Assets and Lazy Portfolios Short Term Returns

Last Update - Nov 24 2025, 04:00PM 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).

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 Monthly Return (%)
Return (%) as of Oct 25
Ticker Asset Class Nov 25â–ľ Time(ET) 1M 3M 6M
GLD
Gold 3.28 Nov 24, 03:59PM 3.56 21.51 21.18
FLLA
Latin America 2.59 Nov 24, 03:59PM 0.30 14.29 17.12
VNQ
US REITs 0.71 Nov 24, 03:59PM -2.45 1.00 2.93
LQD
US Invest. Grade Bonds 0.48 Nov 24, 03:59PM 0.15 3.09 5.36
BND
US Total Bond Market 0.42 Nov 24, 03:59PM 0.60 2.89 3.47
HYG
US High Yield Bonds 0.25 Nov 24, 03:59PM -0.01 1.99 5.83
BIL
US Cash 0.23 Nov 24, 03:59PM 0.35 1.06 2.13
EMB
Emerg. Market Bonds 0.10 Nov 24, 04:00PM 1.98 5.44 10.28
TIP
US TIPS 0.04 Nov 24, 03:59PM 0.32 2.37 2.69
TLT
US Long Term Treasuries 0.03 Nov 24, 03:59PM 1.38 5.04 3.18
BNDX
International Bonds -0.38 Nov 24, 03:59PM 1.00 1.67 1.91
IJR
US Small Cap -0.62 Nov 24, 03:59PM -0.87 7.22 18.52
DBC
Commodities -1.02 Nov 24, 03:59PM 1.55 1.92 11.23
PFF
US Preferred Stocks -1.48 Nov 24, 04:00PM -0.76 1.46 6.89
VGK
Europe -1.76 Nov 24, 03:59PM 0.63 6.43 12.05
EFA
EAFE Stocks -1.87 Nov 24, 03:59PM 1.20 7.96 13.42
SPY
US Large Cap -1.92 Nov 24, 03:59PM 2.38 8.21 23.70
VTI
US Total Stock Market -2.01 Nov 24, 03:59PM 2.21 8.19 23.66
VT
World All Countries -2.02 Nov 24, 03:59PM 2.02 8.58 21.57
VPL
Pacific -2.60 Nov 24, 03:59PM 4.31 12.62 22.42
EEM
Emerging Markets -2.96 Nov 24, 03:59PM 3.56 13.88 27.60
QQQ
US Technology -3.73 Nov 24, 03:59PM 4.78 11.47 32.61
CWB
US Convertible Bonds -4.84 Nov 24, 03:59PM 3.03 10.15 21.24
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 25) 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 25
Portfolio Author Nov 25â–ľ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 6.50 Nov 24, 03:57PM -5.10 -0.57 -10.59
Gold 3.28 Nov 24, 03:59PM 3.56 21.51 21.18
Cockroach Portfolio Tony Dong 2.55 Nov 24, 03:59PM 1.66 7.79 7.87
Cape US Sector Value Robert Shiller 1.41 Nov 24, 03:42PM -3.07 0.35 5.33
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 1.11 Nov 24, 03:59PM 3.45 19.21 23.32
10-year Treasury 0.82 Nov 24, 03:59PM 0.71 3.04 2.78
Simplified Permanent Portfolio The Lazy Team 0.73 Nov 24, 03:59PM 1.95 9.52 12.74
Marc Faber Portfolio Marc Faber 0.58 Nov 24, 03:59PM 1.30 9.38 12.94
Golden Butterfly 2x Leveraged Tyler 0.55 Nov 24, 03:59PM 2.48 18.18 24.67
Aggressive Global Income The Lazy Team 0.51 Nov 24, 03:59PM -0.67 4.03 9.26
US Stocks Minimum Volatility 0.50 Nov 24, 03:59PM -2.06 1.01 1.44
Paul Boyer Portfolio Paul Boyer 0.48 Nov 24, 03:59PM 1.88 10.36 12.68
Gold Pivot Ptf Aim Ways 0.46 Nov 24, 03:59PM 2.36 10.77 14.15
Total Bond US 0.42 Nov 24, 03:59PM 0.60 2.89 3.47
Robo Advisor 0 Betterment 0.41 Nov 24, 03:59PM 0.34 1.56 1.84
Short Term Treasury 0.38 Nov 24, 03:59PM 0.33 1.52 1.76
Permanent Portfolio Harry Browne 0.38 Nov 24, 03:59PM 2.04 9.60 12.80
Weird Portfolio Value Stock Geek 0.37 Nov 24, 03:59PM 0.49 8.93 13.10
Conservative Income Charles Schwab 0.27 Nov 24, 03:59PM 0.31 2.12 3.05
Sheltered Sam 0/100 Bill Bernstein 0.25 Nov 24, 03:59PM 0.33 1.86 2.13
US Cash 0.23 Nov 24, 03:59PM 0.35 1.06 2.13
Golden Butterfly Tyler 0.21 Nov 24, 03:59PM 1.60 9.71 14.09
High Yield Bonds Income The Lazy Team 0.20 Nov 24, 04:00PM 0.52 3.45 7.38
PISI Portfolio Davide Pisicchio 0.18 Nov 24, 03:59PM 1.48 6.74 10.98
Sheltered Sam 10/90 Bill Bernstein 0.15 Nov 24, 03:59PM 0.38 2.50 3.60
Robo Advisor 10 Value Tilt Betterment 0.14 Nov 24, 04:00PM 0.58 2.52 3.90
Desert Portfolio 2x Leveraged Gyroscopic Investing 0.13 Nov 24, 03:59PM 2.72 12.97 18.92
Desert Portfolio Gyroscopic Investing 0.10 Nov 24, 03:59PM 1.42 6.20 10.31
All Country World Bonds 0.09 Nov 24, 04:00PM 0.96 2.87 3.95
Larry Portfolio Larry Swedroe 0.06 Nov 24, 03:59PM 0.43 4.31 7.56
Sheltered Sam 20/80 Bill Bernstein 0.05 Nov 24, 03:59PM 0.43 3.13 5.08
Aim comfortable trip Aim Ways 0.05 Nov 24, 03:59PM 1.51 7.80 11.78
US Inflation Protection 0.04 Nov 24, 03:59PM 0.32 2.37 2.69
Sheltered Sam 30/70 Bill Bernstein -0.05 Nov 24, 03:59PM 0.48 3.76 6.57
Permanent Portfolio with Bitcoin Harry Browne -0.06 Nov 24, 03:59PM 1.87 8.98 12.67
Stocks/Bonds 20/80 -0.06 Nov 24, 03:59PM 0.94 3.98 7.23
Edge Select Conservative Merrill Lynch -0.09 Nov 24, 04:00PM 0.70 3.42 6.38
Shield Strategy Aim Ways -0.11 Nov 24, 03:59PM 2.14 9.42 15.84
Robo Advisor 20 Value Tilt Betterment -0.13 Nov 24, 04:00PM 0.80 3.46 5.96
One-Decision Portfolio Marvin Appel -0.14 Nov 24, 03:59PM 0.12 3.75 8.76
Sheltered Sam 40/60 Bill Bernstein -0.14 Nov 24, 03:59PM 0.52 4.39 8.08
Simple Money Portfolio Tim Maurer -0.20 Nov 24, 03:59PM 0.30 5.20 11.02
Margherita Portfolio Davide Pisicchio -0.21 Nov 24, 03:59PM 1.51 6.65 11.47
Golden Butterfly with Bitcoin Tyler -0.24 Nov 24, 03:59PM 1.43 9.08 13.95
Sheltered Sam 50/50 Bill Bernstein -0.24 Nov 24, 03:59PM 0.57 5.00 9.59
LifeStrategy Income Fund Vanguard -0.25 Nov 24, 03:59PM 1.01 3.86 6.57
Golden Ratio Portfolio Frank Vasquez -0.26 Nov 24, 03:59PM 1.66 9.44 15.48
Odd-Stats Strategy Aim Ways -0.27 Nov 24, 03:59PM 1.39 6.32 10.56
Coffeehouse Bill Schultheis -0.28 Nov 24, 03:59PM 0.31 5.32 10.79
Talmud Portfolio Roger Gibson -0.29 Nov 24, 03:59PM 0.18 4.10 9.69
In Saecula Saeculorum Fulvio Marchese -0.30 Nov 24, 03:59PM 1.64 7.36 14.07
Big Rocks Portfolio Larry Swedroe -0.32 Nov 24, 03:59PM 0.24 4.97 10.74
All Weather Portfolio Ray Dalio -0.33 Nov 24, 03:59PM 1.74 6.80 10.93
All Country World 20/80 -0.33 Nov 24, 04:00PM 1.19 4.08 7.39
Sheltered Sam 60/40 Bill Bernstein -0.34 Nov 24, 03:59PM 0.62 5.62 11.12
Seven Value Scott Burns -0.34 Nov 24, 03:59PM 0.23 4.46 10.40
Desert Portfolio with Bitcoin Gyroscopic Investing -0.34 Nov 24, 03:59PM 1.24 5.58 10.16
Ultimate Buy&Hold FundAdvice -0.36 Nov 24, 03:59PM 0.24 5.16 10.96
Total Bond Developed World ex-US -0.38 Nov 24, 03:59PM 1.00 1.67 1.91
Six Ways from Sunday Scott Burns -0.39 Nov 24, 03:59PM 0.32 4.29 9.99
Pinwheel Tyler -0.39 Nov 24, 03:59PM 1.10 7.88 13.49
Rob Arnott Portfolio Rob Arnott -0.40 Nov 24, 03:59PM 0.77 3.88 7.61
Dimensional Retirement Income Fund DFA -0.42 Nov 21 0.47 3.04 6.01
Dynamic 60/40 Income The Lazy Team -0.43 Nov 24, 04:00PM -0.10 2.88 8.01
Sheltered Sam 70/30 Bill Bernstein -0.44 Nov 24, 03:59PM 0.66 6.23 12.67
Eliminate Fat Tails Larry Swedroe -0.44 Nov 24, 03:59PM 0.74 4.53 8.42
All Weather Portfolio 2x Leveraged Ray Dalio -0.48 Nov 24, 03:59PM 2.74 13.12 19.28
Four Seasons Portfolio Davide Pisicchio -0.48 Nov 24, 03:59PM 1.68 7.24 13.56
Lifepath Fund iShares -0.52 Nov 24, 03:59PM 1.13 5.24 10.36
Sheltered Sam 80/20 Bill Bernstein -0.53 Nov 24, 03:59PM 0.71 6.83 14.22
Edge Select Moderately Conservative Merrill Lynch -0.54 Nov 24, 04:00PM 1.16 5.07 10.44
Nano Portfolio John Wasik -0.54 Nov 24, 03:59PM 0.43 4.61 9.08
Dynamic 40/60 Income The Lazy Team -0.55 Nov 24, 04:00PM 0.79 3.77 9.49
Stocks/Bonds 40/60 -0.55 Nov 24, 03:59PM 1.27 5.06 11.12
GAA Global Asset Allocation Mebane Faber -0.56 Nov 24, 03:59PM 1.42 6.40 11.51
Coward's Portfolio Bill Bernstein -0.59 Nov 24, 03:59PM 0.78 5.53 11.61
Stocks/Bonds 20/80 Momentum -0.59 Nov 24, 03:59PM 0.27 3.49 7.09
Sandwich Portfolio Bob Clyatt -0.60 Nov 24, 03:59PM 0.83 5.26 11.55
Sheltered Sam 90/10 Bill Bernstein -0.63 Nov 24, 03:59PM 0.75 7.44 15.79
Ideal Index Frank Armstrong -0.64 Nov 24, 04:00PM 0.55 5.89 11.88
Developed World ex-US 20/80 -0.64 Nov 24, 03:59PM 1.18 3.33 5.11
Ulcer Free Strategy Aim Ways -0.64 Nov 24, 03:59PM 2.07 7.22 10.74
Tilt Toward Value Time Money Inc -0.66 Nov 24, 03:59PM 0.87 5.49 11.58
LifeStrategy Conservative Growth Vanguard -0.67 Nov 24, 03:59PM 1.29 5.16 10.17
Five Fold Scott Burns -0.70 Nov 24, 03:59PM 0.65 4.75 9.73
Late Sixties and Beyond Burton Malkiel -0.71 Nov 24, 04:00PM 0.96 5.97 13.21
Global Market Portfolio Credit Suisse -0.73 Nov 24, 03:59PM 1.27 5.75 10.88
US Stocks Equal Weight -0.73 Nov 24, 03:59PM -0.93 2.79 12.05
Sheltered Sam 100/0 Bill Bernstein -0.73 Nov 24, 03:59PM 0.79 8.03 17.38
All Weather Portfolio with Bitcoin Ray Dalio -0.73 Nov 24, 03:59PM 1.59 6.39 10.91
All Country World 40/60 -0.75 Nov 24, 04:00PM 1.41 5.25 10.88
Yale Endowment David Swensen -0.76 Nov 24, 03:59PM 0.83 5.54 12.09
Stocks/Bonds 40/60 ESG -0.76 Nov 24, 03:59PM 1.42 5.30 11.69
Lazy Portfolio David Swensen -0.79 Nov 24, 03:59PM 0.83 5.64 12.27
Five Asset Roger Gibson -0.80 Nov 24, 03:59PM 0.83 4.81 11.69
US Stocks Value -0.81 Nov 24, 03:59PM 1.08 6.41 14.85
Simple and Cheap Time Money Inc -0.82 Nov 24, 03:59PM 1.11 5.67 12.03
7Twelve Portfolio Craig Israelsen -0.82 Nov 24, 03:59PM 0.64 4.42 10.94
Ivy Portfolio Mebane Faber -0.83 Nov 24, 03:59PM 0.71 4.86 11.90
Gone Fishin' Portfolio Alexander Green -0.84 Nov 24, 03:59PM 1.38 7.88 15.36
Capricciosa Portfolio Davide Pisicchio -0.85 Nov 24, 03:59PM 1.67 6.74 14.60
Robo Advisor 50 Value Tilt Betterment -0.86 Nov 24, 04:00PM 1.32 5.93 11.75
Edge Select Moderate Merrill Lynch -0.88 Nov 24, 04:00PM 1.37 6.16 13.55
Developed World ex-US 40/60 -0.90 Nov 24, 03:59PM 1.35 4.88 8.19
Stocks/Bonds 40/60 2x Leveraged -0.90 Nov 24, 03:59PM 2.36 9.11 18.41
Stocks/Bonds 40/60 with Bitcoin -0.92 Nov 24, 03:59PM 1.15 4.81 11.19
Developed World ex-US 40/60 Momentum -0.93 Nov 24, 03:59PM 0.33 3.79 7.02
Ultimate Buy and Hold Strategy Paul Merriman -0.94 Nov 24, 03:59PM 0.26 7.23 16.94
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.98 Nov 24, 03:59PM 1.20 6.11 13.81
Couch Potato Scott Burns -0.99 Nov 24, 03:59PM 1.30 5.32 12.65
Stocks/Bonds 60/40 -1.04 Nov 24, 03:59PM 1.60 6.12 15.15
No Brainer Portfolio Bill Bernstein -1.04 Nov 24, 03:59PM 1.02 6.79 15.40
Four Square Scott Burns -1.05 Nov 24, 03:59PM 1.37 5.63 11.40
Mid-Fifties Burton Malkiel -1.08 Nov 24, 04:00PM 1.29 6.97 15.48
LifeStrategy Moderate Growth Vanguard -1.10 Nov 24, 03:59PM 1.55 6.41 13.81
Talmud Portfolio 2x Leveraged Roger Gibson -1.15 Nov 24, 03:59PM -0.10 6.06 13.87
Developed World ex-US 60/40 -1.15 Nov 24, 03:59PM 1.50 6.33 11.17
Andrew Tobias Portfolio Andrew Tobias -1.17 Nov 24, 03:59PM 1.27 6.02 12.69
All Country World 60/40 -1.18 Nov 24, 04:00PM 1.63 6.39 14.40
Developed World ex-US 60/40 Momentum -1.20 Nov 24, 03:59PM 0.04 4.74 9.42
Gretchen Tai Portfolio Gretchen Tai -1.21 Nov 24, 03:59PM 1.50 7.26 15.15
Long Term Portfolio Ben Stein -1.22 Nov 24, 03:59PM 1.14 6.86 15.12
Core Four Rick Ferri -1.27 Nov 24, 03:59PM 1.46 7.01 16.35
Margaritaville Scott Burns -1.29 Nov 24, 03:59PM 1.49 6.87 14.62
Family Taxable Portfolio Ted Aronson -1.29 Nov 24, 04:00PM 1.66 7.82 16.07
Edge Select Moderately Aggressive Merrill Lynch -1.30 Nov 24, 04:00PM 1.67 7.18 16.63
Robo Advisor 80 Value Tilt Betterment -1.30 Nov 24, 04:00PM 1.58 7.77 16.99
Stocks/Bonds 60/40 ESG -1.30 Nov 24, 03:59PM 1.78 6.45 15.98
US Stocks Quality -1.33 Nov 24, 03:59PM 0.93 6.88 16.44
Late Thirties to Early Forties Burton Malkiel -1.33 Nov 24, 04:00PM 1.51 7.53 16.86
Perfect Portfolio Ben Stein -1.35 Nov 24, 03:59PM 1.69 7.26 17.02
Stocks/Bonds 60/40 with Bitcoin -1.40 Nov 24, 03:59PM 1.48 5.86 15.22
Simple Path to Wealth JL Collins -1.40 Nov 24, 03:59PM 1.83 6.90 18.27
Pepperoni Portfolio Davide Pisicchio -1.41 Nov 24, 03:59PM 1.95 6.54 16.37
Developed World ex-US 80/20 -1.41 Nov 24, 03:59PM 1.64 7.70 14.04
Robust Alpha Architect -1.44 Nov 24, 03:59PM -0.46 4.50 13.19
Mid-Twenties Burton Malkiel -1.45 Nov 24, 04:00PM 1.58 7.75 17.36
Robo Advisor 90 Value Tilt Betterment -1.46 Nov 24, 04:00PM 1.63 8.31 18.63
Three Funds Bogleheads -1.48 Nov 24, 03:59PM 1.79 7.65 17.67
Four Funds Bogleheads -1.52 Nov 24, 03:59PM 1.76 7.60 17.57
LifeStrategy Growth Fund Vanguard -1.52 Nov 24, 03:59PM 1.80 7.62 17.48
Stocks/Bonds 80/20 -1.53 Nov 24, 03:59PM 1.91 7.16 19.33
All Country World 80/20 -1.60 Nov 24, 04:00PM 1.83 7.50 17.97
Stocks/Bonds 40/60 Momentum -1.60 Nov 24, 03:59PM -0.04 4.06 10.74
Dedalo Eleven Dedalo Invest -1.63 Nov 24, 03:59PM 2.06 7.86 18.38
Edge Select Aggressive Merrill Lynch -1.66 Nov 24, 04:00PM 1.88 8.09 19.35
Developed World ex-US Stocks -1.66 Nov 24, 03:59PM 1.77 8.99 16.81
Robo Advisor 100 Value Tilt Betterment -1.68 Nov 24, 03:59PM 1.53 8.54 19.19
Dedalo Four Dedalo Invest -1.69 Nov 24, 03:59PM 1.94 7.06 18.58
Second Grader's Starter Paul Farrell -1.72 Nov 24, 03:59PM 1.93 8.15 19.70
Developed World ex-US Stocks Momentum -1.74 Nov 24, 03:59PM -0.47 6.47 13.91
European Stocks -1.76 Nov 24, 03:59PM 0.63 6.43 12.05
Warren Buffett Portfolio Warren Buffett -1.83 Nov 24, 03:59PM 2.30 7.68 21.89
Stocks/Bonds 60/40 2x Leveraged -2.01 Nov 24, 03:59PM 2.97 11.12 27.27
US Stocks -2.01 Nov 24, 03:59PM 2.21 8.19 23.66
Dedalo Three Dedalo Invest -2.01 Nov 24, 03:59PM 2.15 8.31 23.01
All Country World Stocks -2.02 Nov 24, 03:59PM 2.02 8.58 21.57
Diavola Portfolio Davide Pisicchio -2.18 Nov 24, 03:59PM 2.71 8.43 23.51
US Stocks ESG -2.40 Nov 24, 03:59PM 2.48 8.69 25.08
Stocks/Bonds 60/40 Momentum -2.61 Nov 24, 03:59PM -0.34 4.60 14.40
Emerging Markets Stocks -2.96 Nov 24, 03:59PM 3.56 13.88 27.60
Stocks/Bonds 80/20 Momentum -3.63 Nov 24, 03:59PM -0.61 5.12 18.09
Technology -3.73 Nov 24, 03:59PM 4.78 11.47 32.61
US Stocks Momentum -4.64 Nov 24, 03:59PM -0.87 5.61 21.81
Ark Tech Portfolio Cathie Wood -11.82 Nov 24, 03:59PM 6.51 21.31 66.36