Assets and Lazy Portfolios Short Term Returns

Last Update - Jan 22 2026, 01:00PM 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 Dec 25
Ticker Asset Class Jan 26â–ľ Time(ET) 1M 3M 6M
GLD
Gold 13.72 Jan 22, 01:00PM 2.17 11.49 30.01
FLLA
Latin America 12.91 Jan 22, 12:36PM 0.79 6.81 15.32
IJR
US Small Cap 9.30 Jan 22, 01:00PM -0.11 1.61 10.89
EEM
Emerging Markets 7.66 Jan 22, 01:00PM 2.16 3.92 15.04
VPL
Pacific 7.25 Jan 22, 01:00PM 2.24 5.72 13.78
DBC
Commodities 5.99 Jan 22, 01:00PM 0.23 2.59 5.97
CWB
US Convertible Bonds 5.77 Jan 22, 01:00PM -1.18 -0.88 8.98
EFA
EAFE Stocks 3.65 Jan 22, 12:59PM 2.71 4.71 9.37
PFF
US Preferred Stocks 3.39 Jan 22, 12:59PM 0.82 -0.24 4.48
VGK
Europe 3.27 Jan 22, 12:59PM 3.52 5.76 9.19
VNQ
US REITs 3.08 Jan 22, 01:00PM -2.24 -2.32 1.22
VT
World All Countries 3.01 Jan 22, 12:59PM 0.92 3.19 11.02
VTI
US Total Stock Market 1.99 Jan 22, 01:00PM -0.03 2.45 10.93
SPY
US Large Cap 1.33 Jan 22, 01:00PM 0.08 2.67 11.00
QQQ
US Technology 1.24 Jan 22, 01:00PM -0.67 2.45 11.63
HYG
US High Yield Bonds 0.75 Jan 22, 01:00PM 0.49 1.23 3.40
TLT
US Long Term Treasuries 0.62 Jan 22, 01:00PM -2.66 -1.05 1.35
LQD
US Invest. Grade Bonds 0.59 Jan 22, 01:00PM -0.74 0.34 3.19
BNDX
International Bonds 0.34 Jan 22, 12:59PM -0.52 0.29 0.85
EMB
Emerg. Market Bonds 0.26 Jan 22, 12:59PM 0.32 2.81 7.02
TIP
US TIPS 0.24 Jan 22, 01:00PM -0.62 -0.08 1.97
BIL
US Cash 0.20 Jan 22, 01:00PM 0.34 0.98 2.05
BND
US Total Bond Market 0.18 Jan 22, 01:00PM -0.30 0.90 2.92
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 Jan 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 Dec 25
Portfolio Author Jan 26â–ľ Time(ET) 1M 3M 6M
Gold 13.72 Jan 22, 01:00PM 2.17 11.49 30.01
Golden Butterfly 2x Leveraged Tyler 9.55 Jan 22, 01:00PM 0.30 7.43 23.63
Ark Tech Portfolio Cathie Wood 9.40 Jan 22, 01:00PM -1.80 -5.17 13.95
Emerging Markets Stocks 7.66 Jan 22, 01:00PM 2.16 3.92 15.04
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 7.18 Jan 22, 01:00PM 0.46 8.59 24.77
Weird Portfolio Value Stock Geek 6.50 Jan 22, 01:00PM 0.29 3.50 11.98
Paul Boyer Portfolio Paul Boyer 5.70 Jan 22, 01:00PM 0.47 4.28 12.65
Sheltered Sam 100/0 Bill Bernstein 5.35 Jan 22, 01:00PM 1.29 3.95 12.10
Ultimate Buy and Hold Strategy Paul Merriman 5.32 Jan 22, 01:00PM 1.46 3.33 10.88
Golden Butterfly Tyler 5.20 Jan 22, 01:00PM 0.29 4.03 12.68
Gold Pivot Ptf Aim Ways 5.11 Jan 22, 01:00PM 0.71 5.31 14.01
Marc Faber Portfolio Marc Faber 5.07 Jan 22, 01:00PM 0.52 4.20 12.49
Golden Butterfly with Bitcoin Tyler 4.94 Jan 22, 01:00PM 0.18 3.25 11.60
Gone Fishin' Portfolio Alexander Green 4.88 Jan 22, 01:00PM 1.45 3.93 10.85
Developed World ex-US Stocks Momentum 4.86 Jan 22, 12:59PM 2.72 3.81 8.79
Sheltered Sam 90/10 Bill Bernstein 4.82 Jan 22, 01:00PM 1.16 3.64 11.12
Developed World ex-US Stocks 4.75 Jan 22, 12:59PM 3.18 6.02 11.96
US Stocks Equal Weight 4.66 Jan 22, 01:00PM 0.41 1.38 6.28
Cockroach Portfolio Tony Dong 4.62 Jan 22, 01:00PM -1.08 4.89 11.06
Golden Ratio Portfolio Frank Vasquez 4.46 Jan 22, 01:00PM -0.30 2.98 11.64
All Weather Portfolio 2x Leveraged Ray Dalio 4.43 Jan 22, 01:00PM -1.94 2.60 13.09
Pinwheel Tyler 4.39 Jan 22, 01:00PM 0.75 3.23 10.26
Sheltered Sam 80/20 Bill Bernstein 4.30 Jan 22, 01:00PM 1.04 3.33 10.14
Family Taxable Portfolio Ted Aronson 4.27 Jan 22, 01:00PM 0.48 2.47 9.13
Robo Advisor 100 Value Tilt Betterment 4.25 Jan 22, 01:00PM 1.27 3.42 11.06
Robo Advisor 90 Value Tilt Betterment 4.14 Jan 22, 01:00PM 1.28 3.56 11.02
Permanent Portfolio Harry Browne 4.13 Jan 22, 01:00PM 0.19 4.17 12.10
Permanent Portfolio with Bitcoin Harry Browne 3.87 Jan 22, 01:00PM 0.09 3.41 11.05
Developed World ex-US 80/20 3.87 Jan 22, 12:59PM 2.57 5.06 10.03
No Brainer Portfolio Bill Bernstein 3.83 Jan 22, 01:00PM 0.76 2.63 9.06
Sheltered Sam 70/30 Bill Bernstein 3.77 Jan 22, 01:00PM 0.91 3.01 9.16
Simplified Permanent Portfolio The Lazy Team 3.76 Jan 22, 01:00PM 0.36 4.56 12.42
Robo Advisor 80 Value Tilt Betterment 3.73 Jan 22, 01:00PM 1.13 3.30 10.16
Ideal Index Frank Armstrong 3.71 Jan 22, 01:00PM 0.89 2.53 7.94
Aim comfortable trip Aim Ways 3.69 Jan 22, 01:00PM 0.88 4.12 10.71
Aggressive Global Income The Lazy Team 3.48 Jan 22, 01:00PM 0.57 2.52 6.86
Seven Value Scott Burns 3.44 Jan 22, 01:00PM 0.04 1.42 6.34
Long Term Portfolio Ben Stein 3.41 Jan 22, 01:00PM 0.76 2.48 8.80
Shield Strategy Aim Ways 3.34 Jan 22, 01:00PM 0.28 3.98 12.02
Coffeehouse Bill Schultheis 3.33 Jan 22, 01:00PM 0.11 1.72 7.08
Six Ways from Sunday Scott Burns 3.27 Jan 22, 01:00PM -0.09 1.16 5.85
European Stocks 3.27 Jan 22, 12:59PM 3.52 5.76 9.19
Big Rocks Portfolio Larry Swedroe 3.25 Jan 22, 01:00PM 0.72 2.26 7.47
Five Asset Roger Gibson 3.25 Jan 22, 01:00PM 0.14 1.79 6.65
Sheltered Sam 60/40 Bill Bernstein 3.25 Jan 22, 01:00PM 0.78 2.68 8.17
Mid-Twenties Burton Malkiel 3.19 Jan 22, 01:00PM 0.66 2.59 9.45
Robust Alpha Architect 3.19 Jan 22, 01:00PM 0.45 0.67 6.21
7Twelve Portfolio Craig Israelsen 3.18 Jan 22, 01:00PM 0.11 1.32 5.97
Coward's Portfolio Bill Bernstein 3.10 Jan 22, 01:00PM 0.62 2.27 7.51
Late Thirties to Early Forties Burton Malkiel 3.08 Jan 22, 01:00PM 0.56 2.51 9.22
Ultimate Buy&Hold FundAdvice 3.07 Jan 22, 01:00PM 0.91 2.39 7.60
Perfect Portfolio Ben Stein 3.06 Jan 22, 01:00PM 0.97 2.98 9.54
Ivy Portfolio Mebane Faber 3.06 Jan 22, 01:00PM -0.07 1.41 6.51
Developed World ex-US 60/40 Momentum 3.05 Jan 22, 12:59PM 1.60 2.60 5.97
Gretchen Tai Portfolio Gretchen Tai 3.04 Jan 22, 01:00PM 0.95 2.91 8.93
US Stocks Value 3.04 Jan 22, 12:59PM 0.33 3.14 9.46
All Country World Stocks 3.01 Jan 22, 12:59PM 0.92 3.19 11.02
Simple Money Portfolio Tim Maurer 3.00 Jan 22, 01:00PM 1.08 2.99 8.10
Developed World ex-US 60/40 2.98 Jan 22, 12:59PM 1.90 4.02 7.96
Desert Portfolio 2x Leveraged Gyroscopic Investing 2.94 Jan 22, 01:00PM -0.58 4.73 15.29
Mid-Fifties Burton Malkiel 2.87 Jan 22, 01:00PM 0.37 2.27 8.58
Edge Select Aggressive Merrill Lynch 2.82 Jan 22, 01:00PM 0.76 2.79 10.14
Sheltered Sam 50/50 Bill Bernstein 2.72 Jan 22, 01:00PM 0.64 2.35 7.17
Eliminate Fat Tails Larry Swedroe 2.70 Jan 22, 01:00PM 0.27 1.23 5.41
US Stocks Momentum 2.70 Jan 22, 01:00PM 0.30 -2.13 4.69
Second Grader's Starter Paul Farrell 2.69 Jan 22, 01:00PM 0.79 3.09 10.48
Ulcer Free Strategy Aim Ways 2.67 Jan 22, 01:00PM -0.25 2.27 7.87
LifeStrategy Growth Fund Vanguard 2.58 Jan 22, 01:00PM 0.81 2.98 9.63
Dedalo Eleven Dedalo Invest 2.57 Jan 22, 01:00PM 0.69 2.91 9.70
Four Funds Bogleheads 2.52 Jan 22, 01:00PM 0.74 2.86 9.62
GAA Global Asset Allocation Mebane Faber 2.51 Jan 22, 01:00PM 0.06 2.21 7.44
Three Funds Bogleheads 2.51 Jan 22, 01:00PM 0.77 2.95 9.71
Late Sixties and Beyond Burton Malkiel 2.47 Jan 22, 01:00PM 0.08 1.88 7.46
All Country World 80/20 2.46 Jan 22, 01:00PM 0.71 2.79 9.46
Core Four Rick Ferri 2.42 Jan 22, 01:00PM 0.45 2.45 8.91
Four Seasons Portfolio Davide Pisicchio 2.41 Jan 22, 01:00PM 0.13 2.78 9.33
Cape US Sector Value Robert Shiller 2.40 Jan 22, 12:46PM -0.58 -0.25 2.51
Margaritaville Scott Burns 2.38 Jan 22, 01:00PM 0.73 2.55 8.44
Tilt Toward Value Time Money Inc 2.34 Jan 22, 01:00PM 0.17 1.83 6.92
Lazy Portfolio David Swensen 2.33 Jan 22, 01:00PM 0.03 1.49 6.89
Robo Advisor 50 Value Tilt Betterment 2.32 Jan 22, 01:00PM 0.58 2.29 7.19
Yale Endowment David Swensen 2.30 Jan 22, 01:00PM 0.14 1.69 6.92
Dedalo Three Dedalo Invest 2.30 Jan 22, 01:00PM 0.27 2.68 10.96
Sandwich Portfolio Bob Clyatt 2.30 Jan 22, 01:00PM 0.39 1.92 6.77
In Saecula Saeculorum Fulvio Marchese 2.29 Jan 22, 01:00PM 0.07 2.91 9.57
All Weather Portfolio Ray Dalio 2.28 Jan 22, 01:00PM -0.78 1.83 7.27
Talmud Portfolio 2x Leveraged Roger Gibson 2.25 Jan 22, 01:00PM -2.24 -0.98 5.76
Edge Select Moderately Aggressive Merrill Lynch 2.24 Jan 22, 01:00PM 0.59 2.47 8.91
US Stocks Quality 2.22 Jan 22, 01:00PM 0.58 2.43 9.24
Stocks/Bonds 80/20 Momentum 2.19 Jan 22, 01:00PM 0.19 -1.60 4.37
Sheltered Sam 40/60 Bill Bernstein 2.19 Jan 22, 01:00PM 0.51 2.01 6.17
Margherita Portfolio Davide Pisicchio 2.18 Jan 22, 01:00PM 0.12 2.66 8.49
Larry Portfolio Larry Swedroe 2.15 Jan 22, 01:00PM 0.42 1.81 5.75
Developed World ex-US 40/60 Momentum 2.15 Jan 22, 12:59PM 0.96 1.90 4.39
Five Fold Scott Burns 2.12 Jan 22, 01:00PM -0.05 1.21 5.59
Jane Bryant Quinn Portfolio Jane Bryant Quinn 2.11 Jan 22, 01:00PM 0.39 2.28 7.83
Developed World ex-US 40/60 2.10 Jan 22, 12:59PM 1.17 2.89 5.75
All Weather Portfolio with Bitcoin Ray Dalio 2.10 Jan 22, 01:00PM -0.88 1.15 6.45
Odd-Stats Strategy Aim Ways 2.07 Jan 22, 01:00PM -0.43 2.00 7.10
One-Decision Portfolio Marvin Appel 2.03 Jan 22, 01:00PM -0.39 0.78 5.18
LifeStrategy Moderate Growth Vanguard 1.99 Jan 22, 01:00PM 0.54 2.46 7.87
US Stocks 1.99 Jan 22, 01:00PM -0.03 2.45 10.93
Simple and Cheap Time Money Inc 1.98 Jan 22, 01:00PM 0.23 1.91 6.92
Dedalo Four Dedalo Invest 1.92 Jan 22, 01:00PM 0.13 2.25 9.01
Capricciosa Portfolio Davide Pisicchio 1.91 Jan 22, 01:00PM 0.01 2.32 8.63
All Country World 60/40 1.91 Jan 22, 01:00PM 0.48 2.37 7.87
Andrew Tobias Portfolio Andrew Tobias 1.88 Jan 22, 01:00PM 1.07 2.86 7.62
Four Square Scott Burns 1.88 Jan 22, 01:00PM 0.45 2.03 6.62
PISI Portfolio Davide Pisicchio 1.86 Jan 22, 01:00PM -0.13 2.70 8.36
Dynamic 60/40 Income The Lazy Team 1.84 Jan 22, 01:00PM -0.13 0.47 4.48
Nano Portfolio John Wasik 1.83 Jan 22, 01:00PM 0.02 1.28 5.43
Global Market Portfolio Credit Suisse 1.83 Jan 22, 01:00PM -0.14 1.45 6.09
Edge Select Moderate Merrill Lynch 1.82 Jan 22, 01:00PM 0.40 2.12 7.56
Desert Portfolio Gyroscopic Investing 1.79 Jan 22, 01:00PM 0.21 2.85 8.13
Rob Arnott Portfolio Rob Arnott 1.78 Jan 22, 01:00PM -0.46 0.87 4.28
Talmud Portfolio Roger Gibson 1.75 Jan 22, 01:00PM -0.82 0.40 5.08
Stocks/Bonds 60/40 Momentum 1.69 Jan 22, 01:00PM 0.07 -1.03 4.03
Sheltered Sam 30/70 Bill Bernstein 1.67 Jan 22, 01:00PM 0.37 1.67 5.16
Stocks/Bonds 80/20 1.63 Jan 22, 01:00PM -0.08 2.16 9.35
Diavola Portfolio Davide Pisicchio 1.59 Jan 22, 01:00PM -0.19 2.33 10.27
Simple Path to Wealth JL Collins 1.54 Jan 22, 01:00PM -0.09 2.09 8.95
Desert Portfolio with Bitcoin Gyroscopic Investing 1.53 Jan 22, 01:00PM 0.09 2.06 7.04
Lifepath Fund iShares 1.43 Jan 22, 01:00PM 0.19 1.82 6.27
LifeStrategy Conservative Growth Vanguard 1.41 Jan 22, 01:00PM 0.26 1.91 6.07
All Country World 40/60 1.35 Jan 22, 01:00PM 0.24 1.93 6.23
Pepperoni Portfolio Davide Pisicchio 1.32 Jan 22, 01:00PM -0.18 1.83 7.93
Dynamic 40/60 Income The Lazy Team 1.28 Jan 22, 01:00PM 0.37 1.50 5.63
Stocks/Bonds 60/40 1.27 Jan 22, 01:00PM -0.13 1.86 7.75
Stocks/Bonds 60/40 with Bitcoin 1.26 Jan 22, 01:00PM -0.18 1.31 7.20
Edge Select Moderately Conservative Merrill Lynch 1.25 Jan 22, 01:00PM 0.21 1.75 6.06
Technology 1.24 Jan 22, 01:00PM -0.67 2.45 11.63
Developed World ex-US 20/80 1.22 Jan 22, 12:59PM 0.37 1.65 3.38
Stocks/Bonds 40/60 Momentum 1.19 Jan 22, 01:00PM -0.04 -0.43 3.68
Sheltered Sam 20/80 Bill Bernstein 1.14 Jan 22, 01:00PM 0.22 1.32 4.14
Couch Potato Scott Burns 1.11 Jan 22, 01:00PM -0.31 1.23 6.47
Warren Buffett Portfolio Warren Buffett 0.98 Jan 22, 01:00PM 0.02 2.40 10.09
Stocks/Bonds 60/40 2x Leveraged 0.98 Jan 22, 01:00PM -1.00 2.44 12.59
Edge Select Conservative Merrill Lynch 0.97 Jan 22, 01:00PM 0.17 1.41 4.28
Robo Advisor 20 Value Tilt Betterment 0.94 Jan 22, 01:00PM 0.38 1.60 4.32
Stocks/Bonds 40/60 0.91 Jan 22, 01:00PM -0.18 1.55 6.15
US Stocks ESG 0.90 Jan 22, 12:55PM 0.11 2.38 10.86
Stocks/Bonds 40/60 with Bitcoin 0.90 Jan 22, 01:00PM -0.24 0.99 5.60
LifeStrategy Income Fund Vanguard 0.82 Jan 22, 01:00PM -0.04 1.33 4.21
All Country World 20/80 0.80 Jan 22, 01:00PM -0.01 1.47 4.56
High Yield Bonds Income The Lazy Team 0.78 Jan 22, 01:00PM -0.04 1.20 4.36
US Stocks Minimum Volatility 0.70 Jan 22, 12:58PM -0.82 -0.62 1.11
Stocks/Bonds 20/80 Momentum 0.69 Jan 22, 01:00PM -0.17 0.21 3.31
Sheltered Sam 10/90 Bill Bernstein 0.61 Jan 22, 01:00PM 0.07 0.97 3.12
Stocks/Bonds 60/40 ESG 0.60 Jan 22, 12:55PM -0.05 1.81 7.64
Dimensional Retirement Income Fund DFA 0.59 Jan 21 0.10 1.05 4.01
Stocks/Bonds 20/80 0.54 Jan 22, 01:00PM -0.24 1.23 4.54
Robo Advisor 10 Value Tilt Betterment 0.45 Jan 22, 01:00PM 0.33 1.35 3.28
Stocks/Bonds 40/60 ESG 0.44 Jan 22, 12:55PM -0.14 1.51 6.02
Conservative Income Charles Schwab 0.39 Jan 22, 01:00PM -0.25 0.57 2.38
Total Bond Developed World ex-US 0.34 Jan 22, 12:59PM -0.52 0.29 0.85
Stocks/Bonds 40/60 2x Leveraged 0.33 Jan 22, 01:00PM -1.33 1.87 9.41
All Country World Bonds 0.25 Jan 22, 01:00PM -0.28 0.99 2.84
US Inflation Protection 0.24 Jan 22, 01:00PM -0.62 -0.08 1.97
US Cash 0.20 Jan 22, 01:00PM 0.34 0.98 2.05
Total Bond US 0.18 Jan 22, 01:00PM -0.30 0.90 2.92
Sheltered Sam 0/100 Bill Bernstein 0.09 Jan 22, 01:00PM -0.08 0.60 2.09
Short Term Treasury -0.01 Jan 22, 01:00PM 0.29 1.07 2.17
Robo Advisor 0 Betterment -0.02 Jan 22, 01:00PM 0.28 1.10 2.23
10-year Treasury -0.33 Jan 22, 01:00PM -0.76 0.93 2.65
Berkshire Hathaway Warren Buffett -3.74 Jan 22, 12:59PM -1.99 0.08 3.57