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
LQD
US Invest. Grade Bonds -3.39 -5.18 -3.99
TIP
US TIPS -2.60 -3.29 -2.50
IJR
US Small Cap Blend -5.53 -7.94 10.16
BND
US Total Bond Market -2.55 -3.45 -2.78
EMB
Emerg. Market Bonds -3.73 -4.58 -0.71
BNDX
International Bonds -1.18 -2.51 -1.04
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
BIL
US Cash 0.28 0.90 1.79
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.
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 Monthly Return (%)
Return (%) as of Sep 26
Portfolio Author Oct 26▾ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 9.84 Oct 26 -1.27 -0.25 4.02
All Weather Portfolio 2x Leveraged Ray Dalio 6.27 Oct 26 -6.63 -3.81 -1.66
US Stocks Minimum Volatility 6.13 Oct 26 -3.70 1.35 5.74
US Stocks Value 4.65 Oct 26 -3.21 0.55 8.76
Cockroach Portfolio Tony Dong 4.51 Oct 26 -4.23 -2.05 -3.13
US Stocks Equal Weight 4.47 Oct 26 -4.83 -1.87 9.22
Talmud Portfolio 2x Leveraged Roger Gibson 4.33 Oct 26 -6.96 -6.68 6.97
Cape US Sector Value Robert Shiller 3.78 Oct 26 -6.19 -4.41 0.74
Seven Value Scott Burns 3.27 Oct 26 -2.89 0.95 5.60
Six Ways from Sunday Scott Burns 3.04 Oct 26 -2.80 1.18 4.67
Aggressive Global Income The Lazy Team 3.02 Oct 26 -4.22 -2.05 4.00
Stocks/Bonds 40/60 2x Leveraged 2.93 Oct 26 -4.27 -4.21 6.24
All Weather Portfolio Ray Dalio 2.57 Oct 26 -2.68 -1.33 1.49
All Weather Portfolio with Bitcoin Ray Dalio 2.45 Oct 26 -2.57 -1.07 1.82
10-year Treasury 2.37 Oct 26 -3.35 -4.58 -4.51
US Inflation Protection 2.18 Oct 26 -2.60 -3.29 -2.50
Desert Portfolio 2x Leveraged Gyroscopic Investing 2.15 Oct 26 -5.49 -4.38 0.05
Talmud Portfolio Roger Gibson 2.09 Oct 26 -3.20 -2.75 5.61
Rob Arnott Portfolio Rob Arnott 2.03 Oct 26 -2.08 -0.71 2.55
Stocks/Bonds 60/40 2x Leveraged 2.03 Oct 26 -3.15 -1.62 15.18
Total Bond US 1.96 Oct 26 -2.55 -3.45 -2.78
Coffeehouse Bill Schultheis 1.92 Oct 26 -3.46 -3.30 5.17
Ivy Portfolio Mebane Faber 1.72 Oct 26 -1.12 3.66 7.89
One-Decision Portfolio Marvin Appel 1.68 Oct 26 -2.56 -2.19 4.68
Stocks/Bonds 20/80 1.64 Oct 26 -2.16 -2.40 1.10
Five Asset Roger Gibson 1.60 Oct 26 -1.42 2.86 8.28
Conservative Income Charles Schwab 1.53 Oct 26 -1.99 -2.34 -1.02
All Country World Bonds 1.52 Oct 26 -2.25 -3.29 -1.86
Nano Portfolio John Wasik 1.51 Oct 26 -3.11 -2.28 4.59
High Yield Bonds Income The Lazy Team 1.43 Oct 26 -3.49 -4.11 -1.57
Weird Portfolio Value Stock Geek 1.39 Oct 26 -5.37 -3.21 0.17
Stocks/Bonds 40/60 1.32 Oct 26 -1.79 -1.40 5.05
7Twelve Portfolio Craig Israelsen 1.31 Oct 26 -1.12 2.53 7.09
Sheltered Sam 100/0 Bill Bernstein 1.30 Oct 26 -3.37 -1.48 10.91
Sheltered Sam 90/10 Bill Bernstein 1.29 Oct 26 -3.19 -1.48 9.74
Sheltered Sam 80/20 Bill Bernstein 1.29 Oct 26 -3.01 -1.48 8.57
Sheltered Sam 70/30 Bill Bernstein 1.29 Oct 26 -2.83 -1.47 7.39
Sheltered Sam 60/40 Bill Bernstein 1.28 Oct 26 -2.64 -1.47 6.21
Sheltered Sam 50/50 Bill Bernstein 1.28 Oct 26 -2.44 -1.47 5.03
Sheltered Sam 40/60 Bill Bernstein 1.27 Oct 26 -2.24 -1.47 3.85
Sheltered Sam 30/70 Bill Bernstein 1.27 Oct 26 -2.03 -1.46 2.66
Couch Potato Scott Burns 1.27 Oct 26 -1.64 -0.84 7.17
Sheltered Sam 20/80 Bill Bernstein 1.27 Oct 26 -1.82 -1.46 1.46
Sheltered Sam 10/90 Bill Bernstein 1.26 Oct 26 -1.60 -1.46 0.27
Sheltered Sam 0/100 Bill Bernstein 1.26 Oct 26 -1.37 -1.45 -0.93
Golden Butterfly 2x Leveraged Tyler 1.20 Oct 26 -7.81 -6.91 -0.13
LifeStrategy Income Fund Vanguard 1.18 Oct 26 -1.99 -2.36 1.11
Golden Butterfly Tyler 1.18 Oct 26 -3.86 -2.22 1.07
Stocks/Bonds 40/60 with Bitcoin 1.18 Oct 26 -1.65 -0.84 5.29
PISI Portfolio Davide Pisicchio 1.17 Oct 26 -2.85 -1.98 1.09
Tilt Toward Value Time Money Inc 1.17 Oct 26 -2.56 -1.94 6.28
Golden Butterfly with Bitcoin Tyler 1.13 Oct 26 -3.64 -1.75 1.67
GAA Global Asset Allocation Mebane Faber 1.08 Oct 26 -2.25 -0.99 3.59
All Country World 20/80 1.06 Oct 26 -2.07 -2.40 1.44
Edge Select Conservative Merrill Lynch 1.04 Oct 26 -1.69 -1.61 2.02
Dimensional Retirement Income Fund DFA 1.04 Oct 23 -2.44 -1.99 1.16
Total Bond Developed World ex-US 1.04 Oct 26 -1.18 -2.51 -1.04
Global Market Portfolio Credit Suisse 1.03 Oct 26 -2.48 -2.88 3.92
Simple Money Portfolio Tim Maurer 1.00 Oct 26 -2.92 -1.03 5.43
Lifepath Fund iShares 1.00 Oct 26 -2.15 -1.88 4.28
Stocks/Bonds 60/40 1.00 Oct 26 -1.44 -0.43 9.06
Five Fold Scott Burns 1.00 Oct 26 -2.67 -2.24 5.48
Big Rocks Portfolio Larry Swedroe 0.98 Oct 26 -2.48 -1.35 6.60
Late Sixties and Beyond Burton Malkiel 0.95 Oct 26 -2.60 -1.88 7.76
Golden Ratio Portfolio Frank Vasquez 0.93 Oct 26 -2.81 -1.46 3.36
Odd-Stats Strategy Aim Ways 0.87 Oct 26 -1.95 -1.44 4.66
Stocks/Bonds 60/40 with Bitcoin 0.86 Oct 26 -1.30 0.12 9.32
Stocks/Bonds 40/60 ESG 0.85 Oct 26 -1.45 -0.80 6.48
Yale Endowment David Swensen 0.79 Oct 26 -2.63 -1.89 7.46
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.78 Oct 26 -2.28 -1.15 8.46
Simple Path to Wealth JL Collins 0.76 Oct 26 -1.19 0.27 12.11
JP Morgan Balanced Portfolio JP Morgan 0.74 Oct 26 -2.00 -0.44 7.78
Larry Portfolio Larry Swedroe 0.71 Oct 26 -2.52 -2.52 1.77
In Saecula Saeculorum Fulvio Marchese 0.69 Oct 26 -2.18 -0.68 4.78
Coward's Portfolio Bill Bernstein 0.69 Oct 26 -2.10 -1.36 7.66
LifeStrategy Conservative Growth Vanguard 0.69 Oct 26 -1.84 -1.59 4.50
Simple and Cheap Time Money Inc 0.68 Oct 26 -2.23 -1.57 6.67
Robo Advisor 0 Betterment 0.68 Oct 26 -0.65 -0.36 -0.02
Lazy Portfolio David Swensen 0.68 Oct 26 -2.55 -1.89 7.49
Stocks/Bonds 80/20 0.68 Oct 26 -1.10 0.50 13.14
Edge Select Moderately Conservative Merrill Lynch 0.68 Oct 26 -1.93 -1.75 4.28
Permanent Portfolio Harry Browne 0.67 Oct 26 -3.07 -0.85 -0.56
Robo Advisor 20 Value Tilt Betterment 0.66 Oct 26 -1.43 -1.17 2.20
Robo Advisor 10 Value Tilt Betterment 0.66 Oct 26 -1.04 -0.77 1.10
Dynamic 60/40 Income The Lazy Team 0.65 Oct 26 -2.61 -1.81 3.95
Short Term Treasury 0.64 Oct 26 -0.55 -0.22 0.11
Conservative Portfolio Lyn Alden 0.63 Oct 26 -2.58 -0.88 6.40
Permanent Portfolio with Bitcoin Harry Browne 0.62 Oct 26 -2.84 -0.35 0.03
All Country World 40/60 0.60 Oct 26 -1.90 -1.54 4.75
Desert Portfolio Gyroscopic Investing 0.60 Oct 26 -2.09 -0.70 2.22
US Stocks Quality 0.60 Oct 26 0.04 1.50 16.32
Ultimate Buy&Hold FundAdvice 0.59 Oct 26 -2.62 -1.36 5.90
Desert Portfolio with Bitcoin Gyroscopic Investing 0.55 Oct 26 -1.86 -0.20 2.84
Robo Advisor 50 Value Tilt Betterment 0.54 Oct 26 -2.27 -1.82 5.81
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.54 Oct 26 -6.75 -3.23 -4.71
Ideal Index Frank Armstrong 0.51 Oct 26 -2.72 -1.97 7.48
Developed World ex-US 20/80 0.46 Oct 26 -1.58 -2.10 1.43
Simplified Permanent Portfolio The Lazy Team 0.42 Oct 26 -3.50 -1.11 -1.21
Stocks/Bonds 60/40 ESG 0.39 Oct 26 -1.01 0.42 11.26
US Stocks 0.36 Oct 26 -0.78 1.39 17.29
Margherita Portfolio Davide Pisicchio 0.29 Oct 26 -2.07 -1.00 2.96
US Cash 0.29 Oct 26 0.28 0.90 1.79
Mid-Fifties Burton Malkiel 0.29 Oct 26 -2.39 -1.54 9.65
Capricciosa Portfolio Davide Pisicchio 0.29 Oct 26 -1.55 -0.45 7.38
Warren Buffett Portfolio Warren Buffett 0.28 Oct 26 -0.22 2.31 16.46
Core Four Rick Ferri 0.27 Oct 26 -1.96 -0.64 10.53
Four Square Scott Burns 0.26 Oct 26 -1.75 -1.20 6.16
Edge Select Moderate Merrill Lynch 0.22 Oct 26 -1.81 -1.31 7.12
Marc Faber Portfolio Marc Faber 0.21 Oct 26 -4.13 -1.56 0.82
Dedalo Four Dedalo Invest 0.21 Oct 26 -1.02 0.52 12.90
Sandwich Portfolio Bob Clyatt 0.21 Oct 26 -2.08 -1.39 6.28
LifeStrategy Moderate Growth Vanguard 0.19 Oct 26 -1.71 -0.85 7.90
Four Seasons Portfolio Davide Pisicchio 0.19 Oct 26 -1.94 -0.61 4.90
Aim comfortable trip Aim Ways 0.16 Oct 26 -2.40 -0.45 3.18
All Country World 60/40 0.15 Oct 26 -1.73 -0.72 8.09
Stocks/Bonds 20/80 Momentum 0.13 Oct 26 -0.60 -4.41 4.07
No Brainer Portfolio Bill Bernstein 0.12 Oct 26 -2.28 -1.79 9.88
Dynamic 40/60 Income The Lazy Team 0.10 Oct 26 -2.05 -1.41 3.26
Ultimate Buy and Hold Strategy Paul Merriman 0.10 Oct 26 -3.25 -1.21 10.80
Eliminate Fat Tails Larry Swedroe 0.06 Oct 26 -1.75 -2.55 4.11
Andrew Tobias Portfolio Andrew Tobias 0.02 Oct 26 -1.59 0.42 8.56
Dedalo Three Dedalo Invest 0.02 Oct 26 -0.98 1.22 16.54
Paul Boyer Portfolio Paul Boyer 0.00 Oct 26 -3.85 -2.99 -1.41
Margaritaville Scott Burns 0.00 Oct 26 -1.91 -0.77 8.65
Pepperoni Portfolio Davide Pisicchio -0.03 Oct 26 -0.70 -0.28 11.05
Pinwheel Tyler -0.05 Oct 26 -3.13 -1.64 5.53
Robo Advisor 80 Value Tilt Betterment -0.08 Oct 26 -2.19 -1.08 10.73
Long Term Portfolio Ben Stein -0.08 Oct 26 -2.13 -0.95 10.19
Developed World ex-US 40/60 -0.11 Oct 26 -1.95 -1.71 3.88
Robo Advisor 100 Value Tilt Betterment -0.12 Oct 26 -2.29 -0.40 13.14
Four Funds Bogleheads -0.17 Oct 26 -1.63 -0.14 11.37
Shield Strategy Aim Ways -0.19 Oct 26 -1.99 -0.18 4.39
Late Thirties to Early Forties Burton Malkiel -0.19 Oct 26 -2.10 -1.11 11.02
Three Funds Bogleheads -0.19 Oct 26 -1.62 -0.15 11.34
Robo Advisor 90 Value Tilt Betterment -0.23 Oct 26 -2.18 -0.80 12.30
Dedalo Eleven Dedalo Invest -0.24 Oct 26 -1.21 0.00 12.55
Family Taxable Portfolio Ted Aronson -0.24 Oct 26 -2.41 -2.93 9.46
European Stocks -0.26 Oct 26 -5.07 -1.72 7.00
LifeStrategy Growth Fund Vanguard -0.31 Oct 26 -1.58 -0.14 11.33
Edge Select Moderately Aggressive Merrill Lynch -0.31 Oct 26 -1.49 -0.56 10.26
All Country World 80/20 -0.31 Oct 26 -1.58 0.07 11.45
Gretchen Tai Portfolio Gretchen Tai -0.35 Oct 26 -2.30 -1.67 8.85
Second Grader's Starter Paul Farrell -0.35 Oct 26 -1.45 0.30 13.36
Perfect Portfolio Ben Stein -0.37 Oct 26 -1.23 0.92 11.72
Mid-Twenties Burton Malkiel -0.46 Oct 26 -2.00 -0.98 11.55
Moderate Portfolio Lyn Alden -0.47 Oct 26 -1.90 -0.62 9.38
Aggressive Portfolio Lyn Alden -0.49 Oct 26 -1.88 -0.22 10.62
US Stocks ESG -0.54 Oct 26 -0.20 2.73 21.26
Robust Alpha Architect -0.56 Oct 26 0.35 -0.90 13.13
Diavola Portfolio Davide Pisicchio -0.59 Oct 26 0.21 0.89 18.06
Gone Fishin' Portfolio Alexander Green -0.62 Oct 26 -2.88 -2.52 7.37
Developed World ex-US 40/60 Momentum -0.66 Oct 26 -1.18 -2.00 3.72
Developed World ex-US 60/40 -0.68 Oct 26 -2.30 -1.34 6.29
Ulcer Free Strategy Aim Ways -0.68 Oct 26 -1.80 -2.61 1.59
Edge Select Aggressive Merrill Lynch -0.77 Oct 26 -1.32 -0.14 13.00
All Country World Stocks -0.77 Oct 26 -1.43 0.83 14.83
Gold Pivot Ptf Aim Ways -1.01 Oct 26 -2.60 0.20 0.06
Developed World ex-US 80/20 -1.25 Oct 26 -2.62 -0.99 8.68
Developed World ex-US 60/40 Momentum -1.51 Oct 26 -1.18 -1.76 6.10
Stocks/Bonds 40/60 Momentum -1.69 Oct 26 1.20 -5.26 11.04
Developed World ex-US Stocks -1.82 Oct 26 -2.93 -0.65 11.04
Developed World ex-US Stocks Momentum -3.21 Oct 26 -1.18 -1.31 10.85
Gold -3.41 Oct 26 -6.75 3.38 -11.49
Stocks/Bonds 60/40 Momentum -3.52 Oct 26 2.87 -6.00 18.12
Technology -3.73 Oct 26 3.32 0.56 28.44
Stocks/Bonds 80/20 Momentum -5.35 Oct 26 4.42 -6.66 25.32
Ark Tech Portfolio Cathie Wood -7.03 Oct 26 6.09 11.54 44.14
US Stocks Momentum -7.17 Oct 26 5.87 -7.25 32.64
Emerging Markets Stocks -7.46 Oct 26 -0.34 -2.37 18.22