Last Update - Jul 02 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).

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 Monthly Return (%)
Return (%) as of Jun 26
Ticker Asset Class Jul 26▾ Time(ET) 1M 3M 6M
GLD
Gold 2.31 Jul 02 -11.68 -14.39 -7.05
VNQ
US REITs 1.27 Jul 02 1.65 9.67 11.11
VGK
Europe 0.42 Jul 02 0.83 8.88 7.84
PFF
US Preferred Stocks 0.15 Jul 02 -2.97 1.93 0.48
HYG
US High Yield Bonds 0.15 Jul 02 0.09 2.05 1.69
BIL
US Cash 0.06 Jul 02 0.27 0.88 1.74
EMB
Emerg. Market Bonds -0.01 Jul 02 0.43 4.05 2.38
EFA
EAFE Stocks -0.11 Jul 02 0.69 8.64 9.89
TIP
US TIPS -0.12 Jul 02 -0.46 0.82 1.23
BND
US Total Bond Market -0.16 Jul 02 0.27 0.70 0.75
LQD
US Invest. Grade Bonds -0.17 Jul 02 0.11 1.26 0.88
BNDX
International Bonds -0.22 Jul 02 0.44 1.50 1.38
FLLA
Latin America -0.49 Jul 02 -2.93 -4.95 11.58
DBC
Commodities -0.53 Jul 02 -9.57 -7.91 19.23
TLT
US Long Term Treasuries -0.81 Jul 02 1.17 0.85 1.03
SPY
US Large Cap -0.90 Jul 02 -1.03 15.12 10.09
VTI
US Total Stock Market -1.04 Jul 02 -0.39 15.68 11.04
VT
World All Countries -1.26 Jul 02 -0.38 13.88 11.93
IJR
US Small Cap -2.01 Jul 02 7.28 19.67 23.98
CWB
US Convertible Bonds -3.80 Jul 02 -0.12 18.26 21.63
QQQ
US Technology -3.89 Jul 02 -0.15 27.73 20.16
VPL
Pacific -4.43 Jul 02 -0.39 18.38 27.98
EEM
Emerging Markets -5.25 Jul 02 0.24 21.09 25.69
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.
Swipe left to see all data
 Monthly Return (%)
Return (%) as of Jun 26
Portfolio Author Jul 26▾ Time(ET) 1M 3M 6M
Gold 2.31 Jul 02 -11.68 -14.39 -7.05
Cape US Sector Value Robert Shiller 1.49 Jul 02 0.89 5.40 0.88
Cockroach Portfolio Tony Dong 1.35 Jul 02 -0.36 -1.11 2.44
Berkshire Hathaway Warren Buffett 1.34 Jul 02 5.34 4.28 -0.79
US Stocks Minimum Volatility 0.95 Jul 02 0.17 4.34 3.19
US Stocks Value 0.62 Jul 02 0.23 8.17 8.27
Weird Portfolio Value Stock Geek 0.46 Jul 02 -1.39 3.50 6.71
European Stocks 0.42 Jul 02 0.83 8.88 7.84
Marc Faber Portfolio Marc Faber 0.41 Jul 02 -2.51 2.42 4.70
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.36 Jul 02 -6.25 -1.53 -2.01
US Stocks Equal Weight 0.26 Jul 02 2.28 11.29 11.98
Simplified Permanent Portfolio The Lazy Team 0.20 Jul 02 -2.94 -0.10 0.97
Gold Pivot Ptf Aim Ways 0.17 Jul 02 -3.83 -0.15 1.67
Permanent Portfolio with Bitcoin Harry Browne 0.14 Jul 02 -2.80 0.38 1.17
Permanent Portfolio Harry Browne 0.13 Jul 02 -2.70 0.29 1.69
Dynamic 60/40 Income The Lazy Team 0.12 Jul 02 -0.29 5.88 4.98
Short Term Treasury 0.06 Jul 02 0.06 0.33 0.60
US Cash 0.06 Jul 02 0.27 0.88 1.74
Robo Advisor 0 Betterment 0.06 Jul 02 0.06 0.34 0.58
Talmud Portfolio Roger Gibson 0.02 Jul 02 0.51 8.59 7.63
Talmud Portfolio 2x Leveraged Roger Gibson 0.00 Jul 02 -0.51 14.62 10.88
Conservative Income Charles Schwab -0.01 Jul 02 0.21 1.35 1.70
Sheltered Sam 0/100 Bill Bernstein -0.01 Jul 02 -0.15 0.53 0.85
High Yield Bonds Income The Lazy Team -0.02 Jul 02 0.22 2.66 1.86
Simple Money Portfolio Tim Maurer -0.03 Jul 02 0.64 6.53 7.86
Nano Portfolio John Wasik -0.03 Jul 02 0.36 7.04 6.80
Aggressive Global Income The Lazy Team -0.07 Jul 02 1.12 6.17 10.31
Aim comfortable trip Aim Ways -0.07 Jul 02 -1.09 3.64 5.22
Sheltered Sam 10/90 Bill Bernstein -0.08 Jul 02 0.04 1.75 2.23
One-Decision Portfolio Marvin Appel -0.09 Jul 02 0.77 7.02 7.03
Desert Portfolio with Bitcoin Gyroscopic Investing -0.10 Jul 02 -1.37 3.04 2.03
Desert Portfolio Gyroscopic Investing -0.11 Jul 02 -1.27 2.93 2.55
Robo Advisor 10 Value Tilt Betterment -0.12 Jul 02 0.17 1.88 2.08
US Inflation Protection -0.12 Jul 02 -0.46 0.82 1.23
Dynamic 40/60 Income The Lazy Team -0.14 Jul 02 -0.56 4.73 3.24
All Country World Bonds -0.16 Jul 02 0.36 1.48 1.21
Sheltered Sam 20/80 Bill Bernstein -0.16 Jul 02 0.22 2.97 3.62
Total Bond US -0.16 Jul 02 0.27 0.70 0.75
Golden Butterfly with Bitcoin Tyler -0.19 Jul 02 -1.17 3.48 4.78
Golden Butterfly Tyler -0.20 Jul 02 -1.08 3.37 5.30
Dimensional Retirement Income Fund DFA -0.21 Jul 01 -1.38 2.12 2.41
PISI Portfolio Davide Pisicchio -0.21 Jul 02 -1.18 3.13 2.67
Total Bond Developed World ex-US -0.22 Jul 02 0.44 1.50 1.38
10-year Treasury -0.23 Jul 02 0.25 0.08 -0.06
Sheltered Sam 30/70 Bill Bernstein -0.23 Jul 02 0.40 4.18 5.00
Robo Advisor 20 Value Tilt Betterment -0.28 Jul 02 0.29 3.40 3.57
In Saecula Saeculorum Fulvio Marchese -0.30 Jul 02 -1.28 5.50 4.44
Margherita Portfolio Davide Pisicchio -0.30 Jul 02 -1.29 4.00 3.78
Sheltered Sam 40/60 Bill Bernstein -0.30 Jul 02 0.58 5.39 6.38
Edge Select Conservative Merrill Lynch -0.31 Jul 02 0.42 3.69 3.84
Seven Value Scott Burns -0.32 Jul 02 -0.13 4.61 10.72
Six Ways from Sunday Scott Burns -0.33 Jul 02 -0.71 3.45 9.96
Stocks/Bonds 20/80 -0.33 Jul 02 0.13 3.59 2.81
Shield Strategy Aim Ways -0.35 Jul 02 -2.51 4.58 4.27
Rob Arnott Portfolio Rob Arnott -0.35 Jul 02 -0.92 3.28 6.15
Five Fold Scott Burns -0.36 Jul 02 0.29 7.90 7.86
Andrew Tobias Portfolio Andrew Tobias -0.36 Jul 02 0.12 8.11 7.17
All Country World 20/80 -0.38 Jul 02 0.19 3.93 3.36
Sheltered Sam 50/50 Bill Bernstein -0.38 Jul 02 0.75 6.60 7.76
Big Rocks Portfolio Larry Swedroe -0.39 Jul 02 1.33 8.06 9.41
LifeStrategy Income Fund Vanguard -0.40 Jul 02 0.22 3.55 3.24
Four Seasons Portfolio Davide Pisicchio -0.40 Jul 02 -1.32 5.54 4.89
Stocks/Bonds 40/60 ESG -0.43 Jul 02 -0.33 7.34 4.33
Pinwheel Tyler -0.43 Jul 02 -0.24 7.29 8.92
Five Asset Roger Gibson -0.43 Jul 02 -1.89 5.27 11.37
Ultimate Buy&Hold FundAdvice -0.43 Jul 02 0.63 7.36 8.71
Stocks/Bonds 40/60 with Bitcoin -0.45 Jul 02 -0.34 6.18 4.08
Odd-Stats Strategy Aim Ways -0.45 Jul 02 -0.85 6.19 5.62
Sheltered Sam 60/40 Bill Bernstein -0.45 Jul 02 0.91 7.80 9.14
Conservative Portfolio Lyn Alden -0.46 Jul 02 -0.55 7.34 7.76
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.46 Jul 02 -3.00 4.64 1.79
All Weather Portfolio with Bitcoin Ray Dalio -0.47 Jul 02 -1.53 2.92 3.84
Developed World ex-US 20/80 -0.47 Jul 02 0.30 3.61 4.07
Ivy Portfolio Mebane Faber -0.51 Jul 02 -2.10 4.08 12.29
All Weather Portfolio Ray Dalio -0.51 Jul 02 -1.43 2.86 4.62
Stocks/Bonds 40/60 -0.51 Jul 02 -0.01 6.54 4.86
Paul Boyer Portfolio Paul Boyer -0.52 Jul 02 -1.57 1.62 4.85
Golden Butterfly 2x Leveraged Tyler -0.53 Jul 02 -1.34 7.28 7.87
Sheltered Sam 70/30 Bill Bernstein -0.53 Jul 02 1.07 9.00 10.52
Late Sixties and Beyond Burton Malkiel -0.53 Jul 02 0.54 9.83 9.28
Tilt Toward Value Time Money Inc -0.54 Jul 02 0.66 8.39 8.22
Golden Ratio Portfolio Frank Vasquez -0.55 Jul 02 -1.35 4.84 5.88
Stocks/Bonds 60/40 ESG -0.57 Jul 02 -0.61 10.80 6.17
Coffeehouse Bill Schultheis -0.57 Jul 02 1.85 8.76 9.87
Yale Endowment David Swensen -0.57 Jul 02 0.14 9.53 9.21
Couch Potato Scott Burns -0.58 Jul 02 -0.42 8.08 6.13
Larry Portfolio Larry Swedroe -0.59 Jul 02 0.64 4.39 5.40
Simple and Cheap Time Money Inc -0.59 Jul 02 0.20 8.37 7.70
Lifepath Fund iShares -0.60 Jul 02 0.23 6.28 5.71
All Country World 40/60 -0.60 Jul 02 0.04 6.39 5.50
Lazy Portfolio David Swensen -0.60 Jul 02 0.20 9.57 9.17
Sheltered Sam 80/20 Bill Bernstein -0.60 Jul 02 1.23 10.20 11.90
Sandwich Portfolio Bob Clyatt -0.61 Jul 02 0.21 7.78 7.65
Capricciosa Portfolio Davide Pisicchio -0.62 Jul 02 -0.75 7.86 6.29
Edge Select Moderately Conservative Merrill Lynch -0.62 Jul 02 0.04 6.14 5.31
Stocks/Bonds 60/40 with Bitcoin -0.62 Jul 02 -0.46 9.19 6.14
LifeStrategy Conservative Growth Vanguard -0.62 Jul 02 0.12 6.18 5.54
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.63 Jul 02 -0.03 9.73 8.77
GAA Global Asset Allocation Mebane Faber -0.65 Jul 02 -1.11 4.63 6.82
Sheltered Sam 90/10 Bill Bernstein -0.67 Jul 02 1.39 11.39 13.28
Stocks/Bonds 60/40 -0.69 Jul 02 -0.14 9.54 6.92
Ultimate Buy and Hold Strategy Paul Merriman -0.70 Jul 02 0.98 12.16 14.50
JP Morgan Balanced Portfolio JP Morgan -0.70 Jul 02 0.21 8.26 9.56
Developed World ex-US 40/60 -0.73 Jul 02 0.16 5.68 6.77
Sheltered Sam 100/0 Bill Bernstein -0.75 Jul 02 1.54 12.58 14.67
Robo Advisor 50 Value Tilt Betterment -0.76 Jul 02 0.58 7.77 7.90
Ideal Index Frank Armstrong -0.76 Jul 02 1.58 9.63 11.23
Four Square Scott Burns -0.76 Jul 02 -0.06 7.45 7.05
Coward's Portfolio Bill Bernstein -0.78 Jul 02 1.25 9.14 10.17
Warren Buffett Portfolio Warren Buffett -0.80 Jul 02 -0.86 13.83 8.95
All Country World 60/40 -0.82 Jul 02 -0.11 8.87 7.64
7Twelve Portfolio Craig Israelsen -0.82 Jul 02 -1.07 4.44 11.82
Simple Path to Wealth JL Collins -0.82 Jul 02 -0.23 11.81 8.46
Global Market Portfolio Credit Suisse -0.83 Jul 02 0.16 7.01 6.63
Core Four Rick Ferri -0.83 Jul 02 0.04 11.24 9.83
LifeStrategy Moderate Growth Vanguard -0.85 Jul 02 0.02 8.83 7.84
US Stocks ESG -0.85 Jul 02 -1.14 18.04 9.84
Ulcer Free Strategy Aim Ways -0.86 Jul 02 -1.22 4.31 5.07
Mid-Fifties Burton Malkiel -0.86 Jul 02 0.44 11.37 10.75
Stocks/Bonds 80/20 -0.86 Jul 02 -0.27 12.58 8.98
Long Term Portfolio Ben Stein -0.87 Jul 02 0.78 11.25 11.40
Edge Select Moderate Merrill Lynch -0.88 Jul 02 0.09 8.54 7.49
Ark Tech Portfolio Cathie Wood -0.91 Jul 02 2.06 29.22 15.91
Dedalo Four Dedalo Invest -0.93 Jul 02 -0.23 12.31 9.33
Margaritaville Scott Burns -0.95 Jul 02 -0.22 9.50 8.96
Developed World ex-US 60/40 -0.99 Jul 02 0.04 7.74 9.46
All Weather Portfolio 2x Leveraged Ray Dalio -1.02 Jul 02 -2.77 2.23 5.86
Developed World ex-US 40/60 Momentum -1.03 Jul 02 1.12 5.84 5.80
All Country World 80/20 -1.04 Jul 02 -0.25 11.37 9.79
US Stocks Quality -1.04 Jul 02 2.01 14.60 10.91
US Stocks -1.04 Jul 02 -0.39 15.68 11.04
Moderate Portfolio Lyn Alden -1.05 Jul 02 -0.26 10.06 9.93
Four Funds Bogleheads -1.05 Jul 02 -0.16 11.52 10.08
Three Funds Bogleheads -1.06 Jul 02 -0.09 11.51 10.03
Aggressive Portfolio Lyn Alden -1.07 Jul 02 -0.33 10.86 10.74
Late Thirties to Early Forties Burton Malkiel -1.07 Jul 02 0.35 12.26 11.58
LifeStrategy Growth Fund Vanguard -1.07 Jul 02 -0.07 11.49 10.14
Stocks/Bonds 40/60 2x Leveraged -1.09 Jul 02 -1.06 10.91 5.57
Dedalo Three Dedalo Invest -1.10 Jul 02 -0.38 15.13 11.30
Eliminate Fat Tails Larry Swedroe -1.11 Jul 02 1.16 6.83 8.49
Pepperoni Portfolio Davide Pisicchio -1.11 Jul 02 -0.20 11.35 8.61
Edge Select Moderately Aggressive Merrill Lynch -1.12 Jul 02 -0.01 10.88 9.46
No Brainer Portfolio Bill Bernstein -1.13 Jul 02 1.73 11.88 12.25
Second Grader's Starter Paul Farrell -1.14 Jul 02 -0.16 13.02 11.06
Mid-Twenties Burton Malkiel -1.16 Jul 02 0.31 12.65 12.01
Dedalo Eleven Dedalo Invest -1.19 Jul 02 -0.20 12.55 10.87
Gone Fishin' Portfolio Alexander Green -1.22 Jul 02 0.49 10.16 11.73
Developed World ex-US 80/20 -1.25 Jul 02 -0.09 9.77 12.16
Robo Advisor 100 Value Tilt Betterment -1.25 Jul 02 0.87 13.59 14.05
Gretchen Tai Portfolio Gretchen Tai -1.25 Jul 02 0.24 10.70 10.97
All Country World Stocks -1.26 Jul 02 -0.38 13.88 11.93
Perfect Portfolio Ben Stein -1.26 Jul 02 -0.40 10.70 11.89
Stocks/Bonds 60/40 2x Leveraged -1.34 Jul 02 -1.68 17.07 9.32
Robo Advisor 80 Value Tilt Betterment -1.37 Jul 02 0.55 11.94 12.70
Edge Select Aggressive Merrill Lynch -1.38 Jul 02 0.10 13.15 11.63
Developed World ex-US 60/40 Momentum -1.44 Jul 02 1.43 8.00 8.01
Robo Advisor 90 Value Tilt Betterment -1.51 Jul 02 0.59 13.21 14.08
Developed World ex-US Stocks -1.51 Jul 02 -0.20 11.77 14.85
Diavola Portfolio Davide Pisicchio -1.65 Jul 02 -0.28 17.01 12.23
Family Taxable Portfolio Ted Aronson -1.84 Jul 02 1.38 12.77 14.35
Stocks/Bonds 20/80 Momentum -1.90 Jul 02 2.28 8.88 8.05
Developed World ex-US Stocks Momentum -2.25 Jul 02 2.04 12.32 12.44
Robust Alpha Architect -2.61 Jul 02 2.18 14.16 18.54
Stocks/Bonds 40/60 Momentum -3.64 Jul 02 4.10 17.20 15.34
Technology -3.89 Jul 02 -0.15 27.73 20.16
Emerging Markets Stocks -5.25 Jul 02 0.24 21.09 25.69
Stocks/Bonds 60/40 Momentum -5.38 Jul 02 5.76 25.66 22.64
Stocks/Bonds 80/20 Momentum -7.13 Jul 02 7.28 34.26 29.94
US Stocks Momentum -8.87 Jul 02 8.68 43.01 37.24