Last Update - 30 September 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 Sep 26
Ticker Asset Class 1M 3M 6M
DBC
Commodities 3.26 21.23 11.64
SPY
US Large Cap Blend -0.33 2.38 17.86
VTI
US Total Stock Market -0.78 1.39 17.29
VNQ
US REITs -6.26 -6.25 2.82
IJR
US Small Cap Blend -5.53 -7.94 10.16
VT
World All Countries -1.43 0.83 14.83
QQQ
US Technology 3.32 0.56 28.44
LQD
US Invest. Grade Bonds -3.39 -5.18 -3.99
EMB
Emerg. Market Bonds -3.73 -4.58 -0.71
TLT
US Long Term Treasuries -5.38 -8.95 -8.18
HYG
US High Yield Bonds -2.73 -2.00 0.01
BND
US Total Bond Market -2.55 -3.45 -2.78
BNDX
International Bonds -1.18 -2.51 -1.04
TIP
US TIPS -2.60 -3.29 -2.50
GLD
Gold -6.75 3.38 -11.49
BIL
US Cash 0.28 0.90 1.79
PFF
US Preferred Stocks -2.62 -1.87 0.03
EFA
EAFE Stocks -3.31 0.01 8.65
EEM
Emerging Markets -0.34 -2.37 18.22
CWB
US Convertible Bonds -0.84 -5.74 11.47
IJH
US Mid Cap Blend -4.22 -6.41 7.14
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 Oct 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 Sep 26
Portfolio Author Oct 26▾ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 3.98 Oct 12 -1.27 -0.25 4.02
US Stocks Minimum Volatility 3.39 Oct 12 -3.70 1.35 5.74
Cape US Sector Value Robert Shiller 3.14 Oct 12 -6.19 -4.41 0.74
Talmud Portfolio 2x Leveraged Roger Gibson 3.06 Oct 12 -6.96 -6.68 6.97
All Weather Portfolio 2x Leveraged Ray Dalio 2.75 Oct 12 -6.63 -3.81 -1.66
Stocks/Bonds 60/40 2x Leveraged 2.72 Oct 12 -3.15 -1.62 15.18
Cockroach Portfolio Tony Dong 2.64 Oct 12 -4.23 -2.05 -3.13
US Stocks Quality 2.48 Oct 12 0.04 1.50 16.32
US Stocks Equal Weight 2.48 Oct 12 -4.83 -1.87 9.22
US Stocks Value 2.48 Oct 12 -3.21 0.55 8.76
Stocks/Bonds 40/60 2x Leveraged 2.12 Oct 12 -4.27 -4.21 6.24
Seven Value Scott Burns 2.01 Oct 12 -2.89 0.95 5.60
US Stocks 1.97 Oct 12 -0.78 1.39 17.29
Six Ways from Sunday Scott Burns 1.93 Oct 12 -2.80 1.18 4.67
Warren Buffett Portfolio Warren Buffett 1.87 Oct 12 -0.22 2.31 16.46
Desert Portfolio 2x Leveraged Gyroscopic Investing 1.75 Oct 12 -5.49 -4.38 0.05
Dedalo Three Dedalo Invest 1.69 Oct 12 -0.98 1.22 16.54
Stocks/Bonds 80/20 1.68 Oct 12 -1.10 0.50 13.14
Golden Butterfly 2x Leveraged Tyler 1.67 Oct 12 -7.81 -6.91 -0.13
US Stocks ESG 1.65 Oct 12 -0.20 2.73 21.26
Simple Path to Wealth JL Collins 1.60 Oct 12 -1.19 0.27 12.11
Diavola Portfolio Davide Pisicchio 1.53 Oct 12 0.21 0.89 18.06
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 1.51 Oct 12 -6.75 -3.23 -4.71
Talmud Portfolio Roger Gibson 1.47 Oct 12 -3.20 -2.75 5.61
Dedalo Four Dedalo Invest 1.44 Oct 12 -1.02 0.52 12.90
Stocks/Bonds 60/40 1.39 Oct 12 -1.44 -0.43 9.06
Five Asset Roger Gibson 1.37 Oct 12 -1.42 2.86 8.28
Stocks/Bonds 60/40 with Bitcoin 1.31 Oct 12 -1.30 0.12 9.32
Ivy Portfolio Mebane Faber 1.22 Oct 12 -1.12 3.66 7.89
Couch Potato Scott Burns 1.20 Oct 12 -1.64 -0.84 7.17
All Weather Portfolio Ray Dalio 1.20 Oct 12 -2.68 -1.33 1.49
In Saecula Saeculorum Fulvio Marchese 1.17 Oct 12 -2.18 -0.68 4.78
Late Sixties and Beyond Burton Malkiel 1.14 Oct 12 -2.60 -1.88 7.76
Sheltered Sam 100/0 Bill Bernstein 1.13 Oct 12 -3.37 -1.48 10.91
Pepperoni Portfolio Davide Pisicchio 1.13 Oct 12 -0.70 -0.28 11.05
Odd-Stats Strategy Aim Ways 1.13 Oct 12 -1.95 -1.44 4.66
Dedalo Eleven Dedalo Invest 1.12 Oct 12 -1.21 0.00 12.55
All Weather Portfolio with Bitcoin Ray Dalio 1.12 Oct 12 -2.57 -1.07 1.82
Stocks/Bonds 60/40 ESG 1.12 Oct 12 -1.01 0.42 11.26
Capricciosa Portfolio Davide Pisicchio 1.10 Oct 12 -1.55 -0.45 7.38
Stocks/Bonds 40/60 1.09 Oct 12 -1.79 -1.40 5.05
One-Decision Portfolio Marvin Appel 1.09 Oct 12 -2.56 -2.19 4.68
Core Four Rick Ferri 1.06 Oct 12 -1.96 -0.64 10.53
Second Grader's Starter Paul Farrell 1.05 Oct 12 -1.45 0.30 13.36
All Country World Stocks 1.05 Oct 12 -1.43 0.83 14.83
Sheltered Sam 90/10 Bill Bernstein 1.05 Oct 12 -3.19 -1.48 9.74
Shield Strategy Aim Ways 1.05 Oct 12 -1.99 -0.18 4.39
Golden Ratio Portfolio Frank Vasquez 1.04 Oct 12 -2.81 -1.46 3.36
7Twelve Portfolio Craig Israelsen 1.03 Oct 12 -1.12 2.53 7.09
Rob Arnott Portfolio Rob Arnott 1.02 Oct 12 -2.08 -0.71 2.55
Stocks/Bonds 40/60 with Bitcoin 1.02 Oct 12 -1.65 -0.84 5.29
Mid-Fifties Burton Malkiel 1.01 Oct 12 -2.39 -1.54 9.65
Coffeehouse Bill Schultheis 0.99 Oct 12 -3.46 -3.30 5.17
Conservative Portfolio Lyn Alden 0.98 Oct 12 -2.58 -0.88 6.40
Sheltered Sam 80/20 Bill Bernstein 0.97 Oct 12 -3.01 -1.48 8.57
Tilt Toward Value Time Money Inc 0.96 Oct 12 -2.56 -1.94 6.28
Lazy Portfolio David Swensen 0.96 Oct 12 -2.55 -1.89 7.49
PISI Portfolio Davide Pisicchio 0.95 Oct 12 -2.85 -1.98 1.09
All Country World 80/20 0.95 Oct 12 -1.58 0.07 11.45
Four Seasons Portfolio Davide Pisicchio 0.94 Oct 12 -1.94 -0.61 4.90
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.94 Oct 12 -2.28 -1.15 8.46
Aggressive Global Income The Lazy Team 0.93 Oct 12 -4.22 -2.05 4.00
Late Thirties to Early Forties Burton Malkiel 0.92 Oct 12 -2.10 -1.11 11.02
Three Funds Bogleheads 0.91 Oct 12 -1.62 -0.15 11.34
Yale Endowment David Swensen 0.91 Oct 12 -2.63 -1.89 7.46
Four Funds Bogleheads 0.90 Oct 12 -1.63 -0.14 11.37
Edge Select Aggressive Merrill Lynch 0.90 Oct 12 -1.32 -0.14 13.00
Perfect Portfolio Ben Stein 0.90 Oct 12 -1.23 0.92 11.72
Robo Advisor 100 Value Tilt Betterment 0.90 Oct 12 -2.29 -0.40 13.14
Sheltered Sam 70/30 Bill Bernstein 0.89 Oct 12 -2.83 -1.47 7.39
Edge Select Moderately Aggressive Merrill Lynch 0.87 Oct 12 -1.49 -0.56 10.26
Simple and Cheap Time Money Inc 0.86 Oct 12 -2.23 -1.57 6.67
JP Morgan Balanced Portfolio JP Morgan 0.86 Oct 12 -2.00 -0.44 7.78
LifeStrategy Growth Fund Vanguard 0.85 Oct 12 -1.58 -0.14 11.33
Marc Faber Portfolio Marc Faber 0.85 Oct 12 -4.13 -1.56 0.82
Stocks/Bonds 40/60 ESG 0.85 Oct 12 -1.45 -0.80 6.48
Technology 0.85 Oct 12 3.32 0.56 28.44
Mid-Twenties Burton Malkiel 0.85 Oct 12 -2.00 -0.98 11.55
Desert Portfolio Gyroscopic Investing 0.85 Oct 12 -2.09 -0.70 2.22
All Country World 60/40 0.84 Oct 12 -1.73 -0.72 8.09
Golden Butterfly Tyler 0.84 Oct 12 -3.86 -2.22 1.07
Five Fold Scott Burns 0.84 Oct 12 -2.67 -2.24 5.48
Dynamic 60/40 Income The Lazy Team 0.84 Oct 12 -2.61 -1.81 3.95
Simplified Permanent Portfolio The Lazy Team 0.82 Oct 12 -3.50 -1.11 -1.21
Aggressive Portfolio Lyn Alden 0.81 Oct 12 -1.88 -0.22 10.62
Nano Portfolio John Wasik 0.81 Oct 12 -3.11 -2.28 4.59
Sheltered Sam 60/40 Bill Bernstein 0.81 Oct 12 -2.64 -1.47 6.21
Edge Select Moderate Merrill Lynch 0.81 Oct 12 -1.81 -1.31 7.12
Robo Advisor 90 Value Tilt Betterment 0.80 Oct 12 -2.18 -0.80 12.30
Stocks/Bonds 20/80 0.80 Oct 12 -2.16 -2.40 1.10
Permanent Portfolio Harry Browne 0.80 Oct 12 -3.07 -0.85 -0.56
Moderate Portfolio Lyn Alden 0.80 Oct 12 -1.90 -0.62 9.38
Desert Portfolio with Bitcoin Gyroscopic Investing 0.79 Oct 12 -1.86 -0.20 2.84
Golden Butterfly with Bitcoin Tyler 0.79 Oct 12 -3.64 -1.75 1.67
Margherita Portfolio Davide Pisicchio 0.78 Oct 12 -2.07 -1.00 2.96
High Yield Bonds Income The Lazy Team 0.77 Oct 12 -3.49 -4.11 -1.57
LifeStrategy Moderate Growth Vanguard 0.76 Oct 12 -1.71 -0.85 7.90
Robo Advisor 80 Value Tilt Betterment 0.76 Oct 12 -2.19 -1.08 10.73
GAA Global Asset Allocation Mebane Faber 0.76 Oct 12 -2.25 -0.99 3.59
Edge Select Moderately Conservative Merrill Lynch 0.75 Oct 12 -1.93 -1.75 4.28
Permanent Portfolio with Bitcoin Harry Browne 0.75 Oct 12 -2.84 -0.35 0.03
Global Market Portfolio Credit Suisse 0.75 Oct 12 -2.48 -2.88 3.92
All Country World 40/60 0.74 Oct 12 -1.90 -1.54 4.75
Sheltered Sam 50/50 Bill Bernstein 0.73 Oct 12 -2.44 -1.47 5.03
Lifepath Fund iShares 0.73 Oct 12 -2.15 -1.88 4.28
Coward's Portfolio Bill Bernstein 0.71 Oct 12 -2.10 -1.36 7.66
No Brainer Portfolio Bill Bernstein 0.70 Oct 12 -2.28 -1.79 9.88
LifeStrategy Conservative Growth Vanguard 0.68 Oct 12 -1.84 -1.59 4.50
Gold Pivot Ptf Aim Ways 0.67 Oct 12 -2.60 0.20 0.06
Robo Advisor 50 Value Tilt Betterment 0.67 Oct 12 -2.27 -1.82 5.81
Sheltered Sam 40/60 Bill Bernstein 0.65 Oct 12 -2.24 -1.47 3.85
Long Term Portfolio Ben Stein 0.64 Oct 12 -2.13 -0.95 10.19
All Country World 20/80 0.63 Oct 12 -2.07 -2.40 1.44
Margaritaville Scott Burns 0.62 Oct 12 -1.91 -0.77 8.65
Big Rocks Portfolio Larry Swedroe 0.61 Oct 12 -2.48 -1.35 6.60
Dynamic 40/60 Income The Lazy Team 0.60 Oct 12 -2.05 -1.41 3.26
Edge Select Conservative Merrill Lynch 0.60 Oct 12 -1.69 -1.61 2.02
Weird Portfolio Value Stock Geek 0.59 Oct 12 -5.37 -3.21 0.17
LifeStrategy Income Fund Vanguard 0.59 Oct 12 -1.99 -2.36 1.11
Sheltered Sam 30/70 Bill Bernstein 0.57 Oct 12 -2.03 -1.46 2.66
Four Square Scott Burns 0.57 Oct 12 -1.75 -1.20 6.16
Ideal Index Frank Armstrong 0.57 Oct 12 -2.72 -1.97 7.48
Pinwheel Tyler 0.56 Oct 12 -3.13 -1.64 5.53
Sandwich Portfolio Bob Clyatt 0.56 Oct 12 -2.08 -1.39 6.28
All Country World Bonds 0.53 Oct 12 -2.25 -3.29 -1.86
Total Bond US 0.51 Oct 12 -2.55 -3.45 -2.78
Dimensional Retirement Income Fund DFA 0.50 Oct 09 -2.44 -1.99 1.16
Sheltered Sam 20/80 Bill Bernstein 0.50 Oct 12 -1.82 -1.46 1.46
10-year Treasury 0.49 Oct 12 -3.35 -4.58 -4.51
Andrew Tobias Portfolio Andrew Tobias 0.48 Oct 12 -1.59 0.42 8.56
Conservative Income Charles Schwab 0.48 Oct 12 -1.99 -2.34 -1.02
Aim comfortable trip Aim Ways 0.46 Oct 12 -2.40 -0.45 3.18
Total Bond Developed World ex-US 0.46 Oct 12 -1.18 -2.51 -1.04
Robo Advisor 20 Value Tilt Betterment 0.45 Oct 12 -1.43 -1.17 2.20
US Inflation Protection 0.44 Oct 12 -2.60 -3.29 -2.50
Sheltered Sam 10/90 Bill Bernstein 0.42 Oct 12 -1.60 -1.46 0.27
Family Taxable Portfolio Ted Aronson 0.39 Oct 12 -2.41 -2.93 9.46
Gretchen Tai Portfolio Gretchen Tai 0.37 Oct 12 -2.30 -1.67 8.85
Robo Advisor 10 Value Tilt Betterment 0.36 Oct 12 -1.04 -0.77 1.10
Paul Boyer Portfolio Paul Boyer 0.35 Oct 12 -3.85 -2.99 -1.41
Gold 0.35 Oct 12 -6.75 3.38 -11.49
Sheltered Sam 0/100 Bill Bernstein 0.34 Oct 12 -1.37 -1.45 -0.93
Robust Alpha Architect 0.33 Oct 12 0.35 -0.90 13.13
Gone Fishin' Portfolio Alexander Green 0.32 Oct 12 -2.88 -2.52 7.37
Simple Money Portfolio Tim Maurer 0.30 Oct 12 -2.92 -1.03 5.43
Robo Advisor 0 Betterment 0.28 Oct 12 -0.65 -0.36 -0.02
Stocks/Bonds 20/80 Momentum 0.27 Oct 12 -0.60 -4.41 4.07
Ultimate Buy and Hold Strategy Paul Merriman 0.27 Oct 12 -3.25 -1.21 10.80
Short Term Treasury 0.27 Oct 12 -0.55 -0.22 0.11
Ultimate Buy&Hold FundAdvice 0.26 Oct 12 -2.62 -1.36 5.90
Ulcer Free Strategy Aim Ways 0.22 Oct 12 -1.80 -2.61 1.59
Eliminate Fat Tails Larry Swedroe 0.22 Oct 12 -1.75 -2.55 4.11
Larry Portfolio Larry Swedroe 0.20 Oct 12 -2.52 -2.52 1.77
Developed World ex-US 20/80 0.18 Oct 12 -1.58 -2.10 1.43
US Cash 0.14 Oct 12 0.28 0.90 1.79
Stocks/Bonds 40/60 Momentum 0.03 Oct 12 1.20 -5.26 11.04
Developed World ex-US 40/60 Momentum -0.07 Oct 12 -1.18 -2.00 3.72
Developed World ex-US 40/60 -0.10 Oct 12 -1.95 -1.71 3.88
Stocks/Bonds 60/40 Momentum -0.21 Oct 12 2.87 -6.00 18.12
Developed World ex-US 60/40 Momentum -0.33 Oct 12 -1.18 -1.76 6.10
Developed World ex-US 60/40 -0.38 Oct 12 -2.30 -1.34 6.29
Stocks/Bonds 80/20 Momentum -0.45 Oct 12 4.42 -6.66 25.32
Developed World ex-US 80/20 -0.66 Oct 12 -2.62 -0.99 8.68
US Stocks Momentum -0.69 Oct 12 5.87 -7.25 32.64
Developed World ex-US Stocks Momentum -0.86 Oct 12 -1.18 -1.31 10.85
Developed World ex-US Stocks -0.94 Oct 12 -2.93 -0.65 11.04
Emerging Markets Stocks -0.97 Oct 12 -0.34 -2.37 18.22
European Stocks -1.13 Oct 12 -5.07 -1.72 7.00
Ark Tech Portfolio Cathie Wood -1.51 Oct 12 6.09 11.54 44.14