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
BIL
US Cash 0.34 0.93 1.78
QQQ
US Technology -6.57 3.15 10.89
EEM
Emerging Markets -6.31 0.68 9.01
VT
World All Countries -0.69 3.45 7.80
IJH
US Mid Cap Blend -2.39 3.69 10.14
BND
US Total Bond Market -1.28 -0.74 -0.75
SPY
US Large Cap Blend 0.03 4.22 8.53
EFA
EAFE Stocks 1.64 4.82 6.46
VTI
US Total Stock Market -0.49 4.26 8.77
IJR
US Small Cap Blend -1.92 6.42 15.04
BNDX
International Bonds -1.14 0.12 -0.29
TIP
US TIPS -0.68 -0.95 0.02
EMB
Emerg. Market Bonds -1.44 0.07 0.59
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
CWB
US Convertible Bonds -5.46 1.16 9.82
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
GLD
Gold 0.86 -12.30 -16.50
PFF
US Preferred Stocks 0.40 -1.80 -1.44
DBC
Commodities 10.47 -5.31 20.55
VNQ
US REITs 2.61 3.63 11.11
HYG
US High Yield Bonds -0.15 0.37 0.92
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
Golden Butterfly with Bitcoin Tyler 0.00 Aug 01, 08:00PM
partial data		 -0.83 -0.96 0.25
Desert Portfolio with Bitcoin Gyroscopic Investing 0.00 Aug 01, 08:00PM
partial data		 -0.31 -0.34 0.45
Stocks/Bonds 40/60 with Bitcoin 0.00 Aug 01, 08:00PM
partial data		 -0.84 0.99 2.65
All Weather Portfolio with Bitcoin Ray Dalio 0.00 Aug 01, 08:00PM
partial data		 -1.05 -1.44 1.07
Stocks/Bonds 60/40 with Bitcoin 0.00 Aug 01, 08:00PM
partial data		 -0.69 2.00 4.56
Permanent Portfolio with Bitcoin Harry Browne 0.00 Aug 01, 08:00PM
partial data		 -0.89 -2.60 -2.73
Permanent Portfolio Harry Browne - not available -0.97 -2.55 -2.73
No Brainer Portfolio Bill Bernstein - not available -0.79 3.56 7.93
Yale Endowment David Swensen - not available -0.29 2.34 6.38
Lifepath Fund iShares - not available -0.94 1.25 3.24
Robo Advisor 90 Value Tilt Betterment - not available -1.15 3.43 8.27
Ultimate Buy and Hold Strategy Paul Merriman - not available 0.30 4.07 9.29
Desert Portfolio Gyroscopic Investing - not available -0.39 -0.29 0.44
Late Sixties and Beyond Burton Malkiel - not available -0.39 2.75 6.31
Aggressive Global Income The Lazy Team - not available 1.93 3.58 8.26
Developed World ex-US 20/80 - not available -1.08 0.78 1.32
All Country World 20/80 - not available -1.13 0.48 1.28
US Inflation Protection - not available -0.68 -0.95 0.02
LifeStrategy Growth Fund Vanguard - not available -0.82 2.90 6.43
Sheltered Sam 90/10 Bill Bernstein - not available 0.08 4.08 8.66
Sheltered Sam 10/90 Bill Bernstein - not available -0.15 0.30 1.30
Simple and Cheap Time Money Inc - not available -0.58 2.07 4.99
Dedalo Three Dedalo Invest - not available -0.55 4.02 8.47
US Cash - not available 0.34 0.93 1.78
Margherita Portfolio Davide Pisicchio - not available -0.75 -0.22 0.99
Aggressive Portfolio Lyn Alden - not available -0.64 2.54 6.26
Ivy Portfolio Mebane Faber - not available 2.63 0.13 10.69
Core Four Rick Ferri - not available -0.53 2.92 6.71
Robust Alpha Architect - not available -2.35 2.57 11.73
Edge Select Moderately Conservative Merrill Lynch - not available -1.14 1.08 2.77
European Stocks - not available 2.32 5.38 5.43
Sandwich Portfolio Bob Clyatt - not available -0.56 1.84 4.75
Robo Advisor 10 Value Tilt Betterment - not available -0.17 0.59 1.26
Mid-Twenties Burton Malkiel - not available -0.92 3.14 7.49
Stocks/Bonds 80/20 - not available -0.64 3.30 6.88
GAA Global Asset Allocation Mebane Faber - not available -0.78 -0.28 3.12
Stocks/Bonds 60/40 Momentum - not available -8.89 3.26 10.17
Simplified Permanent Portfolio 2x Leveraged The Lazy Team - not available -1.74 -6.43 -9.06
Jane Bryant Quinn Portfolio Jane Bryant Quinn - not available -0.42 2.52 5.99
Perfect Portfolio Ben Stein - not available -0.44 2.74 7.63
Sheltered Sam 60/40 Bill Bernstein - not available 0.00 2.72 5.96
Long Term Portfolio Ben Stein - not available -0.27 3.43 7.63
Stocks/Bonds 80/20 Momentum - not available -10.86 4.47 13.76
Weird Portfolio Value Stock Geek - not available 0.13 -0.69 1.41
PISI Portfolio Davide Pisicchio - not available -0.98 -0.65 0.04
Cockroach Portfolio Tony Dong - not available 0.42 -1.27 -1.24
JP Morgan Balanced Portfolio JP Morgan - not available 0.09 2.21 6.71
US Stocks - not available -0.49 4.26 8.77
Emerging Markets Stocks - not available -6.31 0.68 9.01
Four Funds Bogleheads - not available -0.77 2.86 6.51
Ideal Index Frank Armstrong - not available -0.30 3.22 7.23
Edge Select Aggressive Merrill Lynch - not available -1.27 3.06 7.22
Margaritaville Scott Burns - not available -0.75 2.13 5.42
Simple Money Portfolio Tim Maurer - not available 0.83 2.97 5.60
Robo Advisor 100 Value Tilt Betterment - not available -0.46 4.27 8.91
Dynamic 40/60 Income The Lazy Team - not available -0.31 0.67 1.88
Developed World ex-US 60/40 - not available -0.98 2.03 4.43
All Country World 60/40 - not available -0.90 2.01 4.58
Stocks/Bonds 60/40 ESG - not available -0.62 2.83 5.06
Developed World ex-US 60/40 Momentum - not available -1.80 1.04 2.38
Talmud Portfolio 2x Leveraged Roger Gibson - not available 0.21 2.07 8.82
LifeStrategy Conservative Growth Vanguard - not available -1.02 1.26 2.95
Nano Portfolio John Wasik - not available 0.41 2.28 5.17
Sheltered Sam 30/70 Bill Bernstein - not available -0.09 1.30 3.18
Seven Value Scott Burns - not available 1.92 2.48 8.27
US Stocks Value - not available 1.94 4.08 7.56
In Saecula Saeculorum Fulvio Marchese - not available -0.74 0.31 1.67
Capricciosa Portfolio Davide Pisicchio - not available -0.79 1.38 3.72
Gold - not available 0.86 -12.30 -16.50
Stocks/Bonds 60/40 - not available -0.79 2.33 4.99
Warren Buffett Portfolio Warren Buffett - not available -0.07 3.93 7.75
Simple Path to Wealth JL Collins - not available -0.68 3.06 6.41
Robo Advisor 80 Value Tilt Betterment - not available -1.19 3.02 7.33
Second Grader's Starter Paul Farrell - not available -0.75 3.36 7.37
Family Taxable Portfolio Ted Aronson - not available -2.50 2.39 7.29
Late Thirties to Early Forties Burton Malkiel - not available -0.84 3.11 7.30
High Yield Bonds Income The Lazy Team - not available -1.43 -0.33 -0.12
Total Bond US - not available -1.28 -0.74 -0.75
All Country World Bonds - not available -1.25 -0.32 -0.39
US Stocks ESG - not available -0.17 5.19 9.06
All Weather Portfolio 2x Leveraged Ray Dalio - not available -1.87 -3.06 -0.36
Desert Portfolio 2x Leveraged Gyroscopic Investing - not available -2.12 -2.48 -2.90
Ark Tech Portfolio Cathie Wood - not available -9.69 2.94 3.86
Sheltered Sam 80/20 Bill Bernstein - not available 0.06 3.63 7.76
Sheltered Sam 0/100 Bill Bernstein - not available -0.18 -0.20 0.34
Tilt Toward Value Time Money Inc - not available -0.47 2.36 5.42
Dedalo Four Dedalo Invest - not available -0.66 3.27 6.73
Ulcer Free Strategy Aim Ways - not available -2.43 -1.24 0.09
Berkshire Hathaway Warren Buffett - not available 2.37 7.68 6.10
Moderate Portfolio Lyn Alden - not available -0.94 2.08 5.40
Couch Potato Scott Burns - not available -0.59 1.71 4.42
Coffeehouse Bill Schultheis - not available -0.50 2.81 6.44
Edge Select Moderate Merrill Lynch - not available -1.22 1.74 4.30
Larry Portfolio Larry Swedroe - not available -0.79 0.70 2.57
7Twelve Portfolio Craig Israelsen - not available 1.75 0.45 9.60
Robo Advisor 20 Value Tilt Betterment - not available -0.41 0.94 2.03
Andrew Tobias Portfolio Andrew Tobias - not available 0.44 3.18 5.30
Stocks/Bonds 20/80 - not available -1.11 0.31 1.17
All Country World Stocks - not available -0.69 3.45 7.80
Stocks/Bonds 40/60 Momentum - not available -6.67 1.99 6.56
Stocks/Bonds 60/40 2x Leveraged - not available -1.60 2.86 6.29
Marc Faber Portfolio Marc Faber - not available 0.18 -1.48 0.16
Global Market Portfolio Credit Suisse - not available -1.69 0.86 2.94
Sheltered Sam 50/50 Bill Bernstein - not available -0.03 2.25 5.04
Four Square Scott Burns - not available -0.85 1.63 3.99
Stocks/Bonds 20/80 Momentum - not available -4.16 0.66 2.92
Gold Pivot Ptf Aim Ways - not available -1.25 -3.47 -4.08
Diavola Portfolio Davide Pisicchio - not available -2.10 3.55 8.41
All Weather Portfolio Ray Dalio - not available -1.01 -1.33 1.46
Short Term Treasury - not available 0.16 0.30 0.55
Lazy Portfolio David Swensen - not available -0.32 2.29 6.35
Five Asset Roger Gibson - not available 2.22 0.67 9.59
Rob Arnott Portfolio Rob Arnott - not available 0.19 -0.17 4.18
Pinwheel Tyler - not available -0.18 1.36 4.46
Robo Advisor 0 Betterment - not available 0.11 0.25 0.50
Big Rocks Portfolio Larry Swedroe - not available 0.28 3.15 6.62
Dynamic 60/40 Income The Lazy Team - not available 0.53 1.41 4.00
Developed World ex-US 40/60 - not available -1.03 1.42 2.89
All Country World 40/60 - not available -1.02 1.25 2.94
Stocks/Bonds 40/60 ESG - not available -0.86 1.62 3.06
Developed World ex-US 40/60 Momentum - not available -1.59 0.74 1.51
Golden Butterfly 2x Leveraged Tyler - not available -2.52 -2.36 -1.60
LifeStrategy Moderate Growth Vanguard - not available -0.92 2.09 4.70
Sheltered Sam 100/0 Bill Bernstein - not available 0.11 4.51 9.54
Sheltered Sam 20/80 Bill Bernstein - not available -0.12 0.80 2.24
Eliminate Fat Tails Larry Swedroe - not available -1.54 1.15 4.37
Aim comfortable trip Aim Ways - not available -0.23 0.29 1.36
Four Seasons Portfolio Davide Pisicchio - not available -0.74 0.27 1.93
10-year Treasury - not available -1.39 -1.16 -1.22
Stocks/Bonds 40/60 - not available -0.95 1.33 3.08
Developed World ex-US Stocks - not available -0.88 3.19 7.42
Edge Select Conservative Merrill Lynch - not available -0.67 0.94 2.09
Golden Butterfly Tyler - not available -0.90 -0.91 0.24
Talmud Portfolio Roger Gibson - not available 0.33 2.45 6.42
Technology - not available -6.57 3.15 10.89
Mid-Fifties Burton Malkiel - not available -0.69 2.96 6.92
Paul Boyer Portfolio Paul Boyer - not available -2.08 -2.75 -2.06
Total Bond Developed World ex-US - not available -1.14 0.12 -0.29
US Stocks Momentum - not available -12.61 5.61 17.31
Simplified Permanent Portfolio The Lazy Team - not available -0.63 -2.66 -2.91
Cape US Sector Value Robert Shiller - not available 1.40 1.30 0.07
US Stocks Equal Weight - not available 1.05 6.10 9.43
Sheltered Sam 70/30 Bill Bernstein - not available 0.03 3.18 6.86
Six Ways from Sunday Scott Burns - not available 2.10 1.75 7.77
Gretchen Tai Portfolio Gretchen Tai - not available -1.35 2.25 6.09
Dedalo Eleven Dedalo Invest - not available -1.10 2.95 6.80
US Stocks Quality - not available -0.05 6.01 8.77
Odd-Stats Strategy Aim Ways - not available -1.59 0.20 1.95
Golden Ratio Portfolio Frank Vasquez - not available -1.22 -0.68 1.14
Conservative Portfolio Lyn Alden - not available -0.13 1.63 4.40
Ultimate Buy&Hold FundAdvice - not available 0.10 2.37 5.58
Three Funds Bogleheads - not available -0.82 2.88 6.44
Dimensional Retirement Income Fund DFA - not available -0.33 0.41 2.10
Edge Select Moderately Aggressive Merrill Lynch - not available -1.22 2.40 5.74
Coward's Portfolio Bill Bernstein - not available -0.47 2.98 6.58
Conservative Income Charles Schwab - not available -0.47 0.00 0.77
Robo Advisor 50 Value Tilt Betterment - not available -0.91 2.01 4.42
Gone Fishin' Portfolio Alexander Green - not available -1.59 1.71 5.48
Developed World ex-US 80/20 - not available -0.93 2.62 5.94
All Country World 80/20 - not available -0.80 2.74 6.19
Developed World ex-US Stocks Momentum - not available -2.19 1.61 4.07
Stocks/Bonds 40/60 2x Leveraged - not available -2.17 0.86 2.65
LifeStrategy Income Fund Vanguard - not available -1.13 0.40 1.18
One-Decision Portfolio Marvin Appel - not available 0.16 2.24 5.49
Sheltered Sam 40/60 Bill Bernstein - not available -0.06 1.78 4.12
Five Fold Scott Burns - not available -0.13 2.05 5.42
US Stocks Minimum Volatility - not available 1.52 3.80 3.84
Shield Strategy Aim Ways - not available -1.53 -1.28 -0.40
Pepperoni Portfolio Davide Pisicchio - not available -1.43 2.39 5.83