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
TIP
US TIPS -0.02 -1.16 -1.26
SPY
US Large Cap Blend 2.68 1.66 12.41
BNDX
International Bonds -0.21 -0.91 -2.00
QQQ
US Technology 4.18 -2.81 18.30
BND
US Total Bond Market 0.36 -0.65 -1.96
LQD
US Invest. Grade Bonds 0.40 -1.75 -2.68
VTI
US Total Stock Market 2.70 1.80 12.30
HYG
US High Yield Bonds 0.90 0.84 1.84
PFF
US Preferred Stocks 0.37 -2.22 -0.75
EEM
Emerging Markets 4.57 -1.80 7.65
EMB
Emerg. Market Bonds 0.56 -0.46 -0.47
CWB
US Convertible Bonds 0.54 -5.05 9.17
VT
World All Countries 3.01 1.90 9.25
TLT
US Long Term Treasuries 0.73 -2.65 -7.06
VNQ
US REITs -2.54 1.66 2.76
EFA
EAFE Stocks 1.77 4.15 3.58
IJR
US Small Cap Blend -0.65 4.54 11.94
GLD
Gold 9.93 -2.09 -15.57
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
Berkshire Hathaway Warren Buffett 2.18 Sep 16 -1.30 6.44 -0.05
US Stocks Momentum 0.99 Sep 16 0.26 -4.79 18.98
Ivy Portfolio Mebane Faber 0.74 Sep 16 2.15 2.63 10.06
Stocks/Bonds 80/20 Momentum 0.59 Sep 16 0.28 -4.10 14.76
Robust Alpha Architect 0.52 Sep 16 1.14 0.92 10.91
Five Asset Roger Gibson 0.47 Sep 16 2.08 2.37 8.70
7Twelve Portfolio Craig Israelsen 0.39 Sep 16 1.91 2.58 9.05
Stocks/Bonds 60/40 Momentum 0.20 Sep 16 0.30 -3.35 10.56
US Cash 0.15 Sep 16 0.28 0.89 1.79
Stocks/Bonds 40/60 Momentum -0.19 Sep 16 0.32 -2.54 6.37
Ark Tech Portfolio Cathie Wood -0.23 Sep 16 16.42 7.30 25.10
Rob Arnott Portfolio Rob Arnott -0.25 Sep 16 1.21 0.47 2.93
Short Term Treasury -0.31 Sep 16 0.17 0.39 0.19
Developed World ex-US Stocks Momentum -0.33 Sep 16 2.11 1.90 2.19
Robo Advisor 0 Betterment -0.36 Sep 16 0.19 0.36 0.10
Sheltered Sam 0/100 Bill Bernstein -0.51 Sep 16 0.09 -0.23 -0.39
Robo Advisor 10 Value Tilt Betterment -0.53 Sep 16 0.44 0.45 0.74
Developed World ex-US 60/40 Momentum -0.55 Sep 16 1.23 0.84 0.59
Stocks/Bonds 20/80 Momentum -0.58 Sep 16 0.34 -1.64 2.20
Sheltered Sam 10/90 Bill Bernstein -0.58 Sep 16 0.29 0.18 0.50
Sheltered Sam 20/80 Bill Bernstein -0.65 Sep 16 0.48 0.59 1.38
Developed World ex-US 40/60 Momentum -0.67 Sep 16 0.77 0.28 -0.25
Conservative Income Charles Schwab -0.69 Sep 16 0.12 -0.14 -0.40
All Weather Portfolio Ray Dalio -0.69 Sep 16 2.42 -0.07 1.07
GAA Global Asset Allocation Mebane Faber -0.70 Sep 16 2.09 0.17 2.33
Robo Advisor 20 Value Tilt Betterment -0.70 Sep 16 0.68 0.56 1.37
Sheltered Sam 30/70 Bill Bernstein -0.72 Sep 16 0.67 0.98 2.24
Eliminate Fat Tails Larry Swedroe -0.72 Sep 16 0.73 0.33 3.29
JP Morgan Balanced Portfolio JP Morgan -0.73 Sep 16 1.50 1.81 6.36
Six Ways from Sunday Scott Burns -0.74 Sep 16 1.95 3.35 5.77
Warren Buffett Portfolio Warren Buffett -0.76 Sep 16 2.61 1.66 11.52
Seven Value Scott Burns -0.78 Sep 16 1.99 3.82 6.33
Sheltered Sam 40/60 Bill Bernstein -0.79 Sep 16 0.85 1.37 3.10
All Weather Portfolio with Bitcoin Ray Dalio -0.79 Sep 16 2.62 -0.02 1.25
Perfect Portfolio Ben Stein -0.79 Sep 16 2.62 1.76 7.86
Edge Select Conservative Merrill Lynch -0.79 Sep 16 0.77 0.50 1.54
Dimensional Retirement Income Fund DFA -0.80 Sep 15 0.59 0.04 1.66
One-Decision Portfolio Marvin Appel -0.81 Sep 16 0.22 1.15 4.24
US Inflation Protection -0.81 Sep 16 -0.02 -1.16 -1.26
Sheltered Sam 50/50 Bill Bernstein -0.85 Sep 16 1.03 1.75 3.94
Big Rocks Portfolio Larry Swedroe -0.87 Sep 16 0.88 2.51 5.33
Coward's Portfolio Bill Bernstein -0.87 Sep 16 1.24 2.03 5.82
US Stocks Value -0.89 Sep 16 1.91 4.12 7.21
Total Bond Developed World ex-US -0.89 Sep 16 -0.21 -0.91 -2.00
Dynamic 40/60 Income The Lazy Team -0.90 Sep 16 0.97 0.09 2.61
Couch Potato Scott Burns -0.91 Sep 16 1.40 0.39 5.49
Sheltered Sam 60/40 Bill Bernstein -0.92 Sep 16 1.20 2.12 4.77
Technology -0.93 Sep 16 4.18 -2.81 18.30
All Country World Bonds -0.96 Sep 16 0.19 -0.71 -1.75
Andrew Tobias Portfolio Andrew Tobias -0.97 Sep 16 1.59 2.16 5.31
Total Bond US -0.97 Sep 16 0.36 -0.65 -1.96
Diavola Portfolio Davide Pisicchio -0.97 Sep 16 2.85 0.40 12.42
Stocks/Bonds 20/80 -0.98 Sep 16 0.87 -0.12 0.87
LifeStrategy Income Fund Vanguard -0.99 Sep 16 0.76 -0.16 0.30
Dynamic 60/40 Income The Lazy Team -0.99 Sep 16 0.29 0.53 3.26
Stocks/Bonds 40/60 -0.99 Sep 16 1.36 0.39 3.71
US Stocks ESG -0.99 Sep 16 3.11 1.77 14.89
Sheltered Sam 70/30 Bill Bernstein -0.99 Sep 16 1.36 2.48 5.59
Stocks/Bonds 60/40 -1.00 Sep 16 1.82 0.88 6.57
Stocks/Bonds 60/40 ESG -1.00 Sep 16 2.08 0.82 7.93
Stocks/Bonds 40/60 ESG -1.00 Sep 16 1.53 0.32 4.52
Pepperoni Portfolio Davide Pisicchio -1.00 Sep 16 1.89 0.23 7.80
Ultimate Buy&Hold FundAdvice -1.00 Sep 16 1.20 1.93 3.87
Simple Path to Wealth JL Collins -1.00 Sep 16 2.16 1.23 8.71
Stocks/Bonds 80/20 -1.01 Sep 16 2.27 1.35 9.43
Developed World ex-US 20/80 -1.01 Sep 16 0.56 -0.23 -0.59
All Country World 20/80 -1.01 Sep 16 0.80 -0.14 0.50
Stocks/Bonds 40/60 with Bitcoin -1.01 Sep 16 1.68 0.49 3.89
US Stocks -1.02 Sep 16 2.70 1.80 12.30
Four Square Scott Burns -1.02 Sep 16 1.42 0.50 3.48
Edge Select Moderately Aggressive Merrill Lynch -1.02 Sep 16 2.19 0.93 6.55
Dedalo Eleven Dedalo Invest -1.02 Sep 16 2.35 1.03 7.66
Long Term Portfolio Ben Stein -1.02 Sep 16 1.49 2.00 6.95
Stocks/Bonds 60/40 with Bitcoin -1.02 Sep 16 2.14 0.98 6.76
Lifepath Fund iShares -1.03 Sep 16 1.22 0.51 2.90
LifeStrategy Conservative Growth Vanguard -1.03 Sep 16 1.30 0.38 2.55
Edge Select Aggressive Merrill Lynch -1.03 Sep 16 2.50 1.30 8.22
Edge Select Moderately Conservative Merrill Lynch -1.03 Sep 16 1.33 0.22 2.78
Dedalo Four Dedalo Invest -1.04 Sep 16 2.24 1.33 8.66
Edge Select Moderate Merrill Lynch -1.05 Sep 16 1.74 0.59 4.66
Golden Ratio Portfolio Frank Vasquez -1.05 Sep 16 2.64 0.07 0.86
Simple Money Portfolio Tim Maurer -1.06 Sep 16 1.11 2.60 3.97
Margaritaville Scott Burns -1.06 Sep 16 1.93 0.95 5.33
Sheltered Sam 80/20 Bill Bernstein -1.06 Sep 16 1.53 2.84 6.40
All Country World 40/60 -1.06 Sep 16 1.39 0.40 2.72
LifeStrategy Moderate Growth Vanguard -1.07 Sep 16 1.81 0.90 4.78
High Yield Bonds Income The Lazy Team -1.07 Sep 16 0.81 -0.42 -0.18
Dedalo Three Dedalo Invest -1.07 Sep 16 2.79 1.83 11.36
Emerging Markets Stocks -1.07 Sep 16 4.57 -1.80 7.65
Capricciosa Portfolio Davide Pisicchio -1.09 Sep 16 1.93 0.36 4.87
Four Funds Bogleheads -1.09 Sep 16 2.30 1.35 7.19
Global Market Portfolio Credit Suisse -1.10 Sep 16 1.30 -0.25 1.75
Three Funds Bogleheads -1.11 Sep 16 2.34 1.40 7.12
Robo Advisor 50 Value Tilt Betterment -1.11 Sep 16 1.38 1.04 3.51
LifeStrategy Growth Fund Vanguard -1.11 Sep 16 2.31 1.39 6.97
Simple and Cheap Time Money Inc -1.11 Sep 16 1.26 0.88 4.13
All Country World 60/40 -1.11 Sep 16 1.95 0.92 4.92
Second Grader's Starter Paul Farrell -1.11 Sep 16 2.55 1.63 8.51
Sandwich Portfolio Bob Clyatt -1.12 Sep 16 1.27 0.91 3.96
Ideal Index Frank Armstrong -1.12 Sep 16 1.08 2.37 5.37
Family Taxable Portfolio Ted Aronson -1.12 Sep 16 2.01 0.83 5.98
Developed World ex-US 40/60 -1.12 Sep 16 1.28 0.41 0.77
Five Fold Scott Burns -1.12 Sep 16 0.58 0.74 3.33
Tilt Toward Value Time Money Inc -1.13 Sep 16 1.11 1.29 4.38
Core Four Rick Ferri -1.13 Sep 16 1.89 1.38 6.81
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.13 Sep 16 1.58 1.13 5.53
Sheltered Sam 90/10 Bill Bernstein -1.13 Sep 16 1.69 3.19 7.20
Larry Portfolio Larry Swedroe -1.13 Sep 16 0.80 0.64 1.29
Aim comfortable trip Aim Ways -1.14 Sep 16 2.24 0.90 0.81
Lazy Portfolio David Swensen -1.15 Sep 16 1.00 0.87 4.84
All Country World 80/20 -1.16 Sep 16 2.49 1.42 7.09
Four Seasons Portfolio Davide Pisicchio -1.16 Sep 16 2.12 0.02 2.64
Margherita Portfolio Davide Pisicchio -1.16 Sep 16 1.85 -0.21 1.25
No Brainer Portfolio Bill Bernstein -1.17 Sep 16 1.30 2.24 7.44
Yale Endowment David Swensen -1.17 Sep 16 1.05 0.90 4.79
Talmud Portfolio Roger Gibson -1.18 Sep 16 0.14 0.98 4.31
Mid-Twenties Burton Malkiel -1.18 Sep 16 1.97 1.35 6.94
Robo Advisor 80 Value Tilt Betterment -1.18 Sep 16 2.35 1.69 6.69
Late Sixties and Beyond Burton Malkiel -1.18 Sep 16 1.13 1.29 5.02
Nano Portfolio John Wasik -1.18 Sep 16 0.45 1.22 3.07
In Saecula Saeculorum Fulvio Marchese -1.19 Sep 16 2.29 0.24 2.50
Desert Portfolio with Bitcoin Gyroscopic Investing -1.19 Sep 16 2.00 0.29 1.23
Desert Portfolio Gyroscopic Investing -1.20 Sep 16 1.82 0.14 0.60
Late Thirties to Early Forties Burton Malkiel -1.20 Sep 16 1.87 1.37 6.69
Sheltered Sam 100/0 Bill Bernstein -1.20 Sep 16 1.84 3.53 7.99
Robo Advisor 90 Value Tilt Betterment -1.20 Sep 16 2.59 2.00 7.74
All Country World Stocks -1.21 Sep 16 3.01 1.90 9.25
Ultimate Buy and Hold Strategy Paul Merriman -1.21 Sep 16 1.80 3.10 7.02
Mid-Fifties Burton Malkiel -1.22 Sep 16 1.57 1.31 5.96
Gretchen Tai Portfolio Gretchen Tai -1.22 Sep 16 2.02 0.89 5.17
Moderate Portfolio Lyn Alden -1.23 Sep 16 2.26 1.04 4.89
Permanent Portfolio with Bitcoin Harry Browne -1.23 Sep 16 3.48 -0.31 -2.26
Permanent Portfolio Harry Browne -1.23 Sep 16 3.30 -0.46 -2.84
Aggressive Portfolio Lyn Alden -1.23 Sep 16 2.34 1.36 5.66
Developed World ex-US 60/40 -1.24 Sep 16 1.97 1.01 2.07
Coffeehouse Bill Schultheis -1.25 Sep 16 0.67 2.02 4.69
Robo Advisor 100 Value Tilt Betterment -1.27 Sep 16 2.41 2.82 8.46
Conservative Portfolio Lyn Alden -1.27 Sep 16 1.88 1.19 3.36
Ulcer Free Strategy Aim Ways -1.30 Sep 16 1.65 -2.03 -0.50
Pinwheel Tyler -1.30 Sep 16 1.72 1.29 2.82
Gone Fishin' Portfolio Alexander Green -1.32 Sep 16 1.99 0.85 4.13
Shield Strategy Aim Ways -1.34 Sep 16 3.43 -0.71 0.98
Developed World ex-US 80/20 -1.35 Sep 16 2.63 1.59 3.33
Aggressive Global Income The Lazy Team -1.36 Sep 16 0.33 3.41 4.53
PISI Portfolio Davide Pisicchio -1.40 Sep 16 1.89 -0.29 -0.22
Odd-Stats Strategy Aim Ways -1.41 Sep 16 2.14 -0.34 1.83
Golden Butterfly with Bitcoin Tyler -1.42 Sep 16 2.81 0.76 0.43
Golden Butterfly Tyler -1.42 Sep 16 2.64 0.61 -0.17
10-year Treasury -1.46 Sep 16 0.12 -1.03 -3.49
Developed World ex-US Stocks -1.47 Sep 16 3.26 2.14 4.54
US Stocks Quality -1.47 Sep 16 1.50 3.49 9.10
Paul Boyer Portfolio Paul Boyer -1.50 Sep 16 3.04 -0.69 -3.51
Marc Faber Portfolio Marc Faber -1.55 Sep 16 2.49 0.10 -1.90
Gold Pivot Ptf Aim Ways -1.57 Sep 16 4.18 -1.07 -3.40
Simplified Permanent Portfolio The Lazy Team -1.64 Sep 16 3.12 -0.54 -3.21
Weird Portfolio Value Stock Geek -1.73 Sep 16 2.15 0.86 -1.37
Cockroach Portfolio Tony Dong -1.73 Sep 16 1.85 1.92 -5.69
US Stocks Minimum Volatility -1.91 Sep 16 3.67 5.42 4.55
US Stocks Equal Weight -2.39 Sep 16 2.04 5.46 7.91
All Weather Portfolio 2x Leveraged Ray Dalio -2.43 Sep 16 4.98 0.16 -1.92
Stocks/Bonds 60/40 2x Leveraged -2.54 Sep 16 3.23 -0.13 9.22
Gold -2.63 Sep 16 9.93 -2.09 -15.57
European Stocks -2.71 Sep 16 1.18 4.38 3.52
Stocks/Bonds 40/60 2x Leveraged -2.81 Sep 16 2.28 -1.00 3.14
Desert Portfolio 2x Leveraged Gyroscopic Investing -3.15 Sep 16 3.37 -1.86 -3.47
Cape US Sector Value Robert Shiller -3.21 Sep 16 0.49 2.81 -0.48
Talmud Portfolio 2x Leveraged Roger Gibson -3.50 Sep 16 0.08 -0.22 4.04
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -3.54 Sep 16 5.62 -2.70 -9.76
Golden Butterfly 2x Leveraged Tyler -3.97 Sep 16 3.59 -0.37 -3.76