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).

Swipe left to see all data
Return (%) as of Jul 26
Ticker Asset Class 1M 3M 6M
GLD
Gold 0.86 -12.30 -16.50
QQQ
US Technology -6.57 3.15 10.89
VTI
US Total Stock Market -0.49 4.26 8.77
SPY
US Large Cap Blend 0.03 4.22 8.53
CWB
US Convertible Bonds -5.46 1.16 9.82
VT
World All Countries -0.69 3.45 7.80
EEM
Emerging Markets -6.31 0.68 9.01
IJR
US Small Cap Blend -1.92 6.42 15.04
EFA
EAFE Stocks 1.64 4.82 6.46
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
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
BNDX
International Bonds -1.14 0.12 -0.29
BND
US Total Bond Market -1.28 -0.74 -0.75
HYG
US High Yield Bonds -0.15 0.37 0.92
TIP
US TIPS -0.68 -0.95 0.02
BIL
US Cash 0.34 0.93 1.78
VNQ
US REITs 2.61 3.63 11.11
DBC
Commodities 10.47 -5.31 20.55
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.
Swipe left to see all data
 Monthly Return (%)
Return (%) as of Jul 26
Portfolio Author Aug 26▾ Time(ET) 1M 3M 6M
Ark Tech Portfolio Cathie Wood 7.09 Aug 05 -9.69 2.94 3.86
Golden Butterfly 2x Leveraged Tyler 5.04 Aug 05 -2.52 -2.36 -1.60
Gold 4.92 Aug 05 0.86 -12.30 -16.50
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 4.88 Aug 05 -1.74 -6.43 -9.06
Technology 4.78 Aug 05 -6.57 3.15 10.89
Stocks/Bonds 60/40 2x Leveraged 4.59 Aug 05 -1.60 2.86 6.29
US Stocks Momentum 4.57 Aug 05 -12.61 5.61 17.31
Desert Portfolio 2x Leveraged Gyroscopic Investing 3.87 Aug 05 -2.12 -2.48 -2.90
Stocks/Bonds 80/20 Momentum 3.79 Aug 05 -10.86 4.47 13.76
All Weather Portfolio 2x Leveraged Ray Dalio 3.56 Aug 05 -1.87 -3.06 -0.36
Stocks/Bonds 40/60 2x Leveraged 3.54 Aug 05 -2.17 0.86 2.65
US Stocks ESG 3.53 Aug 05 -0.17 5.19 9.06
Diavola Portfolio Davide Pisicchio 3.44 Aug 05 -2.10 3.55 8.41
US Stocks 3.40 Aug 05 -0.49 4.26 8.77
Dedalo Three Dedalo Invest 3.29 Aug 05 -0.55 4.02 8.47
Warren Buffett Portfolio Warren Buffett 3.06 Aug 05 -0.07 3.93 7.75
All Country World Stocks 3.02 Aug 05 -0.69 3.45 7.80
Stocks/Bonds 60/40 Momentum 3.01 Aug 05 -8.89 3.26 10.17
Emerging Markets Stocks 2.90 Aug 05 -6.31 0.68 9.01
Stocks/Bonds 80/20 2.85 Aug 05 -0.64 3.30 6.88
Gold Pivot Ptf Aim Ways 2.83 Aug 05 -1.25 -3.47 -4.08
Second Grader's Starter Paul Farrell 2.81 Aug 05 -0.75 3.36 7.37
Shield Strategy Aim Ways 2.81 Aug 05 -1.53 -1.28 -0.40
Dedalo Four Dedalo Invest 2.77 Aug 05 -0.66 3.27 6.73
Developed World ex-US Stocks 2.73 Aug 05 -0.88 3.19 7.42
Simple Path to Wealth JL Collins 2.72 Aug 05 -0.68 3.06 6.41
Edge Select Aggressive Merrill Lynch 2.69 Aug 05 -1.27 3.06 7.22
US Stocks Quality 2.64 Aug 05 -0.05 6.01 8.77
Dedalo Eleven Dedalo Invest 2.59 Aug 05 -1.10 2.95 6.80
Robo Advisor 100 Value Tilt Betterment 2.58 Aug 05 -0.46 4.27 8.91
Robo Advisor 90 Value Tilt Betterment 2.57 Aug 05 -1.15 3.43 8.27
All Country World 80/20 2.56 Aug 05 -0.80 2.74 6.19
Three Funds Bogleheads 2.54 Aug 05 -0.82 2.88 6.44
Golden Ratio Portfolio Frank Vasquez 2.52 Aug 05 -1.22 -0.68 1.14
LifeStrategy Growth Fund Vanguard 2.52 Aug 05 -0.82 2.90 6.43
Four Funds Bogleheads 2.48 Aug 05 -0.77 2.86 6.51
Pepperoni Portfolio Davide Pisicchio 2.48 Aug 05 -1.43 2.39 5.83
Golden Butterfly Tyler 2.46 Aug 05 -0.90 -0.91 0.24
Stocks/Bonds 60/40 ESG 2.45 Aug 05 -0.62 2.83 5.06
Simplified Permanent Portfolio The Lazy Team 2.43 Aug 05 -0.63 -2.66 -2.91
Golden Butterfly with Bitcoin Tyler 2.42 Aug 05 -0.83 -0.96 0.25
Permanent Portfolio Harry Browne 2.42 Aug 05 -0.97 -2.55 -2.73
Family Taxable Portfolio Ted Aronson 2.42 Aug 05 -2.50 2.39 7.29
Permanent Portfolio with Bitcoin Harry Browne 2.39 Aug 05 -0.89 -2.60 -2.73
Robo Advisor 80 Value Tilt Betterment 2.36 Aug 05 -1.19 3.02 7.33
US Stocks Equal Weight 2.35 Aug 05 1.05 6.10 9.43
Aggressive Portfolio Lyn Alden 2.35 Aug 05 -0.64 2.54 6.26
Edge Select Moderately Aggressive Merrill Lynch 2.35 Aug 05 -1.22 2.40 5.74
Sheltered Sam 100/0 Bill Bernstein 2.34 Aug 05 0.11 4.51 9.54
Paul Boyer Portfolio Paul Boyer 2.33 Aug 05 -2.08 -2.75 -2.06
Stocks/Bonds 60/40 with Bitcoin 2.33 Aug 05 -0.69 2.00 4.56
Developed World ex-US 80/20 2.33 Aug 05 -0.93 2.62 5.94
In Saecula Saeculorum Fulvio Marchese 2.32 Aug 05 -0.74 0.31 1.67
Talmud Portfolio 2x Leveraged Roger Gibson 2.31 Aug 05 0.21 2.07 8.82
Stocks/Bonds 60/40 2.31 Aug 05 -0.79 2.33 4.99
Core Four Rick Ferri 2.30 Aug 05 -0.53 2.92 6.71
Capricciosa Portfolio Davide Pisicchio 2.29 Aug 05 -0.79 1.38 3.72
Moderate Portfolio Lyn Alden 2.26 Aug 05 -0.94 2.08 5.40
Mid-Twenties Burton Malkiel 2.25 Aug 05 -0.92 3.14 7.49
Stocks/Bonds 40/60 Momentum 2.23 Aug 05 -6.67 1.99 6.56
Gone Fishin' Portfolio Alexander Green 2.21 Aug 05 -1.59 1.71 5.48
Four Seasons Portfolio Davide Pisicchio 2.20 Aug 05 -0.74 0.27 1.93
Developed World ex-US Stocks Momentum 2.20 Aug 05 -2.19 1.61 4.07
Weird Portfolio Value Stock Geek 2.20 Aug 05 0.13 -0.69 1.41
Late Thirties to Early Forties Burton Malkiel 2.19 Aug 05 -0.84 3.11 7.30
No Brainer Portfolio Bill Bernstein 2.19 Aug 05 -0.79 3.56 7.93
Ultimate Buy and Hold Strategy Paul Merriman 2.13 Aug 05 0.30 4.07 9.29
Gretchen Tai Portfolio Gretchen Tai 2.13 Aug 05 -1.35 2.25 6.09
Sheltered Sam 90/10 Bill Bernstein 2.12 Aug 05 0.08 4.08 8.66
All Country World 60/40 2.11 Aug 05 -0.90 2.01 4.58
Odd-Stats Strategy Aim Ways 2.09 Aug 05 -1.59 0.20 1.95
Perfect Portfolio Ben Stein 2.09 Aug 05 -0.44 2.74 7.63
Marc Faber Portfolio Marc Faber 2.09 Aug 05 0.18 -1.48 0.16
LifeStrategy Moderate Growth Vanguard 2.06 Aug 05 -0.92 2.09 4.70
Ulcer Free Strategy Aim Ways 2.03 Aug 05 -2.43 -1.24 0.09
Jane Bryant Quinn Portfolio Jane Bryant Quinn 2.02 Aug 05 -0.42 2.52 5.99
Aim comfortable trip Aim Ways 2.00 Aug 05 -0.23 0.29 1.36
Conservative Portfolio Lyn Alden 2.00 Aug 05 -0.13 1.63 4.40
Mid-Fifties Burton Malkiel 1.99 Aug 05 -0.69 2.96 6.92
Margaritaville Scott Burns 1.98 Aug 05 -0.75 2.13 5.42
Edge Select Moderate Merrill Lynch 1.96 Aug 05 -1.22 1.74 4.30
PISI Portfolio Davide Pisicchio 1.95 Aug 05 -0.98 -0.65 0.04
Long Term Portfolio Ben Stein 1.92 Aug 05 -0.27 3.43 7.63
Developed World ex-US 60/40 1.92 Aug 05 -0.98 2.03 4.43
Margherita Portfolio Davide Pisicchio 1.91 Aug 05 -0.75 -0.22 0.99
Sheltered Sam 80/20 Bill Bernstein 1.91 Aug 05 0.06 3.63 7.76
Stocks/Bonds 40/60 ESG 1.90 Aug 05 -0.86 1.62 3.06
US Stocks Minimum Volatility 1.88 Aug 05 1.52 3.80 3.84
Pinwheel Tyler 1.85 Aug 05 -0.18 1.36 4.46
Andrew Tobias Portfolio Andrew Tobias 1.85 Aug 05 0.44 3.18 5.30
Stocks/Bonds 40/60 with Bitcoin 1.79 Aug 05 -0.84 0.99 2.65
Couch Potato Scott Burns 1.78 Aug 05 -0.59 1.71 4.42
All Weather Portfolio with Bitcoin Ray Dalio 1.78 Aug 05 -1.05 -1.44 1.07
Stocks/Bonds 40/60 1.77 Aug 05 -0.95 1.33 3.08
Desert Portfolio Gyroscopic Investing 1.76 Aug 05 -0.39 -0.29 0.44
All Weather Portfolio Ray Dalio 1.73 Aug 05 -1.01 -1.33 1.46
Simple and Cheap Time Money Inc 1.73 Aug 05 -0.58 2.07 4.99
Desert Portfolio with Bitcoin Gyroscopic Investing 1.73 Aug 05 -0.31 -0.34 0.45
Sheltered Sam 70/30 Bill Bernstein 1.69 Aug 05 0.03 3.18 6.86
Late Sixties and Beyond Burton Malkiel 1.67 Aug 05 -0.39 2.75 6.31
Tilt Toward Value Time Money Inc 1.66 Aug 05 -0.47 2.36 5.42
Global Market Portfolio Credit Suisse 1.66 Aug 05 -1.69 0.86 2.94
Four Square Scott Burns 1.65 Aug 05 -0.85 1.63 3.99
All Country World 40/60 1.65 Aug 05 -1.02 1.25 2.94
Sandwich Portfolio Bob Clyatt 1.64 Aug 05 -0.56 1.84 4.75
Robo Advisor 50 Value Tilt Betterment 1.63 Aug 05 -0.91 2.01 4.42
US Stocks Value 1.62 Aug 05 1.94 4.08 7.56
Developed World ex-US 60/40 Momentum 1.60 Aug 05 -1.80 1.04 2.38
LifeStrategy Conservative Growth Vanguard 1.60 Aug 05 -1.02 1.26 2.95
European Stocks 1.60 Aug 05 2.32 5.38 5.43
Yale Endowment David Swensen 1.59 Aug 05 -0.29 2.34 6.38
Coward's Portfolio Bill Bernstein 1.58 Aug 05 -0.47 2.98 6.58
Edge Select Moderately Conservative Merrill Lynch 1.58 Aug 05 -1.14 1.08 2.77
Ideal Index Frank Armstrong 1.58 Aug 05 -0.30 3.22 7.23
GAA Global Asset Allocation Mebane Faber 1.57 Aug 05 -0.78 -0.28 3.12
Cape US Sector Value Robert Shiller 1.56 Aug 05 1.40 1.30 0.07
JP Morgan Balanced Portfolio JP Morgan 1.56 Aug 05 0.09 2.21 6.71
Coffeehouse Bill Schultheis 1.55 Aug 05 -0.50 2.81 6.44
Lifepath Fund iShares 1.54 Aug 05 -0.94 1.25 3.24
Lazy Portfolio David Swensen 1.53 Aug 05 -0.32 2.29 6.35
Developed World ex-US 40/60 1.51 Aug 05 -1.03 1.42 2.89
Simple Money Portfolio Tim Maurer 1.51 Aug 05 0.83 2.97 5.60
Robust Alpha Architect 1.50 Aug 05 -2.35 2.57 11.73
Sheltered Sam 60/40 Bill Bernstein 1.47 Aug 05 0.00 2.72 5.96
Stocks/Bonds 20/80 Momentum 1.46 Aug 05 -4.16 0.66 2.92
Big Rocks Portfolio Larry Swedroe 1.36 Aug 05 0.28 3.15 6.62
Ultimate Buy&Hold FundAdvice 1.35 Aug 05 0.10 2.37 5.58
Developed World ex-US 40/60 Momentum 1.30 Aug 05 -1.59 0.74 1.51
Sheltered Sam 50/50 Bill Bernstein 1.25 Aug 05 -0.03 2.25 5.04
Dynamic 40/60 Income The Lazy Team 1.25 Aug 05 -0.31 0.67 1.88
Five Fold Scott Burns 1.25 Aug 05 -0.13 2.05 5.42
Talmud Portfolio Roger Gibson 1.25 Aug 05 0.33 2.45 6.42
Stocks/Bonds 20/80 1.22 Aug 05 -1.11 0.31 1.17
All Country World 20/80 1.19 Aug 05 -1.13 0.48 1.28
Nano Portfolio John Wasik 1.18 Aug 05 0.41 2.28 5.17
LifeStrategy Income Fund Vanguard 1.14 Aug 05 -1.13 0.40 1.18
Developed World ex-US 20/80 1.11 Aug 05 -1.08 0.78 1.32
Aggressive Global Income The Lazy Team 1.06 Aug 05 1.93 3.58 8.26
Sheltered Sam 40/60 Bill Bernstein 1.04 Aug 05 -0.06 1.78 4.12
One-Decision Portfolio Marvin Appel 1.03 Aug 05 0.16 2.24 5.49
Larry Portfolio Larry Swedroe 1.01 Aug 05 -0.79 0.70 2.57
Berkshire Hathaway Warren Buffett 0.99 Aug 05 2.37 7.68 6.10
Dynamic 60/40 Income The Lazy Team 0.99 Aug 05 0.53 1.41 4.00
Cockroach Portfolio Tony Dong 0.97 Aug 05 0.42 -1.27 -1.24
Edge Select Conservative Merrill Lynch 0.96 Aug 05 -0.67 0.94 2.09
Eliminate Fat Tails Larry Swedroe 0.93 Aug 05 -1.54 1.15 4.37
High Yield Bonds Income The Lazy Team 0.87 Aug 05 -1.43 -0.33 -0.12
Sheltered Sam 30/70 Bill Bernstein 0.82 Aug 05 -0.09 1.30 3.18
Robo Advisor 20 Value Tilt Betterment 0.80 Aug 05 -0.41 0.94 2.03
All Country World Bonds 0.73 Aug 05 -1.25 -0.32 -0.39
Seven Value Scott Burns 0.71 Aug 05 1.92 2.48 8.27
Dimensional Retirement Income Fund DFA 0.71 Aug 04 -0.33 0.41 2.10
Total Bond Developed World ex-US 0.70 Aug 05 -1.14 0.12 -0.29
10-year Treasury 0.70 Aug 05 -1.39 -1.16 -1.22
Total Bond US 0.68 Aug 05 -1.28 -0.74 -0.75
Rob Arnott Portfolio Rob Arnott 0.67 Aug 05 0.19 -0.17 4.18
Sheltered Sam 20/80 Bill Bernstein 0.60 Aug 05 -0.12 0.80 2.24
Five Asset Roger Gibson 0.52 Aug 05 2.22 0.67 9.59
Robo Advisor 10 Value Tilt Betterment 0.50 Aug 05 -0.17 0.59 1.26
Six Ways from Sunday Scott Burns 0.48 Aug 05 2.10 1.75 7.77
7Twelve Portfolio Craig Israelsen 0.41 Aug 05 1.75 0.45 9.60
Sheltered Sam 10/90 Bill Bernstein 0.38 Aug 05 -0.15 0.30 1.30
Conservative Income Charles Schwab 0.36 Aug 05 -0.47 0.00 0.77
Ivy Portfolio Mebane Faber 0.27 Aug 05 2.63 0.13 10.69
Robo Advisor 0 Betterment 0.20 Aug 05 0.11 0.25 0.50
Short Term Treasury 0.17 Aug 05 0.16 0.30 0.55
Sheltered Sam 0/100 Bill Bernstein 0.17 Aug 05 -0.18 -0.20 0.34
US Inflation Protection 0.16 Aug 05 -0.68 -0.95 0.02
US Cash 0.03 Aug 05 0.34 0.93 1.78