Last Update - May 28 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 | 10.16 | May 28 | 15.69 | 7.51 | 6.42 |
|
VPL
|
Pacific | 7.95 | May 28 | 9.78 | 8.58 | 20.29 |
|
EEM
|
Emerging Markets | 7.22 | May 28 | 12.68 | 8.27 | 17.37 |
|
CWB
|
US Convertible Bonds | 6.74 | May 28 | 10.53 | 8.57 | 9.36 |
|
SPY
|
US Large Cap | 5.00 | May 28 | 10.51 | 4.14 | 5.97 |
|
VTI
|
US Total Stock Market | 4.94 | May 28 | 10.40 | 4.32 | 6.22 |
|
VT
|
World All Countries | 4.41 | May 28 | 9.31 | 4.20 | 8.66 |
|
EFA
|
EAFE Stocks | 2.32 | May 28 | 5.34 | 1.57 | 10.25 |
|
VGK
|
Europe | 2.17 | May 28 | 5.71 | 0.05 | 10.06 |
|
IJR
|
US Small Cap | 1.91 | May 28 | 10.29 | 8.10 | 17.11 |
|
EMB
|
Emerg. Market Bonds | 0.88 | May 28 | 2.49 | 0.52 | 1.65 |
|
LQD
|
US Invest. Grade Bonds | 0.77 | May 28 | 0.28 | -0.44 | 0.09 |
|
BNDX
|
International Bonds | 0.67 | May 28 | 0.23 | -0.41 | -0.59 |
|
PFF
|
US Preferred Stocks | 0.61 | May 28 | 4.22 | 0.37 | 3.28 |
|
TLT
|
US Long Term Treasuries | 0.51 | May 28 | -0.84 | -0.63 | -3.05 |
|
HYG
|
US High Yield Bonds | 0.34 | May 28 | 1.52 | 0.55 | 2.42 |
|
BIL
|
US Cash | 0.28 | May 28 | 0.29 | 0.85 | 1.78 |
|
VNQ
|
US REITs | 0.23 | May 28 | 8.60 | 7.22 | 10.17 |
|
BND
|
US Total Bond Market | 0.22 | May 28 | 0.15 | -0.01 | 0.50 |
|
TIP
|
US TIPS | 0.16 | May 28 | 1.09 | 0.98 | 1.09 |
|
GLD
|
Gold | -2.57 | May 28 | -1.54 | -4.78 | 15.09 |
|
FLLA
|
Latin America | -3.98 | May 28 | 2.97 | 5.51 | 28.72 |
|
DBC
|
Commodities | -4.44 | May 28 | 7.43 | 27.30 | 40.50 |
| 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 | |
| US Stocks Momentum | 10.80 | May 28 | 18.33 | 11.08 | 12.11 | ||
| Ark Tech Portfolio | Cathie Wood | 10.59 | May 28 | 13.37 | 0.90 | -9.47 | |
| Technology | 10.16 | May 28 | 15.69 | 7.51 | 6.42 | ||
| Stocks/Bonds 80/20 Momentum | 8.68 | May 28 | 14.57 | 8.89 | 9.78 | ||
| Emerging Markets Stocks | 7.22 | May 28 | 12.68 | 8.27 | 17.37 | ||
| Stocks/Bonds 60/40 Momentum | 6.57 | May 28 | 10.88 | 6.69 | 7.46 | ||
| US Stocks ESG | 6.20 | May 28 | 12.02 | 3.68 | 4.14 | ||
| Diavola Portfolio | Davide Pisicchio | 5.74 | May 28 | 10.62 | 4.70 | 5.71 | |
| Stocks/Bonds 60/40 2x Leveraged | 5.70 | May 28 | 11.99 | 3.34 | 4.04 | ||
| US Stocks | 4.94 | May 28 | 10.40 | 4.32 | 6.22 | ||
| Dedalo Three | Dedalo Invest | 4.78 | May 28 | 10.07 | 4.28 | 6.96 | |
| Warren Buffett Portfolio | Warren Buffett | 4.60 | May 28 | 9.46 | 3.68 | 4.87 | |
| Stocks/Bonds 40/60 Momentum | 4.45 | May 28 | 7.24 | 4.48 | 5.13 | ||
| All Country World Stocks | 4.41 | May 28 | 9.31 | 4.20 | 8.66 | ||
| US Stocks Quality | 4.16 | May 28 | 8.05 | 2.60 | 6.13 | ||
| Developed World ex-US Stocks | 4.16 | May 28 | 7.37 | 4.10 | 14.93 | ||
| Edge Select Aggressive | Merrill Lynch | 4.14 | May 28 | 8.41 | 4.04 | 7.89 | |
| Second Grader's Starter | Paul Farrell | 4.10 | May 28 | 8.53 | 3.88 | 7.87 | |
| Dedalo Eleven | Dedalo Invest | 4.07 | May 28 | 8.13 | 3.75 | 7.40 | |
| Stocks/Bonds 80/20 | 3.99 | May 28 | 8.28 | 3.46 | 5.08 | ||
| Dedalo Four | Dedalo Invest | 3.95 | May 28 | 8.04 | 3.36 | 5.49 | |
| Robo Advisor 90 Value Tilt | Betterment | 3.90 | May 28 | 8.19 | 4.68 | 11.08 | |
| Stocks/Bonds 60/40 ESG | 3.79 | May 28 | 7.09 | 2.17 | 2.64 | ||
| Simple Path to Wealth | JL Collins | 3.76 | May 28 | 7.76 | 3.25 | 4.79 | |
| Robo Advisor 100 Value Tilt | Betterment | 3.76 | May 28 | 8.44 | 4.45 | 10.91 | |
| Pepperoni Portfolio | Davide Pisicchio | 3.76 | May 28 | 7.20 | 3.36 | 4.43 | |
| Stocks/Bonds 40/60 2x Leveraged | 3.66 | May 28 | 7.58 | 1.77 | 1.91 | ||
| Mid-Twenties | Burton Malkiel | 3.66 | May 28 | 8.22 | 4.22 | 8.67 | |
| LifeStrategy Growth Fund | Vanguard | 3.63 | May 28 | 7.45 | 3.43 | 7.38 | |
| All Country World 80/20 | 3.62 | May 28 | 7.53 | 3.36 | 7.00 | ||
| Three Funds | Bogleheads | 3.62 | May 28 | 7.50 | 3.46 | 7.30 | |
| Four Funds | Bogleheads | 3.62 | May 28 | 7.59 | 3.55 | 7.36 | |
| Perfect Portfolio | Ben Stein | 3.57 | May 28 | 7.28 | 4.76 | 9.80 | |
| Robo Advisor 80 Value Tilt | Betterment | 3.53 | May 28 | 7.37 | 4.19 | 9.93 | |
| Family Taxable Portfolio | Ted Aronson | 3.50 | May 28 | 7.38 | 4.78 | 9.76 | |
| Late Thirties to Early Forties | Burton Malkiel | 3.50 | May 28 | 7.96 | 4.06 | 8.37 | |
| Edge Select Moderately Aggressive | Merrill Lynch | 3.49 | May 28 | 6.96 | 3.26 | 6.42 | |
| Developed World ex-US 80/20 | 3.46 | May 28 | 5.97 | 3.24 | 11.92 | ||
| Core Four | Rick Ferri | 3.32 | May 28 | 7.52 | 3.69 | 7.18 | |
| Gretchen Tai Portfolio | Gretchen Tai | 3.25 | May 28 | 6.81 | 3.76 | 8.55 | |
| Mid-Fifties | Burton Malkiel | 3.12 | May 28 | 7.42 | 3.85 | 7.86 | |
| Robust | Alpha Architect | 3.08 | May 28 | 8.68 | 8.93 | 14.13 | |
| Stocks/Bonds 60/40 | 3.05 | May 28 | 6.20 | 2.60 | 3.93 | ||
| Margaritaville | Scott Burns | 2.96 | May 28 | 6.40 | 3.22 | 6.99 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | 2.93 | May 28 | 12.54 | 6.61 | 7.90 | |
| Long Term Portfolio | Ben Stein | 2.93 | May 28 | 7.27 | 4.06 | 8.85 | |
| Sheltered Sam 100/0 | Bill Bernstein | 2.93 | May 28 | 7.83 | 4.81 | 13.27 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 2.89 | May 28 | 6.58 | 3.39 | 6.77 | |
| Stocks/Bonds 60/40 with Bitcoin | 2.88 | May 28 | 6.31 | 2.51 | 3.18 | ||
| Ultimate Buy and Hold Strategy | Paul Merriman | 2.85 | May 28 | 8.10 | 5.01 | 13.72 | |
| All Country World 60/40 | 2.84 | May 28 | 5.77 | 2.52 | 5.33 | ||
| LifeStrategy Moderate Growth | Vanguard | 2.81 | May 28 | 5.62 | 2.56 | 5.59 | |
| Gone Fishin' Portfolio | Alexander Green | 2.78 | May 28 | 6.58 | 3.70 | 10.83 | |
| Developed World ex-US 60/40 | 2.76 | May 28 | 4.56 | 2.36 | 8.87 | ||
| Edge Select Moderate | Merrill Lynch | 2.72 | May 28 | 5.39 | 2.52 | 5.14 | |
| No Brainer Portfolio | Bill Bernstein | 2.69 | May 28 | 7.18 | 4.22 | 9.25 | |
| Capricciosa Portfolio | Davide Pisicchio | 2.65 | May 28 | 5.55 | 2.31 | 4.67 | |
| Sheltered Sam 90/10 | Bill Bernstein | 2.64 | May 28 | 7.11 | 4.40 | 12.06 | |
| Stocks/Bonds 40/60 ESG | 2.59 | May 28 | 4.72 | 1.42 | 1.89 | ||
| Couch Potato | Scott Burns | 2.55 | May 28 | 5.64 | 2.66 | 3.67 | |
| Late Sixties and Beyond | Burton Malkiel | 2.52 | May 28 | 6.48 | 3.46 | 6.91 | |
| Yale Endowment | David Swensen | 2.50 | May 28 | 6.71 | 3.94 | 7.32 | |
| Lazy Portfolio | David Swensen | 2.43 | May 28 | 6.77 | 3.97 | 7.08 | |
| Andrew Tobias Portfolio | Andrew Tobias | 2.43 | May 28 | 5.24 | 2.05 | 5.96 | |
| Odd-Stats Strategy | Aim Ways | 2.40 | May 28 | 4.30 | 1.74 | 4.37 | |
| Shield Strategy | Aim Ways | 2.39 | May 28 | 4.31 | 0.89 | 5.88 | |
| Simple and Cheap | Time Money Inc | 2.38 | May 28 | 5.55 | 2.86 | 5.72 | |
| Four Square | Scott Burns | 2.37 | May 28 | 4.83 | 2.32 | 5.12 | |
| US Stocks Equal Weight | 2.36 | May 28 | 6.00 | 3.15 | 9.15 | ||
| Sheltered Sam 80/20 | Bill Bernstein | 2.36 | May 28 | 6.39 | 3.99 | 10.85 | |
| Stocks/Bonds 20/80 Momentum | 2.34 | May 28 | 3.67 | 2.24 | 2.81 | ||
| Global Market Portfolio | Credit Suisse | 2.29 | May 28 | 4.30 | 2.06 | 4.13 | |
| Robo Advisor 50 Value Tilt | Betterment | 2.19 | May 28 | 4.68 | 2.36 | 5.81 | |
| Coward's Portfolio | Bill Bernstein | 2.17 | May 28 | 5.48 | 3.50 | 8.06 | |
| European Stocks | 2.17 | May 28 | 5.71 | 0.05 | 10.06 | ||
| Tilt Toward Value | Time Money Inc | 2.16 | May 28 | 5.39 | 2.99 | 6.23 | |
| Stocks/Bonds 40/60 | 2.11 | May 28 | 4.15 | 1.73 | 2.79 | ||
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | 2.10 | May 28 | 5.02 | -0.43 | 4.16 | |
| Sheltered Sam 70/30 | Bill Bernstein | 2.07 | May 28 | 5.67 | 3.57 | 9.64 | |
| Developed World ex-US 40/60 | 2.07 | May 28 | 3.14 | 1.45 | 5.77 | ||
| Sandwich Portfolio | Bob Clyatt | 2.06 | May 28 | 5.24 | 2.86 | 6.27 | |
| In Saecula Saeculorum | Fulvio Marchese | 2.06 | May 28 | 4.40 | 1.36 | 4.64 | |
| All Country World 40/60 | 2.05 | May 28 | 4.01 | 1.66 | 3.66 | ||
| Four Seasons Portfolio | Davide Pisicchio | 2.04 | May 28 | 4.47 | 1.65 | 4.96 | |
| JP Morgan Balanced Portfolio | JP Morgan | 2.03 | May 28 | 6.02 | 4.41 | 8.49 | |
| Edge Select Moderately Conservative | Merrill Lynch | 2.02 | May 28 | 3.81 | 1.67 | 3.60 | |
| Ulcer Free Strategy | Aim Ways | 2.01 | May 28 | 3.06 | 1.35 | 4.01 | |
| US Stocks Value | 2.00 | May 28 | 5.95 | 3.35 | 8.21 | ||
| Ideal Index | Frank Armstrong | 2.00 | May 28 | 5.89 | 3.88 | 9.55 | |
| LifeStrategy Conservative Growth | Vanguard | 1.99 | May 28 | 3.79 | 1.67 | 3.80 | |
| Five Fold | Scott Burns | 1.94 | May 28 | 5.59 | 3.30 | 6.14 | |
| Stocks/Bonds 40/60 with Bitcoin | 1.94 | May 28 | 4.25 | 1.64 | 2.03 | ||
| All Weather Portfolio 2x Leveraged | Ray Dalio | 1.92 | May 28 | 3.49 | 2.79 | 7.01 | |
| Lifepath Fund | iShares | 1.84 | May 28 | 3.98 | 1.96 | 4.13 | |
| Golden Ratio Portfolio | Frank Vasquez | 1.81 | May 28 | 4.32 | 1.83 | 7.00 | |
| Talmud Portfolio | Roger Gibson | 1.80 | May 28 | 6.34 | 3.87 | 5.63 | |
| Sheltered Sam 60/40 | Bill Bernstein | 1.79 | May 28 | 4.95 | 3.15 | 8.43 | |
| US Stocks Minimum Volatility | 1.79 | May 28 | 2.05 | 0.04 | 2.41 | ||
| Pinwheel | Tyler | 1.77 | May 28 | 5.66 | 3.07 | 9.52 | |
| GAA Global Asset Allocation | Mebane Faber | 1.68 | May 28 | 4.10 | 3.41 | 7.12 | |
| Developed World ex-US Stocks Momentum | 1.62 | May 28 | 8.12 | 2.43 | 12.89 | ||
| Coffeehouse | Bill Schultheis | 1.61 | May 28 | 5.25 | 3.52 | 7.82 | |
| Ultimate Buy&Hold | FundAdvice | 1.60 | May 28 | 4.97 | 3.13 | 8.57 | |
| Big Rocks Portfolio | Larry Swedroe | 1.58 | May 28 | 5.05 | 3.36 | 8.50 | |
| Nano Portfolio | John Wasik | 1.57 | May 28 | 5.08 | 2.83 | 5.73 | |
| Eliminate Fat Tails | Larry Swedroe | 1.53 | May 28 | 4.00 | 3.19 | 6.12 | |
| Margherita Portfolio | Davide Pisicchio | 1.52 | May 28 | 3.45 | 1.22 | 4.39 | |
| Sheltered Sam 50/50 | Bill Bernstein | 1.51 | May 28 | 4.22 | 2.72 | 7.22 | |
| One-Decision Portfolio | Marvin Appel | 1.47 | May 28 | 4.85 | 3.18 | 5.54 | |
| Simple Money Portfolio | Tim Maurer | 1.40 | May 28 | 4.31 | 2.55 | 8.44 | |
| Aim comfortable trip | Aim Ways | 1.38 | May 28 | 3.09 | 1.06 | 7.36 | |
| Developed World ex-US 20/80 | 1.37 | May 28 | 1.69 | 0.53 | 2.62 | ||
| Dynamic 40/60 Income | The Lazy Team | 1.36 | May 28 | 3.71 | 1.21 | 2.95 | |
| Golden Butterfly 2x Leveraged | Tyler | 1.33 | May 28 | 7.11 | 0.78 | 12.89 | |
| All Country World 20/80 | 1.27 | May 28 | 2.26 | 0.80 | 1.99 | ||
| Developed World ex-US 60/40 Momentum | 1.24 | May 28 | 4.97 | 1.33 | 7.67 | ||
| PISI Portfolio | Davide Pisicchio | 1.23 | May 28 | 2.79 | 0.70 | 3.56 | |
| Dynamic 60/40 Income | The Lazy Team | 1.23 | May 28 | 4.95 | 2.56 | 4.67 | |
| Sheltered Sam 40/60 | Bill Bernstein | 1.22 | May 28 | 3.49 | 2.30 | 6.01 | |
| LifeStrategy Income Fund | Vanguard | 1.17 | May 28 | 1.98 | 0.77 | 1.99 | |
| Stocks/Bonds 20/80 | 1.16 | May 28 | 2.13 | 0.86 | 1.64 | ||
| All Weather Portfolio | Ray Dalio | 1.13 | May 28 | 3.20 | 2.83 | 5.06 | |
| Gold Pivot Ptf | Aim Ways | 1.11 | May 28 | 2.14 | -0.63 | 6.99 | |
| Desert Portfolio | Gyroscopic Investing | 1.09 | May 28 | 2.83 | 0.73 | 3.90 | |
| Seven Value | Scott Burns | 1.09 | May 28 | 4.05 | 5.65 | 11.44 | |
| Edge Select Conservative | Merrill Lynch | 1.08 | May 28 | 2.03 | 1.14 | 2.89 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | 1.08 | May 28 | 3.33 | 2.55 | 3.80 | |
| Developed World ex-US 40/60 Momentum | 1.05 | May 28 | 3.39 | 0.76 | 4.98 | ||
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 1.02 | May 28 | 3.07 | 0.79 | 2.87 | |
| Five Asset | Roger Gibson | 0.96 | May 28 | 6.88 | 8.86 | 14.17 | |
| Golden Butterfly | Tyler | 0.95 | May 28 | 3.38 | 1.16 | 7.83 | |
| Sheltered Sam 30/70 | Bill Bernstein | 0.94 | May 28 | 2.76 | 1.86 | 4.79 | |
| Robo Advisor 20 Value Tilt | Betterment | 0.92 | May 28 | 2.03 | 1.09 | 3.00 | |
| Golden Butterfly with Bitcoin | Tyler | 0.89 | May 28 | 3.61 | 1.22 | 6.80 | |
| Six Ways from Sunday | Scott Burns | 0.87 | May 28 | 3.82 | 5.92 | 11.27 | |
| Rob Arnott Portfolio | Rob Arnott | 0.82 | May 28 | 3.66 | 4.36 | 6.64 | |
| Permanent Portfolio | Harry Browne | 0.79 | May 28 | 1.91 | -0.19 | 5.50 | |
| Larry Portfolio | Larry Swedroe | 0.78 | May 28 | 2.85 | 1.86 | 5.26 | |
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | 0.77 | May 28 | 3.40 | -2.81 | 8.02 | |
| Marc Faber Portfolio | Marc Faber | 0.75 | May 28 | 4.14 | 1.67 | 9.52 | |
| High Yield Bonds Income | The Lazy Team | 0.75 | May 28 | 1.52 | 0.21 | 1.41 | |
| Dimensional Retirement Income Fund | DFA | 0.72 | May 27 | 2.35 | 1.59 | 3.12 | |
| Permanent Portfolio with Bitcoin | Harry Browne | 0.72 | May 28 | 2.14 | -0.13 | 4.50 | |
| Total Bond Developed World ex-US | 0.67 | May 28 | 0.23 | -0.41 | -0.59 | ||
| Sheltered Sam 20/80 | Bill Bernstein | 0.65 | May 28 | 2.02 | 1.43 | 3.58 | |
| Paul Boyer Portfolio | Paul Boyer | 0.63 | May 28 | 2.32 | 0.71 | 8.07 | |
| Weird Portfolio | Value Stock Geek | 0.60 | May 28 | 4.35 | 2.12 | 10.82 | |
| Berkshire Hathaway | Warren Buffett | 0.53 | May 28 | -0.87 | -1.47 | -0.54 | |
| Simplified Permanent Portfolio | The Lazy Team | 0.52 | May 28 | 1.98 | -0.27 | 5.71 | |
| Ivy Portfolio | Mebane Faber | 0.49 | May 28 | 6.68 | 10.55 | 15.90 | |
| Robo Advisor 10 Value Tilt | Betterment | 0.48 | May 28 | 1.11 | 0.66 | 2.08 | |
| All Country World Bonds | 0.48 | May 28 | 0.53 | -0.07 | 0.30 | ||
| 7Twelve Portfolio | Craig Israelsen | 0.42 | May 28 | 5.79 | 9.11 | 14.02 | |
| Aggressive Global Income | The Lazy Team | 0.37 | May 28 | 4.48 | 4.52 | 12.05 | |
| Sheltered Sam 10/90 | Bill Bernstein | 0.37 | May 28 | 1.29 | 0.99 | 2.37 | |
| US Cash | 0.28 | May 28 | 0.29 | 0.85 | 1.78 | ||
| Conservative Income | Charles Schwab | 0.26 | May 28 | 0.88 | 0.77 | 1.49 | |
| Total Bond US | 0.22 | May 28 | 0.15 | -0.01 | 0.50 | ||
| US Inflation Protection | 0.16 | May 28 | 1.09 | 0.98 | 1.09 | ||
| Sheltered Sam 0/100 | Bill Bernstein | 0.08 | May 28 | 0.55 | 0.54 | 1.15 | |
| Short Term Treasury | 0.03 | May 28 | 0.19 | 0.25 | 1.20 | ||
| Robo Advisor 0 | Betterment | 0.02 | May 28 | 0.20 | 0.24 | 1.19 | |
| 10-year Treasury | -0.14 | May 28 | -0.15 | -0.06 | -0.07 | ||
| Cape US Sector Value | Robert Shiller | -0.34 | May 28 | 5.50 | -1.21 | 3.92 | |
| Cockroach Portfolio | Tony Dong | -0.79 | May 28 | 0.59 | 0.03 | 7.51 | |
| Gold | -2.57 | May 28 | -1.54 | -4.78 | 15.09 | ||
