Last Update - May 19 2026 Eastern Time
In the following table, you can retrieve the most recent returns of the main Asset Classes (ETFs dividends included, when applicable).
Update time is Eastern Time (ET - America/New York).
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of Apr 26
|
|||||
|---|---|---|---|---|---|---|
| Ticker | Asset Class | May 26â–ľ | Time(ET) | 1M | 3M | 6M |
|
QQQ
|
US Technology | 5.08 | May 19 | 15.69 | 7.51 | 6.42 |
|
VPL
|
Pacific | 2.32 | May 19 | 9.78 | 8.58 | 20.29 |
|
SPY
|
US Large Cap | 2.10 | May 19 | 10.51 | 4.14 | 5.97 |
|
VTI
|
US Total Stock Market | 1.65 | May 19 | 10.40 | 4.32 | 6.22 |
|
DBC
|
Commodities | 1.61 | May 19 | 7.43 | 27.30 | 40.50 |
|
CWB
|
US Convertible Bonds | 1.41 | May 19 | 10.53 | 8.57 | 9.36 |
|
VT
|
World All Countries | 0.94 | May 19 | 9.31 | 4.20 | 8.66 |
|
EEM
|
Emerging Markets | 0.41 | May 19 | 12.68 | 8.27 | 17.37 |
|
BIL
|
US Cash | 0.20 | May 19 | 0.29 | 0.85 | 1.78 |
|
EFA
|
EAFE Stocks | -0.39 | May 19 | 5.34 | 1.57 | 10.25 |
|
BNDX
|
International Bonds | -0.74 | May 19 | 0.23 | -0.41 | -0.59 |
|
HYG
|
US High Yield Bonds | -0.75 | May 19 | 1.52 | 0.55 | 2.42 |
|
TIP
|
US TIPS | -0.79 | May 19 | 1.09 | 0.98 | 1.09 |
|
VGK
|
Europe | -0.83 | May 19 | 5.71 | 0.05 | 10.06 |
|
PFF
|
US Preferred Stocks | -1.09 | May 19 | 4.22 | 0.37 | 3.28 |
|
VNQ
|
US REITs | -1.09 | May 19 | 8.60 | 7.22 | 10.17 |
|
BND
|
US Total Bond Market | -1.10 | May 19 | 0.15 | -0.01 | 0.50 |
|
LQD
|
US Invest. Grade Bonds | -1.19 | May 19 | 0.28 | -0.44 | 0.09 |
|
EMB
|
Emerg. Market Bonds | -1.20 | May 19 | 2.49 | 0.52 | 1.65 |
|
TLT
|
US Long Term Treasuries | -2.71 | May 19 | -0.84 | -0.63 | -3.05 |
|
IJR
|
US Small Cap | -2.87 | May 19 | 10.29 | 8.10 | 17.11 |
|
GLD
|
Gold | -2.89 | May 19 | -1.54 | -4.78 | 15.09 |
|
FLLA
|
Latin America | -5.65 | May 19 | 2.97 | 5.51 | 28.72 |
| 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 May 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.
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 Apr 26
|
||||||
|---|---|---|---|---|---|---|---|
| Portfolio | Author | May 26â–ľ | Time(ET) | 1M | 3M | 6M | |
| Technology | 5.08 | May 19 | 15.69 | 7.51 | 6.42 | ||
| US Stocks Momentum | 3.06 | May 19 | 18.33 | 11.08 | 12.11 | ||
| US Stocks ESG | 2.33 | May 19 | 12.02 | 3.68 | 4.14 | ||
| Diavola Portfolio | Davide Pisicchio | 2.27 | May 19 | 10.62 | 4.70 | 5.71 | |
| Stocks/Bonds 80/20 Momentum | 2.23 | May 19 | 14.57 | 8.89 | 9.78 | ||
| Warren Buffett Portfolio | Warren Buffett | 1.91 | May 19 | 9.46 | 3.68 | 4.87 | |
| US Stocks | 1.65 | May 19 | 10.40 | 4.32 | 6.22 | ||
| Dedalo Three | Dedalo Invest | 1.44 | May 19 | 10.07 | 4.28 | 6.96 | |
| Stocks/Bonds 60/40 Momentum | 1.39 | May 19 | 10.88 | 6.69 | 7.46 | ||
| Berkshire Hathaway | Warren Buffett | 1.36 | May 19 | -0.87 | -1.47 | -0.54 | |
| US Stocks Minimum Volatility | 1.23 | May 19 | 2.05 | 0.04 | 2.41 | ||
| Stocks/Bonds 80/20 | 1.10 | May 19 | 8.28 | 3.46 | 5.08 | ||
| US Stocks Quality | 1.08 | May 19 | 8.05 | 2.60 | 6.13 | ||
| Pepperoni Portfolio | Davide Pisicchio | 1.07 | May 19 | 7.20 | 3.36 | 4.43 | |
| Stocks/Bonds 60/40 2x Leveraged | 1.06 | May 19 | 11.99 | 3.34 | 4.04 | ||
| Dedalo Four | Dedalo Invest | 0.99 | May 19 | 8.04 | 3.36 | 5.49 | |
| Simple Path to Wealth | JL Collins | 0.96 | May 19 | 7.76 | 3.25 | 4.79 | |
| Perfect Portfolio | Ben Stein | 0.96 | May 19 | 7.28 | 4.76 | 9.80 | |
| All Country World Stocks | 0.94 | May 19 | 9.31 | 4.20 | 8.66 | ||
| Stocks/Bonds 60/40 ESG | 0.94 | May 19 | 7.09 | 2.17 | 2.64 | ||
| Second Grader's Starter | Paul Farrell | 0.82 | May 19 | 8.53 | 3.88 | 7.87 | |
| Dedalo Eleven | Dedalo Invest | 0.80 | May 19 | 8.13 | 3.75 | 7.40 | |
| Edge Select Aggressive | Merrill Lynch | 0.77 | May 19 | 8.41 | 4.04 | 7.89 | |
| Four Funds | Bogleheads | 0.58 | May 19 | 7.59 | 3.55 | 7.36 | |
| Stocks/Bonds 40/60 Momentum | 0.56 | May 19 | 7.24 | 4.48 | 5.13 | ||
| All Country World 80/20 | 0.56 | May 19 | 7.53 | 3.36 | 7.00 | ||
| Stocks/Bonds 60/40 | 0.55 | May 19 | 6.20 | 2.60 | 3.93 | ||
| Three Funds | Bogleheads | 0.54 | May 19 | 7.50 | 3.46 | 7.30 | |
| LifeStrategy Growth Fund | Vanguard | 0.53 | May 19 | 7.45 | 3.43 | 7.38 | |
| Stocks/Bonds 60/40 with Bitcoin | 0.51 | May 19 | 6.31 | 2.51 | 3.18 | ||
| Edge Select Moderately Aggressive | Merrill Lynch | 0.50 | May 19 | 6.96 | 3.26 | 6.42 | |
| Robust | Alpha Architect | 0.46 | May 19 | 8.68 | 8.93 | 14.13 | |
| Core Four | Rick Ferri | 0.44 | May 19 | 7.52 | 3.69 | 7.18 | |
| Couch Potato | Scott Burns | 0.43 | May 19 | 5.64 | 2.66 | 3.67 | |
| Emerging Markets Stocks | 0.41 | May 19 | 12.68 | 8.27 | 17.37 | ||
| Mid-Twenties | Burton Malkiel | 0.41 | May 19 | 8.22 | 4.22 | 8.67 | |
| Odd-Stats Strategy | Aim Ways | 0.40 | May 19 | 4.30 | 1.74 | 4.37 | |
| Capricciosa Portfolio | Davide Pisicchio | 0.36 | May 19 | 5.55 | 2.31 | 4.67 | |
| Late Thirties to Early Forties | Burton Malkiel | 0.35 | May 19 | 7.96 | 4.06 | 8.37 | |
| Andrew Tobias Portfolio | Andrew Tobias | 0.34 | May 19 | 5.24 | 2.05 | 5.96 | |
| Shield Strategy | Aim Ways | 0.31 | May 19 | 4.31 | 0.89 | 5.88 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 0.30 | May 19 | 6.58 | 3.39 | 6.77 | |
| Developed World ex-US Stocks | 0.27 | May 19 | 7.37 | 4.10 | 14.93 | ||
| Six Ways from Sunday | Scott Burns | 0.27 | May 19 | 3.82 | 5.92 | 11.27 | |
| Seven Value | Scott Burns | 0.25 | May 19 | 4.05 | 5.65 | 11.44 | |
| Robo Advisor 90 Value Tilt | Betterment | 0.24 | May 19 | 8.19 | 4.68 | 11.08 | |
| Stocks/Bonds 40/60 ESG | 0.24 | May 19 | 4.72 | 1.42 | 1.89 | ||
| Margaritaville | Scott Burns | 0.23 | May 19 | 6.40 | 3.22 | 6.99 | |
| US Cash | 0.20 | May 19 | 0.29 | 0.85 | 1.78 | ||
| Five Asset | Roger Gibson | 0.19 | May 19 | 6.88 | 8.86 | 14.17 | |
| Robo Advisor 100 Value Tilt | Betterment | 0.19 | May 19 | 8.44 | 4.45 | 10.91 | |
| Mid-Fifties | Burton Malkiel | 0.18 | May 19 | 7.42 | 3.85 | 7.86 | |
| All Country World 60/40 | 0.17 | May 19 | 5.77 | 2.52 | 5.33 | ||
| US Stocks Value | 0.16 | May 19 | 5.95 | 3.35 | 8.21 | ||
| LifeStrategy Moderate Growth | Vanguard | 0.15 | May 19 | 5.62 | 2.56 | 5.59 | |
| Robo Advisor 80 Value Tilt | Betterment | 0.10 | May 19 | 7.37 | 4.19 | 9.93 | |
| Edge Select Moderate | Merrill Lynch | 0.09 | May 19 | 5.39 | 2.52 | 5.14 | |
| Dimensional Retirement Income Fund | DFA | 0.08 | May 18 | 2.35 | 1.59 | 3.12 | |
| Ivy Portfolio | Mebane Faber | 0.08 | May 19 | 6.68 | 10.55 | 15.90 | |
| Yale Endowment | David Swensen | 0.07 | May 19 | 6.71 | 3.94 | 7.32 | |
| Developed World ex-US 80/20 | 0.07 | May 19 | 5.97 | 3.24 | 11.92 | ||
| Gretchen Tai Portfolio | Gretchen Tai | 0.06 | May 19 | 6.81 | 3.76 | 8.55 | |
| Long Term Portfolio | Ben Stein | 0.05 | May 19 | 7.27 | 4.06 | 8.85 | |
| Four Seasons Portfolio | Davide Pisicchio | 0.01 | May 19 | 4.47 | 1.65 | 4.96 | |
| Late Sixties and Beyond | Burton Malkiel | 0.01 | May 19 | 6.48 | 3.46 | 6.91 | |
| Stocks/Bonds 40/60 | 0.00 | May 19 | 4.15 | 1.73 | 2.79 | ||
| Lazy Portfolio | David Swensen | 0.00 | May 19 | 6.77 | 3.97 | 7.08 | |
| Four Square | Scott Burns | -0.02 | May 19 | 4.83 | 2.32 | 5.12 | |
| Stocks/Bonds 40/60 with Bitcoin | -0.04 | May 19 | 4.25 | 1.64 | 2.03 | ||
| Simple and Cheap | Time Money Inc | -0.06 | May 19 | 5.55 | 2.86 | 5.72 | |
| In Saecula Saeculorum | Fulvio Marchese | -0.08 | May 19 | 4.40 | 1.36 | 4.64 | |
| JP Morgan Balanced Portfolio | JP Morgan | -0.08 | May 19 | 6.02 | 4.41 | 8.49 | |
| Developed World ex-US 60/40 | -0.14 | May 19 | 4.56 | 2.36 | 8.87 | ||
| Talmud Portfolio | Roger Gibson | -0.18 | May 19 | 6.34 | 3.87 | 5.63 | |
| Edge Select Moderately Conservative | Merrill Lynch | -0.20 | May 19 | 3.81 | 1.67 | 3.60 | |
| Coward's Portfolio | Bill Bernstein | -0.20 | May 19 | 5.48 | 3.50 | 8.06 | |
| All Country World 40/60 | -0.22 | May 19 | 4.01 | 1.66 | 3.66 | ||
| LifeStrategy Conservative Growth | Vanguard | -0.23 | May 19 | 3.79 | 1.67 | 3.80 | |
| Five Fold | Scott Burns | -0.24 | May 19 | 5.59 | 3.30 | 6.14 | |
| Short Term Treasury | -0.24 | May 19 | 0.19 | 0.25 | 1.20 | ||
| Sandwich Portfolio | Bob Clyatt | -0.24 | May 19 | 5.24 | 2.86 | 6.27 | |
| Margherita Portfolio | Davide Pisicchio | -0.25 | May 19 | 3.45 | 1.22 | 4.39 | |
| Sheltered Sam 100/0 | Bill Bernstein | -0.25 | May 19 | 7.83 | 4.81 | 13.27 | |
| Family Taxable Portfolio | Ted Aronson | -0.26 | May 19 | 7.38 | 4.78 | 9.76 | |
| Stocks/Bonds 20/80 Momentum | -0.27 | May 19 | 3.67 | 2.24 | 2.81 | ||
| Sheltered Sam 90/10 | Bill Bernstein | -0.27 | May 19 | 7.11 | 4.40 | 12.06 | |
| Robo Advisor 0 | Betterment | -0.28 | May 19 | 0.20 | 0.24 | 1.19 | |
| Ulcer Free Strategy | Aim Ways | -0.29 | May 19 | 3.06 | 1.35 | 4.01 | |
| No Brainer Portfolio | Bill Bernstein | -0.29 | May 19 | 7.18 | 4.22 | 9.25 | |
| Tilt Toward Value | Time Money Inc | -0.29 | May 19 | 5.39 | 2.99 | 6.23 | |
| Sheltered Sam 80/20 | Bill Bernstein | -0.29 | May 19 | 6.39 | 3.99 | 10.85 | |
| Dynamic 60/40 Income | The Lazy Team | -0.30 | May 19 | 4.95 | 2.56 | 4.67 | |
| Lifepath Fund | iShares | -0.31 | May 19 | 3.98 | 1.96 | 4.13 | |
| One-Decision Portfolio | Marvin Appel | -0.31 | May 19 | 4.85 | 3.18 | 5.54 | |
| Sheltered Sam 70/30 | Bill Bernstein | -0.32 | May 19 | 5.67 | 3.57 | 9.64 | |
| 7Twelve Portfolio | Craig Israelsen | -0.32 | May 19 | 5.79 | 9.11 | 14.02 | |
| Robo Advisor 10 Value Tilt | Betterment | -0.32 | May 19 | 1.11 | 0.66 | 2.08 | |
| Dynamic 40/60 Income | The Lazy Team | -0.32 | May 19 | 3.71 | 1.21 | 2.95 | |
| Sheltered Sam 60/40 | Bill Bernstein | -0.34 | May 19 | 4.95 | 3.15 | 8.43 | |
| Developed World ex-US 40/60 | -0.34 | May 19 | 3.14 | 1.45 | 5.77 | ||
| Nano Portfolio | John Wasik | -0.34 | May 19 | 5.08 | 2.83 | 5.73 | |
| Sheltered Sam 50/50 | Bill Bernstein | -0.36 | May 19 | 4.22 | 2.72 | 7.22 | |
| Stocks/Bonds 40/60 2x Leveraged | -0.37 | May 19 | 7.58 | 1.77 | 1.91 | ||
| Robo Advisor 20 Value Tilt | Betterment | -0.37 | May 19 | 2.03 | 1.09 | 3.00 | |
| Sheltered Sam 40/60 | Bill Bernstein | -0.38 | May 19 | 3.49 | 2.30 | 6.01 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | -0.38 | May 19 | 3.07 | 0.79 | 2.87 | |
| Robo Advisor 50 Value Tilt | Betterment | -0.39 | May 19 | 4.68 | 2.36 | 5.81 | |
| Sheltered Sam 30/70 | Bill Bernstein | -0.40 | May 19 | 2.76 | 1.86 | 4.79 | |
| Aim comfortable trip | Aim Ways | -0.40 | May 19 | 3.09 | 1.06 | 7.36 | |
| Edge Select Conservative | Merrill Lynch | -0.40 | May 19 | 2.03 | 1.14 | 2.89 | |
| Desert Portfolio | Gyroscopic Investing | -0.41 | May 19 | 2.83 | 0.73 | 3.90 | |
| Gone Fishin' Portfolio | Alexander Green | -0.42 | May 19 | 6.58 | 3.70 | 10.83 | |
| Cape US Sector Value | Robert Shiller | -0.42 | May 19 | 5.50 | -1.21 | 3.92 | |
| GAA Global Asset Allocation | Mebane Faber | -0.42 | May 19 | 4.10 | 3.41 | 7.12 | |
| Sheltered Sam 20/80 | Bill Bernstein | -0.42 | May 19 | 2.02 | 1.43 | 3.58 | |
| Gold Pivot Ptf | Aim Ways | -0.43 | May 19 | 2.14 | -0.63 | 6.99 | |
| Sheltered Sam 10/90 | Bill Bernstein | -0.44 | May 19 | 1.29 | 0.99 | 2.37 | |
| Global Market Portfolio | Credit Suisse | -0.45 | May 19 | 4.30 | 2.06 | 4.13 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | -0.45 | May 19 | 8.10 | 5.01 | 13.72 | |
| Sheltered Sam 0/100 | Bill Bernstein | -0.46 | May 19 | 0.55 | 0.54 | 1.15 | |
| Rob Arnott Portfolio | Rob Arnott | -0.49 | May 19 | 3.66 | 4.36 | 6.64 | |
| Big Rocks Portfolio | Larry Swedroe | -0.51 | May 19 | 5.05 | 3.36 | 8.50 | |
| Developed World ex-US 20/80 | -0.54 | May 19 | 1.69 | 0.53 | 2.62 | ||
| Ideal Index | Frank Armstrong | -0.55 | May 19 | 5.89 | 3.88 | 9.55 | |
| Stocks/Bonds 20/80 | -0.55 | May 19 | 2.13 | 0.86 | 1.64 | ||
| Eliminate Fat Tails | Larry Swedroe | -0.58 | May 19 | 4.00 | 3.19 | 6.12 | |
| Ultimate Buy&Hold | FundAdvice | -0.59 | May 19 | 4.97 | 3.13 | 8.57 | |
| All Country World 20/80 | -0.60 | May 19 | 2.26 | 0.80 | 1.99 | ||
| LifeStrategy Income Fund | Vanguard | -0.61 | May 19 | 1.98 | 0.77 | 1.99 | |
| Simple Money Portfolio | Tim Maurer | -0.66 | May 19 | 4.31 | 2.55 | 8.44 | |
| Conservative Income | Charles Schwab | -0.68 | May 19 | 0.88 | 0.77 | 1.49 | |
| Pinwheel | Tyler | -0.69 | May 19 | 5.66 | 3.07 | 9.52 | |
| Developed World ex-US Stocks Momentum | -0.72 | May 19 | 8.12 | 2.43 | 12.89 | ||
| PISI Portfolio | Davide Pisicchio | -0.73 | May 19 | 2.79 | 0.70 | 3.56 | |
| Developed World ex-US 60/40 Momentum | -0.73 | May 19 | 4.97 | 1.33 | 7.67 | ||
| Developed World ex-US 40/60 Momentum | -0.74 | May 19 | 3.39 | 0.76 | 4.98 | ||
| Total Bond Developed World ex-US | -0.74 | May 19 | 0.23 | -0.41 | -0.59 | ||
| Talmud Portfolio 2x Leveraged | Roger Gibson | -0.77 | May 19 | 12.54 | 6.61 | 7.90 | |
| US Inflation Protection | -0.79 | May 19 | 1.09 | 0.98 | 1.09 | ||
| Golden Ratio Portfolio | Frank Vasquez | -0.83 | May 19 | 4.32 | 1.83 | 7.00 | |
| European Stocks | -0.83 | May 19 | 5.71 | 0.05 | 10.06 | ||
| All Weather Portfolio | Ray Dalio | -0.84 | May 19 | 3.20 | 2.83 | 5.06 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | -0.86 | May 19 | 3.33 | 2.55 | 3.80 | |
| US Stocks Equal Weight | -0.89 | May 19 | 6.00 | 3.15 | 9.15 | ||
| Permanent Portfolio with Bitcoin | Harry Browne | -0.92 | May 19 | 2.14 | -0.13 | 4.50 | |
| Aggressive Global Income | The Lazy Team | -0.93 | May 19 | 4.48 | 4.52 | 12.05 | |
| Permanent Portfolio | Harry Browne | -0.94 | May 19 | 1.91 | -0.19 | 5.50 | |
| Marc Faber Portfolio | Marc Faber | -0.95 | May 19 | 4.14 | 1.67 | 9.52 | |
| Coffeehouse | Bill Schultheis | -0.97 | May 19 | 5.25 | 3.52 | 7.82 | |
| All Country World Bonds | -0.99 | May 19 | 0.53 | -0.07 | 0.30 | ||
| High Yield Bonds Income | The Lazy Team | -1.08 | May 19 | 1.52 | 0.21 | 1.41 | |
| Total Bond US | -1.10 | May 19 | 0.15 | -0.01 | 0.50 | ||
| Ark Tech Portfolio | Cathie Wood | -1.10 | May 19 | 13.37 | 0.90 | -9.47 | |
| Simplified Permanent Portfolio | The Lazy Team | -1.13 | May 19 | 1.98 | -0.27 | 5.71 | |
| Larry Portfolio | Larry Swedroe | -1.21 | May 19 | 2.85 | 1.86 | 5.26 | |
| Cockroach Portfolio | Tony Dong | -1.38 | May 19 | 0.59 | 0.03 | 7.51 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | -1.39 | May 19 | 5.02 | -0.43 | 4.16 | |
| Golden Butterfly with Bitcoin | Tyler | -1.49 | May 19 | 3.61 | 1.22 | 6.80 | |
| Golden Butterfly | Tyler | -1.51 | May 19 | 3.38 | 1.16 | 7.83 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | -1.55 | May 19 | 3.49 | 2.79 | 7.01 | |
| 10-year Treasury | -1.64 | May 19 | -0.15 | -0.06 | -0.07 | ||
| Paul Boyer Portfolio | Paul Boyer | -1.77 | May 19 | 2.32 | 0.71 | 8.07 | |
| Weird Portfolio | Value Stock Geek | -1.99 | May 19 | 4.35 | 2.12 | 10.82 | |
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | -2.21 | May 19 | 3.40 | -2.81 | 8.02 | |
| Gold | -2.89 | May 19 | -1.54 | -4.78 | 15.09 | ||
| Golden Butterfly 2x Leveraged | Tyler | -2.91 | May 19 | 7.11 | 0.78 | 12.89 | |
