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
BND
US Total Bond Market -2.55 -3.45 -2.78
EMB
Emerg. Market Bonds -3.73 -4.58 -0.71
IJR
US Small Cap Blend -5.53 -7.94 10.16
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
SPY
US Large Cap Blend -0.33 2.38 17.86
VTI
US Total Stock Market -0.78 1.39 17.29
EFA
EAFE Stocks -3.31 0.01 8.65
VT
World All Countries -1.43 0.83 14.83
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 9.40 Oct 22 -1.27 -0.25 4.02
US Stocks Minimum Volatility 5.66 Oct 22 -3.70 1.35 5.74
All Weather Portfolio 2x Leveraged Ray Dalio 5.32 Oct 22 -6.63 -3.81 -1.66
Cockroach Portfolio Tony Dong 5.03 Oct 22 -4.23 -2.05 -3.13
Cape US Sector Value Robert Shiller 4.49 Oct 22 -6.19 -4.41 0.74
US Stocks Value 4.30 Oct 22 -3.21 0.55 8.76
US Stocks Equal Weight 4.23 Oct 22 -4.83 -1.87 9.22
Talmud Portfolio 2x Leveraged Roger Gibson 2.93 Oct 22 -6.96 -6.68 6.97
Aggressive Global Income The Lazy Team 2.37 Oct 22 -4.22 -2.05 4.00
Stocks/Bonds 40/60 2x Leveraged 2.36 Oct 22 -4.27 -4.21 6.24
All Weather Portfolio Ray Dalio 2.28 Oct 22 -2.68 -1.33 1.49
Seven Value Scott Burns 2.27 Oct 22 -2.89 0.95 5.60
All Weather Portfolio with Bitcoin Ray Dalio 2.19 Oct 22 -2.57 -1.07 1.82
10-year Treasury 2.12 Oct 22 -3.35 -4.58 -4.51
Six Ways from Sunday Scott Burns 1.95 Oct 22 -2.80 1.18 4.67
US Inflation Protection 1.87 Oct 22 -2.60 -3.29 -2.50
Desert Portfolio 2x Leveraged Gyroscopic Investing 1.85 Oct 22 -5.49 -4.38 0.05
Total Bond US 1.79 Oct 22 -2.55 -3.45 -2.78
Rob Arnott Portfolio Rob Arnott 1.68 Oct 22 -2.08 -0.71 2.55
Stocks/Bonds 60/40 2x Leveraged 1.54 Oct 22 -3.15 -1.62 15.18
Talmud Portfolio Roger Gibson 1.53 Oct 22 -3.20 -2.75 5.61
Stocks/Bonds 20/80 1.45 Oct 22 -2.16 -2.40 1.10
Coffeehouse Bill Schultheis 1.45 Oct 22 -3.46 -3.30 5.17
All Country World Bonds 1.42 Oct 22 -2.25 -3.29 -1.86
Conservative Income Charles Schwab 1.31 Oct 22 -1.99 -2.34 -1.02
High Yield Bonds Income The Lazy Team 1.28 Oct 22 -3.49 -4.11 -1.57
One-Decision Portfolio Marvin Appel 1.25 Oct 22 -2.56 -2.19 4.68
Ivy Portfolio Mebane Faber 1.14 Oct 22 -1.12 3.66 7.89
Nano Portfolio John Wasik 1.12 Oct 22 -3.11 -2.28 4.59
Stocks/Bonds 40/60 1.11 Oct 22 -1.79 -1.40 5.05
Sheltered Sam 0/100 Bill Bernstein 1.10 Oct 22 -1.37 -1.45 -0.93
Five Asset Roger Gibson 1.10 Oct 22 -1.42 2.86 8.28
Sheltered Sam 10/90 Bill Bernstein 1.07 Oct 22 -1.60 -1.46 0.27
PISI Portfolio Davide Pisicchio 1.07 Oct 22 -2.85 -1.98 1.09
Sheltered Sam 20/80 Bill Bernstein 1.04 Oct 22 -1.82 -1.46 1.46
LifeStrategy Income Fund Vanguard 1.03 Oct 22 -1.99 -2.36 1.11
Stocks/Bonds 40/60 with Bitcoin 1.02 Oct 22 -1.65 -0.84 5.29
Sheltered Sam 30/70 Bill Bernstein 1.01 Oct 22 -2.03 -1.46 2.66
Weird Portfolio Value Stock Geek 1.00 Oct 22 -5.37 -3.21 0.17
Golden Butterfly Tyler 1.00 Oct 22 -3.86 -2.22 1.07
Dimensional Retirement Income Fund DFA 0.99 Oct 21 -2.44 -1.99 1.16
Couch Potato Scott Burns 0.98 Oct 22 -1.64 -0.84 7.17
Sheltered Sam 40/60 Bill Bernstein 0.98 Oct 22 -2.24 -1.47 3.85
Golden Butterfly with Bitcoin Tyler 0.97 Oct 22 -3.64 -1.75 1.67
All Country World 20/80 0.96 Oct 22 -2.07 -2.40 1.44
Golden Butterfly 2x Leveraged Tyler 0.95 Oct 22 -7.81 -6.91 -0.13
Sheltered Sam 50/50 Bill Bernstein 0.95 Oct 22 -2.44 -1.47 5.03
Total Bond Developed World ex-US 0.94 Oct 22 -1.18 -2.51 -1.04
Sheltered Sam 60/40 Bill Bernstein 0.92 Oct 22 -2.64 -1.47 6.21
Sheltered Sam 70/30 Bill Bernstein 0.89 Oct 22 -2.83 -1.47 7.39
Edge Select Conservative Merrill Lynch 0.88 Oct 22 -1.69 -1.61 2.02
US Stocks Quality 0.86 Oct 22 0.04 1.50 16.32
Sheltered Sam 80/20 Bill Bernstein 0.85 Oct 22 -3.01 -1.48 8.57
Tilt Toward Value Time Money Inc 0.84 Oct 22 -2.56 -1.94 6.28
7Twelve Portfolio Craig Israelsen 0.84 Oct 22 -1.12 2.53 7.09
GAA Global Asset Allocation Mebane Faber 0.84 Oct 22 -2.25 -0.99 3.59
Sheltered Sam 90/10 Bill Bernstein 0.82 Oct 22 -3.19 -1.48 9.74
Global Market Portfolio Credit Suisse 0.80 Oct 22 -2.48 -2.88 3.92
Sheltered Sam 100/0 Bill Bernstein 0.79 Oct 22 -3.37 -1.48 10.91
Lifepath Fund iShares 0.79 Oct 22 -2.15 -1.88 4.28
Stocks/Bonds 60/40 0.77 Oct 22 -1.44 -0.43 9.06
Permanent Portfolio Harry Browne 0.73 Oct 22 -3.07 -0.85 -0.56
Permanent Portfolio with Bitcoin Harry Browne 0.70 Oct 22 -2.84 -0.35 0.03
Simple Money Portfolio Tim Maurer 0.69 Oct 22 -2.92 -1.03 5.43
Stocks/Bonds 60/40 with Bitcoin 0.68 Oct 22 -1.30 0.12 9.32
Late Sixties and Beyond Burton Malkiel 0.67 Oct 22 -2.60 -1.88 7.76
Golden Ratio Portfolio Frank Vasquez 0.67 Oct 22 -2.81 -1.46 3.36
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.66 Oct 22 -6.75 -3.23 -4.71
Stocks/Bonds 40/60 ESG 0.64 Oct 22 -1.45 -0.80 6.48
Robo Advisor 0 Betterment 0.63 Oct 22 -0.65 -0.36 -0.02
In Saecula Saeculorum Fulvio Marchese 0.62 Oct 22 -2.18 -0.68 4.78
Five Fold Scott Burns 0.61 Oct 22 -2.67 -2.24 5.48
Odd-Stats Strategy Aim Ways 0.61 Oct 22 -1.95 -1.44 4.66
Short Term Treasury 0.59 Oct 22 -0.55 -0.22 0.11
Robo Advisor 10 Value Tilt Betterment 0.59 Oct 22 -1.04 -0.77 1.10
Big Rocks Portfolio Larry Swedroe 0.59 Oct 22 -2.48 -1.35 6.60
Desert Portfolio Gyroscopic Investing 0.57 Oct 22 -2.09 -0.70 2.22
Robo Advisor 20 Value Tilt Betterment 0.57 Oct 22 -1.43 -1.17 2.20
Desert Portfolio with Bitcoin Gyroscopic Investing 0.54 Oct 22 -1.86 -0.20 2.84
LifeStrategy Conservative Growth Vanguard 0.54 Oct 22 -1.84 -1.59 4.50
Simple Path to Wealth JL Collins 0.52 Oct 22 -1.19 0.27 12.11
Simplified Permanent Portfolio The Lazy Team 0.50 Oct 22 -3.50 -1.11 -1.21
Edge Select Moderately Conservative Merrill Lynch 0.50 Oct 22 -1.93 -1.75 4.28
All Country World 40/60 0.49 Oct 22 -1.90 -1.54 4.75
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.46 Oct 22 -2.28 -1.15 8.46
Conservative Portfolio Lyn Alden 0.44 Oct 22 -2.58 -0.88 6.40
Stocks/Bonds 80/20 0.43 Oct 22 -1.10 0.50 13.14
JP Morgan Balanced Portfolio JP Morgan 0.43 Oct 22 -2.00 -0.44 7.78
Larry Portfolio Larry Swedroe 0.42 Oct 22 -2.52 -2.52 1.77
Simple and Cheap Time Money Inc 0.42 Oct 22 -2.23 -1.57 6.67
Robo Advisor 50 Value Tilt Betterment 0.38 Oct 22 -2.27 -1.82 5.81
Yale Endowment David Swensen 0.37 Oct 22 -2.63 -1.89 7.46
Developed World ex-US 20/80 0.35 Oct 22 -1.58 -2.10 1.43
Coward's Portfolio Bill Bernstein 0.35 Oct 22 -2.10 -1.36 7.66
Dynamic 60/40 Income The Lazy Team 0.33 Oct 22 -2.61 -1.81 3.95
Lazy Portfolio David Swensen 0.29 Oct 22 -2.55 -1.89 7.49
Margherita Portfolio Davide Pisicchio 0.26 Oct 22 -2.07 -1.00 2.96
US Cash 0.25 Oct 22 0.28 0.90 1.79
Stocks/Bonds 60/40 ESG 0.23 Oct 22 -1.01 0.42 11.26
Ultimate Buy&Hold FundAdvice 0.19 Oct 22 -2.62 -1.36 5.90
Ideal Index Frank Armstrong 0.18 Oct 22 -2.72 -1.97 7.48
Capricciosa Portfolio Davide Pisicchio 0.18 Oct 22 -1.55 -0.45 7.38
Four Seasons Portfolio Davide Pisicchio 0.14 Oct 22 -1.94 -0.61 4.90
US Stocks 0.10 Oct 22 -0.78 1.39 17.29
Four Square Scott Burns 0.09 Oct 22 -1.75 -1.20 6.16
Marc Faber Portfolio Marc Faber 0.08 Oct 22 -4.13 -1.56 0.82
Dynamic 40/60 Income The Lazy Team 0.06 Oct 22 -2.05 -1.41 3.26
Warren Buffett Portfolio Warren Buffett 0.06 Oct 22 -0.22 2.31 16.46
Aim comfortable trip Aim Ways 0.05 Oct 22 -2.40 -0.45 3.18
Mid-Fifties Burton Malkiel 0.04 Oct 22 -2.39 -1.54 9.65
LifeStrategy Moderate Growth Vanguard 0.04 Oct 22 -1.71 -0.85 7.90
Edge Select Moderate Merrill Lynch 0.03 Oct 22 -1.81 -1.31 7.12
All Country World 60/40 0.03 Oct 22 -1.73 -0.72 8.09
Dedalo Four Dedalo Invest 0.02 Oct 22 -1.02 0.52 12.90
Core Four Rick Ferri 0.01 Oct 22 -1.96 -0.64 10.53
Paul Boyer Portfolio Paul Boyer 0.00 Oct 22 -3.85 -2.99 -1.41
Sandwich Portfolio Bob Clyatt -0.03 Oct 22 -2.08 -1.39 6.28
Andrew Tobias Portfolio Andrew Tobias -0.05 Oct 22 -1.59 0.42 8.56
European Stocks -0.13 Oct 22 -5.07 -1.72 7.00
Shield Strategy Aim Ways -0.15 Oct 22 -1.99 -0.18 4.39
Margaritaville Scott Burns -0.19 Oct 22 -1.91 -0.77 8.65
No Brainer Portfolio Bill Bernstein -0.19 Oct 22 -2.28 -1.79 9.88
Eliminate Fat Tails Larry Swedroe -0.20 Oct 22 -1.75 -2.55 4.11
Dedalo Three Dedalo Invest -0.20 Oct 22 -0.98 1.22 16.54
Pepperoni Portfolio Davide Pisicchio -0.23 Oct 22 -0.70 -0.28 11.05
Developed World ex-US 40/60 -0.23 Oct 22 -1.95 -1.71 3.88
Pinwheel Tyler -0.29 Oct 22 -3.13 -1.64 5.53
Robo Advisor 80 Value Tilt Betterment -0.33 Oct 22 -2.19 -1.08 10.73
Four Funds Bogleheads -0.35 Oct 22 -1.63 -0.14 11.37
Three Funds Bogleheads -0.36 Oct 22 -1.62 -0.15 11.34
Robo Advisor 100 Value Tilt Betterment -0.36 Oct 22 -2.29 -0.40 13.14
Stocks/Bonds 20/80 Momentum -0.36 Oct 22 -0.60 -4.41 4.07
Dedalo Eleven Dedalo Invest -0.37 Oct 22 -1.21 0.00 12.55
Long Term Portfolio Ben Stein -0.39 Oct 22 -2.13 -0.95 10.19
Late Thirties to Early Forties Burton Malkiel -0.41 Oct 22 -2.10 -1.11 11.02
Ultimate Buy and Hold Strategy Paul Merriman -0.43 Oct 22 -3.25 -1.21 10.80
All Country World 80/20 -0.44 Oct 22 -1.58 0.07 11.45
LifeStrategy Growth Fund Vanguard -0.46 Oct 22 -1.58 -0.14 11.33
Edge Select Moderately Aggressive Merrill Lynch -0.50 Oct 22 -1.49 -0.56 10.26
Robo Advisor 90 Value Tilt Betterment -0.51 Oct 22 -2.18 -0.80 12.30
Second Grader's Starter Paul Farrell -0.53 Oct 22 -1.45 0.30 13.36
Moderate Portfolio Lyn Alden -0.59 Oct 22 -1.90 -0.62 9.38
US Stocks ESG -0.61 Oct 22 -0.20 2.73 21.26
Gretchen Tai Portfolio Gretchen Tai -0.62 Oct 22 -2.30 -1.67 8.85
Aggressive Portfolio Lyn Alden -0.65 Oct 22 -1.88 -0.22 10.62
Family Taxable Portfolio Ted Aronson -0.67 Oct 22 -2.41 -2.93 9.46
Mid-Twenties Burton Malkiel -0.68 Oct 22 -2.00 -0.98 11.55
Ulcer Free Strategy Aim Ways -0.70 Oct 22 -1.80 -2.61 1.59
Perfect Portfolio Ben Stein -0.75 Oct 22 -1.23 0.92 11.72
Gold Pivot Ptf Aim Ways -0.82 Oct 22 -2.60 0.20 0.06
Developed World ex-US 60/40 -0.82 Oct 22 -2.30 -1.34 6.29
Developed World ex-US 40/60 Momentum -0.86 Oct 22 -1.18 -2.00 3.72
Diavola Portfolio Davide Pisicchio -0.88 Oct 22 0.21 0.89 18.06
All Country World Stocks -0.90 Oct 22 -1.43 0.83 14.83
Gone Fishin' Portfolio Alexander Green -0.90 Oct 22 -2.88 -2.52 7.37
Edge Select Aggressive Merrill Lynch -0.97 Oct 22 -1.32 -0.14 13.00
Developed World ex-US 80/20 -1.40 Oct 22 -2.62 -0.99 8.68
Robust Alpha Architect -1.56 Oct 22 0.35 -0.90 13.13
Developed World ex-US 60/40 Momentum -1.76 Oct 22 -1.18 -1.76 6.10
Developed World ex-US Stocks -1.99 Oct 22 -2.93 -0.65 11.04
Gold -2.34 Oct 22 -6.75 3.38 -11.49
Stocks/Bonds 40/60 Momentum -2.51 Oct 22 1.20 -5.26 11.04
Developed World ex-US Stocks Momentum -3.55 Oct 22 -1.18 -1.31 10.85
Technology -4.18 Oct 22 3.32 0.56 28.44
Stocks/Bonds 60/40 Momentum -4.66 Oct 22 2.87 -6.00 18.12
Ark Tech Portfolio Cathie Wood -6.70 Oct 22 6.09 11.54 44.14
Stocks/Bonds 80/20 Momentum -6.80 Oct 22 4.42 -6.66 25.32
Emerging Markets Stocks -7.46 Oct 22 -0.34 -2.37 18.22
US Stocks Momentum -8.95 Oct 22 5.87 -7.25 32.64