Sponsor

Professional Lazy Portfolios

The following table lists the Lazy Portfolios created by the professional money managers and investment advisors. The percentage of each fund holding within the portfolio is indicated. Go back to the Lazy Portfolio Smackdown page to see the YTD results for each portfolio.

ID FUND NAME TICKER %
L1 IFA Index Portfolio 100 Bright Red    
  DFA U.S. Large Company DFLCX 12%
  DFA U.S. Large Cap Value DFLVX 12%
  DFA U.S. Micro Cap DFSCX 20%
  DFA U.S. Small Cap Value DFSVX 20%
  DFA Real Estate Securities DFREX 5%
  DFA Intl Value DFIVX 6%
  DFA Intl Small Company DFISX 6%
  DFA Intl Small Cap Value DISVX 6%
  DFA Emerging Markets DFEMX 4%
  DFA Emerging Markets Value DFEVX 4%
  DFA Emerging Markets Small Cap DEMSX 5%
    TOTAL 100%
       
L2 WisdomTree    
  WISDOMTREE DIEFA DWM 20%
  WISDOMTREE TTL DIV DTD 15%
  WisdomTree Total Earnings Fund EXT 15%
  WISDOMTREE H-Y EQ TR DHS 10%
  WISDOMTREE DIEFA HY DTH 10%
  WISDOMTREE INTERNATI DKA 10%
  WISDOMTREE INTERNATI DPN 10%
  WisdomTree Low P/E Fund EZY 10%
    TOTAL 100%
       
L3 Ben Stein 2007    
  Vanguard Total Stock Market ETF VTI 35%
  ISHARES MSCI EAFE FD EFA 20%
  ISHARES MSCI E.M.I.F EEM 10%
  ISHARES COHEN & STEERS REALTY ICF 10%
  ISHARES RUSSELL 2000 VALUE INDEX FD IWN 10%
  Cash bsv 15%
    TOTAL 100%
       
L4 Ben Stein Retirement    
  DJ Wilshire REIT ETF RWR 50%
  ISHARES DOW SEL DIV DVY 50%
    TOTAL 100%
       
L5 Jim Lowell’s Sower’s Growth Portfolio    
  ISHARES MSCI EAFE FD EFA 25%
  ISHARE DJ TOT MKT IN IYY 15%
  MidCap SPDRs MDY 15%
  DIAMONDS DIA 10%
  ISHARES RUSSELL 2000 INDEX FD IWM 10%
  ISHARES MSCI E.M.I.F EEM 10%
  Fidelity Nasdaq Composite Index Tracking Stock ONEQ 7.5%
  PowerShares Dynamic Market Portfolio PWC 7.5%
    TOTAL 100%
       
L6 Frank Armstrong’s Ideal Index Portfolio    
  Vanguard Total Intl Stock Index VGTSX 31%
  Vanguard Short-Term Bond Index VBISX 30%
  Vanguard Small Cap Value Index VISVX 9.25%
  Vanguard Value Index VIVAX 9.25%
  Vanguard REIT Index VGSIX 8%
  Vanguard Small Cap Growth Index VISGX 6.25%
  Vanguard 500 Index VFINX 6.25%
    TOTAL 100%
       
L7 John Wasnik’s Nano Investment Portfolio    
  Vanguard Total Stock Market ETF VTI 20%
  Vanguard Total Intl Stock Index VGTSX 20%
  Vanguard REIT ETF VNQ 20%
  ISHARES LEHMAN TIPS TIP 20%
  ISHARES LEH AGG FD AGG 20%
    TOTAL  
       
L8 Andrew Tobias’ Lazy Portfolio    
  Vanguard Total Stock Mkt Idx VTSMX 33.30%
  Vanguard Total Intl Stock Index VGTSX 33.30%
  Vanguard Inflation-Protected Secs VIPSX 33.30%
    TOTAL 99.90%
       
L9 William Bernstein’s Basic No-Brainer Portfolio  
  Vanguard 500 Index VFINX 25%
  Vanguard Tax-Managed Small Cap Inv VTMSX 25%
  Vanguard Tax-Managed Intl VTMGX 25%
  Vanguard Short-Term Bond Index VBISX 25%
    TOTAL 100%
       
L10 William Bernstein’s No Brainer Cowards Portfolio  
  Vanguard Short-Term Investment-Grade VFSTX 40%
  Vanguard Total Stock Mkt Idx VTSMX 15%
  Vanguard Small Cap Value Index VISVX 10%
  Vanguard Value Index VIVAX 10%
  Vanguard Emerging Mkts Stock Idx VEIEX 5%
  Vanguard European Stock Index VEURX 5%
  Vanguard Pacific Stock Index VPACX 5%
  Vanguard REIT Index VGSIX 5%
  Vanguard Tax-Managed Small Cap Inv VTMSX 5%
    TOTAL 100%
       
L11 Bill Schultheis’ Coffeehouse Portfolio Three ETF  
  Vanguard Total Stock Market ETF VTI 33.3%
  ISHARES MSCI VLU IDX EFV 33.3%
  ISHARES LEH AGG FD AGG 33.3%
    TOTAL 100%
       
L12 Bill Schultheis’ Coffeehouse Portfolio ETFs    
  ISHARES LEH AGG FD AGG 40%
  ISHARE S&P 500 INDX IVV 10%
  ISHARE SP500 BAR VAL IVE 10%
  ISHARES MSCI EAFE FD EFA 10%
  ISHARE DJ R EST INX IYR 10%
  ISHARES RUSSELL 2000 VALUE INDEX FD IWN 10%
  ISHARES MRGN SM CORE JKJ 10%
    TOTAL 100%
       
L13 Bill Schultheis’ Coffeehouse Portfolio Vanguard  
  Vanguard Total Bond Market Index VBMFX 40%
  Vanguard 500 Index VFINX 10%
  Vanguard Value Index VIVAX 10%
  Vanguard Total Intl Stock Index VGTSX 10%
  Vanguard REIT Index VGSIX 10%
  Vanguard Small Cap Value Index VISVX 10%
  Vanguard Small Cap Index NAESX 10%
    TOTAL 100%
       
L14 David Swensen’s Lazy Portfolio    
  Vanguard Total Stock Mkt Idx VTSMX 30%
  Vanguard REIT Index VGSIX 20%
  Vanguard Developed Markets Index VDMIX 15%
  Vanguard Emerging Mkts Stock Idx VEIEX 5%
  Vanguard Inflation-Protected Secs VIPSX 15%
  Vanguard Short-Term Treasury VFISX 15%
    TOTAL 100%
       
L15 Scott Burns’ Couch Potato Portfolio    
  Vanguard Total Stock Mkt Idx VTSMX 50%
  Vanguard Inflation-Protected Secs VIPSX 50%
    TOTAL 100%
       
L16 Scott Burns’ Margarita Portfolio    
  Vanguard Total Stock Mkt Idx VTSMX 33.30%
  Vanguard Inflation-Protected Secs VIPSX 33.30%
  Vanguard Total Intl Stock Index VGTSX 33.30%
    TOTAL 99.90%
       
L17 Scott Burns’ Four Square Portfolio    
  Vanguard Total Stock Mkt Idx VTSMX 25%
  Vanguard Inflation-Protected Secs VIPSX 25%
  Vanguard Total Intl Stock Index VGTSX 25%
  Vanguard REIT Index VGSIX 25%
    TOTAL 100%
       
L18 Scott Burns’ Five Fold Portfolio    
  Vanguard Total Stock Mkt Idx VTSMX 20%
  Vanguard Inflation-Protected Secs VIPSX 20%
  Vanguard Total Intl Stock Index VGTSX 20%
  Vanguard REIT Index VGSIX 20%
  American Century International Bd Inv BEGBX 20%
    TOTAL 100%
       
L19 Scott Burns’ Six Ways from Sunday Portfolio  
  Vanguard Total Stock Mkt Idx VTSMX 16.7%
  Vanguard Inflation-Protected Secs VIPSX 16.7%
  Vanguard Total Intl Stock Index VGTSX 16.7%
  Vanguard REIT Index VGSIX 16.7%
  American Century International Bd Inv BEGBX 16.7%
  Vanguard Energy VGENX 16.7%
    TOTAL 100.0%
       
L20 Ted Aronson’s Lazy Portfolio    
  Vanguard Emerging Mkts Stock Idx VEIEX 20%
  Vanguard 500 Index VFINX 15%
  Vanguard Pacific Stock Index VPACX 15%
  Vanguard Extended Market Idx VEXMX 10%
  Vanguard Inflation-Protected Secs VIPSX 10%
  Vanguard European Stock Index VEURX 5%
  Vanguard High-Yield Corporate VWEHX 5%
  Vanguard Long-Term U.S. Treasury VUSTX 5%
  Vanguard Small Cap Growth Index VISGX 5%
  Vanguard Small Cap Value Index VISVX 5%
  Vanguard Total Stock Mkt Idx VTSMX 5%
    TOTAL 100%
       
L21 Merriman Vanguard Equity    
  Vanguard 500 Index VFINX 10.00%
  Vanguard Value Index VIVAX 10.00%
  Vanguard Small Cap Index NAESX 10.00%
  Vanguard Small Cap Value Index VISVX 10%
  Vanguard REIT Index VGSIX 10%
  Vanguard Developed Markets Index VDMIX 20%
  Vanguard International Value VTRIX 20%
  Vanguard Emerging Mkts Stock Idx VEIEX 10%
    TOTAL 100.00%
       
L22 FundAdvice Ultimate Buy & Hold    
  Vanguard 500 Index VFINX 6.00%
  Vanguard Value Index VIVAX 6.00%
  Vanguard Small Cap Index NAESX 6.00%
  Vanguard Small Cap Value Index VISVX 6%
  Vanguard REIT Index VGSIX 6%
  Vanguard Developed Markets Index VDMIX 12%
  Vanguard Inflation-Protected Secs VIPSX 8%
  Vanguard Interm-Term U.S. Treas VFITX 20%
  Vanguard Short-Term Treasury VFISX 12%
  Vanguard International Value VTRIX 12%
  Vanguard Emerging Mkts Stock Idx VEIEX 6%
    TOTAL 100.00%
       
L23 MMM Do It Yourself Funds    
  Vanguard 500 Index VFINX 12.00%
  Vanguard Value Index VIVAX 12.00%
  Vanguard Small Cap Value Index VISVX 20.00%
  Bridgeway Ultra-Small Company Market BRSIX 20.00%
  Vanguard REIT Index VGSIX 5.00%
  Vanguard International Value VTRIX 9.00%
  Vanguard International Explorer VINEX 9.00%
  Vanguard Emerging Mkts Stock Idx VEIEX 13.00%
    TOTAL 100.00%
       
L24 MMM Do It Yourself ETFs    
  Vanguard Large-Cap ETF VV 20.00%
  Vanguard Value ETF VTV 20.00%
  Vanguard Small-Cap Value ETF VBR 10.00%
  ISHARES RUSSELL MICR IWC 10.00%
  Vanguard REIT ETF VNQ 10.00%
  ISHARES MSCI VLU IDX EFV 10.00%
  WISDOMTREE INTL SC DLS 10.00%
  Vanguard Emerging Markets ETF VWO 10.00%
    TOTAL 100.00%
L27 Bogle Tax-Sheltered    
  Vanguard Total Intl Stock Index VTSMX 40%
  Vanguard Interm-Term U.S. Treas VFITX 30%
  Vanguard Total Intl Stock Index VGTSX 10%
  Vanguard Inflation-Protected Secs VIPSX 10%
  PIMCO Foreign Bond PFUIX 10%
    TOTAL 100.00%
   
L28 MMM SMILER Funds    
  Vanguard Small Cap Value Index VISVX 15%
  Bridgeway Ultra-Small Company Market BRSIX 20%
  Vanguard Total Intl Stock Index VGTSX 15%
  Vanguard Total Stock Mkt Idx VTSMX 10%
  Vanguard Emerging Mkts Stock Idx VEIEX 20%
  Vanguard REIT Index VGSIX 20%
       
       
L29 Harry Browne Permanent Portfolio    
  Vanguard Total Stock Market ETF VTI 25.00%
  ISHARES LEHMAN 20 YR TLT 25.00%
  Vanguard Short-Term Treasury VFISX 25.00%
  STREETTRACKS GOLD TR GLD 25.00%