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
IJR
US Small Cap Blend -1.92 6.42 15.04
CWB
US Convertible Bonds -5.46 1.16 9.82
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
VT
World All Countries -0.69 3.45 7.80
VNQ
US REITs 2.61 3.63 11.11
EFA
EAFE Stocks 1.64 4.82 6.46
EMB
Emerg. Market Bonds -1.44 0.07 0.59
BNDX
International Bonds -1.14 0.12 -0.29
PFF
US Preferred Stocks 0.40 -1.80 -1.44
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
BND
US Total Bond Market -1.28 -0.74 -0.75
HYG
US High Yield Bonds -0.15 0.37 0.92
EEM
Emerging Markets -6.31 0.68 9.01
BIL
US Cash 0.34 0.93 1.78
GLD
Gold 0.86 -12.30 -16.50
TIP
US TIPS -0.68 -0.95 0.02
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.
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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 2.93 Aug 03 -9.69 2.94 3.86
Stocks/Bonds 60/40 2x Leveraged 1.48 Aug 03 -1.60 2.86 6.29
Technology 1.38 Aug 03 -6.57 3.15 10.89
US Stocks ESG 1.36 Aug 03 -0.17 5.19 9.06
US Stocks 1.32 Aug 03 -0.49 4.26 8.77
Dedalo Three Dedalo Invest 1.19 Aug 03 -0.55 4.02 8.47
Diavola Portfolio Davide Pisicchio 1.18 Aug 03 -2.10 3.55 8.41
Warren Buffett Portfolio Warren Buffett 1.13 Aug 03 -0.07 3.93 7.75
All Weather Portfolio 2x Leveraged Ray Dalio 1.07 Aug 03 -1.87 -3.06 -0.36
Stocks/Bonds 80/20 1.03 Aug 03 -0.64 3.30 6.88
Stocks/Bonds 40/60 2x Leveraged 0.99 Aug 03 -2.17 0.86 2.65
Talmud Portfolio 2x Leveraged Roger Gibson 0.98 Aug 03 0.21 2.07 8.82
Dedalo Four Dedalo Invest 0.97 Aug 03 -0.66 3.27 6.73
Golden Butterfly 2x Leveraged Tyler 0.97 Aug 03 -2.52 -2.36 -1.60
Simple Path to Wealth JL Collins 0.96 Aug 03 -0.68 3.06 6.41
All Country World Stocks 0.88 Aug 03 -0.69 3.45 7.80
Second Grader's Starter Paul Farrell 0.82 Aug 03 -0.75 3.36 7.37
US Stocks Quality 0.81 Aug 03 -0.05 6.01 8.77
Stocks/Bonds 60/40 ESG 0.79 Aug 03 -0.62 2.83 5.06
Pepperoni Portfolio Davide Pisicchio 0.78 Aug 03 -1.43 2.39 5.83
Stocks/Bonds 60/40 with Bitcoin 0.76 Aug 03 -0.69 2.00 4.56
Stocks/Bonds 60/40 0.74 Aug 03 -0.79 2.33 4.99
US Stocks Equal Weight 0.74 Aug 03 1.05 6.10 9.43
All Country World 80/20 0.70 Aug 03 -0.80 2.74 6.19
Edge Select Aggressive Merrill Lynch 0.70 Aug 03 -1.27 3.06 7.22
Three Funds Bogleheads 0.68 Aug 03 -0.82 2.88 6.44
LifeStrategy Growth Fund Vanguard 0.67 Aug 03 -0.82 2.90 6.43
Desert Portfolio 2x Leveraged Gyroscopic Investing 0.67 Aug 03 -2.12 -2.48 -2.90
Core Four Rick Ferri 0.67 Aug 03 -0.53 2.92 6.71
No Brainer Portfolio Bill Bernstein 0.66 Aug 03 -0.79 3.56 7.93
Cape US Sector Value Robert Shiller 0.66 Aug 03 1.40 1.30 0.07
Dedalo Eleven Dedalo Invest 0.65 Aug 03 -1.10 2.95 6.80
Sheltered Sam 100/0 Bill Bernstein 0.64 Aug 03 0.11 4.51 9.54
Robo Advisor 100 Value Tilt Betterment 0.63 Aug 03 -0.46 4.27 8.91
Four Funds Bogleheads 0.62 Aug 03 -0.77 2.86 6.51
Capricciosa Portfolio Davide Pisicchio 0.62 Aug 03 -0.79 1.38 3.72
Ultimate Buy and Hold Strategy Paul Merriman 0.56 Aug 03 0.30 4.07 9.29
Robo Advisor 90 Value Tilt Betterment 0.56 Aug 03 -1.15 3.43 8.27
Edge Select Moderately Aggressive Merrill Lynch 0.55 Aug 03 -1.22 2.40 5.74
Long Term Portfolio Ben Stein 0.54 Aug 03 -0.27 3.43 7.63
Golden Ratio Portfolio Frank Vasquez 0.54 Aug 03 -1.22 -0.68 1.14
Sheltered Sam 90/10 Bill Bernstein 0.53 Aug 03 0.08 4.08 8.66
All Country World 60/40 0.53 Aug 03 -0.90 2.01 4.58
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.53 Aug 03 -0.42 2.52 5.99
Stocks/Bonds 40/60 ESG 0.50 Aug 03 -0.86 1.62 3.06
Talmud Portfolio Roger Gibson 0.50 Aug 03 0.33 2.45 6.42
Aggressive Portfolio Lyn Alden 0.49 Aug 03 -0.64 2.54 6.26
LifeStrategy Moderate Growth Vanguard 0.49 Aug 03 -0.92 2.09 4.70
Mid-Twenties Burton Malkiel 0.49 Aug 03 -0.92 3.14 7.49
Robo Advisor 80 Value Tilt Betterment 0.49 Aug 03 -1.19 3.02 7.33
In Saecula Saeculorum Fulvio Marchese 0.48 Aug 03 -0.74 0.31 1.67
Stocks/Bonds 40/60 with Bitcoin 0.47 Aug 03 -0.84 0.99 2.65
Perfect Portfolio Ben Stein 0.46 Aug 03 -0.44 2.74 7.63
Late Thirties to Early Forties Burton Malkiel 0.46 Aug 03 -0.84 3.11 7.30
Stocks/Bonds 40/60 0.46 Aug 03 -0.95 1.33 3.08
Family Taxable Portfolio Ted Aronson 0.45 Aug 03 -2.50 2.39 7.29
Golden Butterfly with Bitcoin Tyler 0.45 Aug 03 -0.83 -0.96 0.25
Berkshire Hathaway Warren Buffett 0.44 Aug 03 2.37 7.68 6.10
Tilt Toward Value Time Money Inc 0.44 Aug 03 -0.47 2.36 5.42
Coffeehouse Bill Schultheis 0.44 Aug 03 -0.50 2.81 6.44
Four Seasons Portfolio Davide Pisicchio 0.44 Aug 03 -0.74 0.27 1.93
Andrew Tobias Portfolio Andrew Tobias 0.44 Aug 03 0.44 3.18 5.30
US Stocks Value 0.43 Aug 03 1.94 4.08 7.56
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.43 Aug 03 -1.74 -6.43 -9.06
Simple and Cheap Time Money Inc 0.43 Aug 03 -0.58 2.07 4.99
Moderate Portfolio Lyn Alden 0.43 Aug 03 -0.94 2.08 5.40
Sheltered Sam 80/20 Bill Bernstein 0.43 Aug 03 0.06 3.63 7.76
Golden Butterfly Tyler 0.41 Aug 03 -0.90 -0.91 0.24
Mid-Fifties Burton Malkiel 0.40 Aug 03 -0.69 2.96 6.92
Edge Select Moderate Merrill Lynch 0.40 Aug 03 -1.22 1.74 4.30
Gretchen Tai Portfolio Gretchen Tai 0.36 Aug 03 -1.35 2.25 6.09
Shield Strategy Aim Ways 0.36 Aug 03 -1.53 -1.28 -0.40
Weird Portfolio Value Stock Geek 0.36 Aug 03 0.13 -0.69 1.41
All Country World 40/60 0.35 Aug 03 -1.02 1.25 2.94
Conservative Portfolio Lyn Alden 0.35 Aug 03 -0.13 1.63 4.40
Yale Endowment David Swensen 0.35 Aug 03 -0.29 2.34 6.38
One-Decision Portfolio Marvin Appel 0.34 Aug 03 0.16 2.24 5.49
Odd-Stats Strategy Aim Ways 0.34 Aug 03 -1.59 0.20 1.95
Coward's Portfolio Bill Bernstein 0.34 Aug 03 -0.47 2.98 6.58
JP Morgan Balanced Portfolio JP Morgan 0.33 Aug 03 0.09 2.21 6.71
Big Rocks Portfolio Larry Swedroe 0.33 Aug 03 0.28 3.15 6.62
Simple Money Portfolio Tim Maurer 0.33 Aug 03 0.83 2.97 5.60
Gone Fishin' Portfolio Alexander Green 0.33 Aug 03 -1.59 1.71 5.48
US Stocks Minimum Volatility 0.33 Aug 03 1.52 3.80 3.84
Couch Potato Scott Burns 0.33 Aug 03 -0.59 1.71 4.42
Lazy Portfolio David Swensen 0.32 Aug 03 -0.32 2.29 6.35
Sheltered Sam 70/30 Bill Bernstein 0.32 Aug 03 0.03 3.18 6.86
Sandwich Portfolio Bob Clyatt 0.32 Aug 03 -0.56 1.84 4.75
Ulcer Free Strategy Aim Ways 0.32 Aug 03 -2.43 -1.24 0.09
Ideal Index Frank Armstrong 0.31 Aug 03 -0.30 3.22 7.23
LifeStrategy Conservative Growth Vanguard 0.31 Aug 03 -1.02 1.26 2.95
Late Sixties and Beyond Burton Malkiel 0.30 Aug 03 -0.39 2.75 6.31
Pinwheel Tyler 0.30 Aug 03 -0.18 1.36 4.46
Developed World ex-US Stocks 0.30 Aug 03 -0.88 3.19 7.42
Margherita Portfolio Davide Pisicchio 0.28 Aug 03 -0.75 -0.22 0.99
European Stocks 0.28 Aug 03 2.32 5.38 5.43
Aim comfortable trip Aim Ways 0.27 Aug 03 -0.23 0.29 1.36
Margaritaville Scott Burns 0.27 Aug 03 -0.75 2.13 5.42
Robo Advisor 50 Value Tilt Betterment 0.27 Aug 03 -0.91 2.01 4.42
PISI Portfolio Davide Pisicchio 0.27 Aug 03 -0.98 -0.65 0.04
Developed World ex-US 80/20 0.26 Aug 03 -0.93 2.62 5.94
Edge Select Moderately Conservative Merrill Lynch 0.25 Aug 03 -1.14 1.08 2.77
Lifepath Fund iShares 0.25 Aug 03 -0.94 1.25 3.24
Global Market Portfolio Credit Suisse 0.25 Aug 03 -1.69 0.86 2.94
Desert Portfolio with Bitcoin Gyroscopic Investing 0.24 Aug 03 -0.31 -0.34 0.45
Five Fold Scott Burns 0.24 Aug 03 -0.13 2.05 5.42
Dynamic 60/40 Income The Lazy Team 0.24 Aug 03 0.53 1.41 4.00
Four Square Scott Burns 0.23 Aug 03 -0.85 1.63 3.99
Developed World ex-US 60/40 0.23 Aug 03 -0.98 2.03 4.43
Nano Portfolio John Wasik 0.22 Aug 03 0.41 2.28 5.17
All Weather Portfolio with Bitcoin Ray Dalio 0.22 Aug 03 -1.05 -1.44 1.07
Sheltered Sam 60/40 Bill Bernstein 0.21 Aug 03 0.00 2.72 5.96
Desert Portfolio Gyroscopic Investing 0.21 Aug 03 -0.39 -0.29 0.44
Dynamic 40/60 Income The Lazy Team 0.21 Aug 03 -0.31 0.67 1.88
Permanent Portfolio with Bitcoin Harry Browne 0.20 Aug 03 -0.89 -2.60 -2.73
Ultimate Buy&Hold FundAdvice 0.19 Aug 03 0.10 2.37 5.58
Developed World ex-US 40/60 0.19 Aug 03 -1.03 1.42 2.89
Aggressive Global Income The Lazy Team 0.19 Aug 03 1.93 3.58 8.26
All Country World 20/80 0.18 Aug 03 -1.13 0.48 1.28
Stocks/Bonds 20/80 0.17 Aug 03 -1.11 0.31 1.17
Permanent Portfolio Harry Browne 0.17 Aug 03 -0.97 -2.55 -2.73
All Weather Portfolio Ray Dalio 0.17 Aug 03 -1.01 -1.33 1.46
Developed World ex-US 20/80 0.16 Aug 03 -1.08 0.78 1.32
Simplified Permanent Portfolio The Lazy Team 0.16 Aug 03 -0.63 -2.66 -2.91
Marc Faber Portfolio Marc Faber 0.14 Aug 03 0.18 -1.48 0.16
LifeStrategy Income Fund Vanguard 0.13 Aug 03 -1.13 0.40 1.18
Gold Pivot Ptf Aim Ways 0.13 Aug 03 -1.25 -3.47 -4.08
Total Bond Developed World ex-US 0.13 Aug 03 -1.14 0.12 -0.29
GAA Global Asset Allocation Mebane Faber 0.12 Aug 03 -0.78 -0.28 3.12
Seven Value Scott Burns 0.11 Aug 03 1.92 2.48 8.27
Developed World ex-US 40/60 Momentum 0.11 Aug 03 -1.59 0.74 1.51
Sheltered Sam 50/50 Bill Bernstein 0.10 Aug 03 -0.03 2.25 5.04
Developed World ex-US 60/40 Momentum 0.10 Aug 03 -1.80 1.04 2.38
Six Ways from Sunday Scott Burns 0.09 Aug 03 2.10 1.75 7.77
Developed World ex-US Stocks Momentum 0.08 Aug 03 -2.19 1.61 4.07
US Stocks Momentum 0.07 Aug 03 -12.61 5.61 17.31
Larry Portfolio Larry Swedroe 0.04 Aug 03 -0.79 0.70 2.57
Stocks/Bonds 80/20 Momentum 0.03 Aug 03 -10.86 4.47 13.76
Edge Select Conservative Merrill Lynch 0.02 Aug 03 -0.67 0.94 2.09
All Country World Bonds 0.00 Aug 03 -1.25 -0.32 -0.39
Stocks/Bonds 60/40 Momentum -0.01 Aug 03 -8.89 3.26 10.17
Sheltered Sam 40/60 Bill Bernstein -0.01 Aug 03 -0.06 1.78 4.12
Paul Boyer Portfolio Paul Boyer -0.01 Aug 03 -2.08 -2.75 -2.06
Stocks/Bonds 40/60 Momentum -0.04 Aug 03 -6.67 1.99 6.56
Robo Advisor 20 Value Tilt Betterment -0.05 Aug 03 -0.41 0.94 2.03
High Yield Bonds Income The Lazy Team -0.06 Aug 03 -1.43 -0.33 -0.12
Five Asset Roger Gibson -0.07 Aug 03 2.22 0.67 9.59
Stocks/Bonds 20/80 Momentum -0.08 Aug 03 -4.16 0.66 2.92
Rob Arnott Portfolio Rob Arnott -0.09 Aug 03 0.19 -0.17 4.18
Robust Alpha Architect -0.10 Aug 03 -2.35 2.57 11.73
Sheltered Sam 30/70 Bill Bernstein -0.11 Aug 03 -0.09 1.30 3.18
Total Bond US -0.12 Aug 03 -1.28 -0.74 -0.75
Cockroach Portfolio Tony Dong -0.14 Aug 03 0.42 -1.27 -1.24
Eliminate Fat Tails Larry Swedroe -0.14 Aug 03 -1.54 1.15 4.37
Robo Advisor 10 Value Tilt Betterment -0.17 Aug 03 -0.17 0.59 1.26
10-year Treasury -0.17 Aug 03 -1.39 -1.16 -1.22
7Twelve Portfolio Craig Israelsen -0.18 Aug 03 1.75 0.45 9.60
Ivy Portfolio Mebane Faber -0.19 Aug 03 2.63 0.13 10.69
Sheltered Sam 20/80 Bill Bernstein -0.22 Aug 03 -0.12 0.80 2.24
Conservative Income Charles Schwab -0.23 Aug 03 -0.47 0.00 0.77
Emerging Markets Stocks -0.25 Aug 03 -6.31 0.68 9.01
US Cash -0.27 Aug 03 0.34 0.93 1.78
Robo Advisor 0 Betterment -0.28 Aug 03 0.11 0.25 0.50
Short Term Treasury -0.29 Aug 03 0.16 0.30 0.55
Sheltered Sam 10/90 Bill Bernstein -0.33 Aug 03 -0.15 0.30 1.30
Gold -0.34 Aug 03 0.86 -12.30 -16.50
Sheltered Sam 0/100 Bill Bernstein -0.44 Aug 03 -0.18 -0.20 0.34
US Inflation Protection -0.67 Aug 03 -0.68 -0.95 0.02
Dimensional Retirement Income Fund DFA - not available -0.33 0.41 2.10