Last Update - 30 June 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 Jun 26
Ticker Asset Class 1M 3M 6M
DBC
Commodities -9.57 -7.91 19.23
VNQ
US REITs 1.65 9.67 11.11
GLD
Gold -11.68 -14.39 -7.05
BIL
US Cash 0.27 0.88 1.74
EFA
EAFE Stocks 0.69 8.64 9.89
PFF
US Preferred Stocks -2.97 1.93 0.48
HYG
US High Yield Bonds 0.09 2.05 1.69
BNDX
International Bonds 0.44 1.50 1.38
TIP
US TIPS -0.46 0.82 1.23
BND
US Total Bond Market 0.27 0.70 0.75
SPY
US Large Cap Blend -1.03 15.12 10.09
EMB
Emerg. Market Bonds 0.43 4.05 2.38
VTI
US Total Stock Market -0.39 15.68 11.04
VT
World All Countries -0.38 13.88 11.93
IJR
US Small Cap Blend 7.28 19.67 23.98
LQD
US Invest. Grade Bonds 0.11 1.26 0.88
TLT
US Long Term Treasuries 1.17 0.85 1.03
CWB
US Convertible Bonds -0.12 18.26 21.63
EEM
Emerging Markets 0.24 21.09 25.69
QQQ
US Technology -0.15 27.73 20.16
IJH
US Mid Cap Blend 3.62 14.47 17.40
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 Jul 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 Jun 26
Portfolio Author Jul 26▾ Time(ET) 1M 3M 6M
US Stocks Value 2.25 Jul 27 0.23 8.17 8.27
Ivy Portfolio Mebane Faber 2.00 Jul 27 -2.10 4.08 12.29
Aggressive Global Income The Lazy Team 1.80 Jul 27 1.12 6.17 10.31
Five Asset Roger Gibson 1.75 Jul 27 -1.89 5.27 11.37
Gold 1.70 Jul 27 -11.68 -14.39 -7.05
Seven Value Scott Burns 1.53 Jul 27 -0.13 4.61 10.72
Six Ways from Sunday Scott Burns 1.50 Jul 27 -0.71 3.45 9.96
Cockroach Portfolio Tony Dong 1.43 Jul 27 -0.36 -1.11 2.44
Cape US Sector Value Robert Shiller 1.18 Jul 27 0.89 5.40 0.88
7Twelve Portfolio Craig Israelsen 1.14 Jul 27 -1.07 4.44 11.82
US Stocks Equal Weight 1.13 Jul 27 2.28 11.29 11.98
US Stocks Minimum Volatility 1.13 Jul 27 0.17 4.34 3.19
Weird Portfolio Value Stock Geek 0.82 Jul 27 -1.39 3.50 6.71
Talmud Portfolio 2x Leveraged Roger Gibson 0.72 Jul 27 -0.51 14.62 10.88
Marc Faber Portfolio Marc Faber 0.68 Jul 27 -2.51 2.42 4.70
Talmud Portfolio Roger Gibson 0.66 Jul 27 0.51 8.59 7.63
Dynamic 60/40 Income The Lazy Team 0.46 Jul 27 -0.29 5.88 4.98
Simple Money Portfolio Tim Maurer 0.43 Jul 27 0.64 6.53 7.86
European Stocks 0.34 Jul 27 0.83 8.88 7.84
One-Decision Portfolio Marvin Appel 0.29 Jul 27 0.77 7.02 7.03
US Cash 0.27 Jul 27 0.27 0.88 1.74
Nano Portfolio John Wasik 0.22 Jul 27 0.36 7.04 6.80
Sheltered Sam 100/0 Bill Bernstein 0.16 Jul 27 1.54 12.58 14.67
Big Rocks Portfolio Larry Swedroe 0.16 Jul 27 1.33 8.06 9.41
Sheltered Sam 90/10 Bill Bernstein 0.11 Jul 27 1.39 11.39 13.28
Ultimate Buy and Hold Strategy Paul Merriman 0.08 Jul 27 0.98 12.16 14.50
Rob Arnott Portfolio Rob Arnott 0.06 Jul 27 -0.92 3.28 6.15
Sheltered Sam 80/20 Bill Bernstein 0.05 Jul 27 1.23 10.20 11.90
Sheltered Sam 70/30 Bill Bernstein 0.00 Jul 27 1.07 9.00 10.52
Short Term Treasury 0.00 Jul 27 0.06 0.33 0.60
Robo Advisor 0 Betterment -0.04 Jul 27 0.06 0.34 0.58
Sheltered Sam 60/40 Bill Bernstein -0.05 Jul 27 0.91 7.80 9.14
Sheltered Sam 50/50 Bill Bernstein -0.10 Jul 27 0.75 6.60 7.76
Ultimate Buy&Hold FundAdvice -0.11 Jul 27 0.63 7.36 8.71
Sheltered Sam 40/60 Bill Bernstein -0.15 Jul 27 0.58 5.39 6.38
Five Fold Scott Burns -0.17 Jul 27 0.29 7.90 7.86
Pinwheel Tyler -0.17 Jul 27 -0.24 7.29 8.92
Sheltered Sam 30/70 Bill Bernstein -0.21 Jul 27 0.40 4.18 5.00
Sheltered Sam 20/80 Bill Bernstein -0.26 Jul 27 0.22 2.97 3.62
Aim comfortable trip Aim Ways -0.28 Jul 27 -1.09 3.64 5.22
Robo Advisor 10 Value Tilt Betterment -0.30 Jul 27 0.17 1.88 2.08
Conservative Portfolio Lyn Alden -0.30 Jul 27 -0.55 7.34 7.76
Sheltered Sam 10/90 Bill Bernstein -0.31 Jul 27 0.04 1.75 2.23
Coffeehouse Bill Schultheis -0.33 Jul 27 1.85 8.76 9.87
Conservative Income Charles Schwab -0.34 Jul 27 0.21 1.35 1.70
Sheltered Sam 0/100 Bill Bernstein -0.36 Jul 27 -0.15 0.53 0.85
Late Sixties and Beyond Burton Malkiel -0.37 Jul 27 0.54 9.83 9.28
Yale Endowment David Swensen -0.37 Jul 27 0.14 9.53 9.21
JP Morgan Balanced Portfolio JP Morgan -0.39 Jul 27 0.21 8.26 9.56
Permanent Portfolio with Bitcoin Harry Browne -0.39 Jul 27 -2.80 0.38 1.17
Berkshire Hathaway Warren Buffett -0.40 Jul 27 5.34 4.28 -0.79
Golden Butterfly with Bitcoin Tyler -0.41 Jul 27 -1.17 3.48 4.78
Desert Portfolio with Bitcoin Gyroscopic Investing -0.42 Jul 27 -1.37 3.04 2.03
Lazy Portfolio David Swensen -0.42 Jul 27 0.20 9.57 9.17
Simplified Permanent Portfolio The Lazy Team -0.42 Jul 27 -2.94 -0.10 0.97
Andrew Tobias Portfolio Andrew Tobias -0.43 Jul 27 0.12 8.11 7.17
Ideal Index Frank Armstrong -0.46 Jul 27 1.58 9.63 11.23
Tilt Toward Value Time Money Inc -0.52 Jul 27 0.66 8.39 8.22
Permanent Portfolio Harry Browne -0.52 Jul 27 -2.70 0.29 1.69
Robo Advisor 20 Value Tilt Betterment -0.53 Jul 27 0.29 3.40 3.57
Golden Butterfly Tyler -0.54 Jul 27 -1.08 3.37 5.30
Coward's Portfolio Bill Bernstein -0.54 Jul 27 1.25 9.14 10.17
Desert Portfolio Gyroscopic Investing -0.55 Jul 27 -1.27 2.93 2.55
Dimensional Retirement Income Fund DFA -0.57 Jul 23 -1.38 2.12 2.41
Dynamic 40/60 Income The Lazy Team -0.62 Jul 27 -0.56 4.73 3.24
Long Term Portfolio Ben Stein -0.64 Jul 27 0.78 11.25 11.40
Edge Select Conservative Merrill Lynch -0.68 Jul 27 0.42 3.69 3.84
All Weather Portfolio with Bitcoin Ray Dalio -0.72 Jul 27 -1.53 2.92 3.84
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.73 Jul 27 -0.03 9.73 8.77
Simple and Cheap Time Money Inc -0.76 Jul 27 0.20 8.37 7.70
All Weather Portfolio Ray Dalio -0.78 Jul 27 -1.43 2.86 4.62
Sandwich Portfolio Bob Clyatt -0.80 Jul 27 0.21 7.78 7.65
Total Bond Developed World ex-US -0.83 Jul 27 0.44 1.50 1.38
Larry Portfolio Larry Swedroe -0.83 Jul 27 0.64 4.39 5.40
Gold Pivot Ptf Aim Ways -0.84 Jul 27 -3.83 -0.15 1.67
Mid-Fifties Burton Malkiel -0.85 Jul 27 0.44 11.37 10.75
GAA Global Asset Allocation Mebane Faber -0.88 Jul 27 -1.11 4.63 6.82
Margherita Portfolio Davide Pisicchio -0.89 Jul 27 -1.29 4.00 3.78
US Inflation Protection -0.91 Jul 27 -0.46 0.82 1.23
Stocks/Bonds 40/60 with Bitcoin -0.92 Jul 27 -0.34 6.18 4.08
In Saecula Saeculorum Fulvio Marchese -0.93 Jul 27 -1.28 5.50 4.44
All Country World Bonds -0.94 Jul 27 0.36 1.48 1.21
PISI Portfolio Davide Pisicchio -0.94 Jul 27 -1.18 3.13 2.67
Golden Ratio Portfolio Frank Vasquez -0.95 Jul 27 -1.35 4.84 5.88
Total Bond US -0.96 Jul 27 0.27 0.70 0.75
Four Seasons Portfolio Davide Pisicchio -0.97 Jul 27 -1.32 5.54 4.89
Core Four Rick Ferri -0.98 Jul 27 0.04 11.24 9.83
Stocks/Bonds 60/40 with Bitcoin -0.99 Jul 27 -0.46 9.19 6.14
US Stocks Quality -0.99 Jul 27 2.01 14.60 10.91
Developed World ex-US 20/80 -1.01 Jul 27 0.30 3.61 4.07
Warren Buffett Portfolio Warren Buffett -1.03 Jul 27 -0.86 13.83 8.95
Stocks/Bonds 20/80 -1.03 Jul 27 0.13 3.59 2.81
10-year Treasury -1.04 Jul 27 0.25 0.08 -0.06
Perfect Portfolio Ben Stein -1.04 Jul 27 -0.40 10.70 11.89
Robo Advisor 100 Value Tilt Betterment -1.06 Jul 27 0.87 13.59 14.05
LifeStrategy Income Fund Vanguard -1.06 Jul 27 0.22 3.55 3.24
All Country World 20/80 -1.07 Jul 27 0.19 3.93 3.36
Aggressive Portfolio Lyn Alden -1.10 Jul 27 -0.33 10.86 10.74
Robo Advisor 50 Value Tilt Betterment -1.10 Jul 27 0.58 7.77 7.90
Stocks/Bonds 40/60 -1.10 Jul 27 -0.01 6.54 4.86
Couch Potato Scott Burns -1.11 Jul 27 -0.42 8.08 6.13
Stocks/Bonds 40/60 ESG -1.12 Jul 27 -0.33 7.34 4.33
Late Thirties to Early Forties Burton Malkiel -1.14 Jul 27 0.35 12.26 11.58
Capricciosa Portfolio Davide Pisicchio -1.14 Jul 27 -0.75 7.86 6.29
Lifepath Fund iShares -1.16 Jul 27 0.23 6.28 5.71
Stocks/Bonds 60/40 -1.17 Jul 27 -0.14 9.54 6.92
Developed World ex-US 40/60 -1.20 Jul 27 0.16 5.68 6.77
All Country World 40/60 -1.20 Jul 27 0.04 6.39 5.50
LifeStrategy Conservative Growth Vanguard -1.20 Jul 27 0.12 6.18 5.54
Simple Path to Wealth JL Collins -1.23 Jul 27 -0.23 11.81 8.46
Stocks/Bonds 60/40 ESG -1.23 Jul 27 -0.61 10.80 6.17
Stocks/Bonds 80/20 -1.24 Jul 27 -0.27 12.58 8.98
Odd-Stats Strategy Aim Ways -1.25 Jul 27 -0.85 6.19 5.62
Mid-Twenties Burton Malkiel -1.27 Jul 27 0.31 12.65 12.01
No Brainer Portfolio Bill Bernstein -1.28 Jul 27 1.73 11.88 12.25
Four Square Scott Burns -1.28 Jul 27 -0.06 7.45 7.05
Moderate Portfolio Lyn Alden -1.28 Jul 27 -0.26 10.06 9.93
Dedalo Four Dedalo Invest -1.29 Jul 27 -0.23 12.31 9.33
High Yield Bonds Income The Lazy Team -1.30 Jul 27 0.22 2.66 1.86
US Stocks -1.31 Jul 27 -0.39 15.68 11.04
All Country World 60/40 -1.33 Jul 27 -0.11 8.87 7.64
Edge Select Moderately Conservative Merrill Lynch -1.34 Jul 27 0.04 6.14 5.31
LifeStrategy Moderate Growth Vanguard -1.34 Jul 27 0.02 8.83 7.84
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -1.37 Jul 27 -6.25 -1.53 -2.01
Paul Boyer Portfolio Paul Boyer -1.37 Jul 27 -1.57 1.62 4.85
Developed World ex-US 60/40 -1.38 Jul 27 0.04 7.74 9.46
Dedalo Three Dedalo Invest -1.40 Jul 27 -0.38 15.13 11.30
Margaritaville Scott Burns -1.43 Jul 27 -0.22 9.50 8.96
US Stocks ESG -1.46 Jul 27 -1.14 18.04 9.84
All Country World 80/20 -1.46 Jul 27 -0.25 11.37 9.79
Four Funds Bogleheads -1.47 Jul 27 -0.16 11.52 10.08
Three Funds Bogleheads -1.47 Jul 27 -0.09 11.51 10.03
LifeStrategy Growth Fund Vanguard -1.48 Jul 27 -0.07 11.49 10.14
Robo Advisor 80 Value Tilt Betterment -1.48 Jul 27 0.55 11.94 12.70
Second Grader's Starter Paul Farrell -1.51 Jul 27 -0.16 13.02 11.06
Robo Advisor 90 Value Tilt Betterment -1.51 Jul 27 0.59 13.21 14.08
Shield Strategy Aim Ways -1.53 Jul 27 -2.51 4.58 4.27
Eliminate Fat Tails Larry Swedroe -1.56 Jul 27 1.16 6.83 8.49
Developed World ex-US 80/20 -1.57 Jul 27 -0.09 9.77 12.16
Edge Select Moderate Merrill Lynch -1.57 Jul 27 0.09 8.54 7.49
All Country World Stocks -1.59 Jul 27 -0.38 13.88 11.93
Gretchen Tai Portfolio Gretchen Tai -1.65 Jul 27 0.24 10.70 10.97
Global Market Portfolio Credit Suisse -1.66 Jul 27 0.16 7.01 6.63
Developed World ex-US 40/60 Momentum -1.68 Jul 27 1.12 5.84 5.80
Robust Alpha Architect -1.69 Jul 27 2.18 14.16 18.54
Gone Fishin' Portfolio Alexander Green -1.70 Jul 27 0.49 10.16 11.73
Dedalo Eleven Dedalo Invest -1.73 Jul 27 -0.20 12.55 10.87
Edge Select Moderately Aggressive Merrill Lynch -1.74 Jul 27 -0.01 10.88 9.46
All Weather Portfolio 2x Leveraged Ray Dalio -1.75 Jul 27 -2.77 2.23 5.86
Developed World ex-US Stocks -1.75 Jul 27 -0.20 11.77 14.85
Pepperoni Portfolio Davide Pisicchio -1.86 Jul 27 -0.20 11.35 8.61
Edge Select Aggressive Merrill Lynch -1.92 Jul 27 0.10 13.15 11.63
Golden Butterfly 2x Leveraged Tyler -1.94 Jul 27 -1.34 7.28 7.87
Ulcer Free Strategy Aim Ways -2.07 Jul 27 -1.22 4.31 5.07
Developed World ex-US 60/40 Momentum -2.11 Jul 27 1.43 8.00 8.01
Desert Portfolio 2x Leveraged Gyroscopic Investing -2.15 Jul 27 -3.00 4.64 1.79
Stocks/Bonds 60/40 2x Leveraged -2.60 Jul 27 -1.68 17.07 9.32
Family Taxable Portfolio Ted Aronson -2.61 Jul 27 1.38 12.77 14.35
Stocks/Bonds 40/60 2x Leveraged -2.66 Jul 27 -1.06 10.91 5.57
Diavola Portfolio Davide Pisicchio -2.73 Jul 27 -0.28 17.01 12.23
Developed World ex-US Stocks Momentum -2.96 Jul 27 2.04 12.32 12.44
Stocks/Bonds 20/80 Momentum -3.13 Jul 27 2.28 8.88 8.05
Stocks/Bonds 40/60 Momentum -5.30 Jul 27 4.10 17.20 15.34
Emerging Markets Stocks -7.00 Jul 27 0.24 21.09 25.69
Technology -7.37 Jul 27 -0.15 27.73 20.16
Stocks/Bonds 60/40 Momentum -7.47 Jul 27 5.76 25.66 22.64
Ark Tech Portfolio Cathie Wood -9.49 Jul 27 2.06 29.22 15.91
Stocks/Bonds 80/20 Momentum -9.64 Jul 27 7.28 34.26 29.94
US Stocks Momentum -11.81 Jul 27 8.68 43.01 37.24