Last Update - 31 July 2026

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

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Return (%) as of Jul 26
Ticker Asset Class 1M 3M 6M
GLD
Gold 0.86 -12.30 -16.50
DBC
Commodities 10.47 -5.31 20.55
EEM
Emerging Markets -6.31 0.68 9.01
QQQ
US Technology -6.57 3.15 10.89
VT
World All Countries -0.69 3.45 7.80
VTI
US Total Stock Market -0.49 4.26 8.77
EFA
EAFE Stocks 1.64 4.82 6.46
SPY
US Large Cap Blend 0.03 4.22 8.53
CWB
US Convertible Bonds -5.46 1.16 9.82
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
IJR
US Small Cap Blend -1.92 6.42 15.04
HYG
US High Yield Bonds -0.15 0.37 0.92
EMB
Emerg. Market Bonds -1.44 0.07 0.59
BND
US Total Bond Market -1.28 -0.74 -0.75
PFF
US Preferred Stocks 0.40 -1.80 -1.44
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
TIP
US TIPS -0.68 -0.95 0.02
BIL
US Cash 0.34 0.93 1.78
BNDX
International Bonds -1.14 0.12 -0.29
VNQ
US REITs 2.61 3.63 11.11
IJH
US Mid Cap Blend -2.39 3.69 10.14
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 Aug 26) 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 Jul 26
Portfolio Author Aug 26▾ Time(ET) 1M 3M 6M
Ark Tech Portfolio Cathie Wood 15.35 Aug 24 -9.69 2.94 3.86
Gold 14.48 Aug 24 0.86 -12.30 -16.50
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 9.16 Aug 24 -1.74 -6.43 -9.06
Golden Butterfly 2x Leveraged Tyler 7.62 Aug 24 -2.52 -2.36 -1.60
Gold Pivot Ptf Aim Ways 5.71 Aug 24 -1.25 -3.47 -4.08
All Weather Portfolio 2x Leveraged Ray Dalio 5.41 Aug 24 -1.87 -3.06 -0.36
Desert Portfolio 2x Leveraged Gyroscopic Investing 4.94 Aug 24 -2.12 -2.48 -2.90
Permanent Portfolio with Bitcoin Harry Browne 4.74 Aug 24 -0.89 -2.60 -2.73
Permanent Portfolio Harry Browne 4.51 Aug 24 -0.97 -2.55 -2.73
Marc Faber Portfolio Marc Faber 4.48 Aug 24 0.18 -1.48 0.16
Simplified Permanent Portfolio The Lazy Team 4.45 Aug 24 -0.63 -2.66 -2.91
Cockroach Portfolio Tony Dong 4.44 Aug 24 0.42 -1.27 -1.24
Paul Boyer Portfolio Paul Boyer 4.43 Aug 24 -2.08 -2.75 -2.06
Shield Strategy Aim Ways 4.16 Aug 24 -1.53 -1.28 -0.40
Golden Butterfly with Bitcoin Tyler 4.14 Aug 24 -0.83 -0.96 0.25
Weird Portfolio Value Stock Geek 3.99 Aug 24 0.13 -0.69 1.41
Golden Butterfly Tyler 3.91 Aug 24 -0.90 -0.91 0.24
US Stocks Minimum Volatility 3.66 Aug 24 1.52 3.80 3.84
Developed World ex-US Stocks 3.56 Aug 24 -0.88 3.19 7.42
Golden Ratio Portfolio Frank Vasquez 3.42 Aug 24 -1.22 -0.68 1.14
Emerging Markets Stocks 3.21 Aug 24 -6.31 0.68 9.01
US Stocks Equal Weight 3.16 Aug 24 1.05 6.10 9.43
Aim comfortable trip Aim Ways 3.14 Aug 24 -0.23 0.29 1.36
Stocks/Bonds 60/40 2x Leveraged 2.97 Aug 24 -1.60 2.86 6.29
Developed World ex-US Stocks Momentum 2.95 Aug 24 -2.19 1.61 4.07
All Weather Portfolio with Bitcoin Ray Dalio 2.93 Aug 24 -1.05 -1.44 1.07
Developed World ex-US 80/20 2.86 Aug 24 -0.93 2.62 5.94
Technology 2.86 Aug 24 -6.57 3.15 10.89
All Country World Stocks 2.76 Aug 24 -0.69 3.45 7.80
In Saecula Saeculorum Fulvio Marchese 2.74 Aug 24 -0.74 0.31 1.67
Odd-Stats Strategy Aim Ways 2.72 Aug 24 -1.59 0.20 1.95
Pinwheel Tyler 2.71 Aug 24 -0.18 1.36 4.46
Four Seasons Portfolio Davide Pisicchio 2.66 Aug 24 -0.74 0.27 1.93
Aggressive Portfolio Lyn Alden 2.63 Aug 24 -0.64 2.54 6.26
US Stocks ESG 2.62 Aug 24 -0.17 5.19 9.06
Desert Portfolio with Bitcoin Gyroscopic Investing 2.62 Aug 24 -0.31 -0.34 0.45
All Weather Portfolio Ray Dalio 2.61 Aug 24 -1.01 -1.33 1.46
Robo Advisor 90 Value Tilt Betterment 2.60 Aug 24 -1.15 3.43 8.27
Sheltered Sam 100/0 Bill Bernstein 2.56 Aug 24 0.11 4.51 9.54
Dedalo Three Dedalo Invest 2.56 Aug 24 -0.55 4.02 8.47
Moderate Portfolio Lyn Alden 2.53 Aug 24 -0.94 2.08 5.40
Robo Advisor 100 Value Tilt Betterment 2.52 Aug 24 -0.46 4.27 8.91
Conservative Portfolio Lyn Alden 2.49 Aug 24 -0.13 1.63 4.40
Cape US Sector Value Robert Shiller 2.47 Aug 24 1.40 1.30 0.07
US Stocks 2.47 Aug 24 -0.49 4.26 8.77
US Stocks Value 2.47 Aug 24 1.94 4.08 7.56
Margherita Portfolio Davide Pisicchio 2.45 Aug 24 -0.75 -0.22 0.99
Gone Fishin' Portfolio Alexander Green 2.45 Aug 24 -1.59 1.71 5.48
PISI Portfolio Davide Pisicchio 2.44 Aug 24 -0.98 -0.65 0.04
Second Grader's Starter Paul Farrell 2.40 Aug 24 -0.75 3.36 7.37
Ulcer Free Strategy Aim Ways 2.39 Aug 24 -2.43 -1.24 0.09
Desert Portfolio Gyroscopic Investing 2.39 Aug 24 -0.39 -0.29 0.44
Robo Advisor 80 Value Tilt Betterment 2.36 Aug 24 -1.19 3.02 7.33
Diavola Portfolio Davide Pisicchio 2.35 Aug 24 -2.10 3.55 8.41
Sheltered Sam 90/10 Bill Bernstein 2.34 Aug 24 0.08 4.08 8.66
Stocks/Bonds 40/60 2x Leveraged 2.34 Aug 24 -2.17 0.86 2.65
Perfect Portfolio Ben Stein 2.33 Aug 24 -0.44 2.74 7.63
All Country World 80/20 2.29 Aug 24 -0.80 2.74 6.19
European Stocks 2.28 Aug 24 2.32 5.38 5.43
Ultimate Buy and Hold Strategy Paul Merriman 2.23 Aug 24 0.30 4.07 9.29
Edge Select Aggressive Merrill Lynch 2.22 Aug 24 -1.27 3.06 7.22
GAA Global Asset Allocation Mebane Faber 2.22 Aug 24 -0.78 -0.28 3.12
Three Funds Bogleheads 2.21 Aug 24 -0.82 2.88 6.44
Four Funds Bogleheads 2.20 Aug 24 -0.77 2.86 6.51
Warren Buffett Portfolio Warren Buffett 2.19 Aug 24 -0.07 3.93 7.75
LifeStrategy Growth Fund Vanguard 2.19 Aug 24 -0.82 2.90 6.43
Stocks/Bonds 60/40 with Bitcoin 2.19 Aug 24 -0.69 2.00 4.56
Five Asset Roger Gibson 2.17 Aug 24 2.22 0.67 9.59
Capricciosa Portfolio Davide Pisicchio 2.17 Aug 24 -0.79 1.38 3.72
Dedalo Eleven Dedalo Invest 2.17 Aug 24 -1.10 2.95 6.80
Developed World ex-US 60/40 2.16 Aug 24 -0.98 2.03 4.43
Sheltered Sam 80/20 Bill Bernstein 2.12 Aug 24 0.06 3.63 7.76
Seven Value Scott Burns 2.10 Aug 24 1.92 2.48 8.27
Stocks/Bonds 80/20 2.09 Aug 24 -0.64 3.30 6.88
Ivy Portfolio Mebane Faber 2.07 Aug 24 2.63 0.13 10.69
Dedalo Four Dedalo Invest 2.06 Aug 24 -0.66 3.27 6.73
Gretchen Tai Portfolio Gretchen Tai 2.05 Aug 24 -1.35 2.25 6.09
Mid-Twenties Burton Malkiel 2.05 Aug 24 -0.92 3.14 7.49
US Stocks Quality 2.02 Aug 24 -0.05 6.01 8.77
Late Thirties to Early Forties Burton Malkiel 2.00 Aug 24 -0.84 3.11 7.30
Simple Path to Wealth JL Collins 1.99 Aug 24 -0.68 3.06 6.41
Core Four Rick Ferri 1.99 Aug 24 -0.53 2.92 6.71
Family Taxable Portfolio Ted Aronson 1.98 Aug 24 -2.50 2.39 7.29
Six Ways from Sunday Scott Burns 1.95 Aug 24 2.10 1.75 7.77
Edge Select Moderately Aggressive Merrill Lynch 1.93 Aug 24 -1.22 2.40 5.74
Margaritaville Scott Burns 1.93 Aug 24 -0.75 2.13 5.42
Sheltered Sam 70/30 Bill Bernstein 1.90 Aug 24 0.03 3.18 6.86
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.85 Aug 24 -0.42 2.52 5.99
Mid-Fifties Burton Malkiel 1.82 Aug 24 -0.69 2.96 6.92
All Country World 60/40 1.82 Aug 24 -0.90 2.01 4.58
Stocks/Bonds 40/60 with Bitcoin 1.81 Aug 24 -0.84 0.99 2.65
Stocks/Bonds 60/40 ESG 1.80 Aug 24 -0.62 2.83 5.06
Developed World ex-US 60/40 Momentum 1.79 Aug 24 -1.80 1.04 2.38
7Twelve Portfolio Craig Israelsen 1.77 Aug 24 1.75 0.45 9.60
Talmud Portfolio 2x Leveraged Roger Gibson 1.76 Aug 24 0.21 2.07 8.82
LifeStrategy Moderate Growth Vanguard 1.74 Aug 24 -0.92 2.09 4.70
Long Term Portfolio Ben Stein 1.72 Aug 24 -0.27 3.43 7.63
Andrew Tobias Portfolio Andrew Tobias 1.72 Aug 24 0.44 3.18 5.30
Pepperoni Portfolio Davide Pisicchio 1.71 Aug 24 -1.43 2.39 5.83
Stocks/Bonds 60/40 1.70 Aug 24 -0.79 2.33 4.99
Sheltered Sam 60/40 Bill Bernstein 1.68 Aug 24 0.00 2.72 5.96
No Brainer Portfolio Bill Bernstein 1.62 Aug 24 -0.79 3.56 7.93
JP Morgan Balanced Portfolio JP Morgan 1.61 Aug 24 0.09 2.21 6.71
Edge Select Moderate Merrill Lynch 1.57 Aug 24 -1.22 1.74 4.30
Ideal Index Frank Armstrong 1.57 Aug 24 -0.30 3.22 7.23
Yale Endowment David Swensen 1.54 Aug 24 -0.29 2.34 6.38
Late Sixties and Beyond Burton Malkiel 1.53 Aug 24 -0.39 2.75 6.31
Simple and Cheap Time Money Inc 1.49 Aug 24 -0.58 2.07 4.99
Ultimate Buy&Hold FundAdvice 1.48 Aug 24 0.10 2.37 5.58
Coward's Portfolio Bill Bernstein 1.48 Aug 24 -0.47 2.98 6.58
Robo Advisor 50 Value Tilt Betterment 1.46 Aug 24 -0.91 2.01 4.42
Sheltered Sam 50/50 Bill Bernstein 1.46 Aug 24 -0.03 2.25 5.04
Developed World ex-US 40/60 1.45 Aug 24 -1.03 1.42 2.89
Four Square Scott Burns 1.45 Aug 24 -0.85 1.63 3.99
Lazy Portfolio David Swensen 1.44 Aug 24 -0.32 2.29 6.35
Tilt Toward Value Time Money Inc 1.44 Aug 24 -0.47 2.36 5.42
Simple Money Portfolio Tim Maurer 1.44 Aug 24 0.83 2.97 5.60
Couch Potato Scott Burns 1.44 Aug 24 -0.59 1.71 4.42
Stocks/Bonds 40/60 ESG 1.39 Aug 24 -0.86 1.62 3.06
Sandwich Portfolio Bob Clyatt 1.38 Aug 24 -0.56 1.84 4.75
All Country World 40/60 1.34 Aug 24 -1.02 1.25 2.94
Stocks/Bonds 40/60 1.32 Aug 24 -0.95 1.33 3.08
Robust Alpha Architect 1.32 Aug 24 -2.35 2.57 11.73
LifeStrategy Conservative Growth Vanguard 1.30 Aug 24 -1.02 1.26 2.95
Big Rocks Portfolio Larry Swedroe 1.29 Aug 24 0.28 3.15 6.62
Global Market Portfolio Credit Suisse 1.29 Aug 24 -1.69 0.86 2.94
Lifepath Fund iShares 1.28 Aug 24 -0.94 1.25 3.24
Coffeehouse Bill Schultheis 1.28 Aug 24 -0.50 2.81 6.44
Rob Arnott Portfolio Rob Arnott 1.26 Aug 24 0.19 -0.17 4.18
Sheltered Sam 40/60 Bill Bernstein 1.23 Aug 24 -0.06 1.78 4.12
Edge Select Moderately Conservative Merrill Lynch 1.23 Aug 24 -1.14 1.08 2.77
Developed World ex-US 40/60 Momentum 1.21 Aug 24 -1.59 0.74 1.51
Five Fold Scott Burns 1.16 Aug 24 -0.13 2.05 5.42
Nano Portfolio John Wasik 1.16 Aug 24 0.41 2.28 5.17
Sheltered Sam 30/70 Bill Bernstein 1.01 Aug 24 -0.09 1.30 3.18
Talmud Portfolio Roger Gibson 1.01 Aug 24 0.33 2.45 6.42
Aggressive Global Income The Lazy Team 0.98 Aug 24 1.93 3.58 8.26
Dynamic 40/60 Income The Lazy Team 0.95 Aug 24 -0.31 0.67 1.88
Stocks/Bonds 20/80 0.94 Aug 24 -1.11 0.31 1.17
Larry Portfolio Larry Swedroe 0.92 Aug 24 -0.79 0.70 2.57
All Country World 20/80 0.87 Aug 24 -1.13 0.48 1.28
LifeStrategy Income Fund Vanguard 0.85 Aug 24 -1.13 0.40 1.18
Dimensional Retirement Income Fund DFA 0.85 Aug 21 -0.33 0.41 2.10
Eliminate Fat Tails Larry Swedroe 0.83 Aug 24 -1.54 1.15 4.37
Edge Select Conservative Merrill Lynch 0.82 Aug 24 -0.67 0.94 2.09
Dynamic 60/40 Income The Lazy Team 0.81 Aug 24 0.53 1.41 4.00
Sheltered Sam 20/80 Bill Bernstein 0.79 Aug 24 -0.12 0.80 2.24
Robo Advisor 20 Value Tilt Betterment 0.78 Aug 24 -0.41 0.94 2.03
Developed World ex-US 20/80 0.75 Aug 24 -1.08 0.78 1.32
One-Decision Portfolio Marvin Appel 0.74 Aug 24 0.16 2.24 5.49
High Yield Bonds Income The Lazy Team 0.71 Aug 24 -1.43 -0.33 -0.12
Sheltered Sam 10/90 Bill Bernstein 0.57 Aug 24 -0.15 0.30 1.30
Total Bond US 0.56 Aug 24 -1.28 -0.74 -0.75
Robo Advisor 10 Value Tilt Betterment 0.55 Aug 24 -0.17 0.59 1.26
Stocks/Bonds 20/80 Momentum 0.53 Aug 24 -4.16 0.66 2.92
Stocks/Bonds 40/60 Momentum 0.50 Aug 24 -6.67 1.99 6.56
Stocks/Bonds 60/40 Momentum 0.46 Aug 24 -8.89 3.26 10.17
Stocks/Bonds 80/20 Momentum 0.43 Aug 24 -10.86 4.47 13.76
10-year Treasury 0.42 Aug 24 -1.39 -1.16 -1.22
Conservative Income Charles Schwab 0.41 Aug 24 -0.47 0.00 0.77
US Inflation Protection 0.40 Aug 24 -0.68 -0.95 0.02
US Stocks Momentum 0.40 Aug 24 -12.61 5.61 17.31
All Country World Bonds 0.40 Aug 24 -1.25 -0.32 -0.39
Sheltered Sam 0/100 Bill Bernstein 0.35 Aug 24 -0.18 -0.20 0.34
Robo Advisor 0 Betterment 0.33 Aug 24 0.11 0.25 0.50
Short Term Treasury 0.31 Aug 24 0.16 0.30 0.55
US Cash 0.22 Aug 24 0.34 0.93 1.78
Total Bond Developed World ex-US 0.05 Aug 24 -1.14 0.12 -0.29
Berkshire Hathaway Warren Buffett -1.79 Aug 24 2.37 7.68 6.10