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
QQQ
US Technology 4.18 -2.81 18.30
EEM
Emerging Markets 4.57 -1.80 7.65
SPY
US Large Cap Blend 2.68 1.66 12.41
CWB
US Convertible Bonds 0.54 -5.05 9.17
VTI
US Total Stock Market 2.70 1.80 12.30
VT
World All Countries 3.01 1.90 9.25
BIL
US Cash 0.28 0.89 1.79
PFF
US Preferred Stocks 0.37 -2.22 -0.75
BNDX
International Bonds -0.21 -0.91 -2.00
EMB
Emerg. Market Bonds 0.56 -0.46 -0.47
TLT
US Long Term Treasuries 0.73 -2.65 -7.06
LQD
US Invest. Grade Bonds 0.40 -1.75 -2.68
HYG
US High Yield Bonds 0.90 0.84 1.84
BND
US Total Bond Market 0.36 -0.65 -1.96
EFA
EAFE Stocks 1.77 4.15 3.58
TIP
US TIPS -0.02 -1.16 -1.26
GLD
Gold 9.93 -2.09 -15.57
VNQ
US REITs -2.54 1.66 2.76
IJR
US Small Cap Blend -0.65 4.54 11.94
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
Ark Tech Portfolio Cathie Wood 5.93 Sep 21 16.42 7.30 25.10
US Stocks Momentum 5.70 Sep 21 0.26 -4.79 18.98
Stocks/Bonds 80/20 Momentum 4.38 Sep 21 0.28 -4.10 14.76
Technology 3.44 Sep 21 4.18 -2.81 18.30
Stocks/Bonds 60/40 Momentum 3.07 Sep 21 0.30 -3.35 10.56
Emerging Markets Stocks 2.71 Sep 21 4.57 -1.80 7.65
Stocks/Bonds 40/60 Momentum 1.75 Sep 21 0.32 -2.54 6.37
Robust Alpha Architect 1.41 Sep 21 1.14 0.92 10.91
US Stocks ESG 1.38 Sep 21 3.11 1.77 14.89
Diavola Portfolio Davide Pisicchio 1.34 Sep 21 2.85 0.40 12.42
Warren Buffett Portfolio Warren Buffett 1.16 Sep 21 2.61 1.66 11.52
US Stocks 0.89 Sep 21 2.70 1.80 12.30
Dedalo Three Dedalo Invest 0.79 Sep 21 2.79 1.83 11.36
Developed World ex-US Stocks Momentum 0.73 Sep 21 2.11 1.90 2.19
Edge Select Aggressive Merrill Lynch 0.66 Sep 21 2.50 1.30 8.22
Ivy Portfolio Mebane Faber 0.61 Sep 21 2.15 2.63 10.06
Dedalo Eleven Dedalo Invest 0.61 Sep 21 2.35 1.03 7.66
All Country World Stocks 0.57 Sep 21 3.01 1.90 9.25
Stocks/Bonds 80/20 0.54 Sep 21 2.27 1.35 9.43
Dedalo Four Dedalo Invest 0.53 Sep 21 2.24 1.33 8.66
Perfect Portfolio Ben Stein 0.51 Sep 21 2.62 1.76 7.86
US Stocks Quality 0.49 Sep 21 1.50 3.49 9.10
Second Grader's Starter Paul Farrell 0.48 Sep 21 2.55 1.63 8.51
Simple Path to Wealth JL Collins 0.45 Sep 21 2.16 1.23 8.71
Pepperoni Portfolio Davide Pisicchio 0.45 Sep 21 1.89 0.23 7.80
Stocks/Bonds 60/40 ESG 0.44 Sep 21 2.08 0.82 7.93
Stocks/Bonds 20/80 Momentum 0.44 Sep 21 0.34 -1.64 2.20
Edge Select Moderately Aggressive Merrill Lynch 0.41 Sep 21 2.19 0.93 6.55
Stocks/Bonds 60/40 with Bitcoin 0.41 Sep 21 2.14 0.98 6.76
Five Asset Roger Gibson 0.39 Sep 21 2.08 2.37 8.70
All Country World 80/20 0.32 Sep 21 2.49 1.42 7.09
LifeStrategy Growth Fund Vanguard 0.31 Sep 21 2.31 1.39 6.97
Three Funds Bogleheads 0.30 Sep 21 2.34 1.40 7.12
7Twelve Portfolio Craig Israelsen 0.29 Sep 21 1.91 2.58 9.05
Four Funds Bogleheads 0.28 Sep 21 2.30 1.35 7.19
Developed World ex-US 60/40 Momentum 0.24 Sep 21 1.23 0.84 0.59
US Cash 0.20 Sep 21 0.28 0.89 1.79
Mid-Twenties Burton Malkiel 0.18 Sep 21 1.97 1.35 6.94
Stocks/Bonds 60/40 0.18 Sep 21 1.82 0.88 6.57
All Weather Portfolio with Bitcoin Ray Dalio 0.18 Sep 21 2.62 -0.02 1.25
Berkshire Hathaway Warren Buffett 0.13 Sep 21 -1.30 6.44 -0.05
Aggressive Portfolio Lyn Alden 0.13 Sep 21 2.34 1.36 5.66
Moderate Portfolio Lyn Alden 0.09 Sep 21 2.26 1.04 4.89
Late Thirties to Early Forties Burton Malkiel 0.09 Sep 21 1.87 1.37 6.69
Core Four Rick Ferri 0.07 Sep 21 1.89 1.38 6.81
Robo Advisor 90 Value Tilt Betterment 0.07 Sep 21 2.59 2.00 7.74
All Country World 60/40 0.06 Sep 21 1.95 0.92 4.92
Stocks/Bonds 40/60 with Bitcoin 0.05 Sep 21 1.68 0.49 3.89
Edge Select Moderate Merrill Lynch 0.05 Sep 21 1.74 0.59 4.66
LifeStrategy Moderate Growth Vanguard 0.04 Sep 21 1.81 0.90 4.78
Stocks/Bonds 60/40 2x Leveraged 0.02 Sep 21 3.23 -0.13 9.22
GAA Global Asset Allocation Mebane Faber 0.01 Sep 21 2.09 0.17 2.33
Developed World ex-US 40/60 Momentum 0.00 Sep 21 0.77 0.28 -0.25
Robo Advisor 80 Value Tilt Betterment -0.02 Sep 21 2.35 1.69 6.69
Stocks/Bonds 40/60 ESG -0.02 Sep 21 1.53 0.32 4.52
Robo Advisor 100 Value Tilt Betterment -0.03 Sep 21 2.41 2.82 8.46
All Weather Portfolio Ray Dalio -0.03 Sep 21 2.42 -0.07 1.07
Margaritaville Scott Burns -0.03 Sep 21 1.93 0.95 5.33
Capricciosa Portfolio Davide Pisicchio -0.06 Sep 21 1.93 0.36 4.87
Global Market Portfolio Credit Suisse -0.10 Sep 21 1.30 -0.25 1.75
Rob Arnott Portfolio Rob Arnott -0.10 Sep 21 1.21 0.47 2.93
Couch Potato Scott Burns -0.11 Sep 21 1.40 0.39 5.49
Mid-Fifties Burton Malkiel -0.14 Sep 21 1.57 1.31 5.96
Family Taxable Portfolio Ted Aronson -0.14 Sep 21 2.01 0.83 5.98
Shield Strategy Aim Ways -0.14 Sep 21 3.43 -0.71 0.98
Gretchen Tai Portfolio Gretchen Tai -0.14 Sep 21 2.02 0.89 5.17
Four Square Scott Burns -0.15 Sep 21 1.42 0.50 3.48
Stocks/Bonds 40/60 -0.17 Sep 21 1.36 0.39 3.71
All Country World 40/60 -0.20 Sep 21 1.39 0.40 2.72
JP Morgan Balanced Portfolio JP Morgan -0.20 Sep 21 1.50 1.81 6.36
Edge Select Moderately Conservative Merrill Lynch -0.21 Sep 21 1.33 0.22 2.78
Andrew Tobias Portfolio Andrew Tobias -0.22 Sep 21 1.59 2.16 5.31
LifeStrategy Conservative Growth Vanguard -0.23 Sep 21 1.30 0.38 2.55
Long Term Portfolio Ben Stein -0.23 Sep 21 1.49 2.00 6.95
Permanent Portfolio with Bitcoin Harry Browne -0.23 Sep 21 3.48 -0.31 -2.26
In Saecula Saeculorum Fulvio Marchese -0.29 Sep 21 2.29 0.24 2.50
Dynamic 40/60 Income The Lazy Team -0.29 Sep 21 0.97 0.09 2.61
Simple and Cheap Time Money Inc -0.29 Sep 21 1.26 0.88 4.13
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.30 Sep 21 1.58 1.13 5.53
Four Seasons Portfolio Davide Pisicchio -0.32 Sep 21 2.12 0.02 2.64
Robo Advisor 50 Value Tilt Betterment -0.33 Sep 21 1.38 1.04 3.51
Ulcer Free Strategy Aim Ways -0.33 Sep 21 1.65 -2.03 -0.50
Golden Ratio Portfolio Frank Vasquez -0.33 Sep 21 2.64 0.07 0.86
Eliminate Fat Tails Larry Swedroe -0.37 Sep 21 0.73 0.33 3.29
Lifepath Fund iShares -0.37 Sep 21 1.22 0.51 2.90
Late Sixties and Beyond Burton Malkiel -0.40 Sep 21 1.13 1.29 5.02
Desert Portfolio with Bitcoin Gyroscopic Investing -0.42 Sep 21 2.00 0.29 1.23
Edge Select Conservative Merrill Lynch -0.43 Sep 21 0.77 0.50 1.54
Robo Advisor 20 Value Tilt Betterment -0.44 Sep 21 0.68 0.56 1.37
Short Term Treasury -0.45 Sep 21 0.17 0.39 0.19
Odd-Stats Strategy Aim Ways -0.45 Sep 21 2.14 -0.34 1.83
All Country World 20/80 -0.45 Sep 21 0.80 -0.14 0.50
Lazy Portfolio David Swensen -0.46 Sep 21 1.00 0.87 4.84
Robo Advisor 10 Value Tilt Betterment -0.47 Sep 21 0.44 0.45 0.74
Conservative Portfolio Lyn Alden -0.48 Sep 21 1.88 1.19 3.36
Total Bond Developed World ex-US -0.49 Sep 21 -0.21 -0.91 -2.00
LifeStrategy Income Fund Vanguard -0.49 Sep 21 0.76 -0.16 0.30
Developed World ex-US 20/80 -0.50 Sep 21 0.56 -0.23 -0.59
Robo Advisor 0 Betterment -0.50 Sep 21 0.19 0.36 0.10
Developed World ex-US 40/60 -0.50 Sep 21 1.28 0.41 0.77
Permanent Portfolio Harry Browne -0.50 Sep 21 3.30 -0.46 -2.84
No Brainer Portfolio Bill Bernstein -0.50 Sep 21 1.30 2.24 7.44
Sandwich Portfolio Bob Clyatt -0.51 Sep 21 1.27 0.91 3.96
Developed World ex-US 60/40 -0.51 Sep 21 1.97 1.01 2.07
Developed World ex-US 80/20 -0.51 Sep 21 2.63 1.59 3.33
Developed World ex-US Stocks -0.52 Sep 21 3.26 2.14 4.54
Stocks/Bonds 20/80 -0.53 Sep 21 0.87 -0.12 0.87
Margherita Portfolio Davide Pisicchio -0.53 Sep 21 1.85 -0.21 1.25
Yale Endowment David Swensen -0.55 Sep 21 1.05 0.90 4.79
Tilt Toward Value Time Money Inc -0.55 Sep 21 1.11 1.29 4.38
Coward's Portfolio Bill Bernstein -0.55 Sep 21 1.24 2.03 5.82
Gone Fishin' Portfolio Alexander Green -0.56 Sep 21 1.99 0.85 4.13
Five Fold Scott Burns -0.65 Sep 21 0.58 0.74 3.33
Gold Pivot Ptf Aim Ways -0.67 Sep 21 4.18 -1.07 -3.40
High Yield Bonds Income The Lazy Team -0.69 Sep 21 0.81 -0.42 -0.18
Dynamic 60/40 Income The Lazy Team -0.69 Sep 21 0.29 0.53 3.26
Desert Portfolio Gyroscopic Investing -0.70 Sep 21 1.82 0.14 0.60
One-Decision Portfolio Marvin Appel -0.70 Sep 21 0.22 1.15 4.24
All Country World Bonds -0.71 Sep 21 0.19 -0.71 -1.75
Sheltered Sam 0/100 Bill Bernstein -0.71 Sep 21 0.09 -0.23 -0.39
Aim comfortable trip Aim Ways -0.72 Sep 21 2.24 0.90 0.81
Conservative Income Charles Schwab -0.72 Sep 21 0.12 -0.14 -0.40
Sheltered Sam 10/90 Bill Bernstein -0.73 Sep 21 0.29 0.18 0.50
Sheltered Sam 20/80 Bill Bernstein -0.74 Sep 21 0.48 0.59 1.38
Sheltered Sam 30/70 Bill Bernstein -0.75 Sep 21 0.67 0.98 2.24
Sheltered Sam 40/60 Bill Bernstein -0.76 Sep 21 0.85 1.37 3.10
PISI Portfolio Davide Pisicchio -0.77 Sep 21 1.89 -0.29 -0.22
Sheltered Sam 50/50 Bill Bernstein -0.77 Sep 21 1.03 1.75 3.94
Ultimate Buy and Hold Strategy Paul Merriman -0.78 Sep 21 1.80 3.10 7.02
Sheltered Sam 60/40 Bill Bernstein -0.78 Sep 21 1.20 2.12 4.77
US Stocks Value -0.79 Sep 21 1.91 4.12 7.21
Sheltered Sam 70/30 Bill Bernstein -0.79 Sep 21 1.36 2.48 5.59
Ultimate Buy&Hold FundAdvice -0.80 Sep 21 1.20 1.93 3.87
Ideal Index Frank Armstrong -0.80 Sep 21 1.08 2.37 5.37
Sheltered Sam 80/20 Bill Bernstein -0.80 Sep 21 1.53 2.84 6.40
Sheltered Sam 90/10 Bill Bernstein -0.81 Sep 21 1.69 3.19 7.20
Six Ways from Sunday Scott Burns -0.82 Sep 21 1.95 3.35 5.77
Sheltered Sam 100/0 Bill Bernstein -0.83 Sep 21 1.84 3.53 7.99
Big Rocks Portfolio Larry Swedroe -0.83 Sep 21 0.88 2.51 5.33
Seven Value Scott Burns -0.84 Sep 21 1.99 3.82 6.33
Talmud Portfolio Roger Gibson -0.88 Sep 21 0.14 0.98 4.31
Total Bond US -0.88 Sep 21 0.36 -0.65 -1.96
Pinwheel Tyler -0.88 Sep 21 1.72 1.29 2.82
Golden Butterfly with Bitcoin Tyler -0.90 Sep 21 2.81 0.76 0.43
Dimensional Retirement Income Fund DFA -0.92 Sep 18 0.59 0.04 1.66
Paul Boyer Portfolio Paul Boyer -0.92 Sep 21 3.04 -0.69 -3.51
Nano Portfolio John Wasik -0.97 Sep 21 0.45 1.22 3.07
Stocks/Bonds 40/60 2x Leveraged -0.98 Sep 21 2.28 -1.00 3.14
All Weather Portfolio 2x Leveraged Ray Dalio -1.01 Sep 21 4.98 0.16 -1.92
Simple Money Portfolio Tim Maurer -1.09 Sep 21 1.11 2.60 3.97
Simplified Permanent Portfolio The Lazy Team -1.11 Sep 21 3.12 -0.54 -3.21
US Inflation Protection -1.11 Sep 21 -0.02 -1.16 -1.26
Larry Portfolio Larry Swedroe -1.13 Sep 21 0.80 0.64 1.29
Golden Butterfly Tyler -1.17 Sep 21 2.64 0.61 -0.17
Coffeehouse Bill Schultheis -1.20 Sep 21 0.67 2.02 4.69
Marc Faber Portfolio Marc Faber -1.25 Sep 21 2.49 0.10 -1.90
10-year Treasury -1.43 Sep 21 0.12 -1.03 -3.49
Desert Portfolio 2x Leveraged Gyroscopic Investing -1.70 Sep 21 3.37 -1.86 -3.47
Aggressive Global Income The Lazy Team -1.91 Sep 21 0.33 3.41 4.53
Weird Portfolio Value Stock Geek -1.97 Sep 21 2.15 0.86 -1.37
US Stocks Minimum Volatility -1.98 Sep 21 3.67 5.42 4.55
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -2.27 Sep 21 5.62 -2.70 -9.76
European Stocks -2.31 Sep 21 1.18 4.38 3.52
Cockroach Portfolio Tony Dong -2.31 Sep 21 1.85 1.92 -5.69
Gold -2.45 Sep 21 9.93 -2.09 -15.57
US Stocks Equal Weight -2.84 Sep 21 2.04 5.46 7.91
Talmud Portfolio 2x Leveraged Roger Gibson -2.85 Sep 21 0.08 -0.22 4.04
Golden Butterfly 2x Leveraged Tyler -3.15 Sep 21 3.59 -0.37 -3.76
Cape US Sector Value Robert Shiller -3.43 Sep 21 0.49 2.81 -0.48