Last Update - May 29 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 | 10.22 | May 29 | 15.69 | 7.51 | 6.42 |
|
VPL
|
Pacific | 8.09 | May 29 | 9.78 | 8.58 | 20.29 |
|
EEM
|
Emerging Markets | 7.09 | May 29 | 12.68 | 8.27 | 17.37 |
|
CWB
|
US Convertible Bonds | 6.43 | May 29 | 10.53 | 8.57 | 9.36 |
|
SPY
|
US Large Cap | 5.08 | May 29 | 10.51 | 4.14 | 5.97 |
|
VTI
|
US Total Stock Market | 5.00 | May 29 | 10.40 | 4.32 | 6.22 |
|
VT
|
World All Countries | 4.43 | May 29 | 9.31 | 4.20 | 8.66 |
|
EFA
|
EAFE Stocks | 2.44 | May 29 | 5.34 | 1.57 | 10.25 |
|
VGK
|
Europe | 2.28 | May 29 | 5.71 | 0.05 | 10.06 |
|
IJR
|
US Small Cap | 1.38 | May 29 | 10.29 | 8.10 | 17.11 |
|
EMB
|
Emerg. Market Bonds | 1.13 | May 29 | 2.49 | 0.52 | 1.65 |
|
PFF
|
US Preferred Stocks | 0.93 | May 29 | 4.22 | 0.37 | 3.28 |
|
LQD
|
US Invest. Grade Bonds | 0.91 | May 29 | 0.28 | -0.44 | 0.09 |
|
BNDX
|
International Bonds | 0.79 | May 29 | 0.23 | -0.41 | -0.59 |
|
TLT
|
US Long Term Treasuries | 0.47 | May 29 | -0.84 | -0.63 | -3.05 |
|
HYG
|
US High Yield Bonds | 0.44 | May 29 | 1.52 | 0.55 | 2.42 |
|
BND
|
US Total Bond Market | 0.32 | May 29 | 0.15 | -0.01 | 0.50 |
|
BIL
|
US Cash | 0.31 | May 29 | 0.29 | 0.85 | 1.78 |
|
TIP
|
US TIPS | 0.14 | May 29 | 1.09 | 0.98 | 1.09 |
|
VNQ
|
US REITs | -0.57 | May 29 | 8.60 | 7.22 | 10.17 |
|
GLD
|
Gold | -1.35 | May 29 | -1.54 | -4.78 | 15.09 |
|
FLLA
|
Latin America | -4.82 | May 29 | 2.97 | 5.51 | 28.72 |
|
DBC
|
Commodities | -5.64 | May 29 | 7.43 | 27.30 | 40.50 |
| 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 | |
| Ark Tech Portfolio | Cathie Wood | 11.46 | May 29 | 13.37 | 0.90 | -9.47 | |
| US Stocks Momentum | 10.51 | May 29 | 18.33 | 11.08 | 12.11 | ||
| Technology | 10.22 | May 29 | 15.69 | 7.51 | 6.42 | ||
| Stocks/Bonds 80/20 Momentum | 8.48 | May 29 | 14.57 | 8.89 | 9.78 | ||
| Emerging Markets Stocks | 7.09 | May 29 | 12.68 | 8.27 | 17.37 | ||
| US Stocks ESG | 6.50 | May 29 | 12.02 | 3.68 | 4.14 | ||
| Stocks/Bonds 60/40 Momentum | 6.44 | May 29 | 10.88 | 6.69 | 7.46 | ||
| Stocks/Bonds 60/40 2x Leveraged | 5.89 | May 29 | 11.99 | 3.34 | 4.04 | ||
| Diavola Portfolio | Davide Pisicchio | 5.80 | May 29 | 10.62 | 4.70 | 5.71 | |
| US Stocks | 5.00 | May 29 | 10.40 | 4.32 | 6.22 | ||
| Dedalo Three | Dedalo Invest | 4.83 | May 29 | 10.07 | 4.28 | 6.96 | |
| Warren Buffett Portfolio | Warren Buffett | 4.72 | May 29 | 9.46 | 3.68 | 4.87 | |
| All Country World Stocks | 4.43 | May 29 | 9.31 | 4.20 | 8.66 | ||
| Stocks/Bonds 40/60 Momentum | 4.40 | May 29 | 7.24 | 4.48 | 5.13 | ||
| Developed World ex-US Stocks | 4.27 | May 29 | 7.37 | 4.10 | 14.93 | ||
| Edge Select Aggressive | Merrill Lynch | 4.18 | May 29 | 8.41 | 4.04 | 7.89 | |
| Second Grader's Starter | Paul Farrell | 4.16 | May 29 | 8.53 | 3.88 | 7.87 | |
| Dedalo Eleven | Dedalo Invest | 4.10 | May 29 | 8.13 | 3.75 | 7.40 | |
| Stocks/Bonds 80/20 | 4.06 | May 29 | 8.28 | 3.46 | 5.08 | ||
| US Stocks Quality | 4.04 | May 29 | 8.05 | 2.60 | 6.13 | ||
| Dedalo Four | Dedalo Invest | 4.01 | May 29 | 8.04 | 3.36 | 5.49 | |
| Stocks/Bonds 60/40 ESG | 4.01 | May 29 | 7.09 | 2.17 | 2.64 | ||
| Robo Advisor 90 Value Tilt | Betterment | 3.93 | May 29 | 8.19 | 4.68 | 11.08 | |
| Stocks/Bonds 40/60 2x Leveraged | 3.89 | May 29 | 7.58 | 1.77 | 1.91 | ||
| Simple Path to Wealth | JL Collins | 3.83 | May 29 | 7.76 | 3.25 | 4.79 | |
| Pepperoni Portfolio | Davide Pisicchio | 3.81 | May 29 | 7.20 | 3.36 | 4.43 | |
| Robo Advisor 100 Value Tilt | Betterment | 3.78 | May 29 | 8.44 | 4.45 | 10.91 | |
| LifeStrategy Growth Fund | Vanguard | 3.70 | May 29 | 7.45 | 3.43 | 7.38 | |
| Three Funds | Bogleheads | 3.69 | May 29 | 7.50 | 3.46 | 7.30 | |
| Four Funds | Bogleheads | 3.67 | May 29 | 7.59 | 3.55 | 7.36 | |
| All Country World 80/20 | 3.67 | May 29 | 7.53 | 3.36 | 7.00 | ||
| Mid-Twenties | Burton Malkiel | 3.62 | May 29 | 8.22 | 4.22 | 8.67 | |
| Developed World ex-US 80/20 | 3.58 | May 29 | 5.97 | 3.24 | 11.92 | ||
| Robo Advisor 80 Value Tilt | Betterment | 3.57 | May 29 | 7.37 | 4.19 | 9.93 | |
| Edge Select Moderately Aggressive | Merrill Lynch | 3.55 | May 29 | 6.96 | 3.26 | 6.42 | |
| Perfect Portfolio | Ben Stein | 3.54 | May 29 | 7.28 | 4.76 | 9.80 | |
| Late Thirties to Early Forties | Burton Malkiel | 3.47 | May 29 | 7.96 | 4.06 | 8.37 | |
| Family Taxable Portfolio | Ted Aronson | 3.43 | May 29 | 7.38 | 4.78 | 9.76 | |
| Core Four | Rick Ferri | 3.32 | May 29 | 7.52 | 3.69 | 7.18 | |
| Gretchen Tai Portfolio | Gretchen Tai | 3.25 | May 29 | 6.81 | 3.76 | 8.55 | |
| Stocks/Bonds 60/40 | 3.13 | May 29 | 6.20 | 2.60 | 3.93 | ||
| Mid-Fifties | Burton Malkiel | 3.07 | May 29 | 7.42 | 3.85 | 7.86 | |
| Margaritaville | Scott Burns | 2.99 | May 29 | 6.40 | 3.22 | 6.99 | |
| Stocks/Bonds 60/40 with Bitcoin | 2.96 | May 29 | 6.31 | 2.51 | 3.18 | ||
| All Country World 60/40 | 2.90 | May 29 | 5.77 | 2.52 | 5.33 | ||
| LifeStrategy Moderate Growth | Vanguard | 2.89 | May 29 | 5.62 | 2.56 | 5.59 | |
| Developed World ex-US 60/40 | 2.88 | May 29 | 4.56 | 2.36 | 8.87 | ||
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 2.87 | May 29 | 6.58 | 3.39 | 6.77 | |
| Long Term Portfolio | Ben Stein | 2.84 | May 29 | 7.27 | 4.06 | 8.85 | |
| Sheltered Sam 100/0 | Bill Bernstein | 2.82 | May 29 | 7.83 | 4.81 | 13.27 | |
| Robust | Alpha Architect | 2.82 | May 29 | 8.68 | 8.93 | 14.13 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | 2.80 | May 29 | 8.10 | 5.01 | 13.72 | |
| Edge Select Moderate | Merrill Lynch | 2.79 | May 29 | 5.39 | 2.52 | 5.14 | |
| Capricciosa Portfolio | Davide Pisicchio | 2.77 | May 29 | 5.55 | 2.31 | 4.67 | |
| Stocks/Bonds 40/60 ESG | 2.76 | May 29 | 4.72 | 1.42 | 1.89 | ||
| US Stocks Equal Weight | 2.74 | May 29 | 6.00 | 3.15 | 9.15 | ||
| Gone Fishin' Portfolio | Alexander Green | 2.73 | May 29 | 6.58 | 3.70 | 10.83 | |
| Shield Strategy | Aim Ways | 2.71 | May 29 | 4.31 | 0.89 | 5.88 | |
| No Brainer Portfolio | Bill Bernstein | 2.62 | May 29 | 7.18 | 4.22 | 9.25 | |
| Couch Potato | Scott Burns | 2.57 | May 29 | 5.64 | 2.66 | 3.67 | |
| Sheltered Sam 90/10 | Bill Bernstein | 2.55 | May 29 | 7.11 | 4.40 | 12.06 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | 2.54 | May 29 | 5.02 | -0.43 | 4.16 | |
| Odd-Stats Strategy | Aim Ways | 2.52 | May 29 | 4.30 | 1.74 | 4.37 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | 2.52 | May 29 | 12.54 | 6.61 | 7.90 | |
| Andrew Tobias Portfolio | Andrew Tobias | 2.51 | May 29 | 5.24 | 2.05 | 5.96 | |
| Late Sixties and Beyond | Burton Malkiel | 2.46 | May 29 | 6.48 | 3.46 | 6.91 | |
| Four Square | Scott Burns | 2.42 | May 29 | 4.83 | 2.32 | 5.12 | |
| Yale Endowment | David Swensen | 2.38 | May 29 | 6.71 | 3.94 | 7.32 | |
| Simple and Cheap | Time Money Inc | 2.37 | May 29 | 5.55 | 2.86 | 5.72 | |
| Stocks/Bonds 20/80 Momentum | 2.36 | May 29 | 3.67 | 2.24 | 2.81 | ||
| Lazy Portfolio | David Swensen | 2.31 | May 29 | 6.77 | 3.97 | 7.08 | |
| Global Market Portfolio | Credit Suisse | 2.31 | May 29 | 4.30 | 2.06 | 4.13 | |
| European Stocks | 2.28 | May 29 | 5.71 | 0.05 | 10.06 | ||
| Sheltered Sam 80/20 | Bill Bernstein | 2.28 | May 29 | 6.39 | 3.99 | 10.85 | |
| Robo Advisor 50 Value Tilt | Betterment | 2.25 | May 29 | 4.68 | 2.36 | 5.81 | |
| In Saecula Saeculorum | Fulvio Marchese | 2.25 | May 29 | 4.40 | 1.36 | 4.64 | |
| Four Seasons Portfolio | Davide Pisicchio | 2.21 | May 29 | 4.47 | 1.65 | 4.96 | |
| Stocks/Bonds 40/60 | 2.19 | May 29 | 4.15 | 1.73 | 2.79 | ||
| Developed World ex-US 40/60 | 2.18 | May 29 | 3.14 | 1.45 | 5.77 | ||
| Ulcer Free Strategy | Aim Ways | 2.18 | May 29 | 3.06 | 1.35 | 4.01 | |
| All Country World 40/60 | 2.14 | May 29 | 4.01 | 1.66 | 3.66 | ||
| Tilt Toward Value | Time Money Inc | 2.12 | May 29 | 5.39 | 2.99 | 6.23 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | 2.11 | May 29 | 3.49 | 2.79 | 7.01 | |
| Coward's Portfolio | Bill Bernstein | 2.11 | May 29 | 5.48 | 3.50 | 8.06 | |
| Edge Select Moderately Conservative | Merrill Lynch | 2.10 | May 29 | 3.81 | 1.67 | 3.60 | |
| Sandwich Portfolio | Bob Clyatt | 2.09 | May 29 | 5.24 | 2.86 | 6.27 | |
| LifeStrategy Conservative Growth | Vanguard | 2.08 | May 29 | 3.79 | 1.67 | 3.80 | |
| Stocks/Bonds 40/60 with Bitcoin | 2.03 | May 29 | 4.25 | 1.64 | 2.03 | ||
| Sheltered Sam 70/30 | Bill Bernstein | 2.01 | May 29 | 5.67 | 3.57 | 9.64 | |
| US Stocks Minimum Volatility | 1.94 | May 29 | 2.05 | 0.04 | 2.41 | ||
| US Stocks Value | 1.94 | May 29 | 5.95 | 3.35 | 8.21 | ||
| JP Morgan Balanced Portfolio | JP Morgan | 1.93 | May 29 | 6.02 | 4.41 | 8.49 | |
| Ideal Index | Frank Armstrong | 1.91 | May 29 | 5.89 | 3.88 | 9.55 | |
| Lifepath Fund | iShares | 1.90 | May 29 | 3.98 | 1.96 | 4.13 | |
| Golden Ratio Portfolio | Frank Vasquez | 1.89 | May 29 | 4.32 | 1.83 | 7.00 | |
| Five Fold | Scott Burns | 1.82 | May 29 | 5.59 | 3.30 | 6.14 | |
| Pinwheel | Tyler | 1.76 | May 29 | 5.66 | 3.07 | 9.52 | |
| Sheltered Sam 60/40 | Bill Bernstein | 1.73 | May 29 | 4.95 | 3.15 | 8.43 | |
| GAA Global Asset Allocation | Mebane Faber | 1.71 | May 29 | 4.10 | 3.41 | 7.12 | |
| Margherita Portfolio | Davide Pisicchio | 1.70 | May 29 | 3.45 | 1.22 | 4.39 | |
| Developed World ex-US Stocks Momentum | 1.68 | May 29 | 8.12 | 2.43 | 12.89 | ||
| Golden Butterfly 2x Leveraged | Tyler | 1.63 | May 29 | 7.11 | 0.78 | 12.89 | |
| Ultimate Buy&Hold | FundAdvice | 1.60 | May 29 | 4.97 | 3.13 | 8.57 | |
| Aim comfortable trip | Aim Ways | 1.60 | May 29 | 3.09 | 1.06 | 7.36 | |
| Gold Pivot Ptf | Aim Ways | 1.60 | May 29 | 2.14 | -0.63 | 6.99 | |
| Talmud Portfolio | Roger Gibson | 1.58 | May 29 | 6.34 | 3.87 | 5.63 | |
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | 1.53 | May 29 | 3.40 | -2.81 | 8.02 | |
| Dynamic 40/60 Income | The Lazy Team | 1.52 | May 29 | 3.71 | 1.21 | 2.95 | |
| Big Rocks Portfolio | Larry Swedroe | 1.51 | May 29 | 5.05 | 3.36 | 8.50 | |
| Coffeehouse | Bill Schultheis | 1.49 | May 29 | 5.25 | 3.52 | 7.82 | |
| Developed World ex-US 20/80 | 1.49 | May 29 | 1.69 | 0.53 | 2.62 | ||
| Simple Money Portfolio | Tim Maurer | 1.46 | May 29 | 4.31 | 2.55 | 8.44 | |
| Nano Portfolio | John Wasik | 1.46 | May 29 | 5.08 | 2.83 | 5.73 | |
| Sheltered Sam 50/50 | Bill Bernstein | 1.46 | May 29 | 4.22 | 2.72 | 7.22 | |
| PISI Portfolio | Davide Pisicchio | 1.43 | May 29 | 2.79 | 0.70 | 3.56 | |
| Eliminate Fat Tails | Larry Swedroe | 1.42 | May 29 | 4.00 | 3.19 | 6.12 | |
| All Country World 20/80 | 1.37 | May 29 | 2.26 | 0.80 | 1.99 | ||
| Developed World ex-US 60/40 Momentum | 1.32 | May 29 | 4.97 | 1.33 | 7.67 | ||
| One-Decision Portfolio | Marvin Appel | 1.32 | May 29 | 4.85 | 3.18 | 5.54 | |
| Desert Portfolio | Gyroscopic Investing | 1.29 | May 29 | 2.83 | 0.73 | 3.90 | |
| LifeStrategy Income Fund | Vanguard | 1.27 | May 29 | 1.98 | 0.77 | 1.99 | |
| Stocks/Bonds 20/80 | 1.25 | May 29 | 2.13 | 0.86 | 1.64 | ||
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 1.21 | May 29 | 3.07 | 0.79 | 2.87 | |
| Sheltered Sam 40/60 | Bill Bernstein | 1.19 | May 29 | 3.49 | 2.30 | 6.01 | |
| Dynamic 60/40 Income | The Lazy Team | 1.18 | May 29 | 4.95 | 2.56 | 4.67 | |
| Edge Select Conservative | Merrill Lynch | 1.15 | May 29 | 2.03 | 1.14 | 2.89 | |
| All Weather Portfolio | Ray Dalio | 1.14 | May 29 | 3.20 | 2.83 | 5.06 | |
| Developed World ex-US 40/60 Momentum | 1.14 | May 29 | 3.39 | 0.76 | 4.98 | ||
| Golden Butterfly | Tyler | 1.12 | May 29 | 3.38 | 1.16 | 7.83 | |
| Permanent Portfolio | Harry Browne | 1.11 | May 29 | 1.91 | -0.19 | 5.50 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | 1.11 | May 29 | 3.33 | 2.55 | 3.80 | |
| Golden Butterfly with Bitcoin | Tyler | 1.04 | May 29 | 3.61 | 1.22 | 6.80 | |
| Permanent Portfolio with Bitcoin | Harry Browne | 1.02 | May 29 | 2.14 | -0.13 | 4.50 | |
| Robo Advisor 20 Value Tilt | Betterment | 0.99 | May 29 | 2.03 | 1.09 | 3.00 | |
| High Yield Bonds Income | The Lazy Team | 0.92 | May 29 | 1.52 | 0.21 | 1.41 | |
| Sheltered Sam 30/70 | Bill Bernstein | 0.92 | May 29 | 2.76 | 1.86 | 4.79 | |
| Marc Faber Portfolio | Marc Faber | 0.91 | May 29 | 4.14 | 1.67 | 9.52 | |
| Simplified Permanent Portfolio | The Lazy Team | 0.89 | May 29 | 1.98 | -0.27 | 5.71 | |
| Seven Value | Scott Burns | 0.88 | May 29 | 4.05 | 5.65 | 11.44 | |
| Paul Boyer Portfolio | Paul Boyer | 0.86 | May 29 | 2.32 | 0.71 | 8.07 | |
| Larry Portfolio | Larry Swedroe | 0.81 | May 29 | 2.85 | 1.86 | 5.26 | |
| Total Bond Developed World ex-US | 0.79 | May 29 | 0.23 | -0.41 | -0.59 | ||
| Dimensional Retirement Income Fund | DFA | 0.79 | May 28 | 2.35 | 1.59 | 3.12 | |
| Weird Portfolio | Value Stock Geek | 0.68 | May 29 | 4.35 | 2.12 | 10.82 | |
| Rob Arnott Portfolio | Rob Arnott | 0.68 | May 29 | 3.66 | 4.36 | 6.64 | |
| Sheltered Sam 20/80 | Bill Bernstein | 0.65 | May 29 | 2.02 | 1.43 | 3.58 | |
| Six Ways from Sunday | Scott Burns | 0.61 | May 29 | 3.82 | 5.92 | 11.27 | |
| All Country World Bonds | 0.60 | May 29 | 0.53 | -0.07 | 0.30 | ||
| Five Asset | Roger Gibson | 0.60 | May 29 | 6.88 | 8.86 | 14.17 | |
| Robo Advisor 10 Value Tilt | Betterment | 0.54 | May 29 | 1.11 | 0.66 | 2.08 | |
| Aggressive Global Income | The Lazy Team | 0.52 | May 29 | 4.48 | 4.52 | 12.05 | |
| Sheltered Sam 10/90 | Bill Bernstein | 0.38 | May 29 | 1.29 | 0.99 | 2.37 | |
| Total Bond US | 0.32 | May 29 | 0.15 | -0.01 | 0.50 | ||
| US Cash | 0.31 | May 29 | 0.29 | 0.85 | 1.78 | ||
| Conservative Income | Charles Schwab | 0.27 | May 29 | 0.88 | 0.77 | 1.49 | |
| Berkshire Hathaway | Warren Buffett | 0.17 | May 29 | -0.87 | -1.47 | -0.54 | |
| US Inflation Protection | 0.14 | May 29 | 1.09 | 0.98 | 1.09 | ||
| 7Twelve Portfolio | Craig Israelsen | 0.13 | May 29 | 5.79 | 9.11 | 14.02 | |
| Sheltered Sam 0/100 | Bill Bernstein | 0.10 | May 29 | 0.55 | 0.54 | 1.15 | |
| Ivy Portfolio | Mebane Faber | 0.10 | May 29 | 6.68 | 10.55 | 15.90 | |
| Robo Advisor 0 | Betterment | 0.09 | May 29 | 0.20 | 0.24 | 1.19 | |
| Short Term Treasury | 0.08 | May 29 | 0.19 | 0.25 | 1.20 | ||
| 10-year Treasury | -0.05 | May 29 | -0.15 | -0.06 | -0.07 | ||
| Cape US Sector Value | Robert Shiller | -0.83 | May 29 | 5.50 | -1.21 | 3.92 | |
| Cockroach Portfolio | Tony Dong | -1.14 | May 29 | 0.59 | 0.03 | 7.51 | |
| Gold | -1.35 | May 29 | -1.54 | -4.78 | 15.09 | ||
