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
DBC
Commodities 10.47 -5.31 20.55
VTI
US Total Stock Market -0.49 4.26 8.77
CWB
US Convertible Bonds -5.46 1.16 9.82
SPY
US Large Cap Blend 0.03 4.22 8.53
VT
World All Countries -0.69 3.45 7.80
EEM
Emerging Markets -6.31 0.68 9.01
EFA
EAFE Stocks 1.64 4.82 6.46
IJR
US Small Cap Blend -1.92 6.42 15.04
HYG
US High Yield Bonds -0.15 0.37 0.92
EMB
Emerg. Market Bonds -1.44 0.07 0.59
BND
US Total Bond Market -1.28 -0.74 -0.75
BIL
US Cash 0.34 0.93 1.78
TIP
US TIPS -0.68 -0.95 0.02
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
PFF
US Preferred Stocks 0.40 -1.80 -1.44
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
BNDX
International Bonds -1.14 0.12 -0.29
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 10.52 Aug 18 -9.69 2.94 3.86
Gold 7.27 Aug 18 0.86 -12.30 -16.50
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 5.49 Aug 18 -1.74 -6.43 -9.06
Golden Butterfly 2x Leveraged Tyler 4.95 Aug 18 -2.52 -2.36 -1.60
Technology 4.29 Aug 18 -6.57 3.15 10.89
US Stocks Momentum 4.08 Aug 18 -12.61 5.61 17.31
All Weather Portfolio 2x Leveraged Ray Dalio 3.77 Aug 18 -1.87 -3.06 -0.36
Desert Portfolio 2x Leveraged Gyroscopic Investing 3.67 Aug 18 -2.12 -2.48 -2.90
Stocks/Bonds 60/40 2x Leveraged 3.59 Aug 18 -1.60 2.86 6.29
Stocks/Bonds 80/20 Momentum 3.33 Aug 18 -10.86 4.47 13.76
Warren Buffett Portfolio Warren Buffett 3.28 Aug 18 -0.07 3.93 7.75
Gold Pivot Ptf Aim Ways 3.20 Aug 18 -1.25 -3.47 -4.08
Diavola Portfolio Davide Pisicchio 3.03 Aug 18 -2.10 3.55 8.41
US Stocks 2.94 Aug 18 -0.49 4.26 8.77
Shield Strategy Aim Ways 2.92 Aug 18 -1.53 -1.28 -0.40
Dedalo Three Dedalo Invest 2.87 Aug 18 -0.55 4.02 8.47
Developed World ex-US Stocks Momentum 2.78 Aug 18 -2.19 1.61 4.07
Stocks/Bonds 40/60 2x Leveraged 2.74 Aug 18 -2.17 0.86 2.65
Simplified Permanent Portfolio The Lazy Team 2.71 Aug 18 -0.63 -2.66 -2.91
All Country World Stocks 2.69 Aug 18 -0.69 3.45 7.80
US Stocks Minimum Volatility 2.64 Aug 18 1.52 3.80 3.84
US Stocks ESG 2.64 Aug 18 -0.17 5.19 9.06
Stocks/Bonds 60/40 Momentum 2.58 Aug 18 -8.89 3.26 10.17
Permanent Portfolio Harry Browne 2.52 Aug 18 -0.97 -2.55 -2.73
Developed World ex-US Stocks 2.51 Aug 18 -0.88 3.19 7.42
Permanent Portfolio with Bitcoin Harry Browne 2.42 Aug 18, 08:00PM -0.89 -2.60 -2.73
Stocks/Bonds 80/20 2.42 Aug 18 -0.64 3.30 6.88
Cockroach Portfolio Tony Dong 2.38 Aug 18 0.42 -1.27 -1.24
Second Grader's Starter Paul Farrell 2.37 Aug 18 -0.75 3.36 7.37
Golden Butterfly Tyler 2.36 Aug 18 -0.90 -0.91 0.24
US Stocks Quality 2.36 Aug 18 -0.05 6.01 8.77
Marc Faber Portfolio Marc Faber 2.31 Aug 18 0.18 -1.48 0.16
Simple Path to Wealth JL Collins 2.29 Aug 18 -0.68 3.06 6.41
Robo Advisor 100 Value Tilt Betterment 2.27 Aug 18 -0.46 4.27 8.91
Golden Butterfly with Bitcoin Tyler 2.27 Aug 18, 08:00PM -0.83 -0.96 0.25
Robo Advisor 90 Value Tilt Betterment 2.27 Aug 18 -1.15 3.43 8.27
Paul Boyer Portfolio Paul Boyer 2.25 Aug 18 -2.08 -2.75 -2.06
US Stocks Equal Weight 2.22 Aug 18 1.05 6.10 9.43
Golden Ratio Portfolio Frank Vasquez 2.22 Aug 18 -1.22 -0.68 1.14
Four Seasons Portfolio Davide Pisicchio 2.20 Aug 18 -0.74 0.27 1.93
Sheltered Sam 100/0 Bill Bernstein 2.19 Aug 18 0.11 4.51 9.54
Pepperoni Portfolio Davide Pisicchio 2.18 Aug 18 -1.43 2.39 5.83
Dedalo Four Dedalo Invest 2.17 Aug 18 -0.66 3.27 6.73
All Country World 80/20 2.16 Aug 18 -0.80 2.74 6.19
Edge Select Aggressive Merrill Lynch 2.16 Aug 18 -1.27 3.06 7.22
In Saecula Saeculorum Fulvio Marchese 2.15 Aug 18 -0.74 0.31 1.67
Perfect Portfolio Ben Stein 2.13 Aug 18 -0.44 2.74 7.63
Capricciosa Portfolio Davide Pisicchio 2.12 Aug 18 -0.79 1.38 3.72
US Stocks Value 2.11 Aug 18 1.94 4.08 7.56
Three Funds Bogleheads 2.11 Aug 18 -0.82 2.88 6.44
Four Funds Bogleheads 2.09 Aug 18 -0.77 2.86 6.51
LifeStrategy Growth Fund Vanguard 2.03 Aug 18 -0.82 2.90 6.43
Dedalo Eleven Dedalo Invest 2.02 Aug 18 -1.10 2.95 6.80
Robust Alpha Architect 2.01 Aug 18 -2.35 2.57 11.73
Robo Advisor 80 Value Tilt Betterment 2.01 Aug 18 -1.19 3.02 7.33
Sheltered Sam 90/10 Bill Bernstein 1.99 Aug 18 0.08 4.08 8.66
Aggressive Portfolio Lyn Alden 1.99 Aug 18 -0.64 2.54 6.26
Emerging Markets Stocks 1.95 Aug 18 -6.31 0.68 9.01
Margherita Portfolio Davide Pisicchio 1.94 Aug 18 -0.75 -0.22 0.99
Stocks/Bonds 60/40 with Bitcoin 1.92 Aug 18, 08:00PM -0.69 2.00 4.56
Moderate Portfolio Lyn Alden 1.90 Aug 18 -0.94 2.08 5.40
Stocks/Bonds 60/40 1.90 Aug 18 -0.79 2.33 4.99
Developed World ex-US 80/20 1.88 Aug 18 -0.93 2.62 5.94
Odd-Stats Strategy Aim Ways 1.86 Aug 18 -1.59 0.20 1.95
Desert Portfolio Gyroscopic Investing 1.86 Aug 18 -0.39 -0.29 0.44
Edge Select Moderately Aggressive Merrill Lynch 1.85 Aug 18 -1.22 2.40 5.74
Weird Portfolio Value Stock Geek 1.85 Aug 18 0.13 -0.69 1.41
Seven Value Scott Burns 1.84 Aug 18 1.92 2.48 8.27
No Brainer Portfolio Bill Bernstein 1.84 Aug 18 -0.79 3.56 7.93
Stocks/Bonds 40/60 Momentum 1.83 Aug 18 -6.67 1.99 6.56
Core Four Rick Ferri 1.83 Aug 18 -0.53 2.92 6.71
Family Taxable Portfolio Ted Aronson 1.82 Aug 18 -2.50 2.39 7.29
Sheltered Sam 80/20 Bill Bernstein 1.80 Aug 18 0.06 3.63 7.76
PISI Portfolio Davide Pisicchio 1.77 Aug 18 -0.98 -0.65 0.04
Aim comfortable trip Aim Ways 1.77 Aug 18 -0.23 0.29 1.36
Conservative Portfolio Lyn Alden 1.76 Aug 18 -0.13 1.63 4.40
Gone Fishin' Portfolio Alexander Green 1.76 Aug 18 -1.59 1.71 5.48
Desert Portfolio with Bitcoin Gyroscopic Investing 1.76 Aug 18, 08:00PM -0.31 -0.34 0.45
Stocks/Bonds 60/40 ESG 1.73 Aug 18 -0.62 2.83 5.06
Margaritaville Scott Burns 1.68 Aug 18 -0.75 2.13 5.42
Mid-Twenties Burton Malkiel 1.67 Aug 18 -0.92 3.14 7.49
Six Ways from Sunday Scott Burns 1.67 Aug 18 2.10 1.75 7.77
Gretchen Tai Portfolio Gretchen Tai 1.65 Aug 18 -1.35 2.25 6.09
Ulcer Free Strategy Aim Ways 1.64 Aug 18 -2.43 -1.24 0.09
Pinwheel Tyler 1.64 Aug 18 -0.18 1.36 4.46
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.63 Aug 18 -0.42 2.52 5.99
All Weather Portfolio Ray Dalio 1.62 Aug 18 -1.01 -1.33 1.46
Andrew Tobias Portfolio Andrew Tobias 1.62 Aug 18 0.44 3.18 5.30
All Country World 60/40 1.62 Aug 18 -0.90 2.01 4.58
Late Thirties to Early Forties Burton Malkiel 1.61 Aug 18 -0.84 3.11 7.30
Sheltered Sam 70/30 Bill Bernstein 1.61 Aug 18 0.03 3.18 6.86
Ultimate Buy and Hold Strategy Paul Merriman 1.59 Aug 18 0.30 4.07 9.29
All Weather Portfolio with Bitcoin Ray Dalio 1.57 Aug 18, 08:00PM -1.05 -1.44 1.07
Couch Potato Scott Burns 1.55 Aug 18 -0.59 1.71 4.42
LifeStrategy Moderate Growth Vanguard 1.54 Aug 18 -0.92 2.09 4.70
7Twelve Portfolio Craig Israelsen 1.53 Aug 18 1.75 0.45 9.60
Edge Select Moderate Merrill Lynch 1.48 Aug 18 -1.22 1.74 4.30
Coward's Portfolio Bill Bernstein 1.47 Aug 18 -0.47 2.98 6.58
Ivy Portfolio Mebane Faber 1.46 Aug 18 2.63 0.13 10.69
Long Term Portfolio Ben Stein 1.46 Aug 18 -0.27 3.43 7.63
GAA Global Asset Allocation Mebane Faber 1.43 Aug 18 -0.78 -0.28 3.12
Developed World ex-US 60/40 Momentum 1.43 Aug 18 -1.80 1.04 2.38
Sheltered Sam 60/40 Bill Bernstein 1.42 Aug 18 0.00 2.72 5.96
Five Asset Roger Gibson 1.41 Aug 18 2.22 0.67 9.59
JP Morgan Balanced Portfolio JP Morgan 1.40 Aug 18 0.09 2.21 6.71
Mid-Fifties Burton Malkiel 1.40 Aug 18 -0.69 2.96 6.92
Stocks/Bonds 40/60 with Bitcoin 1.40 Aug 18, 08:00PM -0.84 0.99 2.65
Sandwich Portfolio Bob Clyatt 1.39 Aug 18 -0.56 1.84 4.75
Stocks/Bonds 40/60 1.38 Aug 18 -0.95 1.33 3.08
Ideal Index Frank Armstrong 1.30 Aug 18 -0.30 3.22 7.23
Lifepath Fund iShares 1.30 Aug 18 -0.94 1.25 3.24
Stocks/Bonds 40/60 ESG 1.27 Aug 18 -0.86 1.62 3.06
Developed World ex-US 60/40 1.26 Aug 18 -0.98 2.03 4.43
Sheltered Sam 50/50 Bill Bernstein 1.22 Aug 18 -0.03 2.25 5.04
Simple Money Portfolio Tim Maurer 1.18 Aug 18 0.83 2.97 5.60
Yale Endowment David Swensen 1.17 Aug 18 -0.29 2.34 6.38
Simple and Cheap Time Money Inc 1.17 Aug 18 -0.58 2.07 4.99
Big Rocks Portfolio Larry Swedroe 1.15 Aug 18 0.28 3.15 6.62
Ultimate Buy&Hold FundAdvice 1.15 Aug 18 0.10 2.37 5.58
Tilt Toward Value Time Money Inc 1.15 Aug 18 -0.47 2.36 5.42
Coffeehouse Bill Schultheis 1.15 Aug 18 -0.50 2.81 6.44
Robo Advisor 50 Value Tilt Betterment 1.11 Aug 18 -0.91 2.01 4.42
Four Square Scott Burns 1.10 Aug 18 -0.85 1.63 3.99
Late Sixties and Beyond Burton Malkiel 1.10 Aug 18 -0.39 2.75 6.31
Talmud Portfolio 2x Leveraged Roger Gibson 1.09 Aug 18 0.21 2.07 8.82
Edge Select Moderately Conservative Merrill Lynch 1.09 Aug 18 -1.14 1.08 2.77
All Country World 40/60 1.09 Aug 18 -1.02 1.25 2.94
Stocks/Bonds 20/80 Momentum 1.08 Aug 18 -4.16 0.66 2.92
Lazy Portfolio David Swensen 1.08 Aug 18 -0.32 2.29 6.35
European Stocks 1.06 Aug 18 2.32 5.38 5.43
LifeStrategy Conservative Growth Vanguard 1.04 Aug 18 -1.02 1.26 2.95
Sheltered Sam 40/60 Bill Bernstein 1.03 Aug 18 -0.06 1.78 4.12
Stocks/Bonds 20/80 0.86 Aug 18 -1.11 0.31 1.17
Dynamic 40/60 Income The Lazy Team 0.85 Aug 18 -0.31 0.67 1.88
Sheltered Sam 30/70 Bill Bernstein 0.84 Aug 18 -0.09 1.30 3.18
Aggressive Global Income The Lazy Team 0.84 Aug 18 1.93 3.58 8.26
Larry Portfolio Larry Swedroe 0.84 Aug 18 -0.79 0.70 2.57
Dimensional Retirement Income Fund DFA 0.77 Aug 18 -0.33 0.41 2.10
Developed World ex-US 40/60 Momentum 0.75 Aug 18 -1.59 0.74 1.51
Nano Portfolio John Wasik 0.74 Aug 18 0.41 2.28 5.17
Global Market Portfolio Credit Suisse 0.73 Aug 18 -1.69 0.86 2.94
Edge Select Conservative Merrill Lynch 0.66 Aug 18 -0.67 0.94 2.09
Sheltered Sam 20/80 Bill Bernstein 0.65 Aug 18 -0.12 0.80 2.24
Talmud Portfolio Roger Gibson 0.64 Aug 18 0.33 2.45 6.42
Rob Arnott Portfolio Rob Arnott 0.64 Aug 18 0.19 -0.17 4.18
Developed World ex-US 40/60 0.64 Aug 18 -1.03 1.42 2.89
Eliminate Fat Tails Larry Swedroe 0.63 Aug 18 -1.54 1.15 4.37
Robo Advisor 20 Value Tilt Betterment 0.63 Aug 18 -0.41 0.94 2.03
Five Fold Scott Burns 0.61 Aug 18 -0.13 2.05 5.42
All Country World 20/80 0.55 Aug 18 -1.13 0.48 1.28
LifeStrategy Income Fund Vanguard 0.55 Aug 18 -1.13 0.40 1.18
Dynamic 60/40 Income The Lazy Team 0.50 Aug 18 0.53 1.41 4.00
One-Decision Portfolio Marvin Appel 0.50 Aug 18 0.16 2.24 5.49
Robo Advisor 10 Value Tilt Betterment 0.49 Aug 18 -0.17 0.59 1.26
Sheltered Sam 10/90 Bill Bernstein 0.46 Aug 18 -0.15 0.30 1.30
Cape US Sector Value Robert Shiller 0.44 Aug 18 1.40 1.30 0.07
Robo Advisor 0 Betterment 0.35 Aug 18 0.11 0.25 0.50
Total Bond US 0.34 Aug 18 -1.28 -0.74 -0.75
Short Term Treasury 0.33 Aug 18 0.16 0.30 0.55
10-year Treasury 0.32 Aug 18 -1.39 -1.16 -1.22
Sheltered Sam 0/100 Bill Bernstein 0.26 Aug 18 -0.18 -0.20 0.34
High Yield Bonds Income The Lazy Team 0.21 Aug 18 -1.43 -0.33 -0.12
US Cash 0.17 Aug 18 0.34 0.93 1.78
US Inflation Protection 0.16 Aug 18 -0.68 -0.95 0.02
Conservative Income Charles Schwab 0.15 Aug 18 -0.47 0.00 0.77
All Country World Bonds 0.02 Aug 18 -1.25 -0.32 -0.39
Developed World ex-US 20/80 0.02 Aug 18 -1.08 0.78 1.32
Total Bond Developed World ex-US -0.61 Aug 18 -1.14 0.12 -0.29
Berkshire Hathaway Warren Buffett -1.70 Aug 18 2.37 7.68 6.10