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
QQQ
US Technology 3.32 0.56 28.44
EEM
Emerging Markets -0.34 -2.37 18.22
VTI
US Total Stock Market -0.78 1.39 17.29
IJR
US Small Cap Blend -5.53 -7.94 10.16
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
PFF
US Preferred Stocks -2.62 -1.87 0.03
EMB
Emerg. Market Bonds -3.73 -4.58 -0.71
EFA
EAFE Stocks -3.31 0.01 8.65
VNQ
US REITs -6.26 -6.25 2.82
LQD
US Invest. Grade Bonds -3.39 -5.18 -3.99
HYG
US High Yield Bonds -2.73 -2.00 0.01
BNDX
International Bonds -1.18 -2.51 -1.04
BND
US Total Bond Market -2.55 -3.45 -2.78
GLD
Gold -6.75 3.38 -11.49
TIP
US TIPS -2.60 -3.29 -2.50
TLT
US Long Term Treasuries -5.38 -8.95 -8.18
BIL
US Cash 0.28 0.90 1.79
DBC
Commodities 3.26 21.23 11.64
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
Stocks/Bonds 60/40 2x Leveraged 3.09 Oct 06 -3.15 -1.62 15.18
Technology 2.99 Oct 06 3.32 0.56 28.44
Emerging Markets Stocks 2.72 Oct 06 -0.34 -2.37 18.22
Ark Tech Portfolio Cathie Wood 2.66 Oct 06 6.09 11.54 44.14
US Stocks Momentum 2.52 Oct 06 5.87 -7.25 32.64
US Stocks 2.50 Oct 06 -0.78 1.39 17.29
US Stocks Minimum Volatility 2.49 Oct 06 -3.70 1.35 5.74
US Stocks ESG 2.42 Oct 06 -0.20 2.73 21.26
Diavola Portfolio Davide Pisicchio 2.40 Oct 06 0.21 0.89 18.06
Dedalo Three Dedalo Invest 2.38 Oct 06 -0.98 1.22 16.54
US Stocks Equal Weight 2.32 Oct 06 -4.83 -1.87 9.22
Warren Buffett Portfolio Warren Buffett 2.23 Oct 06 -0.22 2.31 16.46
Stocks/Bonds 40/60 2x Leveraged 2.22 Oct 06 -4.27 -4.21 6.24
US Stocks Quality 2.10 Oct 06 0.04 1.50 16.32
All Country World Stocks 2.10 Oct 06 -1.43 0.83 14.83
Golden Butterfly 2x Leveraged Tyler 2.09 Oct 06 -7.81 -6.91 -0.13
Cape US Sector Value Robert Shiller 2.09 Oct 06 -6.19 -4.41 0.74
All Weather Portfolio 2x Leveraged Ray Dalio 2.08 Oct 06 -6.63 -3.81 -1.66
Stocks/Bonds 80/20 Momentum 2.07 Oct 06 4.42 -6.66 25.32
Stocks/Bonds 80/20 2.05 Oct 06 -1.10 0.50 13.14
Robo Advisor 100 Value Tilt Betterment 1.99 Oct 06 -2.29 -0.40 13.14
Berkshire Hathaway Warren Buffett 1.97 Oct 06 -1.27 -0.25 4.02
Dedalo Four Dedalo Invest 1.97 Oct 06 -1.02 0.52 12.90
Second Grader's Starter Paul Farrell 1.97 Oct 06 -1.45 0.30 13.36
Edge Select Aggressive Merrill Lynch 1.95 Oct 06 -1.32 -0.14 13.00
Dedalo Eleven Dedalo Invest 1.95 Oct 06 -1.21 0.00 12.55
Simple Path to Wealth JL Collins 1.94 Oct 06 -1.19 0.27 12.11
Robo Advisor 90 Value Tilt Betterment 1.94 Oct 06 -2.18 -0.80 12.30
Developed World ex-US Stocks Momentum 1.79 Oct 06 -1.18 -1.31 10.85
Robo Advisor 80 Value Tilt Betterment 1.77 Oct 06 -2.19 -1.08 10.73
Desert Portfolio 2x Leveraged Gyroscopic Investing 1.76 Oct 06 -5.49 -4.38 0.05
All Country World 80/20 1.75 Oct 06 -1.58 0.07 11.45
Mid-Twenties Burton Malkiel 1.75 Oct 06 -2.00 -0.98 11.55
Perfect Portfolio Ben Stein 1.74 Oct 06 -1.23 0.92 11.72
Three Funds Bogleheads 1.74 Oct 06 -1.62 -0.15 11.34
Four Funds Bogleheads 1.74 Oct 06 -1.63 -0.14 11.37
Pepperoni Portfolio Davide Pisicchio 1.73 Oct 06 -0.70 -0.28 11.05
LifeStrategy Growth Fund Vanguard 1.72 Oct 06 -1.58 -0.14 11.33
Sheltered Sam 100/0 Bill Bernstein 1.72 Oct 06 -3.37 -1.48 10.91
Late Thirties to Early Forties Burton Malkiel 1.72 Oct 06 -2.10 -1.11 11.02
Edge Select Moderately Aggressive Merrill Lynch 1.67 Oct 06 -1.49 -0.56 10.26
Family Taxable Portfolio Ted Aronson 1.66 Oct 06 -2.41 -2.93 9.46
US Stocks Value 1.65 Oct 06 -3.21 0.55 8.76
Core Four Rick Ferri 1.65 Oct 06 -1.96 -0.64 10.53
No Brainer Portfolio Bill Bernstein 1.65 Oct 06 -2.28 -1.79 9.88
Aggressive Portfolio Lyn Alden 1.62 Oct 06 -1.88 -0.22 10.62
Stocks/Bonds 60/40 Momentum 1.62 Oct 06 2.87 -6.00 18.12
Stocks/Bonds 60/40 1.60 Oct 06 -1.44 -0.43 9.06
Mid-Fifties Burton Malkiel 1.60 Oct 06 -2.39 -1.54 9.65
Stocks/Bonds 60/40 with Bitcoin 1.60 Oct 06 -1.30 0.12 9.32
Sheltered Sam 90/10 Bill Bernstein 1.57 Oct 06 -3.19 -1.48 9.74
Moderate Portfolio Lyn Alden 1.53 Oct 06 -1.90 -0.62 9.38
Seven Value Scott Burns 1.52 Oct 06 -2.89 0.95 5.60
Six Ways from Sunday Scott Burns 1.51 Oct 06 -2.80 1.18 4.67
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 1.50 Oct 06 -6.75 -3.23 -4.71
Long Term Portfolio Ben Stein 1.50 Oct 06 -2.13 -0.95 10.19
Stocks/Bonds 60/40 ESG 1.49 Oct 06 -1.01 0.42 11.26
Capricciosa Portfolio Davide Pisicchio 1.47 Oct 06 -1.55 -0.45 7.38
Sheltered Sam 80/20 Bill Bernstein 1.42 Oct 06 -3.01 -1.48 8.57
Late Sixties and Beyond Burton Malkiel 1.41 Oct 06 -2.60 -1.88 7.76
Gone Fishin' Portfolio Alexander Green 1.41 Oct 06 -2.88 -2.52 7.37
Margaritaville Scott Burns 1.41 Oct 06 -1.91 -0.77 8.65
All Country World 60/40 1.41 Oct 06 -1.73 -0.72 8.09
Gretchen Tai Portfolio Gretchen Tai 1.40 Oct 06 -2.30 -1.67 8.85
Golden Ratio Portfolio Frank Vasquez 1.38 Oct 06 -2.81 -1.46 3.36
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.38 Oct 06 -2.28 -1.15 8.46
Edge Select Moderate Merrill Lynch 1.36 Oct 06 -1.81 -1.31 7.12
Couch Potato Scott Burns 1.36 Oct 06 -1.64 -0.84 7.17
LifeStrategy Moderate Growth Vanguard 1.36 Oct 06 -1.71 -0.85 7.90
Ultimate Buy and Hold Strategy Paul Merriman 1.36 Oct 06 -3.25 -1.21 10.80
Shield Strategy Aim Ways 1.33 Oct 06 -1.99 -0.18 4.39
In Saecula Saeculorum Fulvio Marchese 1.31 Oct 06 -2.18 -0.68 4.78
Lazy Portfolio David Swensen 1.31 Oct 06 -2.55 -1.89 7.49
Conservative Portfolio Lyn Alden 1.28 Oct 06 -2.58 -0.88 6.40
Coward's Portfolio Bill Bernstein 1.27 Oct 06 -2.10 -1.36 7.66
Sheltered Sam 70/30 Bill Bernstein 1.27 Oct 06 -2.83 -1.47 7.39
Yale Endowment David Swensen 1.27 Oct 06 -2.63 -1.89 7.46
Ideal Index Frank Armstrong 1.26 Oct 06 -2.72 -1.97 7.48
Talmud Portfolio 2x Leveraged Roger Gibson 1.26 Oct 06 -6.96 -6.68 6.97
Odd-Stats Strategy Aim Ways 1.25 Oct 06 -1.95 -1.44 4.66
Four Seasons Portfolio Davide Pisicchio 1.25 Oct 06 -1.94 -0.61 4.90
Tilt Toward Value Time Money Inc 1.22 Oct 06 -2.56 -1.94 6.28
JP Morgan Balanced Portfolio JP Morgan 1.22 Oct 06 -2.00 -0.44 7.78
Simple and Cheap Time Money Inc 1.22 Oct 06 -2.23 -1.57 6.67
Coffeehouse Bill Schultheis 1.22 Oct 06 -3.46 -3.30 5.17
Aggressive Global Income The Lazy Team 1.21 Oct 06 -4.22 -2.05 4.00
Developed World ex-US 60/40 Momentum 1.21 Oct 06 -1.18 -1.76 6.10
Robo Advisor 50 Value Tilt Betterment 1.20 Oct 06 -2.27 -1.82 5.81
Developed World ex-US Stocks 1.18 Oct 06 -2.93 -0.65 11.04
Pinwheel Tyler 1.18 Oct 06 -3.13 -1.64 5.53
Stocks/Bonds 40/60 Momentum 1.16 Oct 06 1.20 -5.26 11.04
Stocks/Bonds 40/60 1.16 Oct 06 -1.79 -1.40 5.05
Andrew Tobias Portfolio Andrew Tobias 1.15 Oct 06 -1.59 0.42 8.56
Stocks/Bonds 40/60 with Bitcoin 1.15 Oct 06 -1.65 -0.84 5.29
Golden Butterfly with Bitcoin Tyler 1.14 Oct 06 -3.64 -1.75 1.67
Talmud Portfolio Roger Gibson 1.13 Oct 06 -3.20 -2.75 5.61
Four Square Scott Burns 1.13 Oct 06 -1.75 -1.20 6.16
Golden Butterfly Tyler 1.12 Oct 06 -3.86 -2.22 1.07
Sheltered Sam 60/40 Bill Bernstein 1.12 Oct 06 -2.64 -1.47 6.21
Sandwich Portfolio Bob Clyatt 1.11 Oct 06 -2.08 -1.39 6.28
Robust Alpha Architect 1.11 Oct 06 0.35 -0.90 13.13
Big Rocks Portfolio Larry Swedroe 1.07 Oct 06 -2.48 -1.35 6.60
Global Market Portfolio Credit Suisse 1.07 Oct 06 -2.48 -2.88 3.92
Cockroach Portfolio Tony Dong 1.07 Oct 06 -4.23 -2.05 -3.13
All Country World 40/60 1.06 Oct 06 -1.90 -1.54 4.75
Edge Select Moderately Conservative Merrill Lynch 1.05 Oct 06 -1.93 -1.75 4.28
Five Fold Scott Burns 1.03 Oct 06 -2.67 -2.24 5.48
Stocks/Bonds 40/60 ESG 1.03 Oct 06 -1.45 -0.80 6.48
Margherita Portfolio Davide Pisicchio 1.03 Oct 06 -2.07 -1.00 2.96
Dynamic 40/60 Income The Lazy Team 1.02 Oct 06 -2.05 -1.41 3.26
Developed World ex-US 80/20 1.01 Oct 06 -2.62 -0.99 8.68
LifeStrategy Conservative Growth Vanguard 1.00 Oct 06 -1.84 -1.59 4.50
One-Decision Portfolio Marvin Appel 1.00 Oct 06 -2.56 -2.19 4.68
Lifepath Fund iShares 1.00 Oct 06 -2.15 -1.88 4.28
7Twelve Portfolio Craig Israelsen 1.00 Oct 06 -1.12 2.53 7.09
Dynamic 60/40 Income The Lazy Team 0.98 Oct 06 -2.61 -1.81 3.95
Sheltered Sam 50/50 Bill Bernstein 0.97 Oct 06 -2.44 -1.47 5.03
Five Asset Roger Gibson 0.97 Oct 06 -1.42 2.86 8.28
Desert Portfolio with Bitcoin Gyroscopic Investing 0.97 Oct 06 -1.86 -0.20 2.84
PISI Portfolio Davide Pisicchio 0.96 Oct 06 -2.85 -1.98 1.09
Desert Portfolio Gyroscopic Investing 0.95 Oct 06 -2.09 -0.70 2.22
Developed World ex-US 40/60 Momentum 0.92 Oct 06 -1.18 -2.00 3.72
Aim comfortable trip Aim Ways 0.92 Oct 06 -2.40 -0.45 3.18
GAA Global Asset Allocation Mebane Faber 0.91 Oct 06 -2.25 -0.99 3.59
Ultimate Buy&Hold FundAdvice 0.90 Oct 06 -2.62 -1.36 5.90
Gold Pivot Ptf Aim Ways 0.89 Oct 06 -2.60 0.20 0.06
Eliminate Fat Tails Larry Swedroe 0.88 Oct 06 -1.75 -2.55 4.11
All Weather Portfolio with Bitcoin Ray Dalio 0.87 Oct 06 -2.57 -1.07 1.82
Nano Portfolio John Wasik 0.87 Oct 06 -3.11 -2.28 4.59
All Weather Portfolio Ray Dalio 0.85 Oct 06 -2.68 -1.33 1.49
Developed World ex-US 60/40 0.85 Oct 06 -2.30 -1.34 6.29
Simple Money Portfolio Tim Maurer 0.84 Oct 06 -2.92 -1.03 5.43
Ivy Portfolio Mebane Faber 0.83 Oct 06 -1.12 3.66 7.89
Sheltered Sam 40/60 Bill Bernstein 0.82 Oct 06 -2.24 -1.47 3.85
Simplified Permanent Portfolio The Lazy Team 0.82 Oct 06 -3.50 -1.11 -1.21
Marc Faber Portfolio Marc Faber 0.81 Oct 06 -4.13 -1.56 0.82
Ulcer Free Strategy Aim Ways 0.80 Oct 06 -1.80 -2.61 1.59
Paul Boyer Portfolio Paul Boyer 0.79 Oct 06 -3.85 -2.99 -1.41
Larry Portfolio Larry Swedroe 0.77 Oct 06 -2.52 -2.52 1.77
Weird Portfolio Value Stock Geek 0.75 Oct 06 -5.37 -3.21 0.17
Permanent Portfolio with Bitcoin Harry Browne 0.75 Oct 06 -2.84 -0.35 0.03
Permanent Portfolio Harry Browne 0.73 Oct 06 -3.07 -0.85 -0.56
All Country World 20/80 0.72 Oct 06 -2.07 -2.40 1.44
Stocks/Bonds 20/80 Momentum 0.71 Oct 06 -0.60 -4.41 4.07
Stocks/Bonds 20/80 0.71 Oct 06 -2.16 -2.40 1.10
Developed World ex-US 40/60 0.68 Oct 06 -1.95 -1.71 3.88
Sheltered Sam 30/70 Bill Bernstein 0.67 Oct 06 -2.03 -1.46 2.66
High Yield Bonds Income The Lazy Team 0.67 Oct 06 -3.49 -4.11 -1.57
Rob Arnott Portfolio Rob Arnott 0.66 Oct 06 -2.08 -0.71 2.55
LifeStrategy Income Fund Vanguard 0.64 Oct 06 -1.99 -2.36 1.11
Edge Select Conservative Merrill Lynch 0.63 Oct 06 -1.69 -1.61 2.02
Robo Advisor 20 Value Tilt Betterment 0.63 Oct 06 -1.43 -1.17 2.20
Sheltered Sam 20/80 Bill Bernstein 0.52 Oct 06 -1.82 -1.46 1.46
Developed World ex-US 20/80 0.51 Oct 06 -1.58 -2.10 1.43
Robo Advisor 10 Value Tilt Betterment 0.43 Oct 06 -1.04 -0.77 1.10
Sheltered Sam 10/90 Bill Bernstein 0.37 Oct 06 -1.60 -1.46 0.27
All Country World Bonds 0.37 Oct 06 -2.25 -3.29 -1.86
Total Bond Developed World ex-US 0.34 Oct 06 -1.18 -2.51 -1.04
10-year Treasury 0.27 Oct 06 -3.35 -4.58 -4.51
Dimensional Retirement Income Fund DFA 0.26 Oct 05 -2.44 -1.99 1.16
Total Bond US 0.26 Oct 06 -2.55 -3.45 -2.78
Conservative Income Charles Schwab 0.25 Oct 06 -1.99 -2.34 -1.02
Gold 0.24 Oct 06 -6.75 3.38 -11.49
Robo Advisor 0 Betterment 0.23 Oct 06 -0.65 -0.36 -0.02
US Inflation Protection 0.23 Oct 06 -2.60 -3.29 -2.50
Sheltered Sam 0/100 Bill Bernstein 0.22 Oct 06 -1.37 -1.45 -0.93
Short Term Treasury 0.22 Oct 06 -0.55 -0.22 0.11
European Stocks 0.11 Oct 06 -5.07 -1.72 7.00
US Cash 0.07 Oct 06 0.28 0.90 1.79