Last Update - 31 October 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 Oct 26
Ticker Asset Class 1M 3M 6M
GLD
Gold -6.58 -4.24 -16.02
VNQ
US REITs 4.81 -4.24 -0.77
EFA
EAFE Stocks -0.50 -2.09 2.62
IJR
US Small Cap Blend 3.12 -3.21 3.01
VT
World All Countries -1.60 -0.08 3.37
SPY
US Large Cap Blend -0.91 1.41 5.69
VTI
US Total Stock Market -0.71 1.17 5.48
EEM
Emerging Markets -8.61 -4.76 -4.11
QQQ
US Technology -6.66 0.47 3.63
PFF
US Preferred Stocks -2.97 -5.16 -6.87
BNDX
International Bonds 1.36 -0.05 0.07
EMB
Emerg. Market Bonds 1.83 -1.42 -1.35
LQD
US Invest. Grade Bonds 2.49 -0.60 -1.88
HYG
US High Yield Bonds 0.73 -1.13 -0.77
BND
US Total Bond Market 2.37 0.12 -0.62
BIL
US Cash 0.35 0.92 1.86
TLT
US Long Term Treasuries 5.64 0.69 -2.18
TIP
US TIPS 2.55 -0.15 -1.09
CWB
US Convertible Bonds -6.29 -6.57 -5.49
DBC
Commodities 3.99 14.13 8.07
IJH
US Mid Cap Blend 1.92 -2.28 1.33
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 Nov 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 Oct 26
Portfolio Author Nov 26▾ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 5.49 Nov 04 9.18 6.39 14.57
Gold 4.73 Nov 04 -6.58 -4.24 -16.02
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 3.38 Nov 04 -0.94 -2.44 -8.71
Golden Butterfly 2x Leveraged Tyler 3.28 Nov 04 0.63 -3.90 -6.17
Talmud Portfolio 2x Leveraged Roger Gibson 3.26 Nov 04 4.09 -3.07 -1.07
European Stocks 2.84 Nov 04 0.85 -3.13 2.08
Marc Faber Portfolio Marc Faber 2.51 Nov 04 -0.47 -2.20 -3.64
US Stocks ESG 2.37 Nov 04 -2.07 0.78 6.01
Weird Portfolio Value Stock Geek 2.32 Nov 04 1.13 -2.24 -2.92
US Stocks Quality 2.31 Nov 04 0.11 1.66 7.78
US Stocks Equal Weight 2.14 Nov 04 4.95 1.92 8.13
Stocks/Bonds 60/40 2x Leveraged 2.14 Nov 04 0.36 0.35 3.22
Desert Portfolio 2x Leveraged Gyroscopic Investing 2.14 Nov 04 1.22 -1.12 -3.57
Cockroach Portfolio Tony Dong 1.95 Nov 04 5.68 3.08 1.77
Cape US Sector Value Robert Shiller 1.94 Nov 04 4.14 -1.84 -0.56
Sheltered Sam 100/0 Bill Bernstein 1.93 Nov 04 1.31 -0.30 4.20
Gold Pivot Ptf Aim Ways 1.91 Nov 04 -2.53 -1.09 -4.52
Developed World ex-US Stocks 1.90 Nov 04 -1.66 -1.43 1.71
Pinwheel Tyler 1.89 Nov 04 -0.37 -1.82 -0.49
Ultimate Buy and Hold Strategy Paul Merriman 1.87 Nov 04 0.05 -1.45 2.56
Aggressive Portfolio Lyn Alden 1.82 Nov 04 -1.30 -0.88 1.64
Talmud Portfolio Roger Gibson 1.75 Nov 04 2.07 -1.06 1.37
All Country World Stocks 1.74 Nov 04 -1.60 -0.08 3.37
Mid-Twenties Burton Malkiel 1.72 Nov 04 -0.97 -1.04 2.07
Sheltered Sam 90/10 Bill Bernstein 1.70 Nov 04 1.34 -0.25 3.82
Late Thirties to Early Forties Burton Malkiel 1.69 Nov 04 -0.61 -0.88 2.21
Dedalo Three Dedalo Invest 1.69 Nov 04 -0.98 0.79 4.84
Mid-Fifties Burton Malkiel 1.67 Nov 04 0.01 -0.84 2.09
Robo Advisor 100 Value Tilt Betterment 1.66 Nov 04 -0.44 -0.37 3.88
US Stocks 1.66 Nov 04 -0.71 1.17 5.48
Moderate Portfolio Lyn Alden 1.64 Nov 04 -1.21 -0.89 1.17
Long Term Portfolio Ben Stein 1.59 Nov 04 -0.38 -1.05 2.34
Developed World ex-US 80/20 1.58 Nov 04 -1.12 -1.18 1.41
Second Grader's Starter Paul Farrell 1.58 Nov 04 -1.11 -0.07 3.29
Late Sixties and Beyond Burton Malkiel 1.55 Nov 04 0.91 -0.60 2.13
Golden Butterfly Tyler 1.55 Nov 04 0.61 -0.73 -1.63
Core Four Rick Ferri 1.54 Nov 04 -0.29 -0.39 2.51
Conservative Portfolio Lyn Alden 1.54 Nov 04 0.17 -0.58 1.04
Stocks/Bonds 40/60 2x Leveraged 1.52 Nov 04 2.01 -0.12 0.74
Golden Butterfly with Bitcoin Tyler 1.51 Nov 04 0.60 -0.33 -1.29
US Stocks Value 1.51 Nov 04 4.92 3.49 7.71
Emerging Markets Stocks 1.50 Nov 04 -8.61 -4.76 -4.11
Warren Buffett Portfolio Warren Buffett 1.49 Nov 04 -0.90 1.46 5.44
Simplified Permanent Portfolio The Lazy Team 1.49 Nov 04 -0.31 -0.79 -3.42
Lazy Portfolio David Swensen 1.49 Nov 04 0.38 -1.21 1.05
Aim comfortable trip Aim Ways 1.48 Nov 04 -0.43 -0.64 -0.36
Yale Endowment David Swensen 1.48 Nov 04 0.57 -1.04 1.28
Shield Strategy Aim Ways 1.47 Nov 04 -1.57 -0.23 -1.50
Paul Boyer Portfolio Paul Boyer 1.47 Nov 04 -0.91 -1.83 -4.53
Sheltered Sam 80/20 Bill Bernstein 1.46 Nov 04 1.36 -0.20 3.43
Gone Fishin' Portfolio Alexander Green 1.43 Nov 04 -0.95 -1.89 -0.21
Robo Advisor 90 Value Tilt Betterment 1.43 Nov 04 -0.58 -0.23 3.19
Permanent Portfolio Harry Browne 1.43 Nov 04 -0.39 -0.27 -2.81
LifeStrategy Growth Fund Vanguard 1.43 Nov 04 -0.94 -0.26 2.64
Five Fold Scott Burns 1.41 Nov 04 0.90 -1.23 0.80
Edge Select Aggressive Merrill Lynch 1.41 Nov 04 -1.54 -0.42 2.63
Dedalo Four Dedalo Invest 1.40 Nov 04 -0.57 0.62 3.91
All Country World 80/20 1.40 Nov 04 -0.97 -0.10 2.64
Three Funds Bogleheads 1.39 Nov 04 -0.84 -0.17 2.70
Permanent Portfolio with Bitcoin Harry Browne 1.39 Nov 04 -0.40 0.14 -2.46
No Brainer Portfolio Bill Bernstein 1.37 Nov 04 -0.01 -1.01 2.51
Dedalo Eleven Dedalo Invest 1.36 Nov 04 -1.12 -0.02 2.92
Nano Portfolio John Wasik 1.36 Nov 04 1.62 -1.10 1.15
Stocks/Bonds 60/40 ESG 1.35 Nov 04 -0.51 0.53 3.37
Ideal Index Frank Armstrong 1.35 Nov 04 0.67 -1.02 2.17
Four Funds Bogleheads 1.35 Nov 04 -0.83 -0.20 2.65
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.32 Nov 04 0.48 -0.26 2.25
Stocks/Bonds 80/20 1.30 Nov 04 -0.17 0.98 4.31
Diavola Portfolio Davide Pisicchio 1.28 Nov 04 -2.10 0.90 4.48
Robo Advisor 80 Value Tilt Betterment 1.28 Nov 04 -0.38 -0.27 2.74
Developed World ex-US 60/40 1.25 Nov 04 -0.55 -0.92 1.09
Simple and Cheap Time Money Inc 1.25 Nov 04 0.40 -0.59 1.46
Sheltered Sam 70/30 Bill Bernstein 1.23 Nov 04 1.38 -0.14 3.03
Odd-Stats Strategy Aim Ways 1.23 Nov 04 -0.11 0.03 0.23
Gretchen Tai Portfolio Gretchen Tai 1.22 Nov 04 -0.75 -1.08 1.15
Tilt Toward Value Time Money Inc 1.21 Nov 04 1.09 -0.40 1.95
One-Decision Portfolio Marvin Appel 1.21 Nov 04 1.72 -0.67 1.55
Simple Path to Wealth JL Collins 1.21 Nov 04 -0.02 0.93 4.02
Golden Ratio Portfolio Frank Vasquez 1.19 Nov 04 -0.10 -0.29 -0.97
Andrew Tobias Portfolio Andrew Tobias 1.19 Nov 04 -0.13 -0.16 3.02
US Stocks Minimum Volatility 1.19 Nov 04 5.63 5.45 9.46
Coffeehouse Bill Schultheis 1.17 Nov 04 2.24 -0.63 2.17
In Saecula Saeculorum Fulvio Marchese 1.16 Nov 04 0.04 0.10 0.41
Edge Select Moderately Aggressive Merrill Lynch 1.14 Nov 04 -0.97 -0.31 2.08
Dynamic 60/40 Income The Lazy Team 1.12 Nov 04 0.57 -1.77 -0.39
All Country World 60/40 1.06 Nov 04 -0.30 -0.12 1.89
LifeStrategy Moderate Growth Vanguard 1.06 Nov 04 -0.25 -0.18 1.91
Family Taxable Portfolio Ted Aronson 1.06 Nov 04 -0.70 -1.14 1.23
Big Rocks Portfolio Larry Swedroe 1.05 Nov 04 1.17 -0.47 2.67
Aggressive Global Income The Lazy Team 1.05 Nov 04 3.44 -0.59 2.96
Margaritaville Scott Burns 1.01 Nov 04 -0.50 -0.51 1.61
Coward's Portfolio Bill Bernstein 1.00 Nov 04 0.73 -0.17 2.80
Sheltered Sam 60/40 Bill Bernstein 1.00 Nov 04 1.40 -0.09 2.63
Simple Money Portfolio Tim Maurer 1.00 Nov 04 1.35 -0.51 2.44
Four Seasons Portfolio Davide Pisicchio 1.00 Nov 04 -0.41 -0.27 0.00
Stocks/Bonds 60/40 with Bitcoin 0.97 Nov 04 0.27 1.08 3.11
Ultimate Buy&Hold FundAdvice 0.96 Nov 04 0.63 -0.84 1.51
Capricciosa Portfolio Davide Pisicchio 0.96 Nov 04 -0.30 0.05 1.43
Sandwich Portfolio Bob Clyatt 0.93 Nov 04 0.05 -0.79 1.03
Stocks/Bonds 60/40 0.93 Nov 04 0.41 0.78 3.12
Developed World ex-US 40/60 0.92 Nov 04 0.05 -0.64 0.76
Perfect Portfolio Ben Stein 0.92 Nov 04 -0.85 0.50 3.25
Global Market Portfolio Credit Suisse 0.89 Nov 04 0.57 -0.65 0.21
PISI Portfolio Davide Pisicchio 0.87 Nov 04 0.84 -0.19 -0.84
Edge Select Moderate Merrill Lynch 0.86 Nov 04 -0.22 -0.32 1.41
Stocks/Bonds 40/60 ESG 0.85 Nov 04 0.34 0.40 2.02
Robo Advisor 50 Value Tilt Betterment 0.84 Nov 04 0.47 -0.44 1.56
Technology 0.84 Nov 04 -6.66 0.47 3.63
Four Square Scott Burns 0.82 Nov 04 -0.06 -0.42 1.21
Desert Portfolio Gyroscopic Investing 0.82 Nov 04 0.29 -0.02 -0.31
Margherita Portfolio Davide Pisicchio 0.80 Nov 04 -0.15 -0.40 -0.62
JP Morgan Balanced Portfolio JP Morgan 0.80 Nov 04 0.61 0.07 2.28
Pepperoni Portfolio Davide Pisicchio 0.80 Nov 04 -0.85 0.31 2.71
Desert Portfolio with Bitcoin Gyroscopic Investing 0.79 Nov 04 0.28 0.38 0.05
Sheltered Sam 50/50 Bill Bernstein 0.77 Nov 04 1.43 -0.03 2.22
All Country World 40/60 0.72 Nov 04 0.40 -0.13 1.12
LifeStrategy Conservative Growth Vanguard 0.70 Nov 04 0.47 -0.10 1.16
GAA Global Asset Allocation Mebane Faber 0.63 Nov 04 0.65 0.44 0.15
Lifepath Fund iShares 0.61 Nov 04 0.82 -0.14 1.11
Stocks/Bonds 40/60 with Bitcoin 0.61 Nov 04 0.88 0.88 1.88
Developed World ex-US 20/80 0.60 Nov 04 0.68 -0.36 0.42
Edge Select Moderately Conservative Merrill Lynch 0.59 Nov 04 0.45 -0.18 0.90
Stocks/Bonds 40/60 0.57 Nov 04 1.03 0.57 1.90
Ulcer Free Strategy Aim Ways 0.56 Nov 04 -1.41 -1.60 -2.82
Sheltered Sam 40/60 Bill Bernstein 0.53 Nov 04 1.45 0.02 1.80
Couch Potato Scott Burns 0.52 Nov 04 0.80 0.54 2.26
Developed World ex-US Stocks Momentum 0.51 Nov 04 -3.17 -2.30 -0.73
All Weather Portfolio 2x Leveraged Ray Dalio 0.45 Nov 04 6.23 4.13 0.95
Dynamic 40/60 Income The Lazy Team 0.42 Nov 04 -0.06 -1.16 -0.50
Developed World ex-US 60/40 Momentum 0.42 Nov 04 -1.49 -1.45 -0.43
All Country World 20/80 0.38 Nov 04 1.14 -0.15 0.33
Developed World ex-US 40/60 Momentum 0.37 Nov 04 -0.58 -1.00 -0.27
LifeStrategy Income Fund Vanguard 0.33 Nov 04 1.24 -0.02 0.38
Larry Portfolio Larry Swedroe 0.31 Nov 04 0.94 -0.82 -0.12
Sheltered Sam 30/70 Bill Bernstein 0.30 Nov 04 1.48 0.08 1.38
Total Bond Developed World ex-US 0.27 Nov 04 1.36 -0.05 0.07
Robo Advisor 20 Value Tilt Betterment 0.24 Nov 04 0.81 0.04 0.98
Edge Select Conservative Merrill Lynch 0.23 Nov 04 1.18 0.23 1.17
All Weather Portfolio with Bitcoin Ray Dalio 0.21 Nov 04 1.90 1.88 0.41
Eliminate Fat Tails Larry Swedroe 0.21 Nov 04 -0.05 -1.08 0.06
Stocks/Bonds 20/80 0.20 Nov 04 1.68 0.35 0.66
All Weather Portfolio Ray Dalio 0.13 Nov 04 2.02 1.69 0.33
Sheltered Sam 20/80 Bill Bernstein 0.07 Nov 04 1.50 0.14 0.95
High Yield Bonds Income The Lazy Team 0.06 Nov 04 1.73 -1.03 -1.36
All Country World Bonds 0.05 Nov 04 1.93 -0.17 -0.49
Five Asset Roger Gibson 0.04 Nov 04 1.52 2.16 2.84
Robo Advisor 10 Value Tilt Betterment 0.02 Nov 04 0.88 0.27 0.86
Rob Arnott Portfolio Rob Arnott 0.00 Nov 04 2.03 1.11 0.94
Conservative Income Charles Schwab -0.05 Nov 04 1.84 -0.07 -0.07
Ivy Portfolio Mebane Faber -0.15 Nov 04 1.63 2.66 2.79
Total Bond US -0.16 Nov 04 2.37 0.12 -0.62
Sheltered Sam 10/90 Bill Bernstein -0.17 Nov 04 1.53 0.20 0.51
Robo Advisor 0 Betterment -0.19 Nov 04 0.98 0.51 0.76
10-year Treasury -0.22 Nov 04 3.10 -0.24 -1.40
Short Term Treasury -0.25 Nov 04 0.92 0.54 0.84
Seven Value Scott Burns -0.29 Nov 04 3.89 2.90 5.44
Dimensional Retirement Income Fund DFA -0.30 Nov 03 1.14 0.19 0.71
US Cash -0.31 Nov 04 0.35 0.92 1.86
Sheltered Sam 0/100 Bill Bernstein -0.40 Nov 04 1.56 0.26 0.06
7Twelve Portfolio Craig Israelsen -0.41 Nov 04 1.40 2.21 2.67
Six Ways from Sunday Scott Burns -0.51 Nov 04 3.62 2.68 4.48
US Inflation Protection -0.62 Nov 04 2.55 -0.15 -1.09
Stocks/Bonds 20/80 Momentum -0.95 Nov 04 -0.79 -1.06 -0.40
Robust Alpha Architect -1.22 Nov 04 -1.62 -0.15 2.41
Ark Tech Portfolio Cathie Wood -1.72 Nov 04 -7.41 14.35 17.71
Stocks/Bonds 40/60 Momentum -1.73 Nov 04 -3.61 -2.15 -0.20
Stocks/Bonds 60/40 Momentum -2.52 Nov 04 -6.14 -3.16 -0.01
Stocks/Bonds 80/20 Momentum -3.30 Nov 04 -8.41 -4.10 0.18
US Stocks Momentum -4.09 Nov 04 -10.47 -4.98 0.35