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
QQQ
US Technology -6.57 3.15 10.89
DBC
Commodities 10.47 -5.31 20.55
VT
World All Countries -0.69 3.45 7.80
VTI
US Total Stock Market -0.49 4.26 8.77
SPY
US Large Cap Blend 0.03 4.22 8.53
EFA
EAFE Stocks 1.64 4.82 6.46
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
CWB
US Convertible Bonds -5.46 1.16 9.82
PFF
US Preferred Stocks 0.40 -1.80 -1.44
EMB
Emerg. Market Bonds -1.44 0.07 0.59
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
HYG
US High Yield Bonds -0.15 0.37 0.92
IJR
US Small Cap Blend -1.92 6.42 15.04
BND
US Total Bond Market -1.28 -0.74 -0.75
TIP
US TIPS -0.68 -0.95 0.02
BIL
US Cash 0.34 0.93 1.78
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 17.86 Aug 28 -9.69 2.94 3.86
Gold 13.02 Aug 28 0.86 -12.30 -16.50
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 9.00 Aug 28 -1.74 -6.43 -9.06
Golden Butterfly 2x Leveraged Tyler 7.51 Aug 28 -2.52 -2.36 -1.60
All Weather Portfolio 2x Leveraged Ray Dalio 6.58 Aug 28 -1.87 -3.06 -0.36
Emerging Markets Stocks 5.70 Aug 28 -6.31 0.68 9.01
Gold Pivot Ptf Aim Ways 5.65 Aug 28 -1.25 -3.47 -4.08
Desert Portfolio 2x Leveraged Gyroscopic Investing 5.42 Aug 28 -2.12 -2.48 -2.90
Technology 5.19 Aug 28 -6.57 3.15 10.89
Permanent Portfolio with Bitcoin Harry Browne 5.03 Aug 28 -0.89 -2.60 -2.73
Permanent Portfolio Harry Browne 4.75 Aug 28 -0.97 -2.55 -2.73
Shield Strategy Aim Ways 4.70 Aug 28 -1.53 -1.28 -0.40
Stocks/Bonds 60/40 2x Leveraged 4.68 Aug 28 -1.60 2.86 6.29
Paul Boyer Portfolio Paul Boyer 4.62 Aug 28 -2.08 -2.75 -2.06
Simplified Permanent Portfolio The Lazy Team 4.51 Aug 28 -0.63 -2.66 -2.91
Golden Butterfly with Bitcoin Tyler 4.41 Aug 28 -0.83 -0.96 0.25
US Stocks Minimum Volatility 4.28 Aug 28 1.52 3.80 3.84
Marc Faber Portfolio Marc Faber 4.28 Aug 28 0.18 -1.48 0.16
Developed World ex-US Stocks 4.21 Aug 28 -0.88 3.19 7.42
US Stocks ESG 4.20 Aug 28 -0.17 5.19 9.06
Golden Ratio Portfolio Frank Vasquez 4.16 Aug 28 -1.22 -0.68 1.14
Golden Butterfly Tyler 4.13 Aug 28 -0.90 -0.91 0.24
All Country World Stocks 4.02 Aug 28 -0.69 3.45 7.80
Weird Portfolio Value Stock Geek 3.98 Aug 28 0.13 -0.69 1.41
Dedalo Three Dedalo Invest 3.85 Aug 28 -0.55 4.02 8.47
Diavola Portfolio Davide Pisicchio 3.78 Aug 28 -2.10 3.55 8.41
US Stocks 3.77 Aug 28 -0.49 4.26 8.77
All Weather Portfolio with Bitcoin Ray Dalio 3.66 Aug 28 -1.05 -1.44 1.07
Warren Buffett Portfolio Warren Buffett 3.56 Aug 28 -0.07 3.93 7.75
Second Grader's Starter Paul Farrell 3.50 Aug 28 -0.75 3.36 7.37
Robo Advisor 90 Value Tilt Betterment 3.48 Aug 28 -1.15 3.43 8.27
Stocks/Bonds 40/60 2x Leveraged 3.45 Aug 28 -2.17 0.86 2.65
Edge Select Aggressive Merrill Lynch 3.45 Aug 28 -1.27 3.06 7.22
Aggressive Portfolio Lyn Alden 3.40 Aug 28 -0.64 2.54 6.26
Developed World ex-US 80/20 3.38 Aug 28 -0.93 2.62 5.94
Robo Advisor 100 Value Tilt Betterment 3.36 Aug 28 -0.46 4.27 8.91
Cockroach Portfolio Tony Dong 3.34 Aug 28 0.42 -1.27 -1.24
All Country World 80/20 3.33 Aug 28 -0.80 2.74 6.19
In Saecula Saeculorum Fulvio Marchese 3.30 Aug 28 -0.74 0.31 1.67
All Weather Portfolio Ray Dalio 3.30 Aug 28 -1.01 -1.33 1.46
Moderate Portfolio Lyn Alden 3.29 Aug 28 -0.94 2.08 5.40
Aim comfortable trip Aim Ways 3.23 Aug 28 -0.23 0.29 1.36
Perfect Portfolio Ben Stein 3.23 Aug 28 -0.44 2.74 7.63
Three Funds Bogleheads 3.21 Aug 28 -0.82 2.88 6.44
Dedalo Eleven Dedalo Invest 3.20 Aug 28 -1.10 2.95 6.80
Stocks/Bonds 80/20 3.18 Aug 28 -0.64 3.30 6.88
Four Funds Bogleheads 3.18 Aug 28 -0.77 2.86 6.51
LifeStrategy Growth Fund Vanguard 3.16 Aug 28 -0.82 2.90 6.43
Robo Advisor 80 Value Tilt Betterment 3.16 Aug 28 -1.19 3.02 7.33
Odd-Stats Strategy Aim Ways 3.12 Aug 28 -1.59 0.20 1.95
Dedalo Four Dedalo Invest 3.09 Aug 28 -0.66 3.27 6.73
Four Seasons Portfolio Davide Pisicchio 3.09 Aug 28 -0.74 0.27 1.93
Gone Fishin' Portfolio Alexander Green 3.08 Aug 28 -1.59 1.71 5.48
Stocks/Bonds 60/40 with Bitcoin 3.08 Aug 28 -0.69 2.00 4.56
Developed World ex-US Stocks Momentum 3.03 Aug 28 -2.19 1.61 4.07
Simple Path to Wealth JL Collins 3.03 Aug 28 -0.68 3.06 6.41
Edge Select Moderately Aggressive Merrill Lynch 3.00 Aug 28 -1.22 2.40 5.74
US Stocks Equal Weight 2.99 Aug 28 1.05 6.10 9.43
Family Taxable Portfolio Ted Aronson 2.95 Aug 28 -2.50 2.39 7.29
Pinwheel Tyler 2.93 Aug 28 -0.18 1.36 4.46
Sheltered Sam 100/0 Bill Bernstein 2.93 Aug 28 0.11 4.51 9.54
Desert Portfolio with Bitcoin Gyroscopic Investing 2.92 Aug 28 -0.31 -0.34 0.45
Mid-Twenties Burton Malkiel 2.92 Aug 28 -0.92 3.14 7.49
Conservative Portfolio Lyn Alden 2.89 Aug 28 -0.13 1.63 4.40
Stocks/Bonds 60/40 ESG 2.86 Aug 28 -0.62 2.83 5.06
Gretchen Tai Portfolio Gretchen Tai 2.85 Aug 28 -1.35 2.25 6.09
PISI Portfolio Davide Pisicchio 2.84 Aug 28 -0.98 -0.65 0.04
GAA Global Asset Allocation Mebane Faber 2.83 Aug 28 -0.78 -0.28 3.12
Core Four Rick Ferri 2.82 Aug 28 -0.53 2.92 6.71
Late Thirties to Early Forties Burton Malkiel 2.80 Aug 28 -0.84 3.11 7.30
Capricciosa Portfolio Davide Pisicchio 2.79 Aug 28 -0.79 1.38 3.72
Ultimate Buy and Hold Strategy Paul Merriman 2.76 Aug 28 0.30 4.07 9.29
Margherita Portfolio Davide Pisicchio 2.74 Aug 28 -0.75 -0.22 0.99
Margaritaville Scott Burns 2.72 Aug 28 -0.75 2.13 5.42
US Stocks Quality 2.71 Aug 28 -0.05 6.01 8.77
Sheltered Sam 90/10 Bill Bernstein 2.67 Aug 28 0.08 4.08 8.66
All Country World 60/40 2.64 Aug 28 -0.90 2.01 4.58
Desert Portfolio Gyroscopic Investing 2.64 Aug 28 -0.39 -0.29 0.44
Pepperoni Portfolio Davide Pisicchio 2.61 Aug 28 -1.43 2.39 5.83
Stocks/Bonds 60/40 2.58 Aug 28 -0.79 2.33 4.99
Ulcer Free Strategy Aim Ways 2.58 Aug 28 -2.43 -1.24 0.09
Developed World ex-US 60/40 2.55 Aug 28 -0.98 2.03 4.43
US Stocks Value 2.54 Aug 28 1.94 4.08 7.56
LifeStrategy Moderate Growth Vanguard 2.52 Aug 28 -0.92 2.09 4.70
Stocks/Bonds 40/60 with Bitcoin 2.48 Aug 28 -0.84 0.99 2.65
Mid-Fifties Burton Malkiel 2.48 Aug 28 -0.69 2.96 6.92
Jane Bryant Quinn Portfolio Jane Bryant Quinn 2.46 Aug 28 -0.42 2.52 5.99
Edge Select Moderate Merrill Lynch 2.44 Aug 28 -1.22 1.74 4.30
Sheltered Sam 80/20 Bill Bernstein 2.42 Aug 28 0.06 3.63 7.76
Five Asset Roger Gibson 2.41 Aug 28 2.22 0.67 9.59
Ivy Portfolio Mebane Faber 2.36 Aug 28 2.63 0.13 10.69
Long Term Portfolio Ben Stein 2.35 Aug 28 -0.27 3.43 7.63
Andrew Tobias Portfolio Andrew Tobias 2.24 Aug 28 0.44 3.18 5.30
No Brainer Portfolio Bill Bernstein 2.22 Aug 28 -0.79 3.56 7.93
Stocks/Bonds 40/60 ESG 2.20 Aug 28 -0.86 1.62 3.06
Sheltered Sam 70/30 Bill Bernstein 2.16 Aug 28 0.03 3.18 6.86
JP Morgan Balanced Portfolio JP Morgan 2.15 Aug 28 0.09 2.21 6.71
Couch Potato Scott Burns 2.14 Aug 28 -0.59 1.71 4.42
Global Market Portfolio Credit Suisse 2.09 Aug 28 -1.69 0.86 2.94
European Stocks 2.08 Aug 28 2.32 5.38 5.43
Seven Value Scott Burns 2.07 Aug 28 1.92 2.48 8.27
Simple and Cheap Time Money Inc 2.05 Aug 28 -0.58 2.07 4.99
Four Square Scott Burns 2.05 Aug 28 -0.85 1.63 3.99
7Twelve Portfolio Craig Israelsen 2.05 Aug 28 1.75 0.45 9.60
Robo Advisor 50 Value Tilt Betterment 1.99 Aug 28 -0.91 2.01 4.42
Stocks/Bonds 40/60 1.99 Aug 28 -0.95 1.33 3.08
Late Sixties and Beyond Burton Malkiel 1.98 Aug 28 -0.39 2.75 6.31
Talmud Portfolio 2x Leveraged Roger Gibson 1.97 Aug 28 0.21 2.07 8.82
Yale Endowment David Swensen 1.97 Aug 28 -0.29 2.34 6.38
Six Ways from Sunday Scott Burns 1.97 Aug 28 2.10 1.75 7.77
All Country World 40/60 1.96 Aug 28 -1.02 1.25 2.94
Sandwich Portfolio Bob Clyatt 1.95 Aug 28 -0.56 1.84 4.75
Lazy Portfolio David Swensen 1.92 Aug 28 -0.32 2.29 6.35
Sheltered Sam 60/40 Bill Bernstein 1.90 Aug 28 0.00 2.72 5.96
Edge Select Moderately Conservative Merrill Lynch 1.90 Aug 28 -1.14 1.08 2.77
Tilt Toward Value Time Money Inc 1.88 Aug 28 -0.47 2.36 5.42
Lifepath Fund iShares 1.87 Aug 28 -0.94 1.25 3.24
LifeStrategy Conservative Growth Vanguard 1.87 Aug 28 -1.02 1.26 2.95
Coward's Portfolio Bill Bernstein 1.85 Aug 28 -0.47 2.98 6.58
Developed World ex-US 60/40 Momentum 1.84 Aug 28 -1.80 1.04 2.38
Ideal Index Frank Armstrong 1.84 Aug 28 -0.30 3.22 7.23
Ultimate Buy&Hold FundAdvice 1.79 Aug 28 0.10 2.37 5.58
Developed World ex-US 40/60 1.72 Aug 28 -1.03 1.42 2.89
Simple Money Portfolio Tim Maurer 1.69 Aug 28 0.83 2.97 5.60
Sheltered Sam 50/50 Bill Bernstein 1.65 Aug 28 -0.03 2.25 5.04
Rob Arnott Portfolio Rob Arnott 1.61 Aug 28 0.19 -0.17 4.18
Coffeehouse Bill Schultheis 1.51 Aug 28 -0.50 2.81 6.44
Robust Alpha Architect 1.51 Aug 28 -2.35 2.57 11.73
Big Rocks Portfolio Larry Swedroe 1.49 Aug 28 0.28 3.15 6.62
Dynamic 40/60 Income The Lazy Team 1.49 Aug 28 -0.31 0.67 1.88
Five Fold Scott Burns 1.44 Aug 28 -0.13 2.05 5.42
Stocks/Bonds 20/80 1.40 Aug 28 -1.11 0.31 1.17
Sheltered Sam 40/60 Bill Bernstein 1.39 Aug 28 -0.06 1.78 4.12
Nano Portfolio John Wasik 1.34 Aug 28 0.41 2.28 5.17
All Country World 20/80 1.27 Aug 28 -1.13 0.48 1.28
Eliminate Fat Tails Larry Swedroe 1.25 Aug 28 -1.54 1.15 4.37
Developed World ex-US 40/60 Momentum 1.25 Aug 28 -1.59 0.74 1.51
LifeStrategy Income Fund Vanguard 1.22 Aug 28 -1.13 0.40 1.18
Larry Portfolio Larry Swedroe 1.22 Aug 28 -0.79 0.70 2.57
US Stocks Momentum 1.20 Aug 28 -12.61 5.61 17.31
High Yield Bonds Income The Lazy Team 1.19 Aug 28 -1.43 -0.33 -0.12
Talmud Portfolio Roger Gibson 1.19 Aug 28 0.33 2.45 6.42
Sheltered Sam 30/70 Bill Bernstein 1.14 Aug 28 -0.09 1.30 3.18
Cape US Sector Value Robert Shiller 1.13 Aug 28 1.40 1.30 0.07
Stocks/Bonds 80/20 Momentum 1.12 Aug 28 -10.86 4.47 13.76
Edge Select Conservative Merrill Lynch 1.12 Aug 28 -0.67 0.94 2.09
Dynamic 60/40 Income The Lazy Team 1.07 Aug 28 0.53 1.41 4.00
Dimensional Retirement Income Fund DFA 1.07 Aug 27 -0.33 0.41 2.10
Stocks/Bonds 60/40 Momentum 1.04 Aug 28 -8.89 3.26 10.17
Robo Advisor 20 Value Tilt Betterment 0.99 Aug 28 -0.41 0.94 2.03
One-Decision Portfolio Marvin Appel 0.99 Aug 28 0.16 2.24 5.49
Stocks/Bonds 40/60 Momentum 0.96 Aug 28 -6.67 1.99 6.56
Developed World ex-US 20/80 0.89 Aug 28 -1.08 0.78 1.32
Stocks/Bonds 20/80 Momentum 0.88 Aug 28 -4.16 0.66 2.92
Sheltered Sam 20/80 Bill Bernstein 0.88 Aug 28 -0.12 0.80 2.24
Total Bond US 0.80 Aug 28 -1.28 -0.74 -0.75
Aggressive Global Income The Lazy Team 0.74 Aug 28 1.93 3.58 8.26
Robo Advisor 10 Value Tilt Betterment 0.65 Aug 28 -0.17 0.59 1.26
Sheltered Sam 10/90 Bill Bernstein 0.62 Aug 28 -0.15 0.30 1.30
10-year Treasury 0.62 Aug 28 -1.39 -1.16 -1.22
All Country World Bonds 0.59 Aug 28 -1.25 -0.32 -0.39
US Inflation Protection 0.50 Aug 28 -0.68 -0.95 0.02
Conservative Income Charles Schwab 0.50 Aug 28 -0.47 0.00 0.77
Sheltered Sam 0/100 Bill Bernstein 0.37 Aug 28 -0.18 -0.20 0.34
Robo Advisor 0 Betterment 0.30 Aug 28 0.11 0.25 0.50
Short Term Treasury 0.28 Aug 28 0.16 0.30 0.55
US Cash 0.28 Aug 28 0.34 0.93 1.78
Total Bond Developed World ex-US 0.06 Aug 28 -1.14 0.12 -0.29
Berkshire Hathaway Warren Buffett -1.24 Aug 28 2.37 7.68 6.10