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
DBC
Commodities 3.26 21.23 11.64
TLT
US Long Term Treasuries -5.38 -8.95 -8.18
LQD
US Invest. Grade Bonds -3.39 -5.18 -3.99
VNQ
US REITs -6.26 -6.25 2.82
TIP
US TIPS -2.60 -3.29 -2.50
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
SPY
US Large Cap Blend -0.33 2.38 17.86
VTI
US Total Stock Market -0.78 1.39 17.29
BIL
US Cash 0.28 0.90 1.79
HYG
US High Yield Bonds -2.73 -2.00 0.01
GLD
Gold -6.75 3.38 -11.49
IJR
US Small Cap Blend -5.53 -7.94 10.16
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
QQQ
US Technology 3.32 0.56 28.44
EEM
Emerging Markets -0.34 -2.37 18.22
CWB
US Convertible Bonds -0.84 -5.74 11.47
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 6.03 Oct 19 -1.27 -0.25 4.02
All Weather Portfolio 2x Leveraged Ray Dalio 4.58 Oct 19 -6.63 -3.81 -1.66
Cape US Sector Value Robert Shiller 4.56 Oct 19 -6.19 -4.41 0.74
Cockroach Portfolio Tony Dong 4.18 Oct 19 -4.23 -2.05 -3.13
US Stocks Minimum Volatility 4.05 Oct 19 -3.70 1.35 5.74
US Stocks Value 3.21 Oct 19 -3.21 0.55 8.76
Talmud Portfolio 2x Leveraged Roger Gibson 3.11 Oct 19 -6.96 -6.68 6.97
US Stocks Equal Weight 2.68 Oct 19 -4.83 -1.87 9.22
Seven Value Scott Burns 2.39 Oct 19 -2.89 0.95 5.60
Six Ways from Sunday Scott Burns 2.26 Oct 19 -2.80 1.18 4.67
Stocks/Bonds 40/60 2x Leveraged 2.13 Oct 19 -4.27 -4.21 6.24
Desert Portfolio 2x Leveraged Gyroscopic Investing 1.99 Oct 19 -5.49 -4.38 0.05
All Weather Portfolio Ray Dalio 1.79 Oct 19 -2.68 -1.33 1.49
All Weather Portfolio with Bitcoin Ray Dalio 1.69 Oct 19 -2.57 -1.07 1.82
Aggressive Global Income The Lazy Team 1.67 Oct 19 -4.22 -2.05 4.00
Stocks/Bonds 60/40 2x Leveraged 1.66 Oct 19 -3.15 -1.62 15.18
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 1.54 Oct 19 -6.75 -3.23 -4.71
10-year Treasury 1.54 Oct 19 -3.35 -4.58 -4.51
US Inflation Protection 1.39 Oct 19 -2.60 -3.29 -2.50
US Stocks Quality 1.38 Oct 19 0.04 1.50 16.32
Rob Arnott Portfolio Rob Arnott 1.33 Oct 19 -2.08 -0.71 2.55
Total Bond US 1.29 Oct 19 -2.55 -3.45 -2.78
Golden Butterfly 2x Leveraged Tyler 1.14 Oct 19 -7.81 -6.91 -0.13
Stocks/Bonds 20/80 1.09 Oct 19 -2.16 -2.40 1.10
All Country World Bonds 1.07 Oct 19 -2.25 -3.29 -1.86
Talmud Portfolio Roger Gibson 1.04 Oct 19 -3.20 -2.75 5.61
PISI Portfolio Davide Pisicchio 1.02 Oct 19 -2.85 -1.98 1.09
Five Asset Roger Gibson 1.00 Oct 19 -1.42 2.86 8.28
Ivy Portfolio Mebane Faber 1.00 Oct 19 -1.12 3.66 7.89
Coffeehouse Bill Schultheis 0.94 Oct 19 -3.46 -3.30 5.17
Conservative Income Charles Schwab 0.93 Oct 19 -1.99 -2.34 -1.02
Permanent Portfolio Harry Browne 0.92 Oct 19 -3.07 -0.85 -0.56
Golden Butterfly Tyler 0.92 Oct 19 -3.86 -2.22 1.07
High Yield Bonds Income The Lazy Team 0.91 Oct 19 -3.49 -4.11 -1.57
Stocks/Bonds 40/60 0.90 Oct 19 -1.79 -1.40 5.05
Couch Potato Scott Burns 0.86 Oct 19 -1.64 -0.84 7.17
Permanent Portfolio with Bitcoin Harry Browne 0.86 Oct 19 -2.84 -0.35 0.03
Golden Butterfly with Bitcoin Tyler 0.85 Oct 19 -3.64 -1.75 1.67
One-Decision Portfolio Marvin Appel 0.85 Oct 19 -2.56 -2.19 4.68
Simplified Permanent Portfolio The Lazy Team 0.84 Oct 19 -3.50 -1.11 -1.21
Sheltered Sam 0/100 Bill Bernstein 0.84 Oct 19 -1.37 -1.45 -0.93
Stocks/Bonds 40/60 with Bitcoin 0.82 Oct 19 -1.65 -0.84 5.29
Sheltered Sam 10/90 Bill Bernstein 0.82 Oct 19 -1.60 -1.46 0.27
Dimensional Retirement Income Fund DFA 0.81 Oct 16 -2.44 -1.99 1.16
Weird Portfolio Value Stock Geek 0.81 Oct 19 -5.37 -3.21 0.17
LifeStrategy Income Fund Vanguard 0.81 Oct 19 -1.99 -2.36 1.11
GAA Global Asset Allocation Mebane Faber 0.80 Oct 19 -2.25 -0.99 3.59
Sheltered Sam 20/80 Bill Bernstein 0.80 Oct 19 -1.82 -1.46 1.46
Nano Portfolio John Wasik 0.79 Oct 19 -3.11 -2.28 4.59
All Country World 20/80 0.78 Oct 19 -2.07 -2.40 1.44
Sheltered Sam 30/70 Bill Bernstein 0.77 Oct 19 -2.03 -1.46 2.66
Sheltered Sam 40/60 Bill Bernstein 0.75 Oct 19 -2.24 -1.47 3.85
7Twelve Portfolio Craig Israelsen 0.74 Oct 19 -1.12 2.53 7.09
In Saecula Saeculorum Fulvio Marchese 0.73 Oct 19 -2.18 -0.68 4.78
Sheltered Sam 50/50 Bill Bernstein 0.73 Oct 19 -2.44 -1.47 5.03
Total Bond Developed World ex-US 0.73 Oct 19 -1.18 -2.51 -1.04
Stocks/Bonds 60/40 0.71 Oct 19 -1.44 -0.43 9.06
Sheltered Sam 60/40 Bill Bernstein 0.71 Oct 19 -2.64 -1.47 6.21
Golden Ratio Portfolio Frank Vasquez 0.69 Oct 19 -2.81 -1.46 3.36
Desert Portfolio Gyroscopic Investing 0.69 Oct 19 -2.09 -0.70 2.22
Sheltered Sam 70/30 Bill Bernstein 0.69 Oct 19 -2.83 -1.47 7.39
Lifepath Fund iShares 0.69 Oct 19 -2.15 -1.88 4.28
Edge Select Conservative Merrill Lynch 0.68 Oct 19 -1.69 -1.61 2.02
Sheltered Sam 80/20 Bill Bernstein 0.67 Oct 19 -3.01 -1.48 8.57
Global Market Portfolio Credit Suisse 0.67 Oct 19 -2.48 -2.88 3.92
Tilt Toward Value Time Money Inc 0.65 Oct 19 -2.56 -1.94 6.28
Sheltered Sam 90/10 Bill Bernstein 0.65 Oct 19 -3.19 -1.48 9.74
Stocks/Bonds 60/40 with Bitcoin 0.63 Oct 19 -1.30 0.12 9.32
Sheltered Sam 100/0 Bill Bernstein 0.62 Oct 19 -3.37 -1.48 10.91
Desert Portfolio with Bitcoin Gyroscopic Investing 0.62 Oct 19 -1.86 -0.20 2.84
Late Sixties and Beyond Burton Malkiel 0.60 Oct 19 -2.60 -1.88 7.76
Odd-Stats Strategy Aim Ways 0.57 Oct 19 -1.95 -1.44 4.66
Simple Path to Wealth JL Collins 0.57 Oct 19 -1.19 0.27 12.11
Conservative Portfolio Lyn Alden 0.57 Oct 19 -2.58 -0.88 6.40
Warren Buffett Portfolio Warren Buffett 0.55 Oct 19 -0.22 2.31 16.46
Stocks/Bonds 40/60 ESG 0.52 Oct 19 -1.45 -0.80 6.48
Stocks/Bonds 80/20 0.52 Oct 19 -1.10 0.50 13.14
Simple Money Portfolio Tim Maurer 0.51 Oct 19 -2.92 -1.03 5.43
Robo Advisor 0 Betterment 0.50 Oct 19 -0.65 -0.36 -0.02
LifeStrategy Conservative Growth Vanguard 0.50 Oct 19 -1.84 -1.59 4.50
All Country World 40/60 0.49 Oct 19 -1.90 -1.54 4.75
Robo Advisor 20 Value Tilt Betterment 0.49 Oct 19 -1.43 -1.17 2.20
Robo Advisor 10 Value Tilt Betterment 0.49 Oct 19 -1.04 -0.77 1.10
Five Fold Scott Burns 0.48 Oct 19 -2.67 -2.24 5.48
Short Term Treasury 0.47 Oct 19 -0.55 -0.22 0.11
Edge Select Moderately Conservative Merrill Lynch 0.46 Oct 19 -1.93 -1.75 4.28
Marc Faber Portfolio Marc Faber 0.45 Oct 19 -4.13 -1.56 0.82
Robo Advisor 50 Value Tilt Betterment 0.41 Oct 19 -2.27 -1.82 5.81
Margherita Portfolio Davide Pisicchio 0.40 Oct 19 -2.07 -1.00 2.96
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.40 Oct 19 -2.28 -1.15 8.46
Simple and Cheap Time Money Inc 0.39 Oct 19 -2.23 -1.57 6.67
JP Morgan Balanced Portfolio JP Morgan 0.38 Oct 19 -2.00 -0.44 7.78
Big Rocks Portfolio Larry Swedroe 0.38 Oct 19 -2.48 -1.35 6.60
Four Seasons Portfolio Davide Pisicchio 0.34 Oct 19 -1.94 -0.61 4.90
US Stocks 0.33 Oct 19 -0.78 1.39 17.29
Shield Strategy Aim Ways 0.33 Oct 19 -1.99 -0.18 4.39
Larry Portfolio Larry Swedroe 0.30 Oct 19 -2.52 -2.52 1.77
Yale Endowment David Swensen 0.30 Oct 19 -2.63 -1.89 7.46
Capricciosa Portfolio Davide Pisicchio 0.30 Oct 19 -1.55 -0.45 7.38
Developed World ex-US 20/80 0.30 Oct 19 -1.58 -2.10 1.43
Stocks/Bonds 60/40 ESG 0.28 Oct 19 -1.01 0.42 11.26
Lazy Portfolio David Swensen 0.28 Oct 19 -2.55 -1.89 7.49
Paul Boyer Portfolio Paul Boyer 0.28 Oct 19 -3.85 -2.99 -1.41
Coward's Portfolio Bill Bernstein 0.26 Oct 19 -2.10 -1.36 7.66
Aim comfortable trip Aim Ways 0.26 Oct 19 -2.40 -0.45 3.18
Dedalo Four Dedalo Invest 0.24 Oct 19 -1.02 0.52 12.90
Four Square Scott Burns 0.22 Oct 19 -1.75 -1.20 6.16
US Cash 0.21 Oct 19 0.28 0.90 1.79
All Country World 60/40 0.21 Oct 19 -1.73 -0.72 8.09
LifeStrategy Moderate Growth Vanguard 0.19 Oct 19 -1.71 -0.85 7.90
Mid-Fifties Burton Malkiel 0.18 Oct 19 -2.39 -1.54 9.65
Dynamic 60/40 Income The Lazy Team 0.16 Oct 19 -2.61 -1.81 3.95
Edge Select Moderate Merrill Lynch 0.16 Oct 19 -1.81 -1.31 7.12
Core Four Rick Ferri 0.16 Oct 19 -1.96 -0.64 10.53
Ultimate Buy&Hold FundAdvice 0.14 Oct 19 -2.62 -1.36 5.90
Dedalo Three Dedalo Invest 0.12 Oct 19 -0.98 1.22 16.54
Ideal Index Frank Armstrong 0.12 Oct 19 -2.72 -1.97 7.48
Dynamic 40/60 Income The Lazy Team 0.09 Oct 19 -2.05 -1.41 3.26
Sandwich Portfolio Bob Clyatt 0.08 Oct 19 -2.08 -1.39 6.28
Andrew Tobias Portfolio Andrew Tobias 0.08 Oct 19 -1.59 0.42 8.56
Margaritaville Scott Burns 0.05 Oct 19 -1.91 -0.77 8.65
Gold Pivot Ptf Aim Ways -0.02 Oct 19 -2.60 0.20 0.06
Dedalo Eleven Dedalo Invest -0.03 Oct 19 -1.21 0.00 12.55
Four Funds Bogleheads -0.04 Oct 19 -1.63 -0.14 11.37
Gold -0.05 Oct 19 -6.75 3.38 -11.49
Robo Advisor 100 Value Tilt Betterment -0.05 Oct 19 -2.29 -0.40 13.14
Three Funds Bogleheads -0.05 Oct 19 -1.62 -0.15 11.34
Robo Advisor 80 Value Tilt Betterment -0.06 Oct 19 -2.19 -1.08 10.73
European Stocks -0.07 Oct 19 -5.07 -1.72 7.00
Pinwheel Tyler -0.07 Oct 19 -3.13 -1.64 5.53
Pepperoni Portfolio Davide Pisicchio -0.07 Oct 19 -0.70 -0.28 11.05
All Country World 80/20 -0.08 Oct 19 -1.58 0.07 11.45
LifeStrategy Growth Fund Vanguard -0.12 Oct 19 -1.58 -0.14 11.33
Late Thirties to Early Forties Burton Malkiel -0.12 Oct 19 -2.10 -1.11 11.02
Developed World ex-US 40/60 -0.13 Oct 19 -1.95 -1.71 3.88
Moderate Portfolio Lyn Alden -0.14 Oct 19 -1.90 -0.62 9.38
Second Grader's Starter Paul Farrell -0.15 Oct 19 -1.45 0.30 13.36
Perfect Portfolio Ben Stein -0.15 Oct 19 -1.23 0.92 11.72
Edge Select Moderately Aggressive Merrill Lynch -0.16 Oct 19 -1.49 -0.56 10.26
No Brainer Portfolio Bill Bernstein -0.17 Oct 19 -2.28 -1.79 9.88
Robo Advisor 90 Value Tilt Betterment -0.18 Oct 19 -2.18 -0.80 12.30
Aggressive Portfolio Lyn Alden -0.18 Oct 19 -1.88 -0.22 10.62
Eliminate Fat Tails Larry Swedroe -0.20 Oct 19 -1.75 -2.55 4.11
US Stocks ESG -0.20 Oct 19 -0.20 2.73 21.26
Stocks/Bonds 20/80 Momentum -0.22 Oct 19 -0.60 -4.41 4.07
Long Term Portfolio Ben Stein -0.25 Oct 19 -2.13 -0.95 10.19
Mid-Twenties Burton Malkiel -0.32 Oct 19 -2.00 -0.98 11.55
Ultimate Buy and Hold Strategy Paul Merriman -0.35 Oct 19 -3.25 -1.21 10.80
All Country World Stocks -0.36 Oct 19 -1.43 0.83 14.83
Developed World ex-US 40/60 Momentum -0.41 Oct 19 -1.18 -2.00 3.72
Gretchen Tai Portfolio Gretchen Tai -0.41 Oct 19 -2.30 -1.67 8.85
Diavola Portfolio Davide Pisicchio -0.45 Oct 19 0.21 0.89 18.06
Ulcer Free Strategy Aim Ways -0.46 Oct 19 -1.80 -2.61 1.59
Edge Select Aggressive Merrill Lynch -0.47 Oct 19 -1.32 -0.14 13.00
Family Taxable Portfolio Ted Aronson -0.54 Oct 19 -2.41 -2.93 9.46
Developed World ex-US 60/40 -0.55 Oct 19 -2.30 -1.34 6.29
Gone Fishin' Portfolio Alexander Green -0.65 Oct 19 -2.88 -2.52 7.37
Developed World ex-US 60/40 Momentum -0.97 Oct 19 -1.18 -1.76 6.10
Developed World ex-US 80/20 -0.98 Oct 19 -2.62 -0.99 8.68
Robust Alpha Architect -1.01 Oct 19 0.35 -0.90 13.13
Developed World ex-US Stocks -1.40 Oct 19 -2.93 -0.65 11.04
Stocks/Bonds 40/60 Momentum -1.72 Oct 19 1.20 -5.26 11.04
Developed World ex-US Stocks Momentum -2.10 Oct 19 -1.18 -1.31 10.85
Technology -2.98 Oct 19 3.32 0.56 28.44
Stocks/Bonds 60/40 Momentum -3.22 Oct 19 2.87 -6.00 18.12
Stocks/Bonds 80/20 Momentum -4.72 Oct 19 4.42 -6.66 25.32
Emerging Markets Stocks -4.90 Oct 19 -0.34 -2.37 18.22
US Stocks Momentum -6.22 Oct 19 5.87 -7.25 32.64
Ark Tech Portfolio Cathie Wood -7.44 Oct 19 6.09 11.54 44.14