Last Update - 30 June 2026

In the following table, you can retrieve the most recent returns of the main Asset Classes (ETFs dividends included, when applicable).

Swipe left to see all data
Return (%) as of Jun 26
Ticker Asset Class 1M 3M 6M
DBC
Commodities -9.57 -7.91 19.23
VNQ
US REITs 1.65 9.67 11.11
BIL
US Cash 0.27 0.88 1.74
GLD
Gold -11.68 -14.39 -7.05
PFF
US Preferred Stocks -2.97 1.93 0.48
EFA
EAFE Stocks 0.69 8.64 9.89
HYG
US High Yield Bonds 0.09 2.05 1.69
TIP
US TIPS -0.46 0.82 1.23
BNDX
International Bonds 0.44 1.50 1.38
BND
US Total Bond Market 0.27 0.70 0.75
SPY
US Large Cap Blend -1.03 15.12 10.09
EMB
Emerg. Market Bonds 0.43 4.05 2.38
VTI
US Total Stock Market -0.39 15.68 11.04
IJR
US Small Cap Blend 7.28 19.67 23.98
VT
World All Countries -0.38 13.88 11.93
LQD
US Invest. Grade Bonds 0.11 1.26 0.88
TLT
US Long Term Treasuries 1.17 0.85 1.03
CWB
US Convertible Bonds -0.12 18.26 21.63
QQQ
US Technology -0.15 27.73 20.16
EEM
Emerging Markets 0.24 21.09 25.69
IJH
US Mid Cap Blend 3.62 14.47 17.40
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
US Stocks Value 3.10 Jul 28 0.23 8.17 8.27
Cape US Sector Value Robert Shiller 2.71 Jul 28 0.89 5.40 0.88
Berkshire Hathaway Warren Buffett 2.56 Jul 28 5.34 4.28 -0.79
Aggressive Global Income The Lazy Team 2.39 Jul 28 1.12 6.17 10.31
US Stocks Equal Weight 2.31 Jul 28 2.28 11.29 11.98
US Stocks Minimum Volatility 2.18 Jul 28 0.17 4.34 3.19
Cockroach Portfolio Tony Dong 2.03 Jul 28 -0.36 -1.11 2.44
Ivy Portfolio Mebane Faber 1.79 Jul 28 -2.10 4.08 12.29
Five Asset Roger Gibson 1.51 Jul 28 -1.89 5.27 11.37
Seven Value Scott Burns 1.47 Jul 28 -0.13 4.61 10.72
Talmud Portfolio 2x Leveraged Roger Gibson 1.42 Jul 28 -0.51 14.62 10.88
Six Ways from Sunday Scott Burns 1.34 Jul 28 -0.71 3.45 9.96
Talmud Portfolio Roger Gibson 0.96 Jul 28 0.51 8.59 7.63
7Twelve Portfolio Craig Israelsen 0.93 Jul 28 -1.07 4.44 11.82
Weird Portfolio Value Stock Geek 0.83 Jul 28 -1.39 3.50 6.71
European Stocks 0.78 Jul 28 0.83 8.88 7.84
Dynamic 60/40 Income The Lazy Team 0.70 Jul 28 -0.29 5.88 4.98
Simple Money Portfolio Tim Maurer 0.65 Jul 28 0.64 6.53 7.86
One-Decision Portfolio Marvin Appel 0.56 Jul 28 0.77 7.02 7.03
Nano Portfolio John Wasik 0.45 Jul 28 0.36 7.04 6.80
Marc Faber Portfolio Marc Faber 0.40 Jul 28 -2.51 2.42 4.70
Big Rocks Portfolio Larry Swedroe 0.34 Jul 28 1.33 8.06 9.41
Sheltered Sam 100/0 Bill Bernstein 0.33 Jul 28 1.54 12.58 14.67
US Cash 0.28 Jul 28 0.27 0.88 1.74
Sheltered Sam 90/10 Bill Bernstein 0.27 Jul 28 1.39 11.39 13.28
Gold 0.27 Jul 28 -11.68 -14.39 -7.05
Sheltered Sam 80/20 Bill Bernstein 0.22 Jul 28 1.23 10.20 11.90
Sheltered Sam 70/30 Bill Bernstein 0.16 Jul 28 1.07 9.00 10.52
Sheltered Sam 60/40 Bill Bernstein 0.11 Jul 28 0.91 7.80 9.14
Short Term Treasury 0.08 Jul 28 0.06 0.33 0.60
Rob Arnott Portfolio Rob Arnott 0.08 Jul 28 -0.92 3.28 6.15
Ultimate Buy and Hold Strategy Paul Merriman 0.07 Jul 28 0.98 12.16 14.50
Sheltered Sam 50/50 Bill Bernstein 0.06 Jul 28 0.75 6.60 7.76
Robo Advisor 0 Betterment 0.05 Jul 28 0.06 0.34 0.58
Sheltered Sam 40/60 Bill Bernstein 0.00 Jul 28 0.58 5.39 6.38
Coffeehouse Bill Schultheis -0.03 Jul 28 1.85 8.76 9.87
Ultimate Buy&Hold FundAdvice -0.04 Jul 28 0.63 7.36 8.71
Sheltered Sam 30/70 Bill Bernstein -0.05 Jul 28 0.40 4.18 5.00
Five Fold Scott Burns -0.07 Jul 28 0.29 7.90 7.86
Sheltered Sam 20/80 Bill Bernstein -0.11 Jul 28 0.22 2.97 3.62
Conservative Income Charles Schwab -0.15 Jul 28 0.21 1.35 1.70
Sheltered Sam 10/90 Bill Bernstein -0.16 Jul 28 0.04 1.75 2.23
Sheltered Sam 0/100 Bill Bernstein -0.21 Jul 28 -0.15 0.53 0.85
Robo Advisor 10 Value Tilt Betterment -0.21 Jul 28 0.17 1.88 2.08
Conservative Portfolio Lyn Alden -0.25 Jul 28 -0.55 7.34 7.76
Late Sixties and Beyond Burton Malkiel -0.27 Jul 28 0.54 9.83 9.28
Pinwheel Tyler -0.30 Jul 28 -0.24 7.29 8.92
Yale Endowment David Swensen -0.33 Jul 28 0.14 9.53 9.21
Andrew Tobias Portfolio Andrew Tobias -0.33 Jul 28 0.12 8.11 7.17
Tilt Toward Value Time Money Inc -0.35 Jul 28 0.66 8.39 8.22
JP Morgan Balanced Portfolio JP Morgan -0.35 Jul 28 0.21 8.26 9.56
Aim comfortable trip Aim Ways -0.37 Jul 28 -1.09 3.64 5.22
Lazy Portfolio David Swensen -0.38 Jul 28 0.20 9.57 9.17
Golden Butterfly with Bitcoin Tyler -0.38 Jul 28 -1.17 3.48 4.78
Desert Portfolio with Bitcoin Gyroscopic Investing -0.39 Jul 28 -1.37 3.04 2.03
Ideal Index Frank Armstrong -0.41 Jul 28 1.58 9.63 11.23
Dynamic 40/60 Income The Lazy Team -0.42 Jul 28 -0.56 4.73 3.24
US Stocks Quality -0.44 Jul 28 2.01 14.60 10.91
Robo Advisor 20 Value Tilt Betterment -0.45 Jul 28 0.29 3.40 3.57
Coward's Portfolio Bill Bernstein -0.46 Jul 28 1.25 9.14 10.17
Golden Butterfly Tyler -0.50 Jul 28 -1.08 3.37 5.30
Desert Portfolio Gyroscopic Investing -0.51 Jul 28 -1.27 2.93 2.55
Edge Select Conservative Merrill Lynch -0.54 Jul 28 0.42 3.69 3.84
Dimensional Retirement Income Fund DFA -0.55 Jul 27 -1.38 2.12 2.41
Permanent Portfolio with Bitcoin Harry Browne -0.56 Jul 28 -2.80 0.38 1.17
Simplified Permanent Portfolio The Lazy Team -0.58 Jul 28 -2.94 -0.10 0.97
All Weather Portfolio with Bitcoin Ray Dalio -0.63 Jul 28 -1.53 2.92 3.84
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.64 Jul 28 -0.03 9.73 8.77
Long Term Portfolio Ben Stein -0.64 Jul 28 0.78 11.25 11.40
US Inflation Protection -0.66 Jul 28 -0.46 0.82 1.23
Simple and Cheap Time Money Inc -0.67 Jul 28 0.20 8.37 7.70
Permanent Portfolio Harry Browne -0.68 Jul 28 -2.70 0.29 1.69
All Weather Portfolio Ray Dalio -0.68 Jul 28 -1.43 2.86 4.62
Total Bond Developed World ex-US -0.68 Jul 28 0.44 1.50 1.38
Total Bond US -0.72 Jul 28 0.27 0.70 0.75
Larry Portfolio Larry Swedroe -0.73 Jul 28 0.64 4.39 5.40
Stocks/Bonds 40/60 with Bitcoin -0.73 Jul 28 -0.34 6.18 4.08
All Country World Bonds -0.73 Jul 28 0.36 1.48 1.21
10-year Treasury -0.74 Jul 28 0.25 0.08 -0.06
Sandwich Portfolio Bob Clyatt -0.78 Jul 28 0.21 7.78 7.65
Stocks/Bonds 20/80 -0.79 Jul 28 0.13 3.59 2.81
Stocks/Bonds 60/40 with Bitcoin -0.80 Jul 28 -0.46 9.19 6.14
Warren Buffett Portfolio Warren Buffett -0.82 Jul 28 -0.86 13.83 8.95
PISI Portfolio Davide Pisicchio -0.84 Jul 28 -1.18 3.13 2.67
Mid-Fifties Burton Malkiel -0.86 Jul 28 0.44 11.37 10.75
In Saecula Saeculorum Fulvio Marchese -0.86 Jul 28 -1.28 5.50 4.44
Stocks/Bonds 40/60 -0.87 Jul 28 -0.01 6.54 4.86
Couch Potato Scott Burns -0.88 Jul 28 -0.42 8.08 6.13
Stocks/Bonds 40/60 ESG -0.89 Jul 28 -0.33 7.34 4.33
LifeStrategy Income Fund Vanguard -0.91 Jul 28 0.22 3.55 3.24
Margherita Portfolio Davide Pisicchio -0.91 Jul 28 -1.29 4.00 3.78
All Country World 20/80 -0.92 Jul 28 0.19 3.93 3.36
Core Four Rick Ferri -0.92 Jul 28 0.04 11.24 9.83
Stocks/Bonds 60/40 -0.94 Jul 28 -0.14 9.54 6.92
GAA Global Asset Allocation Mebane Faber -0.96 Jul 28 -1.11 4.63 6.82
Golden Ratio Portfolio Frank Vasquez -0.96 Jul 28 -1.35 4.84 5.88
Stocks/Bonds 60/40 ESG -0.97 Jul 28 -0.61 10.80 6.17
Four Seasons Portfolio Davide Pisicchio -0.98 Jul 28 -1.32 5.54 4.89
Simple Path to Wealth JL Collins -1.00 Jul 28 -0.23 11.81 8.46
Developed World ex-US 20/80 -1.01 Jul 28 0.30 3.61 4.07
Lifepath Fund iShares -1.02 Jul 28 0.23 6.28 5.71
Stocks/Bonds 80/20 -1.02 Jul 28 -0.27 12.58 8.98
High Yield Bonds Income The Lazy Team -1.04 Jul 28 0.22 2.66 1.86
Robo Advisor 50 Value Tilt Betterment -1.04 Jul 28 0.58 7.77 7.90
Capricciosa Portfolio Davide Pisicchio -1.07 Jul 28 -0.75 7.86 6.29
Robo Advisor 100 Value Tilt Betterment -1.09 Jul 28 0.87 13.59 14.05
US Stocks -1.09 Jul 28 -0.39 15.68 11.04
All Country World 40/60 -1.10 Jul 28 0.04 6.39 5.50
LifeStrategy Conservative Growth Vanguard -1.11 Jul 28 0.12 6.18 5.54
US Stocks ESG -1.13 Jul 28 -1.14 18.04 9.84
Dedalo Four Dedalo Invest -1.15 Jul 28 -0.23 12.31 9.33
No Brainer Portfolio Bill Bernstein -1.20 Jul 28 1.73 11.88 12.25
Aggressive Portfolio Lyn Alden -1.21 Jul 28 -0.33 10.86 10.74
Late Thirties to Early Forties Burton Malkiel -1.22 Jul 28 0.35 12.26 11.58
Edge Select Moderately Conservative Merrill Lynch -1.24 Jul 28 0.04 6.14 5.31
Dedalo Three Dedalo Invest -1.26 Jul 28 -0.38 15.13 11.30
Four Square Scott Burns -1.26 Jul 28 -0.06 7.45 7.05
All Country World 60/40 -1.29 Jul 28 -0.11 8.87 7.64
Odd-Stats Strategy Aim Ways -1.30 Jul 28 -0.85 6.19 5.62
LifeStrategy Moderate Growth Vanguard -1.31 Jul 28 0.02 8.83 7.84
Perfect Portfolio Ben Stein -1.32 Jul 28 -0.40 10.70 11.89
Developed World ex-US 40/60 -1.33 Jul 28 0.16 5.68 6.77
Gold Pivot Ptf Aim Ways -1.34 Jul 28 -3.83 -0.15 1.67
Mid-Twenties Burton Malkiel -1.40 Jul 28 0.31 12.65 12.01
Moderate Portfolio Lyn Alden -1.41 Jul 28 -0.26 10.06 9.93
Margaritaville Scott Burns -1.46 Jul 28 -0.22 9.50 8.96
All Country World 80/20 -1.47 Jul 28 -0.25 11.37 9.79
Four Funds Bogleheads -1.47 Jul 28 -0.16 11.52 10.08
Three Funds Bogleheads -1.48 Jul 28 -0.09 11.51 10.03
LifeStrategy Growth Fund Vanguard -1.51 Jul 28 -0.07 11.49 10.14
Second Grader's Starter Paul Farrell -1.52 Jul 28 -0.16 13.02 11.06
Edge Select Moderate Merrill Lynch -1.54 Jul 28 0.09 8.54 7.49
Global Market Portfolio Credit Suisse -1.58 Jul 28 0.16 7.01 6.63
Robo Advisor 80 Value Tilt Betterment -1.60 Jul 28 0.55 11.94 12.70
All Country World Stocks -1.66 Jul 28 -0.38 13.88 11.93
All Weather Portfolio 2x Leveraged Ray Dalio -1.66 Jul 28 -2.77 2.23 5.86
Eliminate Fat Tails Larry Swedroe -1.66 Jul 28 1.16 6.83 8.49
Developed World ex-US 60/40 -1.66 Jul 28 0.04 7.74 9.46
Robo Advisor 90 Value Tilt Betterment -1.66 Jul 28 0.59 13.21 14.08
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -1.67 Jul 28 -6.25 -1.53 -2.01
Paul Boyer Portfolio Paul Boyer -1.73 Jul 28 -1.57 1.62 4.85
Shield Strategy Aim Ways -1.76 Jul 28 -2.51 4.58 4.27
Edge Select Moderately Aggressive Merrill Lynch -1.79 Jul 28 -0.01 10.88 9.46
Dedalo Eleven Dedalo Invest -1.80 Jul 28 -0.20 12.55 10.87
Gretchen Tai Portfolio Gretchen Tai -1.81 Jul 28 0.24 10.70 10.97
Pepperoni Portfolio Davide Pisicchio -1.83 Jul 28 -0.20 11.35 8.61
Gone Fishin' Portfolio Alexander Green -1.93 Jul 28 0.49 10.16 11.73
Desert Portfolio 2x Leveraged Gyroscopic Investing -1.95 Jul 28 -3.00 4.64 1.79
Golden Butterfly 2x Leveraged Tyler -1.97 Jul 28 -1.34 7.28 7.87
Developed World ex-US 80/20 -1.99 Jul 28 -0.09 9.77 12.16
Edge Select Aggressive Merrill Lynch -2.04 Jul 28 0.10 13.15 11.63
Stocks/Bonds 60/40 2x Leveraged -2.11 Jul 28 -1.68 17.07 9.32
Stocks/Bonds 40/60 2x Leveraged -2.12 Jul 28 -1.06 10.91 5.57
Developed World ex-US 40/60 Momentum -2.16 Jul 28 1.12 5.84 5.80
Developed World ex-US Stocks -2.32 Jul 28 -0.20 11.77 14.85
Ulcer Free Strategy Aim Ways -2.35 Jul 28 -1.22 4.31 5.07
Robust Alpha Architect -2.52 Jul 28 2.18 14.16 18.54
Diavola Portfolio Davide Pisicchio -2.80 Jul 28 -0.28 17.01 12.23
Family Taxable Portfolio Ted Aronson -2.82 Jul 28 1.38 12.77 14.35
Developed World ex-US 60/40 Momentum -2.91 Jul 28 1.43 8.00 8.01
Stocks/Bonds 20/80 Momentum -3.52 Jul 28 2.28 8.88 8.05
Developed World ex-US Stocks Momentum -4.39 Jul 28 2.04 12.32 12.44
Stocks/Bonds 40/60 Momentum -6.32 Jul 28 4.10 17.20 15.34
Technology -8.27 Jul 28 -0.15 27.73 20.16
Emerging Markets Stocks -8.84 Jul 28 0.24 21.09 25.69
Stocks/Bonds 60/40 Momentum -9.13 Jul 28 5.76 25.66 22.64
Ark Tech Portfolio Cathie Wood -9.91 Jul 28 2.06 29.22 15.91
Stocks/Bonds 80/20 Momentum -11.93 Jul 28 7.28 34.26 29.94
US Stocks Momentum -14.73 Jul 28 8.68 43.01 37.24