Period: 01 Jan 2016 - 31 Dec 2016 (12 months).
The best ETF Portfolio of 2016 is:
US Stocks Value Portfolio, with a +18.48% return.
The best Investment Theme of 2016 is:
Brazil, with a +64.47% return.
Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.
2016 - ETF Portfolio Returns
The following table represents Lazy ETF Portfolio 2016 YTD returns and months stats. Columns are sortable, and portfolio risk filters can be used.
LAZY ETF PORTFOLIOS - 2016 RETURNS AND STATS
Period: 01 Jan 2016 - 31 Dec 2016
| ETF Portfolio | Return ▾ |
Months Pos - Neg |
||
|---|---|---|---|---|
| US Stocks Value | +18.48% | 9 - 3 | ||
| Aggressive Global Income | The Lazy Team | +18.29% | 9 - 3 | |
| Cape US Sector Value | Robert Shiller | +18.06% | 9 - 3 | |
| Golden Butterfly 2x Leveraged | Tyler | +17.09% | 7 - 5 | |
| Sheltered Sam 100/0 | Bill Bernstein | +14.96% | 9 - 3 | |
| US Stocks Equal Weight | +14.50% | 9 - 3 | ||
| Sheltered Sam 90/10 | Bill Bernstein | +13.70% | 10 - 2 | |
| Stocks/Bonds 60/40 2x Leveraged | +13.14% | 8 - 4 | ||
| Golden Butterfly with Bitcoin | Tyler | +13.14% | 8 - 4 | |
| US Stocks | +12.83% | 9 - 3 | ||
| Sheltered Sam 80/20 | Bill Bernstein | +12.44% | 9 - 3 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | +12.36% | 8 - 4 | |
| High Yield Bonds Income | The Lazy Team | +12.01% | 9 - 3 | |
| US Stocks ESG | +11.65% | 8 - 4 | ||
| Seven Value | Scott Burns | +11.54% | 8 - 4 | |
| Dedalo Three | Dedalo Invest | +11.53% | 9 - 3 | |
| Sheltered Sam 70/30 | Bill Bernstein | +11.18% | 9 - 3 | |
| Robo Advisor 100 | Betterment | +11.17% | 9 - 3 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | +11.11% | 7 - 5 | |
| Family Taxable Portfolio | Ted Aronson | +11.10% | 10 - 2 | |
| Coffeehouse | Bill Schultheis | +11.04% | 9 - 3 | |
| No Brainer Portfolio | Bill Bernstein | +11.03% | 9 - 3 | |
| Stocks/Bonds 60/40 with Bitcoin | +11.03% | 9 - 3 | ||
| Emerging Markets Stocks | +10.87% | 6 - 6 | ||
| Talmud Portfolio 2x Leveraged | Roger Gibson | +10.82% | 6 - 6 | |
| Golden Butterfly | Tyler | +10.82% | 9 - 3 | |
| Robo Advisor 90 | Betterment | +10.80% | 9 - 3 | |
| Stocks/Bonds 80/20 | +10.77% | 10 - 2 | ||
| Warren Buffett Portfolio | Warren Buffett | +10.69% | 9 - 3 | |
| Six Ways from Sunday | Scott Burns | +10.61% | 8 - 4 | |
| US Stocks Minimum Volatility | +10.57% | 7 - 5 | ||
| Gone Fishin' Portfolio | Alexander Green | +10.50% | 9 - 3 | |
| Weird Portfolio | Value Stock Geek | +10.34% | 7 - 5 | |
| Simple Path to Wealth | JL Collins | +10.25% | 10 - 2 | |
| Dedalo Four | Dedalo Invest | +10.11% | 9 - 3 | |
| Robo Advisor 80 | Betterment | +10.10% | 9 - 3 | |
| Sheltered Sam 60/40 | Bill Bernstein | +9.92% | 9 - 3 | |
| Big Rocks Portfolio | Larry Swedroe | +9.71% | 9 - 3 | |
| Five Asset | Roger Gibson | +9.61% | 8 - 4 | |
| Coward's Portfolio | Bill Bernstein | +9.49% | 9 - 3 | |
| Second Grader's Starter | Paul Farrell | +9.42% | 9 - 3 | |
| Long Term Portfolio | Ben Stein | +9.22% | 8 - 4 | |
| Edge Select Aggressive | Merrill Lynch | +9.21% | 9 - 3 | |
| US Stocks Quality | +9.21% | 7 - 5 | ||
| Ideal Index | Frank Armstrong | +9.05% | 9 - 3 | |
| Dedalo Eleven | Dedalo Invest | +9.00% | 9 - 3 | |
| Late Thirties to Early Forties | Burton Malkiel | +8.99% | 8 - 4 | |
| Stocks/Bonds 40/60 with Bitcoin | +8.97% | 9 - 3 | ||
| Mid-Twenties | Burton Malkiel | +8.95% | 8 - 4 | |
| Stocks/Bonds 40/60 2x Leveraged | +8.94% | 7 - 5 | ||
| Mid-Fifties | Burton Malkiel | +8.92% | 7 - 5 | |
| Couch Potato | Scott Burns | +8.75% | 9 - 3 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | +8.71% | 8 - 4 | |
| Stocks/Bonds 60/40 | +8.71% | 10 - 2 | ||
| Sheltered Sam 50/50 | Bill Bernstein | +8.66% | 9 - 3 | |
| Pinwheel | Tyler | +8.63% | 7 - 5 | |
| Four Funds | Bogleheads | +8.61% | 9 - 3 | |
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | +8.57% | 7 - 5 | |
| Core Four | Rick Ferri | +8.53% | 8 - 4 | |
| One-Decision Portfolio | Marvin Appel | +8.52% | 8 - 4 | |
| All Country World Stocks | +8.51% | 8 - 4 | ||
| Late Sixties and Beyond | Burton Malkiel | +8.48% | 6 - 6 | |
| Tilt Toward Value | Time Money Inc | +8.44% | 9 - 3 | |
| Three Funds | Bogleheads | +8.39% | 9 - 3 | |
| Ultimate Buy&Hold | FundAdvice | +8.37% | 8 - 4 | |
| LifeStrategy Growth Fund | Vanguard | +8.36% | 9 - 3 | |
| Perfect Portfolio | Ben Stein | +8.29% | 9 - 3 | |
| Edge Select Moderately Aggressive | Merrill Lynch | +8.18% | 9 - 3 | |
| Simple Money Portfolio | Tim Maurer | +8.15% | 8 - 4 | |
| Robust | Alpha Architect | +8.13% | 8 - 4 | |
| Stocks/Bonds 60/40 ESG | +8.09% | 8 - 4 | ||
| Gold | +8.03% | 6 - 6 | ||
| Robo Advisor 50 | Betterment | +8.00% | 9 - 3 | |
| Talmud Portfolio | Roger Gibson | +7.99% | 7 - 5 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | +7.95% | 8 - 4 | |
| Gretchen Tai Portfolio | Gretchen Tai | +7.93% | 8 - 4 | |
| Aim comfortable trip | Aim Ways | +7.92% | 7 - 5 | |
| 7Twelve Portfolio | Craig Israelsen | +7.88% | 9 - 3 | |
| Permanent Portfolio with Bitcoin | Harry Browne | +7.85% | 7 - 5 | |
| Ivy Portfolio | Mebane Faber | +7.80% | 8 - 4 | |
| In Saecula Saeculorum | Fulvio Marchese | +7.79% | 7 - 5 | |
| Lazy Portfolio | David Swensen | +7.74% | 7 - 5 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | +7.70% | 8 - 4 | |
| Gold Pivot Ptf | Aim Ways | +7.68% | 8 - 4 | |
| All Country World 80/20 | +7.67% | 9 - 3 | ||
| Margaritaville | Scott Burns | +7.53% | 9 - 3 | |
| Dynamic 40/60 Income | The Lazy Team | +7.53% | 9 - 3 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | +7.50% | 8 - 4 | |
| Sheltered Sam 40/60 | Bill Bernstein | +7.40% | 8 - 4 | |
| Yale Endowment | David Swensen | +7.40% | 7 - 5 | |
| Dynamic 60/40 Income | The Lazy Team | +7.39% | 7 - 5 | |
| Shield Strategy | Aim Ways | +7.35% | 7 - 5 | |
| Edge Select Moderate | Merrill Lynch | +7.31% | 8 - 4 | |
| Eliminate Fat Tails | Larry Swedroe | +7.30% | 9 - 3 | |
| Paul Boyer Portfolio | Paul Boyer | +7.19% | 7 - 5 | |
| Rob Arnott Portfolio | Rob Arnott | +7.14% | 8 - 4 | |
| Five Fold | Scott Burns | +7.13% | 7 - 5 | |
| Technology | +7.10% | 7 - 5 | ||
| LifeStrategy Moderate Growth | Vanguard | +7.06% | 9 - 3 | |
| Marc Faber Portfolio | Marc Faber | +6.97% | 6 - 6 | |
| Simple and Cheap | Time Money Inc | +6.91% | 7 - 5 | |
| Larry Portfolio | Larry Swedroe | +6.87% | 8 - 4 | |
| All Country World 60/40 | +6.82% | 8 - 4 | ||
| Four Square | Scott Burns | +6.76% | 9 - 3 | |
| Stocks/Bonds 40/60 | +6.64% | 9 - 3 | ||
| Sandwich Portfolio | Bob Clyatt | +6.63% | 8 - 4 | |
| All Weather Portfolio | Ray Dalio | +6.50% | 8 - 4 | |
| Global Market Portfolio | Credit Suisse | +6.49% | 7 - 5 | |
| GAA Global Asset Allocation | Mebane Faber | +6.40% | 8 - 4 | |
| Stocks/Bonds 40/60 ESG | +6.31% | 8 - 4 | ||
| Sheltered Sam 30/70 | Bill Bernstein | +6.14% | 8 - 4 | |
| Edge Select Moderately Conservative | Merrill Lynch | +6.14% | 9 - 3 | |
| Lifepath Fund | iShares | +6.12% | 8 - 4 | |
| Odd-Stats Strategy | Aim Ways | +6.07% | 7 - 5 | |
| Nano Portfolio | John Wasik | +6.00% | 7 - 5 | |
| All Country World 40/60 | +5.97% | 9 - 3 | ||
| PISI Portfolio | Davide Pisicchio | +5.77% | 8 - 4 | |
| LifeStrategy Conservative Growth | Vanguard | +5.76% | 9 - 3 | |
| Simplified Permanent Portfolio | The Lazy Team | +5.72% | 7 - 5 | |
| Permanent Portfolio | Harry Browne | +5.54% | 6 - 6 | |
| Desert Portfolio | Gyroscopic Investing | +5.39% | 8 - 4 | |
| Ulcer Free Strategy | Aim Ways | +5.21% | 8 - 4 | |
| All Country World 20/80 | +5.12% | 9 - 3 | ||
| Andrew Tobias Portfolio | Andrew Tobias | +5.01% | 8 - 4 | |
| US Stocks Momentum | +5.00% | 6 - 6 | ||
| Sheltered Sam 20/80 | Bill Bernstein | +4.89% | 7 - 5 | |
| US Inflation Protection | +4.68% | 7 - 5 | ||
| Edge Select Conservative | Merrill Lynch | +4.67% | 9 - 3 | |
| Dimensional Retirement Income Fund | DFA | +4.66% | 7 - 5 | |
| Total Bond Developed World ex-US | +4.61% | 9 - 3 | ||
| Stocks/Bonds 20/80 | +4.58% | 8 - 4 | ||
| Stocks/Bonds 80/20 Momentum | +4.51% | 6 - 6 | ||
| LifeStrategy Income Fund | Vanguard | +4.45% | 8 - 4 | |
| All Country World Bonds | +4.27% | 10 - 2 | ||
| Developed World ex-US 20/80 | +4.23% | 9 - 3 | ||
| Stocks/Bonds 60/40 Momentum | +4.01% | 6 - 6 | ||
| Robo Advisor 20 | Betterment | +4.01% | 8 - 4 | |
| Developed World ex-US 40/60 | +3.84% | 8 - 4 | ||
| Sheltered Sam 10/90 | Bill Bernstein | +3.63% | 8 - 4 | |
| Stocks/Bonds 40/60 Momentum | +3.51% | 7 - 5 | ||
| Conservative Income | Charles Schwab | +3.48% | 9 - 3 | |
| Developed World ex-US 60/40 | +3.45% | 7 - 5 | ||
| Developed World ex-US 80/20 | +3.06% | 6 - 6 | ||
| Stocks/Bonds 20/80 Momentum | +3.02% | 9 - 3 | ||
| Developed World ex-US 40/60 Momentum | +2.96% | 7 - 5 | ||
| Developed World ex-US Stocks | +2.67% | 6 - 6 | ||
| Total Bond US | +2.52% | 8 - 4 | ||
| Robo Advisor 10 | Betterment | +2.45% | 8 - 4 | |
| Sheltered Sam 0/100 | Bill Bernstein | +2.37% | 8 - 4 | |
| Developed World ex-US 60/40 Momentum | +2.13% | 6 - 6 | ||
| 10-year Treasury | +1.00% | 5 - 7 | ||
| Robo Advisor 0 | Betterment | +0.92% | 7 - 5 | |
| Short Term Treasury | +0.82% | 7 - 5 | ||
| Developed World ex-US Stocks Momentum | +0.47% | 6 - 6 | ||
| Ark Tech Portfolio | Cathie Wood | +0.39% | 7 - 5 | |
| US Cash | +0.11% | 10 - 2 | ||
| European Stocks | -0.37% | 6 - 6 |
2016 - Best Investment Themes
Portfolios can be specialized with particular Investment Themes.
In the following table, the best (and worst) Investment Themes 2016 YTD returns. Columns are sortable.
Check all the Investment Themes
INVESTMENT THEMES - 2016 RETURNS AND STATS
Period: 01 Jan 2016 - 31 Dec 2016
| ETF | Investment Theme | Return ▾ |
Months Pos - Neg |
|---|---|---|---|
|
EWZ
|
Brazil | +64.47% | 9 - 3 |
|
EPU
|
Peru | +64.01% | 7 - 5 |
|
IJS
|
US Small Cap Value | +31.25% | 10 - 2 |
|
BNO
|
Brent Oil | +28.10% | 8 - 4 |
|
ARGT
|
Argentina | +28.02% | 8 - 4 |
|
XLE
|
Energy | +28.02% | 7 - 5 |
|
IJR
|
US Small Cap Blend | +26.61% | 10 - 2 |
|
THD
|
Thailand | +26.34% | 8 - 4 |
|
FLLA
|
Latin America | +24.15% | 7 - 5 |
|
GXG
|
Colombia | +24.08% | 7 - 5 |
|
EWC
|
Canada | +23.82% | 9 - 3 |
|
XLC
|
Communication Services | +22.79% | 8 - 4 |
|
XLF
|
Financials | +22.42% | 8 - 4 |
|
IJT
|
US Small Cap Growth | +22.07% | 10 - 2 |
|
IJH
|
US Mid Cap Blend | +20.73% | 9 - 3 |
|
PALL
|
Palladium | +20.38% | 6 - 6 |
|
XLI
|
Industrials | +20.01% | 9 - 3 |
|
ECH
|
Chile | +19.47% | 8 - 4 |
|
DBC
|
Commodities | +18.56% | 8 - 4 |
|
EWT
|
Taiwan | +17.73% | 8 - 4 |
|
NORW
|
Norway | +17.28% | 6 - 6 |
|
VTV
|
US Large Cap Value | +17.12% | 9 - 3 |
|
EIDO
|
Indonesia | +16.99% | 7 - 5 |
|
XLB
|
Materials | +16.80% | 6 - 6 |
|
EZA
|
South Africa | +16.75% | 6 - 6 |
|
XLU
|
Utilities | +16.06% | 8 - 4 |
|
VOE
|
US Mid Cap Value | +15.40% | 10 - 2 |
|
XLK
|
Information Technology | +15.02% | 7 - 5 |
|
CPER
|
Copper | +14.58% | 7 - 5 |
|
IJK
|
US Mid Cap Growth | +14.57% | 9 - 3 |
|
SLV
|
Silver | +14.56% | 7 - 5 |
|
HYG
|
US High Yield Bonds | +13.41% | 10 - 2 |
|
VTI
|
US Total Stock Market | +12.83% | 9 - 3 |
|
SPY
|
US Large Cap Blend | +12.00% | 9 - 3 |
|
IGF
|
Global Infrastructure | +11.85% | 7 - 5 |
|
EWA
|
Australia | +11.11% | 7 - 5 |
|
ENZL
|
New Zealand | +11.06% | 8 - 4 |
|
EEM
|
Emerging Markets | +10.87% | 6 - 6 |
|
UAE
|
United Arab Emirates | +9.65% | 6 - 6 |
|
XT
|
Exponential Techonologies | +9.42% | 8 - 4 |
|
EMB
|
Emerg. Market Bonds | +9.26% | 9 - 3 |
|
VNQ
|
US REITs | +8.60% | 5 - 7 |
|
VT
|
World All Countries | +8.51% | 8 - 4 |
|
EWY
|
South Korea | +8.44% | 6 - 6 |
|
GLD
|
Gold | +8.03% | 6 - 6 |
|
EWO
|
Austria | +7.91% | 7 - 5 |
|
UNG
|
Natural Gas | +7.73% | 5 - 7 |
|
KSA
|
Saudi Arabia | +7.61% | 7 - 5 |
|
QQQ
|
US Technology | +7.10% | 7 - 5 |
|
CGW
|
Global Water | +6.56% | 7 - 5 |
|
USO
|
WTI Crude Oil | +6.55% | 7 - 5 |
|
VUG
|
US Large Cap Growth | +6.28% | 6 - 6 |
|
LQD
|
US Invest. Grade Bonds | +6.21% | 8 - 4 |
|
XLY
|
Consumer Discretionary | +5.97% | 7 - 5 |
|
EMIF
|
Emerging Markets Infrastructure | +5.89% | 6 - 6 |
|
VPL
|
Pacific | +5.35% | 7 - 5 |
|
XLP
|
Consumer Staples | +4.98% | 6 - 6 |
|
EWQ
|
France | +4.90% | 5 - 7 |
|
TIP
|
US TIPS | +4.68% | 7 - 5 |
|
BNDX
|
International Bonds | +4.61% | 9 - 3 |
|
EWN
|
Netherlands | +4.09% | 7 - 5 |
|
EWG
|
Germany | +3.60% | 6 - 6 |
|
HACK
|
Cyber Security | +3.36% | 6 - 6 |
|
EWJ
|
Japan | +2.78% | 7 - 5 |
|
XLRE
|
Real Estate | +2.74% | 6 - 6 |
|
BND
|
US Total Bond Market | +2.52% | 8 - 4 |
|
EPOL
|
Poland | +2.42% | 7 - 5 |
|
QAT
|
Qatar | +2.41% | 6 - 6 |
|
EWD
|
Sweden | +2.37% | 7 - 5 |
|
EFA
|
EAFE Stocks | +1.37% | 6 - 6 |
|
EWH
|
Hong Kong | +1.35% | 7 - 5 |
|
PFF
|
US Preferred Stocks | +1.30% | 8 - 4 |
|
TLT
|
US Long Term Treasuries | +1.18% | 5 - 7 |
|
FXI
|
China | +1.08% | 7 - 5 |
|
EWS
|
Singapore | +0.70% | 7 - 5 |
|
PPLT
|
Platinum | +0.68% | 5 - 7 |
|
BIL
|
US Cash | +0.11% | 10 - 2 |
|
GREK
|
Greece | -0.20% | 7 - 5 |
|
VGK
|
Europe | -0.37% | 6 - 6 |
|
EWU
|
United Kingdom | -1.23% | 7 - 5 |
|
EWK
|
Belgium | -1.35% | 7 - 5 |
|
INDA
|
India | -1.64% | 5 - 7 |
|
EWP
|
Spain | -1.82% | 7 - 5 |
|
EWL
|
Switzerland | -2.50% | 5 - 7 |
|
XLV
|
Healthcare | -2.76% | 7 - 5 |
|
EMQQ
|
Emerging Markets E-Commerce | -3.24% | 6 - 6 |
|
EPHE
|
Philippines | -3.29% | 6 - 6 |
|
EIS
|
Israel | -3.99% | 6 - 6 |
|
EWM
|
Malaysia | -4.04% | 4 - 8 |
|
EDEN
|
Denmark | -7.62% | 5 - 7 |
|
EIRL
|
Ireland | -8.51% | 6 - 6 |
|
TUR
|
Turkey | -8.55% | 7 - 5 |
|
EWI
|
Italy | -8.56% | 6 - 6 |
|
VNM
|
Vietnam | -9.66% | 5 - 7 |
|
EWW
|
Mexico | -10.32% | 7 - 5 |
|
ICLN
|
Global Clean Energy | -16.90% | 4 - 8 |
| Legend: Stocks Fixed Income Commodities |
