Last Update - 31 August 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 Aug 26
Ticker Asset Class 1M 3M 6M
DBC
Commodities 6.28 6.17 24.70
BIL
US Cash 0.28 0.89 1.79
QQQ
US Technology 4.18 -2.81 18.30
EEM
Emerging Markets 4.57 -1.80 7.65
PFF
US Preferred Stocks 0.37 -2.22 -0.75
CWB
US Convertible Bonds 0.54 -5.05 9.17
BNDX
International Bonds -0.21 -0.91 -2.00
LQD
US Invest. Grade Bonds 0.40 -1.75 -2.68
SPY
US Large Cap Blend 2.68 1.66 12.41
TLT
US Long Term Treasuries 0.73 -2.65 -7.06
HYG
US High Yield Bonds 0.90 0.84 1.84
BND
US Total Bond Market 0.36 -0.65 -1.96
EMB
Emerg. Market Bonds 0.56 -0.46 -0.47
VTI
US Total Stock Market 2.70 1.80 12.30
VT
World All Countries 3.01 1.90 9.25
TIP
US TIPS -0.02 -1.16 -1.26
EFA
EAFE Stocks 1.77 4.15 3.58
GLD
Gold 9.93 -2.09 -15.57
IJR
US Small Cap Blend -0.65 4.54 11.94
VNQ
US REITs -2.54 1.66 2.76
IJH
US Mid Cap Blend 0.11 1.26 5.91
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 Sep 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 Aug 26
Portfolio Author Sep 26▾ Time(ET) 1M 3M 6M
Ark Tech Portfolio Cathie Wood 2.81 Sep 17 16.42 7.30 25.10
US Stocks Momentum 2.03 Sep 17 0.26 -4.79 18.98
Stocks/Bonds 80/20 Momentum 1.44 Sep 17 0.28 -4.10 14.76
Berkshire Hathaway Warren Buffett 1.13 Sep 17 -1.30 6.44 -0.05
Stocks/Bonds 60/40 Momentum 0.86 Sep 17 0.30 -3.35 10.56
Robust Alpha Architect 0.54 Sep 17 1.14 0.92 10.91
Ivy Portfolio Mebane Faber 0.35 Sep 17 2.15 2.63 10.06
Stocks/Bonds 40/60 Momentum 0.27 Sep 17 0.32 -2.54 6.37
US Cash 0.16 Sep 17 0.28 0.89 1.79
7Twelve Portfolio Craig Israelsen 0.10 Sep 17 1.91 2.58 9.05
Five Asset Roger Gibson 0.06 Sep 17 2.08 2.37 8.70
Developed World ex-US Stocks Momentum -0.20 Sep 17 2.11 1.90 2.19
Technology -0.22 Sep 17 4.18 -2.81 18.30
Emerging Markets Stocks -0.28 Sep 17 4.57 -1.80 7.65
Stocks/Bonds 20/80 Momentum -0.31 Sep 17 0.34 -1.64 2.20
Rob Arnott Portfolio Rob Arnott -0.37 Sep 17 1.21 0.47 2.93
Developed World ex-US 60/40 Momentum -0.39 Sep 17 1.23 0.84 0.59
Short Term Treasury -0.40 Sep 17 0.17 0.39 0.19
Robo Advisor 0 Betterment -0.44 Sep 17 0.19 0.36 0.10
Developed World ex-US 40/60 Momentum -0.49 Sep 17 0.77 0.28 -0.25
All Weather Portfolio Ray Dalio -0.52 Sep 17 2.42 -0.07 1.07
GAA Global Asset Allocation Mebane Faber -0.55 Sep 17 2.09 0.17 2.33
Robo Advisor 10 Value Tilt Betterment -0.56 Sep 17 0.44 0.45 0.74
All Weather Portfolio with Bitcoin Ray Dalio -0.58 Sep 17 2.62 -0.02 1.25
Perfect Portfolio Ben Stein -0.66 Sep 17 2.62 1.76 7.86
Total Bond Developed World ex-US -0.68 Sep 17 -0.21 -0.91 -2.00
Robo Advisor 20 Value Tilt Betterment -0.68 Sep 17 0.68 0.56 1.37
Warren Buffett Portfolio Warren Buffett -0.70 Sep 17 2.61 1.66 11.52
Dynamic 40/60 Income The Lazy Team -0.71 Sep 17 0.97 0.09 2.61
Sheltered Sam 0/100 Bill Bernstein -0.72 Sep 17 0.09 -0.23 -0.39
Edge Select Conservative Merrill Lynch -0.73 Sep 17 0.77 0.50 1.54
Developed World ex-US 20/80 -0.75 Sep 17 0.56 -0.23 -0.59
Diavola Portfolio Davide Pisicchio -0.75 Sep 17 2.85 0.40 12.42
Conservative Income Charles Schwab -0.77 Sep 17 0.12 -0.14 -0.40
JP Morgan Balanced Portfolio JP Morgan -0.78 Sep 17 1.50 1.81 6.36
Sheltered Sam 10/90 Bill Bernstein -0.79 Sep 17 0.29 0.18 0.50
US Stocks ESG -0.81 Sep 17 3.11 1.77 14.89
Developed World ex-US 40/60 -0.81 Sep 17 1.28 0.41 0.77
Eliminate Fat Tails Larry Swedroe -0.82 Sep 17 0.73 0.33 3.29
All Country World Bonds -0.82 Sep 17 0.19 -0.71 -1.75
Dedalo Eleven Dedalo Invest -0.84 Sep 17 2.35 1.03 7.66
Edge Select Aggressive Merrill Lynch -0.84 Sep 17 2.50 1.30 8.22
High Yield Bonds Income The Lazy Team -0.84 Sep 17 0.81 -0.42 -0.18
Edge Select Moderately Aggressive Merrill Lynch -0.84 Sep 17 2.19 0.93 6.55
Andrew Tobias Portfolio Andrew Tobias -0.84 Sep 17 1.59 2.16 5.31
All Country World 20/80 -0.85 Sep 17 0.80 -0.14 0.50
LifeStrategy Income Fund Vanguard -0.85 Sep 17 0.76 -0.16 0.30
Stocks/Bonds 60/40 ESG -0.85 Sep 17 2.08 0.82 7.93
LifeStrategy Conservative Growth Vanguard -0.86 Sep 17 1.30 0.38 2.55
Sheltered Sam 20/80 Bill Bernstein -0.86 Sep 17 0.48 0.59 1.38
Stocks/Bonds 40/60 ESG -0.87 Sep 17 1.53 0.32 4.52
All Country World 40/60 -0.87 Sep 17 1.39 0.40 2.72
Developed World ex-US 60/40 -0.88 Sep 17 1.97 1.01 2.07
Pepperoni Portfolio Davide Pisicchio -0.88 Sep 17 1.89 0.23 7.80
LifeStrategy Moderate Growth Vanguard -0.88 Sep 17 1.81 0.90 4.78
Dedalo Four Dedalo Invest -0.89 Sep 17 2.24 1.33 8.66
Global Market Portfolio Credit Suisse -0.89 Sep 17 1.30 -0.25 1.75
Total Bond US -0.89 Sep 17 0.36 -0.65 -1.96
All Country World 60/40 -0.90 Sep 17 1.95 0.92 4.92
Edge Select Moderate Merrill Lynch -0.90 Sep 17 1.74 0.59 4.66
Edge Select Moderately Conservative Merrill Lynch -0.90 Sep 17 1.33 0.22 2.78
LifeStrategy Growth Fund Vanguard -0.90 Sep 17 2.31 1.39 6.97
Stocks/Bonds 20/80 -0.90 Sep 17 0.87 -0.12 0.87
Golden Ratio Portfolio Frank Vasquez -0.90 Sep 17 2.64 0.07 0.86
Stocks/Bonds 40/60 -0.91 Sep 17 1.36 0.39 3.71
Three Funds Bogleheads -0.91 Sep 17 2.34 1.40 7.12
Stocks/Bonds 40/60 with Bitcoin -0.92 Sep 17 1.68 0.49 3.89
Second Grader's Starter Paul Farrell -0.92 Sep 17 2.55 1.63 8.51
Stocks/Bonds 60/40 -0.92 Sep 17 1.82 0.88 6.57
All Country World 80/20 -0.92 Sep 17 2.49 1.42 7.09
Simple Path to Wealth JL Collins -0.92 Sep 17 2.16 1.23 8.71
Stocks/Bonds 60/40 with Bitcoin -0.92 Sep 17 2.14 0.98 6.76
Stocks/Bonds 80/20 -0.93 Sep 17 2.27 1.35 9.43
Four Square Scott Burns -0.93 Sep 17 1.42 0.50 3.48
US Stocks -0.93 Sep 17 2.70 1.80 12.30
Dedalo Three Dedalo Invest -0.94 Sep 17 2.79 1.83 11.36
Sheltered Sam 30/70 Bill Bernstein -0.94 Sep 17 0.67 0.98 2.24
Developed World ex-US 80/20 -0.94 Sep 17 2.63 1.59 3.33
Four Funds Bogleheads -0.94 Sep 17 2.30 1.35 7.19
All Country World Stocks -0.95 Sep 17 3.01 1.90 9.25
Permanent Portfolio with Bitcoin Harry Browne -0.96 Sep 17 3.48 -0.31 -2.26
Lifepath Fund iShares -0.97 Sep 17 1.22 0.51 2.90
Robo Advisor 50 Value Tilt Betterment -0.98 Sep 17 1.38 1.04 3.51
Permanent Portfolio Harry Browne -0.98 Sep 17 3.30 -0.46 -2.84
Family Taxable Portfolio Ted Aronson -1.00 Sep 17 2.01 0.83 5.98
Ulcer Free Strategy Aim Ways -1.01 Sep 17 1.65 -2.03 -0.50
Developed World ex-US Stocks -1.01 Sep 17 3.26 2.14 4.54
Margaritaville Scott Burns -1.01 Sep 17 1.93 0.95 5.33
Sheltered Sam 40/60 Bill Bernstein -1.01 Sep 17 0.85 1.37 3.10
Capricciosa Portfolio Davide Pisicchio -1.01 Sep 17 1.93 0.36 4.87
Coward's Portfolio Bill Bernstein -1.03 Sep 17 1.24 2.03 5.82
Dimensional Retirement Income Fund DFA -1.03 Sep 16 0.59 0.04 1.66
Robo Advisor 80 Value Tilt Betterment -1.03 Sep 17 2.35 1.69 6.69
Aim comfortable trip Aim Ways -1.04 Sep 17 2.24 0.90 0.81
Long Term Portfolio Ben Stein -1.05 Sep 17 1.49 2.00 6.95
Robo Advisor 90 Value Tilt Betterment -1.05 Sep 17 2.59 2.00 7.74
Aggressive Portfolio Lyn Alden -1.05 Sep 17 2.34 1.36 5.66
Gretchen Tai Portfolio Gretchen Tai -1.06 Sep 17 2.02 0.89 5.17
Ultimate Buy&Hold FundAdvice -1.06 Sep 17 1.20 1.93 3.87
Big Rocks Portfolio Larry Swedroe -1.06 Sep 17 0.88 2.51 5.33
Core Four Rick Ferri -1.07 Sep 17 1.89 1.38 6.81
Couch Potato Scott Burns -1.07 Sep 17 1.40 0.39 5.49
Simple and Cheap Time Money Inc -1.08 Sep 17 1.26 0.88 4.13
Moderate Portfolio Lyn Alden -1.08 Sep 17 2.26 1.04 4.89
Six Ways from Sunday Scott Burns -1.08 Sep 17 1.95 3.35 5.77
Sheltered Sam 50/50 Bill Bernstein -1.08 Sep 17 1.03 1.75 3.94
One-Decision Portfolio Marvin Appel -1.09 Sep 17 0.22 1.15 4.24
In Saecula Saeculorum Fulvio Marchese -1.09 Sep 17 2.29 0.24 2.50
Four Seasons Portfolio Davide Pisicchio -1.10 Sep 17 2.12 0.02 2.64
Mid-Twenties Burton Malkiel -1.10 Sep 17 1.97 1.35 6.94
Dynamic 60/40 Income The Lazy Team -1.10 Sep 17 0.29 0.53 3.26
Margherita Portfolio Davide Pisicchio -1.11 Sep 17 1.85 -0.21 1.25
Simple Money Portfolio Tim Maurer -1.12 Sep 17 1.11 2.60 3.97
Sandwich Portfolio Bob Clyatt -1.13 Sep 17 1.27 0.91 3.96
Robo Advisor 100 Value Tilt Betterment -1.14 Sep 17 2.41 2.82 8.46
Late Thirties to Early Forties Burton Malkiel -1.14 Sep 17 1.87 1.37 6.69
Shield Strategy Aim Ways -1.15 Sep 17 3.43 -0.71 0.98
Seven Value Scott Burns -1.15 Sep 17 1.99 3.82 6.33
Desert Portfolio with Bitcoin Gyroscopic Investing -1.16 Sep 17 2.00 0.29 1.23
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.16 Sep 17 1.58 1.13 5.53
Sheltered Sam 60/40 Bill Bernstein -1.16 Sep 17 1.20 2.12 4.77
Larry Portfolio Larry Swedroe -1.17 Sep 17 0.80 0.64 1.29
Desert Portfolio Gyroscopic Investing -1.18 Sep 17 1.82 0.14 0.60
Tilt Toward Value Time Money Inc -1.19 Sep 17 1.11 1.29 4.38
No Brainer Portfolio Bill Bernstein -1.19 Sep 17 1.30 2.24 7.44
US Inflation Protection -1.20 Sep 17 -0.02 -1.16 -1.26
Mid-Fifties Burton Malkiel -1.23 Sep 17 1.57 1.31 5.96
Sheltered Sam 70/30 Bill Bernstein -1.23 Sep 17 1.36 2.48 5.59
Conservative Portfolio Lyn Alden -1.23 Sep 17 1.88 1.19 3.36
Gone Fishin' Portfolio Alexander Green -1.24 Sep 17 1.99 0.85 4.13
Ideal Index Frank Armstrong -1.24 Sep 17 1.08 2.37 5.37
Ultimate Buy and Hold Strategy Paul Merriman -1.26 Sep 17 1.80 3.10 7.02
Paul Boyer Portfolio Paul Boyer -1.27 Sep 17 3.04 -0.69 -3.51
Late Sixties and Beyond Burton Malkiel -1.29 Sep 17 1.13 1.29 5.02
PISI Portfolio Davide Pisicchio -1.30 Sep 17 1.89 -0.29 -0.22
Gold Pivot Ptf Aim Ways -1.30 Sep 17 4.18 -1.07 -3.40
Sheltered Sam 80/20 Bill Bernstein -1.30 Sep 17 1.53 2.84 6.40
Five Fold Scott Burns -1.31 Sep 17 0.58 0.74 3.33
Lazy Portfolio David Swensen -1.34 Sep 17 1.00 0.87 4.84
Aggressive Global Income The Lazy Team -1.35 Sep 17 0.33 3.41 4.53
Yale Endowment David Swensen -1.36 Sep 17 1.05 0.90 4.79
Golden Butterfly with Bitcoin Tyler -1.37 Sep 17 2.81 0.76 0.43
Sheltered Sam 90/10 Bill Bernstein -1.38 Sep 17 1.69 3.19 7.20
Odd-Stats Strategy Aim Ways -1.38 Sep 17 2.14 -0.34 1.83
US Stocks Value -1.39 Sep 17 1.91 4.12 7.21
Golden Butterfly Tyler -1.39 Sep 17 2.64 0.61 -0.17
Pinwheel Tyler -1.40 Sep 17 1.72 1.29 2.82
10-year Treasury -1.41 Sep 17 0.12 -1.03 -3.49
Nano Portfolio John Wasik -1.41 Sep 17 0.45 1.22 3.07
Sheltered Sam 100/0 Bill Bernstein -1.45 Sep 17 1.84 3.53 7.99
Coffeehouse Bill Schultheis -1.49 Sep 17 0.67 2.02 4.69
Simplified Permanent Portfolio The Lazy Team -1.52 Sep 17 3.12 -0.54 -3.21
Talmud Portfolio Roger Gibson -1.55 Sep 17 0.14 0.98 4.31
Marc Faber Portfolio Marc Faber -1.70 Sep 17 2.49 0.10 -1.90
Cockroach Portfolio Tony Dong -1.81 Sep 17 1.85 1.92 -5.69
US Stocks Quality -1.87 Sep 17 1.50 3.49 9.10
Weird Portfolio Value Stock Geek -1.89 Sep 17 2.15 0.86 -1.37
All Weather Portfolio 2x Leveraged Ray Dalio -1.96 Sep 17 4.98 0.16 -1.92
Stocks/Bonds 60/40 2x Leveraged -2.18 Sep 17 3.23 -0.13 9.22
European Stocks -2.26 Sep 17 1.18 4.38 3.52
Gold -2.32 Sep 17 9.93 -2.09 -15.57
Stocks/Bonds 40/60 2x Leveraged -2.34 Sep 17 2.28 -1.00 3.14
US Stocks Minimum Volatility -2.52 Sep 17 3.67 5.42 4.55
Desert Portfolio 2x Leveraged Gyroscopic Investing -2.63 Sep 17 3.37 -1.86 -3.47
US Stocks Equal Weight -2.87 Sep 17 2.04 5.46 7.91
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -2.99 Sep 17 5.62 -2.70 -9.76
Cape US Sector Value Robert Shiller -3.10 Sep 17 0.49 2.81 -0.48
Golden Butterfly 2x Leveraged Tyler -3.42 Sep 17 3.59 -0.37 -3.76
Talmud Portfolio 2x Leveraged Roger Gibson -3.57 Sep 17 0.08 -0.22 4.04