Last Update - May 12 2026 Eastern Time
In the following table, you can retrieve the most recent returns of the main Asset Classes (ETFs dividends included, when applicable).
Update time is Eastern Time (ET - America/New York).
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of Apr 26
|
|||||
|---|---|---|---|---|---|---|
| Ticker | Asset Class | May 26â–ľ | Time(ET) | 1M | 3M | 6M |
|
QQQ
|
US Technology | 5.88 | May 12 | 15.69 | 7.51 | 6.42 |
|
VPL
|
Pacific | 4.41 | May 12 | 9.78 | 8.58 | 20.29 |
|
CWB
|
US Convertible Bonds | 3.77 | May 12 | 10.53 | 8.57 | 9.36 |
|
EEM
|
Emerging Markets | 2.85 | May 12 | 12.68 | 8.27 | 17.37 |
|
SPY
|
US Large Cap | 2.70 | May 12 | 10.51 | 4.14 | 5.97 |
|
VTI
|
US Total Stock Market | 2.43 | May 12 | 10.40 | 4.32 | 6.22 |
|
GLD
|
Gold | 2.18 | May 12 | -1.54 | -4.78 | 15.09 |
|
VT
|
World All Countries | 2.09 | May 12 | 9.31 | 4.20 | 8.66 |
|
DBC
|
Commodities | 1.90 | May 12 | 7.43 | 27.30 | 40.50 |
|
PFF
|
US Preferred Stocks | 0.86 | May 12 | 4.22 | 0.37 | 3.28 |
|
EFA
|
EAFE Stocks | 0.83 | May 12 | 5.34 | 1.57 | 10.25 |
|
VNQ
|
US REITs | 0.37 | May 12 | 8.60 | 7.22 | 10.17 |
|
EMB
|
Emerg. Market Bonds | 0.35 | May 12 | 2.49 | 0.52 | 1.65 |
|
LQD
|
US Invest. Grade Bonds | 0.13 | May 12 | 0.28 | -0.44 | 0.09 |
|
BIL
|
US Cash | 0.13 | May 12 | 0.29 | 0.85 | 1.78 |
|
TIP
|
US TIPS | 0.12 | May 12 | 1.09 | 0.98 | 1.09 |
|
VGK
|
Europe | 0.00 | May 12 | 5.71 | 0.05 | 10.06 |
|
HYG
|
US High Yield Bonds | -0.10 | May 12 | 1.52 | 0.55 | 2.42 |
|
BND
|
US Total Bond Market | -0.13 | May 12 | 0.15 | -0.01 | 0.50 |
|
BNDX
|
International Bonds | -0.26 | May 12 | 0.23 | -0.41 | -0.59 |
|
TLT
|
US Long Term Treasuries | -0.37 | May 12 | -0.84 | -0.63 | -3.05 |
|
FLLA
|
Latin America | -0.65 | May 12 | 2.97 | 5.51 | 28.72 |
|
IJR
|
US Small Cap | -0.96 | May 12 | 10.29 | 8.10 | 17.11 |
| 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 May 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.
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.
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of Apr 26
|
||||||
|---|---|---|---|---|---|---|---|
| Portfolio | Author | May 26â–ľ | Time(ET) | 1M | 3M | 6M | |
| US Stocks Momentum | 6.80 | May 12 | 18.33 | 11.08 | 12.11 | ||
| Technology | 5.88 | May 12 | 15.69 | 7.51 | 6.42 | ||
| Stocks/Bonds 80/20 Momentum | 5.41 | May 12 | 14.57 | 8.89 | 9.78 | ||
| Stocks/Bonds 60/40 Momentum | 4.03 | May 12 | 10.88 | 6.69 | 7.46 | ||
| Ark Tech Portfolio | Cathie Wood | 3.54 | May 12 | 13.37 | 0.90 | -9.47 | |
| US Stocks ESG | 3.22 | May 12 | 12.02 | 3.68 | 4.14 | ||
| Diavola Portfolio | Davide Pisicchio | 3.03 | May 12 | 10.62 | 4.70 | 5.71 | |
| Stocks/Bonds 60/40 2x Leveraged | 2.96 | May 12 | 11.99 | 3.34 | 4.04 | ||
| Emerging Markets Stocks | 2.85 | May 12 | 12.68 | 8.27 | 17.37 | ||
| Stocks/Bonds 40/60 Momentum | 2.64 | May 12 | 7.24 | 4.48 | 5.13 | ||
| US Stocks | 2.43 | May 12 | 10.40 | 4.32 | 6.22 | ||
| Warren Buffett Portfolio | Warren Buffett | 2.39 | May 12 | 9.46 | 3.68 | 4.87 | |
| Berkshire Hathaway | Warren Buffett | 2.36 | May 12 | -0.87 | -1.47 | -0.54 | |
| Dedalo Three | Dedalo Invest | 2.33 | May 12 | 10.07 | 4.28 | 6.96 | |
| Gold | 2.18 | May 12 | -1.54 | -4.78 | 15.09 | ||
| Robust | Alpha Architect | 2.13 | May 12 | 8.68 | 8.93 | 14.13 | |
| All Country World Stocks | 2.09 | May 12 | 9.31 | 4.20 | 8.66 | ||
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | 2.01 | May 12 | 3.40 | -2.81 | 8.02 | |
| Shield Strategy | Aim Ways | 1.92 | May 12 | 4.31 | 0.89 | 5.88 | |
| Stocks/Bonds 80/20 | 1.91 | May 12 | 8.28 | 3.46 | 5.08 | ||
| Pepperoni Portfolio | Davide Pisicchio | 1.90 | May 12 | 7.20 | 3.36 | 4.43 | |
| Second Grader's Starter | Paul Farrell | 1.90 | May 12 | 8.53 | 3.88 | 7.87 | |
| Stocks/Bonds 60/40 ESG | 1.85 | May 12 | 7.09 | 2.17 | 2.64 | ||
| Edge Select Aggressive | Merrill Lynch | 1.84 | May 12 | 8.41 | 4.04 | 7.89 | |
| Dedalo Eleven | Dedalo Invest | 1.83 | May 12 | 8.13 | 3.75 | 7.40 | |
| Dedalo Four | Dedalo Invest | 1.80 | May 12 | 8.04 | 3.36 | 5.49 | |
| Stocks/Bonds 40/60 2x Leveraged | 1.79 | May 12 | 7.58 | 1.77 | 1.91 | ||
| Simple Path to Wealth | JL Collins | 1.79 | May 12 | 7.76 | 3.25 | 4.79 | |
| Developed World ex-US Stocks | 1.73 | May 12 | 7.37 | 4.10 | 14.93 | ||
| Developed World ex-US Stocks Momentum | 1.69 | May 12 | 8.12 | 2.43 | 12.89 | ||
| Four Funds | Bogleheads | 1.67 | May 12 | 7.59 | 3.55 | 7.36 | |
| All Country World 80/20 | 1.65 | May 12 | 7.53 | 3.36 | 7.00 | ||
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | 1.64 | May 12 | 5.02 | -0.43 | 4.16 | |
| Three Funds | Bogleheads | 1.64 | May 12 | 7.50 | 3.46 | 7.30 | |
| Perfect Portfolio | Ben Stein | 1.62 | May 12 | 7.28 | 4.76 | 9.80 | |
| LifeStrategy Growth Fund | Vanguard | 1.62 | May 12 | 7.45 | 3.43 | 7.38 | |
| Gold Pivot Ptf | Aim Ways | 1.58 | May 12 | 2.14 | -0.63 | 6.99 | |
| Mid-Twenties | Burton Malkiel | 1.56 | May 12 | 8.22 | 4.22 | 8.67 | |
| Edge Select Moderately Aggressive | Merrill Lynch | 1.53 | May 12 | 6.96 | 3.26 | 6.42 | |
| Core Four | Rick Ferri | 1.53 | May 12 | 7.52 | 3.69 | 7.18 | |
| US Stocks Quality | 1.52 | May 12 | 8.05 | 2.60 | 6.13 | ||
| Robo Advisor 90 Value Tilt | Betterment | 1.48 | May 12 | 8.19 | 4.68 | 11.08 | |
| Late Thirties to Early Forties | Burton Malkiel | 1.46 | May 12 | 7.96 | 4.06 | 8.37 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | 1.45 | May 12 | 12.54 | 6.61 | 7.90 | |
| Stocks/Bonds 60/40 with Bitcoin | 1.45 | May 12 | 6.31 | 2.51 | 3.18 | ||
| Capricciosa Portfolio | Davide Pisicchio | 1.43 | May 12 | 5.55 | 2.31 | 4.67 | |
| Stocks/Bonds 60/40 | 1.40 | May 12 | 6.20 | 2.60 | 3.93 | ||
| Robo Advisor 100 Value Tilt | Betterment | 1.39 | May 12 | 8.44 | 4.45 | 10.91 | |
| Odd-Stats Strategy | Aim Ways | 1.39 | May 12 | 4.30 | 1.74 | 4.37 | |
| Margaritaville | Scott Burns | 1.36 | May 12 | 6.40 | 3.22 | 6.99 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 1.34 | May 12 | 6.58 | 3.39 | 6.77 | |
| Developed World ex-US 80/20 | 1.33 | May 12 | 5.97 | 3.24 | 11.92 | ||
| Gone Fishin' Portfolio | Alexander Green | 1.33 | May 12 | 6.58 | 3.70 | 10.83 | |
| Gretchen Tai Portfolio | Gretchen Tai | 1.32 | May 12 | 6.81 | 3.76 | 8.55 | |
| Robo Advisor 80 Value Tilt | Betterment | 1.31 | May 12 | 7.37 | 4.19 | 9.93 | |
| Four Seasons Portfolio | Davide Pisicchio | 1.30 | May 12 | 4.47 | 1.65 | 4.96 | |
| Ulcer Free Strategy | Aim Ways | 1.28 | May 12 | 3.06 | 1.35 | 4.01 | |
| Couch Potato | Scott Burns | 1.27 | May 12 | 5.64 | 2.66 | 3.67 | |
| Mid-Fifties | Burton Malkiel | 1.26 | May 12 | 7.42 | 3.85 | 7.86 | |
| Stocks/Bonds 20/80 Momentum | 1.25 | May 12 | 3.67 | 2.24 | 2.81 | ||
| Family Taxable Portfolio | Ted Aronson | 1.25 | May 12 | 7.38 | 4.78 | 9.76 | |
| In Saecula Saeculorum | Fulvio Marchese | 1.25 | May 12 | 4.40 | 1.36 | 4.64 | |
| All Country World 60/40 | 1.21 | May 12 | 5.77 | 2.52 | 5.33 | ||
| Five Asset | Roger Gibson | 1.21 | May 12 | 6.88 | 8.86 | 14.17 | |
| Marc Faber Portfolio | Marc Faber | 1.20 | May 12 | 4.14 | 1.67 | 9.52 | |
| Yale Endowment | David Swensen | 1.18 | May 12 | 6.71 | 3.94 | 7.32 | |
| LifeStrategy Moderate Growth | Vanguard | 1.17 | May 12 | 5.62 | 2.56 | 5.59 | |
| Stocks/Bonds 40/60 ESG | 1.17 | May 12 | 4.72 | 1.42 | 1.89 | ||
| Lazy Portfolio | David Swensen | 1.15 | May 12 | 6.77 | 3.97 | 7.08 | |
| Sheltered Sam 100/0 | Bill Bernstein | 1.12 | May 12 | 7.83 | 4.81 | 13.27 | |
| Edge Select Moderate | Merrill Lynch | 1.12 | May 12 | 5.39 | 2.52 | 5.14 | |
| Permanent Portfolio with Bitcoin | Harry Browne | 1.12 | May 12 | 2.14 | -0.13 | 4.50 | |
| Permanent Portfolio | Harry Browne | 1.09 | May 12 | 1.91 | -0.19 | 5.50 | |
| Golden Butterfly 2x Leveraged | Tyler | 1.08 | May 12 | 7.11 | 0.78 | 12.89 | |
| Long Term Portfolio | Ben Stein | 1.07 | May 12 | 7.27 | 4.06 | 8.85 | |
| Andrew Tobias Portfolio | Andrew Tobias | 1.06 | May 12 | 5.24 | 2.05 | 5.96 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | 1.03 | May 12 | 3.49 | 2.79 | 7.01 | |
| Margherita Portfolio | Davide Pisicchio | 1.03 | May 12 | 3.45 | 1.22 | 4.39 | |
| Sheltered Sam 90/10 | Bill Bernstein | 1.01 | May 12 | 7.11 | 4.40 | 12.06 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | 1.01 | May 12 | 8.10 | 5.01 | 13.72 | |
| Simple and Cheap | Time Money Inc | 1.00 | May 12 | 5.55 | 2.86 | 5.72 | |
| Late Sixties and Beyond | Burton Malkiel | 0.97 | May 12 | 6.48 | 3.46 | 6.91 | |
| Simplified Permanent Portfolio | The Lazy Team | 0.97 | May 12 | 1.98 | -0.27 | 5.71 | |
| Four Square | Scott Burns | 0.95 | May 12 | 4.83 | 2.32 | 5.12 | |
| Stocks/Bonds 40/60 with Bitcoin | 0.93 | May 12 | 4.25 | 1.64 | 2.03 | ||
| Developed World ex-US 60/40 | 0.93 | May 12 | 4.56 | 2.36 | 8.87 | ||
| JP Morgan Balanced Portfolio | JP Morgan | 0.93 | May 12 | 6.02 | 4.41 | 8.49 | |
| Golden Ratio Portfolio | Frank Vasquez | 0.91 | May 12 | 4.32 | 1.83 | 7.00 | |
| GAA Global Asset Allocation | Mebane Faber | 0.91 | May 12 | 4.10 | 3.41 | 7.12 | |
| Developed World ex-US 60/40 Momentum | 0.91 | May 12 | 4.97 | 1.33 | 7.67 | ||
| Sheltered Sam 80/20 | Bill Bernstein | 0.90 | May 12 | 6.39 | 3.99 | 10.85 | |
| Stocks/Bonds 40/60 | 0.89 | May 12 | 4.15 | 1.73 | 2.79 | ||
| Talmud Portfolio | Roger Gibson | 0.89 | May 12 | 6.34 | 3.87 | 5.63 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | 0.87 | May 12 | 3.33 | 2.55 | 3.80 | |
| Global Market Portfolio | Credit Suisse | 0.86 | May 12 | 4.30 | 2.06 | 4.13 | |
| Pinwheel | Tyler | 0.85 | May 12 | 5.66 | 3.07 | 9.52 | |
| All Weather Portfolio | Ray Dalio | 0.84 | May 12 | 3.20 | 2.83 | 5.06 | |
| Ivy Portfolio | Mebane Faber | 0.84 | May 12 | 6.68 | 10.55 | 15.90 | |
| Five Fold | Scott Burns | 0.83 | May 12 | 5.59 | 3.30 | 6.14 | |
| Sandwich Portfolio | Bob Clyatt | 0.83 | May 12 | 5.24 | 2.86 | 6.27 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 0.80 | May 12 | 3.07 | 0.79 | 2.87 | |
| Aim comfortable trip | Aim Ways | 0.80 | May 12 | 3.09 | 1.06 | 7.36 | |
| No Brainer Portfolio | Bill Bernstein | 0.79 | May 12 | 7.18 | 4.22 | 9.25 | |
| Sheltered Sam 70/30 | Bill Bernstein | 0.78 | May 12 | 5.67 | 3.57 | 9.64 | |
| Desert Portfolio | Gyroscopic Investing | 0.78 | May 12 | 2.83 | 0.73 | 3.90 | |
| All Country World 40/60 | 0.77 | May 12 | 4.01 | 1.66 | 3.66 | ||
| PISI Portfolio | Davide Pisicchio | 0.77 | May 12 | 2.79 | 0.70 | 3.56 | |
| Tilt Toward Value | Time Money Inc | 0.76 | May 12 | 5.39 | 2.99 | 6.23 | |
| Edge Select Moderately Conservative | Merrill Lynch | 0.76 | May 12 | 3.81 | 1.67 | 3.60 | |
| Nano Portfolio | John Wasik | 0.72 | May 12 | 5.08 | 2.83 | 5.73 | |
| LifeStrategy Conservative Growth | Vanguard | 0.72 | May 12 | 3.79 | 1.67 | 3.80 | |
| Lifepath Fund | iShares | 0.70 | May 12 | 3.98 | 1.96 | 4.13 | |
| Dynamic 60/40 Income | The Lazy Team | 0.70 | May 12 | 4.95 | 2.56 | 4.67 | |
| Dynamic 40/60 Income | The Lazy Team | 0.69 | May 12 | 3.71 | 1.21 | 2.95 | |
| Robo Advisor 50 Value Tilt | Betterment | 0.69 | May 12 | 4.68 | 2.36 | 5.81 | |
| Sheltered Sam 60/40 | Bill Bernstein | 0.67 | May 12 | 4.95 | 3.15 | 8.43 | |
| Paul Boyer Portfolio | Paul Boyer | 0.67 | May 12 | 2.32 | 0.71 | 8.07 | |
| Coward's Portfolio | Bill Bernstein | 0.62 | May 12 | 5.48 | 3.50 | 8.06 | |
| Rob Arnott Portfolio | Rob Arnott | 0.59 | May 12 | 3.66 | 4.36 | 6.64 | |
| Dimensional Retirement Income Fund | DFA | 0.58 | May 11 | 2.35 | 1.59 | 3.12 | |
| Sheltered Sam 50/50 | Bill Bernstein | 0.56 | May 12 | 4.22 | 2.72 | 7.22 | |
| Ideal Index | Frank Armstrong | 0.55 | May 12 | 5.89 | 3.88 | 9.55 | |
| Developed World ex-US 40/60 | 0.53 | May 12 | 3.14 | 1.45 | 5.77 | ||
| Golden Butterfly with Bitcoin | Tyler | 0.52 | May 12 | 3.61 | 1.22 | 6.80 | |
| Ultimate Buy&Hold | FundAdvice | 0.52 | May 12 | 4.97 | 3.13 | 8.57 | |
| Developed World ex-US 40/60 Momentum | 0.52 | May 12 | 3.39 | 0.76 | 4.98 | ||
| One-Decision Portfolio | Marvin Appel | 0.51 | May 12 | 4.85 | 3.18 | 5.54 | |
| Weird Portfolio | Value Stock Geek | 0.50 | May 12 | 4.35 | 2.12 | 10.82 | |
| Golden Butterfly | Tyler | 0.50 | May 12 | 3.38 | 1.16 | 7.83 | |
| Sheltered Sam 40/60 | Bill Bernstein | 0.45 | May 12 | 3.49 | 2.30 | 6.01 | |
| US Stocks Value | 0.43 | May 12 | 5.95 | 3.35 | 8.21 | ||
| 7Twelve Portfolio | Craig Israelsen | 0.42 | May 12 | 5.79 | 9.11 | 14.02 | |
| Stocks/Bonds 20/80 | 0.38 | May 12 | 2.13 | 0.86 | 1.64 | ||
| Eliminate Fat Tails | Larry Swedroe | 0.37 | May 12 | 4.00 | 3.19 | 6.12 | |
| Simple Money Portfolio | Tim Maurer | 0.36 | May 12 | 4.31 | 2.55 | 8.44 | |
| Big Rocks Portfolio | Larry Swedroe | 0.35 | May 12 | 5.05 | 3.36 | 8.50 | |
| Sheltered Sam 30/70 | Bill Bernstein | 0.33 | May 12 | 2.76 | 1.86 | 4.79 | |
| All Country World 20/80 | 0.33 | May 12 | 2.26 | 0.80 | 1.99 | ||
| Edge Select Conservative | Merrill Lynch | 0.29 | May 12 | 2.03 | 1.14 | 2.89 | |
| LifeStrategy Income Fund | Vanguard | 0.27 | May 12 | 1.98 | 0.77 | 1.99 | |
| Robo Advisor 20 Value Tilt | Betterment | 0.23 | May 12 | 2.03 | 1.09 | 3.00 | |
| Seven Value | Scott Burns | 0.23 | May 12 | 4.05 | 5.65 | 11.44 | |
| Coffeehouse | Bill Schultheis | 0.22 | May 12 | 5.25 | 3.52 | 7.82 | |
| Sheltered Sam 20/80 | Bill Bernstein | 0.22 | May 12 | 2.02 | 1.43 | 3.58 | |
| US Stocks Equal Weight | 0.19 | May 12 | 6.00 | 3.15 | 9.15 | ||
| Developed World ex-US 20/80 | 0.13 | May 12 | 1.69 | 0.53 | 2.62 | ||
| US Cash | 0.13 | May 12 | 0.29 | 0.85 | 1.78 | ||
| High Yield Bonds Income | The Lazy Team | 0.12 | May 12 | 1.52 | 0.21 | 1.41 | |
| US Inflation Protection | 0.12 | May 12 | 1.09 | 0.98 | 1.09 | ||
| Six Ways from Sunday | Scott Burns | 0.12 | May 12 | 3.82 | 5.92 | 11.27 | |
| Sheltered Sam 10/90 | Bill Bernstein | 0.11 | May 12 | 1.29 | 0.99 | 2.37 | |
| Robo Advisor 10 Value Tilt | Betterment | 0.08 | May 12 | 1.11 | 0.66 | 2.08 | |
| Cape US Sector Value | Robert Shiller | 0.02 | May 12 | 5.50 | -1.21 | 3.92 | |
| European Stocks | 0.00 | May 12 | 5.71 | 0.05 | 10.06 | ||
| Conservative Income | Charles Schwab | 0.00 | May 12 | 0.88 | 0.77 | 1.49 | |
| Sheltered Sam 0/100 | Bill Bernstein | 0.00 | May 12 | 0.55 | 0.54 | 1.15 | |
| Short Term Treasury | -0.08 | May 12 | 0.19 | 0.25 | 1.20 | ||
| Robo Advisor 0 | Betterment | -0.08 | May 12 | 0.20 | 0.24 | 1.19 | |
| All Country World Bonds | -0.11 | May 12 | 0.53 | -0.07 | 0.30 | ||
| Larry Portfolio | Larry Swedroe | -0.12 | May 12 | 2.85 | 1.86 | 5.26 | |
| Total Bond US | -0.13 | May 12 | 0.15 | -0.01 | 0.50 | ||
| US Stocks Minimum Volatility | -0.19 | May 12 | 2.05 | 0.04 | 2.41 | ||
| Total Bond Developed World ex-US | -0.26 | May 12 | 0.23 | -0.41 | -0.59 | ||
| Cockroach Portfolio | Tony Dong | -0.33 | May 12 | 0.59 | 0.03 | 7.51 | |
| 10-year Treasury | -0.37 | May 12 | -0.15 | -0.06 | -0.07 | ||
| Aggressive Global Income | The Lazy Team | -0.62 | May 12 | 4.48 | 4.52 | 12.05 | |
