Last Update - 30 September 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 Sep 26
Ticker Asset Class 1M 3M 6M
EEM
Emerging Markets -0.34 -2.37 18.22
IJR
US Small Cap Blend -5.53 -7.94 10.16
QQQ
US Technology 3.32 0.56 28.44
VTI
US Total Stock Market -0.78 1.39 17.29
SPY
US Large Cap Blend -0.33 2.38 17.86
VT
World All Countries -1.43 0.83 14.83
CWB
US Convertible Bonds -0.84 -5.74 11.47
DBC
Commodities 3.26 21.23 11.64
PFF
US Preferred Stocks -2.62 -1.87 0.03
BIL
US Cash 0.28 0.90 1.79
HYG
US High Yield Bonds -2.73 -2.00 0.01
BNDX
International Bonds -1.18 -2.51 -1.04
TIP
US TIPS -2.60 -3.29 -2.50
EFA
EAFE Stocks -3.31 0.01 8.65
LQD
US Invest. Grade Bonds -3.39 -5.18 -3.99
BND
US Total Bond Market -2.55 -3.45 -2.78
VNQ
US REITs -6.26 -6.25 2.82
EMB
Emerg. Market Bonds -3.73 -4.58 -0.71
GLD
Gold -6.75 3.38 -11.49
TLT
US Long Term Treasuries -5.38 -8.95 -8.18
IJH
US Mid Cap Blend -4.22 -6.41 7.14
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 Oct 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 Sep 26
Portfolio Author Oct 26▾ Time(ET) 1M 3M 6M
Ark Tech Portfolio Cathie Wood 3.03 Oct 05 6.09 11.54 44.14
Emerging Markets Stocks 2.80 Oct 05 -0.34 -2.37 18.22
Technology 1.87 Oct 05 3.32 0.56 28.44
US Stocks Momentum 1.78 Oct 05 5.87 -7.25 32.64
US Stocks 1.53 Oct 05 -0.78 1.39 17.29
Diavola Portfolio Davide Pisicchio 1.47 Oct 05 0.21 0.89 18.06
Dedalo Three Dedalo Invest 1.46 Oct 05 -0.98 1.22 16.54
US Stocks ESG 1.45 Oct 05 -0.20 2.73 21.26
US Stocks Quality 1.42 Oct 05 0.04 1.50 16.32
Stocks/Bonds 80/20 Momentum 1.39 Oct 05 4.42 -6.66 25.32
US Stocks Minimum Volatility 1.35 Oct 05 -3.70 1.35 5.74
Stocks/Bonds 60/40 2x Leveraged 1.35 Oct 05 -3.15 -1.62 15.18
Robo Advisor 90 Value Tilt Betterment 1.29 Oct 05 -2.18 -0.80 12.30
All Country World Stocks 1.29 Oct 05 -1.43 0.83 14.83
Warren Buffett Portfolio Warren Buffett 1.28 Oct 05 -0.22 2.31 16.46
Robo Advisor 100 Value Tilt Betterment 1.27 Oct 05 -2.29 -0.40 13.14
Edge Select Aggressive Merrill Lynch 1.26 Oct 05 -1.32 -0.14 13.00
US Stocks Equal Weight 1.25 Oct 05 -4.83 -1.87 9.22
Dedalo Eleven Dedalo Invest 1.22 Oct 05 -1.21 0.00 12.55
Family Taxable Portfolio Ted Aronson 1.19 Oct 05 -2.41 -2.93 9.46
Stocks/Bonds 80/20 1.19 Oct 05 -1.10 0.50 13.14
Second Grader's Starter Paul Farrell 1.18 Oct 05 -1.45 0.30 13.36
No Brainer Portfolio Bill Bernstein 1.17 Oct 05 -2.28 -1.79 9.88
Perfect Portfolio Ben Stein 1.17 Oct 05 -1.23 0.92 11.72
Dedalo Four Dedalo Invest 1.16 Oct 05 -1.02 0.52 12.90
Robo Advisor 80 Value Tilt Betterment 1.13 Oct 05 -2.19 -1.08 10.73
Berkshire Hathaway Warren Buffett 1.11 Oct 05 -1.27 -0.25 4.02
Simple Path to Wealth JL Collins 1.10 Oct 05 -1.19 0.27 12.11
Mid-Twenties Burton Malkiel 1.04 Oct 05 -2.00 -0.98 11.55
Sheltered Sam 100/0 Bill Bernstein 1.03 Oct 05 -3.37 -1.48 10.91
Four Funds Bogleheads 1.01 Oct 05 -1.63 -0.14 11.37
Pepperoni Portfolio Davide Pisicchio 1.01 Oct 05 -0.70 -0.28 11.05
Three Funds Bogleheads 1.01 Oct 05 -1.62 -0.15 11.34
LifeStrategy Growth Fund Vanguard 1.00 Oct 05 -1.58 -0.14 11.33
All Country World 80/20 1.00 Oct 05 -1.58 0.07 11.45
Late Thirties to Early Forties Burton Malkiel 1.00 Oct 05 -2.10 -1.11 11.02
Edge Select Moderately Aggressive Merrill Lynch 1.00 Oct 05 -1.49 -0.56 10.26
Stocks/Bonds 60/40 Momentum 0.99 Oct 05 2.87 -6.00 18.12
Aggressive Portfolio Lyn Alden 0.99 Oct 05 -1.88 -0.22 10.62
Gone Fishin' Portfolio Alexander Green 0.94 Oct 05 -2.88 -2.52 7.37
Long Term Portfolio Ben Stein 0.94 Oct 05 -2.13 -0.95 10.19
US Stocks Value 0.93 Oct 05 -3.21 0.55 8.76
Sheltered Sam 90/10 Bill Bernstein 0.93 Oct 05 -3.19 -1.48 9.74
Developed World ex-US Stocks Momentum 0.92 Oct 05 -1.18 -1.31 10.85
Moderate Portfolio Lyn Alden 0.92 Oct 05 -1.90 -0.62 9.38
Six Ways from Sunday Scott Burns 0.91 Oct 05 -2.80 1.18 4.67
Core Four Rick Ferri 0.91 Oct 05 -1.96 -0.64 10.53
Seven Value Scott Burns 0.88 Oct 05 -2.89 0.95 5.60
Mid-Fifties Burton Malkiel 0.86 Oct 05 -2.39 -1.54 9.65
Coward's Portfolio Bill Bernstein 0.85 Oct 05 -2.10 -1.36 7.66
Stocks/Bonds 60/40 0.85 Oct 05 -1.44 -0.43 9.06
Stocks/Bonds 60/40 with Bitcoin 0.84 Oct 05 -1.30 0.12 9.32
Sheltered Sam 80/20 Bill Bernstein 0.83 Oct 05 -3.01 -1.48 8.57
Ideal Index Frank Armstrong 0.81 Oct 05 -2.72 -1.97 7.48
Golden Ratio Portfolio Frank Vasquez 0.81 Oct 05 -2.81 -1.46 3.36
Gretchen Tai Portfolio Gretchen Tai 0.79 Oct 05 -2.30 -1.67 8.85
Capricciosa Portfolio Davide Pisicchio 0.79 Oct 05 -1.55 -0.45 7.38
Margaritaville Scott Burns 0.79 Oct 05 -1.91 -0.77 8.65
Stocks/Bonds 60/40 ESG 0.77 Oct 05 -1.01 0.42 11.26
Ultimate Buy and Hold Strategy Paul Merriman 0.76 Oct 05 -3.25 -1.21 10.80
Eliminate Fat Tails Larry Swedroe 0.75 Oct 05 -1.75 -2.55 4.11
Edge Select Moderate Merrill Lynch 0.74 Oct 05 -1.81 -1.31 7.12
Sheltered Sam 70/30 Bill Bernstein 0.72 Oct 05 -2.83 -1.47 7.39
LifeStrategy Moderate Growth Vanguard 0.72 Oct 05 -1.71 -0.85 7.90
Golden Butterfly 2x Leveraged Tyler 0.72 Oct 05 -7.81 -6.91 -0.13
All Country World 60/40 0.72 Oct 05 -1.73 -0.72 8.09
Couch Potato Scott Burns 0.71 Oct 05 -1.64 -0.84 7.17
7Twelve Portfolio Craig Israelsen 0.70 Oct 05 -1.12 2.53 7.09
Lazy Portfolio David Swensen 0.68 Oct 05 -2.55 -1.89 7.49
JP Morgan Balanced Portfolio JP Morgan 0.68 Oct 05 -2.00 -0.44 7.78
Late Sixties and Beyond Burton Malkiel 0.68 Oct 05 -2.60 -1.88 7.76
Stocks/Bonds 40/60 2x Leveraged 0.66 Oct 05 -4.27 -4.21 6.24
Coffeehouse Bill Schultheis 0.66 Oct 05 -3.46 -3.30 5.17
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.65 Oct 05 -2.28 -1.15 8.46
Pinwheel Tyler 0.65 Oct 05 -3.13 -1.64 5.53
Big Rocks Portfolio Larry Swedroe 0.65 Oct 05 -2.48 -1.35 6.60
Sandwich Portfolio Bob Clyatt 0.65 Oct 05 -2.08 -1.39 6.28
Sheltered Sam 60/40 Bill Bernstein 0.62 Oct 05 -2.64 -1.47 6.21
Yale Endowment David Swensen 0.62 Oct 05 -2.63 -1.89 7.46
Aggressive Global Income The Lazy Team 0.62 Oct 05 -4.22 -2.05 4.00
Conservative Portfolio Lyn Alden 0.61 Oct 05 -2.58 -0.88 6.40
Four Seasons Portfolio Davide Pisicchio 0.61 Oct 05 -1.94 -0.61 4.90
Stocks/Bonds 40/60 Momentum 0.60 Oct 05 1.20 -5.26 11.04
Robust Alpha Architect 0.60 Oct 05 0.35 -0.90 13.13
Tilt Toward Value Time Money Inc 0.59 Oct 05 -2.56 -1.94 6.28
Four Square Scott Burns 0.58 Oct 05 -1.75 -1.20 6.16
In Saecula Saeculorum Fulvio Marchese 0.58 Oct 05 -2.18 -0.68 4.78
Robo Advisor 50 Value Tilt Betterment 0.58 Oct 05 -2.27 -1.82 5.81
Simple and Cheap Time Money Inc 0.57 Oct 05 -2.23 -1.57 6.67
Five Asset Roger Gibson 0.55 Oct 05 -1.42 2.86 8.28
Developed World ex-US 60/40 Momentum 0.55 Oct 05 -1.18 -1.76 6.10
Shield Strategy Aim Ways 0.53 Oct 05 -1.99 -0.18 4.39
Golden Butterfly with Bitcoin Tyler 0.53 Oct 05 -3.64 -1.75 1.67
Developed World ex-US Stocks 0.52 Oct 05 -2.93 -0.65 11.04
Sheltered Sam 50/50 Bill Bernstein 0.52 Oct 05 -2.44 -1.47 5.03
Golden Butterfly Tyler 0.51 Oct 05 -3.86 -2.22 1.07
Andrew Tobias Portfolio Andrew Tobias 0.51 Oct 05 -1.59 0.42 8.56
Stocks/Bonds 40/60 0.50 Oct 05 -1.79 -1.40 5.05
Stocks/Bonds 40/60 with Bitcoin 0.50 Oct 05 -1.65 -0.84 5.29
Odd-Stats Strategy Aim Ways 0.50 Oct 05 -1.95 -1.44 4.66
Larry Portfolio Larry Swedroe 0.47 Oct 05 -2.52 -2.52 1.77
Edge Select Moderately Conservative Merrill Lynch 0.46 Oct 05 -1.93 -1.75 4.28
One-Decision Portfolio Marvin Appel 0.46 Oct 05 -2.56 -2.19 4.68
Margherita Portfolio Davide Pisicchio 0.46 Oct 05 -2.07 -1.00 2.96
LifeStrategy Conservative Growth Vanguard 0.44 Oct 05 -1.84 -1.59 4.50
All Country World 40/60 0.43 Oct 05 -1.90 -1.54 4.75
Five Fold Scott Burns 0.43 Oct 05 -2.67 -2.24 5.48
Desert Portfolio with Bitcoin Gyroscopic Investing 0.43 Oct 05 -1.86 -0.20 2.84
Lifepath Fund iShares 0.43 Oct 05 -2.15 -1.88 4.28
Stocks/Bonds 40/60 ESG 0.42 Oct 05 -1.45 -0.80 6.48
Ivy Portfolio Mebane Faber 0.42 Oct 05 -1.12 3.66 7.89
Sheltered Sam 40/60 Bill Bernstein 0.42 Oct 05 -2.24 -1.47 3.85
Developed World ex-US 80/20 0.42 Oct 05 -2.62 -0.99 8.68
Ultimate Buy&Hold FundAdvice 0.42 Oct 05 -2.62 -1.36 5.90
Desert Portfolio Gyroscopic Investing 0.41 Oct 05 -2.09 -0.70 2.22
Dynamic 60/40 Income The Lazy Team 0.41 Oct 05 -2.61 -1.81 3.95
Cape US Sector Value Robert Shiller 0.39 Oct 05 -6.19 -4.41 0.74
Talmud Portfolio Roger Gibson 0.39 Oct 05 -3.20 -2.75 5.61
Global Market Portfolio Credit Suisse 0.38 Oct 05 -2.48 -2.88 3.92
Dynamic 40/60 Income The Lazy Team 0.38 Oct 05 -2.05 -1.41 3.26
Developed World ex-US 40/60 Momentum 0.37 Oct 05 -1.18 -2.00 3.72
Aim comfortable trip Aim Ways 0.35 Oct 05 -2.40 -0.45 3.18
All Weather Portfolio 2x Leveraged Ray Dalio 0.34 Oct 05 -6.63 -3.81 -1.66
Paul Boyer Portfolio Paul Boyer 0.33 Oct 05 -3.85 -2.99 -1.41
Simple Money Portfolio Tim Maurer 0.32 Oct 05 -2.92 -1.03 5.43
Sheltered Sam 30/70 Bill Bernstein 0.32 Oct 05 -2.03 -1.46 2.66
Developed World ex-US 60/40 0.31 Oct 05 -2.30 -1.34 6.29
Desert Portfolio 2x Leveraged Gyroscopic Investing 0.28 Oct 05 -5.49 -4.38 0.05
Robo Advisor 20 Value Tilt Betterment 0.28 Oct 05 -1.43 -1.17 2.20
GAA Global Asset Allocation Mebane Faber 0.27 Oct 05 -2.25 -0.99 3.59
PISI Portfolio Davide Pisicchio 0.27 Oct 05 -2.85 -1.98 1.09
Dimensional Retirement Income Fund DFA 0.24 Oct 02 -2.44 -1.99 1.16
Ulcer Free Strategy Aim Ways 0.24 Oct 05 -1.80 -2.61 1.59
Gold Pivot Ptf Aim Ways 0.24 Oct 05 -2.60 0.20 0.06
Edge Select Conservative Merrill Lynch 0.23 Oct 05 -1.69 -1.61 2.02
Sheltered Sam 20/80 Bill Bernstein 0.22 Oct 05 -1.82 -1.46 1.46
Stocks/Bonds 20/80 Momentum 0.21 Oct 05 -0.60 -4.41 4.07
Talmud Portfolio 2x Leveraged Roger Gibson 0.21 Oct 05 -6.96 -6.68 6.97
Developed World ex-US 40/60 0.21 Oct 05 -1.95 -1.71 3.88
Robo Advisor 10 Value Tilt Betterment 0.19 Oct 05 -1.04 -0.77 1.10
Nano Portfolio John Wasik 0.19 Oct 05 -3.11 -2.28 4.59
Stocks/Bonds 20/80 0.16 Oct 05 -2.16 -2.40 1.10
LifeStrategy Income Fund Vanguard 0.16 Oct 05 -1.99 -2.36 1.11
Rob Arnott Portfolio Rob Arnott 0.15 Oct 05 -2.08 -0.71 2.55
All Country World 20/80 0.15 Oct 05 -2.07 -2.40 1.44
Simplified Permanent Portfolio The Lazy Team 0.14 Oct 05 -3.50 -1.11 -1.21
All Weather Portfolio with Bitcoin Ray Dalio 0.14 Oct 05 -2.57 -1.07 1.82
Marc Faber Portfolio Marc Faber 0.13 Oct 05 -4.13 -1.56 0.82
All Weather Portfolio Ray Dalio 0.13 Oct 05 -2.68 -1.33 1.49
Sheltered Sam 10/90 Bill Bernstein 0.12 Oct 05 -1.60 -1.46 0.27
Short Term Treasury 0.11 Oct 05 -0.55 -0.22 0.11
Developed World ex-US 20/80 0.10 Oct 05 -1.58 -2.10 1.43
Robo Advisor 0 Betterment 0.10 Oct 05 -0.65 -0.36 -0.02
Permanent Portfolio with Bitcoin Harry Browne 0.10 Oct 05 -2.84 -0.35 0.03
Weird Portfolio Value Stock Geek 0.09 Oct 05 -5.37 -3.21 0.17
US Cash 0.08 Oct 05 0.28 0.90 1.79
Permanent Portfolio Harry Browne 0.08 Oct 05 -3.07 -0.85 -0.56
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.04 Oct 05 -6.75 -3.23 -4.71
Sheltered Sam 0/100 Bill Bernstein 0.02 Oct 05 -1.37 -1.45 -0.93
Total Bond Developed World ex-US 0.00 Oct 05 -1.18 -2.51 -1.04
Cockroach Portfolio Tony Dong -0.01 Oct 05 -4.23 -2.05 -3.13
Conservative Income Charles Schwab -0.08 Oct 05 -1.99 -2.34 -1.02
High Yield Bonds Income The Lazy Team -0.11 Oct 05 -3.49 -4.11 -1.57
US Inflation Protection -0.12 Oct 05 -2.60 -3.29 -2.50
All Country World Bonds -0.14 Oct 05 -2.25 -3.29 -1.86
Total Bond US -0.18 Oct 05 -2.55 -3.45 -2.78
10-year Treasury -0.26 Oct 05 -3.35 -4.58 -4.51
Gold -0.45 Oct 05 -6.75 3.38 -11.49
European Stocks -0.86 Oct 05 -5.07 -1.72 7.00