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
EEM
Emerging Markets -6.31 0.68 9.01
QQQ
US Technology -6.57 3.15 10.89
DBC
Commodities 10.47 -5.31 20.55
VT
World All Countries -0.69 3.45 7.80
VTI
US Total Stock Market -0.49 4.26 8.77
SPY
US Large Cap Blend 0.03 4.22 8.53
CWB
US Convertible Bonds -5.46 1.16 9.82
EFA
EAFE Stocks 1.64 4.82 6.46
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
PFF
US Preferred Stocks 0.40 -1.80 -1.44
HYG
US High Yield Bonds -0.15 0.37 0.92
EMB
Emerg. Market Bonds -1.44 0.07 0.59
IJR
US Small Cap Blend -1.92 6.42 15.04
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
BND
US Total Bond Market -1.28 -0.74 -0.75
TIP
US TIPS -0.68 -0.95 0.02
BIL
US Cash 0.34 0.93 1.78
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.
Swipe left to see all data
 Monthly Return (%)
Return (%) as of Jul 26
Portfolio Author Aug 26▾ Time(ET) 1M 3M 6M
Ark Tech Portfolio Cathie Wood 18.93 Aug 27 -9.69 2.94 3.86
Gold 13.74 Aug 27 0.86 -12.30 -16.50
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 9.34 Aug 27 -1.74 -6.43 -9.06
Golden Butterfly 2x Leveraged Tyler 7.78 Aug 27 -2.52 -2.36 -1.60
All Weather Portfolio 2x Leveraged Ray Dalio 5.97 Aug 27 -1.87 -3.06 -0.36
Gold Pivot Ptf Aim Ways 5.85 Aug 27 -1.25 -3.47 -4.08
Desert Portfolio 2x Leveraged Gyroscopic Investing 5.50 Aug 27 -2.12 -2.48 -2.90
Emerging Markets Stocks 5.49 Aug 27 -6.31 0.68 9.01
Permanent Portfolio with Bitcoin Harry Browne 4.99 Aug 27 -0.89 -2.60 -2.73
Technology 4.81 Aug 27 -6.57 3.15 10.89
Permanent Portfolio Harry Browne 4.71 Aug 27 -0.97 -2.55 -2.73
Paul Boyer Portfolio Paul Boyer 4.69 Aug 27 -2.08 -2.75 -2.06
Shield Strategy Aim Ways 4.67 Aug 27 -1.53 -1.28 -0.40
Simplified Permanent Portfolio The Lazy Team 4.60 Aug 27 -0.63 -2.66 -2.91
Golden Butterfly with Bitcoin Tyler 4.38 Aug 27 -0.83 -0.96 0.25
Marc Faber Portfolio Marc Faber 4.28 Aug 27 0.18 -1.48 0.16
Stocks/Bonds 60/40 2x Leveraged 4.20 Aug 27 -1.60 2.86 6.29
US Stocks Minimum Volatility 4.14 Aug 27 1.52 3.80 3.84
Golden Butterfly Tyler 4.09 Aug 27 -0.90 -0.91 0.24
Developed World ex-US Stocks 3.96 Aug 27 -0.88 3.19 7.42
Golden Ratio Portfolio Frank Vasquez 3.93 Aug 27 -1.22 -0.68 1.14
Weird Portfolio Value Stock Geek 3.93 Aug 27 0.13 -0.69 1.41
US Stocks ESG 3.69 Aug 27 -0.17 5.19 9.06
All Country World Stocks 3.66 Aug 27 -0.69 3.45 7.80
Cockroach Portfolio Tony Dong 3.47 Aug 27 0.42 -1.27 -1.24
Dedalo Three Dedalo Invest 3.46 Aug 27 -0.55 4.02 8.47
Diavola Portfolio Davide Pisicchio 3.44 Aug 27 -2.10 3.55 8.41
All Weather Portfolio with Bitcoin Ray Dalio 3.43 Aug 27 -1.05 -1.44 1.07
US Stocks 3.37 Aug 27 -0.49 4.26 8.77
Stocks/Bonds 40/60 2x Leveraged 3.25 Aug 27 -2.17 0.86 2.65
Robo Advisor 90 Value Tilt Betterment 3.25 Aug 27 -1.15 3.43 8.27
Aim comfortable trip Aim Ways 3.24 Aug 27 -0.23 0.29 1.36
Aggressive Portfolio Lyn Alden 3.21 Aug 27 -0.64 2.54 6.26
Developed World ex-US 80/20 3.19 Aug 27 -0.93 2.62 5.94
In Saecula Saeculorum Fulvio Marchese 3.19 Aug 27 -0.74 0.31 1.67
Second Grader's Starter Paul Farrell 3.17 Aug 27 -0.75 3.36 7.37
Edge Select Aggressive Merrill Lynch 3.14 Aug 27 -1.27 3.06 7.22
Moderate Portfolio Lyn Alden 3.10 Aug 27 -0.94 2.08 5.40
Warren Buffett Portfolio Warren Buffett 3.10 Aug 27 -0.07 3.93 7.75
Robo Advisor 100 Value Tilt Betterment 3.08 Aug 27 -0.46 4.27 8.91
Odd-Stats Strategy Aim Ways 3.08 Aug 27 -1.59 0.20 1.95
Four Seasons Portfolio Davide Pisicchio 3.07 Aug 27 -0.74 0.27 1.93
All Weather Portfolio Ray Dalio 3.06 Aug 27 -1.01 -1.33 1.46
All Country World 80/20 3.04 Aug 27 -0.80 2.74 6.19
US Stocks Equal Weight 3.00 Aug 27 1.05 6.10 9.43
Developed World ex-US Stocks Momentum 2.99 Aug 27 -2.19 1.61 4.07
Robo Advisor 80 Value Tilt Betterment 2.96 Aug 27 -1.19 3.02 7.33
Perfect Portfolio Ben Stein 2.95 Aug 27 -0.44 2.74 7.63
Dedalo Eleven Dedalo Invest 2.93 Aug 27 -1.10 2.95 6.80
Desert Portfolio with Bitcoin Gyroscopic Investing 2.93 Aug 27 -0.31 -0.34 0.45
Gone Fishin' Portfolio Alexander Green 2.93 Aug 27 -1.59 1.71 5.48
Three Funds Bogleheads 2.91 Aug 27 -0.82 2.88 6.44
Four Funds Bogleheads 2.89 Aug 27 -0.77 2.86 6.51
LifeStrategy Growth Fund Vanguard 2.88 Aug 27 -0.82 2.90 6.43
Stocks/Bonds 80/20 2.85 Aug 27 -0.64 3.30 6.88
Stocks/Bonds 60/40 with Bitcoin 2.85 Aug 27 -0.69 2.00 4.56
Pinwheel Tyler 2.82 Aug 27 -0.18 1.36 4.46
PISI Portfolio Davide Pisicchio 2.80 Aug 27 -0.98 -0.65 0.04
Dedalo Four Dedalo Invest 2.79 Aug 27 -0.66 3.27 6.73
Margherita Portfolio Davide Pisicchio 2.77 Aug 27 -0.75 -0.22 0.99
Conservative Portfolio Lyn Alden 2.76 Aug 27 -0.13 1.63 4.40
Ulcer Free Strategy Aim Ways 2.75 Aug 27 -2.43 -1.24 0.09
Edge Select Moderately Aggressive Merrill Lynch 2.74 Aug 27 -1.22 2.40 5.74
Simple Path to Wealth JL Collins 2.73 Aug 27 -0.68 3.06 6.41
Family Taxable Portfolio Ted Aronson 2.71 Aug 27 -2.50 2.39 7.29
Capricciosa Portfolio Davide Pisicchio 2.69 Aug 27 -0.79 1.38 3.72
Sheltered Sam 100/0 Bill Bernstein 2.66 Aug 27 0.11 4.51 9.54
Gretchen Tai Portfolio Gretchen Tai 2.66 Aug 27 -1.35 2.25 6.09
Desert Portfolio Gyroscopic Investing 2.64 Aug 27 -0.39 -0.29 0.44
GAA Global Asset Allocation Mebane Faber 2.64 Aug 27 -0.78 -0.28 3.12
Mid-Twenties Burton Malkiel 2.62 Aug 27 -0.92 3.14 7.49
Ultimate Buy and Hold Strategy Paul Merriman 2.55 Aug 27 0.30 4.07 9.29
Core Four Rick Ferri 2.53 Aug 27 -0.53 2.92 6.71
Margaritaville Scott Burns 2.51 Aug 27 -0.75 2.13 5.42
Late Thirties to Early Forties Burton Malkiel 2.51 Aug 27 -0.84 3.11 7.30
Stocks/Bonds 60/40 ESG 2.50 Aug 27 -0.62 2.83 5.06
Sheltered Sam 90/10 Bill Bernstein 2.44 Aug 27 0.08 4.08 8.66
Pepperoni Portfolio Davide Pisicchio 2.44 Aug 27 -1.43 2.39 5.83
All Country World 60/40 2.42 Aug 27 -0.90 2.01 4.58
Developed World ex-US 60/40 2.42 Aug 27 -0.98 2.03 4.43
US Stocks Quality 2.41 Aug 27 -0.05 6.01 8.77
Stocks/Bonds 60/40 2.34 Aug 27 -0.79 2.33 4.99
Stocks/Bonds 40/60 with Bitcoin 2.33 Aug 27 -0.84 0.99 2.65
LifeStrategy Moderate Growth Vanguard 2.30 Aug 27 -0.92 2.09 4.70
Edge Select Moderate Merrill Lynch 2.24 Aug 27 -1.22 1.74 4.30
Jane Bryant Quinn Portfolio Jane Bryant Quinn 2.22 Aug 27 -0.42 2.52 5.99
Sheltered Sam 80/20 Bill Bernstein 2.22 Aug 27 0.06 3.63 7.76
US Stocks Value 2.22 Aug 27 1.94 4.08 7.56
Mid-Fifties Burton Malkiel 2.20 Aug 27 -0.69 2.96 6.92
Five Asset Roger Gibson 2.20 Aug 27 2.22 0.67 9.59
Ivy Portfolio Mebane Faber 2.14 Aug 27 2.63 0.13 10.69
Long Term Portfolio Ben Stein 2.09 Aug 27 -0.27 3.43 7.63
No Brainer Portfolio Bill Bernstein 2.06 Aug 27 -0.79 3.56 7.93
Andrew Tobias Portfolio Andrew Tobias 2.01 Aug 27 0.44 3.18 5.30
Sheltered Sam 70/30 Bill Bernstein 1.99 Aug 27 0.03 3.18 6.86
Couch Potato Scott Burns 1.96 Aug 27 -0.59 1.71 4.42
7Twelve Portfolio Craig Israelsen 1.96 Aug 27 1.75 0.45 9.60
JP Morgan Balanced Portfolio JP Morgan 1.95 Aug 27 0.09 2.21 6.71
Seven Value Scott Burns 1.92 Aug 27 1.92 2.48 8.27
Stocks/Bonds 40/60 ESG 1.91 Aug 27 -0.86 1.62 3.06
Four Square Scott Burns 1.90 Aug 27 -0.85 1.63 3.99
European Stocks 1.87 Aug 27 2.32 5.38 5.43
Robo Advisor 50 Value Tilt Betterment 1.85 Aug 27 -0.91 2.01 4.42
Simple and Cheap Time Money Inc 1.84 Aug 27 -0.58 2.07 4.99
Sandwich Portfolio Bob Clyatt 1.84 Aug 27 -0.56 1.84 4.75
Developed World ex-US 60/40 Momentum 1.84 Aug 27 -1.80 1.04 2.38
Global Market Portfolio Credit Suisse 1.83 Aug 27 -1.69 0.86 2.94
Stocks/Bonds 40/60 1.82 Aug 27 -0.95 1.33 3.08
Six Ways from Sunday Scott Burns 1.82 Aug 27 2.10 1.75 7.77
All Country World 40/60 1.81 Aug 27 -1.02 1.25 2.94
Sheltered Sam 60/40 Bill Bernstein 1.77 Aug 27 0.00 2.72 5.96
Yale Endowment David Swensen 1.77 Aug 27 -0.29 2.34 6.38
Edge Select Moderately Conservative Merrill Lynch 1.76 Aug 27 -1.14 1.08 2.77
Talmud Portfolio 2x Leveraged Roger Gibson 1.75 Aug 27 0.21 2.07 8.82
LifeStrategy Conservative Growth Vanguard 1.73 Aug 27 -1.02 1.26 2.95
Late Sixties and Beyond Burton Malkiel 1.73 Aug 27 -0.39 2.75 6.31
Lifepath Fund iShares 1.72 Aug 27 -0.94 1.25 3.24
Coward's Portfolio Bill Bernstein 1.71 Aug 27 -0.47 2.98 6.58
Ideal Index Frank Armstrong 1.71 Aug 27 -0.30 3.22 7.23
Lazy Portfolio David Swensen 1.71 Aug 27 -0.32 2.29 6.35
Tilt Toward Value Time Money Inc 1.69 Aug 27 -0.47 2.36 5.42
Ultimate Buy&Hold FundAdvice 1.69 Aug 27 0.10 2.37 5.58
Developed World ex-US 40/60 1.65 Aug 27 -1.03 1.42 2.89
Simple Money Portfolio Tim Maurer 1.59 Aug 27 0.83 2.97 5.60
US Stocks Momentum 1.55 Aug 27 -12.61 5.61 17.31
Sheltered Sam 50/50 Bill Bernstein 1.55 Aug 27 -0.03 2.25 5.04
Robust Alpha Architect 1.52 Aug 27 -2.35 2.57 11.73
Rob Arnott Portfolio Rob Arnott 1.45 Aug 27 0.19 -0.17 4.18
Stocks/Bonds 80/20 Momentum 1.40 Aug 27 -10.86 4.47 13.76
Big Rocks Portfolio Larry Swedroe 1.39 Aug 27 0.28 3.15 6.62
Coffeehouse Bill Schultheis 1.37 Aug 27 -0.50 2.81 6.44
Dynamic 40/60 Income The Lazy Team 1.33 Aug 27 -0.31 0.67 1.88
Sheltered Sam 40/60 Bill Bernstein 1.32 Aug 27 -0.06 1.78 4.12
Stocks/Bonds 20/80 1.30 Aug 27 -1.11 0.31 1.17
Five Fold Scott Burns 1.26 Aug 27 -0.13 2.05 5.42
Developed World ex-US 40/60 Momentum 1.26 Aug 27 -1.59 0.74 1.51
Stocks/Bonds 60/40 Momentum 1.24 Aug 27 -8.89 3.26 10.17
Eliminate Fat Tails Larry Swedroe 1.24 Aug 27 -1.54 1.15 4.37
Larry Portfolio Larry Swedroe 1.23 Aug 27 -0.79 0.70 2.57
All Country World 20/80 1.19 Aug 27 -1.13 0.48 1.28
LifeStrategy Income Fund Vanguard 1.15 Aug 27 -1.13 0.40 1.18
Nano Portfolio John Wasik 1.14 Aug 27 0.41 2.28 5.17
Sheltered Sam 30/70 Bill Bernstein 1.10 Aug 27 -0.09 1.30 3.18
High Yield Bonds Income The Lazy Team 1.09 Aug 27 -1.43 -0.33 -0.12
Stocks/Bonds 40/60 Momentum 1.09 Aug 27 -6.67 1.99 6.56
Edge Select Conservative Merrill Lynch 1.06 Aug 27 -0.67 0.94 2.09
Dimensional Retirement Income Fund DFA 1.03 Aug 26 -0.33 0.41 2.10
Robo Advisor 20 Value Tilt Betterment 0.97 Aug 27 -0.41 0.94 2.03
Talmud Portfolio Roger Gibson 0.95 Aug 27 0.33 2.45 6.42
Stocks/Bonds 20/80 Momentum 0.93 Aug 27 -4.16 0.66 2.92
Cape US Sector Value Robert Shiller 0.93 Aug 27 1.40 1.30 0.07
Dynamic 60/40 Income The Lazy Team 0.88 Aug 27 0.53 1.41 4.00
Sheltered Sam 20/80 Bill Bernstein 0.88 Aug 27 -0.12 0.80 2.24
Developed World ex-US 20/80 0.88 Aug 27 -1.08 0.78 1.32
One-Decision Portfolio Marvin Appel 0.79 Aug 27 0.16 2.24 5.49
Total Bond US 0.78 Aug 27 -1.28 -0.74 -0.75
Aggressive Global Income The Lazy Team 0.75 Aug 27 1.93 3.58 8.26
Robo Advisor 10 Value Tilt Betterment 0.67 Aug 27 -0.17 0.59 1.26
Sheltered Sam 10/90 Bill Bernstein 0.66 Aug 27 -0.15 0.30 1.30
10-year Treasury 0.65 Aug 27 -1.39 -1.16 -1.22
All Country World Bonds 0.57 Aug 27 -1.25 -0.32 -0.39
US Inflation Protection 0.56 Aug 27 -0.68 -0.95 0.02
Conservative Income Charles Schwab 0.48 Aug 27 -0.47 0.00 0.77
Sheltered Sam 0/100 Bill Bernstein 0.43 Aug 27 -0.18 -0.20 0.34
Robo Advisor 0 Betterment 0.37 Aug 27 0.11 0.25 0.50
Short Term Treasury 0.35 Aug 27 0.16 0.30 0.55
US Cash 0.24 Aug 27 0.34 0.93 1.78
Total Bond Developed World ex-US 0.10 Aug 27 -1.14 0.12 -0.29
Berkshire Hathaway Warren Buffett -1.39 Aug 27 2.37 7.68 6.10