Last Update - 31 July 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 Jul 26
Ticker Asset Class 1M 3M 6M
GLD
Gold 0.86 -12.30 -16.50
DBC
Commodities 10.47 -5.31 20.55
EEM
Emerging Markets -6.31 0.68 9.01
QQQ
US Technology -6.57 3.15 10.89
VT
World All Countries -0.69 3.45 7.80
VTI
US Total Stock Market -0.49 4.26 8.77
EFA
EAFE Stocks 1.64 4.82 6.46
CWB
US Convertible Bonds -5.46 1.16 9.82
SPY
US Large Cap Blend 0.03 4.22 8.53
IJR
US Small Cap Blend -1.92 6.42 15.04
HYG
US High Yield Bonds -0.15 0.37 0.92
PFF
US Preferred Stocks 0.40 -1.80 -1.44
EMB
Emerg. Market Bonds -1.44 0.07 0.59
BND
US Total Bond Market -1.28 -0.74 -0.75
TIP
US TIPS -0.68 -0.95 0.02
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
BIL
US Cash 0.34 0.93 1.78
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
BNDX
International Bonds -1.14 0.12 -0.29
VNQ
US REITs 2.61 3.63 11.11
IJH
US Mid Cap Blend -2.39 3.69 10.14
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 Aug 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 Jul 26
Portfolio Author Aug 26▾ Time(ET) 1M 3M 6M
Ark Tech Portfolio Cathie Wood 16.69 Aug 21 -9.69 2.94 3.86
Gold 13.10 Aug 21 0.86 -12.30 -16.50
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 8.49 Aug 21 -1.74 -6.43 -9.06
Golden Butterfly 2x Leveraged Tyler 7.02 Aug 21 -2.52 -2.36 -1.60
Gold Pivot Ptf Aim Ways 5.28 Aug 21 -1.25 -3.47 -4.08
All Weather Portfolio 2x Leveraged Ray Dalio 5.00 Aug 21 -1.87 -3.06 -0.36
Emerging Markets Stocks 4.96 Aug 21 -6.31 0.68 9.01
Desert Portfolio 2x Leveraged Gyroscopic Investing 4.68 Aug 21 -2.12 -2.48 -2.90
Permanent Portfolio with Bitcoin Harry Browne 4.26 Aug 21 -0.89 -2.60 -2.73
Marc Faber Portfolio Marc Faber 4.20 Aug 21 0.18 -1.48 0.16
Paul Boyer Portfolio Paul Boyer 4.19 Aug 21 -2.08 -2.75 -2.06
Developed World ex-US Stocks 4.13 Aug 21 -0.88 3.19 7.42
Simplified Permanent Portfolio The Lazy Team 4.09 Aug 21 -0.63 -2.66 -2.91
Permanent Portfolio Harry Browne 4.06 Aug 21 -0.97 -2.55 -2.73
Shield Strategy Aim Ways 3.91 Aug 21 -1.53 -1.28 -0.40
Golden Butterfly with Bitcoin Tyler 3.83 Aug 21 -0.83 -0.96 0.25
Cockroach Portfolio Tony Dong 3.82 Aug 21 0.42 -1.27 -1.24
Weird Portfolio Value Stock Geek 3.69 Aug 21 0.13 -0.69 1.41
Golden Butterfly Tyler 3.63 Aug 21 -0.90 -0.91 0.24
Developed World ex-US Stocks Momentum 3.59 Aug 21 -2.19 1.61 4.07
Technology 3.38 Aug 21 -6.57 3.15 10.89
Developed World ex-US 80/20 3.32 Aug 21 -0.93 2.62 5.94
Golden Ratio Portfolio Frank Vasquez 3.19 Aug 21 -1.22 -0.68 1.14
All Country World Stocks 3.12 Aug 21 -0.69 3.45 7.80
US Stocks Minimum Volatility 3.11 Aug 21 1.52 3.80 3.84
Stocks/Bonds 60/40 2x Leveraged 3.05 Aug 21 -1.60 2.86 6.29
Robo Advisor 90 Value Tilt Betterment 3.04 Aug 21 -1.15 3.43 8.27
US Stocks Equal Weight 3.01 Aug 21 1.05 6.10 9.43
Aim comfortable trip Aim Ways 3.00 Aug 21 -0.23 0.29 1.36
Robo Advisor 100 Value Tilt Betterment 2.90 Aug 21 -0.46 4.27 8.91
Pinwheel Tyler 2.81 Aug 21 -0.18 1.36 4.46
Sheltered Sam 100/0 Bill Bernstein 2.76 Aug 21 0.11 4.51 9.54
Aggressive Portfolio Lyn Alden 2.75 Aug 21 -0.64 2.54 6.26
Robo Advisor 80 Value Tilt Betterment 2.75 Aug 21 -1.19 3.02 7.33
Dedalo Three Dedalo Invest 2.74 Aug 21 -0.55 4.02 8.47
Perfect Portfolio Ben Stein 2.74 Aug 21 -0.44 2.74 7.63
Gone Fishin' Portfolio Alexander Green 2.73 Aug 21 -1.59 1.71 5.48
All Weather Portfolio with Bitcoin Ray Dalio 2.67 Aug 21 -1.05 -1.44 1.07
Moderate Portfolio Lyn Alden 2.66 Aug 21 -0.94 2.08 5.40
Second Grader's Starter Paul Farrell 2.66 Aug 21 -0.75 3.36 7.37
Four Seasons Portfolio Davide Pisicchio 2.62 Aug 21 -0.74 0.27 1.93
In Saecula Saeculorum Fulvio Marchese 2.60 Aug 21 -0.74 0.31 1.67
US Stocks ESG 2.60 Aug 21 -0.17 5.19 9.06
US Stocks 2.59 Aug 21 -0.49 4.26 8.77
Odd-Stats Strategy Aim Ways 2.58 Aug 21 -1.59 0.20 1.95
Edge Select Aggressive Merrill Lynch 2.57 Aug 21 -1.27 3.06 7.22
Diavola Portfolio Davide Pisicchio 2.56 Aug 21 -2.10 3.55 8.41
All Country World 80/20 2.56 Aug 21 -0.80 2.74 6.19
Ultimate Buy and Hold Strategy Paul Merriman 2.54 Aug 21 0.30 4.07 9.29
Sheltered Sam 90/10 Bill Bernstein 2.52 Aug 21 0.08 4.08 8.66
Developed World ex-US 60/40 2.50 Aug 21 -0.98 2.03 4.43
Desert Portfolio with Bitcoin Gyroscopic Investing 2.49 Aug 21 -0.31 -0.34 0.45
Five Asset Roger Gibson 2.45 Aug 21 2.22 0.67 9.59
Three Funds Bogleheads 2.44 Aug 21 -0.82 2.88 6.44
LifeStrategy Growth Fund Vanguard 2.44 Aug 21 -0.82 2.90 6.43
Four Funds Bogleheads 2.44 Aug 21 -0.77 2.86 6.51
Ulcer Free Strategy Aim Ways 2.44 Aug 21 -2.43 -1.24 0.09
Conservative Portfolio Lyn Alden 2.43 Aug 21 -0.13 1.63 4.40
Dedalo Eleven Dedalo Invest 2.42 Aug 21 -1.10 2.95 6.80
Ivy Portfolio Mebane Faber 2.40 Aug 21 2.63 0.13 10.69
All Weather Portfolio Ray Dalio 2.40 Aug 21 -1.01 -1.33 1.46
Margherita Portfolio Davide Pisicchio 2.40 Aug 21 -0.75 -0.22 0.99
Stocks/Bonds 40/60 2x Leveraged 2.37 Aug 21 -2.17 0.86 2.65
Mid-Twenties Burton Malkiel 2.37 Aug 21 -0.92 3.14 7.49
Gretchen Tai Portfolio Gretchen Tai 2.37 Aug 21 -1.35 2.25 6.09
Seven Value Scott Burns 2.37 Aug 21 1.92 2.48 8.27
European Stocks 2.33 Aug 21 2.32 5.38 5.43
Family Taxable Portfolio Ted Aronson 2.30 Aug 21 -2.50 2.39 7.29
Desert Portfolio Gyroscopic Investing 2.29 Aug 21 -0.39 -0.29 0.44
Sheltered Sam 80/20 Bill Bernstein 2.28 Aug 21 0.06 3.63 7.76
PISI Portfolio Davide Pisicchio 2.27 Aug 21 -0.98 -0.65 0.04
Late Thirties to Early Forties Burton Malkiel 2.27 Aug 21 -0.84 3.11 7.30
Six Ways from Sunday Scott Burns 2.27 Aug 21 2.10 1.75 7.77
GAA Global Asset Allocation Mebane Faber 2.25 Aug 21 -0.78 -0.28 3.12
Warren Buffett Portfolio Warren Buffett 2.25 Aug 21 -0.07 3.93 7.75
Dedalo Four Dedalo Invest 2.21 Aug 21 -0.66 3.27 6.73
Capricciosa Portfolio Davide Pisicchio 2.21 Aug 21 -0.79 1.38 3.72
US Stocks Value 2.20 Aug 21 1.94 4.08 7.56
Edge Select Moderately Aggressive Merrill Lynch 2.18 Aug 21 -1.22 2.40 5.74
Developed World ex-US 60/40 Momentum 2.18 Aug 21 -1.80 1.04 2.38
Margaritaville Scott Burns 2.18 Aug 21 -0.75 2.13 5.42
Core Four Rick Ferri 2.17 Aug 21 -0.53 2.92 6.71
Stocks/Bonds 60/40 with Bitcoin 2.16 Aug 21 -0.69 2.00 4.56
Stocks/Bonds 80/20 2.16 Aug 21 -0.64 3.30 6.88
7Twelve Portfolio Craig Israelsen 2.15 Aug 21 1.75 0.45 9.60
US Stocks Momentum 2.15 Aug 21 -12.61 5.61 17.31
Simple Path to Wealth JL Collins 2.05 Aug 21 -0.68 3.06 6.41
Sheltered Sam 70/30 Bill Bernstein 2.04 Aug 21 0.03 3.18 6.86
Mid-Fifties Burton Malkiel 2.02 Aug 21 -0.69 2.96 6.92
All Country World 60/40 2.00 Aug 21 -0.90 2.01 4.58
Long Term Portfolio Ben Stein 1.99 Aug 21 -0.27 3.43 7.63
Robust Alpha Architect 1.99 Aug 21 -2.35 2.57 11.73
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.97 Aug 21 -0.42 2.52 5.99
LifeStrategy Moderate Growth Vanguard 1.91 Aug 21 -0.92 2.09 4.70
Pepperoni Portfolio Davide Pisicchio 1.88 Aug 21 -1.43 2.39 5.83
No Brainer Portfolio Bill Bernstein 1.84 Aug 21 -0.79 3.56 7.93
Andrew Tobias Portfolio Andrew Tobias 1.83 Aug 21 0.44 3.18 5.30
Ideal Index Frank Armstrong 1.81 Aug 21 -0.30 3.22 7.23
Stocks/Bonds 80/20 Momentum 1.81 Aug 21 -10.86 4.47 13.76
Sheltered Sam 60/40 Bill Bernstein 1.80 Aug 21 0.00 2.72 5.96
JP Morgan Balanced Portfolio JP Morgan 1.77 Aug 21 0.09 2.21 6.71
Talmud Portfolio 2x Leveraged Roger Gibson 1.75 Aug 21 0.21 2.07 8.82
Edge Select Moderate Merrill Lynch 1.74 Aug 21 -1.22 1.74 4.30
Stocks/Bonds 60/40 ESG 1.74 Aug 21 -0.62 2.83 5.06
Stocks/Bonds 40/60 with Bitcoin 1.73 Aug 21 -0.84 0.99 2.65
Stocks/Bonds 60/40 1.73 Aug 21 -0.79 2.33 4.99
Yale Endowment David Swensen 1.72 Aug 21 -0.29 2.34 6.38
Developed World ex-US 40/60 1.68 Aug 21 -1.03 1.42 2.89
Coward's Portfolio Bill Bernstein 1.67 Aug 21 -0.47 2.98 6.58
Ultimate Buy&Hold FundAdvice 1.66 Aug 21 0.10 2.37 5.58
Four Square Scott Burns 1.64 Aug 21 -0.85 1.63 3.99
Robo Advisor 50 Value Tilt Betterment 1.64 Aug 21 -0.91 2.01 4.42
Lazy Portfolio David Swensen 1.64 Aug 21 -0.32 2.29 6.35
Late Sixties and Beyond Burton Malkiel 1.62 Aug 21 -0.39 2.75 6.31
Simple and Cheap Time Money Inc 1.61 Aug 21 -0.58 2.07 4.99
Sandwich Portfolio Bob Clyatt 1.56 Aug 21 -0.56 1.84 4.75
Sheltered Sam 50/50 Bill Bernstein 1.56 Aug 21 -0.03 2.25 5.04
Tilt Toward Value Time Money Inc 1.54 Aug 21 -0.47 2.36 5.42
Simple Money Portfolio Tim Maurer 1.52 Aug 21 0.83 2.97 5.60
Couch Potato Scott Burns 1.49 Aug 21 -0.59 1.71 4.42
US Stocks Quality 1.48 Aug 21 -0.05 6.01 8.77
Developed World ex-US 40/60 Momentum 1.47 Aug 21 -1.59 0.74 1.51
Stocks/Bonds 60/40 Momentum 1.46 Aug 21 -8.89 3.26 10.17
All Country World 40/60 1.44 Aug 21 -1.02 1.25 2.94
Big Rocks Portfolio Larry Swedroe 1.42 Aug 21 0.28 3.15 6.62
LifeStrategy Conservative Growth Vanguard 1.38 Aug 21 -1.02 1.26 2.95
Global Market Portfolio Credit Suisse 1.36 Aug 21 -1.69 0.86 2.94
Coffeehouse Bill Schultheis 1.34 Aug 21 -0.50 2.81 6.44
Lifepath Fund iShares 1.33 Aug 21 -0.94 1.25 3.24
Edge Select Moderately Conservative Merrill Lynch 1.32 Aug 21 -1.14 1.08 2.77
Sheltered Sam 40/60 Bill Bernstein 1.32 Aug 21 -0.06 1.78 4.12
Stocks/Bonds 40/60 ESG 1.31 Aug 21 -0.86 1.62 3.06
Rob Arnott Portfolio Rob Arnott 1.30 Aug 21 0.19 -0.17 4.18
Stocks/Bonds 40/60 1.30 Aug 21 -0.95 1.33 3.08
Five Fold Scott Burns 1.28 Aug 21 -0.13 2.05 5.42
Nano Portfolio John Wasik 1.17 Aug 21 0.41 2.28 5.17
Larry Portfolio Larry Swedroe 1.12 Aug 21 -0.79 0.70 2.57
Stocks/Bonds 40/60 Momentum 1.12 Aug 21 -6.67 1.99 6.56
Eliminate Fat Tails Larry Swedroe 1.10 Aug 21 -1.54 1.15 4.37
Sheltered Sam 30/70 Bill Bernstein 1.07 Aug 21 -0.09 1.30 3.18
Talmud Portfolio Roger Gibson 0.96 Aug 21 0.33 2.45 6.42
Cape US Sector Value Robert Shiller 0.93 Aug 21 1.40 1.30 0.07
Dynamic 40/60 Income The Lazy Team 0.92 Aug 21 -0.31 0.67 1.88
Dimensional Retirement Income Fund DFA 0.88 Aug 20 -0.33 0.41 2.10
All Country World 20/80 0.88 Aug 21 -1.13 0.48 1.28
Stocks/Bonds 20/80 0.87 Aug 21 -1.11 0.31 1.17
Developed World ex-US 20/80 0.87 Aug 21 -1.08 0.78 1.32
Robo Advisor 20 Value Tilt Betterment 0.86 Aug 21 -0.41 0.94 2.03
LifeStrategy Income Fund Vanguard 0.85 Aug 21 -1.13 0.40 1.18
Edge Select Conservative Merrill Lynch 0.85 Aug 21 -0.67 0.94 2.09
Aggressive Global Income The Lazy Team 0.84 Aug 21 1.93 3.58 8.26
Sheltered Sam 20/80 Bill Bernstein 0.83 Aug 21 -0.12 0.80 2.24
Dynamic 60/40 Income The Lazy Team 0.79 Aug 21 0.53 1.41 4.00
Stocks/Bonds 20/80 Momentum 0.78 Aug 21 -4.16 0.66 2.92
One-Decision Portfolio Marvin Appel 0.72 Aug 21 0.16 2.24 5.49
Robo Advisor 10 Value Tilt Betterment 0.60 Aug 21 -0.17 0.59 1.26
Sheltered Sam 10/90 Bill Bernstein 0.59 Aug 21 -0.15 0.30 1.30
High Yield Bonds Income The Lazy Team 0.51 Aug 21 -1.43 -0.33 -0.12
Total Bond US 0.44 Aug 21 -1.28 -0.74 -0.75
US Inflation Protection 0.39 Aug 21 -0.68 -0.95 0.02
Sheltered Sam 0/100 Bill Bernstein 0.35 Aug 21 -0.18 -0.20 0.34
10-year Treasury 0.34 Aug 21 -1.39 -1.16 -1.22
Conservative Income Charles Schwab 0.34 Aug 21 -0.47 0.00 0.77
Robo Advisor 0 Betterment 0.34 Aug 21 0.11 0.25 0.50
Short Term Treasury 0.33 Aug 21 0.16 0.30 0.55
All Country World Bonds 0.32 Aug 21 -1.25 -0.32 -0.39
US Cash 0.21 Aug 21 0.34 0.93 1.78
Total Bond Developed World ex-US 0.05 Aug 21 -1.14 0.12 -0.29
Berkshire Hathaway Warren Buffett -2.87 Aug 21 2.37 7.68 6.10