Last Update - 30 September 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 Sep 26
Ticker Asset Class 1M 3M 6M
DBC
Commodities 3.26 21.23 11.64
TLT
US Long Term Treasuries -5.38 -8.95 -8.18
VNQ
US REITs -6.26 -6.25 2.82
LQD
US Invest. Grade Bonds -3.39 -5.18 -3.99
TIP
US TIPS -2.60 -3.29 -2.50
BND
US Total Bond Market -2.55 -3.45 -2.78
IJR
US Small Cap Blend -5.53 -7.94 10.16
EMB
Emerg. Market Bonds -3.73 -4.58 -0.71
BNDX
International Bonds -1.18 -2.51 -1.04
SPY
US Large Cap Blend -0.33 2.38 17.86
VTI
US Total Stock Market -0.78 1.39 17.29
BIL
US Cash 0.28 0.90 1.79
HYG
US High Yield Bonds -2.73 -2.00 0.01
VT
World All Countries -1.43 0.83 14.83
EFA
EAFE Stocks -3.31 0.01 8.65
GLD
Gold -6.75 3.38 -11.49
PFF
US Preferred Stocks -2.62 -1.87 0.03
QQQ
US Technology 3.32 0.56 28.44
EEM
Emerging Markets -0.34 -2.37 18.22
CWB
US Convertible Bonds -0.84 -5.74 11.47
IJH
US Mid Cap Blend -4.22 -6.41 7.14
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 Oct 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 Sep 26
Portfolio Author Oct 26▾ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 7.89 Oct 20 -1.27 -0.25 4.02
US Stocks Minimum Volatility 4.87 Oct 20 -3.70 1.35 5.74
Cape US Sector Value Robert Shiller 4.59 Oct 20 -6.19 -4.41 0.74
All Weather Portfolio 2x Leveraged Ray Dalio 4.49 Oct 20 -6.63 -3.81 -1.66
Cockroach Portfolio Tony Dong 4.44 Oct 20 -4.23 -2.05 -3.13
US Stocks Value 3.74 Oct 20 -3.21 0.55 8.76
US Stocks Equal Weight 3.43 Oct 20 -4.83 -1.87 9.22
Seven Value Scott Burns 2.50 Oct 20 -2.89 0.95 5.60
Six Ways from Sunday Scott Burns 2.30 Oct 20 -2.80 1.18 4.67
Talmud Portfolio 2x Leveraged Roger Gibson 2.15 Oct 20 -6.96 -6.68 6.97
All Weather Portfolio Ray Dalio 1.94 Oct 20 -2.68 -1.33 1.49
Aggressive Global Income The Lazy Team 1.90 Oct 20 -4.22 -2.05 4.00
All Weather Portfolio with Bitcoin Ray Dalio 1.84 Oct 20 -2.57 -1.07 1.82
Stocks/Bonds 40/60 2x Leveraged 1.74 Oct 20 -4.27 -4.21 6.24
Stocks/Bonds 60/40 2x Leveraged 1.50 Oct 20 -3.15 -1.62 15.18
US Inflation Protection 1.47 Oct 20 -2.60 -3.29 -2.50
10-year Treasury 1.46 Oct 20 -3.35 -4.58 -4.51
Rob Arnott Portfolio Rob Arnott 1.46 Oct 20 -2.08 -0.71 2.55
Talmud Portfolio Roger Gibson 1.45 Oct 20 -3.20 -2.75 5.61
Desert Portfolio 2x Leveraged Gyroscopic Investing 1.44 Oct 20 -5.49 -4.38 0.05
Ivy Portfolio Mebane Faber 1.30 Oct 20 -1.12 3.66 7.89
Five Asset Roger Gibson 1.28 Oct 20 -1.42 2.86 8.28
US Stocks Quality 1.27 Oct 20 0.04 1.50 16.32
Total Bond US 1.22 Oct 20 -2.55 -3.45 -2.78
Coffeehouse Bill Schultheis 1.21 Oct 20 -3.46 -3.30 5.17
One-Decision Portfolio Marvin Appel 1.15 Oct 20 -2.56 -2.19 4.68
Stocks/Bonds 20/80 1.10 Oct 20 -2.16 -2.40 1.10
Nano Portfolio John Wasik 1.05 Oct 20 -3.11 -2.28 4.59
Weird Portfolio Value Stock Geek 1.04 Oct 20 -5.37 -3.21 0.17
Golden Butterfly Tyler 1.04 Oct 20 -3.86 -2.22 1.07
Couch Potato Scott Burns 1.03 Oct 20 -1.64 -0.84 7.17
PISI Portfolio Davide Pisicchio 0.99 Oct 20 -2.85 -1.98 1.09
Golden Butterfly with Bitcoin Tyler 0.99 Oct 20 -3.64 -1.75 1.67
All Country World Bonds 0.98 Oct 20 -2.25 -3.29 -1.86
7Twelve Portfolio Craig Israelsen 0.98 Oct 20 -1.12 2.53 7.09
Stocks/Bonds 40/60 0.97 Oct 20 -1.79 -1.40 5.05
Conservative Income Charles Schwab 0.96 Oct 20 -1.99 -2.34 -1.02
Sheltered Sam 100/0 Bill Bernstein 0.93 Oct 20 -3.37 -1.48 10.91
Sheltered Sam 90/10 Bill Bernstein 0.92 Oct 20 -3.19 -1.48 9.74
Sheltered Sam 80/20 Bill Bernstein 0.92 Oct 20 -3.01 -1.48 8.57
Sheltered Sam 70/30 Bill Bernstein 0.91 Oct 20 -2.83 -1.47 7.39
Sheltered Sam 60/40 Bill Bernstein 0.90 Oct 20 -2.64 -1.47 6.21
Sheltered Sam 50/50 Bill Bernstein 0.90 Oct 20 -2.44 -1.47 5.03
Sheltered Sam 40/60 Bill Bernstein 0.89 Oct 20 -2.24 -1.47 3.85
Stocks/Bonds 40/60 with Bitcoin 0.89 Oct 20 -1.65 -0.84 5.29
Permanent Portfolio Harry Browne 0.88 Oct 20 -3.07 -0.85 -0.56
Sheltered Sam 30/70 Bill Bernstein 0.88 Oct 20 -2.03 -1.46 2.66
Sheltered Sam 20/80 Bill Bernstein 0.87 Oct 20 -1.82 -1.46 1.46
Sheltered Sam 10/90 Bill Bernstein 0.87 Oct 20 -1.60 -1.46 0.27
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.87 Oct 20 -6.75 -3.23 -4.71
Sheltered Sam 0/100 Bill Bernstein 0.86 Oct 20 -1.37 -1.45 -0.93
Stocks/Bonds 60/40 0.85 Oct 20 -1.44 -0.43 9.06
Permanent Portfolio with Bitcoin Harry Browne 0.83 Oct 20 -2.84 -0.35 0.03
Tilt Toward Value Time Money Inc 0.81 Oct 20 -2.56 -1.94 6.28
Golden Ratio Portfolio Frank Vasquez 0.81 Oct 20 -2.81 -1.46 3.36
GAA Global Asset Allocation Mebane Faber 0.78 Oct 20 -2.25 -0.99 3.59
LifeStrategy Income Fund Vanguard 0.77 Oct 20 -1.99 -2.36 1.11
Late Sixties and Beyond Burton Malkiel 0.77 Oct 20 -2.60 -1.88 7.76
Stocks/Bonds 60/40 with Bitcoin 0.76 Oct 20 -1.30 0.12 9.32
In Saecula Saeculorum Fulvio Marchese 0.76 Oct 20 -2.18 -0.68 4.78
Simple Path to Wealth JL Collins 0.75 Oct 20 -1.19 0.27 12.11
High Yield Bonds Income The Lazy Team 0.75 Oct 20 -3.49 -4.11 -1.57
All Country World 20/80 0.73 Oct 20 -2.07 -2.40 1.44
Stocks/Bonds 80/20 0.72 Oct 20 -1.10 0.50 13.14
Total Bond Developed World ex-US 0.71 Oct 20 -1.18 -2.51 -1.04
Simplified Permanent Portfolio The Lazy Team 0.71 Oct 20 -3.50 -1.11 -1.21
Five Fold Scott Burns 0.68 Oct 20 -2.67 -2.24 5.48
Edge Select Conservative Merrill Lynch 0.67 Oct 20 -1.69 -1.61 2.02
Global Market Portfolio Credit Suisse 0.67 Oct 20 -2.48 -2.88 3.92
Dimensional Retirement Income Fund DFA 0.67 Oct 19 -2.44 -1.99 1.16
Odd-Stats Strategy Aim Ways 0.67 Oct 20 -1.95 -1.44 4.66
Desert Portfolio Gyroscopic Investing 0.66 Oct 20 -2.09 -0.70 2.22
Lifepath Fund iShares 0.66 Oct 20 -2.15 -1.88 4.28
Conservative Portfolio Lyn Alden 0.63 Oct 20 -2.58 -0.88 6.40
Simple Money Portfolio Tim Maurer 0.63 Oct 20 -2.92 -1.03 5.43
Desert Portfolio with Bitcoin Gyroscopic Investing 0.61 Oct 20 -1.86 -0.20 2.84
US Stocks 0.60 Oct 20 -0.78 1.39 17.29
Big Rocks Portfolio Larry Swedroe 0.59 Oct 20 -2.48 -1.35 6.60
Warren Buffett Portfolio Warren Buffett 0.56 Oct 20 -0.22 2.31 16.46
JP Morgan Balanced Portfolio JP Morgan 0.53 Oct 20 -2.00 -0.44 7.78
Golden Butterfly 2x Leveraged Tyler 0.53 Oct 20 -7.81 -6.91 -0.13
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.53 Oct 20 -2.28 -1.15 8.46
Yale Endowment David Swensen 0.50 Oct 20 -2.63 -1.89 7.46
Robo Advisor 0 Betterment 0.49 Oct 20 -0.65 -0.36 -0.02
Simple and Cheap Time Money Inc 0.48 Oct 20 -2.23 -1.57 6.67
All Country World 40/60 0.48 Oct 20 -1.90 -1.54 4.75
Stocks/Bonds 40/60 ESG 0.48 Oct 20 -1.45 -0.80 6.48
Marc Faber Portfolio Marc Faber 0.48 Oct 20 -4.13 -1.56 0.82
Lazy Portfolio David Swensen 0.48 Oct 20 -2.55 -1.89 7.49
LifeStrategy Conservative Growth Vanguard 0.47 Oct 20 -1.84 -1.59 4.50
Robo Advisor 20 Value Tilt Betterment 0.47 Oct 20 -1.43 -1.17 2.20
Robo Advisor 10 Value Tilt Betterment 0.47 Oct 20 -1.04 -0.77 1.10
Short Term Treasury 0.46 Oct 20 -0.55 -0.22 0.11
Dedalo Four Dedalo Invest 0.40 Oct 20 -1.02 0.52 12.90
Coward's Portfolio Bill Bernstein 0.40 Oct 20 -2.10 -1.36 7.66
Edge Select Moderately Conservative Merrill Lynch 0.40 Oct 20 -1.93 -1.75 4.28
Robo Advisor 50 Value Tilt Betterment 0.40 Oct 20 -2.27 -1.82 5.81
Dynamic 60/40 Income The Lazy Team 0.38 Oct 20 -2.61 -1.81 3.95
Dedalo Three Dedalo Invest 0.34 Oct 20 -0.98 1.22 16.54
Margherita Portfolio Davide Pisicchio 0.33 Oct 20 -2.07 -1.00 2.96
Capricciosa Portfolio Davide Pisicchio 0.32 Oct 20 -1.55 -0.45 7.38
Mid-Fifties Burton Malkiel 0.31 Oct 20 -2.39 -1.54 9.65
Four Seasons Portfolio Davide Pisicchio 0.30 Oct 20 -1.94 -0.61 4.90
Ideal Index Frank Armstrong 0.28 Oct 20 -2.72 -1.97 7.48
Larry Portfolio Larry Swedroe 0.28 Oct 20 -2.52 -2.52 1.77
Core Four Rick Ferri 0.27 Oct 20 -1.96 -0.64 10.53
Aim comfortable trip Aim Ways 0.27 Oct 20 -2.40 -0.45 3.18
All Country World 60/40 0.23 Oct 20 -1.73 -0.72 8.09
US Cash 0.22 Oct 20 0.28 0.90 1.79
Developed World ex-US 20/80 0.22 Oct 20 -1.58 -2.10 1.43
Four Square Scott Burns 0.21 Oct 20 -1.75 -1.20 6.16
Shield Strategy Aim Ways 0.21 Oct 20 -1.99 -0.18 4.39
Paul Boyer Portfolio Paul Boyer 0.20 Oct 20 -3.85 -2.99 -1.41
Ultimate Buy&Hold FundAdvice 0.19 Oct 20 -2.62 -1.36 5.90
Stocks/Bonds 60/40 ESG 0.19 Oct 20 -1.01 0.42 11.26
LifeStrategy Moderate Growth Vanguard 0.18 Oct 20 -1.71 -0.85 7.90
Andrew Tobias Portfolio Andrew Tobias 0.16 Oct 20 -1.59 0.42 8.56
Edge Select Moderate Merrill Lynch 0.11 Oct 20 -1.81 -1.31 7.12
Sandwich Portfolio Bob Clyatt 0.10 Oct 20 -2.08 -1.39 6.28
Dedalo Eleven Dedalo Invest 0.07 Oct 20 -1.21 0.00 12.55
Pinwheel Tyler 0.06 Oct 20 -3.13 -1.64 5.53
Margaritaville Scott Burns 0.05 Oct 20 -1.91 -0.77 8.65
Dynamic 40/60 Income The Lazy Team 0.04 Oct 20 -2.05 -1.41 3.26
Robo Advisor 100 Value Tilt Betterment 0.04 Oct 20 -2.29 -0.40 13.14
Four Funds Bogleheads -0.01 Oct 20 -1.63 -0.14 11.37
No Brainer Portfolio Bill Bernstein -0.02 Oct 20 -2.28 -1.79 9.88
All Country World 80/20 -0.02 Oct 20 -1.58 0.07 11.45
Late Thirties to Early Forties Burton Malkiel -0.02 Oct 20 -2.10 -1.11 11.02
Three Funds Bogleheads -0.04 Oct 20 -1.62 -0.15 11.34
Pepperoni Portfolio Davide Pisicchio -0.04 Oct 20 -0.70 -0.28 11.05
Long Term Portfolio Ben Stein -0.05 Oct 20 -2.13 -0.95 10.19
Second Grader's Starter Paul Farrell -0.10 Oct 20 -1.45 0.30 13.36
Robo Advisor 80 Value Tilt Betterment -0.10 Oct 20 -2.19 -1.08 10.73
European Stocks -0.10 Oct 20 -5.07 -1.72 7.00
LifeStrategy Growth Fund Vanguard -0.12 Oct 20 -1.58 -0.14 11.33
Eliminate Fat Tails Larry Swedroe -0.12 Oct 20 -1.75 -2.55 4.11
Moderate Portfolio Lyn Alden -0.17 Oct 20 -1.90 -0.62 9.38
Aggressive Portfolio Lyn Alden -0.18 Oct 20 -1.88 -0.22 10.62
Ultimate Buy and Hold Strategy Paul Merriman -0.19 Oct 20 -3.25 -1.21 10.80
Robo Advisor 90 Value Tilt Betterment -0.20 Oct 20 -2.18 -0.80 12.30
Perfect Portfolio Ben Stein -0.21 Oct 20 -1.23 0.92 11.72
Edge Select Moderately Aggressive Merrill Lynch -0.21 Oct 20 -1.49 -0.56 10.26
Mid-Twenties Burton Malkiel -0.23 Oct 20 -2.00 -0.98 11.55
Gold Pivot Ptf Aim Ways -0.25 Oct 20 -2.60 0.20 0.06
All Country World Stocks -0.27 Oct 20 -1.43 0.83 14.83
Developed World ex-US 40/60 -0.28 Oct 20 -1.95 -1.71 3.88
Diavola Portfolio Davide Pisicchio -0.34 Oct 20 0.21 0.89 18.06
US Stocks ESG -0.40 Oct 20 -0.20 2.73 21.26
Gretchen Tai Portfolio Gretchen Tai -0.44 Oct 20 -2.30 -1.67 8.85
Edge Select Aggressive Merrill Lynch -0.50 Oct 20 -1.32 -0.14 13.00
Family Taxable Portfolio Ted Aronson -0.51 Oct 20 -2.41 -2.93 9.46
Gone Fishin' Portfolio Alexander Green -0.62 Oct 20 -2.88 -2.52 7.37
Stocks/Bonds 20/80 Momentum -0.63 Oct 20 -0.60 -4.41 4.07
Gold -0.69 Oct 20 -6.75 3.38 -11.49
Developed World ex-US 40/60 Momentum -0.70 Oct 20 -1.18 -2.00 3.72
Ulcer Free Strategy Aim Ways -0.75 Oct 20 -1.80 -2.61 1.59
Developed World ex-US 60/40 -0.78 Oct 20 -2.30 -1.34 6.29
Developed World ex-US 80/20 -1.27 Oct 20 -2.62 -0.99 8.68
Robust Alpha Architect -1.34 Oct 20 0.35 -0.90 13.13
Developed World ex-US 60/40 Momentum -1.40 Oct 20 -1.18 -1.76 6.10
Developed World ex-US Stocks -1.77 Oct 20 -2.93 -0.65 11.04
Stocks/Bonds 40/60 Momentum -2.47 Oct 20 1.20 -5.26 11.04
Developed World ex-US Stocks Momentum -2.81 Oct 20 -1.18 -1.31 10.85
Technology -3.21 Oct 20 3.32 0.56 28.44
Stocks/Bonds 60/40 Momentum -4.32 Oct 20 2.87 -6.00 18.12
Emerging Markets Stocks -5.58 Oct 20 -0.34 -2.37 18.22
Stocks/Bonds 80/20 Momentum -6.17 Oct 20 4.42 -6.66 25.32
Ark Tech Portfolio Cathie Wood -7.54 Oct 20 6.09 11.54 44.14
US Stocks Momentum -8.02 Oct 20 5.87 -7.25 32.64