Period: 01 Jan 2024 - 30 Nov 2024 (11 months).
The best ETF Portfolio of 2024 is:
US Stocks Momentum Portfolio, with a +38.57% return.
The best Investment Theme of 2024 is:
Argentina, with a +63.29% return.
Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.
2024 - ETF Portfolio Returns
The following table represents Lazy ETF Portfolio 2024 YTD returns and months stats. Columns are sortable, and portfolio risk filters can be used.
LAZY ETF PORTFOLIOS - 2024 RETURNS AND STATS
Period: 01 Jan 2024 - 30 Nov 2024
| ETF Portfolio | Return ▾ |
Months Pos - Neg |
||
|---|---|---|---|---|
| US Stocks Momentum | +38.57% | 8 - 3 | ||
| Stocks/Bonds 80/20 Momentum | +31.48% | 8 - 3 | ||
| Stocks/Bonds 60/40 2x Leveraged | +30.05% | 9 - 2 | ||
| Gold | +28.47% | 8 - 3 | ||
| US Stocks | +27.69% | 9 - 2 | ||
| US Stocks ESG | +27.44% | 9 - 2 | ||
| US Stocks Quality | +26.86% | 9 - 2 | ||
| Warren Buffett Portfolio | Warren Buffett | +25.92% | 9 - 2 | |
| Dedalo Three | Dedalo Invest | +25.39% | 9 - 2 | |
| Technology | +25.01% | 8 - 3 | ||
| Golden Butterfly 2x Leveraged | Tyler | +24.74% | 8 - 3 | |
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | +24.48% | 7 - 4 | |
| Stocks/Bonds 60/40 Momentum | +24.39% | 8 - 3 | ||
| Talmud Portfolio 2x Leveraged | Roger Gibson | +23.52% | 8 - 3 | |
| Stocks/Bonds 80/20 | +22.78% | 9 - 2 | ||
| US Stocks Minimum Volatility | +22.69% | 9 - 2 | ||
| Cape US Sector Value | Robert Shiller | +21.80% | 9 - 2 | |
| Simple Path to Wealth | JL Collins | +21.55% | 9 - 2 | |
| Dedalo Four | Dedalo Invest | +21.11% | 9 - 2 | |
| US Stocks Value | +20.50% | 8 - 3 | ||
| US Stocks Equal Weight | +20.34% | 7 - 4 | ||
| Stocks/Bonds 60/40 with Bitcoin | +20.12% | 9 - 2 | ||
| All Country World Stocks | +20.02% | 9 - 2 | ||
| Second Grader's Starter | Paul Farrell | +19.44% | 9 - 2 | |
| Stocks/Bonds 40/60 2x Leveraged | +19.21% | 9 - 2 | ||
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | +19.16% | 8 - 3 | |
| Sheltered Sam 100/0 | Bill Bernstein | +18.53% | 8 - 3 | |
| Cockroach Portfolio | Tony Dong | +18.26% | 7 - 4 | |
| Edge Select Aggressive | Merrill Lynch | +18.02% | 8 - 3 | |
| Robust | Alpha Architect | +18.01% | 9 - 2 | |
| Shield Strategy | Aim Ways | +17.92% | 9 - 2 | |
| Stocks/Bonds 60/40 | +17.86% | 9 - 2 | ||
| Dedalo Eleven | Dedalo Invest | +17.62% | 8 - 3 | |
| Stocks/Bonds 60/40 ESG | +17.62% | 9 - 2 | ||
| Robo Advisor 100 Value Tilt | Betterment | +17.57% | 8 - 3 | |
| Gold Pivot Ptf | Aim Ways | +17.54% | 9 - 2 | |
| Stocks/Bonds 40/60 Momentum | +17.30% | 9 - 2 | ||
| Core Four | Rick Ferri | +17.08% | 8 - 3 | |
| Sheltered Sam 90/10 | Bill Bernstein | +17.03% | 8 - 3 | |
| Four Funds | Bogleheads | +17.01% | 9 - 2 | |
| Three Funds | Bogleheads | +16.98% | 9 - 2 | |
| All Country World 80/20 | +16.87% | 8 - 3 | ||
| Permanent Portfolio with Bitcoin | Harry Browne | +16.78% | 9 - 2 | |
| LifeStrategy Growth Fund | Vanguard | +16.67% | 8 - 3 | |
| Golden Butterfly with Bitcoin | Tyler | +16.65% | 8 - 3 | |
| In Saecula Saeculorum | Fulvio Marchese | +16.55% | 9 - 2 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | +16.50% | 8 - 3 | |
| Ark Tech Portfolio | Cathie Wood | +16.39% | 6 - 5 | |
| Robo Advisor 90 Value Tilt | Betterment | +16.25% | 8 - 3 | |
| Marc Faber Portfolio | Marc Faber | +16.07% | 8 - 3 | |
| Mid-Twenties | Burton Malkiel | +15.97% | 8 - 3 | |
| Developed World ex-US Stocks Momentum | +15.94% | 8 - 3 | ||
| Late Thirties to Early Forties | Burton Malkiel | +15.86% | 8 - 3 | |
| Edge Select Moderately Aggressive | Merrill Lynch | +15.75% | 8 - 3 | |
| Perfect Portfolio | Ben Stein | +15.71% | 8 - 3 | |
| Couch Potato | Scott Burns | +15.56% | 9 - 2 | |
| Sheltered Sam 80/20 | Bill Bernstein | +15.54% | 8 - 3 | |
| Stocks/Bonds 40/60 with Bitcoin | +15.20% | 9 - 2 | ||
| Mid-Fifties | Burton Malkiel | +15.19% | 8 - 3 | |
| Talmud Portfolio | Roger Gibson | +15.07% | 8 - 3 | |
| Simplified Permanent Portfolio | The Lazy Team | +14.87% | 8 - 3 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | +14.86% | 8 - 3 | |
| Robo Advisor 80 Value Tilt | Betterment | +14.82% | 8 - 3 | |
| Permanent Portfolio | Harry Browne | +14.79% | 8 - 3 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | +14.73% | 9 - 2 | |
| Aggressive Global Income | The Lazy Team | +14.73% | 7 - 4 | |
| No Brainer Portfolio | Bill Bernstein | +14.65% | 8 - 3 | |
| Golden Butterfly | Tyler | +14.65% | 8 - 3 | |
| Odd-Stats Strategy | Aim Ways | +14.53% | 8 - 3 | |
| Long Term Portfolio | Ben Stein | +14.38% | 8 - 3 | |
| Late Sixties and Beyond | Burton Malkiel | +14.25% | 8 - 3 | |
| Seven Value | Scott Burns | +14.15% | 8 - 3 | |
| Sheltered Sam 70/30 | Bill Bernstein | +14.04% | 8 - 3 | |
| Lazy Portfolio | David Swensen | +13.77% | 8 - 3 | |
| All Country World 60/40 | +13.72% | 8 - 3 | ||
| Yale Endowment | David Swensen | +13.55% | 8 - 3 | |
| Pinwheel | Tyler | +13.38% | 8 - 3 | |
| LifeStrategy Moderate Growth | Vanguard | +13.38% | 8 - 3 | |
| Margaritaville | Scott Burns | +13.31% | 8 - 3 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | +13.30% | 7 - 4 | |
| Dynamic 60/40 Income | The Lazy Team | +13.15% | 8 - 3 | |
| Stocks/Bonds 40/60 | +12.95% | 9 - 2 | ||
| Tilt Toward Value | Time Money Inc | +12.94% | 8 - 3 | |
| Edge Select Moderate | Merrill Lynch | +12.94% | 8 - 3 | |
| Aim comfortable trip | Aim Ways | +12.83% | 8 - 3 | |
| Simple and Cheap | Time Money Inc | +12.79% | 8 - 3 | |
| Desert Portfolio | Gyroscopic Investing | +12.74% | 9 - 2 | |
| Stocks/Bonds 40/60 ESG | +12.71% | 9 - 2 | ||
| Andrew Tobias Portfolio | Andrew Tobias | +12.66% | 9 - 2 | |
| Sheltered Sam 60/40 | Bill Bernstein | +12.54% | 8 - 3 | |
| Six Ways from Sunday | Scott Burns | +12.50% | 8 - 3 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | +12.43% | 8 - 3 | |
| PISI Portfolio | Davide Pisicchio | +12.35% | 9 - 2 | |
| Gone Fishin' Portfolio | Alexander Green | +12.27% | 8 - 3 | |
| Weird Portfolio | Value Stock Geek | +12.23% | 7 - 4 | |
| Coward's Portfolio | Bill Bernstein | +12.22% | 8 - 3 | |
| One-Decision Portfolio | Marvin Appel | +12.15% | 8 - 3 | |
| Gretchen Tai Portfolio | Gretchen Tai | +12.13% | 8 - 3 | |
| Coffeehouse | Bill Schultheis | +12.09% | 8 - 3 | |
| Family Taxable Portfolio | Ted Aronson | +12.00% | 8 - 3 | |
| Dynamic 40/60 Income | The Lazy Team | +11.86% | 9 - 2 | |
| Ivy Portfolio | Mebane Faber | +11.79% | 8 - 3 | |
| Five Fold | Scott Burns | +11.65% | 8 - 3 | |
| Ideal Index | Frank Armstrong | +11.52% | 8 - 3 | |
| Big Rocks Portfolio | Larry Swedroe | +11.32% | 7 - 4 | |
| Developed World ex-US 60/40 Momentum | +11.31% | 8 - 3 | ||
| Nano Portfolio | John Wasik | +11.05% | 8 - 3 | |
| Sheltered Sam 50/50 | Bill Bernstein | +11.05% | 8 - 3 | |
| Four Square | Scott Burns | +10.96% | 8 - 3 | |
| Paul Boyer Portfolio | Paul Boyer | +10.90% | 8 - 3 | |
| Five Asset | Roger Gibson | +10.88% | 8 - 3 | |
| Robo Advisor 50 Value Tilt | Betterment | +10.82% | 8 - 3 | |
| Sandwich Portfolio | Bob Clyatt | +10.61% | 8 - 3 | |
| All Country World 40/60 | +10.57% | 8 - 3 | ||
| Edge Select Moderately Conservative | Merrill Lynch | +10.39% | 8 - 3 | |
| Ulcer Free Strategy | Aim Ways | +10.37% | 8 - 3 | |
| 7Twelve Portfolio | Craig Israelsen | +10.30% | 8 - 3 | |
| Stocks/Bonds 20/80 Momentum | +10.21% | 9 - 2 | ||
| All Weather Portfolio | Ray Dalio | +10.16% | 8 - 3 | |
| Lifepath Fund | iShares | +10.13% | 8 - 3 | |
| LifeStrategy Conservative Growth | Vanguard | +10.08% | 8 - 3 | |
| GAA Global Asset Allocation | Mebane Faber | +9.92% | 8 - 3 | |
| Sheltered Sam 40/60 | Bill Bernstein | +9.55% | 8 - 3 | |
| Simple Money Portfolio | Tim Maurer | +9.42% | 7 - 4 | |
| Global Market Portfolio | Credit Suisse | +9.28% | 8 - 3 | |
| Ultimate Buy&Hold | FundAdvice | +9.27% | 7 - 4 | |
| Developed World ex-US 40/60 Momentum | +8.99% | 9 - 2 | ||
| Emerging Markets Stocks | +8.33% | 7 - 4 | ||
| Sheltered Sam 30/70 | Bill Bernstein | +8.05% | 8 - 3 | |
| Stocks/Bonds 20/80 | +8.03% | 8 - 3 | ||
| Edge Select Conservative | Merrill Lynch | +7.58% | 8 - 3 | |
| All Country World 20/80 | +7.42% | 8 - 3 | ||
| Dimensional Retirement Income Fund | DFA | +7.33% | 9 - 2 | |
| High Yield Bonds Income | The Lazy Team | +7.10% | 7 - 4 | |
| Rob Arnott Portfolio | Rob Arnott | +6.92% | 8 - 3 | |
| Developed World ex-US Stocks | +6.90% | 7 - 4 | ||
| Eliminate Fat Tails | Larry Swedroe | +6.85% | 8 - 3 | |
| LifeStrategy Income Fund | Vanguard | +6.78% | 8 - 3 | |
| Robo Advisor 20 Value Tilt | Betterment | +6.56% | 8 - 3 | |
| Sheltered Sam 20/80 | Bill Bernstein | +6.56% | 8 - 3 | |
| Developed World ex-US 80/20 | +6.39% | 7 - 4 | ||
| Developed World ex-US 60/40 | +5.88% | 7 - 4 | ||
| Developed World ex-US 40/60 | +5.38% | 7 - 4 | ||
| Larry Portfolio | Larry Swedroe | +5.15% | 7 - 4 | |
| Robo Advisor 10 Value Tilt | Betterment | +5.11% | 8 - 3 | |
| Sheltered Sam 10/90 | Bill Bernstein | +5.06% | 8 - 3 | |
| Developed World ex-US 20/80 | +4.87% | 8 - 3 | ||
| US Cash | +4.77% | 11 - 0 | ||
| European Stocks | +4.75% | 6 - 5 | ||
| Conservative Income | Charles Schwab | +4.61% | 7 - 4 | |
| Total Bond Developed World ex-US | +4.36% | 7 - 4 | ||
| All Country World Bonds | +4.28% | 7 - 4 | ||
| Robo Advisor 0 | Betterment | +3.69% | 8 - 3 | |
| Short Term Treasury | +3.65% | 8 - 3 | ||
| Sheltered Sam 0/100 | Bill Bernstein | +3.56% | 8 - 3 | |
| US Inflation Protection | +3.43% | 8 - 3 | ||
| Total Bond US | +3.12% | 7 - 4 | ||
| 10-year Treasury | +1.66% | 8 - 3 |
2024 - Best Investment Themes
Portfolios can be specialized with particular Investment Themes.
In the following table, the best (and worst) Investment Themes 2024 YTD returns. Columns are sortable.
Check all the Investment Themes
INVESTMENT THEMES - 2024 RETURNS AND STATS
Period: 01 Jan 2024 - 30 Nov 2024
| ETF | Investment Theme | Return ▾ |
Months Pos - Neg |
|---|---|---|---|
|
ARGT
|
Argentina | +63.29% | 9 - 2 |
|
XLF
|
Financials | +38.10% | 8 - 3 |
|
EBIZ
|
Global E-Commerce | +36.90% | 8 - 3 |
|
XLC
|
Communication Services | +36.56% | 10 - 1 |
|
XLU
|
Utilities | +34.00% | 8 - 3 |
|
VUG
|
US Large Cap Growth | +32.10% | 8 - 3 |
|
IFRA
|
US Infrastructure | +29.83% | 6 - 5 |
|
EIS
|
Israel | +28.72% | 9 - 2 |
|
GLD
|
Gold | +28.47% | 8 - 3 |
|
SLV
|
Silver | +28.19% | 5 - 6 |
|
SPY
|
US Large Cap Blend | +27.97% | 9 - 2 |
|
VTI
|
US Total Stock Market | +27.69% | 9 - 2 |
|
XLI
|
Industrials | +27.56% | 7 - 4 |
|
EPU
|
Peru | +27.03% | 7 - 4 |
|
FXI
|
China | +26.54% | 6 - 5 |
|
METV
|
Metaverse | +25.98% | 6 - 5 |
|
IJK
|
US Mid Cap Growth | +25.37% | 6 - 5 |
|
XLY
|
Consumer Discretionary | +25.12% | 6 - 5 |
|
QQQ
|
US Technology | +25.01% | 8 - 3 |
|
VTV
|
US Large Cap Value | +23.85% | 9 - 2 |
|
EWS
|
Singapore | +23.78% | 8 - 3 |
|
VOE
|
US Mid Cap Value | +23.39% | 7 - 4 |
|
IJH
|
US Mid Cap Blend | +22.73% | 6 - 5 |
|
XLK
|
Information Technology | +22.06% | 8 - 3 |
|
HACK
|
Cyber Security | +21.66% | 7 - 4 |
|
BLCN
|
Blockchain | +21.39% | 6 - 5 |
|
EMQQ
|
Emerging Markets E-Commerce | +21.16% | 6 - 5 |
|
IJT
|
US Small Cap Growth | +20.47% | 6 - 5 |
|
IGF
|
Global Infrastructure | +20.39% | 7 - 4 |
|
VT
|
World All Countries | +20.02% | 9 - 2 |
|
EWC
|
Canada | +19.02% | 7 - 4 |
|
IJR
|
US Small Cap Blend | +18.19% | 6 - 5 |
|
XLP
|
Consumer Staples | +17.89% | 8 - 3 |
|
EWM
|
Malaysia | +17.67% | 7 - 4 |
|
BOTZ
|
Robotics and Artificial Intelligence | +17.25% | 8 - 3 |
|
XLE
|
Energy | +16.74% | 5 - 6 |
|
EWT
|
Taiwan | +15.47% | 7 - 4 |
|
EZA
|
South Africa | +15.34% | 7 - 4 |
|
IJS
|
US Small Cap Value | +15.24% | 6 - 5 |
|
XLRE
|
Real Estate | +15.05% | 8 - 3 |
|
TUR
|
Turkey | +14.41% | 6 - 5 |
|
VNQ
|
US REITs | +14.39% | 8 - 3 |
|
CGW
|
Global Water | +12.51% | 7 - 4 |
|
INDA
|
India | +12.23% | 9 - 2 |
|
XLB
|
Materials | +12.23% | 7 - 4 |
|
EWG
|
Germany | +11.34% | 6 - 5 |
|
PFF
|
US Preferred Stocks | +11.21% | 8 - 3 |
|
EWA
|
Australia | +10.68% | 8 - 3 |
|
EWU
|
United Kingdom | +10.41% | 7 - 4 |
|
EWI
|
Italy | +9.70% | 6 - 5 |
|
EWJ
|
Japan | +9.46% | 7 - 4 |
|
XLV
|
Healthcare | +9.31% | 8 - 3 |
|
HYG
|
US High Yield Bonds | +8.82% | 9 - 2 |
|
UAE
|
United Arab Emirates | +8.79% | 6 - 5 |
|
EWP
|
Spain | +8.64% | 5 - 6 |
|
EEM
|
Emerging Markets | +8.33% | 7 - 4 |
|
EMB
|
Emerg. Market Bonds | +7.94% | 7 - 4 |
|
IDNA
|
Genomics Immunology and Healthcare | +7.93% | 5 - 6 |
|
USO
|
WTI Crude Oil | +7.44% | 5 - 6 |
|
CPER
|
Copper | +6.88% | 6 - 5 |
|
EFA
|
EAFE Stocks | +6.63% | 6 - 5 |
|
BNO
|
Brent Oil | +6.19% | 6 - 5 |
|
VPL
|
Pacific | +6.05% | 8 - 3 |
|
GREK
|
Greece | +5.29% | 6 - 5 |
|
QAT
|
Qatar | +5.17% | 6 - 5 |
|
GXG
|
Colombia | +5.10% | 6 - 5 |
|
BIL
|
US Cash | +4.77% | 11 - 0 |
|
VGK
|
Europe | +4.75% | 6 - 5 |
|
BNDX
|
International Bonds | +4.36% | 7 - 4 |
|
LQD
|
US Invest. Grade Bonds | +3.63% | 7 - 4 |
|
EWK
|
Belgium | +3.59% | 6 - 5 |
|
TIP
|
US TIPS | +3.43% | 8 - 3 |
|
EWN
|
Netherlands | +3.25% | 6 - 5 |
|
XT
|
Exponential Techonologies | +3.22% | 7 - 4 |
|
BND
|
US Total Bond Market | +3.12% | 7 - 4 |
|
EDEN
|
Denmark | +2.86% | 6 - 5 |
|
SNSR
|
Internet Of Things | +2.65% | 5 - 6 |
|
EWH
|
Hong Kong | +2.57% | 5 - 6 |
|
NORW
|
Norway | +2.55% | 5 - 6 |
|
EWO
|
Austria | +1.92% | 5 - 6 |
|
EWL
|
Switzerland | +1.91% | 5 - 6 |
|
ENZL
|
New Zealand | +1.41% | 6 - 5 |
|
THD
|
Thailand | +1.35% | 4 - 7 |
|
EMIF
|
Emerging Markets Infrastructure | +0.82% | 6 - 5 |
|
DBC
|
Commodities | +0.45% | 5 - 6 |
|
EPHE
|
Philippines | +0.25% | 7 - 4 |
|
EIRL
|
Ireland | -0.10% | 5 - 6 |
|
EWD
|
Sweden | -0.48% | 6 - 5 |
|
EPOL
|
Poland | -0.67% | 4 - 7 |
|
KSA
|
Saudi Arabia | -1.55% | 5 - 6 |
|
TLT
|
US Long Term Treasuries | -1.79% | 7 - 4 |
|
PPLT
|
Platinum | -4.50% | 5 - 6 |
|
EWQ
|
France | -5.36% | 6 - 5 |
|
EIDO
|
Indonesia | -7.80% | 6 - 5 |
|
ECH
|
Chile | -7.84% | 7 - 4 |
|
VNM
|
Vietnam | -8.98% | 5 - 6 |
|
PALL
|
Palladium | -10.73% | 5 - 6 |
|
EWY
|
South Korea | -12.36% | 4 - 7 |
|
IDRV
|
Self-Driving EV and Tech | -16.35% | 4 - 7 |
|
ICLN
|
Global Clean Energy | -19.90% | 6 - 5 |
|
FLLA
|
Latin America | -22.53% | 4 - 7 |
|
EWZ
|
Brazil | -24.59% | 3 - 8 |
|
EWW
|
Mexico | -25.30% | 2 - 9 |
|
UNG
|
Natural Gas | -28.85% | 3 - 8 |
| Legend: Stocks Fixed Income Commodities |
