Last Update - 31 October 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 Oct 26
Ticker Asset Class 1M 3M 6M
GLD
Gold -6.58 -4.24 -16.02
VNQ
US REITs 4.81 -4.24 -0.77
EFA
EAFE Stocks -0.50 -2.09 2.62
IJR
US Small Cap Blend 3.12 -3.21 3.01
BNDX
International Bonds 1.36 -0.05 0.07
EMB
Emerg. Market Bonds 1.83 -1.42 -1.35
BIL
US Cash 0.35 0.92 1.86
VT
World All Countries -1.60 -0.08 3.37
HYG
US High Yield Bonds 0.73 -1.13 -0.77
LQD
US Invest. Grade Bonds 2.49 -0.60 -1.88
VTI
US Total Stock Market -0.71 1.17 5.48
BND
US Total Bond Market 2.37 0.12 -0.62
SPY
US Large Cap Blend -0.91 1.41 5.69
EEM
Emerging Markets -8.61 -4.76 -4.11
PFF
US Preferred Stocks -2.97 -5.16 -6.87
TLT
US Long Term Treasuries 5.64 0.69 -2.18
TIP
US TIPS 2.55 -0.15 -1.09
QQQ
US Technology -6.66 0.47 3.63
CWB
US Convertible Bonds -6.29 -6.57 -5.49
DBC
Commodities 3.99 14.13 8.07
IJH
US Mid Cap Blend 1.92 -2.28 1.33
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 Nov 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 Oct 26
Portfolio Author Nov 26▾ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 7.36 Nov 10 9.18 6.39 14.57
Gold 3.82 Nov 10 -6.58 -4.24 -16.02
Cape US Sector Value Robert Shiller 2.44 Nov 10 4.14 -1.84 -0.56
European Stocks 2.41 Nov 10 0.85 -3.13 2.08
Cockroach Portfolio Tony Dong 1.53 Nov 10 5.68 3.08 1.77
Marc Faber Portfolio Marc Faber 1.50 Nov 10 -0.47 -2.20 -3.64
Weird Portfolio Value Stock Geek 1.38 Nov 10 1.13 -2.24 -2.92
Talmud Portfolio 2x Leveraged Roger Gibson 1.20 Nov 10 4.09 -3.07 -1.07
US Stocks Equal Weight 1.18 Nov 10 4.95 1.92 8.13
Gold Pivot Ptf Aim Ways 0.96 Nov 10 -2.53 -1.09 -4.52
Golden Butterfly 2x Leveraged Tyler 0.96 Nov 10 0.63 -3.90 -6.17
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.83 Nov 10 -0.94 -2.44 -8.71
Pinwheel Tyler 0.80 Nov 10 -0.37 -1.82 -0.49
Talmud Portfolio Roger Gibson 0.73 Nov 10 2.07 -1.06 1.37
Aim comfortable trip Aim Ways 0.63 Nov 10 -0.43 -0.64 -0.36
US Stocks Value 0.56 Nov 10 4.92 3.49 7.71
Paul Boyer Portfolio Paul Boyer 0.53 Nov 10 -0.91 -1.83 -4.53
Late Sixties and Beyond Burton Malkiel 0.48 Nov 10 0.91 -0.60 2.13
Permanent Portfolio Harry Browne 0.47 Nov 10 -0.39 -0.27 -2.81
Ultimate Buy and Hold Strategy Paul Merriman 0.47 Nov 10 0.05 -1.45 2.56
Golden Butterfly Tyler 0.43 Nov 10 0.61 -0.73 -1.63
One-Decision Portfolio Marvin Appel 0.42 Nov 10 1.72 -0.67 1.55
Sheltered Sam 100/0 Bill Bernstein 0.42 Nov 10 1.31 -0.30 4.20
Five Fold Scott Burns 0.42 Nov 10 0.90 -1.23 0.80
Simplified Permanent Portfolio The Lazy Team 0.41 Nov 10 -0.31 -0.79 -3.42
US Stocks Quality 0.41 Nov 10 0.11 1.66 7.78
Nano Portfolio John Wasik 0.37 Nov 10 1.62 -1.10 1.15
Mid-Fifties Burton Malkiel 0.36 Nov 10 0.01 -0.84 2.09
Conservative Portfolio Lyn Alden 0.31 Nov 10 0.17 -0.58 1.04
Sheltered Sam 90/10 Bill Bernstein 0.30 Nov 10 1.34 -0.25 3.82
Ideal Index Frank Armstrong 0.30 Nov 10 0.67 -1.02 2.17
Long Term Portfolio Ben Stein 0.29 Nov 10 -0.38 -1.05 2.34
Aggressive Global Income The Lazy Team 0.28 Nov 10 3.44 -0.59 2.96
Permanent Portfolio with Bitcoin Harry Browne 0.28 Nov 10 -0.40 0.14 -2.46
US Stocks Minimum Volatility 0.27 Nov 10 5.63 5.45 9.46
Golden Butterfly with Bitcoin Tyler 0.24 Nov 10 0.60 -0.33 -1.29
Late Thirties to Early Forties Burton Malkiel 0.24 Nov 10 -0.61 -0.88 2.21
Lazy Portfolio David Swensen 0.24 Nov 10 0.38 -1.21 1.05
Aggressive Portfolio Lyn Alden 0.23 Nov 10 -1.30 -0.88 1.64
Dynamic 60/40 Income The Lazy Team 0.23 Nov 10 0.57 -1.77 -0.39
Mid-Twenties Burton Malkiel 0.21 Nov 10 -0.97 -1.04 2.07
Sheltered Sam 80/20 Bill Bernstein 0.18 Nov 10 1.36 -0.20 3.43
Total Bond Developed World ex-US 0.17 Nov 10 1.36 -0.05 0.07
Coffeehouse Bill Schultheis 0.17 Nov 10 2.24 -0.63 2.17
Yale Endowment David Swensen 0.15 Nov 10 0.57 -1.04 1.28
Moderate Portfolio Lyn Alden 0.15 Nov 10 -1.21 -0.89 1.17
Big Rocks Portfolio Larry Swedroe 0.14 Nov 10 1.17 -0.47 2.67
Odd-Stats Strategy Aim Ways 0.13 Nov 10 -0.11 0.03 0.23
Tilt Toward Value Time Money Inc 0.12 Nov 10 1.09 -0.40 1.95
Developed World ex-US 20/80 0.11 Nov 10 0.68 -0.36 0.42
Simple and Cheap Time Money Inc 0.09 Nov 10 0.40 -0.59 1.46
Simple Money Portfolio Tim Maurer 0.06 Nov 10 1.35 -0.51 2.44
Shield Strategy Aim Ways 0.06 Nov 10 -1.57 -0.23 -1.50
Developed World ex-US 40/60 0.06 Nov 10 0.05 -0.64 0.76
Sheltered Sam 70/30 Bill Bernstein 0.05 Nov 10 1.38 -0.14 3.03
Gone Fishin' Portfolio Alexander Green 0.00 Nov 10 -0.95 -1.89 -0.21
Developed World ex-US 60/40 0.00 Nov 10 -0.55 -0.92 1.09
Core Four Rick Ferri -0.01 Nov 10 -0.29 -0.39 2.51
Andrew Tobias Portfolio Andrew Tobias -0.02 Nov 10 -0.13 -0.16 3.02
Robo Advisor 100 Value Tilt Betterment -0.02 Nov 10 -0.44 -0.37 3.88
No Brainer Portfolio Bill Bernstein -0.03 Nov 10 -0.01 -1.01 2.51
Ultimate Buy&Hold FundAdvice -0.04 Nov 10 0.63 -0.84 1.51
Developed World ex-US 80/20 -0.06 Nov 10 -1.12 -1.18 1.41
Sheltered Sam 60/40 Bill Bernstein -0.07 Nov 10 1.40 -0.09 2.63
Developed World ex-US Stocks -0.12 Nov 10 -1.66 -1.43 1.71
In Saecula Saeculorum Fulvio Marchese -0.13 Nov 10 0.04 0.10 0.41
Coward's Portfolio Bill Bernstein -0.13 Nov 10 0.73 -0.17 2.80
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.16 Nov 10 0.48 -0.26 2.25
Robo Advisor 50 Value Tilt Betterment -0.16 Nov 10 0.47 -0.44 1.56
Golden Ratio Portfolio Frank Vasquez -0.16 Nov 10 -0.10 -0.29 -0.97
Desert Portfolio Gyroscopic Investing -0.18 Nov 10 0.29 -0.02 -0.31
Sheltered Sam 50/50 Bill Bernstein -0.19 Nov 10 1.43 -0.03 2.22
Sandwich Portfolio Bob Clyatt -0.19 Nov 10 0.05 -0.79 1.03
Dimensional Retirement Income Fund DFA -0.19 Nov 09 1.14 0.19 0.71
LifeStrategy Growth Fund Vanguard -0.20 Nov 10 -0.94 -0.26 2.64
Global Market Portfolio Credit Suisse -0.22 Nov 10 0.57 -0.65 0.21
PISI Portfolio Davide Pisicchio -0.23 Nov 10 0.84 -0.19 -0.84
US Cash -0.23 Nov 10 0.35 0.92 1.86
LifeStrategy Moderate Growth Vanguard -0.24 Nov 10 -0.25 -0.18 1.91
All Country World Stocks -0.25 Nov 10 -1.60 -0.08 3.37
All Country World 80/20 -0.25 Nov 10 -0.97 -0.10 2.64
All Country World 60/40 -0.25 Nov 10 -0.30 -0.12 1.89
All Country World 40/60 -0.25 Nov 10 0.40 -0.13 1.12
All Country World 20/80 -0.25 Nov 10 1.14 -0.15 0.33
All Country World Bonds -0.25 Nov 10 1.93 -0.17 -0.49
Four Seasons Portfolio Davide Pisicchio -0.26 Nov 10 -0.41 -0.27 0.00
Second Grader's Starter Paul Farrell -0.26 Nov 10 -1.11 -0.07 3.29
Three Funds Bogleheads -0.26 Nov 10 -0.84 -0.17 2.70
Margherita Portfolio Davide Pisicchio -0.27 Nov 10 -0.15 -0.40 -0.62
LifeStrategy Conservative Growth Vanguard -0.28 Nov 10 0.47 -0.10 1.16
Robo Advisor 20 Value Tilt Betterment -0.30 Nov 10 0.81 0.04 0.98
Gretchen Tai Portfolio Gretchen Tai -0.31 Nov 10 -0.75 -1.08 1.15
Four Square Scott Burns -0.31 Nov 10 -0.06 -0.42 1.21
Sheltered Sam 40/60 Bill Bernstein -0.31 Nov 10 1.45 0.02 1.80
Robo Advisor 80 Value Tilt Betterment -0.31 Nov 10 -0.38 -0.27 2.74
Robo Advisor 90 Value Tilt Betterment -0.32 Nov 10 -0.58 -0.23 3.19
LifeStrategy Income Fund Vanguard -0.33 Nov 10 1.24 -0.02 0.38
Dedalo Four Dedalo Invest -0.33 Nov 10 -0.57 0.62 3.91
Four Funds Bogleheads -0.33 Nov 10 -0.83 -0.20 2.65
High Yield Bonds Income The Lazy Team -0.34 Nov 10 1.73 -1.03 -1.36
Ulcer Free Strategy Aim Ways -0.34 Nov 10 -1.41 -1.60 -2.82
Robo Advisor 10 Value Tilt Betterment -0.36 Nov 10 0.88 0.27 0.86
Edge Select Conservative Merrill Lynch -0.36 Nov 10 1.18 0.23 1.17
US Stocks ESG -0.37 Nov 10 -2.07 0.78 6.01
Desert Portfolio with Bitcoin Gyroscopic Investing -0.37 Nov 10 0.28 0.38 0.05
Conservative Income Charles Schwab -0.38 Nov 10 1.84 -0.07 -0.07
Robo Advisor 0 Betterment -0.41 Nov 10 0.98 0.51 0.76
Capricciosa Portfolio Davide Pisicchio -0.43 Nov 10 -0.30 0.05 1.43
Sheltered Sam 30/70 Bill Bernstein -0.44 Nov 10 1.48 0.08 1.38
Larry Portfolio Larry Swedroe -0.45 Nov 10 0.94 -0.82 -0.12
Dedalo Three Dedalo Invest -0.46 Nov 10 -0.98 0.79 4.84
Dynamic 40/60 Income The Lazy Team -0.46 Nov 10 -0.06 -1.16 -0.50
JP Morgan Balanced Portfolio JP Morgan -0.46 Nov 10 0.61 0.07 2.28
Short Term Treasury -0.47 Nov 10 0.92 0.54 0.84
Edge Select Aggressive Merrill Lynch -0.47 Nov 10 -1.54 -0.42 2.63
Margaritaville Scott Burns -0.47 Nov 10 -0.50 -0.51 1.61
Lifepath Fund iShares -0.48 Nov 10 0.82 -0.14 1.11
Stocks/Bonds 60/40 ESG -0.49 Nov 10 -0.51 0.53 3.37
Edge Select Moderately Conservative Merrill Lynch -0.50 Nov 10 0.45 -0.18 0.90
Edge Select Moderate Merrill Lynch -0.51 Nov 10 -0.22 -0.32 1.41
Edge Select Moderately Aggressive Merrill Lynch -0.51 Nov 10 -0.97 -0.31 2.08
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.51 Nov 10 1.22 -1.12 -3.57
GAA Global Asset Allocation Mebane Faber -0.53 Nov 10 0.65 0.44 0.15
US Stocks -0.54 Nov 10 -0.71 1.17 5.48
Dedalo Eleven Dedalo Invest -0.55 Nov 10 -1.12 -0.02 2.92
Stocks/Bonds 40/60 ESG -0.55 Nov 10 0.34 0.40 2.02
Stocks/Bonds 80/20 -0.56 Nov 10 -0.17 0.98 4.31
Simple Path to Wealth JL Collins -0.56 Nov 10 -0.02 0.93 4.02
Eliminate Fat Tails Larry Swedroe -0.56 Nov 10 -0.05 -1.08 0.06
Sheltered Sam 20/80 Bill Bernstein -0.56 Nov 10 1.50 0.14 0.95
Stocks/Bonds 60/40 -0.57 Nov 10 0.41 0.78 3.12
Stocks/Bonds 40/60 -0.58 Nov 10 1.03 0.57 1.90
Stocks/Bonds 20/80 -0.59 Nov 10 1.68 0.35 0.66
Total Bond US -0.60 Nov 10 2.37 0.12 -0.62
Developed World ex-US 40/60 Momentum -0.67 Nov 10 -0.58 -1.00 -0.27
Stocks/Bonds 60/40 with Bitcoin -0.67 Nov 10 0.27 1.08 3.11
Stocks/Bonds 40/60 with Bitcoin -0.68 Nov 10 0.88 0.88 1.88
Sheltered Sam 10/90 Bill Bernstein -0.68 Nov 10 1.53 0.20 0.51
Warren Buffett Portfolio Warren Buffett -0.71 Nov 10 -0.90 1.46 5.44
Perfect Portfolio Ben Stein -0.74 Nov 10 -0.85 0.50 3.25
Family Taxable Portfolio Ted Aronson -0.77 Nov 10 -0.70 -1.14 1.23
Emerging Markets Stocks -0.77 Nov 10 -8.61 -4.76 -4.11
Sheltered Sam 0/100 Bill Bernstein -0.80 Nov 10 1.56 0.26 0.06
10-year Treasury -0.82 Nov 10 3.10 -0.24 -1.40
Rob Arnott Portfolio Rob Arnott -0.83 Nov 10 2.03 1.11 0.94
Pepperoni Portfolio Davide Pisicchio -0.83 Nov 10 -0.85 0.31 2.71
Couch Potato Scott Burns -0.93 Nov 10 0.80 0.54 2.26
Diavola Portfolio Davide Pisicchio -0.97 Nov 10 -2.10 0.90 4.48
All Weather Portfolio Ray Dalio -1.08 Nov 10 2.02 1.69 0.33
Developed World ex-US 60/40 Momentum -1.09 Nov 10 -1.49 -1.45 -0.43
Five Asset Roger Gibson -1.12 Nov 10 1.52 2.16 2.84
All Weather Portfolio with Bitcoin Ray Dalio -1.15 Nov 10 1.90 1.88 0.41
Ivy Portfolio Mebane Faber -1.28 Nov 10 1.63 2.66 2.79
US Inflation Protection -1.31 Nov 10 2.55 -0.15 -1.09
Seven Value Scott Burns -1.31 Nov 10 3.89 2.90 5.44
7Twelve Portfolio Craig Israelsen -1.40 Nov 10 1.40 2.21 2.67
Stocks/Bonds 40/60 2x Leveraged -1.46 Nov 10 2.01 -0.12 0.74
Six Ways from Sunday Scott Burns -1.51 Nov 10 3.62 2.68 4.48
Stocks/Bonds 60/40 2x Leveraged -1.61 Nov 10 0.36 0.35 3.22
Stocks/Bonds 20/80 Momentum -1.69 Nov 10 -0.79 -1.06 -0.40
Developed World ex-US Stocks Momentum -1.92 Nov 10 -3.17 -2.30 -0.73
Technology -2.28 Nov 10 -6.66 0.47 3.63
Robust Alpha Architect -2.37 Nov 10 -1.62 -0.15 2.41
All Weather Portfolio 2x Leveraged Ray Dalio -2.47 Nov 10 6.23 4.13 0.95
Stocks/Bonds 40/60 Momentum -2.78 Nov 10 -3.61 -2.15 -0.20
Stocks/Bonds 60/40 Momentum -3.87 Nov 10 -6.14 -3.16 -0.01
Ark Tech Portfolio Cathie Wood -4.77 Nov 10 -7.41 14.35 17.71
Stocks/Bonds 80/20 Momentum -4.96 Nov 10 -8.41 -4.10 0.18
US Stocks Momentum -6.05 Nov 10 -10.47 -4.98 0.35