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
DBC
Commodities 3.26 21.23 11.64
VNQ
US REITs -6.26 -6.25 2.82
TIP
US TIPS -2.60 -3.29 -2.50
LQD
US Invest. Grade Bonds -3.39 -5.18 -3.99
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
BIL
US Cash 0.28 0.90 1.79
HYG
US High Yield Bonds -2.73 -2.00 0.01
VTI
US Total Stock Market -0.78 1.39 17.29
SPY
US Large Cap Blend -0.33 2.38 17.86
VT
World All Countries -1.43 0.83 14.83
EFA
EAFE Stocks -3.31 0.01 8.65
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.
Swipe left to see all data
 Monthly Return (%)
Return (%) as of Sep 26
Portfolio Author Oct 26▾ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 9.43 Oct 23 -1.27 -0.25 4.02
US Stocks Minimum Volatility 5.86 Oct 23 -3.70 1.35 5.74
All Weather Portfolio 2x Leveraged Ray Dalio 5.84 Oct 23 -6.63 -3.81 -1.66
Talmud Portfolio 2x Leveraged Roger Gibson 4.65 Oct 23 -6.96 -6.68 6.97
Cape US Sector Value Robert Shiller 4.59 Oct 23 -6.19 -4.41 0.74
Cockroach Portfolio Tony Dong 4.58 Oct 23 -4.23 -2.05 -3.13
US Stocks Value 4.47 Oct 23 -3.21 0.55 8.76
US Stocks Equal Weight 4.28 Oct 23 -4.83 -1.87 9.22
Seven Value Scott Burns 2.98 Oct 23 -2.89 0.95 5.60
Six Ways from Sunday Scott Burns 2.76 Oct 23 -2.80 1.18 4.67
Stocks/Bonds 40/60 2x Leveraged 2.53 Oct 23 -4.27 -4.21 6.24
Aggressive Global Income The Lazy Team 2.48 Oct 23 -4.22 -2.05 4.00
All Weather Portfolio Ray Dalio 2.38 Oct 23 -2.68 -1.33 1.49
10-year Treasury 2.31 Oct 23 -3.35 -4.58 -4.51
All Weather Portfolio with Bitcoin Ray Dalio 2.30 Oct 23 -2.57 -1.07 1.82
US Inflation Protection 2.16 Oct 23 -2.60 -3.29 -2.50
Rob Arnott Portfolio Rob Arnott 1.93 Oct 23 -2.08 -0.71 2.55
Total Bond US 1.90 Oct 23 -2.55 -3.45 -2.78
Talmud Portfolio Roger Gibson 1.81 Oct 23 -3.20 -2.75 5.61
Desert Portfolio 2x Leveraged Gyroscopic Investing 1.76 Oct 23 -5.49 -4.38 0.05
Coffeehouse Bill Schultheis 1.67 Oct 23 -3.46 -3.30 5.17
Ivy Portfolio Mebane Faber 1.60 Oct 23 -1.12 3.66 7.89
Stocks/Bonds 60/40 2x Leveraged 1.56 Oct 23 -3.15 -1.62 15.18
Stocks/Bonds 20/80 1.53 Oct 23 -2.16 -2.40 1.10
All Country World Bonds 1.50 Oct 23 -2.25 -3.29 -1.86
Five Asset Roger Gibson 1.48 Oct 23 -1.42 2.86 8.28
One-Decision Portfolio Marvin Appel 1.48 Oct 23 -2.56 -2.19 4.68
Conservative Income Charles Schwab 1.45 Oct 23 -1.99 -2.34 -1.02
High Yield Bonds Income The Lazy Team 1.26 Oct 23 -3.49 -4.11 -1.57
Sheltered Sam 0/100 Bill Bernstein 1.26 Oct 23 -1.37 -1.45 -0.93
Nano Portfolio John Wasik 1.25 Oct 23 -3.11 -2.28 4.59
7Twelve Portfolio Craig Israelsen 1.23 Oct 23 -1.12 2.53 7.09
Sheltered Sam 10/90 Bill Bernstein 1.23 Oct 23 -1.60 -1.46 0.27
Sheltered Sam 20/80 Bill Bernstein 1.20 Oct 23 -1.82 -1.46 1.46
Dimensional Retirement Income Fund DFA 1.18 Oct 22 -2.44 -1.99 1.16
Sheltered Sam 30/70 Bill Bernstein 1.16 Oct 23 -2.03 -1.46 2.66
Stocks/Bonds 40/60 1.15 Oct 23 -1.79 -1.40 5.05
Sheltered Sam 40/60 Bill Bernstein 1.13 Oct 23 -2.24 -1.47 3.85
Sheltered Sam 50/50 Bill Bernstein 1.10 Oct 23 -2.44 -1.47 5.03
Couch Potato Scott Burns 1.09 Oct 23 -1.64 -0.84 7.17
LifeStrategy Income Fund Vanguard 1.08 Oct 23 -1.99 -2.36 1.11
Sheltered Sam 60/40 Bill Bernstein 1.07 Oct 23 -2.64 -1.47 6.21
Stocks/Bonds 40/60 with Bitcoin 1.06 Oct 23 -1.65 -0.84 5.29
Sheltered Sam 70/30 Bill Bernstein 1.03 Oct 23 -2.83 -1.47 7.39
Weird Portfolio Value Stock Geek 1.02 Oct 23 -5.37 -3.21 0.17
PISI Portfolio Davide Pisicchio 1.00 Oct 23 -2.85 -1.98 1.09
Sheltered Sam 80/20 Bill Bernstein 1.00 Oct 23 -3.01 -1.48 8.57
Total Bond Developed World ex-US 0.99 Oct 23 -1.18 -2.51 -1.04
All Country World 20/80 0.99 Oct 23 -2.07 -2.40 1.44
Sheltered Sam 90/10 Bill Bernstein 0.97 Oct 23 -3.19 -1.48 9.74
Tilt Toward Value Time Money Inc 0.95 Oct 23 -2.56 -1.94 6.28
Sheltered Sam 100/0 Bill Bernstein 0.94 Oct 23 -3.37 -1.48 10.91
Golden Butterfly Tyler 0.93 Oct 23 -3.86 -2.22 1.07
Golden Butterfly with Bitcoin Tyler 0.93 Oct 23 -3.64 -1.75 1.67
Edge Select Conservative Merrill Lynch 0.92 Oct 23 -1.69 -1.61 2.02
GAA Global Asset Allocation Mebane Faber 0.88 Oct 23 -2.25 -0.99 3.59
Global Market Portfolio Credit Suisse 0.84 Oct 23 -2.48 -2.88 3.92
Lifepath Fund iShares 0.84 Oct 23 -2.15 -1.88 4.28
Stocks/Bonds 60/40 0.78 Oct 23 -1.44 -0.43 9.06
Five Fold Scott Burns 0.77 Oct 23 -2.67 -2.24 5.48
Simple Money Portfolio Tim Maurer 0.75 Oct 23 -2.92 -1.03 5.43
Big Rocks Portfolio Larry Swedroe 0.74 Oct 23 -2.48 -1.35 6.60
Stocks/Bonds 40/60 ESG 0.73 Oct 23 -1.45 -0.80 6.48
Late Sixties and Beyond Burton Malkiel 0.73 Oct 23 -2.60 -1.88 7.76
Robo Advisor 0 Betterment 0.71 Oct 23 -0.65 -0.36 -0.02
Stocks/Bonds 60/40 with Bitcoin 0.68 Oct 23 -1.30 0.12 9.32
Golden Ratio Portfolio Frank Vasquez 0.68 Oct 23 -2.81 -1.46 3.36
Short Term Treasury 0.66 Oct 23 -0.55 -0.22 0.11
Robo Advisor 10 Value Tilt Betterment 0.65 Oct 23 -1.04 -0.77 1.10
Larry Portfolio Larry Swedroe 0.64 Oct 23 -2.52 -2.52 1.77
Robo Advisor 20 Value Tilt Betterment 0.62 Oct 23 -1.43 -1.17 2.20
US Stocks Quality 0.61 Oct 23 0.04 1.50 16.32
Odd-Stats Strategy Aim Ways 0.61 Oct 23 -1.95 -1.44 4.66
LifeStrategy Conservative Growth Vanguard 0.53 Oct 23 -1.84 -1.59 4.50
Golden Butterfly 2x Leveraged Tyler 0.53 Oct 23 -7.81 -6.91 -0.13
Yale Endowment David Swensen 0.53 Oct 23 -2.63 -1.89 7.46
JP Morgan Balanced Portfolio JP Morgan 0.52 Oct 23 -2.00 -0.44 7.78
Edge Select Moderately Conservative Merrill Lynch 0.51 Oct 23 -1.93 -1.75 4.28
Simple Path to Wealth JL Collins 0.50 Oct 23 -1.19 0.27 12.11
In Saecula Saeculorum Fulvio Marchese 0.49 Oct 23 -2.18 -0.68 4.78
Coward's Portfolio Bill Bernstein 0.49 Oct 23 -2.10 -1.36 7.66
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.49 Oct 23 -2.28 -1.15 8.46
Desert Portfolio Gyroscopic Investing 0.48 Oct 23 -2.09 -0.70 2.22
Desert Portfolio with Bitcoin Gyroscopic Investing 0.48 Oct 23 -1.86 -0.20 2.84
All Country World 40/60 0.47 Oct 23 -1.90 -1.54 4.75
Simple and Cheap Time Money Inc 0.46 Oct 23 -2.23 -1.57 6.67
Lazy Portfolio David Swensen 0.46 Oct 23 -2.55 -1.89 7.49
Dynamic 60/40 Income The Lazy Team 0.45 Oct 23 -2.61 -1.81 3.95
Permanent Portfolio Harry Browne 0.43 Oct 23 -3.07 -0.85 -0.56
Permanent Portfolio with Bitcoin Harry Browne 0.43 Oct 23 -2.84 -0.35 0.03
Robo Advisor 50 Value Tilt Betterment 0.41 Oct 23 -2.27 -1.82 5.81
Stocks/Bonds 80/20 0.40 Oct 23 -1.10 0.50 13.14
Conservative Portfolio Lyn Alden 0.39 Oct 23 -2.58 -0.88 6.40
Ultimate Buy&Hold FundAdvice 0.34 Oct 23 -2.62 -1.36 5.90
Developed World ex-US 20/80 0.32 Oct 23 -1.58 -2.10 1.43
US Cash 0.28 Oct 23 0.28 0.90 1.79
Ideal Index Frank Armstrong 0.27 Oct 23 -2.72 -1.97 7.48
Stocks/Bonds 60/40 ESG 0.25 Oct 23 -1.01 0.42 11.26
Simplified Permanent Portfolio The Lazy Team 0.22 Oct 23 -3.50 -1.11 -1.21
Margherita Portfolio Davide Pisicchio 0.16 Oct 23 -2.07 -1.00 2.96
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.11 Oct 23 -6.75 -3.23 -4.71
Capricciosa Portfolio Davide Pisicchio 0.11 Oct 23 -1.55 -0.45 7.38
Four Square Scott Burns 0.09 Oct 23 -1.75 -1.20 6.16
Mid-Fifties Burton Malkiel 0.06 Oct 23 -2.39 -1.54 9.65
Sandwich Portfolio Bob Clyatt 0.03 Oct 23 -2.08 -1.39 6.28
US Stocks 0.03 Oct 23 -0.78 1.39 17.29
Edge Select Moderate Merrill Lynch 0.03 Oct 23 -1.81 -1.31 7.12
Four Seasons Portfolio Davide Pisicchio 0.03 Oct 23 -1.94 -0.61 4.90
Dynamic 40/60 Income The Lazy Team 0.02 Oct 23 -2.05 -1.41 3.26
Warren Buffett Portfolio Warren Buffett 0.00 Oct 23 -0.22 2.31 16.46
Core Four Rick Ferri 0.00 Oct 23 -1.96 -0.64 10.53
Eliminate Fat Tails Larry Swedroe -0.01 Oct 23 -1.75 -2.55 4.11
LifeStrategy Moderate Growth Vanguard -0.02 Oct 23 -1.71 -0.85 7.90
All Country World 60/40 -0.04 Oct 23 -1.73 -0.72 8.09
Dedalo Four Dedalo Invest -0.06 Oct 23 -1.02 0.52 12.90
Marc Faber Portfolio Marc Faber -0.08 Oct 23 -4.13 -1.56 0.82
Aim comfortable trip Aim Ways -0.08 Oct 23 -2.40 -0.45 3.18
Stocks/Bonds 20/80 Momentum -0.13 Oct 23 -0.60 -4.41 4.07
No Brainer Portfolio Bill Bernstein -0.16 Oct 23 -2.28 -1.79 9.88
Paul Boyer Portfolio Paul Boyer -0.20 Oct 23 -3.85 -2.99 -1.41
Margaritaville Scott Burns -0.21 Oct 23 -1.91 -0.77 8.65
Andrew Tobias Portfolio Andrew Tobias -0.22 Oct 23 -1.59 0.42 8.56
Pepperoni Portfolio Davide Pisicchio -0.24 Oct 23 -0.70 -0.28 11.05
Pinwheel Tyler -0.29 Oct 23 -3.13 -1.64 5.53
Dedalo Three Dedalo Invest -0.30 Oct 23 -0.98 1.22 16.54
Ultimate Buy and Hold Strategy Paul Merriman -0.31 Oct 23 -3.25 -1.21 10.80
Robo Advisor 80 Value Tilt Betterment -0.32 Oct 23 -2.19 -1.08 10.73
Long Term Portfolio Ben Stein -0.34 Oct 23 -2.13 -0.95 10.19
Developed World ex-US 40/60 -0.35 Oct 23 -1.95 -1.71 3.88
Robo Advisor 100 Value Tilt Betterment -0.41 Oct 23 -2.29 -0.40 13.14
Late Thirties to Early Forties Burton Malkiel -0.42 Oct 23 -2.10 -1.11 11.02
Four Funds Bogleheads -0.43 Oct 23 -1.63 -0.14 11.37
Shield Strategy Aim Ways -0.43 Oct 23 -1.99 -0.18 4.39
Dedalo Eleven Dedalo Invest -0.44 Oct 23 -1.21 0.00 12.55
Three Funds Bogleheads -0.45 Oct 23 -1.62 -0.15 11.34
Robo Advisor 90 Value Tilt Betterment -0.51 Oct 23 -2.18 -0.80 12.30
Family Taxable Portfolio Ted Aronson -0.53 Oct 23 -2.41 -2.93 9.46
Edge Select Moderately Aggressive Merrill Lynch -0.53 Oct 23 -1.49 -0.56 10.26
All Country World 80/20 -0.56 Oct 23 -1.58 0.07 11.45
LifeStrategy Growth Fund Vanguard -0.57 Oct 23 -1.58 -0.14 11.33
Perfect Portfolio Ben Stein -0.64 Oct 23 -1.23 0.92 11.72
Second Grader's Starter Paul Farrell -0.64 Oct 23 -1.45 0.30 13.36
Gretchen Tai Portfolio Gretchen Tai -0.64 Oct 23 -2.30 -1.67 8.85
Moderate Portfolio Lyn Alden -0.68 Oct 23 -1.90 -0.62 9.38
Mid-Twenties Burton Malkiel -0.70 Oct 23 -2.00 -0.98 11.55
US Stocks ESG -0.73 Oct 23 -0.20 2.73 21.26
Aggressive Portfolio Lyn Alden -0.74 Oct 23 -1.88 -0.22 10.62
European Stocks -0.76 Oct 23 -5.07 -1.72 7.00
Ulcer Free Strategy Aim Ways -0.82 Oct 23 -1.80 -2.61 1.59
Gone Fishin' Portfolio Alexander Green -0.90 Oct 23 -2.88 -2.52 7.37
Developed World ex-US 40/60 Momentum -0.91 Oct 23 -1.18 -2.00 3.72
Diavola Portfolio Davide Pisicchio -0.94 Oct 23 0.21 0.89 18.06
Edge Select Aggressive Merrill Lynch -1.01 Oct 23 -1.32 -0.14 13.00
Robust Alpha Architect -1.01 Oct 23 0.35 -0.90 13.13
Developed World ex-US 60/40 -1.02 Oct 23 -2.30 -1.34 6.29
All Country World Stocks -1.08 Oct 23 -1.43 0.83 14.83
Gold Pivot Ptf Aim Ways -1.28 Oct 23 -2.60 0.20 0.06
Developed World ex-US 80/20 -1.69 Oct 23 -2.62 -0.99 8.68
Developed World ex-US 60/40 Momentum -1.86 Oct 23 -1.18 -1.76 6.10
Stocks/Bonds 40/60 Momentum -2.15 Oct 23 1.20 -5.26 11.04
Developed World ex-US Stocks -2.36 Oct 23 -2.93 -0.65 11.04
Gold -3.75 Oct 23 -6.75 3.38 -11.49
Developed World ex-US Stocks Momentum -3.76 Oct 23 -1.18 -1.31 10.85
Stocks/Bonds 60/40 Momentum -4.18 Oct 23 2.87 -6.00 18.12
Technology -4.27 Oct 23 3.32 0.56 28.44
Stocks/Bonds 80/20 Momentum -6.21 Oct 23 4.42 -6.66 25.32
Emerging Markets Stocks -7.33 Oct 23 -0.34 -2.37 18.22
Ark Tech Portfolio Cathie Wood -7.63 Oct 23 6.09 11.54 44.14
US Stocks Momentum -8.24 Oct 23 5.87 -7.25 32.64