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
TLT
US Long Term Treasuries -5.38 -8.95 -8.18
VNQ
US REITs -6.26 -6.25 2.82
IJR
US Small Cap Blend -5.53 -7.94 10.16
DBC
Commodities 3.26 21.23 11.64
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
EMB
Emerg. Market Bonds -3.73 -4.58 -0.71
BNDX
International Bonds -1.18 -2.51 -1.04
VTI
US Total Stock Market -0.78 1.39 17.29
HYG
US High Yield Bonds -2.73 -2.00 0.01
SPY
US Large Cap Blend -0.33 2.38 17.86
EFA
EAFE Stocks -3.31 0.01 8.65
BIL
US Cash 0.28 0.90 1.79
VT
World All Countries -1.43 0.83 14.83
PFF
US Preferred Stocks -2.62 -1.87 0.03
GLD
Gold -6.75 3.38 -11.49
QQQ
US Technology 3.32 0.56 28.44
CWB
US Convertible Bonds -0.84 -5.74 11.47
EEM
Emerging Markets -0.34 -2.37 18.22
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 9.44 Oct 29 -1.27 -0.25 4.02
All Weather Portfolio 2x Leveraged Ray Dalio 6.12 Oct 29 -6.63 -3.81 -1.66
US Stocks Minimum Volatility 5.84 Oct 29 -3.70 1.35 5.74
US Stocks Equal Weight 5.78 Oct 29 -4.83 -1.87 9.22
US Stocks Value 5.76 Oct 29 -3.21 0.55 8.76
Cockroach Portfolio Tony Dong 5.47 Oct 29 -4.23 -2.05 -3.13
Talmud Portfolio 2x Leveraged Roger Gibson 5.32 Oct 29 -6.96 -6.68 6.97
Cape US Sector Value Robert Shiller 3.76 Oct 29 -6.19 -4.41 0.74
Aggressive Global Income The Lazy Team 3.70 Oct 29 -4.22 -2.05 4.00
Seven Value Scott Burns 3.66 Oct 29 -2.89 0.95 5.60
Stocks/Bonds 40/60 2x Leveraged 3.41 Oct 29 -4.27 -4.21 6.24
Six Ways from Sunday Scott Burns 3.29 Oct 29 -2.80 1.18 4.67
Coffeehouse Bill Schultheis 2.76 Oct 29 -3.46 -3.30 5.17
All Weather Portfolio Ray Dalio 2.72 Oct 29 -2.68 -1.33 1.49
Stocks/Bonds 60/40 2x Leveraged 2.71 Oct 29 -3.15 -1.62 15.18
Talmud Portfolio Roger Gibson 2.64 Oct 29 -3.20 -2.75 5.61
All Weather Portfolio with Bitcoin Ray Dalio 2.56 Oct 29 -2.57 -1.07 1.82
Desert Portfolio 2x Leveraged Gyroscopic Investing 2.56 Oct 29 -5.49 -4.38 0.05
10-year Treasury 2.52 Oct 29 -3.35 -4.58 -4.51
Sheltered Sam 100/0 Bill Bernstein 2.43 Oct 29 -3.37 -1.48 10.91
Golden Butterfly 2x Leveraged Tyler 2.37 Oct 29 -7.81 -6.91 -0.13
Rob Arnott Portfolio Rob Arnott 2.33 Oct 29 -2.08 -0.71 2.55
Sheltered Sam 90/10 Bill Bernstein 2.32 Oct 29 -3.19 -1.48 9.74
US Inflation Protection 2.31 Oct 29 -2.60 -3.29 -2.50
Sheltered Sam 80/20 Bill Bernstein 2.22 Oct 29 -3.01 -1.48 8.57
Ivy Portfolio Mebane Faber 2.19 Oct 29 -1.12 3.66 7.89
One-Decision Portfolio Marvin Appel 2.16 Oct 29 -2.56 -2.19 4.68
Five Asset Roger Gibson 2.14 Oct 29 -1.42 2.86 8.28
Nano Portfolio John Wasik 2.13 Oct 29 -3.11 -2.28 4.59
Total Bond US 2.12 Oct 29 -2.55 -3.45 -2.78
Sheltered Sam 70/30 Bill Bernstein 2.11 Oct 29 -2.83 -1.47 7.39
Weird Portfolio Value Stock Geek 2.08 Oct 29 -5.37 -3.21 0.17
Sheltered Sam 60/40 Bill Bernstein 2.01 Oct 29 -2.64 -1.47 6.21
High Yield Bonds Income The Lazy Team 1.92 Oct 29 -3.49 -4.11 -1.57
7Twelve Portfolio Craig Israelsen 1.91 Oct 29 -1.12 2.53 7.09
Stocks/Bonds 20/80 1.91 Oct 29 -2.16 -2.40 1.10
Sheltered Sam 50/50 Bill Bernstein 1.90 Oct 29 -2.44 -1.47 5.03
Late Sixties and Beyond Burton Malkiel 1.90 Oct 29 -2.60 -1.88 7.76
Tilt Toward Value Time Money Inc 1.83 Oct 29 -2.56 -1.94 6.28
Sheltered Sam 40/60 Bill Bernstein 1.80 Oct 29 -2.24 -1.47 3.85
All Country World Bonds 1.78 Oct 29 -2.25 -3.29 -1.86
Simple Money Portfolio Tim Maurer 1.77 Oct 29 -2.92 -1.03 5.43
Big Rocks Portfolio Larry Swedroe 1.74 Oct 29 -2.48 -1.35 6.60
Conservative Income Charles Schwab 1.70 Oct 29 -1.99 -2.34 -1.02
Stocks/Bonds 40/60 1.70 Oct 29 -1.79 -1.40 5.05
Sheltered Sam 30/70 Bill Bernstein 1.70 Oct 29 -2.03 -1.46 2.66
Couch Potato Scott Burns 1.69 Oct 29 -1.64 -0.84 7.17
Golden Butterfly Tyler 1.68 Oct 29 -3.86 -2.22 1.07
Five Fold Scott Burns 1.60 Oct 29 -2.67 -2.24 5.48
Golden Butterfly with Bitcoin Tyler 1.59 Oct 29 -3.64 -1.75 1.67
Sheltered Sam 20/80 Bill Bernstein 1.59 Oct 29 -1.82 -1.46 1.46
European Stocks 1.54 Oct 29 -5.07 -1.72 7.00
Stocks/Bonds 40/60 with Bitcoin 1.52 Oct 29 -1.65 -0.84 5.29
Yale Endowment David Swensen 1.52 Oct 29 -2.63 -1.89 7.46
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.51 Oct 29 -2.28 -1.15 8.46
Coward's Portfolio Bill Bernstein 1.51 Oct 29 -2.10 -1.36 7.66
GAA Global Asset Allocation Mebane Faber 1.51 Oct 29 -2.25 -0.99 3.59
PISI Portfolio Davide Pisicchio 1.50 Oct 29 -2.85 -1.98 1.09
LifeStrategy Income Fund Vanguard 1.49 Oct 29 -1.99 -2.36 1.11
Ideal Index Frank Armstrong 1.49 Oct 29 -2.72 -1.97 7.48
Lifepath Fund iShares 1.49 Oct 29 -2.15 -1.88 4.28
Stocks/Bonds 60/40 1.49 Oct 29 -1.44 -0.43 9.06
Sheltered Sam 10/90 Bill Bernstein 1.49 Oct 29 -1.60 -1.46 0.27
JP Morgan Balanced Portfolio JP Morgan 1.47 Oct 29 -2.00 -0.44 7.78
Global Market Portfolio Credit Suisse 1.47 Oct 29 -2.48 -2.88 3.92
All Country World 20/80 1.44 Oct 29 -2.07 -2.40 1.44
Edge Select Conservative Merrill Lynch 1.40 Oct 29 -1.69 -1.61 2.02
Sheltered Sam 0/100 Bill Bernstein 1.38 Oct 29 -1.37 -1.45 -0.93
Dimensional Retirement Income Fund DFA 1.37 Oct 28 -2.44 -1.99 1.16
Lazy Portfolio David Swensen 1.35 Oct 29 -2.55 -1.89 7.49
Simple Path to Wealth JL Collins 1.33 Oct 29 -1.19 0.27 12.11
Stocks/Bonds 60/40 with Bitcoin 1.31 Oct 29 -1.30 0.12 9.32
Golden Ratio Portfolio Frank Vasquez 1.30 Oct 29 -2.81 -1.46 3.36
Mid-Fifties Burton Malkiel 1.29 Oct 29 -2.39 -1.54 9.65
Simple and Cheap Time Money Inc 1.29 Oct 29 -2.23 -1.57 6.67
Stocks/Bonds 80/20 1.28 Oct 29 -1.10 0.50 13.14
Robo Advisor 50 Value Tilt Betterment 1.26 Oct 29 -2.27 -1.82 5.81
Ultimate Buy&Hold FundAdvice 1.25 Oct 29 -2.62 -1.36 5.90
Conservative Portfolio Lyn Alden 1.22 Oct 29 -2.58 -0.88 6.40
Ultimate Buy and Hold Strategy Paul Merriman 1.21 Oct 29 -3.25 -1.21 10.80
Larry Portfolio Larry Swedroe 1.20 Oct 29 -2.52 -2.52 1.77
Total Bond Developed World ex-US 1.18 Oct 29 -1.18 -2.51 -1.04
No Brainer Portfolio Bill Bernstein 1.17 Oct 29 -2.28 -1.79 9.88
Stocks/Bonds 40/60 ESG 1.15 Oct 29 -1.45 -0.80 6.48
LifeStrategy Conservative Growth Vanguard 1.15 Oct 29 -1.84 -1.59 4.50
Edge Select Moderately Conservative Merrill Lynch 1.15 Oct 29 -1.93 -1.75 4.28
US Stocks Quality 1.11 Oct 29 0.04 1.50 16.32
In Saecula Saeculorum Fulvio Marchese 1.11 Oct 29 -2.18 -0.68 4.78
All Country World 40/60 1.10 Oct 29 -1.90 -1.54 4.75
Odd-Stats Strategy Aim Ways 1.08 Oct 29 -1.95 -1.44 4.66
US Stocks 1.07 Oct 29 -0.78 1.39 17.29
Dynamic 60/40 Income The Lazy Team 1.06 Oct 29 -2.61 -1.81 3.95
Robo Advisor 20 Value Tilt Betterment 1.04 Oct 29 -1.43 -1.17 2.20
Robo Advisor 100 Value Tilt Betterment 1.01 Oct 29 -2.29 -0.40 13.14
Core Four Rick Ferri 1.01 Oct 29 -1.96 -0.64 10.53
Desert Portfolio Gyroscopic Investing 0.95 Oct 29 -2.09 -0.70 2.22
Robo Advisor 80 Value Tilt Betterment 0.95 Oct 29 -2.19 -1.08 10.73
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.93 Oct 29 -6.75 -3.23 -4.71
Robo Advisor 10 Value Tilt Betterment 0.92 Oct 29 -1.04 -0.77 1.10
Developed World ex-US 20/80 0.91 Oct 29 -1.58 -2.10 1.43
Sandwich Portfolio Bob Clyatt 0.88 Oct 29 -2.08 -1.39 6.28
Robo Advisor 90 Value Tilt Betterment 0.88 Oct 29 -2.18 -0.80 12.30
Desert Portfolio with Bitcoin Gyroscopic Investing 0.86 Oct 29 -1.86 -0.20 2.84
Dedalo Four Dedalo Invest 0.84 Oct 29 -1.02 0.52 12.90
Family Taxable Portfolio Ted Aronson 0.84 Oct 29 -2.41 -2.93 9.46
Permanent Portfolio Harry Browne 0.84 Oct 29 -3.07 -0.85 -0.56
Edge Select Moderate Merrill Lynch 0.83 Oct 29 -1.81 -1.31 7.12
Warren Buffett Portfolio Warren Buffett 0.82 Oct 29 -0.22 2.31 16.46
Late Thirties to Early Forties Burton Malkiel 0.82 Oct 29 -2.10 -1.11 11.02
Robo Advisor 0 Betterment 0.82 Oct 29 -0.65 -0.36 -0.02
Four Square Scott Burns 0.82 Oct 29 -1.75 -1.20 6.16
LifeStrategy Moderate Growth Vanguard 0.81 Oct 29 -1.71 -0.85 7.90
Capricciosa Portfolio Davide Pisicchio 0.80 Oct 29 -1.55 -0.45 7.38
Long Term Portfolio Ben Stein 0.80 Oct 29 -2.13 -0.95 10.19
Dedalo Three Dedalo Invest 0.77 Oct 29 -0.98 1.22 16.54
Stocks/Bonds 60/40 ESG 0.77 Oct 29 -1.01 0.42 11.26
Short Term Treasury 0.77 Oct 29 -0.55 -0.22 0.11
Andrew Tobias Portfolio Andrew Tobias 0.76 Oct 29 -1.59 0.42 8.56
All Country World 60/40 0.76 Oct 29 -1.73 -0.72 8.09
Permanent Portfolio with Bitcoin Harry Browne 0.76 Oct 29 -2.84 -0.35 0.03
Marc Faber Portfolio Marc Faber 0.75 Oct 29 -4.13 -1.56 0.82
Pinwheel Tyler 0.73 Oct 29 -3.13 -1.64 5.53
Simplified Permanent Portfolio The Lazy Team 0.72 Oct 29 -3.50 -1.11 -1.21
Margaritaville Scott Burns 0.70 Oct 29 -1.91 -0.77 8.65
Margherita Portfolio Davide Pisicchio 0.70 Oct 29 -2.07 -1.00 2.96
Eliminate Fat Tails Larry Swedroe 0.66 Oct 29 -1.75 -2.55 4.11
Four Seasons Portfolio Davide Pisicchio 0.64 Oct 29 -1.94 -0.61 4.90
Developed World ex-US 40/60 0.63 Oct 29 -1.95 -1.71 3.88
Four Funds Bogleheads 0.59 Oct 29 -1.63 -0.14 11.37
Three Funds Bogleheads 0.57 Oct 29 -1.62 -0.15 11.34
Gretchen Tai Portfolio Gretchen Tai 0.55 Oct 29 -2.30 -1.67 8.85
Aim comfortable trip Aim Ways 0.55 Oct 29 -2.40 -0.45 3.18
Mid-Twenties Burton Malkiel 0.53 Oct 29 -2.00 -0.98 11.55
Dynamic 40/60 Income The Lazy Team 0.53 Oct 29 -2.05 -1.41 3.26
Pepperoni Portfolio Davide Pisicchio 0.51 Oct 29 -0.70 -0.28 11.05
Stocks/Bonds 20/80 Momentum 0.50 Oct 29 -0.60 -4.41 4.07
Paul Boyer Portfolio Paul Boyer 0.47 Oct 29 -3.85 -2.99 -1.41
LifeStrategy Growth Fund Vanguard 0.47 Oct 29 -1.58 -0.14 11.33
Second Grader's Starter Paul Farrell 0.47 Oct 29 -1.45 0.30 13.36
Dedalo Eleven Dedalo Invest 0.43 Oct 29 -1.21 0.00 12.55
All Country World 80/20 0.42 Oct 29 -1.58 0.07 11.45
Edge Select Moderately Aggressive Merrill Lynch 0.40 Oct 29 -1.49 -0.56 10.26
Gone Fishin' Portfolio Alexander Green 0.38 Oct 29 -2.88 -2.52 7.37
Developed World ex-US 60/40 0.35 Oct 29 -2.30 -1.34 6.29
Perfect Portfolio Ben Stein 0.34 Oct 29 -1.23 0.92 11.72
US Cash 0.32 Oct 29 0.28 0.90 1.79
Developed World ex-US 40/60 Momentum 0.29 Oct 29 -1.18 -2.00 3.72
Moderate Portfolio Lyn Alden 0.19 Oct 29 -1.90 -0.62 9.38
Aggressive Portfolio Lyn Alden 0.16 Oct 29 -1.88 -0.22 10.62
Robust Alpha Architect 0.12 Oct 29 0.35 -0.90 13.13
Shield Strategy Aim Ways 0.09 Oct 29 -1.99 -0.18 4.39
Developed World ex-US 80/20 0.08 Oct 29 -2.62 -0.99 8.68
All Country World Stocks 0.08 Oct 29 -1.43 0.83 14.83
Edge Select Aggressive Merrill Lynch 0.07 Oct 29 -1.32 -0.14 13.00
US Stocks ESG 0.00 Oct 29 -0.20 2.73 21.26
Diavola Portfolio Davide Pisicchio 0.00 Oct 29 0.21 0.89 18.06
Developed World ex-US 60/40 Momentum -0.16 Oct 29 -1.18 -1.76 6.10
Developed World ex-US Stocks -0.20 Oct 29 -2.93 -0.65 11.04
Ulcer Free Strategy Aim Ways -0.31 Oct 29 -1.80 -2.61 1.59
Gold Pivot Ptf Aim Ways -0.79 Oct 29 -2.60 0.20 0.06
Developed World ex-US Stocks Momentum -1.06 Oct 29 -1.18 -1.31 10.85
Stocks/Bonds 40/60 Momentum -1.13 Oct 29 1.20 -5.26 11.04
Ark Tech Portfolio Cathie Wood -2.41 Oct 29 6.09 11.54 44.14
Stocks/Bonds 60/40 Momentum -2.75 Oct 29 2.87 -6.00 18.12
Gold -3.22 Oct 29 -6.75 3.38 -11.49
Technology -3.30 Oct 29 3.32 0.56 28.44
Stocks/Bonds 80/20 Momentum -4.37 Oct 29 4.42 -6.66 25.32
US Stocks Momentum -5.99 Oct 29 5.87 -7.25 32.64
Emerging Markets Stocks -6.09 Oct 29 -0.34 -2.37 18.22