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
EFA
EAFE Stocks 1.64 4.82 6.46
HYG
US High Yield Bonds -0.15 0.37 0.92
EMB
Emerg. Market Bonds -1.44 0.07 0.59
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
BND
US Total Bond Market -1.28 -0.74 -0.75
BIL
US Cash 0.34 0.93 1.78
PFF
US Preferred Stocks 0.40 -1.80 -1.44
CWB
US Convertible Bonds -5.46 1.16 9.82
TIP
US TIPS -0.68 -0.95 0.02
BNDX
International Bonds -1.14 0.12 -0.29
IJR
US Small Cap Blend -1.92 6.42 15.04
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 14.67 Aug 31 -9.69 2.94 3.86
Gold 9.40 Aug 31 0.86 -12.30 -16.50
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 5.86 Aug 31 -1.74 -6.43 -9.06
Emerging Markets Stocks 4.78 Aug 31 -6.31 0.68 9.01
Golden Butterfly 2x Leveraged Tyler 4.47 Aug 31 -2.52 -2.36 -1.60
All Weather Portfolio 2x Leveraged Ray Dalio 4.11 Aug 31 -1.87 -3.06 -0.36
Gold Pivot Ptf Aim Ways 4.08 Aug 31 -1.25 -3.47 -4.08
Technology 3.88 Aug 31 -6.57 3.15 10.89
US Stocks Minimum Volatility 3.68 Aug 31 1.52 3.80 3.84
Permanent Portfolio with Bitcoin Harry Browne 3.50 Aug 31 -0.89 -2.60 -2.73
Developed World ex-US Stocks 3.43 Aug 31 -0.88 3.19 7.42
Shield Strategy Aim Ways 3.31 Aug 31 -1.53 -1.28 -0.40
Desert Portfolio 2x Leveraged Gyroscopic Investing 3.27 Aug 31 -2.12 -2.48 -2.90
Permanent Portfolio Harry Browne 3.18 Aug 31 -0.97 -2.55 -2.73
Paul Boyer Portfolio Paul Boyer 3.05 Aug 31 -2.08 -2.75 -2.06
Simplified Permanent Portfolio The Lazy Team 3.03 Aug 31 -0.63 -2.66 -2.91
All Country World Stocks 3.00 Aug 31 -0.69 3.45 7.80
Golden Butterfly with Bitcoin Tyler 2.98 Aug 31 -0.83 -0.96 0.25
US Stocks ESG 2.92 Aug 31 -0.17 5.19 9.06
Stocks/Bonds 60/40 2x Leveraged 2.79 Aug 31 -1.60 2.86 6.29
Developed World ex-US 80/20 2.70 Aug 31 -0.93 2.62 5.94
Dedalo Three Dedalo Invest 2.69 Aug 31 -0.55 4.02 8.47
Golden Butterfly Tyler 2.66 Aug 31 -0.90 -0.91 0.24
Diavola Portfolio Davide Pisicchio 2.65 Aug 31 -2.10 3.55 8.41
Golden Ratio Portfolio Frank Vasquez 2.64 Aug 31 -1.22 -0.68 1.14
Robo Advisor 90 Value Tilt Betterment 2.60 Aug 31 -1.15 3.43 8.27
Marc Faber Portfolio Marc Faber 2.59 Aug 31 0.18 -1.48 0.16
US Stocks 2.56 Aug 31 -0.49 4.26 8.77
Perfect Portfolio Ben Stein 2.50 Aug 31 -0.44 2.74 7.63
Second Grader's Starter Paul Farrell 2.49 Aug 31 -0.75 3.36 7.37
All Weather Portfolio with Bitcoin Ray Dalio 2.47 Aug 31 -1.05 -1.44 1.07
Edge Select Aggressive Merrill Lynch 2.47 Aug 31 -1.27 3.06 7.22
Warren Buffett Portfolio Warren Buffett 2.45 Aug 31 -0.07 3.93 7.75
Robo Advisor 100 Value Tilt Betterment 2.45 Aug 31 -0.46 4.27 8.91
All Country World 80/20 2.44 Aug 31 -0.80 2.74 6.19
Aggressive Portfolio Lyn Alden 2.35 Aug 31 -0.64 2.54 6.26
Robo Advisor 80 Value Tilt Betterment 2.33 Aug 31 -1.19 3.02 7.33
Weird Portfolio Value Stock Geek 2.31 Aug 31 0.13 -0.69 1.41
Aim comfortable trip Aim Ways 2.28 Aug 31 -0.23 0.29 1.36
Three Funds Bogleheads 2.27 Aug 31 -0.82 2.88 6.44
Dedalo Eleven Dedalo Invest 2.25 Aug 31 -1.10 2.95 6.80
LifeStrategy Growth Fund Vanguard 2.25 Aug 31 -0.82 2.90 6.43
Developed World ex-US Stocks Momentum 2.24 Aug 31 -2.19 1.61 4.07
Moderate Portfolio Lyn Alden 2.24 Aug 31 -0.94 2.08 5.40
Four Funds Bogleheads 2.23 Aug 31 -0.77 2.86 6.51
In Saecula Saeculorum Fulvio Marchese 2.18 Aug 31 -0.74 0.31 1.67
US Stocks Equal Weight 2.14 Aug 31 1.05 6.10 9.43
Stocks/Bonds 60/40 with Bitcoin 2.14 Aug 31 -0.69 2.00 4.56
Dedalo Four Dedalo Invest 2.12 Aug 31 -0.66 3.27 6.73
All Weather Portfolio Ray Dalio 2.12 Aug 31 -1.01 -1.33 1.46
Edge Select Moderately Aggressive Merrill Lynch 2.12 Aug 31 -1.22 2.40 5.74
Stocks/Bonds 80/20 2.11 Aug 31 -0.64 3.30 6.88
Desert Portfolio with Bitcoin Gyroscopic Investing 2.07 Aug 31 -0.31 -0.34 0.45
Odd-Stats Strategy Aim Ways 2.05 Aug 31 -1.59 0.20 1.95
Gone Fishin' Portfolio Alexander Green 2.03 Aug 31 -1.59 1.71 5.48
Four Seasons Portfolio Davide Pisicchio 2.02 Aug 31 -0.74 0.27 1.93
Simple Path to Wealth JL Collins 2.00 Aug 31 -0.68 3.06 6.41
Developed World ex-US 60/40 1.98 Aug 31 -0.98 2.03 4.43
US Stocks Value 1.97 Aug 31 1.94 4.08 7.56
Gretchen Tai Portfolio Gretchen Tai 1.97 Aug 31 -1.35 2.25 6.09
Family Taxable Portfolio Ted Aronson 1.95 Aug 31 -2.50 2.39 7.29
Mid-Twenties Burton Malkiel 1.95 Aug 31 -0.92 3.14 7.49
Cockroach Portfolio Tony Dong 1.92 Aug 31 0.42 -1.27 -1.24
Sheltered Sam 100/0 Bill Bernstein 1.92 Aug 31 0.11 4.51 9.54
GAA Global Asset Allocation Mebane Faber 1.90 Aug 31 -0.78 -0.28 3.12
Ultimate Buy and Hold Strategy Paul Merriman 1.90 Aug 31 0.30 4.07 9.29
Stocks/Bonds 60/40 ESG 1.89 Aug 31 -0.62 2.83 5.06
Margaritaville Scott Burns 1.87 Aug 31 -0.75 2.13 5.42
All Country World 60/40 1.87 Aug 31 -0.90 2.01 4.58
Conservative Portfolio Lyn Alden 1.87 Aug 31 -0.13 1.63 4.40
Stocks/Bonds 40/60 2x Leveraged 1.85 Aug 31 -2.17 0.86 2.65
Late Thirties to Early Forties Burton Malkiel 1.85 Aug 31 -0.84 3.11 7.30
Core Four Rick Ferri 1.82 Aug 31 -0.53 2.92 6.71
Five Asset Roger Gibson 1.81 Aug 31 2.22 0.67 9.59
Ivy Portfolio Mebane Faber 1.81 Aug 31 2.63 0.13 10.69
Capricciosa Portfolio Davide Pisicchio 1.81 Aug 31 -0.79 1.38 3.72
Pinwheel Tyler 1.81 Aug 31 -0.18 1.36 4.46
PISI Portfolio Davide Pisicchio 1.78 Aug 31 -0.98 -0.65 0.04
Margherita Portfolio Davide Pisicchio 1.77 Aug 31 -0.75 -0.22 0.99
Desert Portfolio Gyroscopic Investing 1.75 Aug 31 -0.39 -0.29 0.44
Sheltered Sam 90/10 Bill Bernstein 1.74 Aug 31 0.08 4.08 8.66
LifeStrategy Moderate Growth Vanguard 1.73 Aug 31 -0.92 2.09 4.70
Pepperoni Portfolio Davide Pisicchio 1.71 Aug 31 -1.43 2.39 5.83
Stocks/Bonds 40/60 with Bitcoin 1.69 Aug 31 -0.84 0.99 2.65
Stocks/Bonds 60/40 1.66 Aug 31 -0.79 2.33 4.99
Edge Select Moderate Merrill Lynch 1.65 Aug 31 -1.22 1.74 4.30
Seven Value Scott Burns 1.65 Aug 31 1.92 2.48 8.27
7Twelve Portfolio Craig Israelsen 1.62 Aug 31 1.75 0.45 9.60
Andrew Tobias Portfolio Andrew Tobias 1.58 Aug 31 0.44 3.18 5.30
Six Ways from Sunday Scott Burns 1.56 Aug 31 2.10 1.75 7.77
Sheltered Sam 80/20 Bill Bernstein 1.56 Aug 31 0.06 3.63 7.76
Ulcer Free Strategy Aim Ways 1.54 Aug 31 -2.43 -1.24 0.09
Mid-Fifties Burton Malkiel 1.54 Aug 31 -0.69 2.96 6.92
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.51 Aug 31 -0.42 2.52 5.99
Long Term Portfolio Ben Stein 1.50 Aug 31 -0.27 3.43 7.63
US Stocks Quality 1.48 Aug 31 -0.05 6.01 8.77
JP Morgan Balanced Portfolio JP Morgan 1.41 Aug 31 0.09 2.21 6.71
European Stocks 1.38 Aug 31 2.32 5.38 5.43
Sheltered Sam 70/30 Bill Bernstein 1.38 Aug 31 0.03 3.18 6.86
Stocks/Bonds 40/60 ESG 1.37 Aug 31 -0.86 1.62 3.06
Four Square Scott Burns 1.35 Aug 31 -0.85 1.63 3.99
No Brainer Portfolio Bill Bernstein 1.35 Aug 31 -0.79 3.56 7.93
Robo Advisor 50 Value Tilt Betterment 1.33 Aug 31 -0.91 2.01 4.42
All Country World 40/60 1.30 Aug 31 -1.02 1.25 2.94
Developed World ex-US 60/40 Momentum 1.27 Aug 31 -1.80 1.04 2.38
Couch Potato Scott Burns 1.26 Aug 31 -0.59 1.71 4.42
Developed World ex-US 40/60 1.25 Aug 31 -1.03 1.42 2.89
Sandwich Portfolio Bob Clyatt 1.24 Aug 31 -0.56 1.84 4.75
Edge Select Moderately Conservative Merrill Lynch 1.23 Aug 31 -1.14 1.08 2.77
Coward's Portfolio Bill Bernstein 1.22 Aug 31 -0.47 2.98 6.58
Stocks/Bonds 40/60 1.22 Aug 31 -0.95 1.33 3.08
LifeStrategy Conservative Growth Vanguard 1.21 Aug 31 -1.02 1.26 2.95
Simple and Cheap Time Money Inc 1.20 Aug 31 -0.58 2.07 4.99
Sheltered Sam 60/40 Bill Bernstein 1.19 Aug 31 0.00 2.72 5.96
Global Market Portfolio Credit Suisse 1.19 Aug 31 -1.69 0.86 2.94
Ultimate Buy&Hold FundAdvice 1.19 Aug 31 0.10 2.37 5.58
Simple Money Portfolio Tim Maurer 1.14 Aug 31 0.83 2.97 5.60
Lifepath Fund iShares 1.14 Aug 31 -0.94 1.25 3.24
Ideal Index Frank Armstrong 1.12 Aug 31 -0.30 3.22 7.23
Late Sixties and Beyond Burton Malkiel 1.10 Aug 31 -0.39 2.75 6.31
Tilt Toward Value Time Money Inc 1.06 Aug 31 -0.47 2.36 5.42
Sheltered Sam 50/50 Bill Bernstein 1.01 Aug 31 -0.03 2.25 5.04
Yale Endowment David Swensen 1.00 Aug 31 -0.29 2.34 6.38
Rob Arnott Portfolio Rob Arnott 0.98 Aug 31 0.19 -0.17 4.18
Lazy Portfolio David Swensen 0.95 Aug 31 -0.32 2.29 6.35
Big Rocks Portfolio Larry Swedroe 0.90 Aug 31 0.28 3.15 6.62
Dynamic 40/60 Income The Lazy Team 0.86 Aug 31 -0.31 0.67 1.88
Sheltered Sam 40/60 Bill Bernstein 0.83 Aug 31 -0.06 1.78 4.12
Robust Alpha Architect 0.83 Aug 31 -2.35 2.57 11.73
Larry Portfolio Larry Swedroe 0.78 Aug 31 -0.79 0.70 2.57
Developed World ex-US 40/60 Momentum 0.78 Aug 31 -1.59 0.74 1.51
Stocks/Bonds 20/80 0.77 Aug 31 -1.11 0.31 1.17
All Country World 20/80 0.74 Aug 31 -1.13 0.48 1.28
Eliminate Fat Tails Larry Swedroe 0.71 Aug 31 -1.54 1.15 4.37
Edge Select Conservative Merrill Lynch 0.71 Aug 31 -0.67 0.94 2.09
High Yield Bonds Income The Lazy Team 0.69 Aug 31 -1.43 -0.33 -0.12
LifeStrategy Income Fund Vanguard 0.69 Aug 31 -1.13 0.40 1.18
Cape US Sector Value Robert Shiller 0.67 Aug 31 1.40 1.30 0.07
Coffeehouse Bill Schultheis 0.67 Aug 31 -0.50 2.81 6.44
Robo Advisor 20 Value Tilt Betterment 0.66 Aug 31 -0.41 0.94 2.03
Sheltered Sam 30/70 Bill Bernstein 0.65 Aug 31 -0.09 1.30 3.18
Dimensional Retirement Income Fund DFA 0.64 Aug 28 -0.33 0.41 2.10
Five Fold Scott Burns 0.56 Aug 31 -0.13 2.05 5.42
Developed World ex-US 20/80 0.52 Aug 31 -1.08 0.78 1.32
Sheltered Sam 20/80 Bill Bernstein 0.47 Aug 31 -0.12 0.80 2.24
Robo Advisor 10 Value Tilt Betterment 0.44 Aug 31 -0.17 0.59 1.26
Nano Portfolio John Wasik 0.44 Aug 31 0.41 2.28 5.17
Aggressive Global Income The Lazy Team 0.38 Aug 31 1.93 3.58 8.26
Total Bond US 0.32 Aug 31 -1.28 -0.74 -0.75
Sheltered Sam 10/90 Bill Bernstein 0.29 Aug 31 -0.15 0.30 1.30
US Cash 0.28 Aug 31 0.34 0.93 1.78
Dynamic 60/40 Income The Lazy Team 0.23 Aug 31 0.53 1.41 4.00
Robo Advisor 0 Betterment 0.22 Aug 31 0.11 0.25 0.50
Short Term Treasury 0.21 Aug 31 0.16 0.30 0.55
Stocks/Bonds 20/80 Momentum 0.20 Aug 31 -4.16 0.66 2.92
One-Decision Portfolio Marvin Appel 0.20 Aug 31 0.16 2.24 5.49
All Country World Bonds 0.17 Aug 31 -1.25 -0.32 -0.39
Sheltered Sam 0/100 Bill Bernstein 0.11 Aug 31 -0.18 -0.20 0.34
Conservative Income Charles Schwab 0.11 Aug 31 -0.47 0.00 0.77
Talmud Portfolio Roger Gibson 0.09 Aug 31 0.33 2.45 6.42
Stocks/Bonds 40/60 Momentum 0.09 Aug 31 -6.67 1.99 6.56
10-year Treasury 0.08 Aug 31 -1.39 -1.16 -1.22
Stocks/Bonds 60/40 Momentum -0.03 Aug 31 -8.89 3.26 10.17
US Inflation Protection -0.04 Aug 31 -0.68 -0.95 0.02
Talmud Portfolio 2x Leveraged Roger Gibson -0.09 Aug 31 0.21 2.07 8.82
Stocks/Bonds 80/20 Momentum -0.15 Aug 31 -10.86 4.47 13.76
Total Bond Developed World ex-US -0.20 Aug 31 -1.14 0.12 -0.29
US Stocks Momentum -0.27 Aug 31 -12.61 5.61 17.31
Berkshire Hathaway Warren Buffett -1.41 Aug 31 2.37 7.68 6.10