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
TLT
US Long Term Treasuries -5.38 -8.95 -8.18
VNQ
US REITs -6.26 -6.25 2.82
LQD
US Invest. Grade Bonds -3.39 -5.18 -3.99
TIP
US TIPS -2.60 -3.29 -2.50
BND
US Total Bond Market -2.55 -3.45 -2.78
EMB
Emerg. Market Bonds -3.73 -4.58 -0.71
BNDX
International Bonds -1.18 -2.51 -1.04
GLD
Gold -6.75 3.38 -11.49
BIL
US Cash 0.28 0.90 1.79
SPY
US Large Cap Blend -0.33 2.38 17.86
HYG
US High Yield Bonds -2.73 -2.00 0.01
VTI
US Total Stock Market -0.78 1.39 17.29
IJR
US Small Cap Blend -5.53 -7.94 10.16
EFA
EAFE Stocks -3.31 0.01 8.65
VT
World All Countries -1.43 0.83 14.83
PFF
US Preferred Stocks -2.62 -1.87 0.03
QQQ
US Technology 3.32 0.56 28.44
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 6.83 Oct 16 -1.27 -0.25 4.02
Cape US Sector Value Robert Shiller 4.56 Oct 16 -6.19 -4.41 0.74
Cockroach Portfolio Tony Dong 4.51 Oct 16 -4.23 -2.05 -3.13
All Weather Portfolio 2x Leveraged Ray Dalio 4.47 Oct 16 -6.63 -3.81 -1.66
US Stocks Minimum Volatility 3.92 Oct 16 -3.70 1.35 5.74
US Stocks Value 3.18 Oct 16 -3.21 0.55 8.76
US Stocks Equal Weight 2.92 Oct 16 -4.83 -1.87 9.22
Talmud Portfolio 2x Leveraged Roger Gibson 2.83 Oct 16 -6.96 -6.68 6.97
Seven Value Scott Burns 2.45 Oct 16 -2.89 0.95 5.60
Six Ways from Sunday Scott Burns 2.30 Oct 16 -2.80 1.18 4.67
All Weather Portfolio Ray Dalio 1.83 Oct 16 -2.68 -1.33 1.49
Desert Portfolio 2x Leveraged Gyroscopic Investing 1.82 Oct 16 -5.49 -4.38 0.05
Stocks/Bonds 40/60 2x Leveraged 1.80 Oct 16 -4.27 -4.21 6.24
All Weather Portfolio with Bitcoin Ray Dalio 1.71 Oct 16 -2.57 -1.07 1.82
Aggressive Global Income The Lazy Team 1.70 Oct 16 -4.22 -2.05 4.00
10-year Treasury 1.59 Oct 16 -3.35 -4.58 -4.51
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 1.54 Oct 16 -6.75 -3.23 -4.71
Rob Arnott Portfolio Rob Arnott 1.47 Oct 16 -2.08 -0.71 2.55
US Inflation Protection 1.44 Oct 16 -2.60 -3.29 -2.50
Total Bond US 1.31 Oct 16 -2.55 -3.45 -2.78
Ivy Portfolio Mebane Faber 1.25 Oct 16 -1.12 3.66 7.89
Five Asset Roger Gibson 1.23 Oct 16 -1.42 2.86 8.28
Talmud Portfolio Roger Gibson 1.22 Oct 16 -3.20 -2.75 5.61
US Stocks Quality 1.21 Oct 16 0.04 1.50 16.32
Stocks/Bonds 60/40 2x Leveraged 1.16 Oct 16 -3.15 -1.62 15.18
Golden Butterfly 2x Leveraged Tyler 1.13 Oct 16 -7.81 -6.91 -0.13
All Country World Bonds 1.12 Oct 16 -2.25 -3.29 -1.86
Weird Portfolio Value Stock Geek 1.11 Oct 16 -5.37 -3.21 0.17
Stocks/Bonds 20/80 1.04 Oct 16 -2.16 -2.40 1.10
Conservative Income Charles Schwab 1.00 Oct 16 -1.99 -2.34 -1.02
Coffeehouse Bill Schultheis 0.98 Oct 16 -3.46 -3.30 5.17
PISI Portfolio Davide Pisicchio 0.98 Oct 16 -2.85 -1.98 1.09
Nano Portfolio John Wasik 0.95 Oct 16 -3.11 -2.28 4.59
Permanent Portfolio Harry Browne 0.95 Oct 16 -3.07 -0.85 -0.56
One-Decision Portfolio Marvin Appel 0.94 Oct 16 -2.56 -2.19 4.68
Golden Butterfly Tyler 0.94 Oct 16 -3.86 -2.22 1.07
High Yield Bonds Income The Lazy Team 0.91 Oct 16 -3.49 -4.11 -1.57
7Twelve Portfolio Craig Israelsen 0.88 Oct 16 -1.12 2.53 7.09
Sheltered Sam 0/100 Bill Bernstein 0.87 Oct 16 -1.37 -1.45 -0.93
Permanent Portfolio with Bitcoin Harry Browne 0.87 Oct 16 -2.84 -0.35 0.03
Simplified Permanent Portfolio The Lazy Team 0.86 Oct 16 -3.50 -1.11 -1.21
Golden Butterfly with Bitcoin Tyler 0.86 Oct 16 -3.64 -1.75 1.67
Sheltered Sam 10/90 Bill Bernstein 0.84 Oct 16 -1.60 -1.46 0.27
Sheltered Sam 20/80 Bill Bernstein 0.81 Oct 16 -1.82 -1.46 1.46
Total Bond Developed World ex-US 0.80 Oct 16 -1.18 -2.51 -1.04
Sheltered Sam 30/70 Bill Bernstein 0.79 Oct 16 -2.03 -1.46 2.66
LifeStrategy Income Fund Vanguard 0.78 Oct 16 -1.99 -2.36 1.11
Dimensional Retirement Income Fund DFA 0.78 Oct 15 -2.44 -1.99 1.16
GAA Global Asset Allocation Mebane Faber 0.77 Oct 16 -2.25 -0.99 3.59
Stocks/Bonds 40/60 0.77 Oct 16 -1.79 -1.40 5.05
All Country World 20/80 0.77 Oct 16 -2.07 -2.40 1.44
Sheltered Sam 40/60 Bill Bernstein 0.76 Oct 16 -2.24 -1.47 3.85
Sheltered Sam 50/50 Bill Bernstein 0.73 Oct 16 -2.44 -1.47 5.03
Couch Potato Scott Burns 0.70 Oct 16 -1.64 -0.84 7.17
Sheltered Sam 60/40 Bill Bernstein 0.70 Oct 16 -2.64 -1.47 6.21
Stocks/Bonds 40/60 with Bitcoin 0.68 Oct 16 -1.65 -0.84 5.29
Sheltered Sam 70/30 Bill Bernstein 0.67 Oct 16 -2.83 -1.47 7.39
Edge Select Conservative Merrill Lynch 0.66 Oct 16 -1.69 -1.61 2.02
Tilt Toward Value Time Money Inc 0.64 Oct 16 -2.56 -1.94 6.28
Marc Faber Portfolio Marc Faber 0.64 Oct 16 -4.13 -1.56 0.82
Sheltered Sam 80/20 Bill Bernstein 0.64 Oct 16 -3.01 -1.48 8.57
Desert Portfolio Gyroscopic Investing 0.64 Oct 16 -2.09 -0.70 2.22
In Saecula Saeculorum Fulvio Marchese 0.62 Oct 16 -2.18 -0.68 4.78
Sheltered Sam 90/10 Bill Bernstein 0.61 Oct 16 -3.19 -1.48 9.74
Golden Ratio Portfolio Frank Vasquez 0.60 Oct 16 -2.81 -1.46 3.36
Late Sixties and Beyond Burton Malkiel 0.60 Oct 16 -2.60 -1.88 7.76
Global Market Portfolio Credit Suisse 0.60 Oct 16 -2.48 -2.88 3.92
Simple Money Portfolio Tim Maurer 0.58 Oct 16 -2.92 -1.03 5.43
Sheltered Sam 100/0 Bill Bernstein 0.58 Oct 16 -3.37 -1.48 10.91
Five Fold Scott Burns 0.57 Oct 16 -2.67 -2.24 5.48
Lifepath Fund iShares 0.57 Oct 16 -2.15 -1.88 4.28
European Stocks 0.56 Oct 16 -5.07 -1.72 7.00
Desert Portfolio with Bitcoin Gyroscopic Investing 0.56 Oct 16 -1.86 -0.20 2.84
Robo Advisor 0 Betterment 0.53 Oct 16 -0.65 -0.36 -0.02
Conservative Portfolio Lyn Alden 0.51 Oct 16 -2.58 -0.88 6.40
Stocks/Bonds 60/40 0.50 Oct 16 -1.44 -0.43 9.06
Short Term Treasury 0.50 Oct 16 -0.55 -0.22 0.11
Robo Advisor 10 Value Tilt Betterment 0.49 Oct 16 -1.04 -0.77 1.10
Robo Advisor 20 Value Tilt Betterment 0.48 Oct 16 -1.43 -1.17 2.20
Odd-Stats Strategy Aim Ways 0.47 Oct 16 -1.95 -1.44 4.66
All Country World 40/60 0.41 Oct 16 -1.90 -1.54 4.75
Stocks/Bonds 60/40 with Bitcoin 0.41 Oct 16 -1.30 0.12 9.32
LifeStrategy Conservative Growth Vanguard 0.41 Oct 16 -1.84 -1.59 4.50
Big Rocks Portfolio Larry Swedroe 0.40 Oct 16 -2.48 -1.35 6.60
Simple and Cheap Time Money Inc 0.35 Oct 16 -2.23 -1.57 6.67
JP Morgan Balanced Portfolio JP Morgan 0.34 Oct 16 -2.00 -0.44 7.78
Edge Select Moderately Conservative Merrill Lynch 0.34 Oct 16 -1.93 -1.75 4.28
Stocks/Bonds 40/60 ESG 0.34 Oct 16 -1.45 -0.80 6.48
Robo Advisor 50 Value Tilt Betterment 0.34 Oct 16 -2.27 -1.82 5.81
Developed World ex-US 20/80 0.32 Oct 16 -1.58 -2.10 1.43
Margherita Portfolio Davide Pisicchio 0.32 Oct 16 -2.07 -1.00 2.96
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.31 Oct 16 -2.28 -1.15 8.46
Gold 0.31 Oct 16 -6.75 3.38 -11.49
Yale Endowment David Swensen 0.30 Oct 16 -2.63 -1.89 7.46
Simple Path to Wealth JL Collins 0.29 Oct 16 -1.19 0.27 12.11
Paul Boyer Portfolio Paul Boyer 0.28 Oct 16 -3.85 -2.99 -1.41
Lazy Portfolio David Swensen 0.28 Oct 16 -2.55 -1.89 7.49
Aim comfortable trip Aim Ways 0.27 Oct 16 -2.40 -0.45 3.18
Larry Portfolio Larry Swedroe 0.27 Oct 16 -2.52 -2.52 1.77
Dynamic 60/40 Income The Lazy Team 0.24 Oct 16 -2.61 -1.81 3.95
Stocks/Bonds 80/20 0.23 Oct 16 -1.10 0.50 13.14
US Cash 0.21 Oct 16 0.28 0.90 1.79
Four Seasons Portfolio Davide Pisicchio 0.21 Oct 16 -1.94 -0.61 4.90
Coward's Portfolio Bill Bernstein 0.16 Oct 16 -2.10 -1.36 7.66
Ultimate Buy&Hold FundAdvice 0.15 Oct 16 -2.62 -1.36 5.90
Shield Strategy Aim Ways 0.15 Oct 16 -1.99 -0.18 4.39
Ideal Index Frank Armstrong 0.12 Oct 16 -2.72 -1.97 7.48
Four Square Scott Burns 0.12 Oct 16 -1.75 -1.20 6.16
Capricciosa Portfolio Davide Pisicchio 0.12 Oct 16 -1.55 -0.45 7.38
Mid-Fifties Burton Malkiel 0.09 Oct 16 -2.39 -1.54 9.65
All Country World 60/40 0.06 Oct 16 -1.73 -0.72 8.09
Warren Buffett Portfolio Warren Buffett 0.06 Oct 16 -0.22 2.31 16.46
Andrew Tobias Portfolio Andrew Tobias 0.04 Oct 16 -1.59 0.42 8.56
LifeStrategy Moderate Growth Vanguard 0.03 Oct 16 -1.71 -0.85 7.90
Core Four Rick Ferri 0.02 Oct 16 -1.96 -0.64 10.53
Dynamic 40/60 Income The Lazy Team 0.01 Oct 16 -2.05 -1.41 3.26
Sandwich Portfolio Bob Clyatt -0.02 Oct 16 -2.08 -1.39 6.28
Pinwheel Tyler -0.02 Oct 16 -3.13 -1.64 5.53
Stocks/Bonds 60/40 ESG -0.03 Oct 16 -1.01 0.42 11.26
Edge Select Moderate Merrill Lynch -0.03 Oct 16 -1.81 -1.31 7.12
Dedalo Four Dedalo Invest -0.03 Oct 16 -1.02 0.52 12.90
US Stocks -0.05 Oct 16 -0.78 1.39 17.29
Gold Pivot Ptf Aim Ways -0.06 Oct 16 -2.60 0.20 0.06
Margaritaville Scott Burns -0.11 Oct 16 -1.91 -0.77 8.65
Developed World ex-US 40/60 -0.15 Oct 16 -1.95 -1.71 3.88
Dedalo Three Dedalo Invest -0.23 Oct 16 -0.98 1.22 16.54
Robo Advisor 100 Value Tilt Betterment -0.25 Oct 16 -2.29 -0.40 13.14
Four Funds Bogleheads -0.26 Oct 16 -1.63 -0.14 11.37
Late Thirties to Early Forties Burton Malkiel -0.27 Oct 16 -2.10 -1.11 11.02
Three Funds Bogleheads -0.28 Oct 16 -1.62 -0.15 11.34
All Country World 80/20 -0.30 Oct 16 -1.58 0.07 11.45
Robo Advisor 80 Value Tilt Betterment -0.31 Oct 16 -2.19 -1.08 10.73
Eliminate Fat Tails Larry Swedroe -0.32 Oct 16 -1.75 -2.55 4.11
Developed World ex-US 40/60 Momentum -0.33 Oct 16 -1.18 -2.00 3.72
Long Term Portfolio Ben Stein -0.33 Oct 16 -2.13 -0.95 10.19
No Brainer Portfolio Bill Bernstein -0.33 Oct 16 -2.28 -1.79 9.88
Moderate Portfolio Lyn Alden -0.33 Oct 16 -1.90 -0.62 9.38
Ultimate Buy and Hold Strategy Paul Merriman -0.34 Oct 16 -3.25 -1.21 10.80
LifeStrategy Growth Fund Vanguard -0.34 Oct 16 -1.58 -0.14 11.33
Dedalo Eleven Dedalo Invest -0.35 Oct 16 -1.21 0.00 12.55
Pepperoni Portfolio Davide Pisicchio -0.38 Oct 16 -0.70 -0.28 11.05
Aggressive Portfolio Lyn Alden -0.39 Oct 16 -1.88 -0.22 10.62
Second Grader's Starter Paul Farrell -0.41 Oct 16 -1.45 0.30 13.36
Edge Select Moderately Aggressive Merrill Lynch -0.42 Oct 16 -1.49 -0.56 10.26
Perfect Portfolio Ben Stein -0.44 Oct 16 -1.23 0.92 11.72
Robo Advisor 90 Value Tilt Betterment -0.46 Oct 16 -2.18 -0.80 12.30
Stocks/Bonds 20/80 Momentum -0.47 Oct 16 -0.60 -4.41 4.07
Mid-Twenties Burton Malkiel -0.49 Oct 16 -2.00 -0.98 11.55
Ulcer Free Strategy Aim Ways -0.59 Oct 16 -1.80 -2.61 1.59
Gretchen Tai Portfolio Gretchen Tai -0.62 Oct 16 -2.30 -1.67 8.85
Developed World ex-US 60/40 -0.63 Oct 16 -2.30 -1.34 6.29
All Country World Stocks -0.65 Oct 16 -1.43 0.83 14.83
US Stocks ESG -0.76 Oct 16 -0.20 2.73 21.26
Edge Select Aggressive Merrill Lynch -0.79 Oct 16 -1.32 -0.14 13.00
Gone Fishin' Portfolio Alexander Green -0.84 Oct 16 -2.88 -2.52 7.37
Developed World ex-US 60/40 Momentum -0.89 Oct 16 -1.18 -1.76 6.10
Family Taxable Portfolio Ted Aronson -0.90 Oct 16 -2.41 -2.93 9.46
Diavola Portfolio Davide Pisicchio -0.96 Oct 16 0.21 0.89 18.06
Developed World ex-US 80/20 -1.11 Oct 16 -2.62 -0.99 8.68
Robust Alpha Architect -1.19 Oct 16 0.35 -0.90 13.13
Developed World ex-US Stocks -1.59 Oct 16 -2.93 -0.65 11.04
Developed World ex-US Stocks Momentum -2.01 Oct 16 -1.18 -1.31 10.85
Stocks/Bonds 40/60 Momentum -2.26 Oct 16 1.20 -5.26 11.04
Stocks/Bonds 60/40 Momentum -4.04 Oct 16 2.87 -6.00 18.12
Technology -4.05 Oct 16 3.32 0.56 28.44
Stocks/Bonds 80/20 Momentum -5.83 Oct 16 4.42 -6.66 25.32
Emerging Markets Stocks -5.90 Oct 16 -0.34 -2.37 18.22
US Stocks Momentum -7.62 Oct 16 5.87 -7.25 32.64
Ark Tech Portfolio Cathie Wood -8.24 Oct 16 6.09 11.54 44.14