Last Update - 31 October 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 Oct 26
Ticker Asset Class 1M 3M 6M
GLD
Gold -6.58 -4.24 -16.02
VNQ
US REITs 4.81 -4.24 -0.77
EFA
EAFE Stocks -0.50 -2.09 2.62
LQD
US Invest. Grade Bonds 2.49 -0.60 -1.88
TLT
US Long Term Treasuries 5.64 0.69 -2.18
BNDX
International Bonds 1.36 -0.05 0.07
BND
US Total Bond Market 2.37 0.12 -0.62
EMB
Emerg. Market Bonds 1.83 -1.42 -1.35
HYG
US High Yield Bonds 0.73 -1.13 -0.77
BIL
US Cash 0.35 0.92 1.86
TIP
US TIPS 2.55 -0.15 -1.09
PFF
US Preferred Stocks -2.97 -5.16 -6.87
IJR
US Small Cap Blend 3.12 -3.21 3.01
VT
World All Countries -1.60 -0.08 3.37
VTI
US Total Stock Market -0.71 1.17 5.48
SPY
US Large Cap Blend -0.91 1.41 5.69
EEM
Emerging Markets -8.61 -4.76 -4.11
CWB
US Convertible Bonds -6.29 -6.57 -5.49
QQQ
US Technology -6.66 0.47 3.63
DBC
Commodities 3.99 14.13 8.07
IJH
US Mid Cap Blend 1.92 -2.28 1.33
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 Nov 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 Oct 26
Portfolio Author Nov 26▾ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 6.74 Nov 05 9.18 6.39 14.57
Gold 6.19 Nov 05 -6.58 -4.24 -16.02
Cape US Sector Value Robert Shiller 3.25 Nov 05 4.14 -1.84 -0.56
Golden Butterfly 2x Leveraged Tyler 2.73 Nov 05 0.63 -3.90 -6.17
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 2.71 Nov 05 -0.94 -2.44 -8.71
Cockroach Portfolio Tony Dong 2.06 Nov 05 5.68 3.08 1.77
European Stocks 2.00 Nov 05 0.85 -3.13 2.08
Talmud Portfolio 2x Leveraged Roger Gibson 1.94 Nov 05 4.09 -3.07 -1.07
Marc Faber Portfolio Marc Faber 1.82 Nov 05 -0.47 -2.20 -3.64
Weird Portfolio Value Stock Geek 1.77 Nov 05 1.13 -2.24 -2.92
Gold Pivot Ptf Aim Ways 1.38 Nov 05 -2.53 -1.09 -4.52
Simplified Permanent Portfolio The Lazy Team 1.21 Nov 05 -0.31 -0.79 -3.42
Permanent Portfolio Harry Browne 1.08 Nov 05 -0.39 -0.27 -2.81
Paul Boyer Portfolio Paul Boyer 0.99 Nov 05 -0.91 -1.83 -4.53
Permanent Portfolio with Bitcoin Harry Browne 0.91 Nov 05 -0.40 0.14 -2.46
Golden Butterfly Tyler 0.76 Nov 05 0.61 -0.73 -1.63
Desert Portfolio 2x Leveraged Gyroscopic Investing 0.73 Nov 05 1.22 -1.12 -3.57
Golden Butterfly with Bitcoin Tyler 0.59 Nov 05 0.60 -0.33 -1.29
Pinwheel Tyler 0.35 Nov 05 -0.37 -1.82 -0.49
Total Bond Developed World ex-US 0.33 Nov 05 1.36 -0.05 0.07
Talmud Portfolio Roger Gibson 0.31 Nov 05 2.07 -1.06 1.37
10-year Treasury 0.27 Nov 05 3.10 -0.24 -1.40
PISI Portfolio Davide Pisicchio 0.22 Nov 05 0.84 -0.19 -0.84
Nano Portfolio John Wasik 0.20 Nov 05 1.62 -1.10 1.15
All Country World Bonds 0.18 Nov 05 1.93 -0.17 -0.49
Developed World ex-US 20/80 0.17 Nov 05 0.68 -0.36 0.42
Aggressive Global Income The Lazy Team 0.15 Nov 05 3.44 -0.59 2.96
Shield Strategy Aim Ways 0.14 Nov 05 -1.57 -0.23 -1.50
Total Bond US 0.13 Nov 05 2.37 0.12 -0.62
Desert Portfolio Gyroscopic Investing 0.10 Nov 05 0.29 -0.02 -0.31
Dimensional Retirement Income Fund DFA 0.08 Nov 04 1.14 0.19 0.71
One-Decision Portfolio Marvin Appel 0.08 Nov 05 1.72 -0.67 1.55
Conservative Income Charles Schwab 0.04 Nov 05 1.84 -0.07 -0.07
Five Fold Scott Burns 0.02 Nov 05 0.90 -1.23 0.80
Developed World ex-US 40/60 0.01 Nov 05 0.05 -0.64 0.76
Robo Advisor 0 Betterment -0.04 Nov 05 0.98 0.51 0.76
High Yield Bonds Income The Lazy Team -0.06 Nov 05 1.73 -1.03 -1.36
Desert Portfolio with Bitcoin Gyroscopic Investing -0.08 Nov 05 0.28 0.38 0.05
Odd-Stats Strategy Aim Ways -0.09 Nov 05 -0.11 0.03 0.23
US Stocks Equal Weight -0.09 Nov 05 4.95 1.92 8.13
Margherita Portfolio Davide Pisicchio -0.11 Nov 05 -0.15 -0.40 -0.62
Short Term Treasury -0.12 Nov 05 0.92 0.54 0.84
LifeStrategy Income Fund Vanguard -0.13 Nov 05 1.24 -0.02 0.38
Dynamic 60/40 Income The Lazy Team -0.14 Nov 05 0.57 -1.77 -0.39
In Saecula Saeculorum Fulvio Marchese -0.14 Nov 05 0.04 0.10 0.41
Developed World ex-US 60/40 -0.15 Nov 05 -0.55 -0.92 1.09
Robo Advisor 10 Value Tilt Betterment -0.15 Nov 05 0.88 0.27 0.86
All Country World 20/80 -0.15 Nov 05 1.14 -0.15 0.33
Golden Ratio Portfolio Frank Vasquez -0.18 Nov 05 -0.10 -0.29 -0.97
US Stocks Minimum Volatility -0.18 Nov 05 5.63 5.45 9.46
Coffeehouse Bill Schultheis -0.20 Nov 05 2.24 -0.63 2.17
Ulcer Free Strategy Aim Ways -0.21 Nov 05 -1.41 -1.60 -2.82
Sheltered Sam 0/100 Bill Bernstein -0.23 Nov 05 1.56 0.26 0.06
Robo Advisor 20 Value Tilt Betterment -0.25 Nov 05 0.81 0.04 0.98
Stocks/Bonds 20/80 -0.27 Nov 05 1.68 0.35 0.66
US Cash -0.29 Nov 05 0.35 0.92 1.86
Edge Select Conservative Merrill Lynch -0.29 Nov 05 1.18 0.23 1.17
Larry Portfolio Larry Swedroe -0.30 Nov 05 0.94 -0.82 -0.12
Tilt Toward Value Time Money Inc -0.30 Nov 05 1.09 -0.40 1.95
Four Seasons Portfolio Davide Pisicchio -0.30 Nov 05 -0.41 -0.27 0.00
Developed World ex-US 80/20 -0.30 Nov 05 -1.12 -1.18 1.41
Late Sixties and Beyond Burton Malkiel -0.32 Nov 05 0.91 -0.60 2.13
Yale Endowment David Swensen -0.33 Nov 05 0.57 -1.04 1.28
US Stocks Value -0.34 Nov 05 4.92 3.49 7.71
GAA Global Asset Allocation Mebane Faber -0.34 Nov 05 0.65 0.44 0.15
Global Market Portfolio Credit Suisse -0.35 Nov 05 0.57 -0.65 0.21
Simple and Cheap Time Money Inc -0.36 Nov 05 0.40 -0.59 1.46
Lazy Portfolio David Swensen -0.36 Nov 05 0.38 -1.21 1.05
Ideal Index Frank Armstrong -0.38 Nov 05 0.67 -1.02 2.17
US Inflation Protection -0.39 Nov 05 2.55 -0.15 -1.09
LifeStrategy Conservative Growth Vanguard -0.44 Nov 05 0.47 -0.10 1.16
All Weather Portfolio Ray Dalio -0.45 Nov 05 2.02 1.69 0.33
Developed World ex-US Stocks -0.46 Nov 05 -1.66 -1.43 1.71
All Country World 40/60 -0.49 Nov 05 0.40 -0.13 1.12
All Weather Portfolio with Bitcoin Ray Dalio -0.50 Nov 05 1.90 1.88 0.41
Rob Arnott Portfolio Rob Arnott -0.51 Nov 05 2.03 1.11 0.94
Andrew Tobias Portfolio Andrew Tobias -0.52 Nov 05 -0.13 -0.16 3.02
Lifepath Fund iShares -0.52 Nov 05 0.82 -0.14 1.11
Sandwich Portfolio Bob Clyatt -0.55 Nov 05 0.05 -0.79 1.03
Gone Fishin' Portfolio Alexander Green -0.57 Nov 05 -0.95 -1.89 -0.21
Stocks/Bonds 40/60 ESG -0.58 Nov 05 0.34 0.40 2.02
Robo Advisor 50 Value Tilt Betterment -0.59 Nov 05 0.47 -0.44 1.56
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.59 Nov 05 0.48 -0.26 2.25
Sheltered Sam 10/90 Bill Bernstein -0.60 Nov 05 1.53 0.20 0.51
Edge Select Moderately Conservative Merrill Lynch -0.62 Nov 05 0.45 -0.18 0.90
Mid-Fifties Burton Malkiel -0.64 Nov 05 0.01 -0.84 2.09
Four Square Scott Burns -0.65 Nov 05 -0.06 -0.42 1.21
Coward's Portfolio Bill Bernstein -0.66 Nov 05 0.73 -0.17 2.80
Dynamic 40/60 Income The Lazy Team -0.67 Nov 05 -0.06 -1.16 -0.50
Stocks/Bonds 40/60 -0.68 Nov 05 1.03 0.57 1.90
Long Term Portfolio Ben Stein -0.70 Nov 05 -0.38 -1.05 2.34
Stocks/Bonds 40/60 with Bitcoin -0.71 Nov 05 0.88 0.88 1.88
LifeStrategy Moderate Growth Vanguard -0.76 Nov 05 -0.25 -0.18 1.91
Capricciosa Portfolio Davide Pisicchio -0.78 Nov 05 -0.30 0.05 1.43
Core Four Rick Ferri -0.82 Nov 05 -0.29 -0.39 2.51
All Country World 60/40 -0.83 Nov 05 -0.30 -0.12 1.89
All Weather Portfolio 2x Leveraged Ray Dalio -0.88 Nov 05 6.23 4.13 0.95
Late Thirties to Early Forties Burton Malkiel -0.89 Nov 05 -0.61 -0.88 2.21
JP Morgan Balanced Portfolio JP Morgan -0.90 Nov 05 0.61 0.07 2.28
Gretchen Tai Portfolio Gretchen Tai -0.91 Nov 05 -0.75 -1.08 1.15
Stocks/Bonds 60/40 ESG -0.91 Nov 05 -0.51 0.53 3.37
Stocks/Bonds 40/60 2x Leveraged -0.93 Nov 05 2.01 -0.12 0.74
Developed World ex-US 40/60 Momentum -0.95 Nov 05 -0.58 -1.00 -0.27
Edge Select Moderate Merrill Lynch -0.95 Nov 05 -0.22 -0.32 1.41
Eliminate Fat Tails Larry Swedroe -0.97 Nov 05 -0.05 -1.08 0.06
Mid-Twenties Burton Malkiel -0.97 Nov 05 -0.97 -1.04 2.07
Sheltered Sam 20/80 Bill Bernstein -0.97 Nov 05 1.50 0.14 0.95
No Brainer Portfolio Bill Bernstein -0.98 Nov 05 -0.01 -1.01 2.51
Margaritaville Scott Burns -0.99 Nov 05 -0.50 -0.51 1.61
LifeStrategy Growth Fund Vanguard -1.08 Nov 05 -0.94 -0.26 2.64
Stocks/Bonds 60/40 -1.09 Nov 05 0.41 0.78 3.12
Three Funds Bogleheads -1.12 Nov 05 -0.84 -0.17 2.70
Stocks/Bonds 60/40 with Bitcoin -1.12 Nov 05 0.27 1.08 3.11
Couch Potato Scott Burns -1.14 Nov 05 0.80 0.54 2.26
Four Funds Bogleheads -1.17 Nov 05 -0.83 -0.20 2.65
All Country World 80/20 -1.17 Nov 05 -0.97 -0.10 2.64
Robo Advisor 80 Value Tilt Betterment -1.18 Nov 05 -0.38 -0.27 2.74
Robo Advisor 100 Value Tilt Betterment -1.24 Nov 05 -0.44 -0.37 3.88
Five Asset Roger Gibson -1.25 Nov 05 1.52 2.16 2.84
Edge Select Moderately Aggressive Merrill Lynch -1.30 Nov 05 -0.97 -0.31 2.08
Second Grader's Starter Paul Farrell -1.32 Nov 05 -1.11 -0.07 3.29
Robo Advisor 90 Value Tilt Betterment -1.35 Nov 05 -0.58 -0.23 3.19
Ivy Portfolio Mebane Faber -1.35 Nov 05 1.63 2.66 2.79
Sheltered Sam 30/70 Bill Bernstein -1.35 Nov 05 1.48 0.08 1.38
Dedalo Four Dedalo Invest -1.35 Nov 05 -0.57 0.62 3.91
Simple Path to Wealth JL Collins -1.39 Nov 05 -0.02 0.93 4.02
Family Taxable Portfolio Ted Aronson -1.44 Nov 05 -0.70 -1.14 1.23
Dedalo Eleven Dedalo Invest -1.47 Nov 05 -1.12 -0.02 2.92
Stocks/Bonds 80/20 -1.49 Nov 05 -0.17 0.98 4.31
Seven Value Scott Burns -1.50 Nov 05 3.89 2.90 5.44
All Country World Stocks -1.51 Nov 05 -1.60 -0.08 3.37
US Stocks ESG -1.58 Nov 05 -2.07 0.78 6.01
Edge Select Aggressive Merrill Lynch -1.59 Nov 05 -1.54 -0.42 2.63
Developed World ex-US 60/40 Momentum -1.59 Nov 05 -1.49 -1.45 -0.43
Pepperoni Portfolio Davide Pisicchio -1.60 Nov 05 -0.85 0.31 2.71
Six Ways from Sunday Scott Burns -1.63 Nov 05 3.62 2.68 4.48
7Twelve Portfolio Craig Israelsen -1.63 Nov 05 1.40 2.21 2.67
Perfect Portfolio Ben Stein -1.64 Nov 05 -0.85 0.50 3.25
Sheltered Sam 40/60 Bill Bernstein -1.72 Nov 05 1.45 0.02 1.80
Warren Buffett Portfolio Warren Buffett -1.77 Nov 05 -0.90 1.46 5.44
Dedalo Three Dedalo Invest -1.78 Nov 05 -0.98 0.79 4.84
US Stocks -1.90 Nov 05 -0.71 1.17 5.48
Stocks/Bonds 60/40 2x Leveraged -1.94 Nov 05 0.36 0.35 3.22
Sheltered Sam 50/50 Bill Bernstein -2.10 Nov 05 1.43 -0.03 2.22
Diavola Portfolio Davide Pisicchio -2.44 Nov 05 -2.10 0.90 4.48
Sheltered Sam 60/40 Bill Bernstein -2.47 Nov 05 1.40 -0.09 2.63
Sheltered Sam 70/30 Bill Bernstein -2.85 Nov 05 1.38 -0.14 3.03
Developed World ex-US Stocks Momentum -2.86 Nov 05 -3.17 -2.30 -0.73
Sheltered Sam 80/20 Bill Bernstein -3.22 Nov 05 1.36 -0.20 3.43
Ultimate Buy&Hold FundAdvice -3.30 Nov 05 0.63 -0.84 1.51
Big Rocks Portfolio Larry Swedroe -3.35 Nov 05 1.17 -0.47 2.67
Sheltered Sam 90/10 Bill Bernstein -3.60 Nov 05 1.34 -0.25 3.82
Emerging Markets Stocks -3.67 Nov 05 -8.61 -4.76 -4.11
Sheltered Sam 100/0 Bill Bernstein -3.97 Nov 05 1.31 -0.30 4.20
Technology -4.89 Nov 05 -6.66 0.47 3.63
Conservative Portfolio Lyn Alden -5.23 Nov 05 0.17 -0.58 1.04
Ultimate Buy and Hold Strategy Paul Merriman -5.44 Nov 05 0.05 -1.45 2.56
Aim comfortable trip Aim Ways -5.93 Nov 05 -0.43 -0.64 -0.36
Simple Money Portfolio Tim Maurer -7.62 Nov 05 1.35 -0.51 2.44
Aggressive Portfolio Lyn Alden -7.99 Nov 05 -1.30 -0.88 1.64
Moderate Portfolio Lyn Alden -8.00 Nov 05 -1.21 -0.89 1.17
Ark Tech Portfolio Cathie Wood -9.59 Nov 05 -7.41 14.35 17.71
Stocks/Bonds 20/80 Momentum -15.39 Nov 05 -0.79 -1.06 -0.40
Robust Alpha Architect -27.44 Nov 05 -1.62 -0.15 2.41
Stocks/Bonds 40/60 Momentum -30.92 Nov 05 -3.61 -2.15 -0.20
Stocks/Bonds 60/40 Momentum -46.45 Nov 05 -6.14 -3.16 -0.01
Stocks/Bonds 80/20 Momentum -61.98 Nov 05 -8.41 -4.10 0.18
US Stocks Quality -75.10 Nov 05 0.11 1.66 7.78
US Stocks Momentum -77.50 Nov 05 -10.47 -4.98 0.35