Assets and Lazy Portfolios Short Term Returns

Last Update - Nov 28 2025, 01:00PM 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 Oct 25
Ticker Asset Class Nov 25â–ľ Time(ET) 1M 3M 6M
FLLA
Latin America 5.65 Nov 28, 12:58PM 0.30 14.29 17.12
GLD
Gold 5.37 Nov 28 3.56 21.51 21.18
IJR
US Small Cap 2.61 Nov 28 -0.87 7.22 18.52
VNQ
US REITs 2.42 Nov 28 -2.45 1.00 2.93
VGK
Europe 1.53 Nov 28 0.63 6.43 12.05
LQD
US Invest. Grade Bonds 0.93 Nov 28 0.15 3.09 5.36
DBC
Commodities 0.79 Nov 28 1.55 1.92 11.23
HYG
US High Yield Bonds 0.75 Nov 28 -0.01 1.99 5.83
EFA
EAFE Stocks 0.74 Nov 28 1.20 7.96 13.42
BND
US Total Bond Market 0.60 Nov 28 0.60 2.89 3.47
EMB
Emerg. Market Bonds 0.50 Nov 28 1.98 5.44 10.28
BIL
US Cash 0.29 Nov 28 0.35 1.06 2.13
TLT
US Long Term Treasuries 0.27 Nov 28 1.38 5.04 3.18
VTI
US Total Stock Market 0.27 Nov 28 2.21 8.19 23.66
TIP
US TIPS 0.22 Nov 28 0.32 2.37 2.69
VT
World All Countries 0.21 Nov 28 2.02 8.58 21.57
SPY
US Large Cap 0.20 Nov 28 2.38 8.21 23.70
BNDX
International Bonds -0.18 Nov 28, 01:00PM 1.00 1.67 1.91
PFF
US Preferred Stocks -0.29 Nov 28 -0.76 1.46 6.89
VPL
Pacific -0.87 Nov 28 4.31 12.62 22.42
QQQ
US Technology -1.56 Nov 28 4.78 11.47 32.61
EEM
Emerging Markets -1.77 Nov 28 3.56 13.88 27.60
CWB
US Convertible Bonds -2.65 Nov 28 3.03 10.15 21.24
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 25) 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 25
Portfolio Author Nov 25â–ľ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 7.59 Nov 28 -5.10 -0.57 -10.59
Gold 5.37 Nov 28 3.56 21.51 21.18
Cockroach Portfolio Tony Dong 4.28 Nov 28 1.66 7.79 7.87
Golden Butterfly 2x Leveraged Tyler 3.62 Nov 28 2.48 18.18 24.67
Cape US Sector Value Robert Shiller 3.52 Nov 28, 12:50PM -3.07 0.35 5.33
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 3.38 Nov 28 3.45 19.21 23.32
Aggressive Global Income The Lazy Team 2.63 Nov 28 -0.67 4.03 9.26
Weird Portfolio Value Stock Geek 2.52 Nov 28 0.49 8.93 13.10
US Stocks Minimum Volatility 2.31 Nov 28 -2.06 1.01 1.44
Marc Faber Portfolio Marc Faber 2.11 Nov 28 1.30 9.38 12.94
Desert Portfolio 2x Leveraged Gyroscopic Investing 1.99 Nov 28 2.72 12.97 18.92
US Stocks Equal Weight 1.92 Nov 28 -0.93 2.79 12.05
Simplified Permanent Portfolio The Lazy Team 1.90 Nov 28 1.95 9.52 12.74
Golden Butterfly Tyler 1.84 Nov 28 1.60 9.71 14.09
Sheltered Sam 100/0 Bill Bernstein 1.83 Nov 28 0.79 8.03 17.38
Gold Pivot Ptf Aim Ways 1.75 Nov 28, 01:00PM 2.36 10.77 14.15
US Stocks Value 1.70 Nov 28 1.08 6.41 14.85
Sheltered Sam 90/10 Bill Bernstein 1.68 Nov 28 0.75 7.44 15.79
Ultimate Buy and Hold Strategy Paul Merriman 1.65 Nov 28 0.26 7.23 16.94
Paul Boyer Portfolio Paul Boyer 1.62 Nov 28 1.88 10.36 12.68
Permanent Portfolio Harry Browne 1.55 Nov 28 2.04 9.60 12.80
Simple Money Portfolio Tim Maurer 1.55 Nov 28 0.30 5.20 11.02
Developed World ex-US Stocks Momentum 1.54 Nov 28, 01:00PM -0.47 6.47 13.91
Talmud Portfolio 2x Leveraged Roger Gibson 1.54 Nov 28 -0.10 6.06 13.87
Sheltered Sam 80/20 Bill Bernstein 1.53 Nov 28 0.71 6.83 14.22
European Stocks 1.53 Nov 28 0.63 6.43 12.05
Golden Ratio Portfolio Frank Vasquez 1.45 Nov 28 1.66 9.44 15.48
Aim comfortable trip Aim Ways 1.45 Nov 28, 01:00PM 1.51 7.80 11.78
Golden Butterfly with Bitcoin Tyler 1.39 Nov 28, 05:28PM 1.43 9.08 13.95
Sheltered Sam 70/30 Bill Bernstein 1.39 Nov 28 0.66 6.23 12.67
All Weather Portfolio 2x Leveraged Ray Dalio 1.37 Nov 28 2.74 13.12 19.28
Coffeehouse Bill Schultheis 1.33 Nov 28 0.31 5.32 10.79
Shield Strategy Aim Ways 1.30 Nov 28 2.14 9.42 15.84
Pinwheel Tyler 1.30 Nov 28 1.10 7.88 13.49
Big Rocks Portfolio Larry Swedroe 1.29 Nov 28 0.24 4.97 10.74
Sheltered Sam 60/40 Bill Bernstein 1.24 Nov 28 0.62 5.62 11.12
Ultimate Buy&Hold FundAdvice 1.24 Nov 28 0.24 5.16 10.96
PISI Portfolio Davide Pisicchio 1.20 Nov 28 1.48 6.74 10.98
Seven Value Scott Burns 1.19 Nov 28, 01:00PM 0.23 4.46 10.40
Ideal Index Frank Armstrong 1.12 Nov 28 0.55 5.89 11.88
Talmud Portfolio Roger Gibson 1.09 Nov 28 0.18 4.10 9.69
Permanent Portfolio with Bitcoin Harry Browne 1.09 Nov 28, 05:28PM 1.87 8.98 12.67
Sheltered Sam 50/50 Bill Bernstein 1.09 Nov 28 0.57 5.00 9.59
One-Decision Portfolio Marvin Appel 1.08 Nov 28 0.12 3.75 8.76
Desert Portfolio Gyroscopic Investing 1.06 Nov 28 1.42 6.20 10.31
In Saecula Saeculorum Fulvio Marchese 1.04 Nov 28 1.64 7.36 14.07
Gone Fishin' Portfolio Alexander Green 1.01 Nov 28 1.38 7.88 15.36
10-year Treasury 0.99 Nov 28 0.71 3.04 2.78
Larry Portfolio Larry Swedroe 0.98 Nov 28 0.43 4.31 7.56
Developed World ex-US Stocks 0.97 Nov 28 1.77 8.99 16.81
Six Ways from Sunday Scott Burns 0.96 Nov 28, 01:00PM 0.32 4.29 9.99
Sheltered Sam 40/60 Bill Bernstein 0.94 Nov 28 0.52 4.39 8.08
Odd-Stats Strategy Aim Ways 0.94 Nov 28, 01:00PM 1.39 6.32 10.56
Stocks/Bonds 40/60 2x Leveraged 0.93 Nov 28 2.36 9.11 18.41
Coward's Portfolio Bill Bernstein 0.92 Nov 28 0.78 5.53 11.61
US Stocks Quality 0.91 Nov 28, 01:00PM 0.93 6.88 16.44
Late Sixties and Beyond Burton Malkiel 0.89 Nov 28 0.96 5.97 13.21
No Brainer Portfolio Bill Bernstein 0.88 Nov 28 1.02 6.79 15.40
Margherita Portfolio Davide Pisicchio 0.86 Nov 28 1.51 6.65 11.47
Five Asset Roger Gibson 0.85 Nov 28, 01:00PM 0.83 4.81 11.69
Developed World ex-US 60/40 Momentum 0.85 Nov 28, 01:00PM 0.04 4.74 9.42
Nano Portfolio John Wasik 0.85 Nov 28 0.43 4.61 9.08
Four Seasons Portfolio Davide Pisicchio 0.82 Nov 28 1.68 7.24 13.56
Tilt Toward Value Time Money Inc 0.80 Nov 28, 01:00PM 0.87 5.49 11.58
Sheltered Sam 30/70 Bill Bernstein 0.79 Nov 28 0.48 3.76 6.57
Ivy Portfolio Mebane Faber 0.79 Nov 28 0.71 4.86 11.90
Yale Endowment David Swensen 0.76 Nov 28 0.83 5.54 12.09
All Weather Portfolio Ray Dalio 0.76 Nov 28 1.74 6.80 10.93
Developed World ex-US 80/20 0.74 Nov 28, 01:00PM 1.64 7.70 14.04
Sandwich Portfolio Bob Clyatt 0.74 Nov 28 0.83 5.26 11.55
Robust Alpha Architect 0.73 Nov 28, 01:00PM -0.46 4.50 13.19
High Yield Bonds Income The Lazy Team 0.72 Nov 28 0.52 3.45 7.38
Dynamic 60/40 Income The Lazy Team 0.72 Nov 28 -0.10 2.88 8.01
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.68 Nov 28 1.20 6.11 13.81
Lazy Portfolio David Swensen 0.68 Nov 28 0.83 5.64 12.27
Mid-Fifties Burton Malkiel 0.67 Nov 28 1.29 6.97 15.48
Robo Advisor 90 Value Tilt Betterment 0.67 Nov 28, 01:00PM 1.63 8.31 18.63
Robo Advisor 100 Value Tilt Betterment 0.67 Nov 28 1.53 8.54 19.19
GAA Global Asset Allocation Mebane Faber 0.65 Nov 28, 01:00PM 1.42 6.40 11.51
Sheltered Sam 20/80 Bill Bernstein 0.65 Nov 28 0.43 3.13 5.08
Long Term Portfolio Ben Stein 0.64 Nov 28 1.14 6.86 15.12
Five Fold Scott Burns 0.63 Nov 28, 01:00PM 0.65 4.75 9.73
7Twelve Portfolio Craig Israelsen 0.62 Nov 28 0.64 4.42 10.94
Robo Advisor 80 Value Tilt Betterment 0.61 Nov 28, 01:00PM 1.58 7.77 16.99
Desert Portfolio with Bitcoin Gyroscopic Investing 0.60 Nov 28, 05:28PM 1.24 5.58 10.16
Total Bond US 0.60 Nov 28 0.60 2.89 3.47
Simple and Cheap Time Money Inc 0.57 Nov 28, 01:00PM 1.11 5.67 12.03
Rob Arnott Portfolio Rob Arnott 0.57 Nov 28, 01:00PM 0.77 3.88 7.61
Capricciosa Portfolio Davide Pisicchio 0.56 Nov 28 1.67 6.74 14.60
Stocks/Bonds 60/40 2x Leveraged 0.55 Nov 28 2.97 11.12 27.27
Edge Select Conservative Merrill Lynch 0.55 Nov 28, 01:00PM 0.70 3.42 6.38
Core Four Rick Ferri 0.54 Nov 28 1.46 7.01 16.35
Stocks/Bonds 20/80 0.53 Nov 28 0.94 3.98 7.23
Conservative Income Charles Schwab 0.51 Nov 28, 01:00PM 0.31 2.12 3.05
Lifepath Fund iShares 0.51 Nov 28 1.13 5.24 10.36
Developed World ex-US 60/40 0.51 Nov 28, 01:00PM 1.50 6.33 11.17
Developed World ex-US 40/60 Momentum 0.51 Nov 28, 01:00PM 0.33 3.79 7.02
Late Thirties to Early Forties Burton Malkiel 0.51 Nov 28 1.51 7.53 16.86
Sheltered Sam 10/90 Bill Bernstein 0.50 Nov 28 0.38 2.50 3.60
Andrew Tobias Portfolio Andrew Tobias 0.48 Nov 28 1.27 6.02 12.69
Stocks/Bonds 40/60 0.46 Nov 28 1.27 5.06 11.12
Robo Advisor 0 Betterment 0.46 Nov 28 0.34 1.56 1.84
Gretchen Tai Portfolio Gretchen Tai 0.46 Nov 28, 01:00PM 1.50 7.26 15.15
Robo Advisor 10 Value Tilt Betterment 0.44 Nov 28, 01:00PM 0.58 2.52 3.90
Short Term Treasury 0.44 Nov 28 0.33 1.52 1.76
Robo Advisor 20 Value Tilt Betterment 0.42 Nov 28, 01:00PM 0.80 3.46 5.96
Edge Select Moderately Conservative Merrill Lynch 0.42 Nov 28, 01:00PM 1.16 5.07 10.44
Family Taxable Portfolio Ted Aronson 0.41 Nov 28 1.66 7.82 16.07
Robo Advisor 50 Value Tilt Betterment 0.41 Nov 28, 01:00PM 1.32 5.93 11.75
Mid-Twenties Burton Malkiel 0.41 Nov 28 1.58 7.75 17.36
Edge Select Moderate Merrill Lynch 0.40 Nov 28, 01:00PM 1.37 6.16 13.55
Stocks/Bonds 60/40 0.40 Nov 28 1.60 6.12 15.15
Three Funds Bogleheads 0.38 Nov 28 1.79 7.65 17.67
LifeStrategy Income Fund Vanguard 0.36 Nov 28, 01:00PM 1.01 3.86 6.57
Global Market Portfolio Credit Suisse 0.36 Nov 28, 01:00PM 1.27 5.75 10.88
All Weather Portfolio with Bitcoin Ray Dalio 0.35 Nov 28, 05:28PM 1.59 6.39 10.91
Sheltered Sam 0/100 Bill Bernstein 0.35 Nov 28 0.33 1.86 2.13
LifeStrategy Conservative Growth Vanguard 0.35 Nov 28, 01:00PM 1.29 5.16 10.17
Simple Path to Wealth JL Collins 0.35 Nov 28 1.83 6.90 18.27
Second Grader's Starter Paul Farrell 0.35 Nov 28 1.93 8.15 19.70
LifeStrategy Moderate Growth Vanguard 0.34 Nov 28, 01:00PM 1.55 6.41 13.81
Four Funds Bogleheads 0.34 Nov 28 1.76 7.60 17.57
LifeStrategy Growth Fund Vanguard 0.34 Nov 28, 01:00PM 1.80 7.62 17.48
Perfect Portfolio Ben Stein 0.33 Nov 28 1.69 7.26 17.02
Dynamic 40/60 Income The Lazy Team 0.33 Nov 28 0.79 3.77 9.49
Stocks/Bonds 80/20 0.33 Nov 28 1.91 7.16 19.33
All Country World Bonds 0.31 Nov 28, 01:00PM 0.96 2.87 3.95
Margaritaville Scott Burns 0.30 Nov 28 1.49 6.87 14.62
Eliminate Fat Tails Larry Swedroe 0.30 Nov 28 0.74 4.53 8.42
All Country World 20/80 0.29 Nov 28, 01:00PM 1.19 4.08 7.39
Ulcer Free Strategy Aim Ways 0.29 Nov 28, 01:00PM 2.07 7.22 10.74
US Cash 0.29 Nov 28 0.35 1.06 2.13
Edge Select Moderately Aggressive Merrill Lynch 0.28 Nov 28, 01:00PM 1.67 7.18 16.63
Developed World ex-US 40/60 0.28 Nov 28, 01:00PM 1.35 4.88 8.19
All Country World 40/60 0.27 Nov 28, 01:00PM 1.41 5.25 10.88
US Stocks 0.27 Nov 28 2.21 8.19 23.66
All Country World 60/40 0.25 Nov 28, 01:00PM 1.63 6.39 14.40
Stocks/Bonds 40/60 ESG 0.25 Nov 28, 01:00PM 1.42 5.30 11.69
Dimensional Retirement Income Fund DFA 0.25 Nov 28 0.47 3.04 6.01
Dedalo Three Dedalo Invest 0.25 Nov 28 2.15 8.31 23.01
Couch Potato Scott Burns 0.24 Nov 28 1.30 5.32 12.65
All Country World 80/20 0.23 Nov 28, 01:00PM 1.83 7.50 17.97
US Inflation Protection 0.22 Nov 28 0.32 2.37 2.69
All Country World Stocks 0.21 Nov 28 2.02 8.58 21.57
Edge Select Aggressive Merrill Lynch 0.21 Nov 28, 01:00PM 1.88 8.09 19.35
Four Square Scott Burns 0.18 Nov 28, 01:00PM 1.37 5.63 11.40
Dedalo Eleven Dedalo Invest 0.17 Nov 28, 01:00PM 2.06 7.86 18.38
Stocks/Bonds 20/80 Momentum 0.17 Nov 28, 01:00PM 0.27 3.49 7.09
Dedalo Four Dedalo Invest 0.16 Nov 28, 01:00PM 1.94 7.06 18.58
Stocks/Bonds 40/60 with Bitcoin 0.11 Nov 28, 05:28PM 1.15 4.81 11.19
Stocks/Bonds 60/40 ESG 0.10 Nov 28, 01:00PM 1.78 6.45 15.98
Pepperoni Portfolio Davide Pisicchio 0.09 Nov 28 1.95 6.54 16.37
Warren Buffett Portfolio Warren Buffett 0.09 Nov 28 2.30 7.68 21.89
Developed World ex-US 20/80 0.05 Nov 28, 01:00PM 1.18 3.33 5.11
Stocks/Bonds 60/40 with Bitcoin 0.04 Nov 28, 05:28PM 1.48 5.86 15.22
Diavola Portfolio Davide Pisicchio -0.15 Nov 28 2.71 8.43 23.51
Total Bond Developed World ex-US -0.18 Nov 28, 01:00PM 1.00 1.67 1.91
US Stocks ESG -0.21 Nov 28, 01:00PM 2.48 8.69 25.08
Stocks/Bonds 40/60 Momentum -0.27 Nov 28, 01:00PM -0.04 4.06 10.74
Stocks/Bonds 60/40 Momentum -0.70 Nov 28, 01:00PM -0.34 4.60 14.40
Stocks/Bonds 80/20 Momentum -1.13 Nov 28, 01:00PM -0.61 5.12 18.09
Technology -1.56 Nov 28 4.78 11.47 32.61
US Stocks Momentum -1.56 Nov 28, 01:00PM -0.87 5.61 21.81
Emerging Markets Stocks -1.77 Nov 28 3.56 13.88 27.60
Ark Tech Portfolio Cathie Wood -8.90 Nov 28, 01:00PM 6.51 21.31 66.36