Last Update - May 20 2026 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).
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of Apr 26
|
|||||
|---|---|---|---|---|---|---|
| Ticker | Asset Class | May 26â–ľ | Time(ET) | 1M | 3M | 6M |
|
QQQ
|
US Technology | 6.80 | May 20 | 15.69 | 7.51 | 6.42 |
|
VPL
|
Pacific | 3.88 | May 20 | 9.78 | 8.58 | 20.29 |
|
SPY
|
US Large Cap | 3.14 | May 20 | 10.51 | 4.14 | 5.97 |
|
VTI
|
US Total Stock Market | 2.83 | May 20 | 10.40 | 4.32 | 6.22 |
|
EEM
|
Emerging Markets | 2.30 | May 20 | 12.68 | 8.27 | 17.37 |
|
VT
|
World All Countries | 2.27 | May 20 | 9.31 | 4.20 | 8.66 |
|
CWB
|
US Convertible Bonds | 2.18 | May 20 | 10.53 | 8.57 | 9.36 |
|
EFA
|
EAFE Stocks | 1.27 | May 20 | 5.34 | 1.57 | 10.25 |
|
VGK
|
Europe | 1.26 | May 20 | 5.71 | 0.05 | 10.06 |
|
BIL
|
US Cash | 0.22 | May 20 | 0.29 | 0.85 | 1.78 |
|
VNQ
|
US REITs | 0.17 | May 20 | 8.60 | 7.22 | 10.17 |
|
BNDX
|
International Bonds | -0.04 | May 20 | 0.23 | -0.41 | -0.59 |
|
HYG
|
US High Yield Bonds | -0.13 | May 20 | 1.52 | 0.55 | 2.42 |
|
LQD
|
US Invest. Grade Bonds | -0.44 | May 20 | 0.28 | -0.44 | 0.09 |
|
EMB
|
Emerg. Market Bonds | -0.49 | May 20 | 2.49 | 0.52 | 1.65 |
|
BND
|
US Total Bond Market | -0.56 | May 20 | 0.15 | -0.01 | 0.50 |
|
TIP
|
US TIPS | -0.57 | May 20 | 1.09 | 0.98 | 1.09 |
|
PFF
|
US Preferred Stocks | -0.64 | May 20 | 4.22 | 0.37 | 3.28 |
|
DBC
|
Commodities | -0.71 | May 20 | 7.43 | 27.30 | 40.50 |
|
IJR
|
US Small Cap | -0.90 | May 20 | 10.29 | 8.10 | 17.11 |
|
GLD
|
Gold | -1.48 | May 20 | -1.54 | -4.78 | 15.09 |
|
TLT
|
US Long Term Treasuries | -1.64 | May 20 | -0.84 | -0.63 | -3.05 |
|
FLLA
|
Latin America | -3.30 | May 20 | 2.97 | 5.51 | 28.72 |
| 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 May 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.
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.
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of Apr 26
|
||||||
|---|---|---|---|---|---|---|---|
| Portfolio | Author | May 26â–ľ | Time(ET) | 1M | 3M | 6M | |
| Technology | 6.80 | May 20 | 15.69 | 7.51 | 6.42 | ||
| US Stocks Momentum | 5.50 | May 20 | 18.33 | 11.08 | 12.11 | ||
| Stocks/Bonds 80/20 Momentum | 4.29 | May 20 | 14.57 | 8.89 | 9.78 | ||
| US Stocks ESG | 3.78 | May 20 | 12.02 | 3.68 | 4.14 | ||
| Diavola Portfolio | Davide Pisicchio | 3.49 | May 20 | 10.62 | 4.70 | 5.71 | |
| Stocks/Bonds 60/40 Momentum | 3.08 | May 20 | 10.88 | 6.69 | 7.46 | ||
| Warren Buffett Portfolio | Warren Buffett | 2.89 | May 20 | 9.46 | 3.68 | 4.87 | |
| Stocks/Bonds 60/40 2x Leveraged | 2.83 | May 20 | 11.99 | 3.34 | 4.04 | ||
| US Stocks | 2.83 | May 20 | 10.40 | 4.32 | 6.22 | ||
| Dedalo Three | Dedalo Invest | 2.66 | May 20 | 10.07 | 4.28 | 6.96 | |
| US Stocks Quality | 2.40 | May 20 | 8.05 | 2.60 | 6.13 | ||
| Emerging Markets Stocks | 2.30 | May 20 | 12.68 | 8.27 | 17.37 | ||
| All Country World Stocks | 2.27 | May 20 | 9.31 | 4.20 | 8.66 | ||
| Stocks/Bonds 80/20 | 2.15 | May 20 | 8.28 | 3.46 | 5.08 | ||
| Dedalo Four | Dedalo Invest | 2.11 | May 20 | 8.04 | 3.36 | 5.49 | |
| Second Grader's Starter | Paul Farrell | 2.09 | May 20 | 8.53 | 3.88 | 7.87 | |
| Ark Tech Portfolio | Cathie Wood | 2.08 | May 20 | 13.37 | 0.90 | -9.47 | |
| Stocks/Bonds 60/40 ESG | 2.04 | May 20 | 7.09 | 2.17 | 2.64 | ||
| Developed World ex-US Stocks | 2.03 | May 20 | 7.37 | 4.10 | 14.93 | ||
| Edge Select Aggressive | Merrill Lynch | 2.02 | May 20 | 8.41 | 4.04 | 7.89 | |
| Pepperoni Portfolio | Davide Pisicchio | 2.00 | May 20 | 7.20 | 3.36 | 4.43 | |
| Simple Path to Wealth | JL Collins | 1.98 | May 20 | 7.76 | 3.25 | 4.79 | |
| Dedalo Eleven | Dedalo Invest | 1.96 | May 20 | 8.13 | 3.75 | 7.40 | |
| Perfect Portfolio | Ben Stein | 1.94 | May 20 | 7.28 | 4.76 | 9.80 | |
| Stocks/Bonds 40/60 Momentum | 1.86 | May 20 | 7.24 | 4.48 | 5.13 | ||
| LifeStrategy Growth Fund | Vanguard | 1.76 | May 20 | 7.45 | 3.43 | 7.38 | |
| Three Funds | Bogleheads | 1.75 | May 20 | 7.50 | 3.46 | 7.30 | |
| Four Funds | Bogleheads | 1.75 | May 20 | 7.59 | 3.55 | 7.36 | |
| All Country World 80/20 | 1.74 | May 20 | 7.53 | 3.36 | 7.00 | ||
| Mid-Twenties | Burton Malkiel | 1.66 | May 20 | 8.22 | 4.22 | 8.67 | |
| Edge Select Moderately Aggressive | Merrill Lynch | 1.63 | May 20 | 6.96 | 3.26 | 6.42 | |
| Developed World ex-US 80/20 | 1.62 | May 20 | 5.97 | 3.24 | 11.92 | ||
| Core Four | Rick Ferri | 1.62 | May 20 | 7.52 | 3.69 | 7.18 | |
| Robo Advisor 90 Value Tilt | Betterment | 1.58 | May 20 | 8.19 | 4.68 | 11.08 | |
| Robo Advisor 100 Value Tilt | Betterment | 1.57 | May 20 | 8.44 | 4.45 | 10.91 | |
| Late Thirties to Early Forties | Burton Malkiel | 1.57 | May 20 | 7.96 | 4.06 | 8.37 | |
| Robust | Alpha Architect | 1.50 | May 20 | 8.68 | 8.93 | 14.13 | |
| Stocks/Bonds 60/40 | 1.47 | May 20 | 6.20 | 2.60 | 3.93 | ||
| Stocks/Bonds 60/40 with Bitcoin | 1.44 | May 20 | 6.31 | 2.51 | 3.18 | ||
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 1.39 | May 20 | 6.58 | 3.39 | 6.77 | |
| Robo Advisor 80 Value Tilt | Betterment | 1.36 | May 20 | 7.37 | 4.19 | 9.93 | |
| Odd-Stats Strategy | Aim Ways | 1.36 | May 20 | 4.30 | 1.74 | 4.37 | |
| Mid-Fifties | Burton Malkiel | 1.33 | May 20 | 7.42 | 3.85 | 7.86 | |
| US Stocks Minimum Volatility | 1.33 | May 20 | 2.05 | 0.04 | 2.41 | ||
| Andrew Tobias Portfolio | Andrew Tobias | 1.33 | May 20 | 5.24 | 2.05 | 5.96 | |
| Shield Strategy | Aim Ways | 1.32 | May 20 | 4.31 | 0.89 | 5.88 | |
| Gretchen Tai Portfolio | Gretchen Tai | 1.30 | May 20 | 6.81 | 3.76 | 8.55 | |
| Margaritaville | Scott Burns | 1.27 | May 20 | 6.40 | 3.22 | 6.99 | |
| Long Term Portfolio | Ben Stein | 1.27 | May 20 | 7.27 | 4.06 | 8.85 | |
| European Stocks | 1.26 | May 20 | 5.71 | 0.05 | 10.06 | ||
| Berkshire Hathaway | Warren Buffett | 1.26 | May 20 | -0.87 | -1.47 | -0.54 | |
| Capricciosa Portfolio | Davide Pisicchio | 1.23 | May 20 | 5.55 | 2.31 | 4.67 | |
| LifeStrategy Moderate Growth | Vanguard | 1.22 | May 20 | 5.62 | 2.56 | 5.59 | |
| All Country World 60/40 | 1.22 | May 20 | 5.77 | 2.52 | 5.33 | ||
| Stocks/Bonds 40/60 2x Leveraged | 1.21 | May 20 | 7.58 | 1.77 | 1.91 | ||
| Developed World ex-US 60/40 | 1.21 | May 20 | 4.56 | 2.36 | 8.87 | ||
| Stocks/Bonds 40/60 ESG | 1.17 | May 20 | 4.72 | 1.42 | 1.89 | ||
| Talmud Portfolio 2x Leveraged | Roger Gibson | 1.17 | May 20 | 12.54 | 6.61 | 7.90 | |
| Couch Potato | Scott Burns | 1.13 | May 20 | 5.64 | 2.66 | 3.67 | |
| Yale Endowment | David Swensen | 1.12 | May 20 | 6.71 | 3.94 | 7.32 | |
| Edge Select Moderate | Merrill Lynch | 1.10 | May 20 | 5.39 | 2.52 | 5.14 | |
| Sheltered Sam 100/0 | Bill Bernstein | 1.09 | May 20 | 7.83 | 4.81 | 13.27 | |
| Family Taxable Portfolio | Ted Aronson | 1.06 | May 20 | 7.38 | 4.78 | 9.76 | |
| Lazy Portfolio | David Swensen | 1.04 | May 20 | 6.77 | 3.97 | 7.08 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | 1.03 | May 20 | 8.10 | 5.01 | 13.72 | |
| Late Sixties and Beyond | Burton Malkiel | 1.02 | May 20 | 6.48 | 3.46 | 6.91 | |
| Simple and Cheap | Time Money Inc | 1.00 | May 20 | 5.55 | 2.86 | 5.72 | |
| Developed World ex-US Stocks Momentum | 0.96 | May 20 | 8.12 | 2.43 | 12.89 | ||
| Sheltered Sam 90/10 | Bill Bernstein | 0.95 | May 20 | 7.11 | 4.40 | 12.06 | |
| Four Square | Scott Burns | 0.93 | May 20 | 4.83 | 2.32 | 5.12 | |
| No Brainer Portfolio | Bill Bernstein | 0.93 | May 20 | 7.18 | 4.22 | 9.25 | |
| Gone Fishin' Portfolio | Alexander Green | 0.90 | May 20 | 6.58 | 3.70 | 10.83 | |
| US Stocks Value | 0.88 | May 20 | 5.95 | 3.35 | 8.21 | ||
| In Saecula Saeculorum | Fulvio Marchese | 0.85 | May 20 | 4.40 | 1.36 | 4.64 | |
| Four Seasons Portfolio | Davide Pisicchio | 0.84 | May 20 | 4.47 | 1.65 | 4.96 | |
| JP Morgan Balanced Portfolio | JP Morgan | 0.84 | May 20 | 6.02 | 4.41 | 8.49 | |
| Sheltered Sam 80/20 | Bill Bernstein | 0.81 | May 20 | 6.39 | 3.99 | 10.85 | |
| Talmud Portfolio | Roger Gibson | 0.81 | May 20 | 6.34 | 3.87 | 5.63 | |
| Stocks/Bonds 40/60 | 0.80 | May 20 | 4.15 | 1.73 | 2.79 | ||
| Developed World ex-US 40/60 | 0.79 | May 20 | 3.14 | 1.45 | 5.77 | ||
| Five Fold | Scott Burns | 0.78 | May 20 | 5.59 | 3.30 | 6.14 | |
| Stocks/Bonds 40/60 with Bitcoin | 0.76 | May 20 | 4.25 | 1.64 | 2.03 | ||
| Tilt Toward Value | Time Money Inc | 0.75 | May 20 | 5.39 | 2.99 | 6.23 | |
| Coward's Portfolio | Bill Bernstein | 0.73 | May 20 | 5.48 | 3.50 | 8.06 | |
| Sandwich Portfolio | Bob Clyatt | 0.73 | May 20 | 5.24 | 2.86 | 6.27 | |
| Seven Value | Scott Burns | 0.71 | May 20 | 4.05 | 5.65 | 11.44 | |
| Six Ways from Sunday | Scott Burns | 0.69 | May 20 | 3.82 | 5.92 | 11.27 | |
| All Country World 40/60 | 0.69 | May 20 | 4.01 | 1.66 | 3.66 | ||
| Edge Select Moderately Conservative | Merrill Lynch | 0.68 | May 20 | 3.81 | 1.67 | 3.60 | |
| LifeStrategy Conservative Growth | Vanguard | 0.68 | May 20 | 3.79 | 1.67 | 3.80 | |
| Five Asset | Roger Gibson | 0.68 | May 20 | 6.88 | 8.86 | 14.17 | |
| Sheltered Sam 70/30 | Bill Bernstein | 0.68 | May 20 | 5.67 | 3.57 | 9.64 | |
| Stocks/Bonds 20/80 Momentum | 0.65 | May 20 | 3.67 | 2.24 | 2.81 | ||
| Gold Pivot Ptf | Aim Ways | 0.64 | May 20 | 2.14 | -0.63 | 6.99 | |
| Nano Portfolio | John Wasik | 0.63 | May 20 | 5.08 | 2.83 | 5.73 | |
| Aim comfortable trip | Aim Ways | 0.63 | May 20 | 3.09 | 1.06 | 7.36 | |
| Global Market Portfolio | Credit Suisse | 0.62 | May 20 | 4.30 | 2.06 | 4.13 | |
| Robo Advisor 50 Value Tilt | Betterment | 0.62 | May 20 | 4.68 | 2.36 | 5.81 | |
| Ulcer Free Strategy | Aim Ways | 0.61 | May 20 | 3.06 | 1.35 | 4.01 | |
| Developed World ex-US 60/40 Momentum | 0.56 | May 20 | 4.97 | 1.33 | 7.67 | ||
| Ideal Index | Frank Armstrong | 0.56 | May 20 | 5.89 | 3.88 | 9.55 | |
| Lifepath Fund | iShares | 0.55 | May 20 | 3.98 | 1.96 | 4.13 | |
| Sheltered Sam 60/40 | Bill Bernstein | 0.54 | May 20 | 4.95 | 3.15 | 8.43 | |
| Pinwheel | Tyler | 0.53 | May 20 | 5.66 | 3.07 | 9.52 | |
| One-Decision Portfolio | Marvin Appel | 0.51 | May 20 | 4.85 | 3.18 | 5.54 | |
| Margherita Portfolio | Davide Pisicchio | 0.50 | May 20 | 3.45 | 1.22 | 4.39 | |
| GAA Global Asset Allocation | Mebane Faber | 0.48 | May 20 | 4.10 | 3.41 | 7.12 | |
| Dynamic 60/40 Income | The Lazy Team | 0.42 | May 20 | 4.95 | 2.56 | 4.67 | |
| Ivy Portfolio | Mebane Faber | 0.42 | May 20 | 6.68 | 10.55 | 15.90 | |
| Big Rocks Portfolio | Larry Swedroe | 0.41 | May 20 | 5.05 | 3.36 | 8.50 | |
| Sheltered Sam 50/50 | Bill Bernstein | 0.40 | May 20 | 4.22 | 2.72 | 7.22 | |
| Ultimate Buy&Hold | FundAdvice | 0.40 | May 20 | 4.97 | 3.13 | 8.57 | |
| Developed World ex-US 20/80 | 0.38 | May 20 | 1.69 | 0.53 | 2.62 | ||
| Developed World ex-US 40/60 Momentum | 0.36 | May 20 | 3.39 | 0.76 | 4.98 | ||
| Simple Money Portfolio | Tim Maurer | 0.36 | May 20 | 4.31 | 2.55 | 8.44 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 0.34 | May 20 | 3.07 | 0.79 | 2.87 | |
| Golden Ratio Portfolio | Frank Vasquez | 0.34 | May 20 | 4.32 | 1.83 | 7.00 | |
| Desert Portfolio | Gyroscopic Investing | 0.33 | May 20 | 2.83 | 0.73 | 3.90 | |
| Dynamic 40/60 Income | The Lazy Team | 0.29 | May 20 | 3.71 | 1.21 | 2.95 | |
| Sheltered Sam 40/60 | Bill Bernstein | 0.26 | May 20 | 3.49 | 2.30 | 6.01 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | 0.24 | May 20 | 5.02 | -0.43 | 4.16 | |
| US Cash | 0.22 | May 20 | 0.29 | 0.85 | 1.78 | ||
| Marc Faber Portfolio | Marc Faber | 0.21 | May 20 | 4.14 | 1.67 | 9.52 | |
| Edge Select Conservative | Merrill Lynch | 0.20 | May 20 | 2.03 | 1.14 | 2.89 | |
| US Stocks Equal Weight | 0.19 | May 20 | 6.00 | 3.15 | 9.15 | ||
| PISI Portfolio | Davide Pisicchio | 0.17 | May 20 | 2.79 | 0.70 | 3.56 | |
| All Country World 20/80 | 0.16 | May 20 | 2.26 | 0.80 | 1.99 | ||
| Robo Advisor 20 Value Tilt | Betterment | 0.15 | May 20 | 2.03 | 1.09 | 3.00 | |
| LifeStrategy Income Fund | Vanguard | 0.14 | May 20 | 1.98 | 0.77 | 1.99 | |
| Cape US Sector Value | Robert Shiller | 0.14 | May 20 | 5.50 | -1.21 | 3.92 | |
| Coffeehouse | Bill Schultheis | 0.13 | May 20 | 5.25 | 3.52 | 7.82 | |
| Sheltered Sam 30/70 | Bill Bernstein | 0.12 | May 20 | 2.76 | 1.86 | 4.79 | |
| Stocks/Bonds 20/80 | 0.12 | May 20 | 2.13 | 0.86 | 1.64 | ||
| Rob Arnott Portfolio | Rob Arnott | 0.10 | May 20 | 3.66 | 4.36 | 6.64 | |
| Eliminate Fat Tails | Larry Swedroe | 0.09 | May 20 | 4.00 | 3.19 | 6.12 | |
| 7Twelve Portfolio | Craig Israelsen | 0.04 | May 20 | 5.79 | 9.11 | 14.02 | |
| Robo Advisor 10 Value Tilt | Betterment | 0.02 | May 20 | 1.11 | 0.66 | 2.08 | |
| Permanent Portfolio with Bitcoin | Harry Browne | 0.00 | May 20 | 2.14 | -0.13 | 4.50 | |
| Sheltered Sam 20/80 | Bill Bernstein | -0.01 | May 20 | 2.02 | 1.43 | 3.58 | |
| Permanent Portfolio | Harry Browne | -0.02 | May 20 | 1.91 | -0.19 | 5.50 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | -0.03 | May 20 | 3.49 | 2.79 | 7.01 | |
| Total Bond Developed World ex-US | -0.04 | May 20 | 0.23 | -0.41 | -0.59 | ||
| All Weather Portfolio with Bitcoin | Ray Dalio | -0.06 | May 20 | 3.33 | 2.55 | 3.80 | |
| All Weather Portfolio | Ray Dalio | -0.06 | May 20 | 3.20 | 2.83 | 5.06 | |
| Aggressive Global Income | The Lazy Team | -0.09 | May 20 | 4.48 | 4.52 | 12.05 | |
| Short Term Treasury | -0.11 | May 20 | 0.19 | 0.25 | 1.20 | ||
| Robo Advisor 0 | Betterment | -0.13 | May 20 | 0.20 | 0.24 | 1.19 | |
| Sheltered Sam 10/90 | Bill Bernstein | -0.15 | May 20 | 1.29 | 0.99 | 2.37 | |
| Simplified Permanent Portfolio | The Lazy Team | -0.15 | May 20 | 1.98 | -0.27 | 5.71 | |
| Dimensional Retirement Income Fund | DFA | -0.19 | May 19 | 2.35 | 1.59 | 3.12 | |
| Conservative Income | Charles Schwab | -0.27 | May 20 | 0.88 | 0.77 | 1.49 | |
| Sheltered Sam 0/100 | Bill Bernstein | -0.29 | May 20 | 0.55 | 0.54 | 1.15 | |
| Golden Butterfly with Bitcoin | Tyler | -0.31 | May 20 | 3.61 | 1.22 | 6.80 | |
| High Yield Bonds Income | The Lazy Team | -0.31 | May 20 | 1.52 | 0.21 | 1.41 | |
| Golden Butterfly | Tyler | -0.33 | May 20 | 3.38 | 1.16 | 7.83 | |
| All Country World Bonds | -0.36 | May 20 | 0.53 | -0.07 | 0.30 | ||
| Larry Portfolio | Larry Swedroe | -0.38 | May 20 | 2.85 | 1.86 | 5.26 | |
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | -0.41 | May 20 | 3.40 | -2.81 | 8.02 | |
| Weird Portfolio | Value Stock Geek | -0.51 | May 20 | 4.35 | 2.12 | 10.82 | |
| Total Bond US | -0.56 | May 20 | 0.15 | -0.01 | 0.50 | ||
| US Inflation Protection | -0.57 | May 20 | 1.09 | 0.98 | 1.09 | ||
| Paul Boyer Portfolio | Paul Boyer | -0.63 | May 20 | 2.32 | 0.71 | 8.07 | |
| Golden Butterfly 2x Leveraged | Tyler | -0.89 | May 20 | 7.11 | 0.78 | 12.89 | |
| 10-year Treasury | -0.98 | May 20 | -0.15 | -0.06 | -0.07 | ||
| Cockroach Portfolio | Tony Dong | -1.05 | May 20 | 0.59 | 0.03 | 7.51 | |
| Gold | -1.48 | May 20 | -1.54 | -4.78 | 15.09 | ||
