Period: 01 Jan 2021 - 31 Dec 2021 (12 months).
The best ETF Portfolio of 2021 is:
Roger Gibson Talmud Portfolio 2x Leveraged, with a +46.68% return.
The best Investment Theme of 2021 is:
WTI Crude Oil, with a +64.68% return.
Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.
2021 - ETF Portfolio Returns
The following table represents Lazy ETF Portfolio 2021 YTD returns and months stats. Columns are sortable, and portfolio risk filters can be used.
LAZY ETF PORTFOLIOS - 2021 RETURNS AND STATS
Period: 01 Jan 2021 - 31 Dec 2021
| ETF Portfolio | Return ▾ |
Months Pos - Neg |
||
|---|---|---|---|---|
| Talmud Portfolio 2x Leveraged | Roger Gibson | +46.68% | 9 - 3 | |
| Stocks/Bonds 60/40 2x Leveraged | +33.12% | 9 - 3 | ||
| US Stocks Equal Weight | +29.41% | 9 - 3 | ||
| Cape US Sector Value | Robert Shiller | +27.80% | 9 - 3 | |
| Technology | +27.42% | 9 - 3 | ||
| US Stocks Quality | +26.93% | 9 - 3 | ||
| US Stocks ESG | +26.20% | 8 - 4 | ||
| US Stocks | +25.67% | 9 - 3 | ||
| US Stocks Value | +25.21% | 8 - 4 | ||
| Warren Buffett Portfolio | Warren Buffett | +24.59% | 9 - 3 | |
| Dedalo Three | Dedalo Invest | +23.45% | 9 - 3 | |
| Diavola Portfolio | Davide Pisicchio | +23.36% | 9 - 3 | |
| Sheltered Sam 100/0 | Bill Bernstein | +23.26% | 9 - 3 | |
| Five Asset | Roger Gibson | +22.77% | 10 - 2 | |
| Seven Value | Scott Burns | +22.53% | 9 - 3 | |
| Ivy Portfolio | Mebane Faber | +22.27% | 10 - 2 | |
| Six Ways from Sunday | Scott Burns | +21.86% | 9 - 3 | |
| Talmud Portfolio | Roger Gibson | +21.44% | 9 - 3 | |
| Sheltered Sam 90/10 | Bill Bernstein | +21.12% | 9 - 3 | |
| US Stocks Minimum Volatility | +20.84% | 8 - 4 | ||
| Stocks/Bonds 80/20 | +20.16% | 9 - 3 | ||
| All Weather Portfolio 2x Leveraged | Ray Dalio | +19.72% | 7 - 5 | |
| Stocks/Bonds 40/60 2x Leveraged | +19.46% | 9 - 3 | ||
| Ultimate Buy and Hold Strategy | Paul Merriman | +19.37% | 8 - 4 | |
| Sheltered Sam 80/20 | Bill Bernstein | +18.98% | 10 - 2 | |
| Simple Path to Wealth | JL Collins | +18.79% | 9 - 3 | |
| All Country World Stocks | +18.27% | 9 - 3 | ||
| Dedalo Four | Dedalo Invest | +18.23% | 9 - 3 | |
| Robo Advisor 100 Value Tilt | Betterment | +18.02% | 9 - 3 | |
| Yale Endowment | David Swensen | +17.84% | 9 - 3 | |
| Second Grader's Starter | Paul Farrell | +17.70% | 9 - 3 | |
| Robust | Alpha Architect | +17.40% | 10 - 2 | |
| Lazy Portfolio | David Swensen | +17.34% | 10 - 2 | |
| Core Four | Rick Ferri | +17.18% | 9 - 3 | |
| Aggressive Global Income | The Lazy Team | +17.07% | 8 - 4 | |
| European Stocks | +16.88% | 8 - 4 | ||
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | +16.85% | 9 - 3 | |
| Golden Butterfly 2x Leveraged | Tyler | +16.84% | 8 - 4 | |
| Sheltered Sam 70/30 | Bill Bernstein | +16.83% | 10 - 2 | |
| Long Term Portfolio | Ben Stein | +16.72% | 10 - 2 | |
| Perfect Portfolio | Ben Stein | +16.52% | 9 - 3 | |
| One-Decision Portfolio | Marvin Appel | +16.51% | 10 - 2 | |
| 7Twelve Portfolio | Craig Israelsen | +16.41% | 10 - 2 | |
| Nano Portfolio | John Wasik | +16.29% | 9 - 3 | |
| Robo Advisor 90 Value Tilt | Betterment | +16.04% | 9 - 3 | |
| Mid-Twenties | Burton Malkiel | +15.90% | 9 - 3 | |
| Late Thirties to Early Forties | Burton Malkiel | +15.84% | 9 - 3 | |
| Mid-Fifties | Burton Malkiel | +15.75% | 9 - 3 | |
| Edge Select Aggressive | Merrill Lynch | +15.74% | 10 - 2 | |
| Four Funds | Bogleheads | +15.70% | 9 - 3 | |
| Couch Potato | Scott Burns | +15.67% | 9 - 3 | |
| Stocks/Bonds 60/40 with Bitcoin | +15.61% | 8 - 4 | ||
| Five Fold | Scott Burns | +15.57% | 9 - 3 | |
| Late Sixties and Beyond | Burton Malkiel | +15.40% | 9 - 3 | |
| No Brainer Portfolio | Bill Bernstein | +15.39% | 9 - 3 | |
| Dynamic 60/40 Income | The Lazy Team | +15.27% | 9 - 3 | |
| Coffeehouse | Bill Schultheis | +15.24% | 10 - 2 | |
| Three Funds | Bogleheads | +14.95% | 9 - 3 | |
| Dedalo Eleven | Dedalo Invest | +14.88% | 9 - 3 | |
| Pepperoni Portfolio | Davide Pisicchio | +14.87% | 9 - 3 | |
| Stocks/Bonds 60/40 ESG | +14.84% | 9 - 3 | ||
| Sheltered Sam 60/40 | Bill Bernstein | +14.69% | 10 - 2 | |
| Stocks/Bonds 60/40 | +14.66% | 9 - 3 | ||
| LifeStrategy Growth Fund | Vanguard | +14.57% | 9 - 3 | |
| Weird Portfolio | Value Stock Geek | +14.49% | 8 - 4 | |
| All Country World 80/20 | +14.21% | 9 - 3 | ||
| Ideal Index | Frank Armstrong | +13.98% | 9 - 3 | |
| Robo Advisor 80 Value Tilt | Betterment | +13.94% | 9 - 3 | |
| Tilt Toward Value | Time Money Inc | +13.78% | 9 - 3 | |
| Coward's Portfolio | Bill Bernstein | +13.60% | 9 - 3 | |
| Big Rocks Portfolio | Larry Swedroe | +13.59% | 8 - 4 | |
| Pinwheel | Tyler | +13.53% | 9 - 3 | |
| US Stocks Momentum | +13.37% | 6 - 6 | ||
| Margaritaville | Scott Burns | +13.33% | 10 - 2 | |
| Marc Faber Portfolio | Marc Faber | +12.98% | 7 - 5 | |
| Edge Select Moderately Aggressive | Merrill Lynch | +12.88% | 9 - 3 | |
| Simple and Cheap | Time Money Inc | +12.62% | 9 - 3 | |
| Sheltered Sam 50/50 | Bill Bernstein | +12.55% | 10 - 2 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | +12.18% | 8 - 4 | |
| Gretchen Tai Portfolio | Gretchen Tai | +12.15% | 9 - 3 | |
| Andrew Tobias Portfolio | Andrew Tobias | +12.14% | 9 - 3 | |
| Family Taxable Portfolio | Ted Aronson | +11.93% | 9 - 3 | |
| Capricciosa Portfolio | Davide Pisicchio | +11.83% | 9 - 3 | |
| Developed World ex-US Stocks | +11.67% | 8 - 4 | ||
| Odd-Stats Strategy | Aim Ways | +11.61% | 9 - 3 | |
| Gone Fishin' Portfolio | Alexander Green | +11.58% | 9 - 3 | |
| Ultimate Buy&Hold | FundAdvice | +11.49% | 9 - 3 | |
| Rob Arnott Portfolio | Rob Arnott | +11.04% | 9 - 3 | |
| Golden Butterfly with Bitcoin | Tyler | +10.62% | 9 - 3 | |
| Simple Money Portfolio | Tim Maurer | +10.46% | 9 - 3 | |
| LifeStrategy Moderate Growth | Vanguard | +10.43% | 9 - 3 | |
| Cockroach Portfolio | Tony Dong | +10.42% | 7 - 5 | |
| Sheltered Sam 40/60 | Bill Bernstein | +10.41% | 10 - 2 | |
| Stocks/Bonds 80/20 Momentum | +10.32% | 6 - 6 | ||
| All Country World 60/40 | +10.14% | 9 - 3 | ||
| In Saecula Saeculorum | Fulvio Marchese | +10.12% | 8 - 4 | |
| Stocks/Bonds 40/60 with Bitcoin | +10.11% | 8 - 4 | ||
| Sandwich Portfolio | Bob Clyatt | +9.88% | 10 - 2 | |
| Shield Strategy | Aim Ways | +9.82% | 8 - 4 | |
| Edge Select Moderate | Merrill Lynch | +9.66% | 9 - 3 | |
| Golden Butterfly | Tyler | +9.35% | 8 - 4 | |
| Four Seasons Portfolio | Davide Pisicchio | +9.34% | 9 - 3 | |
| Four Square | Scott Burns | +9.33% | 9 - 3 | |
| Stocks/Bonds 40/60 ESG | +9.16% | 8 - 4 | ||
| Stocks/Bonds 40/60 | +9.15% | 9 - 3 | ||
| All Weather Portfolio with Bitcoin | Ray Dalio | +9.09% | 6 - 6 | |
| Developed World ex-US 80/20 | +8.88% | 8 - 4 | ||
| GAA Global Asset Allocation | Mebane Faber | +8.69% | 8 - 4 | |
| All Weather Portfolio | Ray Dalio | +8.27% | 7 - 5 | |
| Sheltered Sam 30/70 | Bill Bernstein | +8.27% | 10 - 2 | |
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | +8.10% | 6 - 6 | |
| Lifepath Fund | iShares | +8.05% | 9 - 3 | |
| Robo Advisor 50 Value Tilt | Betterment | +7.95% | 9 - 3 | |
| Global Market Portfolio | Credit Suisse | +7.49% | 8 - 4 | |
| Aim comfortable trip | Aim Ways | +7.29% | 8 - 4 | |
| Stocks/Bonds 60/40 Momentum | +7.27% | 6 - 6 | ||
| Desert Portfolio with Bitcoin | Gyroscopic Investing | +7.04% | 8 - 4 | |
| Dimensional Retirement Income Fund | DFA | +7.04% | 9 - 3 | |
| Dynamic 40/60 Income | The Lazy Team | +6.72% | 8 - 4 | |
| Developed World ex-US Stocks Momentum | +6.60% | 8 - 4 | ||
| Margherita Portfolio | Davide Pisicchio | +6.51% | 8 - 4 | |
| Edge Select Moderately Conservative | Merrill Lynch | +6.44% | 9 - 3 | |
| LifeStrategy Conservative Growth | Vanguard | +6.29% | 9 - 3 | |
| Sheltered Sam 20/80 | Bill Bernstein | +6.12% | 10 - 2 | |
| Developed World ex-US 60/40 | +6.09% | 8 - 4 | ||
| All Country World 40/60 | +6.07% | 8 - 4 | ||
| Desert Portfolio | Gyroscopic Investing | +5.76% | 8 - 4 | |
| US Inflation Protection | +5.67% | 8 - 4 | ||
| Permanent Portfolio with Bitcoin | Harry Browne | +5.48% | 7 - 5 | |
| PISI Portfolio | Davide Pisicchio | +5.44% | 7 - 5 | |
| Eliminate Fat Tails | Larry Swedroe | +5.40% | 9 - 3 | |
| Stocks/Bonds 40/60 Momentum | +4.23% | 6 - 6 | ||
| Permanent Portfolio | Harry Browne | +4.21% | 7 - 5 | |
| Gold Pivot Ptf | Aim Ways | +4.01% | 8 - 4 | |
| Sheltered Sam 10/90 | Bill Bernstein | +3.98% | 9 - 3 | |
| Simplified Permanent Portfolio | The Lazy Team | +3.72% | 6 - 6 | |
| Stocks/Bonds 20/80 | +3.64% | 7 - 5 | ||
| Edge Select Conservative | Merrill Lynch | +3.46% | 8 - 4 | |
| Larry Portfolio | Larry Swedroe | +3.41% | 8 - 4 | |
| Developed World ex-US 40/60 | +3.30% | 7 - 5 | ||
| Developed World ex-US 60/40 Momentum | +3.05% | 7 - 5 | ||
| Robo Advisor 20 Value Tilt | Betterment | +2.61% | 9 - 3 | |
| Conservative Income | Charles Schwab | +2.43% | 8 - 4 | |
| LifeStrategy Income Fund | Vanguard | +2.15% | 7 - 5 | |
| All Country World 20/80 | +2.00% | 8 - 4 | ||
| Sheltered Sam 0/100 | Bill Bernstein | +1.84% | 8 - 4 | |
| Developed World ex-US 40/60 Momentum | +1.27% | 7 - 5 | ||
| Stocks/Bonds 20/80 Momentum | +1.18% | 5 - 7 | ||
| Ulcer Free Strategy | Aim Ways | +1.14% | 8 - 4 | |
| Robo Advisor 10 Value Tilt | Betterment | +0.88% | 7 - 5 | |
| High Yield Bonds Income | The Lazy Team | +0.88% | 7 - 5 | |
| Developed World ex-US 20/80 | +0.51% | 7 - 5 | ||
| Paul Boyer Portfolio | Paul Boyer | +0.51% | 6 - 6 | |
| US Cash | -0.10% | 4 - 8 | ||
| Short Term Treasury | -0.72% | 4 - 8 | ||
| Robo Advisor 0 | Betterment | -0.79% | 4 - 8 | |
| Total Bond US | -1.86% | 6 - 6 | ||
| All Country World Bonds | -2.06% | 5 - 7 | ||
| Total Bond Developed World ex-US | -2.28% | 3 - 9 | ||
| 10-year Treasury | -3.33% | 5 - 7 | ||
| Emerging Markets Stocks | -3.61% | 8 - 4 | ||
| Gold | -4.15% | 5 - 7 | ||
| Ark Tech Portfolio | Cathie Wood | -18.06% | 5 - 7 |
2021 - Best Investment Themes
Portfolios can be specialized with particular Investment Themes.
In the following table, the best (and worst) Investment Themes 2021 YTD returns. Columns are sortable.
Check all the Investment Themes
INVESTMENT THEMES - 2021 RETURNS AND STATS
Period: 01 Jan 2021 - 31 Dec 2021
| ETF | Investment Theme | Return ▾ |
Months Pos - Neg |
|---|---|---|---|
|
USO
|
WTI Crude Oil | +64.68% | 9 - 3 |
|
BNO
|
Brent Oil | +62.34% | 9 - 3 |
|
XLE
|
Energy | +53.31% | 9 - 3 |
|
XLRE
|
Real Estate | +45.26% | 10 - 2 |
|
UAE
|
United Arab Emirates | +44.10% | 7 - 5 |
|
DBC
|
Commodities | +41.36% | 9 - 3 |
|
VNQ
|
US REITs | +40.52% | 10 - 2 |
|
UNG
|
Natural Gas | +35.76% | 8 - 4 |
|
XLK
|
Information Technology | +34.83% | 9 - 3 |
|
XLF
|
Financials | +34.82% | 7 - 5 |
|
KSA
|
Saudi Arabia | +33.56% | 11 - 1 |
|
CGW
|
Global Water | +31.71% | 10 - 2 |
|
EWO
|
Austria | +31.54% | 9 - 3 |
|
IJS
|
US Small Cap Value | +30.53% | 8 - 4 |
|
IFRA
|
US Infrastructure | +29.81% | 8 - 4 |
|
EWT
|
Taiwan | +28.94% | 9 - 3 |
|
VOE
|
US Mid Cap Value | +28.76% | 8 - 4 |
|
SPY
|
US Large Cap Blend | +28.74% | 9 - 3 |
|
XLY
|
Consumer Discretionary | +27.93% | 9 - 3 |
|
XLB
|
Materials | +27.45% | 8 - 4 |
|
QQQ
|
US Technology | +27.42% | 9 - 3 |
|
VUG
|
US Large Cap Growth | +27.34% | 9 - 3 |
|
EWC
|
Canada | +27.00% | 8 - 4 |
|
IDRV
|
Self-Driving EV and Tech | +27.00% | 10 - 2 |
|
IJR
|
US Small Cap Blend | +26.60% | 9 - 3 |
|
VTV
|
US Large Cap Value | +26.51% | 8 - 4 |
|
VTI
|
US Total Stock Market | +25.67% | 9 - 3 |
|
XLV
|
Healthcare | +25.59% | 9 - 3 |
|
CPER
|
Copper | +25.22% | 7 - 5 |
|
IJH
|
US Mid Cap Blend | +24.71% | 9 - 3 |
|
SNSR
|
Internet Of Things | +23.66% | 9 - 3 |
|
EWD
|
Sweden | +22.86% | 8 - 4 |
|
EIS
|
Israel | +22.84% | 9 - 3 |
|
EWN
|
Netherlands | +22.74% | 9 - 3 |
|
IJT
|
US Small Cap Growth | +22.37% | 9 - 3 |
|
VNM
|
Vietnam | +22.05% | 9 - 3 |
|
EWQ
|
France | +21.47% | 8 - 4 |
|
INDA
|
India | +21.41% | 9 - 3 |
|
XLI
|
Industrials | +21.09% | 8 - 4 |
|
EWW
|
Mexico | +20.31% | 9 - 3 |
|
EWL
|
Switzerland | +20.19% | 8 - 4 |
|
IJK
|
US Mid Cap Growth | +18.68% | 9 - 3 |
|
VT
|
World All Countries | +18.27% | 9 - 3 |
|
EWU
|
United Kingdom | +18.22% | 8 - 4 |
|
NORW
|
Norway | +18.11% | 8 - 4 |
|
XLP
|
Consumer Staples | +17.20% | 7 - 5 |
|
VGK
|
Europe | +16.88% | 8 - 4 |
|
XLU
|
Utilities | +16.81% | 6 - 6 |
|
XT
|
Exponential Techonologies | +16.43% | 10 - 2 |
|
XLC
|
Communication Services | +15.96% | 9 - 3 |
|
EDEN
|
Denmark | +14.80% | 9 - 3 |
|
QAT
|
Qatar | +14.42% | 7 - 5 |
|
EWI
|
Italy | +14.41% | 8 - 4 |
|
EIRL
|
Ireland | +13.72% | 8 - 4 |
|
EWK
|
Belgium | +12.87% | 6 - 6 |
|
EPOL
|
Poland | +12.22% | 6 - 6 |
|
IGF
|
Global Infrastructure | +11.58% | 8 - 4 |
|
EFA
|
EAFE Stocks | +11.46% | 8 - 4 |
|
EWA
|
Australia | +8.95% | 7 - 5 |
|
BOTZ
|
Robotics and Artificial Intelligence | +8.65% | 5 - 7 |
|
EZA
|
South Africa | +7.92% | 7 - 5 |
|
PFF
|
US Preferred Stocks | +7.13% | 8 - 4 |
|
HACK
|
Cyber Security | +7.00% | 8 - 4 |
|
GREK
|
Greece | +6.16% | 6 - 6 |
|
EWG
|
Germany | +5.84% | 7 - 5 |
|
TIP
|
US TIPS | +5.67% | 8 - 4 |
|
EWS
|
Singapore | +5.56% | 7 - 5 |
|
BLCN
|
Blockchain | +4.86% | 7 - 5 |
|
ARGT
|
Argentina | +3.83% | 7 - 5 |
|
HYG
|
US High Yield Bonds | +3.75% | 7 - 5 |
|
EMIF
|
Emerging Markets Infrastructure | +3.72% | 7 - 5 |
|
THD
|
Thailand | +1.85% | 6 - 6 |
|
EWJ
|
Japan | +1.17% | 6 - 6 |
|
VPL
|
Pacific | +1.12% | 6 - 6 |
|
METV
|
Metaverse | +0.40% | 3 - 3 |
|
EWP
|
Spain | +0.27% | 7 - 5 |
|
BIL
|
US Cash | -0.10% | 4 - 8 |
|
EIDO
|
Indonesia | -0.60% | 4 - 8 |
|
LQD
|
US Invest. Grade Bonds | -1.85% | 5 - 7 |
|
BND
|
US Total Bond Market | -1.86% | 6 - 6 |
|
EPHE
|
Philippines | -2.22% | 6 - 6 |
|
EMB
|
Emerg. Market Bonds | -2.24% | 7 - 5 |
|
BNDX
|
International Bonds | -2.28% | 3 - 9 |
|
EWH
|
Hong Kong | -3.48% | 7 - 5 |
|
EEM
|
Emerging Markets | -3.61% | 8 - 4 |
|
IDNA
|
Genomics Immunology and Healthcare | -3.99% | 4 - 8 |
|
GLD
|
Gold | -4.15% | 5 - 7 |
|
TLT
|
US Long Term Treasuries | -4.60% | 6 - 6 |
|
EWM
|
Malaysia | -7.41% | 5 - 7 |
|
EWY
|
South Korea | -7.56% | 6 - 6 |
|
FLLA
|
Latin America | -9.34% | 5 - 7 |
|
PPLT
|
Platinum | -10.75% | 5 - 7 |
|
ENZL
|
New Zealand | -11.38% | 4 - 8 |
|
GXG
|
Colombia | -11.48% | 7 - 5 |
|
EPU
|
Peru | -11.83% | 5 - 7 |
|
SLV
|
Silver | -12.45% | 5 - 7 |
|
EBIZ
|
Global E-Commerce | -13.27% | 6 - 6 |
|
EWZ
|
Brazil | -17.27% | 5 - 7 |
|
ECH
|
Chile | -20.02% | 5 - 7 |
|
FXI
|
China | -20.05% | 4 - 8 |
|
PALL
|
Palladium | -23.26% | 5 - 7 |
|
ICLN
|
Global Clean Energy | -24.19% | 4 - 8 |
|
TUR
|
Turkey | -27.48% | 7 - 5 |
|
EMQQ
|
Emerging Markets E-Commerce | -32.53% | 5 - 7 |
| Legend: Stocks Fixed Income Commodities |
