Period: 01 Jan 2017 - 31 Dec 2017 (12 months).
The best ETF Portfolio of 2017 is:
Cathie Wood Ark Tech Portfolio, with a +68.38% return.
The best Investment Theme of 2017 is:
Emerging Markets E-Commerce, with a +68.20% return.
Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.
2017 - ETF Portfolio Returns
The following table represents Lazy ETF Portfolio 2017 YTD returns and months stats. Columns are sortable, and portfolio risk filters can be used.
LAZY ETF PORTFOLIOS - 2017 RETURNS AND STATS
Period: 01 Jan 2017 - 31 Dec 2017
| ETF Portfolio | Return ▾ |
Months Pos - Neg |
||
|---|---|---|---|---|
| Ark Tech Portfolio | Cathie Wood | +68.38% | 12 - 0 | |
| Stocks/Bonds 60/40 with Bitcoin | +41.28% | 11 - 1 | ||
| All Weather Portfolio with Bitcoin | Ray Dalio | +38.75% | 10 - 2 | |
| Permanent Portfolio with Bitcoin | Harry Browne | +38.10% | 10 - 2 | |
| Golden Butterfly with Bitcoin | Tyler | +38.09% | 11 - 1 | |
| Stocks/Bonds 40/60 with Bitcoin | +37.76% | 11 - 1 | ||
| US Stocks Momentum | +37.50% | 12 - 0 | ||
| Emerging Markets Stocks | +37.28% | 10 - 2 | ||
| Desert Portfolio with Bitcoin | Gyroscopic Investing | +35.50% | 10 - 2 | |
| Technology | +32.66% | 10 - 2 | ||
| Stocks/Bonds 80/20 Momentum | +30.71% | 12 - 0 | ||
| Stocks/Bonds 60/40 2x Leveraged | +27.89% | 12 - 0 | ||
| European Stocks | +26.99% | 10 - 2 | ||
| Developed World ex-US Stocks | +26.42% | 12 - 0 | ||
| Developed World ex-US Stocks Momentum | +25.46% | 11 - 1 | ||
| All Country World Stocks | +24.49% | 12 - 0 | ||
| Stocks/Bonds 60/40 Momentum | +23.93% | 12 - 0 | ||
| Robo Advisor 100 Value Tilt | Betterment | +23.37% | 12 - 0 | |
| US Stocks Quality | +22.27% | 11 - 1 | ||
| Dedalo Three | Dedalo Invest | +22.20% | 12 - 0 | |
| Diavola Portfolio | Davide Pisicchio | +22.07% | 11 - 1 | |
| Robo Advisor 90 Value Tilt | Betterment | +21.88% | 12 - 0 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | +21.78% | 11 - 1 | |
| Edge Select Aggressive | Merrill Lynch | +21.70% | 12 - 0 | |
| Developed World ex-US 80/20 | +21.61% | 12 - 0 | ||
| Cape US Sector Value | Robert Shiller | +21.38% | 11 - 1 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | +21.37% | 10 - 2 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | +21.37% | 10 - 2 | |
| Second Grader's Starter | Paul Farrell | +21.30% | 12 - 0 | |
| US Stocks | +21.21% | 12 - 0 | ||
| Mid-Twenties | Burton Malkiel | +21.11% | 12 - 0 | |
| Late Thirties to Early Forties | Burton Malkiel | +20.64% | 12 - 0 | |
| Dedalo Eleven | Dedalo Invest | +20.57% | 12 - 0 | |
| All Country World 80/20 | +20.43% | 12 - 0 | ||
| Robo Advisor 80 Value Tilt | Betterment | +20.00% | 12 - 0 | |
| Warren Buffett Portfolio | Warren Buffett | +19.83% | 12 - 0 | |
| Stocks/Bonds 40/60 2x Leveraged | +19.66% | 10 - 2 | ||
| LifeStrategy Growth Fund | Vanguard | +19.59% | 12 - 0 | |
| Three Funds | Bogleheads | +19.54% | 12 - 0 | |
| Four Funds | Bogleheads | +19.47% | 12 - 0 | |
| Golden Butterfly 2x Leveraged | Tyler | +19.44% | 9 - 3 | |
| Mid-Fifties | Burton Malkiel | +19.19% | 12 - 0 | |
| US Stocks Minimum Volatility | +18.91% | 11 - 1 | ||
| Perfect Portfolio | Ben Stein | +18.64% | 12 - 0 | |
| Edge Select Moderately Aggressive | Merrill Lynch | +18.60% | 12 - 0 | |
| US Stocks Equal Weight | +18.51% | 11 - 1 | ||
| Robust | Alpha Architect | +18.49% | 12 - 0 | |
| Gretchen Tai Portfolio | Gretchen Tai | +18.32% | 12 - 0 | |
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | +18.32% | 9 - 3 | |
| Dedalo Four | Dedalo Invest | +18.27% | 12 - 0 | |
| Sheltered Sam 100/0 | Bill Bernstein | +18.07% | 11 - 1 | |
| Family Taxable Portfolio | Ted Aronson | +18.03% | 12 - 0 | |
| Core Four | Rick Ferri | +17.86% | 12 - 0 | |
| Stocks/Bonds 80/20 | +17.68% | 12 - 0 | ||
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | +17.48% | 9 - 3 | |
| Margaritaville | Scott Burns | +17.22% | 12 - 0 | |
| Stocks/Bonds 40/60 Momentum | +17.14% | 12 - 0 | ||
| Long Term Portfolio | Ben Stein | +16.88% | 12 - 0 | |
| Developed World ex-US 60/40 | +16.81% | 12 - 0 | ||
| Simple Path to Wealth | JL Collins | +16.80% | 12 - 0 | |
| Gone Fishin' Portfolio | Alexander Green | +16.62% | 12 - 0 | |
| Late Sixties and Beyond | Burton Malkiel | +16.49% | 12 - 0 | |
| Sheltered Sam 90/10 | Bill Bernstein | +16.40% | 11 - 1 | |
| All Country World 60/40 | +16.36% | 12 - 0 | ||
| Developed World ex-US 60/40 Momentum | +16.24% | 11 - 1 | ||
| No Brainer Portfolio | Bill Bernstein | +15.70% | 11 - 1 | |
| Andrew Tobias Portfolio | Andrew Tobias | +15.52% | 12 - 0 | |
| LifeStrategy Moderate Growth | Vanguard | +15.50% | 12 - 0 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | +15.26% | 12 - 0 | |
| Pepperoni Portfolio | Davide Pisicchio | +15.08% | 12 - 0 | |
| US Stocks Value | +15.08% | 8 - 4 | ||
| Shield Strategy | Aim Ways | +15.04% | 10 - 2 | |
| Edge Select Moderate | Merrill Lynch | +15.00% | 12 - 0 | |
| Sheltered Sam 80/20 | Bill Bernstein | +14.72% | 11 - 1 | |
| Weird Portfolio | Value Stock Geek | +14.20% | 11 - 1 | |
| Robo Advisor 50 Value Tilt | Betterment | +14.19% | 12 - 0 | |
| Stocks/Bonds 60/40 | +14.15% | 12 - 0 | ||
| Pinwheel | Tyler | +14.08% | 12 - 0 | |
| Lazy Portfolio | David Swensen | +13.94% | 12 - 0 | |
| Global Market Portfolio | Credit Suisse | +13.93% | 12 - 0 | |
| Ideal Index | Frank Armstrong | +13.88% | 11 - 1 | |
| Yale Endowment | David Swensen | +13.79% | 12 - 0 | |
| Simple and Cheap | Time Money Inc | +13.64% | 12 - 0 | |
| Ultimate Buy&Hold | FundAdvice | +13.54% | 12 - 0 | |
| Aggressive Global Income | The Lazy Team | +13.53% | 11 - 1 | |
| Four Square | Scott Burns | +13.48% | 12 - 0 | |
| Sandwich Portfolio | Bob Clyatt | +13.38% | 12 - 0 | |
| Simple Money Portfolio | Tim Maurer | +13.36% | 11 - 1 | |
| GAA Global Asset Allocation | Mebane Faber | +13.30% | 12 - 0 | |
| Sheltered Sam 70/30 | Bill Bernstein | +13.05% | 11 - 1 | |
| US Stocks ESG | +13.03% | 8 - 4 | ||
| Odd-Stats Strategy | Aim Ways | +12.86% | 10 - 2 | |
| Capricciosa Portfolio | Davide Pisicchio | +12.81% | 12 - 0 | |
| Gold | +12.81% | 7 - 5 | ||
| Tilt Toward Value | Time Money Inc | +12.64% | 12 - 0 | |
| Cockroach Portfolio | Tony Dong | +12.43% | 8 - 4 | |
| In Saecula Saeculorum | Fulvio Marchese | +12.42% | 11 - 1 | |
| Five Asset | Roger Gibson | +12.32% | 11 - 1 | |
| All Country World 40/60 | +12.30% | 12 - 0 | ||
| Gold Pivot Ptf | Aim Ways | +12.25% | 10 - 2 | |
| Ivy Portfolio | Mebane Faber | +12.20% | 11 - 1 | |
| Couch Potato | Scott Burns | +12.07% | 12 - 0 | |
| Developed World ex-US 40/60 | +12.01% | 11 - 1 | ||
| Paul Boyer Portfolio | Paul Boyer | +11.87% | 11 - 1 | |
| Coward's Portfolio | Bill Bernstein | +11.81% | 11 - 1 | |
| Marc Faber Portfolio | Marc Faber | +11.79% | 10 - 2 | |
| Five Fold | Scott Burns | +11.77% | 12 - 0 | |
| Developed World ex-US 40/60 Momentum | +11.62% | 11 - 1 | ||
| All Weather Portfolio | Ray Dalio | +11.55% | 10 - 2 | |
| Nano Portfolio | John Wasik | +11.54% | 12 - 0 | |
| Four Seasons Portfolio | Davide Pisicchio | +11.48% | 12 - 0 | |
| Edge Select Moderately Conservative | Merrill Lynch | +11.44% | 12 - 0 | |
| Aim comfortable trip | Aim Ways | +11.42% | 11 - 1 | |
| LifeStrategy Conservative Growth | Vanguard | +11.40% | 12 - 0 | |
| Sheltered Sam 60/40 | Bill Bernstein | +11.37% | 12 - 0 | |
| Big Rocks Portfolio | Larry Swedroe | +11.28% | 11 - 1 | |
| Lifepath Fund | iShares | +11.24% | 12 - 0 | |
| 7Twelve Portfolio | Craig Israelsen | +11.15% | 11 - 1 | |
| Coffeehouse | Bill Schultheis | +11.02% | 10 - 2 | |
| Permanent Portfolio | Harry Browne | +10.97% | 9 - 3 | |
| Golden Butterfly | Tyler | +10.96% | 11 - 1 | |
| Seven Value | Scott Burns | +10.75% | 10 - 2 | |
| Stocks/Bonds 40/60 | +10.63% | 11 - 1 | ||
| Stocks/Bonds 20/80 Momentum | +10.35% | 12 - 0 | ||
| Talmud Portfolio | Roger Gibson | +9.90% | 11 - 1 | |
| Simplified Permanent Portfolio | The Lazy Team | +9.78% | 9 - 3 | |
| Sheltered Sam 50/50 | Bill Bernstein | +9.70% | 12 - 0 | |
| Six Ways from Sunday | Scott Burns | +9.66% | 10 - 2 | |
| PISI Portfolio | Davide Pisicchio | +9.63% | 9 - 3 | |
| Margherita Portfolio | Davide Pisicchio | +9.48% | 11 - 1 | |
| Stocks/Bonds 60/40 ESG | +9.32% | 10 - 2 | ||
| Dynamic 40/60 Income | The Lazy Team | +9.18% | 12 - 0 | |
| Rob Arnott Portfolio | Rob Arnott | +9.02% | 11 - 1 | |
| Ulcer Free Strategy | Aim Ways | +9.01% | 10 - 2 | |
| Eliminate Fat Tails | Larry Swedroe | +8.83% | 12 - 0 | |
| High Yield Bonds Income | The Lazy Team | +8.78% | 10 - 2 | |
| Desert Portfolio | Gyroscopic Investing | +8.38% | 10 - 2 | |
| All Country World 20/80 | +8.23% | 11 - 1 | ||
| Dynamic 60/40 Income | The Lazy Team | +8.11% | 11 - 1 | |
| One-Decision Portfolio | Marvin Appel | +8.08% | 10 - 2 | |
| Sheltered Sam 40/60 | Bill Bernstein | +8.02% | 12 - 0 | |
| Larry Portfolio | Larry Swedroe | +7.74% | 12 - 0 | |
| Stocks/Bonds 40/60 ESG | +7.47% | 11 - 1 | ||
| LifeStrategy Income Fund | Vanguard | +7.31% | 12 - 0 | |
| Developed World ex-US 20/80 | +7.20% | 10 - 2 | ||
| Stocks/Bonds 20/80 | +7.10% | 11 - 1 | ||
| Dimensional Retirement Income Fund | DFA | +6.78% | 11 - 1 | |
| Edge Select Conservative | Merrill Lynch | +6.67% | 12 - 0 | |
| Sheltered Sam 30/70 | Bill Bernstein | +6.35% | 12 - 0 | |
| Robo Advisor 20 Value Tilt | Betterment | +6.24% | 12 - 0 | |
| Sheltered Sam 20/80 | Bill Bernstein | +4.67% | 11 - 1 | |
| All Country World Bonds | +4.16% | 9 - 3 | ||
| Total Bond US | +3.57% | 8 - 4 | ||
| Robo Advisor 10 Value Tilt | Betterment | +3.34% | 11 - 1 | |
| Sheltered Sam 10/90 | Bill Bernstein | +3.00% | 10 - 2 | |
| US Inflation Protection | +2.92% | 9 - 3 | ||
| Conservative Income | Charles Schwab | +2.91% | 9 - 3 | |
| 10-year Treasury | +2.55% | 8 - 4 | ||
| Total Bond Developed World ex-US | +2.40% | 8 - 4 | ||
| Sheltered Sam 0/100 | Bill Bernstein | +1.33% | 9 - 3 | |
| US Cash | +0.69% | 11 - 1 | ||
| Robo Advisor 0 | Betterment | +0.45% | 7 - 5 | |
| Short Term Treasury | +0.26% | 7 - 5 |
2017 - Best Investment Themes
Portfolios can be specialized with particular Investment Themes.
In the following table, the best (and worst) Investment Themes 2017 YTD returns. Columns are sortable.
Check all the Investment Themes
INVESTMENT THEMES - 2017 RETURNS AND STATS
Period: 01 Jan 2017 - 31 Dec 2017
| ETF | Investment Theme | Return ▾ |
Months Pos - Neg |
|---|---|---|---|
|
EMQQ
|
Emerging Markets E-Commerce | +68.20% | 11 - 1 |
|
BOTZ
|
Robotics and Artificial Intelligence | +58.01% | 11 - 1 |
|
PALL
|
Palladium | +55.73% | 11 - 1 |
|
ARGT
|
Argentina | +53.87% | 11 - 1 |
|
EWO
|
Austria | +52.50% | 11 - 1 |
|
EPOL
|
Poland | +52.43% | 10 - 2 |
|
EWY
|
South Korea | +45.00% | 11 - 1 |
|
ECH
|
Chile | +41.82% | 8 - 4 |
|
VNM
|
Vietnam | +38.55% | 9 - 3 |
|
TUR
|
Turkey | +37.62% | 10 - 2 |
|
EEM
|
Emerging Markets | +37.28% | 10 - 2 |
|
EWH
|
Hong Kong | +36.50% | 11 - 1 |
|
FXI
|
China | +36.22% | 10 - 2 |
|
INDA
|
India | +36.08% | 8 - 4 |
|
EZA
|
South Africa | +36.04% | 10 - 2 |
|
EDEN
|
Denmark | +35.40% | 10 - 2 |
|
EWS
|
Singapore | +34.82% | 10 - 2 |
|
GREK
|
Greece | +34.79% | 8 - 4 |
|
XLK
|
Information Technology | +34.25% | 11 - 1 |
|
EWN
|
Netherlands | +33.75% | 9 - 3 |
|
XT
|
Exponential Techonologies | +33.71% | 12 - 0 |
|
QQQ
|
US Technology | +32.66% | 10 - 2 |
|
THD
|
Thailand | +31.48% | 10 - 2 |
|
EIRL
|
Ireland | +29.82% | 10 - 2 |
|
EPU
|
Peru | +29.69% | 8 - 4 |
|
EWQ
|
France | +29.13% | 8 - 4 |
|
VPL
|
Pacific | +28.86% | 12 - 0 |
|
CPER
|
Copper | +28.81% | 6 - 6 |
|
EWI
|
Italy | +28.73% | 8 - 4 |
|
SNSR
|
Internet Of Things | +28.59% | 10 - 2 |
|
FLLA
|
Latin America | +27.79% | 8 - 4 |
|
VUG
|
US Large Cap Growth | +27.72% | 11 - 1 |
|
EWG
|
Germany | +27.45% | 10 - 2 |
|
CGW
|
Global Water | +27.08% | 11 - 1 |
|
EWP
|
Spain | +26.99% | 7 - 5 |
|
VGK
|
Europe | +26.99% | 10 - 2 |
|
EWT
|
Taiwan | +26.85% | 10 - 2 |
|
EFA
|
EAFE Stocks | +25.10% | 11 - 1 |
|
VT
|
World All Countries | +24.49% | 12 - 0 |
|
EWM
|
Malaysia | +24.32% | 10 - 2 |
|
EWJ
|
Japan | +24.27% | 11 - 1 |
|
ENZL
|
New Zealand | +24.05% | 7 - 5 |
|
XLB
|
Materials | +24.01% | 12 - 0 |
|
XLI
|
Industrials | +23.97% | 11 - 1 |
|
EWK
|
Belgium | +23.71% | 9 - 3 |
|
EWZ
|
Brazil | +23.65% | 6 - 6 |
|
EWL
|
Switzerland | +23.36% | 10 - 2 |
|
XLY
|
Consumer Discretionary | +22.82% | 10 - 2 |
|
NORW
|
Norway | +22.46% | 7 - 5 |
|
XLF
|
Financials | +22.00% | 8 - 4 |
|
EWD
|
Sweden | +21.88% | 8 - 4 |
|
XLV
|
Healthcare | +21.77% | 9 - 3 |
|
SPY
|
US Large Cap Blend | +21.70% | 12 - 0 |
|
EWU
|
United Kingdom | +21.59% | 9 - 3 |
|
ICLN
|
Global Clean Energy | +21.48% | 8 - 4 |
|
VTI
|
US Total Stock Market | +21.21% | 12 - 0 |
|
EMIF
|
Emerging Markets Infrastructure | +20.71% | 9 - 3 |
|
EPHE
|
Philippines | +20.20% | 8 - 4 |
|
EWA
|
Australia | +19.93% | 8 - 4 |
|
HACK
|
Cyber Security | +19.68% | 9 - 3 |
|
IJK
|
US Mid Cap Growth | +19.64% | 9 - 3 |
|
EIDO
|
Indonesia | +19.39% | 9 - 3 |
|
IGF
|
Global Infrastructure | +19.34% | 10 - 2 |
|
VTV
|
US Large Cap Value | +17.14% | 9 - 3 |
|
VOE
|
US Mid Cap Value | +17.07% | 10 - 2 |
|
IJH
|
US Mid Cap Blend | +16.26% | 9 - 3 |
|
EWC
|
Canada | +15.74% | 7 - 5 |
|
BNO
|
Brent Oil | +15.43% | 7 - 5 |
|
EWW
|
Mexico | +14.50% | 7 - 5 |
|
IJT
|
US Small Cap Growth | +14.47% | 9 - 3 |
|
IJR
|
US Small Cap Blend | +13.15% | 7 - 5 |
|
XLP
|
Consumer Staples | +12.98% | 7 - 5 |
|
GLD
|
Gold | +12.81% | 7 - 5 |
|
EIS
|
Israel | +12.79% | 9 - 3 |
|
XLU
|
Utilities | +12.03% | 8 - 4 |
|
GXG
|
Colombia | +11.88% | 7 - 5 |
|
IJS
|
US Small Cap Value | +11.35% | 7 - 5 |
|
XLRE
|
Real Estate | +10.69% | 8 - 4 |
|
EMB
|
Emerg. Market Bonds | +10.28% | 9 - 3 |
|
TLT
|
US Long Term Treasuries | +9.18% | 8 - 4 |
|
PFF
|
US Preferred Stocks | +8.10% | 8 - 4 |
|
LQD
|
US Invest. Grade Bonds | +7.06% | 9 - 3 |
|
KSA
|
Saudi Arabia | +6.15% | 8 - 4 |
|
HYG
|
US High Yield Bonds | +6.07% | 10 - 2 |
|
SLV
|
Silver | +5.82% | 7 - 5 |
|
UAE
|
United Arab Emirates | +4.98% | 7 - 5 |
|
VNQ
|
US REITs | +4.91% | 5 - 7 |
|
DBC
|
Commodities | +4.86% | 6 - 6 |
|
BND
|
US Total Bond Market | +3.57% | 8 - 4 |
|
TIP
|
US TIPS | +2.92% | 9 - 3 |
|
USO
|
WTI Crude Oil | +2.47% | 6 - 6 |
|
BNDX
|
International Bonds | +2.40% | 8 - 4 |
|
PPLT
|
Platinum | +2.38% | 7 - 5 |
|
BIL
|
US Cash | +0.69% | 11 - 1 |
|
XLE
|
Energy | -0.90% | 4 - 8 |
|
XLC
|
Communication Services | -5.50% | 5 - 7 |
|
QAT
|
Qatar | -11.57% | 4 - 8 |
|
UNG
|
Natural Gas | -37.58% | 4 - 8 |
| Legend: Stocks Fixed Income Commodities |
