Last Update - 31 July 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 Jul 26
Ticker Asset Class 1M 3M 6M
GLD
Gold 0.86 -12.30 -16.50
QQQ
US Technology -6.57 3.15 10.89
CWB
US Convertible Bonds -5.46 1.16 9.82
VTI
US Total Stock Market -0.49 4.26 8.77
VT
World All Countries -0.69 3.45 7.80
EEM
Emerging Markets -6.31 0.68 9.01
SPY
US Large Cap Blend 0.03 4.22 8.53
IJR
US Small Cap Blend -1.92 6.42 15.04
EFA
EAFE Stocks 1.64 4.82 6.46
DBC
Commodities 10.47 -5.31 20.55
PFF
US Preferred Stocks 0.40 -1.80 -1.44
EMB
Emerg. Market Bonds -1.44 0.07 0.59
HYG
US High Yield Bonds -0.15 0.37 0.92
BND
US Total Bond Market -1.28 -0.74 -0.75
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
BNDX
International Bonds -1.14 0.12 -0.29
TIP
US TIPS -0.68 -0.95 0.02
BIL
US Cash 0.34 0.93 1.78
VNQ
US REITs 2.61 3.63 11.11
IJH
US Mid Cap Blend -2.39 3.69 10.14
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 Aug 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 Jul 26
Portfolio Author Aug 26▾ Time(ET) 1M 3M 6M
Ark Tech Portfolio Cathie Wood 12.79 Aug 14 -9.69 2.94 3.86
Gold 8.06 Aug 14 0.86 -12.30 -16.50
Golden Butterfly 2x Leveraged Tyler 6.59 Aug 14 -2.52 -2.36 -1.60
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 6.57 Aug 14 -1.74 -6.43 -9.06
Technology 6.26 Aug 14 -6.57 3.15 10.89
US Stocks Momentum 5.88 Aug 14 -12.61 5.61 17.31
Stocks/Bonds 60/40 2x Leveraged 5.12 Aug 14 -1.60 2.86 6.29
Stocks/Bonds 80/20 Momentum 4.80 Aug 14 -10.86 4.47 13.76
Desert Portfolio 2x Leveraged Gyroscopic Investing 4.63 Aug 14 -2.12 -2.48 -2.90
All Weather Portfolio 2x Leveraged Ray Dalio 4.49 Aug 14 -1.87 -3.06 -0.36
Diavola Portfolio Davide Pisicchio 4.37 Aug 14 -2.10 3.55 8.41
US Stocks 4.25 Aug 14 -0.49 4.26 8.77
Dedalo Three Dedalo Invest 4.20 Aug 14 -0.55 4.02 8.47
Developed World ex-US Stocks 4.19 Aug 14 -0.88 3.19 7.42
US Stocks ESG 4.13 Aug 14 -0.17 5.19 9.06
All Country World Stocks 4.10 Aug 14 -0.69 3.45 7.80
Gold Pivot Ptf Aim Ways 4.08 Aug 14 -1.25 -3.47 -4.08
Developed World ex-US Stocks Momentum 4.01 Aug 14 -2.19 1.61 4.07
Emerging Markets Stocks 3.93 Aug 14 -6.31 0.68 9.01
Stocks/Bonds 40/60 2x Leveraged 3.79 Aug 14 -2.17 0.86 2.65
Shield Strategy Aim Ways 3.74 Aug 14 -1.53 -1.28 -0.40
Warren Buffett Portfolio Warren Buffett 3.73 Aug 14 -0.07 3.93 7.75
Stocks/Bonds 60/40 Momentum 3.71 Aug 14 -8.89 3.26 10.17
Second Grader's Starter Paul Farrell 3.62 Aug 14 -0.75 3.36 7.37
Robo Advisor 100 Value Tilt Betterment 3.62 Aug 14 -0.46 4.27 8.91
Robo Advisor 90 Value Tilt Betterment 3.62 Aug 14 -1.15 3.43 8.27
US Stocks Equal Weight 3.61 Aug 14 1.05 6.10 9.43
Stocks/Bonds 80/20 3.49 Aug 14 -0.64 3.30 6.88
Edge Select Aggressive Merrill Lynch 3.40 Aug 14 -1.27 3.06 7.22
Dedalo Four Dedalo Invest 3.39 Aug 14 -0.66 3.27 6.73
Developed World ex-US 80/20 3.38 Aug 14 -0.93 2.62 5.94
All Country World 80/20 3.36 Aug 14 -0.80 2.74 6.19
Sheltered Sam 100/0 Bill Bernstein 3.36 Aug 14 0.11 4.51 9.54
Simple Path to Wealth JL Collins 3.30 Aug 14 -0.68 3.06 6.41
Simplified Permanent Portfolio The Lazy Team 3.30 Aug 14 -0.63 -2.66 -2.91
US Stocks Minimum Volatility 3.27 Aug 14 1.52 3.80 3.84
Robo Advisor 80 Value Tilt Betterment 3.25 Aug 14 -1.19 3.02 7.33
Golden Butterfly Tyler 3.25 Aug 14 -0.90 -0.91 0.24
Three Funds Bogleheads 3.24 Aug 14 -0.82 2.88 6.44
Golden Ratio Portfolio Frank Vasquez 3.22 Aug 14 -1.22 -0.68 1.14
Four Funds Bogleheads 3.21 Aug 14 -0.77 2.86 6.51
Dedalo Eleven Dedalo Invest 3.21 Aug 14 -1.10 2.95 6.80
LifeStrategy Growth Fund Vanguard 3.21 Aug 14 -0.82 2.90 6.43
Talmud Portfolio 2x Leveraged Roger Gibson 3.15 Aug 14 0.21 2.07 8.82
Permanent Portfolio Harry Browne 3.15 Aug 14 -0.97 -2.55 -2.73
Pepperoni Portfolio Davide Pisicchio 3.14 Aug 14 -1.43 2.39 5.83
Marc Faber Portfolio Marc Faber 3.13 Aug 14 0.18 -1.48 0.16
Perfect Portfolio Ben Stein 3.12 Aug 14 -0.44 2.74 7.63
Aggressive Portfolio Lyn Alden 3.11 Aug 14 -0.64 2.54 6.26
Golden Butterfly with Bitcoin Tyler 3.09 Aug 14, 08:00PM -0.83 -0.96 0.25
Family Taxable Portfolio Ted Aronson 3.09 Aug 14 -2.50 2.39 7.29
Weird Portfolio Value Stock Geek 3.08 Aug 14 0.13 -0.69 1.41
Ultimate Buy and Hold Strategy Paul Merriman 3.07 Aug 14 0.30 4.07 9.29
Paul Boyer Portfolio Paul Boyer 3.05 Aug 14 -2.08 -2.75 -2.06
Sheltered Sam 90/10 Bill Bernstein 3.04 Aug 14 0.08 4.08 8.66
Gone Fishin' Portfolio Alexander Green 2.99 Aug 14 -1.59 1.71 5.48
Permanent Portfolio with Bitcoin Harry Browne 2.99 Aug 14, 08:00PM -0.89 -2.60 -2.73
US Stocks Quality 2.97 Aug 14 -0.05 6.01 8.77
Core Four Rick Ferri 2.94 Aug 14 -0.53 2.92 6.71
Moderate Portfolio Lyn Alden 2.94 Aug 14 -0.94 2.08 5.40
Capricciosa Portfolio Davide Pisicchio 2.93 Aug 14 -0.79 1.38 3.72
Four Seasons Portfolio Davide Pisicchio 2.92 Aug 14 -0.74 0.27 1.93
Mid-Twenties Burton Malkiel 2.90 Aug 14 -0.92 3.14 7.49
Edge Select Moderately Aggressive Merrill Lynch 2.90 Aug 14 -1.22 2.40 5.74
In Saecula Saeculorum Fulvio Marchese 2.88 Aug 14 -0.74 0.31 1.67
Robust Alpha Architect 2.83 Aug 14 -2.35 2.57 11.73
No Brainer Portfolio Bill Bernstein 2.81 Aug 14 -0.79 3.56 7.93
Late Thirties to Early Forties Burton Malkiel 2.80 Aug 14 -0.84 3.11 7.30
Odd-Stats Strategy Aim Ways 2.78 Aug 14 -1.59 0.20 1.95
Gretchen Tai Portfolio Gretchen Tai 2.77 Aug 14 -1.35 2.25 6.09
Stocks/Bonds 60/40 2.73 Aug 14 -0.79 2.33 4.99
Sheltered Sam 80/20 Bill Bernstein 2.73 Aug 14 0.06 3.63 7.76
US Stocks Value 2.73 Aug 14 1.94 4.08 7.56
Aim comfortable trip Aim Ways 2.73 Aug 14 -0.23 0.29 1.36
Stocks/Bonds 60/40 with Bitcoin 2.69 Aug 14, 08:00PM -0.69 2.00 4.56
Pinwheel Tyler 2.68 Aug 14 -0.18 1.36 4.46
Stocks/Bonds 60/40 ESG 2.66 Aug 14 -0.62 2.83 5.06
Jane Bryant Quinn Portfolio Jane Bryant Quinn 2.63 Aug 14 -0.42 2.52 5.99
Stocks/Bonds 40/60 Momentum 2.63 Aug 14 -6.67 1.99 6.56
All Country World 60/40 2.62 Aug 14 -0.90 2.01 4.58
Conservative Portfolio Lyn Alden 2.62 Aug 14 -0.13 1.63 4.40
Margaritaville Scott Burns 2.62 Aug 14 -0.75 2.13 5.42
Long Term Portfolio Ben Stein 2.61 Aug 14 -0.27 3.43 7.63
Developed World ex-US 60/40 2.57 Aug 14 -0.98 2.03 4.43
Ulcer Free Strategy Aim Ways 2.56 Aug 14 -2.43 -1.24 0.09
Margherita Portfolio Davide Pisicchio 2.54 Aug 14 -0.75 -0.22 0.99
Cockroach Portfolio Tony Dong 2.52 Aug 14 0.42 -1.27 -1.24
Mid-Fifties Burton Malkiel 2.51 Aug 14 -0.69 2.96 6.92
LifeStrategy Moderate Growth Vanguard 2.50 Aug 14 -0.92 2.09 4.70
Andrew Tobias Portfolio Andrew Tobias 2.48 Aug 14 0.44 3.18 5.30
Developed World ex-US 60/40 Momentum 2.46 Aug 14 -1.80 1.04 2.38
Sheltered Sam 70/30 Bill Bernstein 2.42 Aug 14 0.03 3.18 6.86
Desert Portfolio Gyroscopic Investing 2.33 Aug 14 -0.39 -0.29 0.44
PISI Portfolio Davide Pisicchio 2.33 Aug 14 -0.98 -0.65 0.04
Edge Select Moderate Merrill Lynch 2.33 Aug 14 -1.22 1.74 4.30
Ideal Index Frank Armstrong 2.25 Aug 14 -0.30 3.22 7.23
Coward's Portfolio Bill Bernstein 2.23 Aug 14 -0.47 2.98 6.58
JP Morgan Balanced Portfolio JP Morgan 2.20 Aug 14 0.09 2.21 6.71
Couch Potato Scott Burns 2.19 Aug 14 -0.59 1.71 4.42
Seven Value Scott Burns 2.18 Aug 14 1.92 2.48 8.27
Desert Portfolio with Bitcoin Gyroscopic Investing 2.18 Aug 14, 08:00PM -0.31 -0.34 0.45
Yale Endowment David Swensen 2.16 Aug 14 -0.29 2.34 6.38
All Weather Portfolio Ray Dalio 2.14 Aug 14 -1.01 -1.33 1.46
Sheltered Sam 60/40 Bill Bernstein 2.11 Aug 14 0.00 2.72 5.96
Simple and Cheap Time Money Inc 2.10 Aug 14 -0.58 2.07 4.99
Sandwich Portfolio Bob Clyatt 2.09 Aug 14 -0.56 1.84 4.75
Tilt Toward Value Time Money Inc 2.06 Aug 14 -0.47 2.36 5.42
Late Sixties and Beyond Burton Malkiel 2.05 Aug 14 -0.39 2.75 6.31
GAA Global Asset Allocation Mebane Faber 2.05 Aug 14 -0.78 -0.28 3.12
All Weather Portfolio with Bitcoin Ray Dalio 2.05 Aug 14, 08:00PM -1.05 -1.44 1.07
Lazy Portfolio David Swensen 2.04 Aug 14 -0.32 2.29 6.35
Simple Money Portfolio Tim Maurer 2.03 Aug 14 0.83 2.97 5.60
Robo Advisor 50 Value Tilt Betterment 2.00 Aug 14 -0.91 2.01 4.42
Four Square Scott Burns 1.99 Aug 14 -0.85 1.63 3.99
Stocks/Bonds 40/60 1.98 Aug 14 -0.95 1.33 3.08
Six Ways from Sunday Scott Burns 1.97 Aug 14 2.10 1.75 7.77
European Stocks 1.96 Aug 14 2.32 5.38 5.43
Coffeehouse Bill Schultheis 1.96 Aug 14 -0.50 2.81 6.44
Five Asset Roger Gibson 1.96 Aug 14 2.22 0.67 9.59
Ultimate Buy&Hold FundAdvice 1.95 Aug 14 0.10 2.37 5.58
Stocks/Bonds 40/60 with Bitcoin 1.94 Aug 14, 08:00PM -0.84 0.99 2.65
Big Rocks Portfolio Larry Swedroe 1.93 Aug 14 0.28 3.15 6.62
Stocks/Bonds 40/60 ESG 1.92 Aug 14 -0.86 1.62 3.06
7Twelve Portfolio Craig Israelsen 1.89 Aug 14 1.75 0.45 9.60
All Country World 40/60 1.89 Aug 14 -1.02 1.25 2.94
Ivy Portfolio Mebane Faber 1.87 Aug 14 2.63 0.13 10.69
Sheltered Sam 50/50 Bill Bernstein 1.80 Aug 14 -0.03 2.25 5.04
LifeStrategy Conservative Growth Vanguard 1.79 Aug 14 -1.02 1.26 2.95
Developed World ex-US 40/60 1.76 Aug 14 -1.03 1.42 2.89
Lifepath Fund iShares 1.76 Aug 14 -0.94 1.25 3.24
Edge Select Moderately Conservative Merrill Lynch 1.76 Aug 14 -1.14 1.08 2.77
Cape US Sector Value Robert Shiller 1.70 Aug 14 1.40 1.30 0.07
Developed World ex-US 40/60 Momentum 1.69 Aug 14 -1.59 0.74 1.51
Global Market Portfolio Credit Suisse 1.60 Aug 14 -1.69 0.86 2.94
Dynamic 40/60 Income The Lazy Team 1.57 Aug 14 -0.31 0.67 1.88
Five Fold Scott Burns 1.56 Aug 14 -0.13 2.05 5.42
Stocks/Bonds 20/80 Momentum 1.55 Aug 14 -4.16 0.66 2.92
Aggressive Global Income The Lazy Team 1.54 Aug 14 1.93 3.58 8.26
Talmud Portfolio Roger Gibson 1.53 Aug 14 0.33 2.45 6.42
Nano Portfolio John Wasik 1.52 Aug 14 0.41 2.28 5.17
Sheltered Sam 40/60 Bill Bernstein 1.49 Aug 14 -0.06 1.78 4.12
Dynamic 60/40 Income The Lazy Team 1.38 Aug 14 0.53 1.41 4.00
Larry Portfolio Larry Swedroe 1.35 Aug 14 -0.79 0.70 2.57
Stocks/Bonds 20/80 1.22 Aug 14 -1.11 0.31 1.17
One-Decision Portfolio Marvin Appel 1.21 Aug 14 0.16 2.24 5.49
Eliminate Fat Tails Larry Swedroe 1.20 Aug 14 -1.54 1.15 4.37
Sheltered Sam 30/70 Bill Bernstein 1.17 Aug 14 -0.09 1.30 3.18
All Country World 20/80 1.15 Aug 14 -1.13 0.48 1.28
LifeStrategy Income Fund Vanguard 1.08 Aug 14 -1.13 0.40 1.18
Edge Select Conservative Merrill Lynch 1.06 Aug 14 -0.67 0.94 2.09
Rob Arnott Portfolio Rob Arnott 1.05 Aug 14 0.19 -0.17 4.18
Robo Advisor 20 Value Tilt Betterment 1.00 Aug 14 -0.41 0.94 2.03
Developed World ex-US 20/80 0.95 Aug 14 -1.08 0.78 1.32
Dimensional Retirement Income Fund DFA 0.91 Aug 14 -0.33 0.41 2.10
Sheltered Sam 20/80 Bill Bernstein 0.86 Aug 14 -0.12 0.80 2.24
High Yield Bonds Income The Lazy Team 0.68 Aug 14 -1.43 -0.33 -0.12
Robo Advisor 10 Value Tilt Betterment 0.66 Aug 14 -0.17 0.59 1.26
Sheltered Sam 10/90 Bill Bernstein 0.55 Aug 14 -0.15 0.30 1.30
Total Bond US 0.46 Aug 14 -1.28 -0.74 -0.75
10-year Treasury 0.44 Aug 14 -1.39 -1.16 -1.22
All Country World Bonds 0.41 Aug 14 -1.25 -0.32 -0.39
Robo Advisor 0 Betterment 0.33 Aug 14 0.11 0.25 0.50
Short Term Treasury 0.31 Aug 14 0.16 0.30 0.55
Conservative Income Charles Schwab 0.30 Aug 14 -0.47 0.00 0.77
Sheltered Sam 0/100 Bill Bernstein 0.24 Aug 14 -0.18 -0.20 0.34
Total Bond Developed World ex-US 0.14 Aug 14 -1.14 0.12 -0.29
US Inflation Protection 0.13 Aug 14 -0.68 -0.95 0.02
US Cash 0.13 Aug 14 0.34 0.93 1.78
Berkshire Hathaway Warren Buffett -1.44 Aug 14 2.37 7.68 6.10