Last Update - 30 June 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 Jun 26
Ticker Asset Class 1M 3M 6M
DBC
Commodities -9.57 -7.91 19.23
VNQ
US REITs 1.65 9.67 11.11
GLD
Gold -11.68 -14.39 -7.05
BIL
US Cash 0.27 0.88 1.74
HYG
US High Yield Bonds 0.09 2.05 1.69
EFA
EAFE Stocks 0.69 8.64 9.89
TIP
US TIPS -0.46 0.82 1.23
PFF
US Preferred Stocks -2.97 1.93 0.48
BNDX
International Bonds 0.44 1.50 1.38
BND
US Total Bond Market 0.27 0.70 0.75
EMB
Emerg. Market Bonds 0.43 4.05 2.38
LQD
US Invest. Grade Bonds 0.11 1.26 0.88
SPY
US Large Cap Blend -1.03 15.12 10.09
VTI
US Total Stock Market -0.39 15.68 11.04
IJR
US Small Cap Blend 7.28 19.67 23.98
VT
World All Countries -0.38 13.88 11.93
TLT
US Long Term Treasuries 1.17 0.85 1.03
CWB
US Convertible Bonds -0.12 18.26 21.63
QQQ
US Technology -0.15 27.73 20.16
EEM
Emerging Markets 0.24 21.09 25.69
IJH
US Mid Cap Blend 3.62 14.47 17.40
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 Jul 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 Jun 26
Portfolio Author Jul 26▾ Time(ET) 1M 3M 6M
US Stocks Value 2.24 Jul 29 0.23 8.17 8.27
Cape US Sector Value Robert Shiller 2.02 Jul 29 0.89 5.40 0.88
US Stocks Minimum Volatility 1.96 Jul 29 0.17 4.34 3.19
Berkshire Hathaway Warren Buffett 1.91 Jul 29 5.34 4.28 -0.79
Aggressive Global Income The Lazy Team 1.91 Jul 29 1.12 6.17 10.31
Ivy Portfolio Mebane Faber 1.87 Jul 29 -2.10 4.08 12.29
Cockroach Portfolio Tony Dong 1.71 Jul 29 -0.36 -1.11 2.44
Five Asset Roger Gibson 1.47 Jul 29 -1.89 5.27 11.37
US Stocks Equal Weight 1.39 Jul 29 2.28 11.29 11.98
Six Ways from Sunday Scott Burns 1.15 Jul 29 -0.71 3.45 9.96
Seven Value Scott Burns 1.10 Jul 29 -0.13 4.61 10.72
7Twelve Portfolio Craig Israelsen 0.98 Jul 29 -1.07 4.44 11.82
Gold 0.73 Jul 29 -11.68 -14.39 -7.05
European Stocks 0.36 Jul 29 0.83 8.88 7.84
US Cash 0.29 Jul 29 0.27 0.88 1.74
Talmud Portfolio Roger Gibson 0.24 Jul 29 0.51 8.59 7.63
Weird Portfolio Value Stock Geek 0.17 Jul 29 -1.39 3.50 6.71
Talmud Portfolio 2x Leveraged Roger Gibson 0.15 Jul 29 -0.51 14.62 10.88
Short Term Treasury 0.14 Jul 29 0.06 0.33 0.60
Dynamic 60/40 Income The Lazy Team 0.13 Jul 29 -0.29 5.88 4.98
Robo Advisor 0 Betterment 0.11 Jul 29 0.06 0.34 0.58
Simple Money Portfolio Tim Maurer 0.03 Jul 29 0.64 6.53 7.86
Marc Faber Portfolio Marc Faber 0.00 Jul 29 -2.51 2.42 4.70
One-Decision Portfolio Marvin Appel -0.01 Jul 29 0.77 7.02 7.03
Nano Portfolio John Wasik -0.07 Jul 29 0.36 7.04 6.80
Sheltered Sam 0/100 Bill Bernstein -0.14 Jul 29 -0.15 0.53 0.85
Sheltered Sam 10/90 Bill Bernstein -0.20 Jul 29 0.04 1.75 2.23
Rob Arnott Portfolio Rob Arnott -0.24 Jul 29 -0.92 3.28 6.15
Sheltered Sam 20/80 Bill Bernstein -0.27 Jul 29 0.22 2.97 3.62
Big Rocks Portfolio Larry Swedroe -0.31 Jul 29 1.33 8.06 9.41
Conservative Income Charles Schwab -0.32 Jul 29 0.21 1.35 1.70
Sheltered Sam 30/70 Bill Bernstein -0.34 Jul 29 0.40 4.18 5.00
Robo Advisor 10 Value Tilt Betterment -0.34 Jul 29 0.17 1.88 2.08
Sheltered Sam 40/60 Bill Bernstein -0.40 Jul 29 0.58 5.39 6.38
Dimensional Retirement Income Fund DFA -0.43 Jul 28 -1.38 2.12 2.41
Sheltered Sam 50/50 Bill Bernstein -0.47 Jul 29 0.75 6.60 7.76
Sheltered Sam 60/40 Bill Bernstein -0.53 Jul 29 0.91 7.80 9.14
US Inflation Protection -0.56 Jul 29 -0.46 0.82 1.23
Sheltered Sam 70/30 Bill Bernstein -0.60 Jul 29 1.07 9.00 10.52
Sheltered Sam 80/20 Bill Bernstein -0.67 Jul 29 1.23 10.20 11.90
Ultimate Buy&Hold FundAdvice -0.67 Jul 29 0.63 7.36 8.71
Five Fold Scott Burns -0.71 Jul 29 0.29 7.90 7.86
Sheltered Sam 90/10 Bill Bernstein -0.73 Jul 29 1.39 11.39 13.28
Robo Advisor 20 Value Tilt Betterment -0.76 Jul 29 0.29 3.40 3.57
Aim comfortable trip Aim Ways -0.77 Jul 29 -1.09 3.64 5.22
Sheltered Sam 100/0 Bill Bernstein -0.80 Jul 29 1.54 12.58 14.67
Coffeehouse Bill Schultheis -0.85 Jul 29 1.85 8.76 9.87
Desert Portfolio with Bitcoin Gyroscopic Investing -0.87 Jul 29, 08:00PM -1.37 3.04 2.03
Pinwheel Tyler -0.90 Jul 29 -0.24 7.29 8.92
Desert Portfolio Gyroscopic Investing -0.97 Jul 29 -1.27 2.93 2.55
Ultimate Buy and Hold Strategy Paul Merriman -0.98 Jul 29 0.98 12.16 14.50
Andrew Tobias Portfolio Andrew Tobias -0.98 Jul 29 0.12 8.11 7.17
JP Morgan Balanced Portfolio JP Morgan -1.00 Jul 29 0.21 8.26 9.56
Conservative Portfolio Lyn Alden -1.01 Jul 29 -0.55 7.34 7.76
Edge Select Conservative Merrill Lynch -1.01 Jul 29 0.42 3.69 3.84
Simplified Permanent Portfolio The Lazy Team -1.04 Jul 29 -2.94 -0.10 0.97
Total Bond Developed World ex-US -1.05 Jul 29 0.44 1.50 1.38
Dynamic 40/60 Income The Lazy Team -1.05 Jul 29 -0.56 4.73 3.24
Yale Endowment David Swensen -1.07 Jul 29 0.14 9.53 9.21
Total Bond US -1.07 Jul 29 0.27 0.70 0.75
Golden Butterfly with Bitcoin Tyler -1.11 Jul 29, 08:00PM -1.17 3.48 4.78
All Country World Bonds -1.14 Jul 29 0.36 1.48 1.21
Lazy Portfolio David Swensen -1.15 Jul 29 0.20 9.57 9.17
Larry Portfolio Larry Swedroe -1.15 Jul 29 0.64 4.39 5.40
10-year Treasury -1.16 Jul 29 0.25 0.08 -0.06
Tilt Toward Value Time Money Inc -1.18 Jul 29 0.66 8.39 8.22
Coward's Portfolio Bill Bernstein -1.19 Jul 29 1.25 9.14 10.17
Late Sixties and Beyond Burton Malkiel -1.19 Jul 29 0.54 9.83 9.28
Ideal Index Frank Armstrong -1.19 Jul 29 1.58 9.63 11.23
Golden Butterfly Tyler -1.22 Jul 29 -1.08 3.37 5.30
Permanent Portfolio with Bitcoin Harry Browne -1.23 Jul 29, 08:00PM -2.80 0.38 1.17
Permanent Portfolio Harry Browne -1.34 Jul 29 -2.70 0.29 1.69
Stocks/Bonds 20/80 -1.38 Jul 29 0.13 3.59 2.81
Margherita Portfolio Davide Pisicchio -1.46 Jul 29 -1.29 4.00 3.78
LifeStrategy Income Fund Vanguard -1.46 Jul 29 0.22 3.55 3.24
Developed World ex-US 20/80 -1.49 Jul 29 0.30 3.61 4.07
PISI Portfolio Davide Pisicchio -1.51 Jul 29 -1.18 3.13 2.67
All Country World 20/80 -1.51 Jul 29 0.19 3.93 3.36
Long Term Portfolio Ben Stein -1.51 Jul 29 0.78 11.25 11.40
Simple and Cheap Time Money Inc -1.51 Jul 29 0.20 8.37 7.70
Sandwich Portfolio Bob Clyatt -1.51 Jul 29 0.21 7.78 7.65
All Weather Portfolio with Bitcoin Ray Dalio -1.52 Jul 29, 08:00PM -1.53 2.92 3.84
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.52 Jul 29 -0.03 9.73 8.77
All Weather Portfolio Ray Dalio -1.53 Jul 29 -1.43 2.86 4.62
Stocks/Bonds 40/60 with Bitcoin -1.53 Jul 29, 08:00PM -0.34 6.18 4.08
US Stocks Quality -1.57 Jul 29 2.01 14.60 10.91
Couch Potato Scott Burns -1.58 Jul 29 -0.42 8.08 6.13
High Yield Bonds Income The Lazy Team -1.60 Jul 29 0.22 2.66 1.86
GAA Global Asset Allocation Mebane Faber -1.63 Jul 29 -1.11 4.63 6.82
Gold Pivot Ptf Aim Ways -1.64 Jul 29 -3.83 -0.15 1.67
In Saecula Saeculorum Fulvio Marchese -1.65 Jul 29 -1.28 5.50 4.44
Four Seasons Portfolio Davide Pisicchio -1.68 Jul 29 -1.32 5.54 4.89
Stocks/Bonds 40/60 -1.68 Jul 29 -0.01 6.54 4.86
Stocks/Bonds 40/60 ESG -1.70 Jul 29 -0.33 7.34 4.33
Lifepath Fund iShares -1.74 Jul 29 0.23 6.28 5.71
Golden Ratio Portfolio Frank Vasquez -1.83 Jul 29 -1.35 4.84 5.88
Stocks/Bonds 60/40 with Bitcoin -1.83 Jul 29, 08:00PM -0.46 9.19 6.14
Robo Advisor 50 Value Tilt Betterment -1.83 Jul 29 0.58 7.77 7.90
LifeStrategy Conservative Growth Vanguard -1.86 Jul 29 0.12 6.18 5.54
All Country World 40/60 -1.89 Jul 29 0.04 6.39 5.50
Mid-Fifties Burton Malkiel -1.89 Jul 29 0.44 11.37 10.75
Odd-Stats Strategy Aim Ways -1.90 Jul 29 -0.85 6.19 5.62
Developed World ex-US 40/60 -1.92 Jul 29 0.16 5.68 6.77
Capricciosa Portfolio Davide Pisicchio -1.94 Jul 29 -0.75 7.86 6.29
Edge Select Moderately Conservative Merrill Lynch -1.97 Jul 29 0.04 6.14 5.31
Four Square Scott Burns -1.98 Jul 29 -0.06 7.45 7.05
Stocks/Bonds 60/40 -1.99 Jul 29 -0.14 9.54 6.92
Core Four Rick Ferri -2.01 Jul 29 0.04 11.24 9.83
Stocks/Bonds 60/40 ESG -2.02 Jul 29 -0.61 10.80 6.17
Eliminate Fat Tails Larry Swedroe -2.10 Jul 29 1.16 6.83 8.49
Aggressive Portfolio Lyn Alden -2.16 Jul 29 -0.33 10.86 10.74
No Brainer Portfolio Bill Bernstein -2.18 Jul 29 1.73 11.88 12.25
Warren Buffett Portfolio Warren Buffett -2.20 Jul 29 -0.86 13.83 8.95
Simple Path to Wealth JL Collins -2.22 Jul 29 -0.23 11.81 8.46
LifeStrategy Moderate Growth Vanguard -2.26 Jul 29 0.02 8.83 7.84
All Country World 60/40 -2.26 Jul 29 -0.11 8.87 7.64
Perfect Portfolio Ben Stein -2.27 Jul 29 -0.40 10.70 11.89
Robo Advisor 100 Value Tilt Betterment -2.29 Jul 29 0.87 13.59 14.05
Stocks/Bonds 80/20 -2.29 Jul 29 -0.27 12.58 8.98
Margaritaville Scott Burns -2.30 Jul 29 -0.22 9.50 8.96
Late Thirties to Early Forties Burton Malkiel -2.32 Jul 29 0.35 12.26 11.58
Moderate Portfolio Lyn Alden -2.35 Jul 29 -0.26 10.06 9.93
Developed World ex-US 60/40 -2.36 Jul 29 0.04 7.74 9.46
Dedalo Four Dedalo Invest -2.39 Jul 29 -0.23 12.31 9.33
Paul Boyer Portfolio Paul Boyer -2.40 Jul 29 -1.57 1.62 4.85
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -2.42 Jul 29 -6.25 -1.53 -2.01
Shield Strategy Aim Ways -2.43 Jul 29 -2.51 4.58 4.27
Edge Select Moderate Merrill Lynch -2.45 Jul 29 0.09 8.54 7.49
Mid-Twenties Burton Malkiel -2.52 Jul 29 0.31 12.65 12.01
Four Funds Bogleheads -2.58 Jul 29 -0.16 11.52 10.08
Global Market Portfolio Credit Suisse -2.59 Jul 29 0.16 7.01 6.63
US Stocks -2.60 Jul 29 -0.39 15.68 11.04
Three Funds Bogleheads -2.63 Jul 29 -0.09 11.51 10.03
All Country World 80/20 -2.64 Jul 29 -0.25 11.37 9.79
LifeStrategy Growth Fund Vanguard -2.65 Jul 29 -0.07 11.49 10.14
US Stocks ESG -2.67 Jul 29 -1.14 18.04 9.84
Dedalo Three Dedalo Invest -2.72 Jul 29 -0.38 15.13 11.30
Robo Advisor 80 Value Tilt Betterment -2.73 Jul 29 0.55 11.94 12.70
Gone Fishin' Portfolio Alexander Green -2.77 Jul 29 0.49 10.16 11.73
Second Grader's Starter Paul Farrell -2.78 Jul 29 -0.16 13.02 11.06
Developed World ex-US 80/20 -2.79 Jul 29 -0.09 9.77 12.16
Gretchen Tai Portfolio Gretchen Tai -2.82 Jul 29 0.24 10.70 10.97
Edge Select Moderately Aggressive Merrill Lynch -2.87 Jul 29 -0.01 10.88 9.46
Robo Advisor 90 Value Tilt Betterment -2.88 Jul 29 0.59 13.21 14.08
Pepperoni Portfolio Davide Pisicchio -2.88 Jul 29 -0.20 11.35 8.61
Developed World ex-US 40/60 Momentum -2.88 Jul 29 1.12 5.84 5.80
Dedalo Eleven Dedalo Invest -2.96 Jul 29 -0.20 12.55 10.87
Ulcer Free Strategy Aim Ways -3.01 Jul 29 -1.22 4.31 5.07
All Country World Stocks -3.01 Jul 29 -0.38 13.88 11.93
Desert Portfolio 2x Leveraged Gyroscopic Investing -3.03 Jul 29 -3.00 4.64 1.79
Golden Butterfly 2x Leveraged Tyler -3.13 Jul 29 -1.34 7.28 7.87
Developed World ex-US Stocks -3.23 Jul 29 -0.20 11.77 14.85
Edge Select Aggressive Merrill Lynch -3.27 Jul 29 0.10 13.15 11.63
Robust Alpha Architect -3.29 Jul 29 2.18 14.16 18.54
All Weather Portfolio 2x Leveraged Ray Dalio -3.39 Jul 29 -2.77 2.23 5.86
Stocks/Bonds 40/60 2x Leveraged -3.59 Jul 29 -1.06 10.91 5.57
Developed World ex-US 60/40 Momentum -3.80 Jul 29 1.43 8.00 8.01
Family Taxable Portfolio Ted Aronson -3.97 Jul 29 1.38 12.77 14.35
Stocks/Bonds 60/40 2x Leveraged -4.06 Jul 29 -1.68 17.07 9.32
Diavola Portfolio Davide Pisicchio -4.25 Jul 29 -0.28 17.01 12.23
Stocks/Bonds 20/80 Momentum -4.34 Jul 29 2.28 8.88 8.05
Developed World ex-US Stocks Momentum -5.63 Jul 29 2.04 12.32 12.44
Stocks/Bonds 40/60 Momentum -7.61 Jul 29 4.10 17.20 15.34
Technology -10.14 Jul 29 -0.15 27.73 20.16
Emerging Markets Stocks -10.73 Jul 29 0.24 21.09 25.69
Stocks/Bonds 60/40 Momentum -10.88 Jul 29 5.76 25.66 22.64
Ark Tech Portfolio Cathie Wood -11.90 Jul 29 2.06 29.22 15.91
Stocks/Bonds 80/20 Momentum -14.15 Jul 29 7.28 34.26 29.94
US Stocks Momentum -17.42 Jul 29 8.68 43.01 37.24