Last Update - 31 August 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 Aug 26
Ticker Asset Class 1M 3M 6M
QQQ
US Technology 4.18 -2.81 18.30
DBC
Commodities 6.28 6.17 24.70
EEM
Emerging Markets 4.57 -1.80 7.65
BIL
US Cash 0.28 0.89 1.79
SPY
US Large Cap Blend 2.68 1.66 12.41
VTI
US Total Stock Market 2.70 1.80 12.30
CWB
US Convertible Bonds 0.54 -5.05 9.17
VT
World All Countries 3.01 1.90 9.25
BNDX
International Bonds -0.21 -0.91 -2.00
BND
US Total Bond Market 0.36 -0.65 -1.96
HYG
US High Yield Bonds 0.90 0.84 1.84
PFF
US Preferred Stocks 0.37 -2.22 -0.75
TIP
US TIPS -0.02 -1.16 -1.26
EFA
EAFE Stocks 1.77 4.15 3.58
LQD
US Invest. Grade Bonds 0.40 -1.75 -2.68
EMB
Emerg. Market Bonds 0.56 -0.46 -0.47
TLT
US Long Term Treasuries 0.73 -2.65 -7.06
IJR
US Small Cap Blend -0.65 4.54 11.94
VNQ
US REITs -2.54 1.66 2.76
GLD
Gold 9.93 -2.09 -15.57
IJH
US Mid Cap Blend 0.11 1.26 5.91
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 Sep 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 Aug 26
Portfolio Author Sep 26▾ Time(ET) 1M 3M 6M
US Stocks Momentum 5.73 Sep 29 0.26 -4.79 18.98
Ark Tech Portfolio Cathie Wood 5.07 Sep 29 16.42 7.30 25.10
Stocks/Bonds 80/20 Momentum 4.10 Sep 29 0.28 -4.10 14.76
Technology 3.06 Sep 29 4.18 -2.81 18.30
Stocks/Bonds 60/40 Momentum 2.46 Sep 29 0.30 -3.35 10.56
Stocks/Bonds 40/60 Momentum 0.83 Sep 29 0.32 -2.54 6.37
Emerging Markets Stocks 0.57 Sep 29 4.57 -1.80 7.65
US Stocks Quality 0.49 Sep 29 1.50 3.49 9.10
US Cash 0.30 Sep 29 0.28 0.89 1.79
Diavola Portfolio Davide Pisicchio 0.28 Sep 29 2.85 0.40 12.42
Robust Alpha Architect 0.17 Sep 29 1.14 0.92 10.91
US Stocks ESG -0.09 Sep 29 3.11 1.77 14.89
Warren Buffett Portfolio Warren Buffett -0.12 Sep 29 2.61 1.66 11.52
Berkshire Hathaway Warren Buffett -0.43 Sep 29 -1.30 6.44 -0.05
US Stocks -0.51 Sep 29 2.70 1.80 12.30
Short Term Treasury -0.60 Sep 29 0.17 0.39 0.19
Pepperoni Portfolio Davide Pisicchio -0.64 Sep 29 1.89 0.23 7.80
Dedalo Three Dedalo Invest -0.68 Sep 29 2.79 1.83 11.36
Developed World ex-US Stocks Momentum -0.69 Sep 29 2.11 1.90 2.19
Robo Advisor 0 Betterment -0.70 Sep 29 0.19 0.36 0.10
Perfect Portfolio Ben Stein -0.77 Sep 29 2.62 1.76 7.86
Dedalo Four Dedalo Invest -0.79 Sep 29 2.24 1.33 8.66
Stocks/Bonds 20/80 Momentum -0.81 Sep 29 0.34 -1.64 2.20
Edge Select Aggressive Merrill Lynch -0.89 Sep 29 2.50 1.30 8.22
Developed World ex-US 60/40 Momentum -0.90 Sep 29 1.23 0.84 0.59
Stocks/Bonds 80/20 -0.90 Sep 29 2.27 1.35 9.43
Dedalo Eleven Dedalo Invest -0.92 Sep 29 2.35 1.03 7.66
Robo Advisor 10 Value Tilt Betterment -0.99 Sep 29 0.44 0.45 0.74
Simple Path to Wealth JL Collins -1.00 Sep 29 2.16 1.23 8.71
Developed World ex-US 40/60 Momentum -1.00 Sep 29 0.77 0.28 -0.25
Stocks/Bonds 60/40 ESG -1.05 Sep 29 2.08 0.82 7.93
All Country World Stocks -1.05 Sep 29 3.01 1.90 9.25
Second Grader's Starter Paul Farrell -1.08 Sep 29 2.55 1.63 8.51
Stocks/Bonds 60/40 with Bitcoin -1.10 Sep 29, 08:00PM 2.14 0.98 6.76
Edge Select Moderately Aggressive Merrill Lynch -1.16 Sep 29 2.19 0.93 6.55
Total Bond Developed World ex-US -1.20 Sep 29 -0.21 -0.91 -2.00
LifeStrategy Growth Fund Vanguard -1.22 Sep 29 2.31 1.39 6.97
All Country World 80/20 -1.27 Sep 29 2.49 1.42 7.09
Three Funds Bogleheads -1.27 Sep 29 2.34 1.40 7.12
Andrew Tobias Portfolio Andrew Tobias -1.27 Sep 29 1.59 2.16 5.31
Stocks/Bonds 60/40 -1.28 Sep 29 1.82 0.88 6.57
Robo Advisor 20 Value Tilt Betterment -1.28 Sep 29 0.68 0.56 1.37
7Twelve Portfolio Craig Israelsen -1.29 Sep 29 1.91 2.58 9.05
Four Funds Bogleheads -1.29 Sep 29 2.30 1.35 7.19
Ivy Portfolio Mebane Faber -1.37 Sep 29 2.15 2.63 10.06
Developed World ex-US 20/80 -1.39 Sep 29 0.56 -0.23 -0.59
Sheltered Sam 0/100 Bill Bernstein -1.41 Sep 29 0.09 -0.23 -0.39
Capricciosa Portfolio Davide Pisicchio -1.42 Sep 29 1.93 0.36 4.87
LifeStrategy Moderate Growth Vanguard -1.43 Sep 29 1.81 0.90 4.78
Aggressive Portfolio Lyn Alden -1.46 Sep 29 2.34 1.36 5.66
Eliminate Fat Tails Larry Swedroe -1.47 Sep 29 0.73 0.33 3.29
Five Asset Roger Gibson -1.48 Sep 29 2.08 2.37 8.70
All Country World 60/40 -1.48 Sep 29 1.95 0.92 4.92
Stocks/Bonds 40/60 with Bitcoin -1.49 Sep 29, 08:00PM 1.68 0.49 3.89
Mid-Twenties Burton Malkiel -1.50 Sep 29 1.97 1.35 6.94
Moderate Portfolio Lyn Alden -1.52 Sep 29 2.26 1.04 4.89
Four Square Scott Burns -1.52 Sep 29 1.42 0.50 3.48
Stocks/Bonds 40/60 ESG -1.53 Sep 29 1.53 0.32 4.52
Edge Select Conservative Merrill Lynch -1.54 Sep 29 0.77 0.50 1.54
Sheltered Sam 10/90 Bill Bernstein -1.54 Sep 29 0.29 0.18 0.50
Edge Select Moderate Merrill Lynch -1.56 Sep 29 1.74 0.59 4.66
Couch Potato Scott Burns -1.57 Sep 29 1.40 0.39 5.49
Developed World ex-US 40/60 -1.58 Sep 29 1.28 0.41 0.77
Core Four Rick Ferri -1.58 Sep 29 1.89 1.38 6.81
Late Thirties to Early Forties Burton Malkiel -1.60 Sep 29 1.87 1.37 6.69
Robo Advisor 90 Value Tilt Betterment -1.60 Sep 29 2.59 2.00 7.74
Margaritaville Scott Burns -1.62 Sep 29 1.93 0.95 5.33
Long Term Portfolio Ben Stein -1.63 Sep 29 1.49 2.00 6.95
LifeStrategy Conservative Growth Vanguard -1.64 Sep 29 1.30 0.38 2.55
Robo Advisor 80 Value Tilt Betterment -1.67 Sep 29 2.35 1.69 6.69
Stocks/Bonds 40/60 -1.67 Sep 29 1.36 0.39 3.71
Sheltered Sam 20/80 Bill Bernstein -1.68 Sep 29 0.48 0.59 1.38
Coward's Portfolio Bill Bernstein -1.68 Sep 29 1.24 2.03 5.82
Desert Portfolio with Bitcoin Gyroscopic Investing -1.70 Sep 29, 08:00PM 2.00 0.29 1.23
All Country World 40/60 -1.70 Sep 29 1.39 0.40 2.72
Robo Advisor 100 Value Tilt Betterment -1.72 Sep 29 2.41 2.82 8.46
Edge Select Moderately Conservative Merrill Lynch -1.76 Sep 29 1.33 0.22 2.78
Developed World ex-US 60/40 -1.77 Sep 29 1.97 1.01 2.07
JP Morgan Balanced Portfolio JP Morgan -1.78 Sep 29 1.50 1.81 6.36
Four Seasons Portfolio Davide Pisicchio -1.81 Sep 29 2.12 0.02 2.64
Sheltered Sam 30/70 Bill Bernstein -1.82 Sep 29 0.67 0.98 2.24
Ulcer Free Strategy Aim Ways -1.82 Sep 29 1.65 -2.03 -0.50
No Brainer Portfolio Bill Bernstein -1.84 Sep 29 1.30 2.24 7.44
Sandwich Portfolio Bob Clyatt -1.84 Sep 29 1.27 0.91 3.96
LifeStrategy Income Fund Vanguard -1.86 Sep 29 0.76 -0.16 0.30
Gretchen Tai Portfolio Gretchen Tai -1.87 Sep 29 2.02 0.89 5.17
Conservative Income Charles Schwab -1.88 Sep 29 0.12 -0.14 -0.40
Mid-Fifties Burton Malkiel -1.88 Sep 29 1.57 1.31 5.96
Simple and Cheap Time Money Inc -1.89 Sep 29 1.26 0.88 4.13
Dynamic 40/60 Income The Lazy Team -1.90 Sep 29 0.97 0.09 2.61
Odd-Stats Strategy Aim Ways -1.90 Sep 29 2.14 -0.34 1.83
All Country World 20/80 -1.91 Sep 29 0.80 -0.14 0.50
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.92 Sep 29 1.58 1.13 5.53
Robo Advisor 50 Value Tilt Betterment -1.92 Sep 29 1.38 1.04 3.51
Sheltered Sam 40/60 Bill Bernstein -1.95 Sep 29 0.85 1.37 3.10
Developed World ex-US 80/20 -1.96 Sep 29 2.63 1.59 3.33
Margherita Portfolio Davide Pisicchio -1.96 Sep 29 1.85 -0.21 1.25
Lifepath Fund iShares -1.96 Sep 29 1.22 0.51 2.90
Shield Strategy Aim Ways -1.97 Sep 29 3.43 -0.71 0.98
Desert Portfolio Gyroscopic Investing -1.98 Sep 29 1.82 0.14 0.60
In Saecula Saeculorum Fulvio Marchese -2.03 Sep 29 2.29 0.24 2.50
Stocks/Bonds 20/80 -2.06 Sep 29 0.87 -0.12 0.87
Big Rocks Portfolio Larry Swedroe -2.06 Sep 29 0.88 2.51 5.33
Family Taxable Portfolio Ted Aronson -2.07 Sep 29 2.01 0.83 5.98
Sheltered Sam 50/50 Bill Bernstein -2.09 Sep 29 1.03 1.75 3.94
Late Sixties and Beyond Burton Malkiel -2.09 Sep 29 1.13 1.29 5.02
Rob Arnott Portfolio Rob Arnott -2.11 Sep 29 1.21 0.47 2.93
All Country World Bonds -2.13 Sep 29 0.19 -0.71 -1.75
Developed World ex-US Stocks -2.14 Sep 29 3.26 2.14 4.54
Lazy Portfolio David Swensen -2.15 Sep 29 1.00 0.87 4.84
One-Decision Portfolio Marvin Appel -2.16 Sep 29 0.22 1.15 4.24
Tilt Toward Value Time Money Inc -2.17 Sep 29 1.11 1.29 4.38
GAA Global Asset Allocation Mebane Faber -2.17 Sep 29 2.09 0.17 2.33
Ideal Index Frank Armstrong -2.17 Sep 29 1.08 2.37 5.37
Conservative Portfolio Lyn Alden -2.19 Sep 29 1.88 1.19 3.36
Global Market Portfolio Credit Suisse -2.19 Sep 29 1.30 -0.25 1.75
Aim comfortable trip Aim Ways -2.20 Sep 29 2.24 0.90 0.81
Yale Endowment David Swensen -2.20 Sep 29 1.05 0.90 4.79
Sheltered Sam 60/40 Bill Bernstein -2.22 Sep 29 1.20 2.12 4.77
Ultimate Buy&Hold FundAdvice -2.27 Sep 29 1.20 1.93 3.87
Five Fold Scott Burns -2.28 Sep 29 0.58 0.74 3.33
Larry Portfolio Larry Swedroe -2.29 Sep 29 0.80 0.64 1.29
Dynamic 60/40 Income The Lazy Team -2.31 Sep 29 0.29 0.53 3.26
Sheltered Sam 70/30 Bill Bernstein -2.36 Sep 29 1.36 2.48 5.59
Dimensional Retirement Income Fund DFA -2.37 Sep 29 0.59 0.04 1.66
Six Ways from Sunday Scott Burns -2.44 Sep 29 1.95 3.35 5.77
Total Bond US -2.44 Sep 29 0.36 -0.65 -1.96
Gone Fishin' Portfolio Alexander Green -2.45 Sep 29 1.99 0.85 4.13
Seven Value Scott Burns -2.46 Sep 29 1.99 3.82 6.33
Sheltered Sam 80/20 Bill Bernstein -2.49 Sep 29 1.53 2.84 6.40
All Weather Portfolio with Bitcoin Ray Dalio -2.49 Sep 29, 08:00PM 2.62 -0.02 1.25
Gold Pivot Ptf Aim Ways -2.54 Sep 29 4.18 -1.07 -3.40
Permanent Portfolio with Bitcoin Harry Browne -2.55 Sep 29, 08:00PM 3.48 -0.31 -2.26
Golden Ratio Portfolio Frank Vasquez -2.57 Sep 29 2.64 0.07 0.86
Simple Money Portfolio Tim Maurer -2.60 Sep 29 1.11 2.60 3.97
Sheltered Sam 90/10 Bill Bernstein -2.63 Sep 29 1.69 3.19 7.20
US Inflation Protection -2.63 Sep 29 -0.02 -1.16 -1.26
Pinwheel Tyler -2.64 Sep 29 1.72 1.29 2.82
All Weather Portfolio Ray Dalio -2.69 Sep 29 2.42 -0.07 1.07
PISI Portfolio Davide Pisicchio -2.70 Sep 29 1.89 -0.29 -0.22
Nano Portfolio John Wasik -2.72 Sep 29 0.45 1.22 3.07
Ultimate Buy and Hold Strategy Paul Merriman -2.74 Sep 29 1.80 3.10 7.02
Talmud Portfolio Roger Gibson -2.76 Sep 29 0.14 0.98 4.31
Sheltered Sam 100/0 Bill Bernstein -2.76 Sep 29 1.84 3.53 7.99
US Stocks Value -2.77 Sep 29 1.91 4.12 7.21
Permanent Portfolio Harry Browne -2.83 Sep 29 3.30 -0.46 -2.84
Coffeehouse Bill Schultheis -2.97 Sep 29 0.67 2.02 4.69
Stocks/Bonds 60/40 2x Leveraged -3.04 Sep 29 3.23 -0.13 9.22
10-year Treasury -3.20 Sep 29 0.12 -1.03 -3.49
Golden Butterfly with Bitcoin Tyler -3.20 Sep 29, 08:00PM 2.81 0.76 0.43
High Yield Bonds Income The Lazy Team -3.21 Sep 29 0.81 -0.42 -0.18
Simplified Permanent Portfolio The Lazy Team -3.29 Sep 29 3.12 -0.54 -3.21
US Stocks Minimum Volatility -3.36 Sep 29 3.67 5.42 4.55
Cockroach Portfolio Tony Dong -3.46 Sep 29 1.85 1.92 -5.69
Paul Boyer Portfolio Paul Boyer -3.46 Sep 29 3.04 -0.69 -3.51
Golden Butterfly Tyler -3.48 Sep 29 2.64 0.61 -0.17
Aggressive Global Income The Lazy Team -3.62 Sep 29 0.33 3.41 4.53
Marc Faber Portfolio Marc Faber -3.66 Sep 29 2.49 0.10 -1.90
European Stocks -3.92 Sep 29 1.18 4.38 3.52
US Stocks Equal Weight -4.15 Sep 29 2.04 5.46 7.91
Stocks/Bonds 40/60 2x Leveraged -4.19 Sep 29 2.28 -1.00 3.14
Weird Portfolio Value Stock Geek -4.90 Sep 29 2.15 0.86 -1.37
Desert Portfolio 2x Leveraged Gyroscopic Investing -5.39 Sep 29 3.37 -1.86 -3.47
Cape US Sector Value Robert Shiller -5.48 Sep 29 0.49 2.81 -0.48
Talmud Portfolio 2x Leveraged Roger Gibson -6.16 Sep 29 0.08 -0.22 4.04
Gold -6.25 Sep 29 9.93 -2.09 -15.57
All Weather Portfolio 2x Leveraged Ray Dalio -6.42 Sep 29 4.98 0.16 -1.92
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -6.60 Sep 29 5.62 -2.70 -9.76
Golden Butterfly 2x Leveraged Tyler -7.30 Sep 29 3.59 -0.37 -3.76