Assets and Lazy Portfolios Short Term Returns

Last Update - Nov 06 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
FLLA
Latin America 2.20 Nov 06, 03:08PM 0.30 14.29 17.12
LQD
US Invest. Grade Bonds 0.09 Nov 06, 04:00PM 0.15 3.09 5.36
BIL
US Cash 0.05 Nov 06, 04:00PM 0.35 1.06 2.13
BND
US Total Bond Market 0.05 Nov 06, 04:00PM 0.60 2.89 3.47
TIP
US TIPS -0.13 Nov 06, 04:00PM 0.32 2.37 2.69
DBC
Commodities -0.13 Nov 06, 04:00PM 1.55 1.92 11.23
HYG
US High Yield Bonds -0.16 Nov 06, 04:00PM -0.01 1.99 5.83
BNDX
International Bonds -0.20 Nov 06, 04:00PM 1.00 1.67 1.91
TLT
US Long Term Treasuries -0.23 Nov 06, 04:00PM 1.38 5.04 3.18
PFF
US Preferred Stocks -0.25 Nov 06, 04:00PM -0.76 1.46 6.89
EMB
Emerg. Market Bonds -0.29 Nov 06, 04:00PM 1.98 5.44 10.28
VNQ
US REITs -0.37 Nov 06, 04:00PM -2.45 1.00 2.93
GLD
Gold -0.56 Nov 06, 04:00PM 3.56 21.51 21.18
EFA
EAFE Stocks -0.57 Nov 06, 04:00PM 1.20 7.96 13.42
IJR
US Small Cap -0.73 Nov 06, 04:00PM -0.87 7.22 18.52
VGK
Europe -0.88 Nov 06, 04:00PM 0.63 6.43 12.05
VPL
Pacific -0.94 Nov 06, 04:00PM 4.31 12.62 22.42
EEM
Emerging Markets -1.07 Nov 06, 04:00PM 3.56 13.88 27.60
VT
World All Countries -1.49 Nov 06, 04:00PM 2.02 8.58 21.57
CWB
US Convertible Bonds -1.63 Nov 06, 04:00PM 3.03 10.15 21.24
SPY
US Large Cap -1.72 Nov 06, 04:00PM 2.38 8.21 23.70
VTI
US Total Stock Market -1.80 Nov 06, 04:00PM 2.21 8.19 23.66
QQQ
US Technology -2.77 Nov 06, 04:00PM 4.78 11.47 32.61
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 3.38 Nov 06, 04:01PM -5.10 -0.57 -10.59
10-year Treasury 0.11 Nov 06, 04:00PM 0.71 3.04 2.78
Robo Advisor 0 Betterment 0.10 Nov 06, 04:00PM 0.34 1.56 1.84
Short Term Treasury 0.09 Nov 06, 04:00PM 0.33 1.52 1.76
US Cash 0.05 Nov 06, 04:00PM 0.35 1.06 2.13
Total Bond US 0.05 Nov 06, 04:00PM 0.60 2.89 3.47
Developed World ex-US Stocks Momentum 0.03 Nov 06, 04:00PM -0.47 6.47 13.91
Sheltered Sam 0/100 Bill Bernstein 0.00 Nov 06, 04:00PM 0.33 1.86 2.13
Conservative Income Charles Schwab -0.03 Nov 06, 04:00PM 0.31 2.12 3.05
Robo Advisor 10 Value Tilt Betterment -0.05 Nov 06, 04:00PM 0.58 2.52 3.90
Developed World ex-US 60/40 Momentum -0.06 Nov 06, 04:00PM 0.04 4.74 9.42
Sheltered Sam 10/90 Bill Bernstein -0.08 Nov 06, 04:00PM 0.38 2.50 3.60
All Country World Bonds -0.09 Nov 06, 04:00PM 0.96 2.87 3.95
Developed World ex-US 40/60 Momentum -0.11 Nov 06, 04:00PM 0.33 3.79 7.02
US Inflation Protection -0.13 Nov 06, 04:00PM 0.32 2.37 2.69
Sheltered Sam 20/80 Bill Bernstein -0.17 Nov 06, 04:00PM 0.43 3.13 5.08
High Yield Bonds Income The Lazy Team -0.17 Nov 06, 04:00PM 0.52 3.45 7.38
Cockroach Portfolio Tony Dong -0.18 Nov 06, 04:00PM 1.66 7.79 7.87
Robo Advisor 20 Value Tilt Betterment -0.19 Nov 06, 04:00PM 0.80 3.46 5.96
Edge Select Conservative Merrill Lynch -0.20 Nov 06, 04:00PM 0.70 3.42 6.38
Dimensional Retirement Income Fund DFA -0.20 Nov 04 0.47 3.04 6.01
Total Bond Developed World ex-US -0.20 Nov 06, 04:00PM 1.00 1.67 1.91
Aggressive Global Income The Lazy Team -0.23 Nov 06, 04:00PM -0.67 4.03 9.26
Larry Portfolio Larry Swedroe -0.24 Nov 06, 04:00PM 0.43 4.31 7.56
Sheltered Sam 30/70 Bill Bernstein -0.25 Nov 06, 04:00PM 0.48 3.76 6.57
LifeStrategy Income Fund Vanguard -0.29 Nov 06, 04:00PM 1.01 3.86 6.57
Eliminate Fat Tails Larry Swedroe -0.30 Nov 06, 04:00PM 0.74 4.53 8.42
Stocks/Bonds 20/80 -0.32 Nov 06, 04:00PM 0.94 3.98 7.23
Sheltered Sam 40/60 Bill Bernstein -0.33 Nov 06, 04:00PM 0.52 4.39 8.08
Developed World ex-US 20/80 -0.35 Nov 06, 04:00PM 1.18 3.33 5.11
Rob Arnott Portfolio Rob Arnott -0.36 Nov 06, 04:00PM 0.77 3.88 7.61
All Country World 20/80 -0.37 Nov 06, 04:00PM 1.19 4.08 7.39
Simple Money Portfolio Tim Maurer -0.39 Nov 06, 04:00PM 0.30 5.20 11.02
Paul Boyer Portfolio Paul Boyer -0.40 Nov 06, 04:00PM 1.88 10.36 12.68
Sheltered Sam 50/50 Bill Bernstein -0.42 Nov 06, 04:00PM 0.57 5.00 9.59
Big Rocks Portfolio Larry Swedroe -0.45 Nov 06, 04:00PM 0.24 4.97 10.74
Coffeehouse Bill Schultheis -0.48 Nov 06, 04:00PM 0.31 5.32 10.79
Ideal Index Frank Armstrong -0.48 Nov 06, 04:00PM 0.55 5.89 11.88
One-Decision Portfolio Marvin Appel -0.48 Nov 06, 04:00PM 0.12 3.75 8.76
Edge Select Moderately Conservative Merrill Lynch -0.48 Nov 06, 04:00PM 1.16 5.07 10.44
Dynamic 40/60 Income The Lazy Team -0.48 Nov 06, 04:00PM 0.79 3.77 9.49
Ultimate Buy&Hold FundAdvice -0.49 Nov 06, 04:00PM 0.24 5.16 10.96
Developed World ex-US 40/60 -0.49 Nov 06, 04:00PM 1.35 4.88 8.19
Seven Value Scott Burns -0.49 Nov 06, 04:00PM 0.23 4.46 10.40
Six Ways from Sunday Scott Burns -0.50 Nov 06, 04:00PM 0.32 4.29 9.99
Dynamic 60/40 Income The Lazy Team -0.50 Nov 06, 04:00PM -0.10 2.88 8.01
Sheltered Sam 60/40 Bill Bernstein -0.50 Nov 06, 04:00PM 0.62 5.62 11.12
Lifepath Fund iShares -0.51 Nov 06, 04:00PM 1.13 5.24 10.36
Aim comfortable trip Aim Ways -0.52 Nov 06, 04:00PM 1.51 7.80 11.78
Desert Portfolio Gyroscopic Investing -0.52 Nov 06, 04:00PM 1.42 6.20 10.31
PISI Portfolio Davide Pisicchio -0.53 Nov 06, 04:00PM 1.48 6.74 10.98
Simplified Permanent Portfolio The Lazy Team -0.54 Nov 06, 04:00PM 1.95 9.52 12.74
Stocks/Bonds 20/80 Momentum -0.54 Nov 06, 04:00PM 0.27 3.49 7.09
LifeStrategy Conservative Growth Vanguard -0.55 Nov 06, 04:00PM 1.29 5.16 10.17
Gold -0.56 Nov 06, 04:00PM 3.56 21.51 21.18
Global Market Portfolio Credit Suisse -0.56 Nov 06, 04:00PM 1.27 5.75 10.88
Nano Portfolio John Wasik -0.56 Nov 06, 04:00PM 0.43 4.61 9.08
Marc Faber Portfolio Marc Faber -0.57 Nov 06, 04:00PM 1.30 9.38 12.94
Coward's Portfolio Bill Bernstein -0.58 Nov 06, 04:00PM 0.78 5.53 11.61
Sheltered Sam 70/30 Bill Bernstein -0.59 Nov 06, 04:00PM 0.66 6.23 12.67
7Twelve Portfolio Craig Israelsen -0.59 Nov 06, 04:00PM 0.64 4.42 10.94
Five Asset Roger Gibson -0.60 Nov 06, 04:00PM 0.83 4.81 11.69
Robo Advisor 50 Value Tilt Betterment -0.60 Nov 06, 04:00PM 1.32 5.93 11.75
Sandwich Portfolio Bob Clyatt -0.62 Nov 06, 04:00PM 0.83 5.26 11.55
Margherita Portfolio Davide Pisicchio -0.62 Nov 06, 04:00PM 1.51 6.65 11.47
GAA Global Asset Allocation Mebane Faber -0.62 Nov 06, 04:00PM 1.42 6.40 11.51
Five Fold Scott Burns -0.63 Nov 06, 04:00PM 0.65 4.75 9.73
Developed World ex-US 60/40 -0.63 Nov 06, 04:00PM 1.50 6.33 11.17
Permanent Portfolio Harry Browne -0.64 Nov 06, 04:00PM 2.04 9.60 12.80
Pinwheel Tyler -0.65 Nov 06, 04:00PM 1.10 7.88 13.49
All Country World 40/60 -0.65 Nov 06, 04:00PM 1.41 5.25 10.88
Ulcer Free Strategy Aim Ways -0.65 Nov 06, 04:00PM 2.07 7.22 10.74
Tilt Toward Value Time Money Inc -0.66 Nov 06, 04:00PM 0.87 5.49 11.58
Desert Portfolio with Bitcoin Gyroscopic Investing -0.66 Nov 06, 09:57PM 1.24 5.58 10.16
All Weather Portfolio Ray Dalio -0.67 Nov 06, 04:00PM 1.74 6.80 10.93
Sheltered Sam 80/20 Bill Bernstein -0.67 Nov 06, 04:00PM 0.71 6.83 14.22
Edge Select Moderate Merrill Lynch -0.68 Nov 06, 04:00PM 1.37 6.16 13.55
Weird Portfolio Value Stock Geek -0.68 Nov 06, 04:00PM 0.49 8.93 13.10
Golden Butterfly Tyler -0.69 Nov 06, 04:00PM 1.60 9.71 14.09
Ivy Portfolio Mebane Faber -0.69 Nov 06, 04:00PM 0.71 4.86 11.90
Stocks/Bonds 40/60 -0.69 Nov 06, 04:00PM 1.27 5.06 11.12
Four Square Scott Burns -0.69 Nov 06, 04:00PM 1.37 5.63 11.40
Talmud Portfolio Roger Gibson -0.71 Nov 06, 04:00PM 0.18 4.10 9.69
Simple and Cheap Time Money Inc -0.71 Nov 06, 04:00PM 1.11 5.67 12.03
Late Sixties and Beyond Burton Malkiel -0.72 Nov 06, 04:00PM 0.96 5.97 13.21
Sheltered Sam 90/10 Bill Bernstein -0.76 Nov 06, 04:00PM 0.75 7.44 15.79
Andrew Tobias Portfolio Andrew Tobias -0.76 Nov 06, 04:00PM 1.27 6.02 12.69
Gone Fishin' Portfolio Alexander Green -0.76 Nov 06, 04:00PM 1.38 7.88 15.36
Lazy Portfolio David Swensen -0.77 Nov 06, 04:00PM 0.83 5.64 12.27
Gold Pivot Ptf Aim Ways -0.77 Nov 06, 04:00PM 2.36 10.77 14.15
Permanent Portfolio with Bitcoin Harry Browne -0.77 Nov 06, 09:57PM 1.87 8.98 12.67
Developed World ex-US 80/20 -0.78 Nov 06, 04:00PM 1.64 7.70 14.04
No Brainer Portfolio Bill Bernstein -0.78 Nov 06, 04:00PM 1.02 6.79 15.40
Yale Endowment David Swensen -0.81 Nov 06, 04:00PM 0.83 5.54 12.09
All Weather Portfolio with Bitcoin Ray Dalio -0.81 Nov 06, 09:57PM 1.59 6.39 10.91
LifeStrategy Moderate Growth Vanguard -0.82 Nov 06, 04:00PM 1.55 6.41 13.81
Four Seasons Portfolio Davide Pisicchio -0.82 Nov 06, 04:00PM 1.68 7.24 13.56
Stocks/Bonds 40/60 ESG -0.82 Nov 06, 04:00PM 1.42 5.30 11.69
In Saecula Saeculorum Fulvio Marchese -0.82 Nov 06, 04:00PM 1.64 7.36 14.07
Stocks/Bonds 40/60 with Bitcoin -0.83 Nov 06, 09:57PM 1.15 4.81 11.19
Golden Butterfly with Bitcoin Tyler -0.83 Nov 06, 09:57PM 1.43 9.08 13.95
Sheltered Sam 100/0 Bill Bernstein -0.84 Nov 06, 04:00PM 0.79 8.03 17.38
Ultimate Buy and Hold Strategy Paul Merriman -0.84 Nov 06, 04:00PM 0.26 7.23 16.94
Family Taxable Portfolio Ted Aronson -0.85 Nov 06, 04:00PM 1.66 7.82 16.07
Odd-Stats Strategy Aim Ways -0.86 Nov 06, 04:00PM 1.39 6.32 10.56
Margaritaville Scott Burns -0.87 Nov 06, 04:00PM 1.49 6.87 14.62
Gretchen Tai Portfolio Gretchen Tai -0.87 Nov 06, 04:00PM 1.50 7.26 15.15
Mid-Fifties Burton Malkiel -0.87 Nov 06, 04:00PM 1.29 6.97 15.48
European Stocks -0.88 Nov 06, 04:00PM 0.63 6.43 12.05
Long Term Portfolio Ben Stein -0.89 Nov 06, 04:00PM 1.14 6.86 15.12
US Stocks Minimum Volatility -0.90 Nov 06, 04:00PM -2.06 1.01 1.44
Edge Select Moderately Aggressive Merrill Lynch -0.91 Nov 06, 04:00PM 1.67 7.18 16.63
Developed World ex-US Stocks -0.92 Nov 06, 04:00PM 1.77 8.99 16.81
Cape US Sector Value Robert Shiller -0.92 Nov 06, 03:57PM -3.07 0.35 5.33
Shield Strategy Aim Ways -0.92 Nov 06, 04:00PM 2.14 9.42 15.84
All Country World 60/40 -0.93 Nov 06, 04:00PM 1.63 6.39 14.40
Golden Ratio Portfolio Frank Vasquez -0.93 Nov 06, 04:00PM 1.66 9.44 15.48
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.95 Nov 06, 04:00PM 1.20 6.11 13.81
Robo Advisor 80 Value Tilt Betterment -0.95 Nov 06, 04:00PM 1.58 7.77 16.99
Capricciosa Portfolio Davide Pisicchio -0.96 Nov 06, 04:00PM 1.67 6.74 14.60
Couch Potato Scott Burns -0.96 Nov 06, 04:00PM 1.30 5.32 12.65
US Stocks Value -0.97 Nov 06, 04:00PM 1.08 6.41 14.85
Late Thirties to Early Forties Burton Malkiel -0.98 Nov 06, 04:00PM 1.51 7.53 16.86
Mid-Twenties Burton Malkiel -1.02 Nov 06, 04:00PM 1.58 7.75 17.36
Perfect Portfolio Ben Stein -1.02 Nov 06, 04:00PM 1.69 7.26 17.02
US Stocks Equal Weight -1.03 Nov 06, 04:00PM -0.93 2.79 12.05
Core Four Rick Ferri -1.04 Nov 06, 04:00PM 1.46 7.01 16.35
Robo Advisor 90 Value Tilt Betterment -1.06 Nov 06, 04:00PM 1.63 8.31 18.63
Stocks/Bonds 60/40 -1.06 Nov 06, 04:00PM 1.60 6.12 15.15
Emerging Markets Stocks -1.07 Nov 06, 04:00PM 3.56 13.88 27.60
Robo Advisor 100 Value Tilt Betterment -1.07 Nov 06, 04:00PM 1.53 8.54 19.19
Desert Portfolio 2x Leveraged Gyroscopic Investing -1.08 Nov 06, 04:00PM 2.72 12.97 18.92
LifeStrategy Growth Fund Vanguard -1.08 Nov 06, 04:00PM 1.80 7.62 17.48
Three Funds Bogleheads -1.09 Nov 06, 04:00PM 1.79 7.65 17.67
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -1.10 Nov 06, 04:00PM 3.45 19.21 23.32
Edge Select Aggressive Merrill Lynch -1.10 Nov 06, 04:00PM 1.88 8.09 19.35
Four Funds Bogleheads -1.10 Nov 06, 04:00PM 1.76 7.60 17.57
Robust Alpha Architect -1.11 Nov 06, 04:00PM -0.46 4.50 13.19
Stocks/Bonds 40/60 Momentum -1.12 Nov 06, 04:00PM -0.04 4.06 10.74
Stocks/Bonds 60/40 with Bitcoin -1.20 Nov 06, 09:57PM 1.48 5.86 15.22
All Country World 80/20 -1.21 Nov 06, 04:00PM 1.83 7.50 17.97
All Weather Portfolio 2x Leveraged Ray Dalio -1.21 Nov 06, 04:00PM 2.74 13.12 19.28
Pepperoni Portfolio Davide Pisicchio -1.22 Nov 06, 04:00PM 1.95 6.54 16.37
Dedalo Eleven Dedalo Invest -1.22 Nov 06, 04:00PM 2.06 7.86 18.38
Stocks/Bonds 60/40 ESG -1.23 Nov 06, 04:00PM 1.78 6.45 15.98
Second Grader's Starter Paul Farrell -1.27 Nov 06, 04:00PM 1.93 8.15 19.70
Stocks/Bonds 40/60 2x Leveraged -1.31 Nov 06, 04:00PM 2.36 9.11 18.41
Simple Path to Wealth JL Collins -1.34 Nov 06, 04:00PM 1.83 6.90 18.27
Dedalo Four Dedalo Invest -1.40 Nov 06, 04:00PM 1.94 7.06 18.58
Stocks/Bonds 80/20 -1.43 Nov 06, 04:00PM 1.91 7.16 19.33
Talmud Portfolio 2x Leveraged Roger Gibson -1.48 Nov 06, 04:00PM -0.10 6.06 13.87
All Country World Stocks -1.49 Nov 06, 04:00PM 2.02 8.58 21.57
Golden Butterfly 2x Leveraged Tyler -1.52 Nov 06, 04:00PM 2.48 18.18 24.67
US Stocks Quality -1.54 Nov 06, 04:00PM 0.93 6.88 16.44
Warren Buffett Portfolio Warren Buffett -1.64 Nov 06, 04:00PM 2.30 7.68 21.89
Stocks/Bonds 60/40 Momentum -1.70 Nov 06, 04:00PM -0.34 4.60 14.40
Dedalo Three Dedalo Invest -1.71 Nov 06, 04:00PM 2.15 8.31 23.01
US Stocks -1.80 Nov 06, 04:00PM 2.21 8.19 23.66
Diavola Portfolio Davide Pisicchio -1.85 Nov 06, 04:00PM 2.71 8.43 23.51
Stocks/Bonds 60/40 2x Leveraged -2.05 Nov 06, 04:00PM 2.97 11.12 27.27
US Stocks ESG -2.05 Nov 06, 04:00PM 2.48 8.69 25.08
Stocks/Bonds 80/20 Momentum -2.28 Nov 06, 04:00PM -0.61 5.12 18.09
Technology -2.77 Nov 06, 04:00PM 4.78 11.47 32.61
US Stocks Momentum -2.87 Nov 06, 04:00PM -0.87 5.61 21.81
Ark Tech Portfolio Cathie Wood -8.80 Nov 06, 04:00PM 6.51 21.31 66.36