Last Update - 30 September 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 Sep 26
Ticker Asset Class 1M 3M 6M
TLT
US Long Term Treasuries -5.38 -8.95 -8.18
DBC
Commodities 3.26 21.23 11.64
VNQ
US REITs -6.26 -6.25 2.82
IJR
US Small Cap Blend -5.53 -7.94 10.16
LQD
US Invest. Grade Bonds -3.39 -5.18 -3.99
TIP
US TIPS -2.60 -3.29 -2.50
BND
US Total Bond Market -2.55 -3.45 -2.78
EMB
Emerg. Market Bonds -3.73 -4.58 -0.71
BNDX
International Bonds -1.18 -2.51 -1.04
VTI
US Total Stock Market -0.78 1.39 17.29
HYG
US High Yield Bonds -2.73 -2.00 0.01
SPY
US Large Cap Blend -0.33 2.38 17.86
BIL
US Cash 0.28 0.90 1.79
VT
World All Countries -1.43 0.83 14.83
EFA
EAFE Stocks -3.31 0.01 8.65
PFF
US Preferred Stocks -2.62 -1.87 0.03
GLD
Gold -6.75 3.38 -11.49
QQQ
US Technology 3.32 0.56 28.44
CWB
US Convertible Bonds -0.84 -5.74 11.47
EEM
Emerging Markets -0.34 -2.37 18.22
IJH
US Mid Cap Blend -4.22 -6.41 7.14
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 Oct 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 Sep 26
Portfolio Author Oct 26▾ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 8.45 Oct 27 -1.27 -0.25 4.02
All Weather Portfolio 2x Leveraged Ray Dalio 6.44 Oct 27 -6.63 -3.81 -1.66
US Stocks Minimum Volatility 5.76 Oct 27 -3.70 1.35 5.74
US Stocks Value 4.83 Oct 27 -3.21 0.55 8.76
Cockroach Portfolio Tony Dong 4.65 Oct 27 -4.23 -2.05 -3.13
US Stocks Equal Weight 4.57 Oct 27 -4.83 -1.87 9.22
Talmud Portfolio 2x Leveraged Roger Gibson 4.22 Oct 27 -6.96 -6.68 6.97
Cape US Sector Value Robert Shiller 3.55 Oct 27 -6.19 -4.41 0.74
Stocks/Bonds 40/60 2x Leveraged 3.25 Oct 27 -4.27 -4.21 6.24
Aggressive Global Income The Lazy Team 3.16 Oct 27 -4.22 -2.05 4.00
Seven Value Scott Burns 3.02 Oct 27 -2.89 0.95 5.60
All Weather Portfolio Ray Dalio 2.78 Oct 27 -2.68 -1.33 1.49
Six Ways from Sunday Scott Burns 2.75 Oct 27 -2.80 1.18 4.67
All Weather Portfolio with Bitcoin Ray Dalio 2.66 Oct 27, 08:00PM -2.57 -1.07 1.82
Stocks/Bonds 60/40 2x Leveraged 2.62 Oct 27 -3.15 -1.62 15.18
Desert Portfolio 2x Leveraged Gyroscopic Investing 2.58 Oct 27 -5.49 -4.38 0.05
10-year Treasury 2.36 Oct 27 -3.35 -4.58 -4.51
US Inflation Protection 2.18 Oct 27 -2.60 -3.29 -2.50
Rob Arnott Portfolio Rob Arnott 2.09 Oct 27 -2.08 -0.71 2.55
Coffeehouse Bill Schultheis 2.09 Oct 27 -3.46 -3.30 5.17
Talmud Portfolio Roger Gibson 2.03 Oct 27 -3.20 -2.75 5.61
Total Bond US 2.02 Oct 27 -2.55 -3.45 -2.78
Golden Butterfly 2x Leveraged Tyler 1.97 Oct 27 -7.81 -6.91 -0.13
High Yield Bonds Income The Lazy Team 1.93 Oct 27 -3.49 -4.11 -1.57
Stocks/Bonds 20/80 1.81 Oct 27 -2.16 -2.40 1.10
One-Decision Portfolio Marvin Appel 1.73 Oct 27 -2.56 -2.19 4.68
Weird Portfolio Value Stock Geek 1.71 Oct 27 -5.37 -3.21 0.17
All Country World Bonds 1.66 Oct 27 -2.25 -3.29 -1.86
Ivy Portfolio Mebane Faber 1.65 Oct 27 -1.12 3.66 7.89
Golden Butterfly Tyler 1.61 Oct 27 -3.86 -2.22 1.07
Stocks/Bonds 40/60 1.60 Oct 27 -1.79 -1.40 5.05
Sheltered Sam 100/0 Bill Bernstein 1.60 Oct 27 -3.37 -1.48 10.91
Nano Portfolio John Wasik 1.59 Oct 27 -3.11 -2.28 4.59
Five Asset Roger Gibson 1.59 Oct 27 -1.42 2.86 8.28
Couch Potato Scott Burns 1.58 Oct 27 -1.64 -0.84 7.17
Sheltered Sam 90/10 Bill Bernstein 1.57 Oct 27 -3.19 -1.48 9.74
Golden Butterfly with Bitcoin Tyler 1.56 Oct 27, 08:00PM -3.64 -1.75 1.67
Conservative Income Charles Schwab 1.55 Oct 27 -1.99 -2.34 -1.02
Sheltered Sam 80/20 Bill Bernstein 1.53 Oct 27 -3.01 -1.48 8.57
PISI Portfolio Davide Pisicchio 1.50 Oct 27 -2.85 -1.98 1.09
Sheltered Sam 70/30 Bill Bernstein 1.49 Oct 27 -2.83 -1.47 7.39
Stocks/Bonds 40/60 with Bitcoin 1.48 Oct 27, 08:00PM -1.65 -0.84 5.29
Sheltered Sam 60/40 Bill Bernstein 1.46 Oct 27 -2.64 -1.47 6.21
Golden Ratio Portfolio Frank Vasquez 1.45 Oct 27 -2.81 -1.46 3.36
Sheltered Sam 50/50 Bill Bernstein 1.42 Oct 27 -2.44 -1.47 5.03
Tilt Toward Value Time Money Inc 1.40 Oct 27 -2.56 -1.94 6.28
Stocks/Bonds 60/40 1.40 Oct 27 -1.44 -0.43 9.06
Sheltered Sam 40/60 Bill Bernstein 1.38 Oct 27 -2.24 -1.47 3.85
LifeStrategy Income Fund Vanguard 1.38 Oct 27 -1.99 -2.36 1.11
GAA Global Asset Allocation Mebane Faber 1.37 Oct 27 -2.25 -0.99 3.59
Sheltered Sam 30/70 Bill Bernstein 1.35 Oct 27 -2.03 -1.46 2.66
7Twelve Portfolio Craig Israelsen 1.35 Oct 27 -1.12 2.53 7.09
Global Market Portfolio Credit Suisse 1.33 Oct 27 -2.48 -2.88 3.92
Sheltered Sam 20/80 Bill Bernstein 1.31 Oct 27 -1.82 -1.46 1.46
All Country World 20/80 1.31 Oct 27 -2.07 -2.40 1.44
Dimensional Retirement Income Fund DFA 1.31 Oct 27 -2.44 -1.99 1.16
Lifepath Fund iShares 1.28 Oct 27 -2.15 -1.88 4.28
Simple Money Portfolio Tim Maurer 1.28 Oct 27 -2.92 -1.03 5.43
Sheltered Sam 10/90 Bill Bernstein 1.27 Oct 27 -1.60 -1.46 0.27
Stocks/Bonds 60/40 with Bitcoin 1.27 Oct 27, 08:00PM -1.30 0.12 9.32
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 1.26 Oct 27 -6.75 -3.23 -4.71
Simple Path to Wealth JL Collins 1.24 Oct 27 -1.19 0.27 12.11
Sheltered Sam 0/100 Bill Bernstein 1.24 Oct 27 -1.37 -1.45 -0.93
Edge Select Conservative Merrill Lynch 1.22 Oct 27 -1.69 -1.61 2.02
Late Sixties and Beyond Burton Malkiel 1.21 Oct 27 -2.60 -1.88 7.76
Stocks/Bonds 80/20 1.19 Oct 27 -1.10 0.50 13.14
Stocks/Bonds 40/60 ESG 1.17 Oct 27 -1.45 -0.80 6.48
Big Rocks Portfolio Larry Swedroe 1.16 Oct 27 -2.48 -1.35 6.60
Total Bond Developed World ex-US 1.14 Oct 27 -1.18 -2.51 -1.04
Odd-Stats Strategy Aim Ways 1.13 Oct 27 -1.95 -1.44 4.66
In Saecula Saeculorum Fulvio Marchese 1.13 Oct 27 -2.18 -0.68 4.78
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.12 Oct 27 -2.28 -1.15 8.46
Five Fold Scott Burns 1.12 Oct 27 -2.67 -2.24 5.48
Permanent Portfolio Harry Browne 1.10 Oct 27 -3.07 -0.85 -0.56
JP Morgan Balanced Portfolio JP Morgan 1.05 Oct 27 -2.00 -0.44 7.78
Permanent Portfolio with Bitcoin Harry Browne 1.05 Oct 27, 08:00PM -2.84 -0.35 0.03
Edge Select Moderately Conservative Merrill Lynch 1.01 Oct 27 -1.93 -1.75 4.28
LifeStrategy Conservative Growth Vanguard 1.00 Oct 27 -1.84 -1.59 4.50
US Stocks 0.98 Oct 27 -0.78 1.39 17.29
Yale Endowment David Swensen 0.97 Oct 27 -2.63 -1.89 7.46
Simple and Cheap Time Money Inc 0.96 Oct 27 -2.23 -1.57 6.67
All Country World 40/60 0.96 Oct 27 -1.90 -1.54 4.75
Coward's Portfolio Bill Bernstein 0.93 Oct 27 -2.10 -1.36 7.66
Conservative Portfolio Lyn Alden 0.93 Oct 27 -2.58 -0.88 6.40
Robo Advisor 50 Value Tilt Betterment 0.92 Oct 27 -2.27 -1.82 5.81
Desert Portfolio Gyroscopic Investing 0.89 Oct 27 -2.09 -0.70 2.22
Larry Portfolio Larry Swedroe 0.88 Oct 27 -2.52 -2.52 1.77
Simplified Permanent Portfolio The Lazy Team 0.86 Oct 27 -3.50 -1.11 -1.21
Lazy Portfolio David Swensen 0.85 Oct 27 -2.55 -1.89 7.49
Stocks/Bonds 60/40 ESG 0.85 Oct 27 -1.01 0.42 11.26
Desert Portfolio with Bitcoin Gyroscopic Investing 0.84 Oct 27, 08:00PM -1.86 -0.20 2.84
Robo Advisor 20 Value Tilt Betterment 0.81 Oct 27 -1.43 -1.17 2.20
Warren Buffett Portfolio Warren Buffett 0.81 Oct 27 -0.22 2.31 16.46
Ultimate Buy&Hold FundAdvice 0.80 Oct 27 -2.62 -1.36 5.90
Ideal Index Frank Armstrong 0.78 Oct 27 -2.72 -1.97 7.48
Dynamic 60/40 Income The Lazy Team 0.77 Oct 27 -2.61 -1.81 3.95
Dedalo Four Dedalo Invest 0.74 Oct 27 -1.02 0.52 12.90
Capricciosa Portfolio Davide Pisicchio 0.72 Oct 27 -1.55 -0.45 7.38
Robo Advisor 10 Value Tilt Betterment 0.72 Oct 27 -1.04 -0.77 1.10
Developed World ex-US 20/80 0.71 Oct 27 -1.58 -2.10 1.43
Core Four Rick Ferri 0.69 Oct 27 -1.96 -0.64 10.53
Mid-Fifties Burton Malkiel 0.66 Oct 27 -2.39 -1.54 9.65
Dedalo Three Dedalo Invest 0.66 Oct 27 -0.98 1.22 16.54
Edge Select Moderate Merrill Lynch 0.66 Oct 27 -1.81 -1.31 7.12
Margherita Portfolio Davide Pisicchio 0.66 Oct 27 -2.07 -1.00 2.96
Robo Advisor 0 Betterment 0.66 Oct 27 -0.65 -0.36 -0.02
Four Square Scott Burns 0.62 Oct 27 -1.75 -1.20 6.16
LifeStrategy Moderate Growth Vanguard 0.62 Oct 27 -1.71 -0.85 7.90
Four Seasons Portfolio Davide Pisicchio 0.62 Oct 27 -1.94 -0.61 4.90
Short Term Treasury 0.61 Oct 27 -0.55 -0.22 0.11
All Country World 60/40 0.60 Oct 27 -1.73 -0.72 8.09
No Brainer Portfolio Bill Bernstein 0.58 Oct 27 -2.28 -1.79 9.88
Aim comfortable trip Aim Ways 0.55 Oct 27 -2.40 -0.45 3.18
Sandwich Portfolio Bob Clyatt 0.51 Oct 27 -2.08 -1.39 6.28
Ultimate Buy and Hold Strategy Paul Merriman 0.51 Oct 27 -3.25 -1.21 10.80
Dynamic 40/60 Income The Lazy Team 0.49 Oct 27 -2.05 -1.41 3.26
Stocks/Bonds 20/80 Momentum 0.49 Oct 27 -0.60 -4.41 4.07
Marc Faber Portfolio Marc Faber 0.48 Oct 27 -4.13 -1.56 0.82
Paul Boyer Portfolio Paul Boyer 0.47 Oct 27 -3.85 -2.99 -1.41
Margaritaville Scott Burns 0.46 Oct 27 -1.91 -0.77 8.65
Pepperoni Portfolio Davide Pisicchio 0.46 Oct 27 -0.70 -0.28 11.05
Robo Advisor 80 Value Tilt Betterment 0.45 Oct 27 -2.19 -1.08 10.73
Robo Advisor 100 Value Tilt Betterment 0.45 Oct 27 -2.29 -0.40 13.14
Andrew Tobias Portfolio Andrew Tobias 0.43 Oct 27 -1.59 0.42 8.56
US Stocks Quality 0.42 Oct 27 0.04 1.50 16.32
Shield Strategy Aim Ways 0.40 Oct 27 -1.99 -0.18 4.39
Four Funds Bogleheads 0.37 Oct 27 -1.63 -0.14 11.37
Three Funds Bogleheads 0.35 Oct 27 -1.62 -0.15 11.34
Family Taxable Portfolio Ted Aronson 0.34 Oct 27 -2.41 -2.93 9.46
Robo Advisor 90 Value Tilt Betterment 0.34 Oct 27 -2.18 -0.80 12.30
Eliminate Fat Tails Larry Swedroe 0.31 Oct 27 -1.75 -2.55 4.11
US Cash 0.31 Oct 27 0.28 0.90 1.79
Long Term Portfolio Ben Stein 0.30 Oct 27 -2.13 -0.95 10.19
European Stocks 0.28 Oct 27 -5.07 -1.72 7.00
Developed World ex-US 40/60 0.27 Oct 27 -1.95 -1.71 3.88
Pinwheel Tyler 0.27 Oct 27 -3.13 -1.64 5.53
Late Thirties to Early Forties Burton Malkiel 0.26 Oct 27 -2.10 -1.11 11.02
Dedalo Eleven Dedalo Invest 0.25 Oct 27 -1.21 0.00 12.55
All Country World 80/20 0.25 Oct 27 -1.58 0.07 11.45
Second Grader's Starter Paul Farrell 0.25 Oct 27 -1.45 0.30 13.36
LifeStrategy Growth Fund Vanguard 0.24 Oct 27 -1.58 -0.14 11.33
Edge Select Moderately Aggressive Merrill Lynch 0.22 Oct 27 -1.49 -0.56 10.26
US Stocks ESG 0.21 Oct 27 -0.20 2.73 21.26
Gretchen Tai Portfolio Gretchen Tai 0.16 Oct 27 -2.30 -1.67 8.85
Diavola Portfolio Davide Pisicchio 0.12 Oct 27 0.21 0.89 18.06
Perfect Portfolio Ben Stein 0.03 Oct 27 -1.23 0.92 11.72
Mid-Twenties Burton Malkiel 0.01 Oct 27 -2.00 -0.98 11.55
Moderate Portfolio Lyn Alden -0.07 Oct 27 -1.90 -0.62 9.38
Aggressive Portfolio Lyn Alden -0.08 Oct 27 -1.88 -0.22 10.62
Gone Fishin' Portfolio Alexander Green -0.10 Oct 27 -2.88 -2.52 7.37
All Country World Stocks -0.10 Oct 27 -1.43 0.83 14.83
Developed World ex-US 60/40 -0.16 Oct 27 -2.30 -1.34 6.29
Edge Select Aggressive Merrill Lynch -0.17 Oct 27 -1.32 -0.14 13.00
Robust Alpha Architect -0.19 Oct 27 0.35 -0.90 13.13
Developed World ex-US 40/60 Momentum -0.20 Oct 27 -1.18 -2.00 3.72
Ulcer Free Strategy Aim Ways -0.20 Oct 27 -1.80 -2.61 1.59
Gold Pivot Ptf Aim Ways -0.34 Oct 27 -2.60 0.20 0.06
Developed World ex-US 80/20 -0.60 Oct 27 -2.62 -0.99 8.68
Developed World ex-US 60/40 Momentum -0.87 Oct 27 -1.18 -1.76 6.10
Developed World ex-US Stocks -1.03 Oct 27 -2.93 -0.65 11.04
Stocks/Bonds 40/60 Momentum -1.04 Oct 27 1.20 -5.26 11.04
Developed World ex-US Stocks Momentum -2.20 Oct 27 -1.18 -1.31 10.85
Gold -2.25 Oct 27 -6.75 3.38 -11.49
Technology -2.50 Oct 27 3.32 0.56 28.44
Stocks/Bonds 60/40 Momentum -2.56 Oct 27 2.87 -6.00 18.12
Ark Tech Portfolio Cathie Wood -3.83 Oct 27 6.09 11.54 44.14
Stocks/Bonds 80/20 Momentum -4.09 Oct 27 4.42 -6.66 25.32
US Stocks Momentum -5.61 Oct 27 5.87 -7.25 32.64
Emerging Markets Stocks -6.39 Oct 27 -0.34 -2.37 18.22