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
EEM
Emerging Markets -6.31 0.68 9.01
DBC
Commodities 10.47 -5.31 20.55
QQQ
US Technology -6.57 3.15 10.89
VT
World All Countries -0.69 3.45 7.80
EFA
EAFE Stocks 1.64 4.82 6.46
VTI
US Total Stock Market -0.49 4.26 8.77
SPY
US Large Cap Blend 0.03 4.22 8.53
CWB
US Convertible Bonds -5.46 1.16 9.82
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
EMB
Emerg. Market Bonds -1.44 0.07 0.59
PFF
US Preferred Stocks 0.40 -1.80 -1.44
HYG
US High Yield Bonds -0.15 0.37 0.92
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
BND
US Total Bond Market -1.28 -0.74 -0.75
IJR
US Small Cap Blend -1.92 6.42 15.04
TIP
US TIPS -0.68 -0.95 0.02
BNDX
International Bonds -1.14 0.12 -0.29
VNQ
US REITs 2.61 3.63 11.11
BIL
US Cash 0.34 0.93 1.78
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 17.86 Aug 25 -9.69 2.94 3.86
Gold 15.22 Aug 25 0.86 -12.30 -16.50
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 10.15 Aug 25 -1.74 -6.43 -9.06
Golden Butterfly 2x Leveraged Tyler 8.41 Aug 25 -2.52 -2.36 -1.60
All Weather Portfolio 2x Leveraged Ray Dalio 6.26 Aug 25 -1.87 -3.06 -0.36
Gold Pivot Ptf Aim Ways 6.22 Aug 25 -1.25 -3.47 -4.08
Desert Portfolio 2x Leveraged Gyroscopic Investing 5.79 Aug 25 -2.12 -2.48 -2.90
Permanent Portfolio with Bitcoin Harry Browne 5.20 Aug 25 -0.89 -2.60 -2.73
Paul Boyer Portfolio Paul Boyer 5.10 Aug 25 -2.08 -2.75 -2.06
Marc Faber Portfolio Marc Faber 5.02 Aug 25 0.18 -1.48 0.16
Permanent Portfolio Harry Browne 5.01 Aug 25 -0.97 -2.55 -2.73
Simplified Permanent Portfolio The Lazy Team 4.95 Aug 25 -0.63 -2.66 -2.91
Emerging Markets Stocks 4.93 Aug 25 -6.31 0.68 9.01
Cockroach Portfolio Tony Dong 4.68 Aug 25 0.42 -1.27 -1.24
Shield Strategy Aim Ways 4.61 Aug 25 -1.53 -1.28 -0.40
Weird Portfolio Value Stock Geek 4.57 Aug 25 0.13 -0.69 1.41
Golden Butterfly with Bitcoin Tyler 4.50 Aug 25 -0.83 -0.96 0.25
Developed World ex-US Stocks 4.49 Aug 25 -0.88 3.19 7.42
Golden Butterfly Tyler 4.31 Aug 25 -0.90 -0.91 0.24
Golden Ratio Portfolio Frank Vasquez 3.79 Aug 25 -1.22 -0.68 1.14
Developed World ex-US Stocks Momentum 3.78 Aug 25 -2.19 1.61 4.07
Developed World ex-US 80/20 3.70 Aug 25 -0.93 2.62 5.94
US Stocks Minimum Volatility 3.65 Aug 25 1.52 3.80 3.84
Stocks/Bonds 60/40 2x Leveraged 3.62 Aug 25 -1.60 2.86 6.29
Aim comfortable trip Aim Ways 3.52 Aug 25 -0.23 0.29 1.36
All Weather Portfolio with Bitcoin Ray Dalio 3.36 Aug 25 -1.05 -1.44 1.07
Technology 3.30 Aug 25 -6.57 3.15 10.89
All Country World Stocks 3.29 Aug 25 -0.69 3.45 7.80
Aggressive Portfolio Lyn Alden 3.19 Aug 25 -0.64 2.54 6.26
Pinwheel Tyler 3.18 Aug 25 -0.18 1.36 4.46
Robo Advisor 90 Value Tilt Betterment 3.17 Aug 25 -1.15 3.43 8.27
US Stocks Equal Weight 3.14 Aug 25 1.05 6.10 9.43
Odd-Stats Strategy Aim Ways 3.14 Aug 25 -1.59 0.20 1.95
In Saecula Saeculorum Fulvio Marchese 3.12 Aug 25 -0.74 0.31 1.67
Moderate Portfolio Lyn Alden 3.10 Aug 25 -0.94 2.08 5.40
Stocks/Bonds 40/60 2x Leveraged 3.07 Aug 25 -2.17 0.86 2.65
All Weather Portfolio Ray Dalio 3.06 Aug 25 -1.01 -1.33 1.46
Robo Advisor 100 Value Tilt Betterment 3.03 Aug 25 -0.46 4.27 8.91
Four Seasons Portfolio Davide Pisicchio 3.01 Aug 25 -0.74 0.27 1.93
Gone Fishin' Portfolio Alexander Green 3.01 Aug 25 -1.59 1.71 5.48
Ulcer Free Strategy Aim Ways 2.94 Aug 25 -2.43 -1.24 0.09
Conservative Portfolio Lyn Alden 2.93 Aug 25 -0.13 1.63 4.40
Robo Advisor 80 Value Tilt Betterment 2.93 Aug 25 -1.19 3.02 7.33
Developed World ex-US 60/40 2.91 Aug 25 -0.98 2.03 4.43
Desert Portfolio with Bitcoin Gyroscopic Investing 2.91 Aug 25 -0.31 -0.34 0.45
PISI Portfolio Davide Pisicchio 2.91 Aug 25 -0.98 -0.65 0.04
Sheltered Sam 100/0 Bill Bernstein 2.90 Aug 25 0.11 4.51 9.54
US Stocks ESG 2.90 Aug 25 -0.17 5.19 9.06
Second Grader's Starter Paul Farrell 2.89 Aug 25 -0.75 3.36 7.37
Dedalo Three Dedalo Invest 2.88 Aug 25 -0.55 4.02 8.47
European Stocks 2.87 Aug 25 2.32 5.38 5.43
Margherita Portfolio Davide Pisicchio 2.81 Aug 25 -0.75 -0.22 0.99
All Country World 80/20 2.80 Aug 25 -0.80 2.74 6.19
Edge Select Aggressive Merrill Lynch 2.78 Aug 25 -1.27 3.06 7.22
Ultimate Buy and Hold Strategy Paul Merriman 2.78 Aug 25 0.30 4.07 9.29
Perfect Portfolio Ben Stein 2.76 Aug 25 -0.44 2.74 7.63
GAA Global Asset Allocation Mebane Faber 2.75 Aug 25 -0.78 -0.28 3.12
Desert Portfolio Gyroscopic Investing 2.72 Aug 25 -0.39 -0.29 0.44
Three Funds Bogleheads 2.71 Aug 25 -0.82 2.88 6.44
LifeStrategy Growth Fund Vanguard 2.71 Aug 25 -0.82 2.90 6.43
US Stocks 2.70 Aug 25 -0.49 4.26 8.77
Dedalo Eleven Dedalo Invest 2.70 Aug 25 -1.10 2.95 6.80
Four Funds Bogleheads 2.69 Aug 25 -0.77 2.86 6.51
Gretchen Tai Portfolio Gretchen Tai 2.68 Aug 25 -1.35 2.25 6.09
Sheltered Sam 90/10 Bill Bernstein 2.67 Aug 25 0.08 4.08 8.66
Diavola Portfolio Davide Pisicchio 2.64 Aug 25 -2.10 3.55 8.41
Mid-Twenties Burton Malkiel 2.62 Aug 25 -0.92 3.14 7.49
Family Taxable Portfolio Ted Aronson 2.62 Aug 25 -2.50 2.39 7.29
Late Thirties to Early Forties Burton Malkiel 2.54 Aug 25 -0.84 3.11 7.30
Talmud Portfolio 2x Leveraged Roger Gibson 2.48 Aug 25 0.21 2.07 8.82
Capricciosa Portfolio Davide Pisicchio 2.48 Aug 25 -0.79 1.38 3.72
Developed World ex-US 60/40 Momentum 2.48 Aug 25 -1.80 1.04 2.38
Edge Select Moderately Aggressive Merrill Lynch 2.47 Aug 25 -1.22 2.40 5.74
Stocks/Bonds 60/40 with Bitcoin 2.46 Aug 25 -0.69 2.00 4.56
Margaritaville Scott Burns 2.45 Aug 25 -0.75 2.13 5.42
Core Four Rick Ferri 2.45 Aug 25 -0.53 2.92 6.71
Sheltered Sam 80/20 Bill Bernstein 2.43 Aug 25 0.06 3.63 7.76
Warren Buffett Portfolio Warren Buffett 2.43 Aug 25 -0.07 3.93 7.75
Dedalo Four Dedalo Invest 2.42 Aug 25 -0.66 3.27 6.73
US Stocks Value 2.41 Aug 25 1.94 4.08 7.56
Cape US Sector Value Robert Shiller 2.40 Aug 25 1.40 1.30 0.07
Stocks/Bonds 80/20 2.35 Aug 25 -0.64 3.30 6.88
Mid-Fifties Burton Malkiel 2.33 Aug 25 -0.69 2.96 6.92
All Country World 60/40 2.32 Aug 25 -0.90 2.01 4.58
Jane Bryant Quinn Portfolio Jane Bryant Quinn 2.27 Aug 25 -0.42 2.52 5.99
Simple Path to Wealth JL Collins 2.27 Aug 25 -0.68 3.06 6.41
LifeStrategy Moderate Growth Vanguard 2.24 Aug 25 -0.92 2.09 4.70
Seven Value Scott Burns 2.22 Aug 25 1.92 2.48 8.27
Five Asset Roger Gibson 2.21 Aug 25 2.22 0.67 9.59
Sheltered Sam 70/30 Bill Bernstein 2.19 Aug 25 0.03 3.18 6.86
US Stocks Quality 2.17 Aug 25 -0.05 6.01 8.77
Long Term Portfolio Ben Stein 2.13 Aug 25 -0.27 3.43 7.63
Stocks/Bonds 60/40 ESG 2.12 Aug 25 -0.62 2.83 5.06
Developed World ex-US 40/60 2.12 Aug 25 -1.03 1.42 2.89
Stocks/Bonds 40/60 with Bitcoin 2.11 Aug 25 -0.84 0.99 2.65
Edge Select Moderate Merrill Lynch 2.08 Aug 25 -1.22 1.74 4.30
Six Ways from Sunday Scott Burns 2.07 Aug 25 2.10 1.75 7.77
Ivy Portfolio Mebane Faber 2.06 Aug 25 2.63 0.13 10.69
Andrew Tobias Portfolio Andrew Tobias 2.05 Aug 25 0.44 3.18 5.30
Stocks/Bonds 60/40 2.00 Aug 25 -0.79 2.33 4.99
Pepperoni Portfolio Davide Pisicchio 2.00 Aug 25 -1.43 2.39 5.83
Yale Endowment David Swensen 2.00 Aug 25 -0.29 2.34 6.38
Four Square Scott Burns 1.97 Aug 25 -0.85 1.63 3.99
Robo Advisor 50 Value Tilt Betterment 1.97 Aug 25 -0.91 2.01 4.42
Simple and Cheap Time Money Inc 1.96 Aug 25 -0.58 2.07 4.99
Late Sixties and Beyond Burton Malkiel 1.96 Aug 25 -0.39 2.75 6.31
Global Market Portfolio Credit Suisse 1.96 Aug 25 -1.69 0.86 2.94
Sheltered Sam 60/40 Bill Bernstein 1.96 Aug 25 0.00 2.72 5.96
No Brainer Portfolio Bill Bernstein 1.95 Aug 25 -0.79 3.56 7.93
Ideal Index Frank Armstrong 1.95 Aug 25 -0.30 3.22 7.23
Lazy Portfolio David Swensen 1.91 Aug 25 -0.32 2.29 6.35
Ultimate Buy&Hold FundAdvice 1.91 Aug 25 0.10 2.37 5.58
JP Morgan Balanced Portfolio JP Morgan 1.91 Aug 25 0.09 2.21 6.71
Tilt Toward Value Time Money Inc 1.86 Aug 25 -0.47 2.36 5.42
Developed World ex-US 40/60 Momentum 1.84 Aug 25 -1.59 0.74 1.51
Sandwich Portfolio Bob Clyatt 1.83 Aug 25 -0.56 1.84 4.75
All Country World 40/60 1.83 Aug 25 -1.02 1.25 2.94
Simple Money Portfolio Tim Maurer 1.79 Aug 25 0.83 2.97 5.60
LifeStrategy Conservative Growth Vanguard 1.77 Aug 25 -1.02 1.26 2.95
Coward's Portfolio Bill Bernstein 1.76 Aug 25 -0.47 2.98 6.58
7Twelve Portfolio Craig Israelsen 1.76 Aug 25 1.75 0.45 9.60
Stocks/Bonds 40/60 ESG 1.74 Aug 25 -0.86 1.62 3.06
Sheltered Sam 50/50 Bill Bernstein 1.72 Aug 25 -0.03 2.25 5.04
Couch Potato Scott Burns 1.72 Aug 25 -0.59 1.71 4.42
Edge Select Moderately Conservative Merrill Lynch 1.72 Aug 25 -1.14 1.08 2.77
Lifepath Fund iShares 1.71 Aug 25 -0.94 1.25 3.24
Stocks/Bonds 40/60 1.66 Aug 25 -0.95 1.33 3.08
Five Fold Scott Burns 1.64 Aug 25 -0.13 2.05 5.42
Coffeehouse Bill Schultheis 1.60 Aug 25 -0.50 2.81 6.44
Rob Arnott Portfolio Rob Arnott 1.59 Aug 25 0.19 -0.17 4.18
Nano Portfolio John Wasik 1.55 Aug 25 0.41 2.28 5.17
Big Rocks Portfolio Larry Swedroe 1.53 Aug 25 0.28 3.15 6.62
Sheltered Sam 40/60 Bill Bernstein 1.49 Aug 25 -0.06 1.78 4.12
Robust Alpha Architect 1.48 Aug 25 -2.35 2.57 11.73
All Country World 20/80 1.34 Aug 25 -1.13 0.48 1.28
Developed World ex-US 20/80 1.33 Aug 25 -1.08 0.78 1.32
Larry Portfolio Larry Swedroe 1.33 Aug 25 -0.79 0.70 2.57
Talmud Portfolio Roger Gibson 1.32 Aug 25 0.33 2.45 6.42
Stocks/Bonds 20/80 1.31 Aug 25 -1.11 0.31 1.17
LifeStrategy Income Fund Vanguard 1.30 Aug 25 -1.13 0.40 1.18
Dynamic 40/60 Income The Lazy Team 1.30 Aug 25 -0.31 0.67 1.88
Sheltered Sam 30/70 Bill Bernstein 1.25 Aug 25 -0.09 1.30 3.18
High Yield Bonds Income The Lazy Team 1.21 Aug 25 -1.43 -0.33 -0.12
Eliminate Fat Tails Larry Swedroe 1.21 Aug 25 -1.54 1.15 4.37
Edge Select Conservative Merrill Lynch 1.17 Aug 25 -0.67 0.94 2.09
Dynamic 60/40 Income The Lazy Team 1.12 Aug 25 0.53 1.41 4.00
Robo Advisor 20 Value Tilt Betterment 1.07 Aug 25 -0.41 0.94 2.03
Aggressive Global Income The Lazy Team 1.06 Aug 25 1.93 3.58 8.26
Sheltered Sam 20/80 Bill Bernstein 1.01 Aug 25 -0.12 0.80 2.24
One-Decision Portfolio Marvin Appel 0.97 Aug 25 0.16 2.24 5.49
Total Bond US 0.96 Aug 25 -1.28 -0.74 -0.75
Stocks/Bonds 20/80 Momentum 0.96 Aug 25 -4.16 0.66 2.92
Stocks/Bonds 40/60 Momentum 0.95 Aug 25 -6.67 1.99 6.56
10-year Treasury 0.95 Aug 25 -1.39 -1.16 -1.22
Stocks/Bonds 60/40 Momentum 0.95 Aug 25 -8.89 3.26 10.17
Stocks/Bonds 80/20 Momentum 0.94 Aug 25 -10.86 4.47 13.76
US Stocks Momentum 0.94 Aug 25 -12.61 5.61 17.31
All Country World Bonds 0.85 Aug 25 -1.25 -0.32 -0.39
Dimensional Retirement Income Fund DFA 0.82 Aug 24 -0.33 0.41 2.10
Sheltered Sam 10/90 Bill Bernstein 0.78 Aug 25 -0.15 0.30 1.30
Robo Advisor 10 Value Tilt Betterment 0.75 Aug 25 -0.17 0.59 1.26
US Inflation Protection 0.74 Aug 25 -0.68 -0.95 0.02
Conservative Income Charles Schwab 0.69 Aug 25 -0.47 0.00 0.77
Total Bond Developed World ex-US 0.54 Aug 25 -1.14 0.12 -0.29
Sheltered Sam 0/100 Bill Bernstein 0.54 Aug 25 -0.18 -0.20 0.34
Robo Advisor 0 Betterment 0.43 Aug 25 0.11 0.25 0.50
Short Term Treasury 0.40 Aug 25 0.16 0.30 0.55
US Cash 0.23 Aug 25 0.34 0.93 1.78
Berkshire Hathaway Warren Buffett -1.47 Aug 25 2.37 7.68 6.10