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
QQQ
US Technology 3.32 0.56 28.44
LQD
US Invest. Grade Bonds -3.39 -5.18 -3.99
IJR
US Small Cap Blend -5.53 -7.94 10.16
EMB
Emerg. Market Bonds -3.73 -4.58 -0.71
TIP
US TIPS -2.60 -3.29 -2.50
VT
World All Countries -1.43 0.83 14.83
TLT
US Long Term Treasuries -5.38 -8.95 -8.18
BNDX
International Bonds -1.18 -2.51 -1.04
BND
US Total Bond Market -2.55 -3.45 -2.78
HYG
US High Yield Bonds -2.73 -2.00 0.01
BIL
US Cash 0.28 0.90 1.79
PFF
US Preferred Stocks -2.62 -1.87 0.03
GLD
Gold -6.75 3.38 -11.49
VNQ
US REITs -6.26 -6.25 2.82
CWB
US Convertible Bonds -0.84 -5.74 11.47
EEM
Emerging Markets -0.34 -2.37 18.22
EFA
EAFE Stocks -3.31 0.01 8.65
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
US Stocks Minimum Volatility 2.28 Oct 08 -3.70 1.35 5.74
Berkshire Hathaway Warren Buffett 1.87 Oct 08 -1.27 -0.25 4.02
Cape US Sector Value Robert Shiller 1.73 Oct 08 -6.19 -4.41 0.74
Stocks/Bonds 60/40 2x Leveraged 1.60 Oct 08 -3.15 -1.62 15.18
All Weather Portfolio 2x Leveraged Ray Dalio 1.59 Oct 08 -6.63 -3.81 -1.66
US Stocks Quality 1.54 Oct 08 0.04 1.50 16.32
US Stocks Equal Weight 1.34 Oct 08 -4.83 -1.87 9.22
US Stocks Value 1.27 Oct 08 -3.21 0.55 8.76
US Stocks 1.26 Oct 08 -0.78 1.39 17.29
Warren Buffett Portfolio Warren Buffett 1.24 Oct 08 -0.22 2.31 16.46
Cockroach Portfolio Tony Dong 1.15 Oct 08 -4.23 -2.05 -3.13
Diavola Portfolio Davide Pisicchio 1.12 Oct 08 0.21 0.89 18.06
US Stocks ESG 1.11 Oct 08 -0.20 2.73 21.26
Stocks/Bonds 40/60 2x Leveraged 1.11 Oct 08 -4.27 -4.21 6.24
Stocks/Bonds 80/20 1.07 Oct 08 -1.10 0.50 13.14
Technology 1.07 Oct 08 3.32 0.56 28.44
Simple Path to Wealth JL Collins 1.02 Oct 08 -1.19 0.27 12.11
Dedalo Three Dedalo Invest 0.98 Oct 08 -0.98 1.22 16.54
Seven Value Scott Burns 0.94 Oct 08 -2.89 0.95 5.60
Six Ways from Sunday Scott Burns 0.91 Oct 08 -2.80 1.18 4.67
Stocks/Bonds 60/40 0.88 Oct 08 -1.44 -0.43 9.06
Couch Potato Scott Burns 0.86 Oct 08 -1.64 -0.84 7.17
Dedalo Four Dedalo Invest 0.83 Oct 08 -1.02 0.52 12.90
Pepperoni Portfolio Davide Pisicchio 0.80 Oct 08 -0.70 -0.28 11.05
Stocks/Bonds 60/40 with Bitcoin 0.77 Oct 08 -1.30 0.12 9.32
Stocks/Bonds 60/40 ESG 0.74 Oct 08 -1.01 0.42 11.26
Stocks/Bonds 40/60 0.69 Oct 08 -1.79 -1.40 5.05
In Saecula Saeculorum Fulvio Marchese 0.68 Oct 08 -2.18 -0.68 4.78
Capricciosa Portfolio Davide Pisicchio 0.68 Oct 08 -1.55 -0.45 7.38
Desert Portfolio 2x Leveraged Gyroscopic Investing 0.67 Oct 08 -5.49 -4.38 0.05
All Weather Portfolio Ray Dalio 0.62 Oct 08 -2.68 -1.33 1.49
Shield Strategy Aim Ways 0.60 Oct 08 -1.99 -0.18 4.39
Stocks/Bonds 40/60 with Bitcoin 0.58 Oct 08 -1.65 -0.84 5.29
Golden Ratio Portfolio Frank Vasquez 0.55 Oct 08 -2.81 -1.46 3.36
Stocks/Bonds 40/60 ESG 0.55 Oct 08 -1.45 -0.80 6.48
Odd-Stats Strategy Aim Ways 0.55 Oct 08 -1.95 -1.44 4.66
PISI Portfolio Davide Pisicchio 0.55 Oct 08 -2.85 -1.98 1.09
Four Seasons Portfolio Davide Pisicchio 0.54 Oct 08 -1.94 -0.61 4.90
All Weather Portfolio with Bitcoin Ray Dalio 0.52 Oct 08 -2.57 -1.07 1.82
Dedalo Eleven Dedalo Invest 0.51 Oct 08 -1.21 0.00 12.55
Desert Portfolio Gyroscopic Investing 0.51 Oct 08 -2.09 -0.70 2.22
Stocks/Bonds 20/80 0.50 Oct 08 -2.16 -2.40 1.10
High Yield Bonds Income The Lazy Team 0.49 Oct 08 -3.49 -4.11 -1.57
US Inflation Protection 0.46 Oct 08 -2.60 -3.29 -2.50
Margherita Portfolio Davide Pisicchio 0.45 Oct 08 -2.07 -1.00 2.96
Desert Portfolio with Bitcoin Gyroscopic Investing 0.43 Oct 08 -1.86 -0.20 2.84
Aggressive Global Income The Lazy Team 0.42 Oct 08 -4.22 -2.05 4.00
Dynamic 40/60 Income The Lazy Team 0.42 Oct 08 -2.05 -1.41 3.26
Second Grader's Starter Paul Farrell 0.38 Oct 08 -1.45 0.30 13.36
Dimensional Retirement Income Fund DFA 0.37 Oct 07 -2.44 -1.99 1.16
Edge Select Moderately Conservative Merrill Lynch 0.37 Oct 08 -1.93 -1.75 4.28
10-year Treasury 0.37 Oct 08 -3.35 -4.58 -4.51
Edge Select Moderate Merrill Lynch 0.36 Oct 08 -1.81 -1.31 7.12
Golden Butterfly Tyler 0.35 Oct 08 -3.86 -2.22 1.07
Edge Select Moderately Aggressive Merrill Lynch 0.34 Oct 08 -1.49 -0.56 10.26
Sheltered Sam 0/100 Bill Bernstein 0.34 Oct 08 -1.37 -1.45 -0.93
Rob Arnott Portfolio Rob Arnott 0.34 Oct 08 -2.08 -0.71 2.55
All Country World Bonds 0.33 Oct 08 -2.25 -3.29 -1.86
All Country World 20/80 0.33 Oct 08 -2.07 -2.40 1.44
All Country World 40/60 0.33 Oct 08 -1.90 -1.54 4.75
All Country World 60/40 0.33 Oct 08 -1.73 -0.72 8.09
Lifepath Fund iShares 0.33 Oct 08 -2.15 -1.88 4.28
All Country World 80/20 0.33 Oct 08 -1.58 0.07 11.45
All Country World Stocks 0.32 Oct 08 -1.43 0.83 14.83
Sheltered Sam 10/90 Bill Bernstein 0.32 Oct 08 -1.60 -1.46 0.27
7Twelve Portfolio Craig Israelsen 0.32 Oct 08 -1.12 2.53 7.09
Total Bond Developed World ex-US 0.31 Oct 08 -1.18 -2.51 -1.04
Total Bond US 0.31 Oct 08 -2.55 -3.45 -2.78
Edge Select Aggressive Merrill Lynch 0.30 Oct 08 -1.32 -0.14 13.00
Edge Select Conservative Merrill Lynch 0.30 Oct 08 -1.69 -1.61 2.02
Four Funds Bogleheads 0.30 Oct 08 -1.63 -0.14 11.37
Sheltered Sam 20/80 Bill Bernstein 0.30 Oct 08 -1.82 -1.46 1.46
Simplified Permanent Portfolio The Lazy Team 0.30 Oct 08 -3.50 -1.11 -1.21
One-Decision Portfolio Marvin Appel 0.30 Oct 08 -2.56 -2.19 4.68
Golden Butterfly 2x Leveraged Tyler 0.30 Oct 08 -7.81 -6.91 -0.13
LifeStrategy Income Fund Vanguard 0.29 Oct 08 -1.99 -2.36 1.11
Three Funds Bogleheads 0.29 Oct 08 -1.62 -0.15 11.34
Sheltered Sam 30/70 Bill Bernstein 0.28 Oct 08 -2.03 -1.46 2.66
Talmud Portfolio 2x Leveraged Roger Gibson 0.28 Oct 08 -6.96 -6.68 6.97
Robo Advisor 0 Betterment 0.28 Oct 08 -0.65 -0.36 -0.02
LifeStrategy Conservative Growth Vanguard 0.27 Oct 08 -1.84 -1.59 4.50
Golden Butterfly with Bitcoin Tyler 0.27 Oct 08 -3.64 -1.75 1.67
Core Four Rick Ferri 0.27 Oct 08 -1.96 -0.64 10.53
Short Term Treasury 0.27 Oct 08 -0.55 -0.22 0.11
Sheltered Sam 40/60 Bill Bernstein 0.26 Oct 08 -2.24 -1.47 3.85
Coffeehouse Bill Schultheis 0.26 Oct 08 -3.46 -3.30 5.17
Robo Advisor 10 Value Tilt Betterment 0.26 Oct 08 -1.04 -0.77 1.10
LifeStrategy Moderate Growth Vanguard 0.25 Oct 08 -1.71 -0.85 7.90
Perfect Portfolio Ben Stein 0.25 Oct 08 -1.23 0.92 11.72
Stocks/Bonds 20/80 Momentum 0.25 Oct 08 -0.60 -4.41 4.07
Robo Advisor 20 Value Tilt Betterment 0.24 Oct 08 -1.43 -1.17 2.20
Sheltered Sam 50/50 Bill Bernstein 0.24 Oct 08 -2.44 -1.47 5.03
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.24 Oct 08 -6.75 -3.23 -4.71
LifeStrategy Growth Fund Vanguard 0.24 Oct 08 -1.58 -0.14 11.33
Tilt Toward Value Time Money Inc 0.23 Oct 08 -2.56 -1.94 6.28
Sheltered Sam 60/40 Bill Bernstein 0.22 Oct 08 -2.64 -1.47 6.21
Permanent Portfolio Harry Browne 0.22 Oct 08 -3.07 -0.85 -0.56
Coward's Portfolio Bill Bernstein 0.22 Oct 08 -2.10 -1.36 7.66
Conservative Income Charles Schwab 0.22 Oct 08 -1.99 -2.34 -1.02
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.21 Oct 08 -2.28 -1.15 8.46
Conservative Portfolio Lyn Alden 0.21 Oct 08 -2.58 -0.88 6.40
JP Morgan Balanced Portfolio JP Morgan 0.21 Oct 08 -2.00 -0.44 7.78
Talmud Portfolio Roger Gibson 0.21 Oct 08 -3.20 -2.75 5.61
Sheltered Sam 70/30 Bill Bernstein 0.20 Oct 08 -2.83 -1.47 7.39
Five Asset Roger Gibson 0.20 Oct 08 -1.42 2.86 8.28
Robo Advisor 50 Value Tilt Betterment 0.20 Oct 08 -2.27 -1.82 5.81
No Brainer Portfolio Bill Bernstein 0.19 Oct 08 -2.28 -1.79 9.88
Stocks/Bonds 40/60 Momentum 0.19 Oct 08 1.20 -5.26 11.04
Global Market Portfolio Credit Suisse 0.19 Oct 08 -2.48 -2.88 3.92
Sheltered Sam 80/20 Bill Bernstein 0.18 Oct 08 -3.01 -1.48 8.57
GAA Global Asset Allocation Mebane Faber 0.18 Oct 08 -2.25 -0.99 3.59
Gold Pivot Ptf Aim Ways 0.17 Oct 08 -2.60 0.20 0.06
Four Square Scott Burns 0.17 Oct 08 -1.75 -1.20 6.16
Sheltered Sam 90/10 Bill Bernstein 0.16 Oct 08 -3.19 -1.48 9.74
Robo Advisor 80 Value Tilt Betterment 0.15 Oct 08 -2.19 -1.08 10.73
Sheltered Sam 100/0 Bill Bernstein 0.14 Oct 08 -3.37 -1.48 10.91
Permanent Portfolio with Bitcoin Harry Browne 0.14 Oct 08 -2.84 -0.35 0.03
Late Sixties and Beyond Burton Malkiel 0.14 Oct 08 -2.60 -1.88 7.76
Robo Advisor 90 Value Tilt Betterment 0.14 Oct 08 -2.18 -0.80 12.30
Simple and Cheap Time Money Inc 0.14 Oct 08 -2.23 -1.57 6.67
Ivy Portfolio Mebane Faber 0.14 Oct 08 -1.12 3.66 7.89
Margaritaville Scott Burns 0.14 Oct 08 -1.91 -0.77 8.65
Dynamic 60/40 Income The Lazy Team 0.13 Oct 08 -2.61 -1.81 3.95
Stocks/Bonds 60/40 Momentum 0.13 Oct 08 2.87 -6.00 18.12
Robo Advisor 100 Value Tilt Betterment 0.11 Oct 08 -2.29 -0.40 13.14
US Cash 0.10 Oct 08 0.28 0.90 1.79
Aim comfortable trip Aim Ways 0.08 Oct 08 -2.40 -0.45 3.18
Moderate Portfolio Lyn Alden 0.08 Oct 08 -1.90 -0.62 9.38
Stocks/Bonds 80/20 Momentum 0.07 Oct 08 4.42 -6.66 25.32
Sandwich Portfolio Bob Clyatt 0.07 Oct 08 -2.08 -1.39 6.28
Larry Portfolio Larry Swedroe 0.07 Oct 08 -2.52 -2.52 1.77
Aggressive Portfolio Lyn Alden 0.07 Oct 08 -1.88 -0.22 10.62
Mid-Fifties Burton Malkiel 0.06 Oct 08 -2.39 -1.54 9.65
Big Rocks Portfolio Larry Swedroe 0.05 Oct 08 -2.48 -1.35 6.60
Eliminate Fat Tails Larry Swedroe 0.05 Oct 08 -1.75 -2.55 4.11
Ulcer Free Strategy Aim Ways 0.05 Oct 08 -1.80 -2.61 1.59
Lazy Portfolio David Swensen 0.04 Oct 08 -2.55 -1.89 7.49
Late Thirties to Early Forties Burton Malkiel 0.02 Oct 08 -2.10 -1.11 11.02
Family Taxable Portfolio Ted Aronson 0.02 Oct 08 -2.41 -2.93 9.46
US Stocks Momentum 0.01 Oct 08 5.87 -7.25 32.64
Yale Endowment David Swensen 0.01 Oct 08 -2.63 -1.89 7.46
Andrew Tobias Portfolio Andrew Tobias -0.02 Oct 08 -1.59 0.42 8.56
Mid-Twenties Burton Malkiel -0.04 Oct 08 -2.00 -0.98 11.55
Five Fold Scott Burns -0.05 Oct 08 -2.67 -2.24 5.48
Developed World ex-US 20/80 -0.06 Oct 08 -1.58 -2.10 1.43
Robust Alpha Architect -0.07 Oct 08 0.35 -0.90 13.13
Long Term Portfolio Ben Stein -0.09 Oct 08 -2.13 -0.95 10.19
Nano Portfolio John Wasik -0.10 Oct 08 -3.11 -2.28 4.59
Ideal Index Frank Armstrong -0.14 Oct 08 -2.72 -1.97 7.48
Simple Money Portfolio Tim Maurer -0.15 Oct 08 -2.92 -1.03 5.43
Gretchen Tai Portfolio Gretchen Tai -0.17 Oct 08 -2.30 -1.67 8.85
Paul Boyer Portfolio Paul Boyer -0.17 Oct 08 -3.85 -2.99 -1.41
Gone Fishin' Portfolio Alexander Green -0.26 Oct 08 -2.88 -2.52 7.37
Ultimate Buy&Hold FundAdvice -0.27 Oct 08 -2.62 -1.36 5.90
Pinwheel Tyler -0.28 Oct 08 -3.13 -1.64 5.53
Marc Faber Portfolio Marc Faber -0.36 Oct 08 -4.13 -1.56 0.82
Developed World ex-US 40/60 Momentum -0.39 Oct 08 -1.18 -2.00 3.72
Developed World ex-US 40/60 -0.42 Oct 08 -1.95 -1.71 3.88
Weird Portfolio Value Stock Geek -0.49 Oct 08 -5.37 -3.21 0.17
Ultimate Buy and Hold Strategy Paul Merriman -0.63 Oct 08 -3.25 -1.21 10.80
Developed World ex-US 60/40 Momentum -0.73 Oct 08 -1.18 -1.76 6.10
Gold -0.79 Oct 08 -6.75 3.38 -11.49
Developed World ex-US 60/40 -0.79 Oct 08 -2.30 -1.34 6.29
Developed World ex-US 80/20 -1.15 Oct 08 -2.62 -0.99 8.68
Developed World ex-US Stocks Momentum -1.43 Oct 08 -1.18 -1.31 10.85
Emerging Markets Stocks -1.44 Oct 08 -0.34 -2.37 18.22
Developed World ex-US Stocks -1.52 Oct 08 -2.93 -0.65 11.04
European Stocks -2.03 Oct 08 -5.07 -1.72 7.00
Ark Tech Portfolio Cathie Wood -2.25 Oct 08 6.09 11.54 44.14