Last Update - 31 August 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 Aug 26
Ticker Asset Class 1M 3M 6M
DBC
Commodities 6.28 6.17 24.70
BIL
US Cash 0.28 0.89 1.79
EEM
Emerging Markets 4.57 -1.80 7.65
CWB
US Convertible Bonds 0.54 -5.05 9.17
TIP
US TIPS -0.02 -1.16 -1.26
HYG
US High Yield Bonds 0.90 0.84 1.84
BNDX
International Bonds -0.21 -0.91 -2.00
BND
US Total Bond Market 0.36 -0.65 -1.96
EMB
Emerg. Market Bonds 0.56 -0.46 -0.47
PFF
US Preferred Stocks 0.37 -2.22 -0.75
QQQ
US Technology 4.18 -2.81 18.30
SPY
US Large Cap Blend 2.68 1.66 12.41
VT
World All Countries 3.01 1.90 9.25
VTI
US Total Stock Market 2.70 1.80 12.30
LQD
US Invest. Grade Bonds 0.40 -1.75 -2.68
EFA
EAFE Stocks 1.77 4.15 3.58
TLT
US Long Term Treasuries 0.73 -2.65 -7.06
IJR
US Small Cap Blend -0.65 4.54 11.94
VNQ
US REITs -2.54 1.66 2.76
GLD
Gold 9.93 -2.09 -15.57
IJH
US Mid Cap Blend 0.11 1.26 5.91
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 Sep 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 Aug 26
Portfolio Author Sep 26▾ Time(ET) 1M 3M 6M
US Stocks Momentum 0.93 Sep 10 0.26 -4.79 18.98
Berkshire Hathaway Warren Buffett 0.61 Sep 10 -1.30 6.44 -0.05
Ivy Portfolio Mebane Faber 0.55 Sep 10 2.15 2.63 10.06
Stocks/Bonds 80/20 Momentum 0.54 Sep 10 0.28 -4.10 14.76
7Twelve Portfolio Craig Israelsen 0.43 Sep 10 1.91 2.58 9.05
Five Asset Roger Gibson 0.32 Sep 10 2.08 2.37 8.70
Robust Alpha Architect 0.31 Sep 10 1.14 0.92 10.91
Stocks/Bonds 60/40 Momentum 0.16 Sep 10 0.30 -3.35 10.56
US Cash 0.10 Sep 10 0.28 0.89 1.79
Developed World ex-US Stocks Momentum 0.04 Sep 10 2.11 1.90 2.19
Emerging Markets Stocks -0.03 Sep 10 4.57 -1.80 7.65
Stocks/Bonds 40/60 Momentum -0.23 Sep 10 0.32 -2.54 6.37
Short Term Treasury -0.28 Sep 10 0.17 0.39 0.19
Robo Advisor 0 Betterment -0.33 Sep 10 0.19 0.36 0.10
Sheltered Sam 0/100 Bill Bernstein -0.35 Sep 10 0.09 -0.23 -0.39
Developed World ex-US 60/40 Momentum -0.36 Sep 10 1.23 0.84 0.59
Rob Arnott Portfolio Rob Arnott -0.40 Sep 10 1.21 0.47 2.93
Eliminate Fat Tails Larry Swedroe -0.45 Sep 10 0.73 0.33 3.29
Sheltered Sam 10/90 Bill Bernstein -0.45 Sep 10 0.29 0.18 0.50
US Inflation Protection -0.46 Sep 10 -0.02 -1.16 -1.26
Dimensional Retirement Income Fund DFA -0.47 Sep 10 0.59 0.04 1.66
Robo Advisor 10 Value Tilt Betterment -0.49 Sep 10 0.44 0.45 0.74
Sheltered Sam 20/80 Bill Bernstein -0.56 Sep 10 0.48 0.59 1.38
Developed World ex-US 40/60 Momentum -0.57 Sep 10 0.77 0.28 -0.25
Stocks/Bonds 20/80 Momentum -0.61 Sep 10 0.34 -1.64 2.20
Robo Advisor 20 Value Tilt Betterment -0.66 Sep 10 0.68 0.56 1.37
Sheltered Sam 30/70 Bill Bernstein -0.66 Sep 10 0.67 0.98 2.24
Conservative Income Charles Schwab -0.69 Sep 10 0.12 -0.14 -0.40
Sheltered Sam 40/60 Bill Bernstein -0.77 Sep 10 0.85 1.37 3.10
Six Ways from Sunday Scott Burns -0.79 Sep 10 1.95 3.35 5.77
Perfect Portfolio Ben Stein -0.79 Sep 10 2.62 1.76 7.86
JP Morgan Balanced Portfolio JP Morgan -0.81 Sep 10 1.50 1.81 6.36
Edge Select Conservative Merrill Lynch -0.83 Sep 10 0.77 0.50 1.54
Seven Value Scott Burns -0.83 Sep 10 1.99 3.82 6.33
GAA Global Asset Allocation Mebane Faber -0.86 Sep 10 2.09 0.17 2.33
Sheltered Sam 50/50 Bill Bernstein -0.87 Sep 10 1.03 1.75 3.94
Couch Potato Scott Burns -0.88 Sep 10 1.40 0.39 5.49
All Weather Portfolio Ray Dalio -0.88 Sep 10 2.42 -0.07 1.07
Dynamic 40/60 Income The Lazy Team -0.92 Sep 10 0.97 0.09 2.61
Coward's Portfolio Bill Bernstein -0.92 Sep 10 1.24 2.03 5.82
All Weather Portfolio with Bitcoin Ray Dalio -0.94 Sep 10, 08:00PM 2.62 -0.02 1.25
Four Square Scott Burns -0.96 Sep 10 1.42 0.50 3.48
Margaritaville Scott Burns -0.96 Sep 10 1.93 0.95 5.33
Total Bond Developed World ex-US -0.97 Sep 10 -0.21 -0.91 -2.00
Sheltered Sam 60/40 Bill Bernstein -0.97 Sep 10 1.20 2.12 4.77
All Country World Bonds -0.99 Sep 10 0.19 -0.71 -1.75
Big Rocks Portfolio Larry Swedroe -0.99 Sep 10 0.88 2.51 5.33
Total Bond US -1.00 Sep 10 0.36 -0.65 -1.96
Warren Buffett Portfolio Warren Buffett -1.03 Sep 10 2.61 1.66 11.52
Family Taxable Portfolio Ted Aronson -1.03 Sep 10 2.01 0.83 5.98
LifeStrategy Income Fund Vanguard -1.03 Sep 10 0.76 -0.16 0.30
All Country World 20/80 -1.04 Sep 10 0.80 -0.14 0.50
Lifepath Fund iShares -1.05 Sep 10 1.22 0.51 2.90
Developed World ex-US 20/80 -1.05 Sep 10 0.56 -0.23 -0.59
Stocks/Bonds 20/80 -1.06 Sep 10 0.87 -0.12 0.87
Robo Advisor 50 Value Tilt Betterment -1.06 Sep 10 1.38 1.04 3.51
Pepperoni Portfolio Davide Pisicchio -1.06 Sep 10 1.89 0.23 7.80
Larry Portfolio Larry Swedroe -1.07 Sep 10 0.80 0.64 1.29
Edge Select Aggressive Merrill Lynch -1.07 Sep 10 2.50 1.30 8.22
Sheltered Sam 70/30 Bill Bernstein -1.08 Sep 10 1.36 2.48 5.59
Andrew Tobias Portfolio Andrew Tobias -1.08 Sep 10 1.59 2.16 5.31
Edge Select Moderately Aggressive Merrill Lynch -1.08 Sep 10 2.19 0.93 6.55
Dedalo Eleven Dedalo Invest -1.08 Sep 10 2.35 1.03 7.66
LifeStrategy Conservative Growth Vanguard -1.08 Sep 10 1.30 0.38 2.55
All Country World 40/60 -1.10 Sep 10 1.39 0.40 2.72
Robo Advisor 80 Value Tilt Betterment -1.10 Sep 10 2.35 1.69 6.69
Ultimate Buy&Hold FundAdvice -1.10 Sep 10 1.20 1.93 3.87
Edge Select Moderately Conservative Merrill Lynch -1.10 Sep 10 1.33 0.22 2.78
Stocks/Bonds 40/60 with Bitcoin -1.11 Sep 10, 08:00PM 1.68 0.49 3.89
Edge Select Moderate Merrill Lynch -1.11 Sep 10 1.74 0.59 4.66
Sandwich Portfolio Bob Clyatt -1.12 Sep 10 1.27 0.91 3.96
Stocks/Bonds 40/60 -1.12 Sep 10 1.36 0.39 3.71
Robo Advisor 90 Value Tilt Betterment -1.12 Sep 10 2.59 2.00 7.74
Ideal Index Frank Armstrong -1.12 Sep 10 1.08 2.37 5.37
Technology -1.13 Sep 10 4.18 -2.81 18.30
Four Funds Bogleheads -1.13 Sep 10 2.30 1.35 7.19
Developed World ex-US 40/60 -1.13 Sep 10 1.28 0.41 0.77
LifeStrategy Moderate Growth Vanguard -1.13 Sep 10 1.81 0.90 4.78
High Yield Bonds Income The Lazy Team -1.13 Sep 10 0.81 -0.42 -0.18
Long Term Portfolio Ben Stein -1.15 Sep 10 1.49 2.00 6.95
All Country World 60/40 -1.15 Sep 10 1.95 0.92 4.92
Gretchen Tai Portfolio Gretchen Tai -1.15 Sep 10 2.02 0.89 5.17
One-Decision Portfolio Marvin Appel -1.16 Sep 10 0.22 1.15 4.24
No Brainer Portfolio Bill Bernstein -1.16 Sep 10 1.30 2.24 7.44
Stocks/Bonds 40/60 ESG -1.16 Sep 10 1.53 0.32 4.52
Simple Money Portfolio Tim Maurer -1.16 Sep 10 1.11 2.60 3.97
Capricciosa Portfolio Davide Pisicchio -1.16 Sep 10 1.93 0.36 4.87
Margherita Portfolio Davide Pisicchio -1.17 Sep 10 1.85 -0.21 1.25
Stocks/Bonds 60/40 with Bitcoin -1.17 Sep 10, 08:00PM 2.14 0.98 6.76
LifeStrategy Growth Fund Vanguard -1.18 Sep 10 2.31 1.39 6.97
Stocks/Bonds 60/40 -1.18 Sep 10 1.82 0.88 6.57
Sheltered Sam 80/20 Bill Bernstein -1.18 Sep 10 1.53 2.84 6.40
Desert Portfolio with Bitcoin Gyroscopic Investing -1.18 Sep 10, 08:00PM 2.00 0.29 1.23
Three Funds Bogleheads -1.18 Sep 10 2.34 1.40 7.12
Ulcer Free Strategy Aim Ways -1.19 Sep 10 1.65 -2.03 -0.50
Diavola Portfolio Davide Pisicchio -1.20 Sep 10 2.85 0.40 12.42
Dynamic 60/40 Income The Lazy Team -1.20 Sep 10 0.29 0.53 3.26
All Country World 80/20 -1.20 Sep 10 2.49 1.42 7.09
Four Seasons Portfolio Davide Pisicchio -1.21 Sep 10 2.12 0.02 2.64
Mid-Twenties Burton Malkiel -1.21 Sep 10 1.97 1.35 6.94
Developed World ex-US 60/40 -1.21 Sep 10 1.97 1.01 2.07
Second Grader's Starter Paul Farrell -1.21 Sep 10 2.55 1.63 8.51
Dedalo Four Dedalo Invest -1.22 Sep 10 2.24 1.33 8.66
Simple Path to Wealth JL Collins -1.22 Sep 10 2.16 1.23 8.71
Desert Portfolio Gyroscopic Investing -1.23 Sep 10 1.82 0.14 0.60
Late Thirties to Early Forties Burton Malkiel -1.23 Sep 10 1.87 1.37 6.69
Aggressive Global Income The Lazy Team -1.23 Sep 10 0.33 3.41 4.53
Robo Advisor 100 Value Tilt Betterment -1.23 Sep 10 2.41 2.82 8.46
Stocks/Bonds 80/20 -1.24 Sep 10 2.27 1.35 9.43
Lazy Portfolio David Swensen -1.24 Sep 10 1.00 0.87 4.84
Global Market Portfolio Credit Suisse -1.25 Sep 10 1.30 -0.25 1.75
Stocks/Bonds 60/40 ESG -1.25 Sep 10 2.08 0.82 7.93
Simple and Cheap Time Money Inc -1.25 Sep 10 1.26 0.88 4.13
Five Fold Scott Burns -1.25 Sep 10 0.58 0.74 3.33
All Country World Stocks -1.26 Sep 10 3.01 1.90 9.25
Gone Fishin' Portfolio Alexander Green -1.26 Sep 10 1.99 0.85 4.13
Moderate Portfolio Lyn Alden -1.28 Sep 10 2.26 1.04 4.89
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.28 Sep 10 1.58 1.13 5.53
Core Four Rick Ferri -1.28 Sep 10 1.89 1.38 6.81
Yale Endowment David Swensen -1.28 Sep 10 1.05 0.90 4.79
Mid-Fifties Burton Malkiel -1.28 Sep 10 1.57 1.31 5.96
Tilt Toward Value Time Money Inc -1.28 Sep 10 1.11 1.29 4.38
Sheltered Sam 90/10 Bill Bernstein -1.28 Sep 10 1.69 3.19 7.20
Dedalo Three Dedalo Invest -1.29 Sep 10 2.79 1.83 11.36
Late Sixties and Beyond Burton Malkiel -1.29 Sep 10 1.13 1.29 5.02
Developed World ex-US 80/20 -1.29 Sep 10 2.63 1.59 3.33
US Stocks -1.30 Sep 10 2.70 1.80 12.30
Aggressive Portfolio Lyn Alden -1.30 Sep 10 2.34 1.36 5.66
10-year Treasury -1.33 Sep 10 0.12 -1.03 -3.49
Aim comfortable trip Aim Ways -1.34 Sep 10 2.24 0.90 0.81
US Stocks Value -1.36 Sep 10 1.91 4.12 7.21
Nano Portfolio John Wasik -1.36 Sep 10 0.45 1.22 3.07
Developed World ex-US Stocks -1.37 Sep 10 3.26 2.14 4.54
In Saecula Saeculorum Fulvio Marchese -1.37 Sep 10 2.29 0.24 2.50
Conservative Portfolio Lyn Alden -1.38 Sep 10 1.88 1.19 3.36
Coffeehouse Bill Schultheis -1.38 Sep 10 0.67 2.02 4.69
Sheltered Sam 100/0 Bill Bernstein -1.39 Sep 10 1.84 3.53 7.99
Golden Ratio Portfolio Frank Vasquez -1.41 Sep 10 2.64 0.07 0.86
Ultimate Buy and Hold Strategy Paul Merriman -1.41 Sep 10 1.80 3.10 7.02
Permanent Portfolio with Bitcoin Harry Browne -1.42 Sep 10, 08:00PM 3.48 -0.31 -2.26
US Stocks ESG -1.43 Sep 10 3.11 1.77 14.89
Pinwheel Tyler -1.43 Sep 10 1.72 1.29 2.82
Permanent Portfolio Harry Browne -1.47 Sep 10 3.30 -0.46 -2.84
PISI Portfolio Davide Pisicchio -1.48 Sep 10 1.89 -0.29 -0.22
Paul Boyer Portfolio Paul Boyer -1.51 Sep 10 3.04 -0.69 -3.51
Talmud Portfolio Roger Gibson -1.57 Sep 10 0.14 0.98 4.31
Shield Strategy Aim Ways -1.58 Sep 10 3.43 -0.71 0.98
Golden Butterfly with Bitcoin Tyler -1.60 Sep 10, 08:00PM 2.81 0.76 0.43
Odd-Stats Strategy Aim Ways -1.64 Sep 10 2.14 -0.34 1.83
Golden Butterfly Tyler -1.65 Sep 10 2.64 0.61 -0.17
Simplified Permanent Portfolio The Lazy Team -1.73 Sep 10 3.12 -0.54 -3.21
Cockroach Portfolio Tony Dong -1.74 Sep 10 1.85 1.92 -5.69
Gold Pivot Ptf Aim Ways -1.76 Sep 10 4.18 -1.07 -3.40
Marc Faber Portfolio Marc Faber -1.84 Sep 10 2.49 0.10 -1.90
US Stocks Quality -1.89 Sep 10 1.50 3.49 9.10
Weird Portfolio Value Stock Geek -2.15 Sep 10 2.15 0.86 -1.37
European Stocks -2.44 Sep 10 1.18 4.38 3.52
US Stocks Minimum Volatility -2.48 Sep 10 3.67 5.42 4.55
Ark Tech Portfolio Cathie Wood -2.50 Sep 10 16.42 7.30 25.10
Stocks/Bonds 60/40 2x Leveraged -2.55 Sep 10 3.23 -0.13 9.22
Stocks/Bonds 40/60 2x Leveraged -2.56 Sep 10 2.28 -1.00 3.14
All Weather Portfolio 2x Leveraged Ray Dalio -2.62 Sep 10 4.98 0.16 -1.92
US Stocks Equal Weight -2.84 Sep 10 2.04 5.46 7.91
Desert Portfolio 2x Leveraged Gyroscopic Investing -2.91 Sep 10 3.37 -1.86 -3.47
Gold -2.95 Sep 10 9.93 -2.09 -15.57
Cape US Sector Value Robert Shiller -3.10 Sep 10 0.49 2.81 -0.48
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -3.43 Sep 10 5.62 -2.70 -9.76
Talmud Portfolio 2x Leveraged Roger Gibson -3.43 Sep 10 0.08 -0.22 4.04
Golden Butterfly 2x Leveraged Tyler -3.59 Sep 10 3.59 -0.37 -3.76