Assets and Lazy Portfolios Short Term Returns

Last Update - Nov 13 2025, 10:00AM Eastern Time

In the following table, you can retrieve the most recent returns of the main Asset Classes (ETFs dividends included, when applicable).

Update time is Eastern Time (ET - America/New York).

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 Monthly Return (%)
Return (%) as of Oct 25
Ticker Asset Class Nov 25â–ľ Time(ET) 1M 3M 6M
FLLA
Latin America 5.91 Nov 13, 09:46AM 0.30 14.29 17.12
GLD
Gold 4.79 Nov 13, 10:00AM 3.56 21.51 21.18
VGK
Europe 2.47 Nov 13, 10:00AM 0.63 6.43 12.05
EFA
EAFE Stocks 1.96 Nov 13, 10:00AM 1.20 7.96 13.42
VNQ
US REITs 1.19 Nov 13, 10:00AM -2.45 1.00 2.93
IJR
US Small Cap 0.89 Nov 13, 10:00AM -0.87 7.22 18.52
DBC
Commodities 0.85 Nov 13, 09:53AM 1.55 1.92 11.23
EEM
Emerging Markets 0.49 Nov 13, 10:00AM 3.56 13.88 27.60
VPL
Pacific 0.33 Nov 13, 10:00AM 4.31 12.62 22.42
VT
World All Countries 0.12 Nov 13, 10:00AM 2.02 8.58 21.57
BIL
US Cash 0.11 Nov 13, 10:00AM 0.35 1.06 2.13
EMB
Emerg. Market Bonds 0.07 Nov 13, 10:00AM 1.98 5.44 10.28
PFF
US Preferred Stocks 0.07 Nov 13, 10:00AM -0.76 1.46 6.89
BND
US Total Bond Market 0.04 Nov 13, 10:00AM 0.60 2.89 3.47
TIP
US TIPS 0.01 Nov 13, 09:59AM 0.32 2.37 2.69
HYG
US High Yield Bonds -0.05 Nov 13, 10:00AM -0.01 1.99 5.83
LQD
US Invest. Grade Bonds -0.09 Nov 13, 10:00AM 0.15 3.09 5.36
TLT
US Long Term Treasuries -0.11 Nov 13, 10:00AM 1.38 5.04 3.18
BNDX
International Bonds -0.19 Nov 13, 10:00AM 1.00 1.67 1.91
SPY
US Large Cap -0.45 Nov 13, 10:00AM 2.38 8.21 23.70
VTI
US Total Stock Market -0.55 Nov 13, 10:00AM 2.21 8.19 23.66
QQQ
US Technology -2.18 Nov 13, 10:00AM 4.78 11.47 32.61
CWB
US Convertible Bonds -3.06 Nov 13, 10:00AM 3.03 10.15 21.24
Legend: Stocks Fixed Income Commodities
Lazy Portfolios are not meant to be monitored frequently or valued for short-term returns.
Returns (in US Dollars) are calculated on the hypothesis of:
  • a yearly rebalancing of the portfolios (at the beginning of the year)
  • the reinvestment of dividends
Live Returns (as of Nov 25) are calculated on the hypothesis of a newly built portfolio, with the expected asset allocation.

Once consolidated, the actual returns could differ, because they are calculated on the current asset weights in the portofolio.

For each portfolio, the update time of the least updated asset is indicated. Update time is Eastern Time (ET - America/New York). Portfolios with symbol contain asset with missing data, so their returns are partial.
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 Monthly Return (%)
Return (%) as of Oct 25
Portfolio Author Nov 25â–ľ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 6.47 Nov 13, 10:00AM -5.10 -0.57 -10.59
Gold 4.79 Nov 13, 10:00AM 3.56 21.51 21.18
Developed World ex-US Stocks Momentum 2.69 Nov 13, 10:00AM -0.47 6.47 13.91
Cockroach Portfolio Tony Dong 2.68 Nov 13, 10:00AM 1.66 7.79 7.87
European Stocks 2.47 Nov 13, 10:00AM 0.63 6.43 12.05
Golden Butterfly 2x Leveraged Tyler 2.33 Nov 13, 10:00AM 2.48 18.18 24.67
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 2.27 Nov 13, 10:00AM 3.45 19.21 23.32
Weird Portfolio Value Stock Geek 1.72 Nov 13, 10:00AM 0.49 8.93 13.10
Developed World ex-US Stocks 1.66 Nov 13, 10:00AM 1.77 8.99 16.81
US Stocks Minimum Volatility 1.63 Nov 13, 10:00AM -2.06 1.01 1.44
Marc Faber Portfolio Marc Faber 1.58 Nov 13, 10:00AM 1.30 9.38 12.94
Developed World ex-US 60/40 Momentum 1.53 Nov 13, 10:00AM 0.04 4.74 9.42
US Stocks Value 1.43 Nov 13, 10:00AM 1.08 6.41 14.85
Sheltered Sam 100/0 Bill Bernstein 1.38 Nov 13, 10:00AM 0.79 8.03 17.38
Paul Boyer Portfolio Paul Boyer 1.38 Nov 13, 10:00AM 1.88 10.36 12.68
Aggressive Global Income The Lazy Team 1.37 Nov 13, 10:00AM -0.67 4.03 9.26
Gold Pivot Ptf Aim Ways 1.31 Nov 13, 10:00AM 2.36 10.77 14.15
Ultimate Buy and Hold Strategy Paul Merriman 1.30 Nov 13, 10:00AM 0.26 7.23 16.94
Developed World ex-US 80/20 1.29 Nov 13, 10:00AM 1.64 7.70 14.04
Sheltered Sam 90/10 Bill Bernstein 1.25 Nov 13, 10:00AM 0.75 7.44 15.79
Golden Butterfly Tyler 1.20 Nov 13, 10:00AM 1.60 9.71 14.09
Aim comfortable trip Aim Ways 1.19 Nov 13, 10:00AM 1.51 7.80 11.78
Simplified Permanent Portfolio The Lazy Team 1.15 Nov 13, 10:00AM 1.95 9.52 12.74
Pinwheel Tyler 1.12 Nov 13, 10:00AM 1.10 7.88 13.49
Sheltered Sam 80/20 Bill Bernstein 1.12 Nov 13, 10:00AM 0.71 6.83 14.22
Permanent Portfolio Harry Browne 1.06 Nov 13, 10:00AM 2.04 9.60 12.80
Simple Money Portfolio Tim Maurer 1.05 Nov 13, 10:00AM 0.30 5.20 11.02
US Stocks Equal Weight 1.04 Nov 13, 10:00AM -0.93 2.79 12.05
Sheltered Sam 70/30 Bill Bernstein 0.99 Nov 13, 10:00AM 0.66 6.23 12.67
Golden Butterfly with Bitcoin Tyler 0.97 Nov 13, 10:00AM 1.43 9.08 13.95
Seven Value Scott Burns 0.96 Nov 13, 10:00AM 0.23 4.46 10.40
Developed World ex-US 40/60 Momentum 0.96 Nov 13, 10:00AM 0.33 3.79 7.02
Ideal Index Frank Armstrong 0.94 Nov 13, 10:00AM 0.55 5.89 11.88
Developed World ex-US 60/40 0.92 Nov 13, 10:00AM 1.50 6.33 11.17
Sheltered Sam 60/40 Bill Bernstein 0.86 Nov 13, 10:00AM 0.62 5.62 11.12
Robo Advisor 100 Value Tilt Betterment 0.84 Nov 13, 10:00AM 1.53 8.54 19.19
Permanent Portfolio with Bitcoin Harry Browne 0.84 Nov 13, 10:00AM 1.87 8.98 12.67
Desert Portfolio 2x Leveraged Gyroscopic Investing 0.82 Nov 13, 10:00AM 2.72 12.97 18.92
Big Rocks Portfolio Larry Swedroe 0.81 Nov 13, 10:00AM 0.24 4.97 10.74
Ultimate Buy&Hold FundAdvice 0.81 Nov 13, 10:00AM 0.24 5.16 10.96
Six Ways from Sunday Scott Burns 0.81 Nov 13, 10:00AM 0.32 4.29 9.99
Golden Ratio Portfolio Frank Vasquez 0.79 Nov 13, 10:00AM 1.66 9.44 15.48
Gone Fishin' Portfolio Alexander Green 0.75 Nov 13, 10:00AM 1.38 7.88 15.36
Sheltered Sam 50/50 Bill Bernstein 0.73 Nov 13, 10:00AM 0.57 5.00 9.59
Cape US Sector Value Robert Shiller 0.71 Nov 13, 10:00AM -3.07 0.35 5.33
Robo Advisor 90 Value Tilt Betterment 0.68 Nov 13, 10:00AM 1.63 8.31 18.63
Coffeehouse Bill Schultheis 0.68 Nov 13, 10:00AM 0.31 5.32 10.79
All Weather Portfolio 2x Leveraged Ray Dalio 0.66 Nov 13, 10:00AM 2.74 13.12 19.28
Five Asset Roger Gibson 0.61 Nov 13, 10:00AM 0.83 4.81 11.69
Robo Advisor 80 Value Tilt Betterment 0.60 Nov 13, 10:00AM 1.58 7.77 16.99
Sheltered Sam 40/60 Bill Bernstein 0.60 Nov 13, 10:00AM 0.52 4.39 8.08
Shield Strategy Aim Ways 0.60 Nov 13, 10:00AM 2.14 9.42 15.84
Coward's Portfolio Bill Bernstein 0.59 Nov 13, 10:00AM 0.78 5.53 11.61
Long Term Portfolio Ben Stein 0.59 Nov 13, 10:00AM 1.14 6.86 15.12
Ivy Portfolio Mebane Faber 0.55 Nov 13, 10:00AM 0.71 4.86 11.90
Developed World ex-US 40/60 0.55 Nov 13, 10:00AM 1.35 4.88 8.19
Nano Portfolio John Wasik 0.53 Nov 13, 10:00AM 0.43 4.61 9.08
Late Sixties and Beyond Burton Malkiel 0.52 Nov 13, 10:00AM 0.96 5.97 13.21
Andrew Tobias Portfolio Andrew Tobias 0.51 Nov 13, 10:00AM 1.27 6.02 12.69
No Brainer Portfolio Bill Bernstein 0.50 Nov 13, 10:00AM 1.02 6.79 15.40
Mid-Fifties Burton Malkiel 0.50 Nov 13, 10:00AM 1.29 6.97 15.48
Emerging Markets Stocks 0.49 Nov 13, 10:00AM 3.56 13.88 27.60
Sheltered Sam 30/70 Bill Bernstein 0.47 Nov 13, 10:00AM 0.48 3.76 6.57
Larry Portfolio Larry Swedroe 0.47 Nov 13, 10:00AM 0.43 4.31 7.56
Late Thirties to Early Forties Burton Malkiel 0.46 Nov 13, 10:00AM 1.51 7.53 16.86
7Twelve Portfolio Craig Israelsen 0.45 Nov 13, 10:00AM 0.64 4.42 10.94
Mid-Twenties Burton Malkiel 0.45 Nov 13, 10:00AM 1.58 7.75 17.36
Five Fold Scott Burns 0.41 Nov 13, 10:00AM 0.65 4.75 9.73
Desert Portfolio Gyroscopic Investing 0.40 Nov 13, 10:00AM 1.42 6.20 10.31
Robo Advisor 50 Value Tilt Betterment 0.40 Nov 13, 10:00AM 1.32 5.93 11.75
Gretchen Tai Portfolio Gretchen Tai 0.40 Nov 13, 10:00AM 1.50 7.26 15.15
PISI Portfolio Davide Pisicchio 0.40 Nov 13, 10:00AM 1.48 6.74 10.98
GAA Global Asset Allocation Mebane Faber 0.40 Nov 13, 10:00AM 1.42 6.40 11.51
Tilt Toward Value Time Money Inc 0.39 Nov 13, 10:00AM 0.87 5.49 11.58
Perfect Portfolio Ben Stein 0.38 Nov 13, 10:00AM 1.69 7.26 17.02
Yale Endowment David Swensen 0.37 Nov 13, 10:00AM 0.83 5.54 12.09
Talmud Portfolio 2x Leveraged Roger Gibson 0.36 Nov 13, 10:00AM -0.10 6.06 13.87
Lazy Portfolio David Swensen 0.36 Nov 13, 10:00AM 0.83 5.64 12.27
Odd-Stats Strategy Aim Ways 0.35 Nov 13, 10:00AM 1.39 6.32 10.56
Sheltered Sam 20/80 Bill Bernstein 0.34 Nov 13, 10:00AM 0.43 3.13 5.08
Margaritaville Scott Burns 0.34 Nov 13, 10:00AM 1.49 6.87 14.62
One-Decision Portfolio Marvin Appel 0.34 Nov 13, 10:00AM 0.12 3.75 8.76
Sandwich Portfolio Bob Clyatt 0.30 Nov 13, 10:00AM 0.83 5.26 11.55
Family Taxable Portfolio Ted Aronson 0.28 Nov 13, 10:00AM 1.66 7.82 16.07
Dimensional Retirement Income Fund DFA 0.27 Nov 12 0.47 3.04 6.01
In Saecula Saeculorum Fulvio Marchese 0.27 Nov 13, 10:00AM 1.64 7.36 14.07
Simple and Cheap Time Money Inc 0.26 Nov 13, 10:00AM 1.11 5.67 12.03
Eliminate Fat Tails Larry Swedroe 0.25 Nov 13, 10:00AM 0.74 4.53 8.42
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.24 Nov 13, 10:00AM 1.20 6.11 13.81
All Weather Portfolio Ray Dalio 0.24 Nov 13, 10:00AM 1.74 6.80 10.93
LifeStrategy Growth Fund Vanguard 0.24 Nov 13, 10:00AM 1.80 7.62 17.48
Rob Arnott Portfolio Rob Arnott 0.23 Nov 13, 10:00AM 0.77 3.88 7.61
Robo Advisor 20 Value Tilt Betterment 0.23 Nov 13, 10:00AM 0.80 3.46 5.96
Talmud Portfolio Roger Gibson 0.23 Nov 13, 10:00AM 0.18 4.10 9.69
Margherita Portfolio Davide Pisicchio 0.22 Nov 13, 10:00AM 1.51 6.65 11.47
Core Four Rick Ferri 0.22 Nov 13, 10:00AM 1.46 7.01 16.35
Sheltered Sam 10/90 Bill Bernstein 0.21 Nov 13, 10:00AM 0.38 2.50 3.60
Four Square Scott Burns 0.21 Nov 13, 10:00AM 1.37 5.63 11.40
Three Funds Bogleheads 0.21 Nov 13, 10:00AM 1.79 7.65 17.67
Edge Select Aggressive Merrill Lynch 0.21 Nov 13, 10:00AM 1.88 8.09 19.35
Four Funds Bogleheads 0.20 Nov 13, 10:00AM 1.76 7.60 17.57
Edge Select Conservative Merrill Lynch 0.19 Nov 13, 10:00AM 0.70 3.42 6.38
10-year Treasury 0.18 Nov 13, 09:59AM 0.71 3.04 2.78
Desert Portfolio with Bitcoin Gyroscopic Investing 0.18 Nov 13, 10:00AM 1.24 5.58 10.16
Developed World ex-US 20/80 0.18 Nov 13, 10:00AM 1.18 3.33 5.11
Robo Advisor 10 Value Tilt Betterment 0.18 Nov 13, 10:00AM 0.58 2.52 3.90
Robust Alpha Architect 0.17 Nov 13, 10:00AM -0.46 4.50 13.19
LifeStrategy Moderate Growth Vanguard 0.17 Nov 13, 10:00AM 1.55 6.41 13.81
Global Market Portfolio Credit Suisse 0.16 Nov 13, 10:00AM 1.27 5.75 10.88
Dynamic 60/40 Income The Lazy Team 0.16 Nov 13, 10:00AM -0.10 2.88 8.01
Four Seasons Portfolio Davide Pisicchio 0.15 Nov 13, 10:00AM 1.68 7.24 13.56
Second Grader's Starter Paul Farrell 0.15 Nov 13, 10:00AM 1.93 8.15 19.70
Edge Select Moderately Aggressive Merrill Lynch 0.15 Nov 13, 10:00AM 1.67 7.18 16.63
Lifepath Fund iShares 0.14 Nov 13, 10:00AM 1.13 5.24 10.36
Robo Advisor 0 Betterment 0.13 Nov 13, 10:00AM 0.34 1.56 1.84
Short Term Treasury 0.13 Nov 13, 09:59AM 0.33 1.52 1.76
Edge Select Moderate Merrill Lynch 0.13 Nov 13, 10:00AM 1.37 6.16 13.55
All Country World Stocks 0.12 Nov 13, 10:00AM 2.02 8.58 21.57
US Cash 0.11 Nov 13, 10:00AM 0.35 1.06 2.13
LifeStrategy Conservative Growth Vanguard 0.10 Nov 13, 10:00AM 1.29 5.16 10.17
Conservative Income Charles Schwab 0.09 Nov 13, 10:00AM 0.31 2.12 3.05
All Country World 80/20 0.09 Nov 13, 10:00AM 1.83 7.50 17.97
Edge Select Moderately Conservative Merrill Lynch 0.08 Nov 13, 10:00AM 1.16 5.07 10.44
Sheltered Sam 0/100 Bill Bernstein 0.08 Nov 13, 09:59AM 0.33 1.86 2.13
US Stocks Quality 0.08 Nov 13, 09:59AM 0.93 6.88 16.44
Dedalo Eleven Dedalo Invest 0.06 Nov 13, 10:00AM 2.06 7.86 18.38
All Country World 60/40 0.05 Nov 13, 10:00AM 1.63 6.39 14.40
All Weather Portfolio with Bitcoin Ray Dalio 0.05 Nov 13, 10:00AM 1.59 6.39 10.91
Total Bond US 0.04 Nov 13, 10:00AM 0.60 2.89 3.47
LifeStrategy Income Fund Vanguard 0.03 Nov 13, 10:00AM 1.01 3.86 6.57
All Country World 40/60 0.02 Nov 13, 10:00AM 1.41 5.25 10.88
US Inflation Protection 0.01 Nov 13, 09:59AM 0.32 2.37 2.69
All Country World 20/80 -0.01 Nov 13, 10:00AM 1.19 4.08 7.39
All Country World Bonds -0.04 Nov 13, 10:00AM 0.96 2.87 3.95
Dynamic 40/60 Income The Lazy Team -0.07 Nov 13, 10:00AM 0.79 3.77 9.49
Stocks/Bonds 20/80 -0.08 Nov 13, 10:00AM 0.94 3.98 7.23
High Yield Bonds Income The Lazy Team -0.12 Nov 13, 10:00AM 0.52 3.45 7.38
Ulcer Free Strategy Aim Ways -0.14 Nov 13, 10:00AM 2.07 7.22 10.74
Capricciosa Portfolio Davide Pisicchio -0.14 Nov 13, 10:00AM 1.67 6.74 14.60
Total Bond Developed World ex-US -0.19 Nov 13, 10:00AM 1.00 1.67 1.91
Stocks/Bonds 40/60 -0.20 Nov 13, 10:00AM 1.27 5.06 11.12
Couch Potato Scott Burns -0.27 Nov 13, 10:00AM 1.30 5.32 12.65
Stocks/Bonds 40/60 2x Leveraged -0.29 Nov 13, 10:00AM 2.36 9.11 18.41
Dedalo Four Dedalo Invest -0.31 Nov 13, 10:00AM 1.94 7.06 18.58
Stocks/Bonds 60/40 -0.31 Nov 13, 10:00AM 1.60 6.12 15.15
Stocks/Bonds 40/60 with Bitcoin -0.32 Nov 13, 10:00AM 1.15 4.81 11.19
Dedalo Three Dedalo Invest -0.35 Nov 13, 10:00AM 2.15 8.31 23.01
Stocks/Bonds 40/60 ESG -0.35 Nov 13, 10:00AM 1.42 5.30 11.69
Stocks/Bonds 20/80 Momentum -0.40 Nov 13, 10:00AM 0.27 3.49 7.09
Simple Path to Wealth JL Collins -0.40 Nov 13, 10:00AM 1.83 6.90 18.27
Stocks/Bonds 80/20 -0.43 Nov 13, 10:00AM 1.91 7.16 19.33
Stocks/Bonds 60/40 with Bitcoin -0.44 Nov 13, 10:00AM 1.48 5.86 15.22
Stocks/Bonds 60/40 ESG -0.52 Nov 13, 10:00AM 1.78 6.45 15.98
Warren Buffett Portfolio Warren Buffett -0.53 Nov 13, 10:00AM 2.30 7.68 21.89
US Stocks -0.55 Nov 13, 10:00AM 2.21 8.19 23.66
Pepperoni Portfolio Davide Pisicchio -0.59 Nov 13, 10:00AM 1.95 6.54 16.37
Stocks/Bonds 60/40 2x Leveraged -0.69 Nov 13, 10:00AM 2.97 11.12 27.27
Stocks/Bonds 40/60 Momentum -0.83 Nov 13, 10:00AM -0.04 4.06 10.74
US Stocks ESG -0.85 Nov 13, 10:00AM 2.48 8.69 25.08
Diavola Portfolio Davide Pisicchio -0.89 Nov 13, 10:00AM 2.71 8.43 23.51
Stocks/Bonds 60/40 Momentum -1.26 Nov 13, 10:00AM -0.34 4.60 14.40
Stocks/Bonds 80/20 Momentum -1.70 Nov 13, 10:00AM -0.61 5.12 18.09
US Stocks Momentum -2.13 Nov 13, 10:00AM -0.87 5.61 21.81
Technology -2.18 Nov 13, 10:00AM 4.78 11.47 32.61
Ark Tech Portfolio Cathie Wood -10.53 Nov 13, 10:00AM 6.51 21.31 66.36