Last Update - May 22 2026 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).
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of Apr 26
|
|||||
|---|---|---|---|---|---|---|
| Ticker | Asset Class | May 26â–ľ | Time(ET) | 1M | 3M | 6M |
|
QQQ
|
US Technology | 7.44 | May 22 | 15.69 | 7.51 | 6.42 |
|
CWB
|
US Convertible Bonds | 4.67 | May 22 | 10.53 | 8.57 | 9.36 |
|
VPL
|
Pacific | 4.31 | May 22 | 9.78 | 8.58 | 20.29 |
|
SPY
|
US Large Cap | 3.73 | May 22 | 10.51 | 4.14 | 5.97 |
|
VTI
|
US Total Stock Market | 3.54 | May 22 | 10.40 | 4.32 | 6.22 |
|
EEM
|
Emerging Markets | 2.94 | May 22 | 12.68 | 8.27 | 17.37 |
|
VT
|
World All Countries | 2.88 | May 22 | 9.31 | 4.20 | 8.66 |
|
EFA
|
EAFE Stocks | 1.62 | May 22 | 5.34 | 1.57 | 10.25 |
|
VGK
|
Europe | 1.51 | May 22 | 5.71 | 0.05 | 10.06 |
|
VNQ
|
US REITs | 0.50 | May 22 | 8.60 | 7.22 | 10.17 |
|
BNDX
|
International Bonds | 0.26 | May 22 | 0.23 | -0.41 | -0.59 |
|
BIL
|
US Cash | 0.25 | May 22 | 0.29 | 0.85 | 1.78 |
|
IJR
|
US Small Cap | 0.22 | May 22 | 10.29 | 8.10 | 17.11 |
|
HYG
|
US High Yield Bonds | -0.06 | May 22 | 1.52 | 0.55 | 2.42 |
|
LQD
|
US Invest. Grade Bonds | -0.06 | May 22 | 0.28 | -0.44 | 0.09 |
|
PFF
|
US Preferred Stocks | -0.22 | May 22 | 4.22 | 0.37 | 3.28 |
|
EMB
|
Emerg. Market Bonds | -0.24 | May 22 | 2.49 | 0.52 | 1.65 |
|
BND
|
US Total Bond Market | -0.37 | May 22 | 0.15 | -0.01 | 0.50 |
|
TIP
|
US TIPS | -0.55 | May 22 | 1.09 | 0.98 | 1.09 |
|
TLT
|
US Long Term Treasuries | -0.74 | May 22 | -0.84 | -0.63 | -3.05 |
|
DBC
|
Commodities | -1.82 | May 22 | 7.43 | 27.30 | 40.50 |
|
GLD
|
Gold | -2.31 | May 22 | -1.54 | -4.78 | 15.09 |
|
FLLA
|
Latin America | -4.72 | May 22 | 2.97 | 5.51 | 28.72 |
| 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 May 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.
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.
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of Apr 26
|
||||||
|---|---|---|---|---|---|---|---|
| Portfolio | Author | May 26â–ľ | Time(ET) | 1M | 3M | 6M | |
| Technology | 7.44 | May 22 | 15.69 | 7.51 | 6.42 | ||
| US Stocks Momentum | 6.95 | May 22 | 18.33 | 11.08 | 12.11 | ||
| Stocks/Bonds 80/20 Momentum | 5.48 | May 22 | 14.57 | 8.89 | 9.78 | ||
| US Stocks ESG | 4.59 | May 22 | 12.02 | 3.68 | 4.14 | ||
| Diavola Portfolio | Davide Pisicchio | 4.12 | May 22 | 10.62 | 4.70 | 5.71 | |
| Stocks/Bonds 60/40 Momentum | 4.02 | May 22 | 10.88 | 6.69 | 7.46 | ||
| Ark Tech Portfolio | Cathie Wood | 3.88 | May 22 | 13.37 | 0.90 | -9.47 | |
| US Stocks | 3.54 | May 22 | 10.40 | 4.32 | 6.22 | ||
| Stocks/Bonds 60/40 2x Leveraged | 3.47 | May 22 | 11.99 | 3.34 | 4.04 | ||
| US Stocks Quality | 3.46 | May 22 | 8.05 | 2.60 | 6.13 | ||
| Warren Buffett Portfolio | Warren Buffett | 3.41 | May 22 | 9.46 | 3.68 | 4.87 | |
| Dedalo Three | Dedalo Invest | 3.34 | May 22 | 10.07 | 4.28 | 6.96 | |
| Emerging Markets Stocks | 2.94 | May 22 | 12.68 | 8.27 | 17.37 | ||
| All Country World Stocks | 2.88 | May 22 | 9.31 | 4.20 | 8.66 | ||
| Stocks/Bonds 80/20 | 2.76 | May 22 | 8.28 | 3.46 | 5.08 | ||
| Dedalo Four | Dedalo Invest | 2.72 | May 22 | 8.04 | 3.36 | 5.49 | |
| Second Grader's Starter | Paul Farrell | 2.64 | May 22 | 8.53 | 3.88 | 7.87 | |
| Stocks/Bonds 60/40 ESG | 2.57 | May 22 | 7.09 | 2.17 | 2.64 | ||
| Simple Path to Wealth | JL Collins | 2.56 | May 22 | 7.76 | 3.25 | 4.79 | |
| Stocks/Bonds 40/60 Momentum | 2.56 | May 22 | 7.24 | 4.48 | 5.13 | ||
| Dedalo Eleven | Dedalo Invest | 2.56 | May 22 | 8.13 | 3.75 | 7.40 | |
| Pepperoni Portfolio | Davide Pisicchio | 2.55 | May 22 | 7.20 | 3.36 | 4.43 | |
| Edge Select Aggressive | Merrill Lynch | 2.53 | May 22 | 8.41 | 4.04 | 7.89 | |
| Developed World ex-US Stocks | 2.40 | May 22 | 7.37 | 4.10 | 14.93 | ||
| US Stocks Minimum Volatility | 2.35 | May 22 | 2.05 | 0.04 | 2.41 | ||
| Perfect Portfolio | Ben Stein | 2.34 | May 22 | 7.28 | 4.76 | 9.80 | |
| Robo Advisor 100 Value Tilt | Betterment | 2.29 | May 22 | 8.44 | 4.45 | 10.91 | |
| All Country World 80/20 | 2.28 | May 22 | 7.53 | 3.36 | 7.00 | ||
| LifeStrategy Growth Fund | Vanguard | 2.26 | May 22 | 7.45 | 3.43 | 7.38 | |
| Three Funds | Bogleheads | 2.25 | May 22 | 7.50 | 3.46 | 7.30 | |
| Robo Advisor 90 Value Tilt | Betterment | 2.24 | May 22 | 8.19 | 4.68 | 11.08 | |
| Four Funds | Bogleheads | 2.23 | May 22 | 7.59 | 3.55 | 7.36 | |
| Mid-Twenties | Burton Malkiel | 2.22 | May 22 | 8.22 | 4.22 | 8.67 | |
| Berkshire Hathaway | Warren Buffett | 2.16 | May 22 | -0.87 | -1.47 | -0.54 | |
| Late Thirties to Early Forties | Burton Malkiel | 2.13 | May 22 | 7.96 | 4.06 | 8.37 | |
| Core Four | Rick Ferri | 2.11 | May 22 | 7.52 | 3.69 | 7.18 | |
| Edge Select Moderately Aggressive | Merrill Lynch | 2.07 | May 22 | 6.96 | 3.26 | 6.42 | |
| Stocks/Bonds 60/40 | 1.98 | May 22 | 6.20 | 2.60 | 3.93 | ||
| Robo Advisor 80 Value Tilt | Betterment | 1.97 | May 22 | 7.37 | 4.19 | 9.93 | |
| Robust | Alpha Architect | 1.97 | May 22 | 8.68 | 8.93 | 14.13 | |
| Developed World ex-US 80/20 | 1.97 | May 22 | 5.97 | 3.24 | 11.92 | ||
| Mid-Fifties | Burton Malkiel | 1.89 | May 22 | 7.42 | 3.85 | 7.86 | |
| Stocks/Bonds 60/40 with Bitcoin | 1.88 | May 22 | 6.31 | 2.51 | 3.18 | ||
| Talmud Portfolio 2x Leveraged | Roger Gibson | 1.86 | May 22 | 12.54 | 6.61 | 7.90 | |
| US Stocks Value | 1.84 | May 22 | 5.95 | 3.35 | 8.21 | ||
| Sheltered Sam 100/0 | Bill Bernstein | 1.83 | May 22 | 7.83 | 4.81 | 13.27 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 1.82 | May 22 | 6.58 | 3.39 | 6.77 | |
| Long Term Portfolio | Ben Stein | 1.79 | May 22 | 7.27 | 4.06 | 8.85 | |
| Gretchen Tai Portfolio | Gretchen Tai | 1.75 | May 22 | 6.81 | 3.76 | 8.55 | |
| Odd-Stats Strategy | Aim Ways | 1.70 | May 22 | 4.30 | 1.74 | 4.37 | |
| Capricciosa Portfolio | Davide Pisicchio | 1.69 | May 22 | 5.55 | 2.31 | 4.67 | |
| All Country World 60/40 | 1.68 | May 22 | 5.77 | 2.52 | 5.33 | ||
| Developed World ex-US Stocks Momentum | 1.67 | May 22 | 8.12 | 2.43 | 12.89 | ||
| Andrew Tobias Portfolio | Andrew Tobias | 1.67 | May 22 | 5.24 | 2.05 | 5.96 | |
| Family Taxable Portfolio | Ted Aronson | 1.65 | May 22 | 7.38 | 4.78 | 9.76 | |
| LifeStrategy Moderate Growth | Vanguard | 1.65 | May 22 | 5.62 | 2.56 | 5.59 | |
| Margaritaville | Scott Burns | 1.63 | May 22 | 6.40 | 3.22 | 6.99 | |
| Sheltered Sam 90/10 | Bill Bernstein | 1.62 | May 22 | 7.11 | 4.40 | 12.06 | |
| Stocks/Bonds 40/60 2x Leveraged | 1.61 | May 22 | 7.58 | 1.77 | 1.91 | ||
| Stocks/Bonds 40/60 ESG | 1.56 | May 22 | 4.72 | 1.42 | 1.89 | ||
| US Stocks Equal Weight | 1.56 | May 22 | 6.00 | 3.15 | 9.15 | ||
| Ultimate Buy and Hold Strategy | Paul Merriman | 1.56 | May 22 | 8.10 | 5.01 | 13.72 | |
| Late Sixties and Beyond | Burton Malkiel | 1.55 | May 22 | 6.48 | 3.46 | 6.91 | |
| Developed World ex-US 60/40 | 1.54 | May 22 | 4.56 | 2.36 | 8.87 | ||
| Shield Strategy | Aim Ways | 1.52 | May 22 | 4.31 | 0.89 | 5.88 | |
| European Stocks | 1.51 | May 22 | 5.71 | 0.05 | 10.06 | ||
| Edge Select Moderate | Merrill Lynch | 1.50 | May 22 | 5.39 | 2.52 | 5.14 | |
| Couch Potato | Scott Burns | 1.49 | May 22 | 5.64 | 2.66 | 3.67 | |
| Yale Endowment | David Swensen | 1.49 | May 22 | 6.71 | 3.94 | 7.32 | |
| No Brainer Portfolio | Bill Bernstein | 1.43 | May 22 | 7.18 | 4.22 | 9.25 | |
| Lazy Portfolio | David Swensen | 1.41 | May 22 | 6.77 | 3.97 | 7.08 | |
| Sheltered Sam 80/20 | Bill Bernstein | 1.40 | May 22 | 6.39 | 3.99 | 10.85 | |
| Simple and Cheap | Time Money Inc | 1.40 | May 22 | 5.55 | 2.86 | 5.72 | |
| Gone Fishin' Portfolio | Alexander Green | 1.32 | May 22 | 6.58 | 3.70 | 10.83 | |
| Four Square | Scott Burns | 1.27 | May 22 | 4.83 | 2.32 | 5.12 | |
| Tilt Toward Value | Time Money Inc | 1.23 | May 22 | 5.39 | 2.99 | 6.23 | |
| Talmud Portfolio | Roger Gibson | 1.22 | May 22 | 6.34 | 3.87 | 5.63 | |
| Stocks/Bonds 40/60 | 1.20 | May 22 | 4.15 | 1.73 | 2.79 | ||
| JP Morgan Balanced Portfolio | JP Morgan | 1.20 | May 22 | 6.02 | 4.41 | 8.49 | |
| Four Seasons Portfolio | Davide Pisicchio | 1.19 | May 22 | 4.47 | 1.65 | 4.96 | |
| Sheltered Sam 70/30 | Bill Bernstein | 1.19 | May 22 | 5.67 | 3.57 | 9.64 | |
| Coward's Portfolio | Bill Bernstein | 1.19 | May 22 | 5.48 | 3.50 | 8.06 | |
| In Saecula Saeculorum | Fulvio Marchese | 1.17 | May 22 | 4.40 | 1.36 | 4.64 | |
| Five Fold | Scott Burns | 1.12 | May 22 | 5.59 | 3.30 | 6.14 | |
| Developed World ex-US 40/60 | 1.11 | May 22 | 3.14 | 1.45 | 5.77 | ||
| Developed World ex-US 60/40 Momentum | 1.10 | May 22 | 4.97 | 1.33 | 7.67 | ||
| Stocks/Bonds 40/60 with Bitcoin | 1.10 | May 22 | 4.25 | 1.64 | 2.03 | ||
| Global Market Portfolio | Credit Suisse | 1.10 | May 22 | 4.30 | 2.06 | 4.13 | |
| Ulcer Free Strategy | Aim Ways | 1.10 | May 22 | 3.06 | 1.35 | 4.01 | |
| Stocks/Bonds 20/80 Momentum | 1.10 | May 22 | 3.67 | 2.24 | 2.81 | ||
| Robo Advisor 50 Value Tilt | Betterment | 1.08 | May 22 | 4.68 | 2.36 | 5.81 | |
| All Country World 40/60 | 1.07 | May 22 | 4.01 | 1.66 | 3.66 | ||
| Seven Value | Scott Burns | 1.04 | May 22 | 4.05 | 5.65 | 11.44 | |
| LifeStrategy Conservative Growth | Vanguard | 1.04 | May 22 | 3.79 | 1.67 | 3.80 | |
| Sandwich Portfolio | Bob Clyatt | 1.04 | May 22 | 5.24 | 2.86 | 6.27 | |
| Edge Select Moderately Conservative | Merrill Lynch | 1.02 | May 22 | 3.81 | 1.67 | 3.60 | |
| Ideal Index | Frank Armstrong | 1.02 | May 22 | 5.89 | 3.88 | 9.55 | |
| Sheltered Sam 60/40 | Bill Bernstein | 0.97 | May 22 | 4.95 | 3.15 | 8.43 | |
| Nano Portfolio | John Wasik | 0.95 | May 22 | 5.08 | 2.83 | 5.73 | |
| One-Decision Portfolio | Marvin Appel | 0.92 | May 22 | 4.85 | 3.18 | 5.54 | |
| Six Ways from Sunday | Scott Burns | 0.88 | May 22 | 3.82 | 5.92 | 11.27 | |
| Lifepath Fund | iShares | 0.87 | May 22 | 3.98 | 1.96 | 4.13 | |
| Pinwheel | Tyler | 0.85 | May 22 | 5.66 | 3.07 | 9.52 | |
| Aim comfortable trip | Aim Ways | 0.83 | May 22 | 3.09 | 1.06 | 7.36 | |
| Developed World ex-US 40/60 Momentum | 0.82 | May 22 | 3.39 | 0.76 | 4.98 | ||
| Big Rocks Portfolio | Larry Swedroe | 0.81 | May 22 | 5.05 | 3.36 | 8.50 | |
| GAA Global Asset Allocation | Mebane Faber | 0.80 | May 22 | 4.10 | 3.41 | 7.12 | |
| Five Asset | Roger Gibson | 0.78 | May 22 | 6.88 | 8.86 | 14.17 | |
| Margherita Portfolio | Davide Pisicchio | 0.77 | May 22 | 3.45 | 1.22 | 4.39 | |
| Sheltered Sam 50/50 | Bill Bernstein | 0.76 | May 22 | 4.22 | 2.72 | 7.22 | |
| Golden Ratio Portfolio | Frank Vasquez | 0.75 | May 22 | 4.32 | 1.83 | 7.00 | |
| Dynamic 60/40 Income | The Lazy Team | 0.72 | May 22 | 4.95 | 2.56 | 4.67 | |
| Coffeehouse | Bill Schultheis | 0.70 | May 22 | 5.25 | 3.52 | 7.82 | |
| Simple Money Portfolio | Tim Maurer | 0.70 | May 22 | 4.31 | 2.55 | 8.44 | |
| Developed World ex-US 20/80 | 0.68 | May 22 | 1.69 | 0.53 | 2.62 | ||
| Ultimate Buy&Hold | FundAdvice | 0.67 | May 22 | 4.97 | 3.13 | 8.57 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | 0.62 | May 22 | 3.49 | 2.79 | 7.01 | |
| Gold Pivot Ptf | Aim Ways | 0.62 | May 22 | 2.14 | -0.63 | 6.99 | |
| Dynamic 40/60 Income | The Lazy Team | 0.57 | May 22 | 3.71 | 1.21 | 2.95 | |
| Sheltered Sam 40/60 | Bill Bernstein | 0.54 | May 22 | 3.49 | 2.30 | 6.01 | |
| Edge Select Conservative | Merrill Lynch | 0.48 | May 22 | 2.03 | 1.14 | 2.89 | |
| All Country World 20/80 | 0.47 | May 22 | 2.26 | 0.80 | 1.99 | ||
| Desert Portfolio | Gyroscopic Investing | 0.46 | May 22 | 2.83 | 0.73 | 3.90 | |
| Ivy Portfolio | Mebane Faber | 0.44 | May 22 | 6.68 | 10.55 | 15.90 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 0.44 | May 22 | 3.07 | 0.79 | 2.87 | |
| LifeStrategy Income Fund | Vanguard | 0.43 | May 22 | 1.98 | 0.77 | 1.99 | |
| Stocks/Bonds 20/80 | 0.41 | May 22 | 2.13 | 0.86 | 1.64 | ||
| PISI Portfolio | Davide Pisicchio | 0.41 | May 22 | 2.79 | 0.70 | 3.56 | |
| Eliminate Fat Tails | Larry Swedroe | 0.37 | May 22 | 4.00 | 3.19 | 6.12 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | 0.36 | May 22 | 5.02 | -0.43 | 4.16 | |
| All Weather Portfolio | Ray Dalio | 0.36 | May 22 | 3.20 | 2.83 | 5.06 | |
| Rob Arnott Portfolio | Rob Arnott | 0.34 | May 22 | 3.66 | 4.36 | 6.64 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | 0.34 | May 22 | 3.33 | 2.55 | 3.80 | |
| Sheltered Sam 30/70 | Bill Bernstein | 0.33 | May 22 | 2.76 | 1.86 | 4.79 | |
| Robo Advisor 20 Value Tilt | Betterment | 0.32 | May 22 | 2.03 | 1.09 | 3.00 | |
| Aggressive Global Income | The Lazy Team | 0.29 | May 22 | 4.48 | 4.52 | 12.05 | |
| Marc Faber Portfolio | Marc Faber | 0.26 | May 22 | 4.14 | 1.67 | 9.52 | |
| Total Bond Developed World ex-US | 0.26 | May 22 | 0.23 | -0.41 | -0.59 | ||
| US Cash | 0.25 | May 22 | 0.29 | 0.85 | 1.78 | ||
| Dimensional Retirement Income Fund | DFA | 0.21 | May 21 | 2.35 | 1.59 | 3.12 | |
| Permanent Portfolio | Harry Browne | 0.18 | May 22 | 1.91 | -0.19 | 5.50 | |
| Permanent Portfolio with Bitcoin | Harry Browne | 0.17 | May 22 | 2.14 | -0.13 | 4.50 | |
| 7Twelve Portfolio | Craig Israelsen | 0.16 | May 22 | 5.79 | 9.11 | 14.02 | |
| Sheltered Sam 20/80 | Bill Bernstein | 0.11 | May 22 | 2.02 | 1.43 | 3.58 | |
| Golden Butterfly | Tyler | 0.09 | May 22 | 3.38 | 1.16 | 7.83 | |
| Robo Advisor 10 Value Tilt | Betterment | 0.08 | May 22 | 1.11 | 0.66 | 2.08 | |
| Golden Butterfly with Bitcoin | Tyler | 0.07 | May 22 | 3.61 | 1.22 | 6.80 | |
| High Yield Bonds Income | The Lazy Team | -0.03 | May 22 | 1.52 | 0.21 | 1.41 | |
| Cape US Sector Value | Robert Shiller | -0.09 | May 22 | 5.50 | -1.21 | 3.92 | |
| Sheltered Sam 10/90 | Bill Bernstein | -0.10 | May 22 | 1.29 | 0.99 | 2.37 | |
| Simplified Permanent Portfolio | The Lazy Team | -0.11 | May 22 | 1.98 | -0.27 | 5.71 | |
| Weird Portfolio | Value Stock Geek | -0.11 | May 22 | 4.35 | 2.12 | 10.82 | |
| All Country World Bonds | -0.13 | May 22 | 0.53 | -0.07 | 0.30 | ||
| Conservative Income | Charles Schwab | -0.15 | May 22 | 0.88 | 0.77 | 1.49 | |
| Short Term Treasury | -0.16 | May 22 | 0.19 | 0.25 | 1.20 | ||
| Larry Portfolio | Larry Swedroe | -0.16 | May 22 | 2.85 | 1.86 | 5.26 | |
| Robo Advisor 0 | Betterment | -0.18 | May 22 | 0.20 | 0.24 | 1.19 | |
| Sheltered Sam 0/100 | Bill Bernstein | -0.32 | May 22 | 0.55 | 0.54 | 1.15 | |
| Total Bond US | -0.37 | May 22 | 0.15 | -0.01 | 0.50 | ||
| Paul Boyer Portfolio | Paul Boyer | -0.41 | May 22 | 2.32 | 0.71 | 8.07 | |
| US Inflation Protection | -0.55 | May 22 | 1.09 | 0.98 | 1.09 | ||
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | -0.58 | May 22 | 3.40 | -2.81 | 8.02 | |
| Golden Butterfly 2x Leveraged | Tyler | -0.58 | May 22 | 7.11 | 0.78 | 12.89 | |
| Cockroach Portfolio | Tony Dong | -0.61 | May 22 | 0.59 | 0.03 | 7.51 | |
| 10-year Treasury | -0.83 | May 22 | -0.15 | -0.06 | -0.07 | ||
| Gold | -2.31 | May 22 | -1.54 | -4.78 | 15.09 | ||
