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
DBC
Commodities 3.26 21.23 11.64
SPY
US Large Cap Blend -0.33 2.38 17.86
VTI
US Total Stock Market -0.78 1.39 17.29
VNQ
US REITs -6.26 -6.25 2.82
VT
World All Countries -1.43 0.83 14.83
TLT
US Long Term Treasuries -5.38 -8.95 -8.18
IJR
US Small Cap Blend -5.53 -7.94 10.16
EMB
Emerg. Market Bonds -3.73 -4.58 -0.71
LQD
US Invest. Grade Bonds -3.39 -5.18 -3.99
BND
US Total Bond Market -2.55 -3.45 -2.78
BNDX
International Bonds -1.18 -2.51 -1.04
QQQ
US Technology 3.32 0.56 28.44
TIP
US TIPS -2.60 -3.29 -2.50
HYG
US High Yield Bonds -2.73 -2.00 0.01
GLD
Gold -6.75 3.38 -11.49
BIL
US Cash 0.28 0.90 1.79
PFF
US Preferred Stocks -2.62 -1.87 0.03
EFA
EAFE Stocks -3.31 0.01 8.65
EEM
Emerging Markets -0.34 -2.37 18.22
CWB
US Convertible Bonds -0.84 -5.74 11.47
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
Berkshire Hathaway Warren Buffett 4.46 Oct 13 -1.27 -0.25 4.02
All Weather Portfolio 2x Leveraged Ray Dalio 3.54 Oct 13 -6.63 -3.81 -1.66
Cape US Sector Value Robert Shiller 3.52 Oct 13 -6.19 -4.41 0.74
US Stocks Minimum Volatility 3.29 Oct 13 -3.70 1.35 5.74
Talmud Portfolio 2x Leveraged Roger Gibson 3.03 Oct 13 -6.96 -6.68 6.97
Stocks/Bonds 60/40 2x Leveraged 2.79 Oct 13 -3.15 -1.62 15.18
US Stocks Equal Weight 2.54 Oct 13 -4.83 -1.87 9.22
US Stocks Value 2.52 Oct 13 -3.21 0.55 8.76
Cockroach Portfolio Tony Dong 2.43 Oct 13 -4.23 -2.05 -3.13
Six Ways from Sunday Scott Burns 2.24 Oct 13 -2.80 1.18 4.67
Stocks/Bonds 40/60 2x Leveraged 2.24 Oct 13 -4.27 -4.21 6.24
Seven Value Scott Burns 2.22 Oct 13 -2.89 0.95 5.60
US Stocks Quality 2.18 Oct 13 0.04 1.50 16.32
US Stocks 1.89 Oct 13 -0.78 1.39 17.29
Desert Portfolio 2x Leveraged Gyroscopic Investing 1.84 Oct 13 -5.49 -4.38 0.05
Warren Buffett Portfolio Warren Buffett 1.81 Oct 13 -0.22 2.31 16.46
Dedalo Three Dedalo Invest 1.69 Oct 13 -0.98 1.22 16.54
Stocks/Bonds 80/20 1.64 Oct 13 -1.10 0.50 13.14
US Stocks ESG 1.60 Oct 13 -0.20 2.73 21.26
Golden Butterfly 2x Leveraged Tyler 1.60 Oct 13 -7.81 -6.91 -0.13
Simple Path to Wealth JL Collins 1.57 Oct 13 -1.19 0.27 12.11
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 1.53 Oct 13 -6.75 -3.23 -4.71
Five Asset Roger Gibson 1.46 Oct 13 -1.42 2.86 8.28
Dedalo Four Dedalo Invest 1.45 Oct 13 -1.02 0.52 12.90
Ivy Portfolio Mebane Faber 1.43 Oct 13 -1.12 3.66 7.89
Talmud Portfolio Roger Gibson 1.40 Oct 13 -3.20 -2.75 5.61
Diavola Portfolio Davide Pisicchio 1.40 Oct 13 0.21 0.89 18.06
All Weather Portfolio Ray Dalio 1.38 Oct 13 -2.68 -1.33 1.49
Stocks/Bonds 60/40 1.38 Oct 13 -1.44 -0.43 9.06
Aggressive Global Income The Lazy Team 1.33 Oct 13 -4.22 -2.05 4.00
Stocks/Bonds 60/40 with Bitcoin 1.32 Oct 13 -1.30 0.12 9.32
All Weather Portfolio with Bitcoin Ray Dalio 1.31 Oct 13 -2.57 -1.07 1.82
All Country World Stocks 1.21 Oct 13 -1.43 0.83 14.83
Golden Ratio Portfolio Frank Vasquez 1.20 Oct 13 -2.81 -1.46 3.36
7Twelve Portfolio Craig Israelsen 1.20 Oct 13 -1.12 2.53 7.09
Couch Potato Scott Burns 1.20 Oct 13 -1.64 -0.84 7.17
Stocks/Bonds 60/40 ESG 1.14 Oct 13 -1.01 0.42 11.26
In Saecula Saeculorum Fulvio Marchese 1.14 Oct 13 -2.18 -0.68 4.78
Stocks/Bonds 40/60 1.12 Oct 13 -1.79 -1.40 5.05
Rob Arnott Portfolio Rob Arnott 1.12 Oct 13 -2.08 -0.71 2.55
All Country World 80/20 1.10 Oct 13 -1.58 0.07 11.45
Sheltered Sam 100/0 Bill Bernstein 1.08 Oct 13 -3.37 -1.48 10.91
One-Decision Portfolio Marvin Appel 1.07 Oct 13 -2.56 -2.19 4.68
Second Grader's Starter Paul Farrell 1.07 Oct 13 -1.45 0.30 13.36
Stocks/Bonds 40/60 with Bitcoin 1.06 Oct 13 -1.65 -0.84 5.29
Core Four Rick Ferri 1.06 Oct 13 -1.96 -0.64 10.53
Late Sixties and Beyond Burton Malkiel 1.05 Oct 13 -2.60 -1.88 7.76
Pepperoni Portfolio Davide Pisicchio 1.05 Oct 13 -0.70 -0.28 11.05
Capricciosa Portfolio Davide Pisicchio 1.05 Oct 13 -1.55 -0.45 7.38
Odd-Stats Strategy Aim Ways 1.04 Oct 13 -1.95 -1.44 4.66
Dedalo Eleven Dedalo Invest 1.04 Oct 13 -1.21 0.00 12.55
Coffeehouse Bill Schultheis 1.02 Oct 13 -3.46 -3.30 5.17
Sheltered Sam 90/10 Bill Bernstein 1.01 Oct 13 -3.19 -1.48 9.74
Conservative Portfolio Lyn Alden 0.99 Oct 13 -2.58 -0.88 6.40
Tilt Toward Value Time Money Inc 0.98 Oct 13 -2.56 -1.94 6.28
All Country World 60/40 0.98 Oct 13 -1.73 -0.72 8.09
PISI Portfolio Davide Pisicchio 0.97 Oct 13 -2.85 -1.98 1.09
Golden Butterfly Tyler 0.96 Oct 13 -3.86 -2.22 1.07
Shield Strategy Aim Ways 0.96 Oct 13 -1.99 -0.18 4.39
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.94 Oct 13 -2.28 -1.15 8.46
Three Funds Bogleheads 0.94 Oct 13 -1.62 -0.15 11.34
Sheltered Sam 80/20 Bill Bernstein 0.94 Oct 13 -3.01 -1.48 8.57
Four Funds Bogleheads 0.93 Oct 13 -1.63 -0.14 11.37
Mid-Fifties Burton Malkiel 0.93 Oct 13 -2.39 -1.54 9.65
Golden Butterfly with Bitcoin Tyler 0.92 Oct 13 -3.64 -1.75 1.67
JP Morgan Balanced Portfolio JP Morgan 0.92 Oct 13 -2.00 -0.44 7.78
Stocks/Bonds 40/60 ESG 0.91 Oct 13 -1.45 -0.80 6.48
Robo Advisor 100 Value Tilt Betterment 0.91 Oct 13 -2.29 -0.40 13.14
Perfect Portfolio Ben Stein 0.91 Oct 13 -1.23 0.92 11.72
Lazy Portfolio David Swensen 0.90 Oct 13 -2.55 -1.89 7.49
Four Seasons Portfolio Davide Pisicchio 0.89 Oct 13 -1.94 -0.61 4.90
LifeStrategy Growth Fund Vanguard 0.89 Oct 13 -1.58 -0.14 11.33
Simple and Cheap Time Money Inc 0.89 Oct 13 -2.23 -1.57 6.67
Stocks/Bonds 20/80 0.87 Oct 13 -2.16 -2.40 1.10
All Country World 40/60 0.87 Oct 13 -1.90 -1.54 4.75
Sheltered Sam 70/30 Bill Bernstein 0.86 Oct 13 -2.83 -1.47 7.39
Permanent Portfolio Harry Browne 0.86 Oct 13 -3.07 -0.85 -0.56
Nano Portfolio John Wasik 0.86 Oct 13 -3.11 -2.28 4.59
Edge Select Aggressive Merrill Lynch 0.86 Oct 13 -1.32 -0.14 13.00
Desert Portfolio Gyroscopic Investing 0.85 Oct 13 -2.09 -0.70 2.22
Yale Endowment David Swensen 0.85 Oct 13 -2.63 -1.89 7.46
Edge Select Moderately Aggressive Merrill Lynch 0.84 Oct 13 -1.49 -0.56 10.26
GAA Global Asset Allocation Mebane Faber 0.84 Oct 13 -2.25 -0.99 3.59
Five Fold Scott Burns 0.84 Oct 13 -2.67 -2.24 5.48
Late Thirties to Early Forties Burton Malkiel 0.83 Oct 13 -2.10 -1.11 11.02
Simplified Permanent Portfolio The Lazy Team 0.83 Oct 13 -3.50 -1.11 -1.21
Permanent Portfolio with Bitcoin Harry Browne 0.82 Oct 13 -2.84 -0.35 0.03
Aggressive Portfolio Lyn Alden 0.82 Oct 13 -1.88 -0.22 10.62
LifeStrategy Moderate Growth Vanguard 0.81 Oct 13 -1.71 -0.85 7.90
Desert Portfolio with Bitcoin Gyroscopic Investing 0.81 Oct 13 -1.86 -0.20 2.84
Dynamic 60/40 Income The Lazy Team 0.80 Oct 13 -2.61 -1.81 3.95
Edge Select Moderate Merrill Lynch 0.80 Oct 13 -1.81 -1.31 7.12
Sheltered Sam 60/40 Bill Bernstein 0.79 Oct 13 -2.64 -1.47 6.21
Global Market Portfolio Credit Suisse 0.79 Oct 13 -2.48 -2.88 3.92
Lifepath Fund iShares 0.79 Oct 13 -2.15 -1.88 4.28
Robo Advisor 90 Value Tilt Betterment 0.77 Oct 13 -2.18 -0.80 12.30
Edge Select Moderately Conservative Merrill Lynch 0.76 Oct 13 -1.93 -1.75 4.28
Marc Faber Portfolio Marc Faber 0.76 Oct 13 -4.13 -1.56 0.82
Moderate Portfolio Lyn Alden 0.75 Oct 13 -1.90 -0.62 9.38
Mid-Twenties Burton Malkiel 0.75 Oct 13 -2.00 -0.98 11.55
All Country World 20/80 0.75 Oct 13 -2.07 -2.40 1.44
Weird Portfolio Value Stock Geek 0.75 Oct 13 -5.37 -3.21 0.17
Margherita Portfolio Davide Pisicchio 0.75 Oct 13 -2.07 -1.00 2.96
No Brainer Portfolio Bill Bernstein 0.74 Oct 13 -2.28 -1.79 9.88
LifeStrategy Conservative Growth Vanguard 0.74 Oct 13 -1.84 -1.59 4.50
Robo Advisor 80 Value Tilt Betterment 0.73 Oct 13 -2.19 -1.08 10.73
Sheltered Sam 50/50 Bill Bernstein 0.72 Oct 13 -2.44 -1.47 5.03
Robo Advisor 50 Value Tilt Betterment 0.72 Oct 13 -2.27 -1.82 5.81
High Yield Bonds Income The Lazy Team 0.70 Oct 13 -3.49 -4.11 -1.57
Coward's Portfolio Bill Bernstein 0.68 Oct 13 -2.10 -1.36 7.66
Big Rocks Portfolio Larry Swedroe 0.67 Oct 13 -2.48 -1.35 6.60
LifeStrategy Income Fund Vanguard 0.67 Oct 13 -1.99 -2.36 1.11
Margaritaville Scott Burns 0.66 Oct 13 -1.91 -0.77 8.65
Dynamic 40/60 Income The Lazy Team 0.66 Oct 13 -2.05 -1.41 3.26
Long Term Portfolio Ben Stein 0.65 Oct 13 -2.13 -0.95 10.19
Sheltered Sam 40/60 Bill Bernstein 0.65 Oct 13 -2.24 -1.47 3.85
All Country World Bonds 0.64 Oct 13 -2.25 -3.29 -1.86
Four Square Scott Burns 0.63 Oct 13 -1.75 -1.20 6.16
Total Bond US 0.61 Oct 13 -2.55 -3.45 -2.78
Edge Select Conservative Merrill Lynch 0.61 Oct 13 -1.69 -1.61 2.02
10-year Treasury 0.60 Oct 13 -3.35 -4.58 -4.51
Andrew Tobias Portfolio Andrew Tobias 0.59 Oct 13 -1.59 0.42 8.56
Ideal Index Frank Armstrong 0.58 Oct 13 -2.72 -1.97 7.48
Sheltered Sam 30/70 Bill Bernstein 0.58 Oct 13 -2.03 -1.46 2.66
Sandwich Portfolio Bob Clyatt 0.58 Oct 13 -2.08 -1.39 6.28
Aim comfortable trip Aim Ways 0.57 Oct 13 -2.40 -0.45 3.18
Gold Pivot Ptf Aim Ways 0.56 Oct 13 -2.60 0.20 0.06
Pinwheel Tyler 0.55 Oct 13 -3.13 -1.64 5.53
Total Bond Developed World ex-US 0.54 Oct 13 -1.18 -2.51 -1.04
Simple Money Portfolio Tim Maurer 0.53 Oct 13 -2.92 -1.03 5.43
Technology 0.51 Oct 13 3.32 0.56 28.44
Sheltered Sam 20/80 Bill Bernstein 0.51 Oct 13 -1.82 -1.46 1.46
Conservative Income Charles Schwab 0.51 Oct 13 -1.99 -2.34 -1.02
US Inflation Protection 0.50 Oct 13 -2.60 -3.29 -2.50
Robo Advisor 20 Value Tilt Betterment 0.48 Oct 13 -1.43 -1.17 2.20
Dimensional Retirement Income Fund DFA 0.47 Oct 12 -2.44 -1.99 1.16
Sheltered Sam 10/90 Bill Bernstein 0.44 Oct 13 -1.60 -1.46 0.27
Ultimate Buy and Hold Strategy Paul Merriman 0.40 Oct 13 -3.25 -1.21 10.80
Ultimate Buy&Hold FundAdvice 0.38 Oct 13 -2.62 -1.36 5.90
Robo Advisor 10 Value Tilt Betterment 0.38 Oct 13 -1.04 -0.77 1.10
Sheltered Sam 0/100 Bill Bernstein 0.37 Oct 13 -1.37 -1.45 -0.93
Paul Boyer Portfolio Paul Boyer 0.36 Oct 13 -3.85 -2.99 -1.41
Robust Alpha Architect 0.35 Oct 13 0.35 -0.90 13.13
Gretchen Tai Portfolio Gretchen Tai 0.35 Oct 13 -2.30 -1.67 8.85
Family Taxable Portfolio Ted Aronson 0.32 Oct 13 -2.41 -2.93 9.46
Larry Portfolio Larry Swedroe 0.31 Oct 13 -2.52 -2.52 1.77
Robo Advisor 0 Betterment 0.29 Oct 13 -0.65 -0.36 -0.02
Short Term Treasury 0.29 Oct 13 -0.55 -0.22 0.11
Developed World ex-US 20/80 0.28 Oct 13 -1.58 -2.10 1.43
Stocks/Bonds 20/80 Momentum 0.22 Oct 13 -0.60 -4.41 4.07
Gold 0.22 Oct 13 -6.75 3.38 -11.49
Gone Fishin' Portfolio Alexander Green 0.21 Oct 13 -2.88 -2.52 7.37
Eliminate Fat Tails Larry Swedroe 0.17 Oct 13 -1.75 -2.55 4.11
US Cash 0.16 Oct 13 0.28 0.90 1.79
Ulcer Free Strategy Aim Ways 0.14 Oct 13 -1.80 -2.61 1.59
Developed World ex-US 40/60 Momentum 0.05 Oct 13 -1.18 -2.00 3.72
Developed World ex-US 40/60 0.01 Oct 13 -1.95 -1.71 3.88
Stocks/Bonds 40/60 Momentum -0.16 Oct 13 1.20 -5.26 11.04
Developed World ex-US 60/40 Momentum -0.19 Oct 13 -1.18 -1.76 6.10
Developed World ex-US 60/40 -0.25 Oct 13 -2.30 -1.34 6.29
Developed World ex-US 80/20 -0.51 Oct 13 -2.62 -0.99 8.68
Stocks/Bonds 60/40 Momentum -0.55 Oct 13 2.87 -6.00 18.12
European Stocks -0.56 Oct 13 -5.07 -1.72 7.00
Developed World ex-US Stocks Momentum -0.68 Oct 13 -1.18 -1.31 10.85
Developed World ex-US Stocks -0.78 Oct 13 -2.93 -0.65 11.04
Stocks/Bonds 80/20 Momentum -0.94 Oct 13 4.42 -6.66 25.32
US Stocks Momentum -1.33 Oct 13 5.87 -7.25 32.64
Emerging Markets Stocks -1.57 Oct 13 -0.34 -2.37 18.22
Ark Tech Portfolio Cathie Wood -2.53 Oct 13 6.09 11.54 44.14