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
DBC
Commodities 10.47 -5.31 20.55
QQQ
US Technology -6.57 3.15 10.89
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
EFA
EAFE Stocks 1.64 4.82 6.46
CWB
US Convertible Bonds -5.46 1.16 9.82
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
PFF
US Preferred Stocks 0.40 -1.80 -1.44
EMB
Emerg. Market Bonds -1.44 0.07 0.59
HYG
US High Yield Bonds -0.15 0.37 0.92
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
IJR
US Small Cap Blend -1.92 6.42 15.04
BND
US Total Bond Market -1.28 -0.74 -0.75
TIP
US TIPS -0.68 -0.95 0.02
BNDX
International Bonds -1.14 0.12 -0.29
BIL
US Cash 0.34 0.93 1.78
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.
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 Monthly Return (%)
Return (%) as of Jul 26
Portfolio Author Aug 26▾ Time(ET) 1M 3M 6M
Ark Tech Portfolio Cathie Wood 17.06 Aug 26 -9.69 2.94 3.86
Gold 13.40 Aug 26 0.86 -12.30 -16.50
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 8.85 Aug 26 -1.74 -6.43 -9.06
Golden Butterfly 2x Leveraged Tyler 7.35 Aug 26 -2.52 -2.36 -1.60
All Weather Portfolio 2x Leveraged Ray Dalio 5.72 Aug 26 -1.87 -3.06 -0.36
Gold Pivot Ptf Aim Ways 5.54 Aug 26 -1.25 -3.47 -4.08
Desert Portfolio 2x Leveraged Gyroscopic Investing 5.06 Aug 26 -2.12 -2.48 -2.90
Emerging Markets Stocks 4.81 Aug 26 -6.31 0.68 9.01
Permanent Portfolio with Bitcoin Harry Browne 4.75 Aug 26 -0.89 -2.60 -2.73
Paul Boyer Portfolio Paul Boyer 4.58 Aug 26 -2.08 -2.75 -2.06
Permanent Portfolio Harry Browne 4.51 Aug 26 -0.97 -2.55 -2.73
Simplified Permanent Portfolio The Lazy Team 4.40 Aug 26 -0.63 -2.66 -2.91
Marc Faber Portfolio Marc Faber 4.33 Aug 26 0.18 -1.48 0.16
Shield Strategy Aim Ways 4.23 Aug 26 -1.53 -1.28 -0.40
Golden Butterfly with Bitcoin Tyler 4.16 Aug 26 -0.83 -0.96 0.25
Cockroach Portfolio Tony Dong 4.09 Aug 26 0.42 -1.27 -1.24
Developed World ex-US Stocks 4.01 Aug 26 -0.88 3.19 7.42
Weird Portfolio Value Stock Geek 4.00 Aug 26 0.13 -0.69 1.41
Golden Butterfly Tyler 3.92 Aug 26 -0.90 -0.91 0.24
US Stocks Minimum Volatility 3.70 Aug 26 1.52 3.80 3.84
Golden Ratio Portfolio Frank Vasquez 3.50 Aug 26 -1.22 -0.68 1.14
Stocks/Bonds 60/40 2x Leveraged 3.41 Aug 26 -1.60 2.86 6.29
Technology 3.40 Aug 26 -6.57 3.15 10.89
US Stocks Equal Weight 3.30 Aug 26 1.05 6.10 9.43
Developed World ex-US 80/20 3.26 Aug 26 -0.93 2.62 5.94
All Country World Stocks 3.21 Aug 26 -0.69 3.45 7.80
All Weather Portfolio with Bitcoin Ray Dalio 3.18 Aug 26 -1.05 -1.44 1.07
Developed World ex-US Stocks Momentum 3.16 Aug 26 -2.19 1.61 4.07
Aim comfortable trip Aim Ways 3.13 Aug 26 -0.23 0.29 1.36
Robo Advisor 90 Value Tilt Betterment 3.06 Aug 26 -1.15 3.43 8.27
Aggressive Portfolio Lyn Alden 2.96 Aug 26 -0.64 2.54 6.26
Robo Advisor 100 Value Tilt Betterment 2.91 Aug 26 -0.46 4.27 8.91
In Saecula Saeculorum Fulvio Marchese 2.89 Aug 26 -0.74 0.31 1.67
Dedalo Three Dedalo Invest 2.87 Aug 26 -0.55 4.02 8.47
Moderate Portfolio Lyn Alden 2.86 Aug 26 -0.94 2.08 5.40
All Weather Portfolio Ray Dalio 2.84 Aug 26 -1.01 -1.33 1.46
Odd-Stats Strategy Aim Ways 2.82 Aug 26 -1.59 0.20 1.95
Pinwheel Tyler 2.81 Aug 26 -0.18 1.36 4.46
Robo Advisor 80 Value Tilt Betterment 2.80 Aug 26 -1.19 3.02 7.33
US Stocks ESG 2.80 Aug 26 -0.17 5.19 9.06
Four Seasons Portfolio Davide Pisicchio 2.79 Aug 26 -0.74 0.27 1.93
Second Grader's Starter Paul Farrell 2.77 Aug 26 -0.75 3.36 7.37
Gone Fishin' Portfolio Alexander Green 2.77 Aug 26 -1.59 1.71 5.48
Stocks/Bonds 40/60 2x Leveraged 2.75 Aug 26 -2.17 0.86 2.65
Sheltered Sam 100/0 Bill Bernstein 2.73 Aug 26 0.11 4.51 9.54
US Stocks 2.72 Aug 26 -0.49 4.26 8.77
All Country World 80/20 2.71 Aug 26 -0.80 2.74 6.19
Desert Portfolio with Bitcoin Gyroscopic Investing 2.71 Aug 26 -0.31 -0.34 0.45
Edge Select Aggressive Merrill Lynch 2.69 Aug 26 -1.27 3.06 7.22
Diavola Portfolio Davide Pisicchio 2.67 Aug 26 -2.10 3.55 8.41
Conservative Portfolio Lyn Alden 2.66 Aug 26 -0.13 1.63 4.40
Perfect Portfolio Ben Stein 2.66 Aug 26 -0.44 2.74 7.63
PISI Portfolio Davide Pisicchio 2.62 Aug 26 -0.98 -0.65 0.04
Ulcer Free Strategy Aim Ways 2.59 Aug 26 -2.43 -1.24 0.09
US Stocks Value 2.59 Aug 26 1.94 4.08 7.56
Three Funds Bogleheads 2.58 Aug 26 -0.82 2.88 6.44
Margherita Portfolio Davide Pisicchio 2.57 Aug 26 -0.75 -0.22 0.99
LifeStrategy Growth Fund Vanguard 2.56 Aug 26 -0.82 2.90 6.43
Four Funds Bogleheads 2.56 Aug 26 -0.77 2.86 6.51
Ultimate Buy and Hold Strategy Paul Merriman 2.56 Aug 26 0.30 4.07 9.29
Dedalo Eleven Dedalo Invest 2.55 Aug 26 -1.10 2.95 6.80
Developed World ex-US 60/40 2.51 Aug 26 -0.98 2.03 4.43
GAA Global Asset Allocation Mebane Faber 2.51 Aug 26 -0.78 -0.28 3.12
Sheltered Sam 90/10 Bill Bernstein 2.50 Aug 26 0.08 4.08 8.66
Gretchen Tai Portfolio Gretchen Tai 2.48 Aug 26 -1.35 2.25 6.09
Family Taxable Portfolio Ted Aronson 2.48 Aug 26 -2.50 2.39 7.29
Desert Portfolio Gyroscopic Investing 2.47 Aug 26 -0.39 -0.29 0.44
Warren Buffett Portfolio Warren Buffett 2.45 Aug 26 -0.07 3.93 7.75
Mid-Twenties Burton Malkiel 2.44 Aug 26 -0.92 3.14 7.49
Stocks/Bonds 60/40 with Bitcoin 2.44 Aug 26 -0.69 2.00 4.56
Late Thirties to Early Forties Burton Malkiel 2.37 Aug 26 -0.84 3.11 7.30
Edge Select Moderately Aggressive Merrill Lynch 2.36 Aug 26 -1.22 2.40 5.74
Capricciosa Portfolio Davide Pisicchio 2.36 Aug 26 -0.79 1.38 3.72
Dedalo Four Dedalo Invest 2.35 Aug 26 -0.66 3.27 6.73
Stocks/Bonds 80/20 2.34 Aug 26 -0.64 3.30 6.88
European Stocks 2.33 Aug 26 2.32 5.38 5.43
Talmud Portfolio 2x Leveraged Roger Gibson 2.31 Aug 26 0.21 2.07 8.82
Margaritaville Scott Burns 2.29 Aug 26 -0.75 2.13 5.42
Core Four Rick Ferri 2.29 Aug 26 -0.53 2.92 6.71
Sheltered Sam 80/20 Bill Bernstein 2.28 Aug 26 0.06 3.63 7.76
Simple Path to Wealth JL Collins 2.25 Aug 26 -0.68 3.06 6.41
All Country World 60/40 2.20 Aug 26 -0.90 2.01 4.58
Mid-Fifties Burton Malkiel 2.15 Aug 26 -0.69 2.96 6.92
Seven Value Scott Burns 2.11 Aug 26 1.92 2.48 8.27
LifeStrategy Moderate Growth Vanguard 2.09 Aug 26 -0.92 2.09 4.70
Jane Bryant Quinn Portfolio Jane Bryant Quinn 2.09 Aug 26 -0.42 2.52 5.99
Stocks/Bonds 40/60 with Bitcoin 2.06 Aug 26 -0.84 0.99 2.65
Cape US Sector Value Robert Shiller 2.06 Aug 26 1.40 1.30 0.07
Sheltered Sam 70/30 Bill Bernstein 2.05 Aug 26 0.03 3.18 6.86
US Stocks Quality 2.05 Aug 26 -0.05 6.01 8.77
Five Asset Roger Gibson 2.02 Aug 26 2.22 0.67 9.59
Developed World ex-US 60/40 Momentum 2.01 Aug 26 -1.80 1.04 2.38
Stocks/Bonds 60/40 ESG 2.01 Aug 26 -0.62 2.83 5.06
Pepperoni Portfolio Davide Pisicchio 1.98 Aug 26 -1.43 2.39 5.83
Edge Select Moderate Merrill Lynch 1.97 Aug 26 -1.22 1.74 4.30
Stocks/Bonds 60/40 1.97 Aug 26 -0.79 2.33 4.99
Long Term Portfolio Ben Stein 1.97 Aug 26 -0.27 3.43 7.63
Ivy Portfolio Mebane Faber 1.95 Aug 26 2.63 0.13 10.69
Six Ways from Sunday Scott Burns 1.94 Aug 26 2.10 1.75 7.77
Andrew Tobias Portfolio Andrew Tobias 1.88 Aug 26 0.44 3.18 5.30
No Brainer Portfolio Bill Bernstein 1.87 Aug 26 -0.79 3.56 7.93
Sheltered Sam 60/40 Bill Bernstein 1.83 Aug 26 0.00 2.72 5.96
Robo Advisor 50 Value Tilt Betterment 1.82 Aug 26 -0.91 2.01 4.42
Ideal Index Frank Armstrong 1.79 Aug 26 -0.30 3.22 7.23
JP Morgan Balanced Portfolio JP Morgan 1.78 Aug 26 0.09 2.21 6.71
Four Square Scott Burns 1.78 Aug 26 -0.85 1.63 3.99
Late Sixties and Beyond Burton Malkiel 1.78 Aug 26 -0.39 2.75 6.31
Global Market Portfolio Credit Suisse 1.77 Aug 26 -1.69 0.86 2.94
Developed World ex-US 40/60 1.77 Aug 26 -1.03 1.42 2.89
Simple and Cheap Time Money Inc 1.76 Aug 26 -0.58 2.07 4.99
Yale Endowment David Swensen 1.76 Aug 26 -0.29 2.34 6.38
7Twelve Portfolio Craig Israelsen 1.76 Aug 26 1.75 0.45 9.60
Ultimate Buy&Hold FundAdvice 1.73 Aug 26 0.10 2.37 5.58
All Country World 40/60 1.70 Aug 26 -1.02 1.25 2.94
Sandwich Portfolio Bob Clyatt 1.69 Aug 26 -0.56 1.84 4.75
Lazy Portfolio David Swensen 1.69 Aug 26 -0.32 2.29 6.35
Tilt Toward Value Time Money Inc 1.68 Aug 26 -0.47 2.36 5.42
Coward's Portfolio Bill Bernstein 1.67 Aug 26 -0.47 2.98 6.58
Couch Potato Scott Burns 1.67 Aug 26 -0.59 1.71 4.42
Simple Money Portfolio Tim Maurer 1.64 Aug 26 0.83 2.97 5.60
LifeStrategy Conservative Growth Vanguard 1.62 Aug 26 -1.02 1.26 2.95
Stocks/Bonds 40/60 ESG 1.61 Aug 26 -0.86 1.62 3.06
Sheltered Sam 50/50 Bill Bernstein 1.60 Aug 26 -0.03 2.25 5.04
Edge Select Moderately Conservative Merrill Lynch 1.59 Aug 26 -1.14 1.08 2.77
Stocks/Bonds 40/60 1.59 Aug 26 -0.95 1.33 3.08
Lifepath Fund iShares 1.59 Aug 26 -0.94 1.25 3.24
Robust Alpha Architect 1.55 Aug 26 -2.35 2.57 11.73
US Stocks Momentum 1.47 Aug 26 -12.61 5.61 17.31
Coffeehouse Bill Schultheis 1.47 Aug 26 -0.50 2.81 6.44
Big Rocks Portfolio Larry Swedroe 1.43 Aug 26 0.28 3.15 6.62
Developed World ex-US 40/60 Momentum 1.43 Aug 26 -1.59 0.74 1.51
Rob Arnott Portfolio Rob Arnott 1.41 Aug 26 0.19 -0.17 4.18
Sheltered Sam 40/60 Bill Bernstein 1.37 Aug 26 -0.06 1.78 4.12
Five Fold Scott Burns 1.36 Aug 26 -0.13 2.05 5.42
Stocks/Bonds 80/20 Momentum 1.34 Aug 26 -10.86 4.47 13.76
Dynamic 40/60 Income The Lazy Team 1.29 Aug 26 -0.31 0.67 1.88
Nano Portfolio John Wasik 1.28 Aug 26 0.41 2.28 5.17
Stocks/Bonds 60/40 Momentum 1.22 Aug 26 -8.89 3.26 10.17
Stocks/Bonds 20/80 1.21 Aug 26 -1.11 0.31 1.17
Larry Portfolio Larry Swedroe 1.21 Aug 26 -0.79 0.70 2.57
All Country World 20/80 1.19 Aug 26 -1.13 0.48 1.28
High Yield Bonds Income The Lazy Team 1.17 Aug 26 -1.43 -0.33 -0.12
Eliminate Fat Tails Larry Swedroe 1.16 Aug 26 -1.54 1.15 4.37
Sheltered Sam 30/70 Bill Bernstein 1.15 Aug 26 -0.09 1.30 3.18
LifeStrategy Income Fund Vanguard 1.14 Aug 26 -1.13 0.40 1.18
Stocks/Bonds 40/60 Momentum 1.09 Aug 26 -6.67 1.99 6.56
Dimensional Retirement Income Fund DFA 1.09 Aug 25 -0.33 0.41 2.10
Talmud Portfolio Roger Gibson 1.07 Aug 26 0.33 2.45 6.42
Edge Select Conservative Merrill Lynch 1.06 Aug 26 -0.67 0.94 2.09
Developed World ex-US 20/80 1.02 Aug 26 -1.08 0.78 1.32
Aggressive Global Income The Lazy Team 1.01 Aug 26 1.93 3.58 8.26
Dynamic 60/40 Income The Lazy Team 0.99 Aug 26 0.53 1.41 4.00
Robo Advisor 20 Value Tilt Betterment 0.98 Aug 26 -0.41 0.94 2.03
Stocks/Bonds 20/80 Momentum 0.96 Aug 26 -4.16 0.66 2.92
Sheltered Sam 20/80 Bill Bernstein 0.92 Aug 26 -0.12 0.80 2.24
One-Decision Portfolio Marvin Appel 0.85 Aug 26 0.16 2.24 5.49
Total Bond US 0.84 Aug 26 -1.28 -0.74 -0.75
10-year Treasury 0.74 Aug 26 -1.39 -1.16 -1.22
Sheltered Sam 10/90 Bill Bernstein 0.70 Aug 26 -0.15 0.30 1.30
Robo Advisor 10 Value Tilt Betterment 0.69 Aug 26 -0.17 0.59 1.26
All Country World Bonds 0.68 Aug 26 -1.25 -0.32 -0.39
US Inflation Protection 0.62 Aug 26 -0.68 -0.95 0.02
Conservative Income Charles Schwab 0.57 Aug 26 -0.47 0.00 0.77
Sheltered Sam 0/100 Bill Bernstein 0.47 Aug 26 -0.18 -0.20 0.34
Robo Advisor 0 Betterment 0.39 Aug 26 0.11 0.25 0.50
Short Term Treasury 0.37 Aug 26 0.16 0.30 0.55
Total Bond Developed World ex-US 0.27 Aug 26 -1.14 0.12 -0.29
US Cash 0.24 Aug 26 0.34 0.93 1.78
Berkshire Hathaway Warren Buffett -1.26 Aug 26 2.37 7.68 6.10