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
QQQ
US Technology 4.18 -2.81 18.30
EEM
Emerging Markets 4.57 -1.80 7.65
SPY
US Large Cap Blend 2.68 1.66 12.41
VTI
US Total Stock Market 2.70 1.80 12.30
CWB
US Convertible Bonds 0.54 -5.05 9.17
BIL
US Cash 0.28 0.89 1.79
VT
World All Countries 3.01 1.90 9.25
BNDX
International Bonds -0.21 -0.91 -2.00
PFF
US Preferred Stocks 0.37 -2.22 -0.75
EFA
EAFE Stocks 1.77 4.15 3.58
HYG
US High Yield Bonds 0.90 0.84 1.84
BND
US Total Bond Market 0.36 -0.65 -1.96
TIP
US TIPS -0.02 -1.16 -1.26
EMB
Emerg. Market Bonds 0.56 -0.46 -0.47
LQD
US Invest. Grade Bonds 0.40 -1.75 -2.68
GLD
Gold 9.93 -2.09 -15.57
TLT
US Long Term Treasuries 0.73 -2.65 -7.06
IJR
US Small Cap Blend -0.65 4.54 11.94
VNQ
US REITs -2.54 1.66 2.76
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
US Stocks Momentum 6.37 Sep 25 0.26 -4.79 18.98
Ark Tech Portfolio Cathie Wood 6.28 Sep 25 16.42 7.30 25.10
Stocks/Bonds 80/20 Momentum 4.70 Sep 25 0.28 -4.10 14.76
Technology 3.94 Sep 25 4.18 -2.81 18.30
Stocks/Bonds 60/40 Momentum 3.03 Sep 25 0.30 -3.35 10.56
Stocks/Bonds 40/60 Momentum 1.35 Sep 25 0.32 -2.54 6.37
Emerging Markets Stocks 1.34 Sep 25 4.57 -1.80 7.65
Diavola Portfolio Davide Pisicchio 1.10 Sep 25 2.85 0.40 12.42
Robust Alpha Architect 0.92 Sep 25 1.14 0.92 10.91
US Stocks ESG 0.87 Sep 25 3.11 1.77 14.89
Warren Buffett Portfolio Warren Buffett 0.74 Sep 25 2.61 1.66 11.52
US Stocks Quality 0.56 Sep 25 1.50 3.49 9.10
US Stocks 0.40 Sep 25 2.70 1.80 12.30
US Cash 0.26 Sep 25 0.28 0.89 1.79
Dedalo Three Dedalo Invest 0.25 Sep 25 2.79 1.83 11.36
Developed World ex-US Stocks Momentum 0.13 Sep 25 2.11 1.90 2.19
Berkshire Hathaway Warren Buffett 0.11 Sep 25 -1.30 6.44 -0.05
Pepperoni Portfolio Davide Pisicchio 0.02 Sep 25 1.89 0.23 7.80
Dedalo Four Dedalo Invest -0.02 Sep 25 2.24 1.33 8.66
Edge Select Aggressive Merrill Lynch -0.08 Sep 25 2.50 1.30 8.22
Stocks/Bonds 80/20 -0.08 Sep 25 2.27 1.35 9.43
Dedalo Eleven Dedalo Invest -0.09 Sep 25 2.35 1.03 7.66
Perfect Portfolio Ben Stein -0.11 Sep 25 2.62 1.76 7.86
All Country World Stocks -0.11 Sep 25 3.01 1.90 9.25
Simple Path to Wealth JL Collins -0.20 Sep 25 2.16 1.23 8.71
Second Grader's Starter Paul Farrell -0.21 Sep 25 2.55 1.63 8.51
Stocks/Bonds 20/80 Momentum -0.32 Sep 25 0.34 -1.64 2.20
Stocks/Bonds 60/40 ESG -0.33 Sep 25 2.08 0.82 7.93
Developed World ex-US 60/40 Momentum -0.34 Sep 25 1.23 0.84 0.59
Stocks/Bonds 60/40 with Bitcoin -0.37 Sep 25 2.14 0.98 6.76
Edge Select Moderately Aggressive Merrill Lynch -0.41 Sep 25 2.19 0.93 6.55
LifeStrategy Growth Fund Vanguard -0.42 Sep 25 2.31 1.39 6.97
Ivy Portfolio Mebane Faber -0.43 Sep 25 2.15 2.63 10.06
All Country World 80/20 -0.43 Sep 25 2.49 1.42 7.09
Three Funds Bogleheads -0.45 Sep 25 2.34 1.40 7.12
7Twelve Portfolio Craig Israelsen -0.46 Sep 25 1.91 2.58 9.05
Four Funds Bogleheads -0.47 Sep 25 2.30 1.35 7.19
Short Term Treasury -0.55 Sep 25 0.17 0.39 0.19
Stocks/Bonds 60/40 -0.56 Sep 25 1.82 0.88 6.57
Developed World ex-US 40/60 Momentum -0.58 Sep 25 0.77 0.28 -0.25
Five Asset Roger Gibson -0.59 Sep 25 2.08 2.37 8.70
Aggressive Portfolio Lyn Alden -0.62 Sep 25 2.34 1.36 5.66
Robo Advisor 0 Betterment -0.64 Sep 25 0.19 0.36 0.10
Andrew Tobias Portfolio Andrew Tobias -0.65 Sep 25 1.59 2.16 5.31
Capricciosa Portfolio Davide Pisicchio -0.68 Sep 25 1.93 0.36 4.87
Moderate Portfolio Lyn Alden -0.74 Sep 25 2.26 1.04 4.89
LifeStrategy Moderate Growth Vanguard -0.74 Sep 25 1.81 0.90 4.78
All Country World 60/40 -0.76 Sep 25 1.95 0.92 4.92
Mid-Twenties Burton Malkiel -0.76 Sep 25 1.97 1.35 6.94
Robo Advisor 90 Value Tilt Betterment -0.77 Sep 25 2.59 2.00 7.74
Robo Advisor 10 Value Tilt Betterment -0.80 Sep 25 0.44 0.45 0.74
Core Four Rick Ferri -0.81 Sep 25 1.89 1.38 6.81
Robo Advisor 100 Value Tilt Betterment -0.83 Sep 25 2.41 2.82 8.46
Stocks/Bonds 40/60 with Bitcoin -0.85 Sep 25 1.68 0.49 3.89
Edge Select Moderate Merrill Lynch -0.87 Sep 25 1.74 0.59 4.66
Margaritaville Scott Burns -0.87 Sep 25 1.93 0.95 5.33
Late Thirties to Early Forties Burton Malkiel -0.87 Sep 25 1.87 1.37 6.69
Robo Advisor 80 Value Tilt Betterment -0.88 Sep 25 2.35 1.69 6.69
Couch Potato Scott Burns -0.90 Sep 25 1.40 0.39 5.49
Shield Strategy Aim Ways -0.92 Sep 25 3.43 -0.71 0.98
Four Square Scott Burns -0.92 Sep 25 1.42 0.50 3.48
Stocks/Bonds 40/60 ESG -0.93 Sep 25 1.53 0.32 4.52
Long Term Portfolio Ben Stein -0.96 Sep 25 1.49 2.00 6.95
Robo Advisor 20 Value Tilt Betterment -0.97 Sep 25 0.68 0.56 1.37
Four Seasons Portfolio Davide Pisicchio -1.01 Sep 25 2.12 0.02 2.64
JP Morgan Balanced Portfolio JP Morgan -1.03 Sep 25 1.50 1.81 6.36
Stocks/Bonds 40/60 -1.04 Sep 25 1.36 0.39 3.71
Total Bond Developed World ex-US -1.05 Sep 25 -0.21 -0.91 -2.00
Eliminate Fat Tails Larry Swedroe -1.06 Sep 25 0.73 0.33 3.29
LifeStrategy Conservative Growth Vanguard -1.07 Sep 25 1.30 0.38 2.55
Desert Portfolio with Bitcoin Gyroscopic Investing -1.08 Sep 25 2.00 0.29 1.23
All Country World 40/60 -1.08 Sep 25 1.39 0.40 2.72
Dimensional Retirement Income Fund DFA -1.09 Sep 24 0.59 0.04 1.66
Ulcer Free Strategy Aim Ways -1.09 Sep 25 1.65 -2.03 -0.50
Developed World ex-US 20/80 -1.09 Sep 25 0.56 -0.23 -0.59
No Brainer Portfolio Bill Bernstein -1.10 Sep 25 1.30 2.24 7.44
Gretchen Tai Portfolio Gretchen Tai -1.11 Sep 25 2.02 0.89 5.17
Coward's Portfolio Bill Bernstein -1.13 Sep 25 1.24 2.03 5.82
Developed World ex-US 40/60 -1.13 Sep 25 1.28 0.41 0.77
Edge Select Conservative Merrill Lynch -1.15 Sep 25 0.77 0.50 1.54
Edge Select Moderately Conservative Merrill Lynch -1.16 Sep 25 1.33 0.22 2.78
Developed World ex-US 60/40 -1.17 Sep 25 1.97 1.01 2.07
In Saecula Saeculorum Fulvio Marchese -1.17 Sep 25 2.29 0.24 2.50
Mid-Fifties Burton Malkiel -1.18 Sep 25 1.57 1.31 5.96
Family Taxable Portfolio Ted Aronson -1.20 Sep 25 2.01 0.83 5.98
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.21 Sep 25 1.58 1.13 5.53
Developed World ex-US 80/20 -1.21 Sep 25 2.63 1.59 3.33
Sheltered Sam 0/100 Bill Bernstein -1.21 Sep 25 0.09 -0.23 -0.39
Odd-Stats Strategy Aim Ways -1.22 Sep 25 2.14 -0.34 1.83
Margherita Portfolio Davide Pisicchio -1.23 Sep 25 1.85 -0.21 1.25
Sandwich Portfolio Bob Clyatt -1.25 Sep 25 1.27 0.91 3.96
Simple and Cheap Time Money Inc -1.25 Sep 25 1.26 0.88 4.13
Developed World ex-US Stocks -1.25 Sep 25 3.26 2.14 4.54
Dynamic 40/60 Income The Lazy Team -1.25 Sep 25 0.97 0.09 2.61
Robo Advisor 50 Value Tilt Betterment -1.27 Sep 25 1.38 1.04 3.51
Sheltered Sam 10/90 Bill Bernstein -1.27 Sep 25 0.29 0.18 0.50
GAA Global Asset Allocation Mebane Faber -1.28 Sep 25 2.09 0.17 2.33
Aim comfortable trip Aim Ways -1.30 Sep 25 2.24 0.90 0.81
Lifepath Fund iShares -1.31 Sep 25 1.22 0.51 2.90
Desert Portfolio Gyroscopic Investing -1.32 Sep 25 1.82 0.14 0.60
Sheltered Sam 20/80 Bill Bernstein -1.33 Sep 25 0.48 0.59 1.38
Gold Pivot Ptf Aim Ways -1.34 Sep 25 4.18 -1.07 -3.40
Golden Ratio Portfolio Frank Vasquez -1.35 Sep 25 2.64 0.07 0.86
Rob Arnott Portfolio Rob Arnott -1.38 Sep 25 1.21 0.47 2.93
Sheltered Sam 30/70 Bill Bernstein -1.39 Sep 25 0.67 0.98 2.24
LifeStrategy Income Fund Vanguard -1.39 Sep 25 0.76 -0.16 0.30
Conservative Portfolio Lyn Alden -1.39 Sep 25 1.88 1.19 3.36
Permanent Portfolio with Bitcoin Harry Browne -1.40 Sep 25 3.48 -0.31 -2.26
All Country World 20/80 -1.40 Sep 25 0.80 -0.14 0.50
All Weather Portfolio with Bitcoin Ray Dalio -1.40 Sep 25 2.62 -0.02 1.25
Sheltered Sam 40/60 Bill Bernstein -1.44 Sep 25 0.85 1.37 3.10
Late Sixties and Beyond Burton Malkiel -1.47 Sep 25 1.13 1.29 5.02
Global Market Portfolio Credit Suisse -1.48 Sep 25 1.30 -0.25 1.75
Big Rocks Portfolio Larry Swedroe -1.48 Sep 25 0.88 2.51 5.33
Sheltered Sam 50/50 Bill Bernstein -1.50 Sep 25 1.03 1.75 3.94
Stocks/Bonds 20/80 -1.52 Sep 25 0.87 -0.12 0.87
Tilt Toward Value Time Money Inc -1.52 Sep 25 1.11 1.29 4.38
Lazy Portfolio David Swensen -1.54 Sep 25 1.00 0.87 4.84
Ideal Index Frank Armstrong -1.56 Sep 25 1.08 2.37 5.37
Sheltered Sam 60/40 Bill Bernstein -1.56 Sep 25 1.20 2.12 4.77
All Weather Portfolio Ray Dalio -1.57 Sep 25 2.42 -0.07 1.07
Conservative Income Charles Schwab -1.57 Sep 25 0.12 -0.14 -0.40
Gone Fishin' Portfolio Alexander Green -1.58 Sep 25 1.99 0.85 4.13
Yale Endowment David Swensen -1.60 Sep 25 1.05 0.90 4.79
Sheltered Sam 70/30 Bill Bernstein -1.61 Sep 25 1.36 2.48 5.59
US Stocks Value -1.62 Sep 25 1.91 4.12 7.21
Permanent Portfolio Harry Browne -1.64 Sep 25 3.30 -0.46 -2.84
Sheltered Sam 80/20 Bill Bernstein -1.67 Sep 25 1.53 2.84 6.40
One-Decision Portfolio Marvin Appel -1.68 Sep 25 0.22 1.15 4.24
Ultimate Buy&Hold FundAdvice -1.71 Sep 25 1.20 1.93 3.87
Stocks/Bonds 60/40 2x Leveraged -1.72 Sep 25 3.23 -0.13 9.22
All Country World Bonds -1.73 Sep 25 0.19 -0.71 -1.75
Sheltered Sam 90/10 Bill Bernstein -1.73 Sep 25 1.69 3.19 7.20
Five Fold Scott Burns -1.74 Sep 25 0.58 0.74 3.33
Dynamic 60/40 Income The Lazy Team -1.77 Sep 25 0.29 0.53 3.26
Sheltered Sam 100/0 Bill Bernstein -1.79 Sep 25 1.84 3.53 7.99
Simple Money Portfolio Tim Maurer -1.82 Sep 25 1.11 2.60 3.97
Pinwheel Tyler -1.83 Sep 25 1.72 1.29 2.82
Ultimate Buy and Hold Strategy Paul Merriman -1.86 Sep 25 1.80 3.10 7.02
Seven Value Scott Burns -1.86 Sep 25 1.99 3.82 6.33
Six Ways from Sunday Scott Burns -1.86 Sep 25 1.95 3.35 5.77
PISI Portfolio Davide Pisicchio -1.89 Sep 25 1.89 -0.29 -0.22
Larry Portfolio Larry Swedroe -1.90 Sep 25 0.80 0.64 1.29
Total Bond US -2.00 Sep 25 0.36 -0.65 -1.96
Golden Butterfly with Bitcoin Tyler -2.04 Sep 25 2.81 0.76 0.43
Nano Portfolio John Wasik -2.12 Sep 25 0.45 1.22 3.07
Simplified Permanent Portfolio The Lazy Team -2.18 Sep 25 3.12 -0.54 -3.21
Talmud Portfolio Roger Gibson -2.19 Sep 25 0.14 0.98 4.31
US Inflation Protection -2.20 Sep 25 -0.02 -1.16 -1.26
Paul Boyer Portfolio Paul Boyer -2.26 Sep 25 3.04 -0.69 -3.51
Coffeehouse Bill Schultheis -2.27 Sep 25 0.67 2.02 4.69
Golden Butterfly Tyler -2.28 Sep 25 2.64 0.61 -0.17
High Yield Bonds Income The Lazy Team -2.43 Sep 25 0.81 -0.42 -0.18
Marc Faber Portfolio Marc Faber -2.57 Sep 25 2.49 0.10 -1.90
10-year Treasury -2.78 Sep 25 0.12 -1.03 -3.49
Aggressive Global Income The Lazy Team -2.80 Sep 25 0.33 3.41 4.53
US Stocks Minimum Volatility -2.86 Sep 25 3.67 5.42 4.55
Cockroach Portfolio Tony Dong -2.98 Sep 25 1.85 1.92 -5.69
Stocks/Bonds 40/60 2x Leveraged -3.08 Sep 25 2.28 -1.00 3.14
European Stocks -3.10 Sep 25 1.18 4.38 3.52
US Stocks Equal Weight -3.43 Sep 25 2.04 5.46 7.91
Gold -3.56 Sep 25 9.93 -2.09 -15.57
Weird Portfolio Value Stock Geek -3.58 Sep 25 2.15 0.86 -1.37
Desert Portfolio 2x Leveraged Gyroscopic Investing -3.93 Sep 25 3.37 -1.86 -3.47
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -4.54 Sep 25 5.62 -2.70 -9.76
All Weather Portfolio 2x Leveraged Ray Dalio -4.63 Sep 25 4.98 0.16 -1.92
Talmud Portfolio 2x Leveraged Roger Gibson -4.99 Sep 25 0.08 -0.22 4.04
Golden Butterfly 2x Leveraged Tyler -5.14 Sep 25 3.59 -0.37 -3.76
Cape US Sector Value Robert Shiller -5.25 Sep 25 0.49 2.81 -0.48