Last Update - 31 October 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 Oct 26
Ticker Asset Class 1M 3M 6M
VNQ
US REITs 4.81 -4.24 -0.77
EFA
EAFE Stocks -0.50 -2.09 2.62
VTI
US Total Stock Market -0.71 1.17 5.48
VT
World All Countries -1.60 -0.08 3.37
IJR
US Small Cap Blend 3.12 -3.21 3.01
SPY
US Large Cap Blend -0.91 1.41 5.69
EEM
Emerging Markets -8.61 -4.76 -4.11
BIL
US Cash 0.35 0.92 1.86
BNDX
International Bonds 1.36 -0.05 0.07
HYG
US High Yield Bonds 0.73 -1.13 -0.77
GLD
Gold -6.58 -4.24 -16.02
QQQ
US Technology -6.66 0.47 3.63
EMB
Emerg. Market Bonds 1.83 -1.42 -1.35
LQD
US Invest. Grade Bonds 2.49 -0.60 -1.88
BND
US Total Bond Market 2.37 0.12 -0.62
PFF
US Preferred Stocks -2.97 -5.16 -6.87
TIP
US TIPS 2.55 -0.15 -1.09
CWB
US Convertible Bonds -6.29 -6.57 -5.49
TLT
US Long Term Treasuries 5.64 0.69 -2.18
DBC
Commodities 3.99 14.13 8.07
IJH
US Mid Cap Blend 1.92 -2.28 1.33
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 Nov 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 Oct 26
Portfolio Author Nov 26▾ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 8.55 Nov 12 9.18 6.39 14.57
Cape US Sector Value Robert Shiller 1.88 Nov 12 4.14 -1.84 -0.56
European Stocks 1.56 Nov 12 0.85 -3.13 2.08
US Stocks Equal Weight 1.11 Nov 12 4.95 1.92 8.13
US Stocks Minimum Volatility 1.03 Nov 12 5.63 5.45 9.46
US Stocks Value 0.96 Nov 12 4.92 3.49 7.71
Talmud Portfolio 2x Leveraged Roger Gibson 0.93 Nov 12 4.09 -3.07 -1.07
US Stocks Quality 0.72 Nov 12 0.11 1.66 7.78
Late Sixties and Beyond Burton Malkiel 0.69 Nov 12 0.91 -0.60 2.13
Talmud Portfolio Roger Gibson 0.68 Nov 12 2.07 -1.06 1.37
Mid-Fifties Burton Malkiel 0.63 Nov 12 0.01 -0.84 2.09
Aggressive Global Income The Lazy Team 0.61 Nov 12 3.44 -0.59 2.96
Late Thirties to Early Forties Burton Malkiel 0.59 Nov 12 -0.61 -0.88 2.21
Sheltered Sam 100/0 Bill Bernstein 0.57 Nov 12 1.31 -0.30 4.20
Mid-Twenties Burton Malkiel 0.57 Nov 12 -0.97 -1.04 2.07
Cockroach Portfolio Tony Dong 0.55 Nov 12 5.68 3.08 1.77
Ultimate Buy and Hold Strategy Paul Merriman 0.55 Nov 12 0.05 -1.45 2.56
Long Term Portfolio Ben Stein 0.52 Nov 12 -0.38 -1.05 2.34
One-Decision Portfolio Marvin Appel 0.45 Nov 12 1.72 -0.67 1.55
US Stocks ESG 0.44 Nov 12 -2.07 0.78 6.01
Sheltered Sam 90/10 Bill Bernstein 0.42 Nov 12 1.34 -0.25 3.82
Marc Faber Portfolio Marc Faber 0.42 Nov 12 -0.47 -2.20 -3.64
Pinwheel Tyler 0.40 Nov 12 -0.37 -1.82 -0.49
Aggressive Portfolio Lyn Alden 0.40 Nov 12 -1.30 -0.88 1.64
Five Fold Scott Burns 0.37 Nov 12 0.90 -1.23 0.80
Ideal Index Frank Armstrong 0.35 Nov 12 0.67 -1.02 2.17
Robo Advisor 100 Value Tilt Betterment 0.34 Nov 12 -0.44 -0.37 3.88
Lazy Portfolio David Swensen 0.30 Nov 12 0.38 -1.21 1.05
Dynamic 60/40 Income The Lazy Team 0.28 Nov 12 0.57 -1.77 -0.39
Core Four Rick Ferri 0.28 Nov 12 -0.29 -0.39 2.51
Sheltered Sam 80/20 Bill Bernstein 0.28 Nov 12 1.36 -0.20 3.43
US Stocks 0.27 Nov 12 -0.71 1.17 5.48
Dedalo Three Dedalo Invest 0.27 Nov 12 -0.98 0.79 4.84
All Country World Stocks 0.26 Nov 12 -1.60 -0.08 3.37
Conservative Portfolio Lyn Alden 0.25 Nov 12 0.17 -0.58 1.04
Moderate Portfolio Lyn Alden 0.24 Nov 12 -1.21 -0.89 1.17
Dedalo Four Dedalo Invest 0.23 Nov 12 -0.57 0.62 3.91
Yale Endowment David Swensen 0.23 Nov 12 0.57 -1.04 1.28
Big Rocks Portfolio Larry Swedroe 0.22 Nov 12 1.17 -0.47 2.67
Second Grader's Starter Paul Farrell 0.22 Nov 12 -1.11 -0.07 3.29
Nano Portfolio John Wasik 0.20 Nov 12 1.62 -1.10 1.15
Warren Buffett Portfolio Warren Buffett 0.20 Nov 12 -0.90 1.46 5.44
Simple and Cheap Time Money Inc 0.18 Nov 12 0.40 -0.59 1.46
Tilt Toward Value Time Money Inc 0.17 Nov 12 1.09 -0.40 1.95
Andrew Tobias Portfolio Andrew Tobias 0.17 Nov 12 -0.13 -0.16 3.02
LifeStrategy Growth Fund Vanguard 0.16 Nov 12 -0.94 -0.26 2.64
No Brainer Portfolio Bill Bernstein 0.16 Nov 12 -0.01 -1.01 2.51
Emerging Markets Stocks 0.16 Nov 12 -8.61 -4.76 -4.11
Sheltered Sam 70/30 Bill Bernstein 0.13 Nov 12 1.38 -0.14 3.03
US Cash 0.12 Nov 12 0.35 0.92 1.86
Aim comfortable trip Aim Ways 0.12 Nov 12 -0.43 -0.64 -0.36
All Country World 80/20 0.12 Nov 12 -0.97 -0.10 2.64
Three Funds Bogleheads 0.10 Nov 12 -0.84 -0.17 2.70
Weird Portfolio Value Stock Geek 0.10 Nov 12 1.13 -2.24 -2.92
Robo Advisor 90 Value Tilt Betterment 0.09 Nov 12 -0.58 -0.23 3.19
Coward's Portfolio Bill Bernstein 0.09 Nov 12 0.73 -0.17 2.80
Total Bond Developed World ex-US 0.07 Nov 12 1.36 -0.05 0.07
Odd-Stats Strategy Aim Ways 0.07 Nov 12 -0.11 0.03 0.23
Edge Select Aggressive Merrill Lynch 0.07 Nov 12 -1.54 -0.42 2.63
Coffeehouse Bill Schultheis 0.07 Nov 12 2.24 -0.63 2.17
Developed World ex-US 20/80 0.06 Nov 12 0.68 -0.36 0.42
Developed World ex-US 40/60 0.04 Nov 12 0.05 -0.64 0.76
Stocks/Bonds 80/20 0.04 Nov 12 -0.17 0.98 4.31
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.03 Nov 12 0.48 -0.26 2.25
Four Funds Bogleheads 0.03 Nov 12 -0.83 -0.20 2.65
Robo Advisor 80 Value Tilt Betterment 0.02 Nov 12 -0.38 -0.27 2.74
Developed World ex-US 60/40 0.02 Nov 12 -0.55 -0.92 1.09
Diavola Portfolio Davide Pisicchio 0.02 Nov 12 -2.10 0.90 4.48
Developed World ex-US 80/20 0.00 Nov 12 -1.12 -1.18 1.41
Sheltered Sam 60/40 Bill Bernstein -0.01 Nov 12 1.40 -0.09 2.63
Developed World ex-US Stocks -0.01 Nov 12 -1.66 -1.43 1.71
Simple Path to Wealth JL Collins -0.02 Nov 12 -0.02 0.93 4.02
LifeStrategy Moderate Growth Vanguard -0.03 Nov 12 -0.25 -0.18 1.91
Gone Fishin' Portfolio Alexander Green -0.03 Nov 12 -0.95 -1.89 -0.21
All Country World 60/40 -0.03 Nov 12 -0.30 -0.12 1.89
Ultimate Buy&Hold FundAdvice -0.03 Nov 12 0.63 -0.84 1.51
Dedalo Eleven Dedalo Invest -0.04 Nov 12 -1.12 -0.02 2.92
Gold Pivot Ptf Aim Ways -0.06 Nov 12 -2.53 -1.09 -4.52
Simple Money Portfolio Tim Maurer -0.06 Nov 12 1.35 -0.51 2.44
Stocks/Bonds 60/40 ESG -0.06 Nov 12 -0.51 0.53 3.37
Robo Advisor 50 Value Tilt Betterment -0.09 Nov 12 0.47 -0.44 1.56
Perfect Portfolio Ben Stein -0.10 Nov 12 -0.85 0.50 3.25
Gretchen Tai Portfolio Gretchen Tai -0.10 Nov 12 -0.75 -1.08 1.15
Edge Select Moderately Aggressive Merrill Lynch -0.10 Nov 12 -0.97 -0.31 2.08
Sandwich Portfolio Bob Clyatt -0.12 Nov 12 0.05 -0.79 1.03
Sheltered Sam 50/50 Bill Bernstein -0.15 Nov 12 1.43 -0.03 2.22
All Country World 40/60 -0.17 Nov 12 0.40 -0.13 1.12
Stocks/Bonds 60/40 -0.19 Nov 12 0.41 0.78 3.12
Four Square Scott Burns -0.20 Nov 12 -0.06 -0.42 1.21
LifeStrategy Conservative Growth Vanguard -0.22 Nov 12 0.47 -0.10 1.16
Gold -0.25 Nov 12 -6.58 -4.24 -16.02
Global Market Portfolio Credit Suisse -0.27 Nov 12 0.57 -0.65 0.21
Edge Select Moderate Merrill Lynch -0.27 Nov 12 -0.22 -0.32 1.41
Robo Advisor 20 Value Tilt Betterment -0.28 Nov 12 0.81 0.04 0.98
Margaritaville Scott Burns -0.29 Nov 12 -0.50 -0.51 1.61
Sheltered Sam 40/60 Bill Bernstein -0.30 Nov 12 1.45 0.02 1.80
Edge Select Conservative Merrill Lynch -0.30 Nov 12 1.18 0.23 1.17
Pepperoni Portfolio Davide Pisicchio -0.31 Nov 12 -0.85 0.31 2.71
Stocks/Bonds 40/60 ESG -0.31 Nov 12 0.34 0.40 2.02
Dynamic 40/60 Income The Lazy Team -0.31 Nov 12 -0.06 -1.16 -0.50
JP Morgan Balanced Portfolio JP Morgan -0.32 Nov 12 0.61 0.07 2.28
All Country World 20/80 -0.32 Nov 12 1.14 -0.15 0.33
Technology -0.33 Nov 12 -6.66 0.47 3.63
In Saecula Saeculorum Fulvio Marchese -0.33 Nov 12 0.04 0.10 0.41
Capricciosa Portfolio Davide Pisicchio -0.33 Nov 12 -0.30 0.05 1.43
Robo Advisor 10 Value Tilt Betterment -0.34 Nov 12 0.88 0.27 0.86
Shield Strategy Aim Ways -0.34 Nov 12 -1.57 -0.23 -1.50
Stocks/Bonds 60/40 with Bitcoin -0.36 Nov 12 0.27 1.08 3.11
Short Term Treasury -0.37 Nov 12 0.92 0.54 0.84
High Yield Bonds Income The Lazy Team -0.38 Nov 12 1.73 -1.03 -1.36
Edge Select Moderately Conservative Merrill Lynch -0.40 Nov 12 0.45 -0.18 0.90
Robo Advisor 0 Betterment -0.40 Nov 12 0.98 0.51 0.76
LifeStrategy Income Fund Vanguard -0.40 Nov 12 1.24 -0.02 0.38
Stocks/Bonds 40/60 -0.42 Nov 12 1.03 0.57 1.90
Dimensional Retirement Income Fund DFA -0.43 Nov 11 1.14 0.19 0.71
Lifepath Fund iShares -0.44 Nov 12 0.82 -0.14 1.11
Sheltered Sam 30/70 Bill Bernstein -0.44 Nov 12 1.48 0.08 1.38
Four Seasons Portfolio Davide Pisicchio -0.45 Nov 12 -0.41 -0.27 0.00
All Country World Bonds -0.47 Nov 12 1.93 -0.17 -0.49
Eliminate Fat Tails Larry Swedroe -0.47 Nov 12 -0.05 -1.08 0.06
Golden Butterfly Tyler -0.48 Nov 12 0.61 -0.73 -1.63
Conservative Income Charles Schwab -0.48 Nov 12 1.84 -0.07 -0.07
Permanent Portfolio Harry Browne -0.50 Nov 12 -0.39 -0.27 -2.81
Desert Portfolio Gyroscopic Investing -0.51 Nov 12 0.29 -0.02 -0.31
Family Taxable Portfolio Ted Aronson -0.52 Nov 12 -0.70 -1.14 1.23
Developed World ex-US 40/60 Momentum -0.53 Nov 12 -0.58 -1.00 -0.27
Margherita Portfolio Davide Pisicchio -0.57 Nov 12 -0.15 -0.40 -0.62
Sheltered Sam 20/80 Bill Bernstein -0.59 Nov 12 1.50 0.14 0.95
Stocks/Bonds 40/60 with Bitcoin -0.59 Nov 12 0.88 0.88 1.88
Larry Portfolio Larry Swedroe -0.62 Nov 12 0.94 -0.82 -0.12
Golden Ratio Portfolio Frank Vasquez -0.63 Nov 12 -0.10 -0.29 -0.97
Paul Boyer Portfolio Paul Boyer -0.64 Nov 12 -0.91 -1.83 -4.53
Golden Butterfly with Bitcoin Tyler -0.65 Nov 12 0.60 -0.33 -1.29
Stocks/Bonds 20/80 -0.65 Nov 12 1.68 0.35 0.66
Simplified Permanent Portfolio The Lazy Team -0.67 Nov 12 -0.31 -0.79 -3.42
Permanent Portfolio with Bitcoin Harry Browne -0.67 Nov 12 -0.40 0.14 -2.46
Desert Portfolio with Bitcoin Gyroscopic Investing -0.68 Nov 12 0.28 0.38 0.05
Couch Potato Scott Burns -0.69 Nov 12 0.80 0.54 2.26
GAA Global Asset Allocation Mebane Faber -0.69 Nov 12 0.65 0.44 0.15
PISI Portfolio Davide Pisicchio -0.69 Nov 12 0.84 -0.19 -0.84
Ulcer Free Strategy Aim Ways -0.72 Nov 12 -1.41 -1.60 -2.82
Sheltered Sam 10/90 Bill Bernstein -0.73 Nov 12 1.53 0.20 0.51
Golden Butterfly 2x Leveraged Tyler -0.77 Nov 12 0.63 -3.90 -6.17
Developed World ex-US 60/40 Momentum -0.83 Nov 12 -1.49 -1.45 -0.43
Seven Value Scott Burns -0.84 Nov 12 3.89 2.90 5.44
Sheltered Sam 0/100 Bill Bernstein -0.88 Nov 12 1.56 0.26 0.06
Total Bond US -0.88 Nov 12 2.37 0.12 -0.62
Rob Arnott Portfolio Rob Arnott -0.99 Nov 12 2.03 1.11 0.94
Ivy Portfolio Mebane Faber -1.02 Nov 12 1.63 2.66 2.79
Five Asset Roger Gibson -1.04 Nov 12 1.52 2.16 2.84
Six Ways from Sunday Scott Burns -1.06 Nov 12 3.62 2.68 4.48
7Twelve Portfolio Craig Israelsen -1.13 Nov 12 1.40 2.21 2.67
Stocks/Bonds 60/40 2x Leveraged -1.17 Nov 12 0.36 0.35 3.22
Stocks/Bonds 20/80 Momentum -1.17 Nov 12 -0.79 -1.06 -0.40
Robust Alpha Architect -1.23 Nov 12 -1.62 -0.15 2.41
10-year Treasury -1.34 Nov 12 3.10 -0.24 -1.40
Developed World ex-US Stocks Momentum -1.43 Nov 12 -3.17 -2.30 -0.73
Stocks/Bonds 40/60 Momentum -1.47 Nov 12 -3.61 -2.15 -0.20
All Weather Portfolio Ray Dalio -1.54 Nov 12 2.02 1.69 0.33
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -1.61 Nov 12 -0.94 -2.44 -8.71
All Weather Portfolio with Bitcoin Ray Dalio -1.64 Nov 12 1.90 1.88 0.41
US Inflation Protection -1.64 Nov 12 2.55 -0.15 -1.09
Stocks/Bonds 40/60 2x Leveraged -1.68 Nov 12 2.01 -0.12 0.74
Desert Portfolio 2x Leveraged Gyroscopic Investing -1.76 Nov 12 1.22 -1.12 -3.57
Stocks/Bonds 60/40 Momentum -1.76 Nov 12 -6.14 -3.16 -0.01
Stocks/Bonds 80/20 Momentum -2.06 Nov 12 -8.41 -4.10 0.18
US Stocks Momentum -2.35 Nov 12 -10.47 -4.98 0.35
All Weather Portfolio 2x Leveraged Ray Dalio -3.41 Nov 12 6.23 4.13 0.95
Ark Tech Portfolio Cathie Wood -5.47 Nov 12 -7.41 14.35 17.71