Here Are The 20 Best Income Portfolios Built with ETFs for 2023
If you're looking for income then you should look at this list of the 20 best income portfolios.
Larry Swedroe Portfolios can be built with 3-8 ETFs. They are exposed to between 40% and 100% equities. They are low-risk to high-risk portfolios.
Here is how you build Larry Swedroe’s Simple portfolio with ETFs
Below you can find many more Larry Swedroe portfolios along with which ETFs you need to use.
Portfolio data was last updated on 1st of June 2023, 06:35 ET
|Name||Year to date||Return in 2022||10 year return||CAGR since 1989 (%)||Draw Down||Expense ratio||Yield|
|Larry Swedroe Simple Portfolio||-0.18||-6.71||5.96||8.23||-23.8||0.12%||4.21|
|Larry Swedroe, The Larry Portfolio 1||1.58||-11.38||3.65||6.73||-11.38||0.10%||2.08|
|Larry Swedroe, The Larry Portfolio 2||0.67||-11.49||2.57||6.51||-11.49||0.13%||2.17|
|Larry Swedroe, Eliminate Fat Tails Portfolio (value tilt)||0.33||-5.69||2.78||6.51||-13.55||0.10%||3.81|
|Larry Swedroe Big Rocks Portfolio||0.52||-9.91||5.61||7.43||-20.56||0.11%||2.06|
|Larry Swedroe Model Portfolios Conservative||0.58||-7.98||3.99||6.3||-11.68||0.08%||1.77|
|Larry Swedroe Model Portfolios Moderate||0.61||-10.04||5.59||7.38||-20.82||0.09%||1.99|
|Larry Swedroe Model Portfolios Moderately Aggressive||0.64||-12.1||7.13||8.33||-29.96||0.11%||2.21|
|Larry Swedroe Model Portfolios Highly Aggressive||0.67||-14.15||8.61||9.14||-39.1||0.12%||2.42|
Here is what the table is showing you
Year to date: This shows what the portfolio has returned this year starting from the first trading day of the year.
10 Year return: This shows the compounded annualized growth rate over a ten-year period. The current year is excluded from calculations.
CAGR since 1989: This shows the compounded annualized growth rate since 1989. The current year is excluded from calculations.
Expense ratio: This shows the cost of holding the portfolio if you were to construct the portfolio using the proposed ETFs.
Yield: This is the expected dividend yield of the portfolio.
Please note that past performance is not a guarantee of future returns.
Below you can see the returns of the best portfolios that we have benchmarked.
|Name||See Portfolio||Year to date||Return in 2022||10 year return||CAGR since 1989 (%)||Draw Down|
Larry Swedroe is a prolific author and director of research at the wealth management firm Buckingham Strategic Wealth.
He often visits the Bogleheads Forum, where he shares insights, knowledge, and answers questions. He is easily one of our favorite authors on investing.
He is also a clear runner-up for one of the three good guys in investing.
Larry Swedroe has written many articles all over the web as well. Examples include articles on ETF.com, Forbes and finance.yahoo.com.
They also include articles and research on the Bam Alliance website. The BAM Alliance is a “community of independent advisors” that puts the clients first. BAM hold their fiduciary responsibility to a very high standard.
Larry Swedroe favors a data-driven approach to investing. The approach means that in all his books, he has plenty of evidence why he suggests a specific portfolio. In that regard, he is very much like Paul Merriman, who is also an evidence-based investor.
Larry Swedroe is a prolific writer.
Hos books include The Only Guide to a Winning Investment Strategy You’ll Ever Need (co-written), and Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today.
You may not think that you need to do any factor-based investing (smart beta), but the first 30 pages in this book are like a 500$ course on investing!
It teaches you everything about what asset classes are and how to think about them. It shows you what “the market” really is. And it teaches you that not all asset classes are asset classes!
This is an excellent introduction to asset classes, the market, and why small-caps have outperformed.
Larry Swedroe has designed some exciting portfolios that look like no one else’s. The one theme that runs through all of his portfolios is to keep the portfolios low on volatility.
Larry Swedroe favors safety over high-risk returns. This doesn’t mean that Larry Swedroe’s portfolios are lackluster!
On the contrary.
The first component of Larry Swedrowe’s portfolios is designed in such a way that they are heavy on low volatility asset classes like bonds.
The second component of Larry Swedroe’s portfolios is to add high-performing, high-risk asset classes like small caps to make the portfolio offer high returns.
The results of this portfolio jiu-jitsu are portfolios that have very low volatility and high returns in comparison to other portfolios with the same amount of bond allocation.
This makes the portfolios suited for typical savings situations or for clients that simply cannot stomach the high volatility of a 100% stock portfolio.
If you want to get inside of Larry Swedroe’s head to see how he thinks, I recommend his book The Only Guide to a Winning Investment Strategy You’ll Ever Need.
The results of this portfolio jiu-jitsu are portfolios that have very low volatility and high returns
Below you can see the asset allocation for Larry Swedroe’s portfolios
Larry Swedroe is the director of research at Buckingham Wealth Advisors.
Larry Swedroe is a prolific writer – here is an overview of all of his books on Amazon.
You can find his articles on ETF.com, where he is a frequent contributor.
Larry Swedroe also visits the Bogleheads forum, where he helps out answering questions and cutting through the F.U.D.
Here is an excellent youtube playlist of some extremely educational from Larry Swedroe
Larry Swedroe’s two best books are:
The Only Guide to a Winning Investment Strategy You’ll Ever Need
Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today.
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If you have already committed to a portfolio then maybe you need help maintaining the portfolio. In this case you will find our rebalance worksheet useful.
Rebalancing your portfolio lowers your risk and may provide higher returns in the long run. It is completely FREE.
You can find the rebalance worksheet in our article Here Is The Most Easy To Use Portfolio Rebalance Tool.
The Larry portfolio is made by Larry Swedroe and has a significant allocation to bonds and a smaller allocation to small-cap stocks. It does this to capture more of the small-cap risk premia (higher returns) but retains stability through the heavy allocation to bonds.