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
EFA
EAFE Stocks 0.69 8.64 9.89
GLD
Gold -11.68 -14.39 -7.05
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
SPY
US Large Cap Blend -1.03 15.12 10.09
TIP
US TIPS -0.46 0.82 1.23
VT
World All Countries -0.38 13.88 11.93
VTI
US Total Stock Market -0.39 15.68 11.04
BNDX
International Bonds 0.44 1.50 1.38
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
Ivy Portfolio Mebane Faber 2.33 Jul 31 -2.10 4.08 12.29
European Stocks 2.28 Jul 31 0.83 8.88 7.84
Berkshire Hathaway Warren Buffett 2.20 Jul 31 5.34 4.28 -0.79
Five Asset Roger Gibson 1.97 Jul 31 -1.89 5.27 11.37
Aggressive Global Income The Lazy Team 1.65 Jul 31 1.12 6.17 10.31
7Twelve Portfolio Craig Israelsen 1.58 Jul 31 -1.07 4.44 11.82
US Stocks Value 1.56 Jul 31 0.23 8.17 8.27
Six Ways from Sunday Scott Burns 1.56 Jul 31 -0.71 3.45 9.96
Seven Value Scott Burns 1.44 Jul 31 -0.13 4.61 10.72
Cape US Sector Value Robert Shiller 1.22 Jul 31 0.89 5.40 0.88
US Stocks Minimum Volatility 1.04 Jul 31 0.17 4.34 3.19
Gold 0.86 Jul 31 -11.68 -14.39 -7.05
US Stocks Equal Weight 0.72 Jul 31 2.28 11.29 11.98
Simple Money Portfolio Tim Maurer 0.62 Jul 31 0.64 6.53 7.86
Cockroach Portfolio Tony Dong 0.35 Jul 31 -0.36 -1.11 2.44
US Cash 0.34 Jul 31 0.27 0.88 1.74
Dynamic 60/40 Income The Lazy Team 0.26 Jul 31 -0.29 5.88 4.98
Andrew Tobias Portfolio Andrew Tobias 0.23 Jul 31 0.12 8.11 7.17
Ultimate Buy and Hold Strategy Paul Merriman 0.23 Jul 31 0.98 12.16 14.50
Nano Portfolio John Wasik 0.17 Jul 31 0.36 7.04 6.80
Big Rocks Portfolio Larry Swedroe 0.16 Jul 31 1.33 8.06 9.41
Marc Faber Portfolio Marc Faber 0.10 Jul 31 -2.51 2.42 4.70
Short Term Treasury 0.10 Jul 31 0.06 0.33 0.60
Robo Advisor 0 Betterment 0.06 Jul 31 0.06 0.34 0.58
Talmud Portfolio Roger Gibson 0.03 Jul 31 0.51 8.59 7.63
Sheltered Sam 100/0 Bill Bernstein -0.02 Jul 31 1.54 12.58 14.67
Ultimate Buy&Hold FundAdvice -0.02 Jul 31 0.63 7.36 8.71
Sheltered Sam 90/10 Bill Bernstein -0.04 Jul 31 1.39 11.39 13.28
Sheltered Sam 80/20 Bill Bernstein -0.07 Jul 31 1.23 10.20 11.90
Weird Portfolio Value Stock Geek -0.08 Jul 31 -1.39 3.50 6.71
One-Decision Portfolio Marvin Appel -0.09 Jul 31 0.77 7.02 7.03
Sheltered Sam 70/30 Bill Bernstein -0.09 Jul 31 1.07 9.00 10.52
Rob Arnott Portfolio Rob Arnott -0.10 Jul 31 -0.92 3.28 6.15
JP Morgan Balanced Portfolio JP Morgan -0.10 Jul 31 0.21 8.26 9.56
Sheltered Sam 60/40 Bill Bernstein -0.12 Jul 31 0.91 7.80 9.14
Talmud Portfolio 2x Leveraged Roger Gibson -0.13 Jul 31 -0.51 14.62 10.88
Sheltered Sam 50/50 Bill Bernstein -0.14 Jul 31 0.75 6.60 7.76
Sheltered Sam 40/60 Bill Bernstein -0.17 Jul 31 0.58 5.39 6.38
Sheltered Sam 30/70 Bill Bernstein -0.20 Jul 31 0.40 4.18 5.00
Robo Advisor 10 Value Tilt Betterment -0.21 Jul 31 0.17 1.88 2.08
Sheltered Sam 20/80 Bill Bernstein -0.22 Jul 31 0.22 2.97 3.62
Pinwheel Tyler -0.22 Jul 31 -0.24 7.29 8.92
Sheltered Sam 10/90 Bill Bernstein -0.25 Jul 31 0.04 1.75 2.23
Aim comfortable trip Aim Ways -0.26 Jul 31 -1.09 3.64 5.22
Sheltered Sam 0/100 Bill Bernstein -0.27 Jul 31 -0.15 0.53 0.85
Five Fold Scott Burns -0.31 Jul 31 0.29 7.90 7.86
Conservative Portfolio Lyn Alden -0.32 Jul 31 -0.55 7.34 7.76
Dimensional Retirement Income Fund DFA -0.34 Jul 30 -1.38 2.12 2.41
Long Term Portfolio Ben Stein -0.37 Jul 31 0.78 11.25 11.40
Ideal Index Frank Armstrong -0.38 Jul 31 1.58 9.63 11.23
Yale Endowment David Swensen -0.45 Jul 31 0.14 9.53 9.21
Robo Advisor 20 Value Tilt Betterment -0.45 Jul 31 0.29 3.40 3.57
Lazy Portfolio David Swensen -0.50 Jul 31 0.20 9.57 9.17
Desert Portfolio with Bitcoin Gyroscopic Investing -0.52 Jul 31 -1.37 3.04 2.03
Late Sixties and Beyond Burton Malkiel -0.52 Jul 31 0.54 9.83 9.28
Coward's Portfolio Bill Bernstein -0.53 Jul 31 1.25 9.14 10.17
Dynamic 40/60 Income The Lazy Team -0.54 Jul 31 -0.56 4.73 3.24
Conservative Income Charles Schwab -0.55 Jul 31 0.21 1.35 1.70
Robo Advisor 100 Value Tilt Betterment -0.56 Jul 31 0.87 13.59 14.05
Warren Buffett Portfolio Warren Buffett -0.58 Jul 31 -0.86 13.83 8.95
Desert Portfolio Gyroscopic Investing -0.59 Jul 31 -1.27 2.93 2.55
Perfect Portfolio Ben Stein -0.59 Jul 31 -0.40 10.70 11.89
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.65 Jul 31 -0.03 9.73 8.77
Tilt Toward Value Time Money Inc -0.68 Jul 31 0.66 8.39 8.22
Sandwich Portfolio Bob Clyatt -0.68 Jul 31 0.21 7.78 7.65
Coffeehouse Bill Schultheis -0.69 Jul 31 1.85 8.76 9.87
US Stocks Quality -0.70 Jul 31 2.01 14.60 10.91
Developed World ex-US Stocks -0.72 Jul 31 -0.20 11.77 14.85
Edge Select Conservative Merrill Lynch -0.76 Jul 31 0.42 3.69 3.84
Simple and Cheap Time Money Inc -0.78 Jul 31 0.20 8.37 7.70
Aggressive Portfolio Lyn Alden -0.79 Jul 31 -0.33 10.86 10.74
Simplified Permanent Portfolio The Lazy Team -0.80 Jul 31 -2.94 -0.10 0.97
Mid-Fifties Burton Malkiel -0.80 Jul 31 0.44 11.37 10.75
Developed World ex-US 80/20 -0.80 Jul 31 -0.09 9.77 12.16
Core Four Rick Ferri -0.81 Jul 31 0.04 11.24 9.83
US Inflation Protection -0.83 Jul 31 -0.46 0.82 1.23
Larry Portfolio Larry Swedroe -0.87 Jul 31 0.64 4.39 5.40
Developed World ex-US 60/40 -0.88 Jul 31 0.04 7.74 9.46
US Stocks ESG -0.88 Jul 31 -1.14 18.04 9.84
Margherita Portfolio Davide Pisicchio -0.91 Jul 31 -1.29 4.00 3.78
Couch Potato Scott Burns -0.92 Jul 31 -0.42 8.08 6.13
Late Thirties to Early Forties Burton Malkiel -0.93 Jul 31 0.35 12.26 11.58
Four Seasons Portfolio Davide Pisicchio -0.95 Jul 31 -1.32 5.54 4.89
Developed World ex-US 40/60 -0.95 Jul 31 0.16 5.68 6.77
No Brainer Portfolio Bill Bernstein -0.96 Jul 31 1.73 11.88 12.25
Margaritaville Scott Burns -0.97 Jul 31 -0.22 9.50 8.96
GAA Global Asset Allocation Mebane Faber -0.97 Jul 31 -1.11 4.63 6.82
Robo Advisor 50 Value Tilt Betterment -0.98 Jul 31 0.58 7.77 7.90
All Country World Stocks -0.98 Jul 31 -0.38 13.88 11.93
Dedalo Three Dedalo Invest -0.99 Jul 31 -0.38 15.13 11.30
Mid-Twenties Burton Malkiel -1.00 Jul 31 0.31 12.65 12.01
US Stocks -1.00 Jul 31 -0.39 15.68 11.04
Four Square Scott Burns -1.00 Jul 31 -0.06 7.45 7.05
In Saecula Saeculorum Fulvio Marchese -1.02 Jul 31 -1.28 5.50 4.44
Dedalo Four Dedalo Invest -1.02 Jul 31 -0.23 12.31 9.33
Stocks/Bonds 60/40 with Bitcoin -1.02 Jul 31 -0.46 9.19 6.14
Developed World ex-US 20/80 -1.03 Jul 31 0.30 3.61 4.07
Permanent Portfolio with Bitcoin Harry Browne -1.03 Jul 31 -2.80 0.38 1.17
Four Funds Bogleheads -1.03 Jul 31 -0.16 11.52 10.08
Golden Butterfly with Bitcoin Tyler -1.04 Jul 31 -1.17 3.48 4.78
All Country World 80/20 -1.04 Jul 31 -0.25 11.37 9.79
Moderate Portfolio Lyn Alden -1.05 Jul 31 -0.26 10.06 9.93
Second Grader's Starter Paul Farrell -1.05 Jul 31 -0.16 13.02 11.06
Capricciosa Portfolio Davide Pisicchio -1.05 Jul 31 -0.75 7.86 6.29
Stocks/Bonds 60/40 ESG -1.05 Jul 31 -0.61 10.80 6.17
Stocks/Bonds 80/20 -1.07 Jul 31 -0.27 12.58 8.98
LifeStrategy Growth Fund Vanguard -1.07 Jul 31 -0.07 11.49 10.14
Simple Path to Wealth JL Collins -1.08 Jul 31 -0.23 11.81 8.46
Three Funds Bogleheads -1.08 Jul 31 -0.09 11.51 10.03
Stocks/Bonds 40/60 with Bitcoin -1.09 Jul 31 -0.34 6.18 4.08
Permanent Portfolio Harry Browne -1.10 Jul 31 -2.70 0.29 1.69
All Country World 60/40 -1.10 Jul 31 -0.11 8.87 7.64
Total Bond Developed World ex-US -1.11 Jul 31 0.44 1.50 1.38
Golden Butterfly Tyler -1.11 Jul 31 -1.08 3.37 5.30
Lifepath Fund iShares -1.12 Jul 31 0.23 6.28 5.71
LifeStrategy Moderate Growth Vanguard -1.12 Jul 31 0.02 8.83 7.84
Gold Pivot Ptf Aim Ways -1.13 Jul 31 -3.83 -0.15 1.67
Stocks/Bonds 60/40 -1.13 Jul 31 -0.14 9.54 6.92
Stocks/Bonds 40/60 ESG -1.14 Jul 31 -0.33 7.34 4.33
All Country World 40/60 -1.16 Jul 31 0.04 6.39 5.50
LifeStrategy Conservative Growth Vanguard -1.17 Jul 31 0.12 6.18 5.54
Stocks/Bonds 40/60 -1.20 Jul 31 -0.01 6.54 4.86
PISI Portfolio Davide Pisicchio -1.21 Jul 31 -1.18 3.13 2.67
LifeStrategy Income Fund Vanguard -1.21 Jul 31 0.22 3.55 3.24
Robo Advisor 90 Value Tilt Betterment -1.21 Jul 31 0.59 13.21 14.08
All Country World 20/80 -1.22 Jul 31 0.19 3.93 3.36
Robo Advisor 80 Value Tilt Betterment -1.25 Jul 31 0.55 11.94 12.70
Stocks/Bonds 20/80 -1.26 Jul 31 0.13 3.59 2.81
All Country World Bonds -1.28 Jul 31 0.36 1.48 1.21
Edge Select Moderately Conservative Merrill Lynch -1.30 Jul 31 0.04 6.14 5.31
Dedalo Eleven Dedalo Invest -1.31 Jul 31 -0.20 12.55 10.87
Total Bond US -1.33 Jul 31 0.27 0.70 0.75
All Weather Portfolio Ray Dalio -1.36 Jul 31 -1.43 2.86 4.62
All Weather Portfolio with Bitcoin Ray Dalio -1.39 Jul 31 -1.53 2.92 3.84
Gretchen Tai Portfolio Gretchen Tai -1.40 Jul 31 0.24 10.70 10.97
Edge Select Moderate Merrill Lynch -1.41 Jul 31 0.09 8.54 7.49
Eliminate Fat Tails Larry Swedroe -1.42 Jul 31 1.16 6.83 8.49
Edge Select Moderately Aggressive Merrill Lynch -1.45 Jul 31 -0.01 10.88 9.46
Edge Select Aggressive Merrill Lynch -1.51 Jul 31 0.10 13.15 11.63
10-year Treasury -1.52 Jul 31 0.25 0.08 -0.06
Developed World ex-US 40/60 Momentum -1.52 Jul 31 1.12 5.84 5.80
Golden Ratio Portfolio Frank Vasquez -1.53 Jul 31 -1.35 4.84 5.88
Gone Fishin' Portfolio Alexander Green -1.54 Jul 31 0.49 10.16 11.73
High Yield Bonds Income The Lazy Team -1.57 Jul 31 0.22 2.66 1.86
Odd-Stats Strategy Aim Ways -1.58 Jul 31 -0.85 6.19 5.62
Shield Strategy Aim Ways -1.62 Jul 31 -2.51 4.58 4.27
Robust Alpha Architect -1.62 Jul 31 2.18 14.16 18.54
Pepperoni Portfolio Davide Pisicchio -1.66 Jul 31 -0.20 11.35 8.61
Developed World ex-US 60/40 Momentum -1.73 Jul 31 1.43 8.00 8.01
Global Market Portfolio Credit Suisse -1.86 Jul 31 0.16 7.01 6.63
Paul Boyer Portfolio Paul Boyer -1.95 Jul 31 -1.57 1.62 4.85
Developed World ex-US Stocks Momentum -2.15 Jul 31 2.04 12.32 12.44
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -2.16 Jul 31 -6.25 -1.53 -2.01
Ulcer Free Strategy Aim Ways -2.30 Jul 31 -1.22 4.31 5.07
Diavola Portfolio Davide Pisicchio -2.40 Jul 31 -0.28 17.01 12.23
Family Taxable Portfolio Ted Aronson -2.52 Jul 31 1.38 12.77 14.35
Stocks/Bonds 60/40 2x Leveraged -2.54 Jul 31 -1.68 17.07 9.32
Desert Portfolio 2x Leveraged Gyroscopic Investing -2.73 Jul 31 -3.00 4.64 1.79
Golden Butterfly 2x Leveraged Tyler -2.79 Jul 31 -1.34 7.28 7.87
Stocks/Bonds 40/60 2x Leveraged -2.96 Jul 31 -1.06 10.91 5.57
All Weather Portfolio 2x Leveraged Ray Dalio -3.14 Jul 31 -2.77 2.23 5.86
Stocks/Bonds 20/80 Momentum -3.45 Jul 31 2.28 8.88 8.05
Stocks/Bonds 40/60 Momentum -5.57 Jul 31 4.10 17.20 15.34
Emerging Markets Stocks -6.12 Jul 31 0.24 21.09 25.69
Technology -6.85 Jul 31 -0.15 27.73 20.16
Stocks/Bonds 60/40 Momentum -7.69 Jul 31 5.76 25.66 22.64
Stocks/Bonds 80/20 Momentum -9.80 Jul 31 7.28 34.26 29.94
Ark Tech Portfolio Cathie Wood -10.18 Jul 31 2.06 29.22 15.91
US Stocks Momentum -11.92 Jul 31 8.68 43.01 37.24