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
BIL
US Cash 0.34 0.93 1.78
BND
US Total Bond Market -1.28 -0.74 -0.75
BNDX
International Bonds -1.14 0.12 -0.29
CWB
US Convertible Bonds -5.46 1.16 9.82
DBC
Commodities 10.47 -5.31 20.55
EEM
Emerging Markets -6.31 0.68 9.01
EFA
EAFE Stocks 1.64 4.82 6.46
EMB
Emerg. Market Bonds -1.44 0.07 0.59
GLD
Gold 0.86 -12.30 -16.50
HYG
US High Yield Bonds -0.15 0.37 0.92
IJH
US Mid Cap Blend -2.39 3.69 10.14
IJR
US Small Cap Blend -1.92 6.42 15.04
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
PFF
US Preferred Stocks 0.40 -1.80 -1.44
QQQ
US Technology -6.57 3.15 10.89
SPY
US Large Cap Blend 0.03 4.22 8.53
TIP
US TIPS -0.68 -0.95 0.02
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
VNQ
US REITs 2.61 3.63 11.11
VT
World All Countries -0.69 3.45 7.80
VTI
US Total Stock Market -0.49 4.26 8.77
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
Swipe left to see all data
Return (%) as of Jul 26
Portfolio Author 1M 3M 6M
Perfect Portfolio Ben Stein -0.44 2.74 7.63
Sheltered Sam 60/40 Bill Bernstein 0.00 2.72 5.96
Long Term Portfolio Ben Stein -0.27 3.43 7.63
Stocks/Bonds 80/20 Momentum -10.86 4.47 13.76
Weird Portfolio Value Stock Geek 0.13 -0.69 1.41
PISI Portfolio Davide Pisicchio -0.98 -0.65 0.04
Cockroach Portfolio Tony Dong 0.42 -1.27 -1.24
JP Morgan Balanced Portfolio JP Morgan 0.09 2.21 6.71
Ivy Portfolio Mebane Faber 2.63 0.13 10.69
Core Four Rick Ferri -0.53 2.92 6.71
Robust Alpha Architect -2.35 2.57 11.73
Edge Select Moderately Conservative Merrill Lynch -1.14 1.08 2.77
European Stocks 2.32 5.38 5.43
Sandwich Portfolio Bob Clyatt -0.56 1.84 4.75
Robo Advisor 10 Value Tilt Betterment -0.17 0.59 1.26
Mid-Twenties Burton Malkiel -0.92 3.14 7.49
Stocks/Bonds 80/20 -0.64 3.30 6.88
GAA Global Asset Allocation Mebane Faber -0.78 -0.28 3.12
Stocks/Bonds 40/60 with Bitcoin -0.84 0.99 2.65
Stocks/Bonds 60/40 Momentum -8.89 3.26 10.17
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -1.74 -6.43 -9.06
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.42 2.52 5.99
Nano Portfolio John Wasik 0.41 2.28 5.17
Sheltered Sam 30/70 Bill Bernstein -0.09 1.30 3.18
Seven Value Scott Burns 1.92 2.48 8.27
US Stocks Value 1.94 4.08 7.56
In Saecula Saeculorum Fulvio Marchese -0.74 0.31 1.67
Capricciosa Portfolio Davide Pisicchio -0.79 1.38 3.72
US Stocks -0.49 4.26 8.77
Emerging Markets Stocks -6.31 0.68 9.01
Four Funds Bogleheads -0.77 2.86 6.51
Ideal Index Frank Armstrong -0.30 3.22 7.23
Edge Select Aggressive Merrill Lynch -1.27 3.06 7.22
Margaritaville Scott Burns -0.75 2.13 5.42
Simple Money Portfolio Tim Maurer 0.83 2.97 5.60
Robo Advisor 100 Value Tilt Betterment -0.46 4.27 8.91
Dynamic 40/60 Income The Lazy Team -0.31 0.67 1.88
Developed World ex-US 60/40 -0.98 2.03 4.43
All Country World 60/40 -0.90 2.01 4.58
Stocks/Bonds 60/40 ESG -0.62 2.83 5.06
Developed World ex-US 60/40 Momentum -1.80 1.04 2.38
Talmud Portfolio 2x Leveraged Roger Gibson 0.21 2.07 8.82
LifeStrategy Conservative Growth Vanguard -1.02 1.26 2.95
Ark Tech Portfolio Cathie Wood -9.69 2.94 3.86
Sheltered Sam 80/20 Bill Bernstein 0.06 3.63 7.76
Sheltered Sam 0/100 Bill Bernstein -0.18 -0.20 0.34
Tilt Toward Value Time Money Inc -0.47 2.36 5.42
Dedalo Four Dedalo Invest -0.66 3.27 6.73
Ulcer Free Strategy Aim Ways -2.43 -1.24 0.09
Berkshire Hathaway Warren Buffett 2.37 7.68 6.10
Moderate Portfolio Lyn Alden -0.94 2.08 5.40
Gold 0.86 -12.30 -16.50
Stocks/Bonds 60/40 -0.79 2.33 4.99
Warren Buffett Portfolio Warren Buffett -0.07 3.93 7.75
Simple Path to Wealth JL Collins -0.68 3.06 6.41
Robo Advisor 80 Value Tilt Betterment -1.19 3.02 7.33
Second Grader's Starter Paul Farrell -0.75 3.36 7.37
Family Taxable Portfolio Ted Aronson -2.50 2.39 7.29
Late Thirties to Early Forties Burton Malkiel -0.84 3.11 7.30
High Yield Bonds Income The Lazy Team -1.43 -0.33 -0.12
Total Bond US -1.28 -0.74 -0.75
All Country World Bonds -1.25 -0.32 -0.39
US Stocks ESG -0.17 5.19 9.06
All Weather Portfolio 2x Leveraged Ray Dalio -1.87 -3.06 -0.36
Desert Portfolio 2x Leveraged Gyroscopic Investing -2.12 -2.48 -2.90
Global Market Portfolio Credit Suisse -1.69 0.86 2.94
Sheltered Sam 50/50 Bill Bernstein -0.03 2.25 5.04
Four Square Scott Burns -0.85 1.63 3.99
Stocks/Bonds 20/80 Momentum -4.16 0.66 2.92
Gold Pivot Ptf Aim Ways -1.25 -3.47 -4.08
Diavola Portfolio Davide Pisicchio -2.10 3.55 8.41
Couch Potato Scott Burns -0.59 1.71 4.42
Coffeehouse Bill Schultheis -0.50 2.81 6.44
Edge Select Moderate Merrill Lynch -1.22 1.74 4.30
Larry Portfolio Larry Swedroe -0.79 0.70 2.57
7Twelve Portfolio Craig Israelsen 1.75 0.45 9.60
Robo Advisor 20 Value Tilt Betterment -0.41 0.94 2.03
Andrew Tobias Portfolio Andrew Tobias 0.44 3.18 5.30
Stocks/Bonds 20/80 -1.11 0.31 1.17
All Country World Stocks -0.69 3.45 7.80
All Weather Portfolio with Bitcoin Ray Dalio -1.05 -1.44 1.07
Stocks/Bonds 40/60 Momentum -6.67 1.99 6.56
Stocks/Bonds 60/40 2x Leveraged -1.60 2.86 6.29
Marc Faber Portfolio Marc Faber 0.18 -1.48 0.16
Sheltered Sam 100/0 Bill Bernstein 0.11 4.51 9.54
Sheltered Sam 20/80 Bill Bernstein -0.12 0.80 2.24
Eliminate Fat Tails Larry Swedroe -1.54 1.15 4.37
Aim comfortable trip Aim Ways -0.23 0.29 1.36
Four Seasons Portfolio Davide Pisicchio -0.74 0.27 1.93
All Weather Portfolio Ray Dalio -1.01 -1.33 1.46
Short Term Treasury 0.16 0.30 0.55
Lazy Portfolio David Swensen -0.32 2.29 6.35
Five Asset Roger Gibson 2.22 0.67 9.59
Rob Arnott Portfolio Rob Arnott 0.19 -0.17 4.18
Pinwheel Tyler -0.18 1.36 4.46
Robo Advisor 0 Betterment 0.11 0.25 0.50
Big Rocks Portfolio Larry Swedroe 0.28 3.15 6.62
Dynamic 60/40 Income The Lazy Team 0.53 1.41 4.00
Developed World ex-US 40/60 -1.03 1.42 2.89
All Country World 40/60 -1.02 1.25 2.94
Stocks/Bonds 40/60 ESG -0.86 1.62 3.06
Developed World ex-US 40/60 Momentum -1.59 0.74 1.51
Golden Butterfly 2x Leveraged Tyler -2.52 -2.36 -1.60
LifeStrategy Moderate Growth Vanguard -0.92 2.09 4.70
US Stocks Equal Weight 1.05 6.10 9.43
Sheltered Sam 70/30 Bill Bernstein 0.03 3.18 6.86
Six Ways from Sunday Scott Burns 2.10 1.75 7.77
Gretchen Tai Portfolio Gretchen Tai -1.35 2.25 6.09
Dedalo Eleven Dedalo Invest -1.10 2.95 6.80
US Stocks Quality -0.05 6.01 8.77
Odd-Stats Strategy Aim Ways -1.59 0.20 1.95
Golden Ratio Portfolio Frank Vasquez -1.22 -0.68 1.14
Conservative Portfolio Lyn Alden -0.13 1.63 4.40
10-year Treasury -1.39 -1.16 -1.22
Stocks/Bonds 40/60 -0.95 1.33 3.08
Developed World ex-US Stocks -0.88 3.19 7.42
Edge Select Conservative Merrill Lynch -0.67 0.94 2.09
Golden Butterfly Tyler -0.90 -0.91 0.24
Talmud Portfolio Roger Gibson 0.33 2.45 6.42
Technology -6.57 3.15 10.89
Mid-Fifties Burton Malkiel -0.69 2.96 6.92
Paul Boyer Portfolio Paul Boyer -2.08 -2.75 -2.06
Total Bond Developed World ex-US -1.14 0.12 -0.29
Stocks/Bonds 60/40 with Bitcoin -0.69 2.00 4.56
US Stocks Momentum -12.61 5.61 17.31
Simplified Permanent Portfolio The Lazy Team -0.63 -2.66 -2.91
Cape US Sector Value Robert Shiller 1.40 1.30 0.07
One-Decision Portfolio Marvin Appel 0.16 2.24 5.49
Sheltered Sam 40/60 Bill Bernstein -0.06 1.78 4.12
Five Fold Scott Burns -0.13 2.05 5.42
US Stocks Minimum Volatility 1.52 3.80 3.84
Shield Strategy Aim Ways -1.53 -1.28 -0.40
Pepperoni Portfolio Davide Pisicchio -1.43 2.39 5.83
Ultimate Buy&Hold FundAdvice 0.10 2.37 5.58
Three Funds Bogleheads -0.82 2.88 6.44
Dimensional Retirement Income Fund DFA -0.33 0.41 2.10
Edge Select Moderately Aggressive Merrill Lynch -1.22 2.40 5.74
Coward's Portfolio Bill Bernstein -0.47 2.98 6.58
Conservative Income Charles Schwab -0.47 0.00 0.77
Robo Advisor 50 Value Tilt Betterment -0.91 2.01 4.42
Gone Fishin' Portfolio Alexander Green -1.59 1.71 5.48
Developed World ex-US 80/20 -0.93 2.62 5.94
All Country World 80/20 -0.80 2.74 6.19
Permanent Portfolio with Bitcoin Harry Browne -0.89 -2.60 -2.73
Developed World ex-US Stocks Momentum -2.19 1.61 4.07
Stocks/Bonds 40/60 2x Leveraged -2.17 0.86 2.65
LifeStrategy Income Fund Vanguard -1.13 0.40 1.18
Sheltered Sam 90/10 Bill Bernstein 0.08 4.08 8.66
Sheltered Sam 10/90 Bill Bernstein -0.15 0.30 1.30
Simple and Cheap Time Money Inc -0.58 2.07 4.99
Dedalo Three Dedalo Invest -0.55 4.02 8.47
US Cash 0.34 0.93 1.78
Margherita Portfolio Davide Pisicchio -0.75 -0.22 0.99
Aggressive Portfolio Lyn Alden -0.64 2.54 6.26
Permanent Portfolio Harry Browne -0.97 -2.55 -2.73
No Brainer Portfolio Bill Bernstein -0.79 3.56 7.93
Yale Endowment David Swensen -0.29 2.34 6.38
Lifepath Fund iShares -0.94 1.25 3.24
Robo Advisor 90 Value Tilt Betterment -1.15 3.43 8.27
Ultimate Buy and Hold Strategy Paul Merriman 0.30 4.07 9.29
Desert Portfolio Gyroscopic Investing -0.39 -0.29 0.44
Late Sixties and Beyond Burton Malkiel -0.39 2.75 6.31
Aggressive Global Income The Lazy Team 1.93 3.58 8.26
Developed World ex-US 20/80 -1.08 0.78 1.32
All Country World 20/80 -1.13 0.48 1.28
Golden Butterfly with Bitcoin Tyler -0.83 -0.96 0.25
US Inflation Protection -0.68 -0.95 0.02
Desert Portfolio with Bitcoin Gyroscopic Investing -0.31 -0.34 0.45
LifeStrategy Growth Fund Vanguard -0.82 2.90 6.43