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
GLD
Gold 9.93 -2.09 -15.57
SPY
US Large Cap Blend 2.68 1.66 12.41
VTI
US Total Stock Market 2.70 1.80 12.30
VT
World All Countries 3.01 1.90 9.25
EFA
EAFE Stocks 1.77 4.15 3.58
EEM
Emerging Markets 4.57 -1.80 7.65
TIP
US TIPS -0.02 -1.16 -1.26
TLT
US Long Term Treasuries 0.73 -2.65 -7.06
CWB
US Convertible Bonds 0.54 -5.05 9.17
IJR
US Small Cap Blend -0.65 4.54 11.94
VNQ
US REITs -2.54 1.66 2.76
EMB
Emerg. Market Bonds 0.56 -0.46 -0.47
QQQ
US Technology 4.18 -2.81 18.30
PFF
US Preferred Stocks 0.37 -2.22 -0.75
BND
US Total Bond Market 0.36 -0.65 -1.96
BIL
US Cash 0.28 0.89 1.79
BNDX
International Bonds -0.21 -0.91 -2.00
LQD
US Invest. Grade Bonds 0.40 -1.75 -2.68
HYG
US High Yield Bonds 0.90 0.84 1.84
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
Developed World ex-US Stocks Momentum 1.48 Sep 03 2.11 1.90 2.19
All Weather Portfolio 2x Leveraged Ray Dalio 1.14 Sep 03 4.98 0.16 -1.92
Cockroach Portfolio Tony Dong 0.99 Sep 03 1.85 1.92 -5.69
Stocks/Bonds 60/40 2x Leveraged 0.92 Sep 03 3.23 -0.13 9.22
Ark Tech Portfolio Cathie Wood 0.91 Sep 03 16.42 7.30 25.10
US Stocks Value 0.91 Sep 03 1.91 4.12 7.21
Developed World ex-US 60/40 Momentum 0.90 Sep 03 1.23 0.84 0.59
Ivy Portfolio Mebane Faber 0.85 Sep 03 2.15 2.63 10.06
Gold 0.83 Sep 03 9.93 -2.09 -15.57
Berkshire Hathaway Warren Buffett 0.80 Sep 03 -1.30 6.44 -0.05
Warren Buffett Portfolio Warren Buffett 0.76 Sep 03 2.61 1.66 11.52
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.76 Sep 03 5.62 -2.70 -9.76
Five Asset Roger Gibson 0.75 Sep 03 2.08 2.37 8.70
US Stocks 0.75 Sep 03 2.70 1.80 12.30
Dedalo Three Dedalo Invest 0.74 Sep 03 2.79 1.83 11.36
US Stocks ESG 0.72 Sep 03 3.11 1.77 14.89
All Country World Stocks 0.72 Sep 03 3.01 1.90 9.25
Seven Value Scott Burns 0.69 Sep 03 1.99 3.82 6.33
Robo Advisor 100 Value Tilt Betterment 0.69 Sep 03 2.41 2.82 8.46
7Twelve Portfolio Craig Israelsen 0.67 Sep 03 1.91 2.58 9.05
Second Grader's Starter Paul Farrell 0.67 Sep 03 2.55 1.63 8.51
Developed World ex-US Stocks 0.67 Sep 03 3.26 2.14 4.54
Six Ways from Sunday Scott Burns 0.66 Sep 03 1.95 3.35 5.77
Sheltered Sam 100/0 Bill Bernstein 0.66 Sep 03 1.84 3.53 7.99
Dedalo Eleven Dedalo Invest 0.65 Sep 03 2.35 1.03 7.66
Four Funds Bogleheads 0.63 Sep 03 2.30 1.35 7.19
Robo Advisor 90 Value Tilt Betterment 0.62 Sep 03 2.59 2.00 7.74
All Weather Portfolio with Bitcoin Ray Dalio 0.62 Sep 03 2.62 -0.02 1.25
Developed World ex-US 40/60 Momentum 0.61 Sep 03 0.77 0.28 -0.25
Stocks/Bonds 80/20 0.61 Sep 03 2.27 1.35 9.43
Sheltered Sam 90/10 Bill Bernstein 0.61 Sep 03 1.69 3.19 7.20
Edge Select Aggressive Merrill Lynch 0.61 Sep 03 2.50 1.30 8.22
Margaritaville Scott Burns 0.61 Sep 03 1.93 0.95 5.33
Ultimate Buy and Hold Strategy Paul Merriman 0.61 Sep 03 1.80 3.10 7.02
Three Funds Bogleheads 0.60 Sep 03 2.34 1.40 7.12
LifeStrategy Growth Fund Vanguard 0.60 Sep 03 2.31 1.39 6.97
Dedalo Four Dedalo Invest 0.60 Sep 03 2.24 1.33 8.66
All Country World 80/20 0.59 Sep 03 2.49 1.42 7.09
Desert Portfolio 2x Leveraged Gyroscopic Investing 0.59 Sep 03 3.37 -1.86 -3.47
Stocks/Bonds 40/60 2x Leveraged 0.59 Sep 03 2.28 -1.00 3.14
Perfect Portfolio Ben Stein 0.59 Sep 03 2.62 1.76 7.86
Simple Path to Wealth JL Collins 0.58 Sep 03 2.16 1.23 8.71
Golden Butterfly 2x Leveraged Tyler 0.58 Sep 03 3.59 -0.37 -3.76
Stocks/Bonds 60/40 with Bitcoin 0.57 Sep 03 2.14 0.98 6.76
Sheltered Sam 80/20 Bill Bernstein 0.57 Sep 03 1.53 2.84 6.40
Robo Advisor 80 Value Tilt Betterment 0.56 Sep 03 2.35 1.69 6.69
Core Four Rick Ferri 0.56 Sep 03 1.89 1.38 6.81
Couch Potato Scott Burns 0.56 Sep 03 1.40 0.39 5.49
Aggressive Portfolio Lyn Alden 0.55 Sep 03 2.34 1.36 5.66
Permanent Portfolio with Bitcoin Harry Browne 0.55 Sep 03 3.48 -0.31 -2.26
All Weather Portfolio Ray Dalio 0.55 Sep 03 2.42 -0.07 1.07
Developed World ex-US 80/20 0.54 Sep 03 2.63 1.59 3.33
Simple Money Portfolio Tim Maurer 0.53 Sep 03 1.11 2.60 3.97
Talmud Portfolio 2x Leveraged Roger Gibson 0.52 Sep 03 0.08 -0.22 4.04
Diavola Portfolio Davide Pisicchio 0.52 Sep 03 2.85 0.40 12.42
Sheltered Sam 70/30 Bill Bernstein 0.52 Sep 03 1.36 2.48 5.59
Mid-Twenties Burton Malkiel 0.51 Sep 03 1.97 1.35 6.94
Edge Select Moderately Aggressive Merrill Lynch 0.51 Sep 03 2.19 0.93 6.55
Family Taxable Portfolio Ted Aronson 0.51 Sep 03 2.01 0.83 5.98
Andrew Tobias Portfolio Andrew Tobias 0.51 Sep 03 1.59 2.16 5.31
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.50 Sep 03 1.58 1.13 5.53
Moderate Portfolio Lyn Alden 0.49 Sep 03 2.26 1.04 4.89
Late Thirties to Early Forties Burton Malkiel 0.49 Sep 03 1.87 1.37 6.69
Golden Butterfly with Bitcoin Tyler 0.49 Sep 03 2.81 0.76 0.43
Stocks/Bonds 60/40 0.48 Sep 03 1.82 0.88 6.57
JP Morgan Balanced Portfolio JP Morgan 0.48 Sep 03 1.50 1.81 6.36
GAA Global Asset Allocation Mebane Faber 0.48 Sep 03 2.09 0.17 2.33
Sheltered Sam 60/40 Bill Bernstein 0.47 Sep 03 1.20 2.12 4.77
LifeStrategy Moderate Growth Vanguard 0.47 Sep 03 1.81 0.90 4.78
Stocks/Bonds 60/40 ESG 0.47 Sep 03 2.08 0.82 7.93
Permanent Portfolio Harry Browne 0.47 Sep 03 3.30 -0.46 -2.84
No Brainer Portfolio Bill Bernstein 0.47 Sep 03 1.30 2.24 7.44
Four Square Scott Burns 0.47 Sep 03 1.42 0.50 3.48
Conservative Portfolio Lyn Alden 0.46 Sep 03 1.88 1.19 3.36
All Country World 60/40 0.46 Sep 03 1.95 0.92 4.92
Gretchen Tai Portfolio Gretchen Tai 0.46 Sep 03 2.02 0.89 5.17
Marc Faber Portfolio Marc Faber 0.45 Sep 03 2.49 0.10 -1.90
Lazy Portfolio David Swensen 0.45 Sep 03 1.00 0.87 4.84
Mid-Fifties Burton Malkiel 0.45 Sep 03 1.57 1.31 5.96
Yale Endowment David Swensen 0.45 Sep 03 1.05 0.90 4.79
Capricciosa Portfolio Davide Pisicchio 0.44 Sep 03 1.93 0.36 4.87
Rob Arnott Portfolio Rob Arnott 0.44 Sep 03 1.21 0.47 2.93
Long Term Portfolio Ben Stein 0.44 Sep 03 1.49 2.00 6.95
Stocks/Bonds 40/60 with Bitcoin 0.44 Sep 03 1.68 0.49 3.89
In Saecula Saeculorum Fulvio Marchese 0.44 Sep 03 2.29 0.24 2.50
US Stocks Quality 0.43 Sep 03 1.50 3.49 9.10
Simplified Permanent Portfolio The Lazy Team 0.43 Sep 03 3.12 -0.54 -3.21
Four Seasons Portfolio Davide Pisicchio 0.43 Sep 03 2.12 0.02 2.64
Desert Portfolio with Bitcoin Gyroscopic Investing 0.43 Sep 03 2.00 0.29 1.23
Sheltered Sam 50/50 Bill Bernstein 0.43 Sep 03 1.03 1.75 3.94
Weird Portfolio Value Stock Geek 0.43 Sep 03 2.15 0.86 -1.37
Emerging Markets Stocks 0.43 Sep 03 4.57 -1.80 7.65
Ideal Index Frank Armstrong 0.42 Sep 03 1.08 2.37 5.37
Pepperoni Portfolio Davide Pisicchio 0.42 Sep 03 1.89 0.23 7.80
Nano Portfolio John Wasik 0.42 Sep 03 0.45 1.22 3.07
Simple and Cheap Time Money Inc 0.41 Sep 03 1.26 0.88 4.13
Developed World ex-US 60/40 0.41 Sep 03 1.97 1.01 2.07
Five Fold Scott Burns 0.41 Sep 03 0.58 0.74 3.33
Gone Fishin' Portfolio Alexander Green 0.41 Sep 03 1.99 0.85 4.13
Golden Butterfly Tyler 0.40 Sep 03 2.64 0.61 -0.17
Ultimate Buy&Hold FundAdvice 0.40 Sep 03 1.20 1.93 3.87
Robo Advisor 50 Value Tilt Betterment 0.40 Sep 03 1.38 1.04 3.51
Pinwheel Tyler 0.39 Sep 03 1.72 1.29 2.82
Big Rocks Portfolio Larry Swedroe 0.39 Sep 03 0.88 2.51 5.33
Aim comfortable trip Aim Ways 0.39 Sep 03 2.24 0.90 0.81
Tilt Toward Value Time Money Inc 0.39 Sep 03 1.11 1.29 4.38
Edge Select Moderate Merrill Lynch 0.39 Sep 03 1.74 0.59 4.66
US Stocks Minimum Volatility 0.38 Sep 03 3.67 5.42 4.55
Sheltered Sam 40/60 Bill Bernstein 0.38 Sep 03 0.85 1.37 3.10
Shield Strategy Aim Ways 0.38 Sep 03 3.43 -0.71 0.98
Late Sixties and Beyond Burton Malkiel 0.37 Sep 03 1.13 1.29 5.02
Paul Boyer Portfolio Paul Boyer 0.37 Sep 03 3.04 -0.69 -3.51
Robust Alpha Architect 0.37 Sep 03 1.14 0.92 10.91
Lifepath Fund iShares 0.37 Sep 03 1.22 0.51 2.90
US Inflation Protection 0.37 Sep 03 -0.02 -1.16 -1.26
Golden Ratio Portfolio Frank Vasquez 0.36 Sep 03 2.64 0.07 0.86
Sandwich Portfolio Bob Clyatt 0.36 Sep 03 1.27 0.91 3.96
Margherita Portfolio Davide Pisicchio 0.36 Sep 03 1.85 -0.21 1.25
Coward's Portfolio Bill Bernstein 0.36 Sep 03 1.24 2.03 5.82
Aggressive Global Income The Lazy Team 0.36 Sep 03 0.33 3.41 4.53
Stocks/Bonds 40/60 0.35 Sep 03 1.36 0.39 3.71
Global Market Portfolio Credit Suisse 0.34 Sep 03 1.30 -0.25 1.75
PISI Portfolio Davide Pisicchio 0.34 Sep 03 1.89 -0.29 -0.22
Desert Portfolio Gyroscopic Investing 0.34 Sep 03 1.82 0.14 0.60
Talmud Portfolio Roger Gibson 0.34 Sep 03 0.14 0.98 4.31
Stocks/Bonds 40/60 ESG 0.34 Sep 03 1.53 0.32 4.52
LifeStrategy Conservative Growth Vanguard 0.33 Sep 03 1.30 0.38 2.55
All Country World 40/60 0.33 Sep 03 1.39 0.40 2.72
Sheltered Sam 30/70 Bill Bernstein 0.33 Sep 03 0.67 0.98 2.24
Coffeehouse Bill Schultheis 0.33 Sep 03 0.67 2.02 4.69
Gold Pivot Ptf Aim Ways 0.32 Sep 03 4.18 -1.07 -3.40
Sheltered Sam 20/80 Bill Bernstein 0.29 Sep 03 0.48 0.59 1.38
Developed World ex-US 40/60 0.29 Sep 03 1.28 0.41 0.77
Edge Select Moderately Conservative Merrill Lynch 0.28 Sep 03 1.33 0.22 2.78
US Stocks Equal Weight 0.25 Sep 03 2.04 5.46 7.91
Sheltered Sam 10/90 Bill Bernstein 0.24 Sep 03 0.29 0.18 0.50
Eliminate Fat Tails Larry Swedroe 0.24 Sep 03 0.73 0.33 3.29
One-Decision Portfolio Marvin Appel 0.21 Sep 03 0.22 1.15 4.24
Stocks/Bonds 20/80 0.21 Sep 03 0.87 -0.12 0.87
Odd-Stats Strategy Aim Ways 0.21 Sep 03 2.14 -0.34 1.83
Robo Advisor 20 Value Tilt Betterment 0.20 Sep 03 0.68 0.56 1.37
All Country World 20/80 0.20 Sep 03 0.80 -0.14 0.50
Dynamic 60/40 Income The Lazy Team 0.20 Sep 03 0.29 0.53 3.26
LifeStrategy Income Fund Vanguard 0.20 Sep 03 0.76 -0.16 0.30
Sheltered Sam 0/100 Bill Bernstein 0.19 Sep 03 0.09 -0.23 -0.39
Dynamic 40/60 Income The Lazy Team 0.19 Sep 03 0.97 0.09 2.61
Ulcer Free Strategy Aim Ways 0.18 Sep 03 1.65 -2.03 -0.50
Edge Select Conservative Merrill Lynch 0.17 Sep 03 0.77 0.50 1.54
Developed World ex-US 20/80 0.16 Sep 03 0.56 -0.23 -0.59
Robo Advisor 10 Value Tilt Betterment 0.14 Sep 03 0.44 0.45 0.74
Larry Portfolio Larry Swedroe 0.12 Sep 03 0.80 0.64 1.29
Technology 0.12 Sep 03 4.18 -2.81 18.30
Conservative Income Charles Schwab 0.11 Sep 03 0.12 -0.14 -0.40
Cape US Sector Value Robert Shiller 0.09 Sep 03 0.49 2.81 -0.48
Total Bond US 0.08 Sep 03 0.36 -0.65 -1.96
Short Term Treasury 0.08 Sep 03 0.17 0.39 0.19
All Country World Bonds 0.07 Sep 03 0.19 -0.71 -1.75
10-year Treasury 0.07 Sep 03 0.12 -1.03 -3.49
Robo Advisor 0 Betterment 0.07 Sep 03 0.19 0.36 0.10
US Cash 0.04 Sep 03 0.28 0.89 1.79
Total Bond Developed World ex-US 0.03 Sep 03 -0.21 -0.91 -2.00
High Yield Bonds Income The Lazy Team -0.02 Sep 03 0.81 -0.42 -0.18
Stocks/Bonds 20/80 Momentum -0.03 Sep 03 0.34 -1.64 2.20
Dimensional Retirement Income Fund DFA -0.04 Sep 02 0.59 0.04 1.66
European Stocks -0.04 Sep 03 1.18 4.38 3.52
Stocks/Bonds 40/60 Momentum -0.14 Sep 03 0.32 -2.54 6.37
Stocks/Bonds 60/40 Momentum -0.25 Sep 03 0.30 -3.35 10.56
Stocks/Bonds 80/20 Momentum -0.36 Sep 03 0.28 -4.10 14.76
US Stocks Momentum -0.47 Sep 03 0.26 -4.79 18.98