Last Update - 31 July 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 Jul 26
Ticker Asset Class 1M 3M 6M
GLD
Gold 0.86 -12.30 -16.50
DBC
Commodities 10.47 -5.31 20.55
EEM
Emerging Markets -6.31 0.68 9.01
QQQ
US Technology -6.57 3.15 10.89
VT
World All Countries -0.69 3.45 7.80
VTI
US Total Stock Market -0.49 4.26 8.77
SPY
US Large Cap Blend 0.03 4.22 8.53
CWB
US Convertible Bonds -5.46 1.16 9.82
EFA
EAFE Stocks 1.64 4.82 6.46
TIP
US TIPS -0.68 -0.95 0.02
IJR
US Small Cap Blend -1.92 6.42 15.04
HYG
US High Yield Bonds -0.15 0.37 0.92
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
BND
US Total Bond Market -1.28 -0.74 -0.75
EMB
Emerg. Market Bonds -1.44 0.07 0.59
PFF
US Preferred Stocks 0.40 -1.80 -1.44
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
BIL
US Cash 0.34 0.93 1.78
BNDX
International Bonds -1.14 0.12 -0.29
VNQ
US REITs 2.61 3.63 11.11
IJH
US Mid Cap Blend -2.39 3.69 10.14
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 Aug 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 Jul 26
Portfolio Author Aug 26▾ Time(ET) 1M 3M 6M
Ark Tech Portfolio Cathie Wood 14.64 Aug 20 -9.69 2.94 3.86
Gold 11.77 Aug 20 0.86 -12.30 -16.50
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 7.56 Aug 20 -1.74 -6.43 -9.06
Golden Butterfly 2x Leveraged Tyler 6.27 Aug 20 -2.52 -2.36 -1.60
Gold Pivot Ptf Aim Ways 4.78 Aug 20 -1.25 -3.47 -4.08
All Weather Portfolio 2x Leveraged Ray Dalio 4.72 Aug 20 -1.87 -3.06 -0.36
Desert Portfolio 2x Leveraged Gyroscopic Investing 4.21 Aug 20 -2.12 -2.48 -2.90
Emerging Markets Stocks 3.95 Aug 20 -6.31 0.68 9.01
Permanent Portfolio with Bitcoin Harry Browne 3.84 Aug 20, 08:00PM -0.89 -2.60 -2.73
Paul Boyer Portfolio Paul Boyer 3.72 Aug 20 -2.08 -2.75 -2.06
Simplified Permanent Portfolio The Lazy Team 3.71 Aug 20 -0.63 -2.66 -2.91
Permanent Portfolio Harry Browne 3.68 Aug 20 -0.97 -2.55 -2.73
Marc Faber Portfolio Marc Faber 3.68 Aug 20 0.18 -1.48 0.16
Shield Strategy Aim Ways 3.58 Aug 20 -1.53 -1.28 -0.40
Cockroach Portfolio Tony Dong 3.45 Aug 20 0.42 -1.27 -1.24
Golden Butterfly with Bitcoin Tyler 3.36 Aug 20, 08:00PM -0.83 -0.96 0.25
Technology 3.33 Aug 20 -6.57 3.15 10.89
Golden Butterfly Tyler 3.20 Aug 20 -0.90 -0.91 0.24
Developed World ex-US Stocks 3.14 Aug 20 -0.88 3.19 7.42
Weird Portfolio Value Stock Geek 3.11 Aug 20 0.13 -0.69 1.41
Golden Ratio Portfolio Frank Vasquez 2.83 Aug 20 -1.22 -0.68 1.14
US Stocks Minimum Volatility 2.80 Aug 20 1.52 3.80 3.84
Stocks/Bonds 60/40 2x Leveraged 2.75 Aug 20 -1.60 2.86 6.29
All Country World Stocks 2.61 Aug 20 -0.69 3.45 7.80
Aim comfortable trip Aim Ways 2.57 Aug 20 -0.23 0.29 1.36
Developed World ex-US 80/20 2.51 Aug 20 -0.93 2.62 5.94
Developed World ex-US Stocks Momentum 2.51 Aug 20 -2.19 1.61 4.07
All Weather Portfolio with Bitcoin Ray Dalio 2.47 Aug 20, 08:00PM -1.05 -1.44 1.07
US Stocks Equal Weight 2.45 Aug 20 1.05 6.10 9.43
Robo Advisor 90 Value Tilt Betterment 2.43 Aug 20 -1.15 3.43 8.27
Dedalo Three Dedalo Invest 2.37 Aug 20 -0.55 4.02 8.47
Odd-Stats Strategy Aim Ways 2.37 Aug 20 -1.59 0.20 1.95
Four Seasons Portfolio Davide Pisicchio 2.36 Aug 20 -0.74 0.27 1.93
Diavola Portfolio Davide Pisicchio 2.35 Aug 20 -2.10 3.55 8.41
In Saecula Saeculorum Fulvio Marchese 2.35 Aug 20 -0.74 0.31 1.67
Aggressive Portfolio Lyn Alden 2.31 Aug 20 -0.64 2.54 6.26
Pinwheel Tyler 2.30 Aug 20 -0.18 1.36 4.46
Perfect Portfolio Ben Stein 2.28 Aug 20 -0.44 2.74 7.63
Gone Fishin' Portfolio Alexander Green 2.27 Aug 20 -1.59 1.71 5.48
US Stocks 2.27 Aug 20 -0.49 4.26 8.77
All Weather Portfolio Ray Dalio 2.25 Aug 20 -1.01 -1.33 1.46
US Stocks ESG 2.25 Aug 20 -0.17 5.19 9.06
Moderate Portfolio Lyn Alden 2.25 Aug 20 -0.94 2.08 5.40
Desert Portfolio with Bitcoin Gyroscopic Investing 2.25 Aug 20, 08:00PM -0.31 -0.34 0.45
Robo Advisor 100 Value Tilt Betterment 2.24 Aug 20 -0.46 4.27 8.91
Robo Advisor 80 Value Tilt Betterment 2.20 Aug 20 -1.19 3.02 7.33
Second Grader's Starter Paul Farrell 2.19 Aug 20 -0.75 3.36 7.37
Ulcer Free Strategy Aim Ways 2.17 Aug 20 -2.43 -1.24 0.09
Margherita Portfolio Davide Pisicchio 2.17 Aug 20 -0.75 -0.22 0.99
Sheltered Sam 100/0 Bill Bernstein 2.17 Aug 20 0.11 4.51 9.54
Stocks/Bonds 40/60 2x Leveraged 2.17 Aug 20 -2.17 0.86 2.65
All Country World 80/20 2.15 Aug 20 -0.80 2.74 6.19
Edge Select Aggressive Merrill Lynch 2.12 Aug 20 -1.27 3.06 7.22
Five Asset Roger Gibson 2.10 Aug 20 2.22 0.67 9.59
Desert Portfolio Gyroscopic Investing 2.09 Aug 20 -0.39 -0.29 0.44
PISI Portfolio Davide Pisicchio 2.08 Aug 20 -0.98 -0.65 0.04
Seven Value Scott Burns 2.08 Aug 20 1.92 2.48 8.27
Conservative Portfolio Lyn Alden 2.07 Aug 20 -0.13 1.63 4.40
Warren Buffett Portfolio Warren Buffett 2.06 Aug 20 -0.07 3.93 7.75
Six Ways from Sunday Scott Burns 2.03 Aug 20 2.10 1.75 7.77
Four Funds Bogleheads 2.02 Aug 20 -0.77 2.86 6.51
Three Funds Bogleheads 2.01 Aug 20 -0.82 2.88 6.44
Dedalo Eleven Dedalo Invest 2.01 Aug 20 -1.10 2.95 6.80
Ivy Portfolio Mebane Faber 2.01 Aug 20 2.63 0.13 10.69
Sheltered Sam 90/10 Bill Bernstein 2.00 Aug 20 0.08 4.08 8.66
LifeStrategy Growth Fund Vanguard 1.99 Aug 20 -0.82 2.90 6.43
Capricciosa Portfolio Davide Pisicchio 1.97 Aug 20 -0.79 1.38 3.72
GAA Global Asset Allocation Mebane Faber 1.96 Aug 20 -0.78 -0.28 3.12
Gretchen Tai Portfolio Gretchen Tai 1.94 Aug 20 -1.35 2.25 6.09
Stocks/Bonds 60/40 with Bitcoin 1.93 Aug 20, 08:00PM -0.69 2.00 4.56
Family Taxable Portfolio Ted Aronson 1.92 Aug 20 -2.50 2.39 7.29
Stocks/Bonds 80/20 1.92 Aug 20 -0.64 3.30 6.88
Dedalo Four Dedalo Invest 1.90 Aug 20 -0.66 3.27 6.73
Developed World ex-US 60/40 1.89 Aug 20 -0.98 2.03 4.43
Mid-Twenties Burton Malkiel 1.87 Aug 20 -0.92 3.14 7.49
Ultimate Buy and Hold Strategy Paul Merriman 1.85 Aug 20 0.30 4.07 9.29
US Stocks Momentum 1.84 Aug 20 -12.61 5.61 17.31
Margaritaville Scott Burns 1.83 Aug 20 -0.75 2.13 5.42
Edge Select Moderately Aggressive Merrill Lynch 1.83 Aug 20 -1.22 2.40 5.74
Simple Path to Wealth JL Collins 1.83 Aug 20 -0.68 3.06 6.41
Sheltered Sam 80/20 Bill Bernstein 1.83 Aug 20 0.06 3.63 7.76
7Twelve Portfolio Craig Israelsen 1.79 Aug 20 1.75 0.45 9.60
US Stocks Value 1.79 Aug 20 1.94 4.08 7.56
Late Thirties to Early Forties Burton Malkiel 1.79 Aug 20 -0.84 3.11 7.30
Core Four Rick Ferri 1.78 Aug 20 -0.53 2.92 6.71
Pepperoni Portfolio Davide Pisicchio 1.70 Aug 20 -1.43 2.39 5.83
All Country World 60/40 1.69 Aug 20 -0.90 2.01 4.58
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.67 Aug 20 -0.42 2.52 5.99
Sheltered Sam 70/30 Bill Bernstein 1.65 Aug 20 0.03 3.18 6.86
Robust Alpha Architect 1.59 Aug 20 -2.35 2.57 11.73
LifeStrategy Moderate Growth Vanguard 1.58 Aug 20 -0.92 2.09 4.70
Mid-Fifties Burton Malkiel 1.58 Aug 20 -0.69 2.96 6.92
Talmud Portfolio 2x Leveraged Roger Gibson 1.58 Aug 20 0.21 2.07 8.82
Stocks/Bonds 40/60 with Bitcoin 1.58 Aug 20, 08:00PM -0.84 0.99 2.65
Stocks/Bonds 80/20 Momentum 1.57 Aug 20 -10.86 4.47 13.76
European Stocks 1.57 Aug 20 2.32 5.38 5.43
Stocks/Bonds 60/40 1.57 Aug 20 -0.79 2.33 4.99
Stocks/Bonds 60/40 ESG 1.53 Aug 20 -0.62 2.83 5.06
Long Term Portfolio Ben Stein 1.53 Aug 20 -0.27 3.43 7.63
Developed World ex-US 60/40 Momentum 1.51 Aug 20 -1.80 1.04 2.38
Edge Select Moderate Merrill Lynch 1.49 Aug 20 -1.22 1.74 4.30
Sheltered Sam 60/40 Bill Bernstein 1.48 Aug 20 0.00 2.72 5.96
JP Morgan Balanced Portfolio JP Morgan 1.46 Aug 20 0.09 2.21 6.71
Couch Potato Scott Burns 1.45 Aug 20 -0.59 1.71 4.42
No Brainer Portfolio Bill Bernstein 1.45 Aug 20 -0.79 3.56 7.93
Yale Endowment David Swensen 1.43 Aug 20 -0.29 2.34 6.38
Andrew Tobias Portfolio Andrew Tobias 1.43 Aug 20 0.44 3.18 5.30
Four Square Scott Burns 1.37 Aug 20 -0.85 1.63 3.99
US Stocks Quality 1.36 Aug 20 -0.05 6.01 8.77
Lazy Portfolio David Swensen 1.35 Aug 20 -0.32 2.29 6.35
Coward's Portfolio Bill Bernstein 1.34 Aug 20 -0.47 2.98 6.58
Ideal Index Frank Armstrong 1.34 Aug 20 -0.30 3.22 7.23
Simple and Cheap Time Money Inc 1.31 Aug 20 -0.58 2.07 4.99
Sheltered Sam 50/50 Bill Bernstein 1.31 Aug 20 -0.03 2.25 5.04
Robo Advisor 50 Value Tilt Betterment 1.31 Aug 20 -0.91 2.01 4.42
Stocks/Bonds 60/40 Momentum 1.31 Aug 20 -8.89 3.26 10.17
Sandwich Portfolio Bob Clyatt 1.29 Aug 20 -0.56 1.84 4.75
Ultimate Buy&Hold FundAdvice 1.28 Aug 20 0.10 2.37 5.58
Developed World ex-US 40/60 1.26 Aug 20 -1.03 1.42 2.89
Late Sixties and Beyond Burton Malkiel 1.25 Aug 20 -0.39 2.75 6.31
Tilt Toward Value Time Money Inc 1.25 Aug 20 -0.47 2.36 5.42
All Country World 40/60 1.24 Aug 20 -1.02 1.25 2.94
Stocks/Bonds 40/60 1.21 Aug 20 -0.95 1.33 3.08
Lifepath Fund iShares 1.19 Aug 20 -0.94 1.25 3.24
Rob Arnott Portfolio Rob Arnott 1.18 Aug 20 0.19 -0.17 4.18
Stocks/Bonds 40/60 ESG 1.17 Aug 20 -0.86 1.62 3.06
LifeStrategy Conservative Growth Vanguard 1.17 Aug 20 -1.02 1.26 2.95
Edge Select Moderately Conservative Merrill Lynch 1.15 Aug 20 -1.14 1.08 2.77
Sheltered Sam 40/60 Bill Bernstein 1.14 Aug 20 -0.06 1.78 4.12
Global Market Portfolio Credit Suisse 1.13 Aug 20 -1.69 0.86 2.94
Simple Money Portfolio Tim Maurer 1.11 Aug 20 0.83 2.97 5.60
Big Rocks Portfolio Larry Swedroe 1.07 Aug 20 0.28 3.15 6.62
Coffeehouse Bill Schultheis 1.06 Aug 20 -0.50 2.81 6.44
Stocks/Bonds 40/60 Momentum 1.04 Aug 20 -6.67 1.99 6.56
Five Fold Scott Burns 1.03 Aug 20 -0.13 2.05 5.42
Developed World ex-US 40/60 Momentum 1.00 Aug 20 -1.59 0.74 1.51
Eliminate Fat Tails Larry Swedroe 0.97 Aug 20 -1.54 1.15 4.37
Sheltered Sam 30/70 Bill Bernstein 0.97 Aug 20 -0.09 1.30 3.18
Nano Portfolio John Wasik 0.95 Aug 20 0.41 2.28 5.17
Cape US Sector Value Robert Shiller 0.93 Aug 20 1.40 1.30 0.07
Larry Portfolio Larry Swedroe 0.92 Aug 20 -0.79 0.70 2.57
Dimensional Retirement Income Fund DFA 0.88 Aug 20 -0.33 0.41 2.10
Stocks/Bonds 20/80 0.86 Aug 20 -1.11 0.31 1.17
Dynamic 40/60 Income The Lazy Team 0.81 Aug 20 -0.31 0.67 1.88
Talmud Portfolio Roger Gibson 0.81 Aug 20 0.33 2.45 6.42
Sheltered Sam 20/80 Bill Bernstein 0.79 Aug 20 -0.12 0.80 2.24
All Country World 20/80 0.78 Aug 20 -1.13 0.48 1.28
Stocks/Bonds 20/80 Momentum 0.77 Aug 20 -4.16 0.66 2.92
LifeStrategy Income Fund Vanguard 0.76 Aug 20 -1.13 0.40 1.18
Edge Select Conservative Merrill Lynch 0.74 Aug 20 -0.67 0.94 2.09
Robo Advisor 20 Value Tilt Betterment 0.73 Aug 20 -0.41 0.94 2.03
Dynamic 60/40 Income The Lazy Team 0.65 Aug 20 0.53 1.41 4.00
US Inflation Protection 0.63 Aug 20 -0.68 -0.95 0.02
Developed World ex-US 20/80 0.63 Aug 20 -1.08 0.78 1.32
Sheltered Sam 10/90 Bill Bernstein 0.62 Aug 20 -0.15 0.30 1.30
One-Decision Portfolio Marvin Appel 0.56 Aug 20 0.16 2.24 5.49
Robo Advisor 10 Value Tilt Betterment 0.54 Aug 20 -0.17 0.59 1.26
Aggressive Global Income The Lazy Team 0.52 Aug 20 1.93 3.58 8.26
Total Bond US 0.50 Aug 20 -1.28 -0.74 -0.75
High Yield Bonds Income The Lazy Team 0.48 Aug 20 -1.43 -0.33 -0.12
Sheltered Sam 0/100 Bill Bernstein 0.45 Aug 20 -0.18 -0.20 0.34
10-year Treasury 0.40 Aug 20 -1.39 -1.16 -1.22
Conservative Income Charles Schwab 0.38 Aug 20 -0.47 0.00 0.77
Robo Advisor 0 Betterment 0.34 Aug 20 0.11 0.25 0.50
Short Term Treasury 0.33 Aug 20 0.16 0.30 0.55
All Country World Bonds 0.32 Aug 20 -1.25 -0.32 -0.39
US Cash 0.18 Aug 20 0.34 0.93 1.78
Total Bond Developed World ex-US 0.00 Aug 20 -1.14 0.12 -0.29
Berkshire Hathaway Warren Buffett -2.87 Aug 20 2.37 7.68 6.10