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
DBC
Commodities 6.28 6.17 24.70
BIL
US Cash 0.28 0.89 1.79
QQQ
US Technology 4.18 -2.81 18.30
CWB
US Convertible Bonds 0.54 -5.05 9.17
EEM
Emerging Markets 4.57 -1.80 7.65
VTI
US Total Stock Market 2.70 1.80 12.30
BNDX
International Bonds -0.21 -0.91 -2.00
PFF
US Preferred Stocks 0.37 -2.22 -0.75
SPY
US Large Cap Blend 2.68 1.66 12.41
EMB
Emerg. Market Bonds 0.56 -0.46 -0.47
LQD
US Invest. Grade Bonds 0.40 -1.75 -2.68
HYG
US High Yield Bonds 0.90 0.84 1.84
BND
US Total Bond Market 0.36 -0.65 -1.96
TLT
US Long Term Treasuries 0.73 -2.65 -7.06
TIP
US TIPS -0.02 -1.16 -1.26
VT
World All Countries 3.01 1.90 9.25
GLD
Gold 9.93 -2.09 -15.57
EFA
EAFE Stocks 1.77 4.15 3.58
VNQ
US REITs -2.54 1.66 2.76
IJR
US Small Cap Blend -0.65 4.54 11.94
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
Ark Tech Portfolio Cathie Wood 2.62 Sep 18 16.42 7.30 25.10
US Stocks Momentum 2.59 Sep 18 0.26 -4.79 18.98
Stocks/Bonds 80/20 Momentum 1.86 Sep 18 0.28 -4.10 14.76
Stocks/Bonds 60/40 Momentum 1.13 Sep 18 0.30 -3.35 10.56
Berkshire Hathaway Warren Buffett 0.96 Sep 18 -1.30 6.44 -0.05
Stocks/Bonds 40/60 Momentum 0.40 Sep 18 0.32 -2.54 6.37
Robust Alpha Architect 0.33 Sep 18 1.14 0.92 10.91
US Cash 0.19 Sep 18 0.28 0.89 1.79
Technology 0.15 Sep 18 4.18 -2.81 18.30
Ivy Portfolio Mebane Faber 0.06 Sep 18 2.15 2.63 10.06
7Twelve Portfolio Craig Israelsen -0.20 Sep 18 1.91 2.58 9.05
Five Asset Roger Gibson -0.26 Sep 18 2.08 2.37 8.70
Stocks/Bonds 20/80 Momentum -0.33 Sep 18 0.34 -1.64 2.20
Short Term Treasury -0.44 Sep 18 0.17 0.39 0.19
Emerging Markets Stocks -0.45 Sep 18 4.57 -1.80 7.65
Robo Advisor 0 Betterment -0.50 Sep 18 0.19 0.36 0.10
Diavola Portfolio Davide Pisicchio -0.56 Sep 18 2.85 0.40 12.42
All Weather Portfolio with Bitcoin Ray Dalio -0.57 Sep 18 2.62 -0.02 1.25
Warren Buffett Portfolio Warren Buffett -0.60 Sep 18 2.61 1.66 11.52
All Weather Portfolio Ray Dalio -0.60 Sep 18 2.42 -0.07 1.07
Rob Arnott Portfolio Rob Arnott -0.63 Sep 18 1.21 0.47 2.93
Dimensional Retirement Income Fund DFA -0.64 Sep 17 0.59 0.04 1.66
Robo Advisor 10 Value Tilt Betterment -0.67 Sep 18 0.44 0.45 0.74
US Stocks -0.77 Sep 18 2.70 1.80 12.30
Sheltered Sam 0/100 Bill Bernstein -0.79 Sep 18 0.09 -0.23 -0.39
Stocks/Bonds 60/40 with Bitcoin -0.79 Sep 18 2.14 0.98 6.76
Pepperoni Portfolio Davide Pisicchio -0.81 Sep 18 1.89 0.23 7.80
Total Bond Developed World ex-US -0.82 Sep 18 -0.21 -0.91 -2.00
Stocks/Bonds 80/20 -0.83 Sep 18 2.27 1.35 9.43
Dynamic 40/60 Income The Lazy Team -0.83 Sep 18 0.97 0.09 2.61
Simple Path to Wealth JL Collins -0.84 Sep 18 2.16 1.23 8.71
US Stocks ESG -0.84 Sep 18 3.11 1.77 14.89
Developed World ex-US 40/60 Momentum -0.85 Sep 18 0.77 0.28 -0.25
Robo Advisor 20 Value Tilt Betterment -0.85 Sep 18 0.68 0.56 1.37
Stocks/Bonds 40/60 with Bitcoin -0.85 Sep 18 1.68 0.49 3.89
Developed World ex-US 60/40 Momentum -0.86 Sep 18 1.23 0.84 0.59
GAA Global Asset Allocation Mebane Faber -0.86 Sep 18 2.09 0.17 2.33
Stocks/Bonds 60/40 -0.88 Sep 18 1.82 0.88 6.57
Developed World ex-US Stocks Momentum -0.89 Sep 18 2.11 1.90 2.19
Edge Select Conservative Merrill Lynch -0.90 Sep 18 0.77 0.50 1.54
Permanent Portfolio with Bitcoin Harry Browne -0.90 Sep 18 3.48 -0.31 -2.26
Conservative Income Charles Schwab -0.90 Sep 18 0.12 -0.14 -0.40
Sheltered Sam 10/90 Bill Bernstein -0.91 Sep 18 0.29 0.18 0.50
Stocks/Bonds 40/60 -0.94 Sep 18 1.36 0.39 3.71
Dedalo Eleven Dedalo Invest -0.95 Sep 18 2.35 1.03 7.66
Stocks/Bonds 60/40 ESG -0.96 Sep 18 2.08 0.82 7.93
All Country World Bonds -0.97 Sep 18 0.19 -0.71 -1.75
Dedalo Four Dedalo Invest -0.97 Sep 18 2.24 1.33 8.66
High Yield Bonds Income The Lazy Team -0.97 Sep 18 0.81 -0.42 -0.18
Perfect Portfolio Ben Stein -0.98 Sep 18 2.62 1.76 7.86
Dedalo Three Dedalo Invest -1.00 Sep 18 2.79 1.83 11.36
Stocks/Bonds 20/80 -1.00 Sep 18 0.87 -0.12 0.87
Capricciosa Portfolio Davide Pisicchio -1.00 Sep 18 1.93 0.36 4.87
Permanent Portfolio Harry Browne -1.02 Sep 18 3.30 -0.46 -2.84
Stocks/Bonds 40/60 ESG -1.02 Sep 18 1.53 0.32 4.52
Sheltered Sam 20/80 Bill Bernstein -1.04 Sep 18 0.48 0.59 1.38
Couch Potato Scott Burns -1.04 Sep 18 1.40 0.39 5.49
LifeStrategy Income Fund Vanguard -1.04 Sep 18 0.76 -0.16 0.30
Eliminate Fat Tails Larry Swedroe -1.04 Sep 18 0.73 0.33 3.29
Total Bond US -1.06 Sep 18 0.36 -0.65 -1.96
Golden Ratio Portfolio Frank Vasquez -1.06 Sep 18 2.64 0.07 0.86
Edge Select Moderately Aggressive Merrill Lynch -1.07 Sep 18 2.19 0.93 6.55
All Country World 20/80 -1.08 Sep 18 0.80 -0.14 0.50
Ulcer Free Strategy Aim Ways -1.08 Sep 18 1.65 -2.03 -0.50
Edge Select Aggressive Merrill Lynch -1.10 Sep 18 2.50 1.30 8.22
LifeStrategy Conservative Growth Vanguard -1.10 Sep 18 1.30 0.38 2.55
Edge Select Moderately Conservative Merrill Lynch -1.10 Sep 18 1.33 0.22 2.78
Four Seasons Portfolio Davide Pisicchio -1.11 Sep 18 2.12 0.02 2.64
In Saecula Saeculorum Fulvio Marchese -1.12 Sep 18 2.29 0.24 2.50
Edge Select Moderate Merrill Lynch -1.13 Sep 18 1.74 0.59 4.66
Desert Portfolio with Bitcoin Gyroscopic Investing -1.13 Sep 18 2.00 0.29 1.23
LifeStrategy Moderate Growth Vanguard -1.15 Sep 18 1.81 0.90 4.78
Sheltered Sam 30/70 Bill Bernstein -1.16 Sep 18 0.67 0.98 2.24
Developed World ex-US 20/80 -1.16 Sep 18 0.56 -0.23 -0.59
Margherita Portfolio Davide Pisicchio -1.16 Sep 18 1.85 -0.21 1.25
Second Grader's Starter Paul Farrell -1.17 Sep 18 2.55 1.63 8.51
All Country World 40/60 -1.19 Sep 18 1.39 0.40 2.72
Three Funds Bogleheads -1.20 Sep 18 2.34 1.40 7.12
LifeStrategy Growth Fund Vanguard -1.21 Sep 18 2.31 1.39 6.97
Four Funds Bogleheads -1.22 Sep 18 2.30 1.35 7.19
Four Square Scott Burns -1.23 Sep 18 1.42 0.50 3.48
JP Morgan Balanced Portfolio JP Morgan -1.23 Sep 18 1.50 1.81 6.36
Shield Strategy Aim Ways -1.24 Sep 18 3.43 -0.71 0.98
Lifepath Fund iShares -1.24 Sep 18 1.22 0.51 2.90
Global Market Portfolio Credit Suisse -1.24 Sep 18 1.30 -0.25 1.75
Desert Portfolio Gyroscopic Investing -1.25 Sep 18 1.82 0.14 0.60
Andrew Tobias Portfolio Andrew Tobias -1.28 Sep 18 1.59 2.16 5.31
Sheltered Sam 40/60 Bill Bernstein -1.28 Sep 18 0.85 1.37 3.10
Robo Advisor 50 Value Tilt Betterment -1.28 Sep 18 1.38 1.04 3.51
All Country World 60/40 -1.30 Sep 18 1.95 0.92 4.92
Six Ways from Sunday Scott Burns -1.30 Sep 18 1.95 3.35 5.77
US Inflation Protection -1.32 Sep 18 -0.02 -1.16 -1.26
Moderate Portfolio Lyn Alden -1.33 Sep 18 2.26 1.04 4.89
Dynamic 60/40 Income The Lazy Team -1.34 Sep 18 0.29 0.53 3.26
Core Four Rick Ferri -1.34 Sep 18 1.89 1.38 6.81
Aggressive Portfolio Lyn Alden -1.35 Sep 18 2.34 1.36 5.66
Gold Pivot Ptf Aim Ways -1.35 Sep 18 4.18 -1.07 -3.40
Margaritaville Scott Burns -1.36 Sep 18 1.93 0.95 5.33
Seven Value Scott Burns -1.37 Sep 18 1.99 3.82 6.33
Simple and Cheap Time Money Inc -1.38 Sep 18 1.26 0.88 4.13
Coward's Portfolio Bill Bernstein -1.39 Sep 18 1.24 2.03 5.82
Mid-Twenties Burton Malkiel -1.39 Sep 18 1.97 1.35 6.94
Sheltered Sam 50/50 Bill Bernstein -1.40 Sep 18 1.03 1.75 3.94
One-Decision Portfolio Marvin Appel -1.41 Sep 18 0.22 1.15 4.24
All Country World 80/20 -1.42 Sep 18 2.49 1.42 7.09
Late Thirties to Early Forties Burton Malkiel -1.42 Sep 18 1.87 1.37 6.69
PISI Portfolio Davide Pisicchio -1.42 Sep 18 1.89 -0.29 -0.22
Aim comfortable trip Aim Ways -1.44 Sep 18 2.24 0.90 0.81
Robo Advisor 80 Value Tilt Betterment -1.45 Sep 18 2.35 1.69 6.69
Long Term Portfolio Ben Stein -1.48 Sep 18 1.49 2.00 6.95
Family Taxable Portfolio Ted Aronson -1.50 Sep 18 2.01 0.83 5.98
Developed World ex-US 40/60 -1.50 Sep 18 1.28 0.41 0.77
Sandwich Portfolio Bob Clyatt -1.50 Sep 18 1.27 0.91 3.96
Robo Advisor 90 Value Tilt Betterment -1.50 Sep 18 2.59 2.00 7.74
Mid-Fifties Burton Malkiel -1.50 Sep 18 1.57 1.31 5.96
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.51 Sep 18 1.58 1.13 5.53
Tilt Toward Value Time Money Inc -1.51 Sep 18 1.11 1.29 4.38
Odd-Stats Strategy Aim Ways -1.52 Sep 18 2.14 -0.34 1.83
Late Sixties and Beyond Burton Malkiel -1.52 Sep 18 1.13 1.29 5.02
Sheltered Sam 60/40 Bill Bernstein -1.53 Sep 18 1.20 2.12 4.77
All Country World Stocks -1.53 Sep 18 3.01 1.90 9.25
Paul Boyer Portfolio Paul Boyer -1.53 Sep 18 3.04 -0.69 -3.51
Gretchen Tai Portfolio Gretchen Tai -1.54 Sep 18 2.02 0.89 5.17
Big Rocks Portfolio Larry Swedroe -1.54 Sep 18 0.88 2.51 5.33
Golden Butterfly with Bitcoin Tyler -1.55 Sep 18 2.81 0.76 0.43
Conservative Portfolio Lyn Alden -1.55 Sep 18 1.88 1.19 3.36
Larry Portfolio Larry Swedroe -1.56 Sep 18 0.80 0.64 1.29
Robo Advisor 100 Value Tilt Betterment -1.60 Sep 18 2.41 2.82 8.46
Ultimate Buy&Hold FundAdvice -1.61 Sep 18 1.20 1.93 3.87
Simplified Permanent Portfolio The Lazy Team -1.64 Sep 18 3.12 -0.54 -3.21
Sheltered Sam 70/30 Bill Bernstein -1.65 Sep 18 1.36 2.48 5.59
Lazy Portfolio David Swensen -1.65 Sep 18 1.00 0.87 4.84
Golden Butterfly Tyler -1.67 Sep 18 2.64 0.61 -0.17
Five Fold Scott Burns -1.69 Sep 18 0.58 0.74 3.33
10-year Treasury -1.70 Sep 18 0.12 -1.03 -3.49
Gone Fishin' Portfolio Alexander Green -1.71 Sep 18 1.99 0.85 4.13
US Stocks Value -1.72 Sep 18 1.91 4.12 7.21
Yale Endowment David Swensen -1.73 Sep 18 1.05 0.90 4.79
No Brainer Portfolio Bill Bernstein -1.74 Sep 18 1.30 2.24 7.44
US Stocks Quality -1.76 Sep 18 1.50 3.49 9.10
Sheltered Sam 80/20 Bill Bernstein -1.77 Sep 18 1.53 2.84 6.40
Talmud Portfolio Roger Gibson -1.79 Sep 18 0.14 0.98 4.31
Simple Money Portfolio Tim Maurer -1.82 Sep 18 1.11 2.60 3.97
Ideal Index Frank Armstrong -1.83 Sep 18 1.08 2.37 5.37
Developed World ex-US 60/40 -1.84 Sep 18 1.97 1.01 2.07
Nano Portfolio John Wasik -1.86 Sep 18 0.45 1.22 3.07
Pinwheel Tyler -1.86 Sep 18 1.72 1.29 2.82
Sheltered Sam 90/10 Bill Bernstein -1.89 Sep 18 1.69 3.19 7.20
Coffeehouse Bill Schultheis -1.97 Sep 18 0.67 2.02 4.69
Sheltered Sam 100/0 Bill Bernstein -2.01 Sep 18 1.84 3.53 7.99
Marc Faber Portfolio Marc Faber -2.05 Sep 18 2.49 0.10 -1.90
Stocks/Bonds 60/40 2x Leveraged -2.05 Sep 18 3.23 -0.13 9.22
Cockroach Portfolio Tony Dong -2.07 Sep 18 1.85 1.92 -5.69
All Weather Portfolio 2x Leveraged Ray Dalio -2.11 Sep 18 4.98 0.16 -1.92
Ultimate Buy and Hold Strategy Paul Merriman -2.15 Sep 18 1.80 3.10 7.02
Developed World ex-US 80/20 -2.18 Sep 18 2.63 1.59 3.33
Stocks/Bonds 40/60 2x Leveraged -2.22 Sep 18 2.28 -1.00 3.14
Aggressive Global Income The Lazy Team -2.29 Sep 18 0.33 3.41 4.53
Gold -2.39 Sep 18 9.93 -2.09 -15.57
Developed World ex-US Stocks -2.52 Sep 18 3.26 2.14 4.54
Desert Portfolio 2x Leveraged Gyroscopic Investing -2.53 Sep 18 3.37 -1.86 -3.47
Weird Portfolio Value Stock Geek -2.57 Sep 18 2.15 0.86 -1.37
US Stocks Minimum Volatility -2.90 Sep 18 3.67 5.42 4.55
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -2.92 Sep 18 5.62 -2.70 -9.76
Talmud Portfolio 2x Leveraged Roger Gibson -3.29 Sep 18 0.08 -0.22 4.04
US Stocks Equal Weight -3.38 Sep 18 2.04 5.46 7.91
Golden Butterfly 2x Leveraged Tyler -3.55 Sep 18 3.59 -0.37 -3.76
Cape US Sector Value Robert Shiller -3.67 Sep 18 0.49 2.81 -0.48
European Stocks -3.73 Sep 18 1.18 4.38 3.52