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
EFA
EAFE Stocks 0.69 8.64 9.89
BIL
US Cash 0.27 0.88 1.74
PFF
US Preferred Stocks -2.97 1.93 0.48
HYG
US High Yield Bonds 0.09 2.05 1.69
TIP
US TIPS -0.46 0.82 1.23
SPY
US Large Cap Blend -1.03 15.12 10.09
BNDX
International Bonds 0.44 1.50 1.38
VT
World All Countries -0.38 13.88 11.93
VTI
US Total Stock Market -0.39 15.68 11.04
BND
US Total Bond Market 0.27 0.70 0.75
EMB
Emerg. Market Bonds 0.43 4.05 2.38
IJR
US Small Cap Blend 7.28 19.67 23.98
LQD
US Invest. Grade Bonds 0.11 1.26 0.88
TLT
US Long Term Treasuries 1.17 0.85 1.03
CWB
US Convertible Bonds -0.12 18.26 21.63
EEM
Emerging Markets 0.24 21.09 25.69
QQQ
US Technology -0.15 27.73 20.16
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
European Stocks 2.77 Jul 30 0.83 8.88 7.84
Aggressive Global Income The Lazy Team 2.41 Jul 30 1.12 6.17 10.31
Ivy Portfolio Mebane Faber 2.40 Jul 30 -2.10 4.08 12.29
Gold 2.38 Jul 30 -11.68 -14.39 -7.05
US Stocks Value 2.17 Jul 30 0.23 8.17 8.27
Berkshire Hathaway Warren Buffett 2.16 Jul 30 5.34 4.28 -0.79
Five Asset Roger Gibson 2.06 Jul 30 -1.89 5.27 11.37
Six Ways from Sunday Scott Burns 1.80 Jul 30 -0.71 3.45 9.96
Seven Value Scott Burns 1.71 Jul 30 -0.13 4.61 10.72
7Twelve Portfolio Craig Israelsen 1.57 Jul 30 -1.07 4.44 11.82
US Stocks Minimum Volatility 1.43 Jul 30 0.17 4.34 3.19
Cape US Sector Value Robert Shiller 1.40 Jul 30 0.89 5.40 0.88
US Stocks Equal Weight 1.23 Jul 30 2.28 11.29 11.98
Cockroach Portfolio Tony Dong 1.14 Jul 30 -0.36 -1.11 2.44
Simple Money Portfolio Tim Maurer 1.01 Jul 30 0.64 6.53 7.86
Marc Faber Portfolio Marc Faber 0.73 Jul 30 -2.51 2.42 4.70
Weird Portfolio Value Stock Geek 0.73 Jul 30 -1.39 3.50 6.71
Ultimate Buy and Hold Strategy Paul Merriman 0.57 Jul 30 0.98 12.16 14.50
Nano Portfolio John Wasik 0.56 Jul 30 0.36 7.04 6.80
Dynamic 60/40 Income The Lazy Team 0.49 Jul 30 -0.29 5.88 4.98
Andrew Tobias Portfolio Andrew Tobias 0.47 Jul 30 0.12 8.11 7.17
Talmud Portfolio Roger Gibson 0.38 Jul 30 0.51 8.59 7.63
Big Rocks Portfolio Larry Swedroe 0.37 Jul 30 1.33 8.06 9.41
Talmud Portfolio 2x Leveraged Roger Gibson 0.32 Jul 30 -0.51 14.62 10.88
Sheltered Sam 100/0 Bill Bernstein 0.32 Jul 30 1.54 12.58 14.67
US Cash 0.30 Jul 30 0.27 0.88 1.74
Sheltered Sam 90/10 Bill Bernstein 0.27 Jul 30 1.39 11.39 13.28
Ultimate Buy&Hold FundAdvice 0.26 Jul 30 0.63 7.36 8.71
Sheltered Sam 80/20 Bill Bernstein 0.23 Jul 30 1.23 10.20 11.90
Sheltered Sam 70/30 Bill Bernstein 0.18 Jul 30 1.07 9.00 10.52
Short Term Treasury 0.17 Jul 30 0.06 0.33 0.60
Aim comfortable trip Aim Ways 0.14 Jul 30 -1.09 3.64 5.22
Sheltered Sam 60/40 Bill Bernstein 0.14 Jul 30 0.91 7.80 9.14
Robo Advisor 0 Betterment 0.13 Jul 30 0.06 0.34 0.58
Rob Arnott Portfolio Rob Arnott 0.11 Jul 30 -0.92 3.28 6.15
Pinwheel Tyler 0.11 Jul 30 -0.24 7.29 8.92
One-Decision Portfolio Marvin Appel 0.11 Jul 30 0.77 7.02 7.03
Sheltered Sam 50/50 Bill Bernstein 0.09 Jul 30 0.75 6.60 7.76
Conservative Portfolio Lyn Alden 0.08 Jul 30 -0.55 7.34 7.76
Sheltered Sam 40/60 Bill Bernstein 0.05 Jul 30 0.58 5.39 6.38
JP Morgan Balanced Portfolio JP Morgan 0.04 Jul 30 0.21 8.26 9.56
Sheltered Sam 30/70 Bill Bernstein 0.00 Jul 30 0.40 4.18 5.00
Five Fold Scott Burns -0.04 Jul 30 0.29 7.90 7.86
Sheltered Sam 20/80 Bill Bernstein -0.04 Jul 30 0.22 2.97 3.62
Sheltered Sam 10/90 Bill Bernstein -0.09 Jul 30 0.04 1.75 2.23
Robo Advisor 10 Value Tilt Betterment -0.11 Jul 30 0.17 1.88 2.08
Sheltered Sam 0/100 Bill Bernstein -0.13 Jul 30 -0.15 0.53 0.85
Ideal Index Frank Armstrong -0.15 Jul 30 1.58 9.63 11.23
Desert Portfolio with Bitcoin Gyroscopic Investing -0.19 Jul 30, 08:00PM -1.37 3.04 2.03
Yale Endowment David Swensen -0.20 Jul 30 0.14 9.53 9.21
Simplified Permanent Portfolio The Lazy Team -0.22 Jul 30 -2.94 -0.10 0.97
Developed World ex-US Stocks -0.22 Jul 30 -0.20 11.77 14.85
US Stocks Quality -0.23 Jul 30 2.01 14.60 10.91
Long Term Portfolio Ben Stein -0.24 Jul 30 0.78 11.25 11.40
Late Sixties and Beyond Burton Malkiel -0.26 Jul 30 0.54 9.83 9.28
Desert Portfolio Gyroscopic Investing -0.30 Jul 30 -1.27 2.93 2.55
Lazy Portfolio David Swensen -0.30 Jul 30 0.20 9.57 9.17
Robo Advisor 20 Value Tilt Betterment -0.32 Jul 30 0.29 3.40 3.57
Conservative Income Charles Schwab -0.34 Jul 30 0.21 1.35 1.70
Developed World ex-US 80/20 -0.36 Jul 30 -0.09 9.77 12.16
Coward's Portfolio Bill Bernstein -0.38 Jul 30 1.25 9.14 10.17
Coffeehouse Bill Schultheis -0.38 Jul 30 1.85 8.76 9.87
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.40 Jul 30 -0.03 9.73 8.77
Dynamic 40/60 Income The Lazy Team -0.40 Jul 30 -0.56 4.73 3.24
Robo Advisor 100 Value Tilt Betterment -0.43 Jul 30 0.87 13.59 14.05
Permanent Portfolio with Bitcoin Harry Browne -0.43 Jul 30, 08:00PM -2.80 0.38 1.17
Tilt Toward Value Time Money Inc -0.43 Jul 30 0.66 8.39 8.22
Golden Butterfly with Bitcoin Tyler -0.48 Jul 30, 08:00PM -1.17 3.48 4.78
Aggressive Portfolio Lyn Alden -0.48 Jul 30 -0.33 10.86 10.74
Developed World ex-US 60/40 -0.50 Jul 30 0.04 7.74 9.46
Sandwich Portfolio Bob Clyatt -0.51 Jul 30 0.21 7.78 7.65
Permanent Portfolio Harry Browne -0.54 Jul 30 -2.70 0.29 1.69
Gold Pivot Ptf Aim Ways -0.56 Jul 30 -3.83 -0.15 1.67
Simple and Cheap Time Money Inc -0.56 Jul 30 0.20 8.37 7.70
US Inflation Protection -0.58 Jul 30 -0.46 0.82 1.23
Golden Butterfly Tyler -0.58 Jul 30 -1.08 3.37 5.30
Edge Select Conservative Merrill Lynch -0.59 Jul 30 0.42 3.69 3.84
Perfect Portfolio Ben Stein -0.60 Jul 30 -0.40 10.70 11.89
Mid-Fifties Burton Malkiel -0.60 Jul 30 0.44 11.37 10.75
Dimensional Retirement Income Fund DFA -0.62 Jul 29 -1.38 2.12 2.41
Developed World ex-US 40/60 -0.63 Jul 30 0.16 5.68 6.77
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -0.64 Jul 30 -6.25 -1.53 -2.01
Margherita Portfolio Davide Pisicchio -0.64 Jul 30 -1.29 4.00 3.78
Core Four Rick Ferri -0.65 Jul 30 0.04 11.24 9.83
Larry Portfolio Larry Swedroe -0.66 Jul 30 0.64 4.39 5.40
Warren Buffett Portfolio Warren Buffett -0.67 Jul 30 -0.86 13.83 8.95
Four Seasons Portfolio Davide Pisicchio -0.71 Jul 30 -1.32 5.54 4.89
GAA Global Asset Allocation Mebane Faber -0.71 Jul 30 -1.11 4.63 6.82
In Saecula Saeculorum Fulvio Marchese -0.74 Jul 30 -1.28 5.50 4.44
Developed World ex-US 20/80 -0.77 Jul 30 0.30 3.61 4.07
Late Thirties to Early Forties Burton Malkiel -0.80 Jul 30 0.35 12.26 11.58
Couch Potato Scott Burns -0.80 Jul 30 -0.42 8.08 6.13
Robo Advisor 50 Value Tilt Betterment -0.81 Jul 30 0.58 7.77 7.90
Moderate Portfolio Lyn Alden -0.81 Jul 30 -0.26 10.06 9.93
Margaritaville Scott Burns -0.82 Jul 30 -0.22 9.50 8.96
PISI Portfolio Davide Pisicchio -0.83 Jul 30 -1.18 3.13 2.67
No Brainer Portfolio Bill Bernstein -0.84 Jul 30 1.73 11.88 12.25
US Stocks ESG -0.84 Jul 30 -1.14 18.04 9.84
Four Square Scott Burns -0.84 Jul 30 -0.06 7.45 7.05
Stocks/Bonds 60/40 with Bitcoin -0.84 Jul 30, 08:00PM -0.46 9.19 6.14
Stocks/Bonds 40/60 with Bitcoin -0.84 Jul 30, 08:00PM -0.34 6.18 4.08
Mid-Twenties Burton Malkiel -0.89 Jul 30 0.31 12.65 12.01
Capricciosa Portfolio Davide Pisicchio -0.90 Jul 30 -0.75 7.86 6.29
Total Bond Developed World ex-US -0.91 Jul 30 0.44 1.50 1.38
Lifepath Fund iShares -0.92 Jul 30 0.23 6.28 5.71
Four Funds Bogleheads -0.93 Jul 30 -0.16 11.52 10.08
All Weather Portfolio with Bitcoin Ray Dalio -0.94 Jul 30, 08:00PM -1.53 2.92 3.84
Stocks/Bonds 60/40 ESG -0.94 Jul 30 -0.61 10.80 6.17
All Country World Stocks -0.96 Jul 30 -0.38 13.88 11.93
LifeStrategy Growth Fund Vanguard -0.96 Jul 30 -0.07 11.49 10.14
LifeStrategy Moderate Growth Vanguard -0.97 Jul 30 0.02 8.83 7.84
All Country World 80/20 -0.97 Jul 30 -0.25 11.37 9.79
All Weather Portfolio Ray Dalio -0.97 Jul 30 -1.43 2.86 4.62
Second Grader's Starter Paul Farrell -0.97 Jul 30 -0.16 13.02 11.06
Three Funds Bogleheads -0.97 Jul 30 -0.09 11.51 10.03
LifeStrategy Conservative Growth Vanguard -0.97 Jul 30 0.12 6.18 5.54
LifeStrategy Income Fund Vanguard -0.98 Jul 30 0.22 3.55 3.24
Dedalo Four Dedalo Invest -0.98 Jul 30 -0.23 12.31 9.33
All Country World 60/40 -0.98 Jul 30 -0.11 8.87 7.64
Stocks/Bonds 40/60 ESG -0.99 Jul 30 -0.33 7.34 4.33
All Country World 40/60 -1.00 Jul 30 0.04 6.39 5.50
Dedalo Three Dedalo Invest -1.00 Jul 30 -0.38 15.13 11.30
All Country World 20/80 -1.01 Jul 30 0.19 3.93 3.36
US Stocks -1.02 Jul 30 -0.39 15.68 11.04
Stocks/Bonds 80/20 -1.02 Jul 30 -0.27 12.58 8.98
Simple Path to Wealth JL Collins -1.02 Jul 30 -0.23 11.81 8.46
Stocks/Bonds 60/40 -1.02 Jul 30 -0.14 9.54 6.92
Stocks/Bonds 40/60 -1.02 Jul 30 -0.01 6.54 4.86
Stocks/Bonds 20/80 -1.02 Jul 30 0.13 3.59 2.81
Total Bond US -1.02 Jul 30 0.27 0.70 0.75
All Country World Bonds -1.02 Jul 30 0.36 1.48 1.21
Golden Ratio Portfolio Frank Vasquez -1.11 Jul 30 -1.35 4.84 5.88
10-year Treasury -1.11 Jul 30 0.25 0.08 -0.06
Robo Advisor 90 Value Tilt Betterment -1.12 Jul 30 0.59 13.21 14.08
Edge Select Moderately Conservative Merrill Lynch -1.13 Jul 30 0.04 6.14 5.31
Robo Advisor 80 Value Tilt Betterment -1.14 Jul 30 0.55 11.94 12.70
Gretchen Tai Portfolio Gretchen Tai -1.23 Jul 30 0.24 10.70 10.97
Odd-Stats Strategy Aim Ways -1.24 Jul 30 -0.85 6.19 5.62
Dedalo Eleven Dedalo Invest -1.25 Jul 30 -0.20 12.55 10.87
Shield Strategy Aim Ways -1.27 Jul 30 -2.51 4.58 4.27
Gone Fishin' Portfolio Alexander Green -1.27 Jul 30 0.49 10.16 11.73
Edge Select Moderate Merrill Lynch -1.28 Jul 30 0.09 8.54 7.49
High Yield Bonds Income The Lazy Team -1.32 Jul 30 0.22 2.66 1.86
Golden Butterfly 2x Leveraged Tyler -1.34 Jul 30 -1.34 7.28 7.87
Developed World ex-US 40/60 Momentum -1.34 Jul 30 1.12 5.84 5.80
Edge Select Moderately Aggressive Merrill Lynch -1.36 Jul 30 -0.01 10.88 9.46
Paul Boyer Portfolio Paul Boyer -1.44 Jul 30 -1.57 1.62 4.85
Eliminate Fat Tails Larry Swedroe -1.44 Jul 30 1.16 6.83 8.49
Edge Select Aggressive Merrill Lynch -1.46 Jul 30 0.10 13.15 11.63
Desert Portfolio 2x Leveraged Gyroscopic Investing -1.53 Jul 30 -3.00 4.64 1.79
Developed World ex-US 60/40 Momentum -1.56 Jul 30 1.43 8.00 8.01
Pepperoni Portfolio Davide Pisicchio -1.63 Jul 30 -0.20 11.35 8.61
Global Market Portfolio Credit Suisse -1.65 Jul 30 0.16 7.01 6.63
Robust Alpha Architect -1.71 Jul 30 2.18 14.16 18.54
Developed World ex-US Stocks Momentum -1.99 Jul 30 2.04 12.32 12.44
Ulcer Free Strategy Aim Ways -1.99 Jul 30 -1.22 4.31 5.07
Stocks/Bonds 60/40 2x Leveraged -2.03 Jul 30 -1.68 17.07 9.32
All Weather Portfolio 2x Leveraged Ray Dalio -2.09 Jul 30 -2.77 2.23 5.86
Stocks/Bonds 40/60 2x Leveraged -2.10 Jul 30 -1.06 10.91 5.57
Family Taxable Portfolio Ted Aronson -2.31 Jul 30 1.38 12.77 14.35
Diavola Portfolio Davide Pisicchio -2.48 Jul 30 -0.28 17.01 12.23
Stocks/Bonds 20/80 Momentum -3.39 Jul 30 2.28 8.88 8.05
Stocks/Bonds 40/60 Momentum -5.75 Jul 30 4.10 17.20 15.34
Emerging Markets Stocks -7.05 Jul 30 0.24 21.09 25.69
Technology -7.18 Jul 30 -0.15 27.73 20.16
Stocks/Bonds 60/40 Momentum -8.12 Jul 30 5.76 25.66 22.64
Ark Tech Portfolio Cathie Wood -8.70 Jul 30 2.06 29.22 15.91
Stocks/Bonds 80/20 Momentum -10.49 Jul 30 7.28 34.26 29.94
US Stocks Momentum -12.85 Jul 30 8.68 43.01 37.24