Last Update - May 06 2026 Eastern Time
In the following table, you can retrieve the most recent returns of the main Asset Classes (ETFs dividends included, when applicable).
Update time is Eastern Time (ET - America/New York).
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of Apr 26
|
|||||
|---|---|---|---|---|---|---|
| Ticker | Asset Class | May 26â–ľ | Time(ET) | 1M | 3M | 6M |
|
EEM
|
Emerging Markets | 5.47 | May 06 | 12.68 | 8.27 | 17.37 |
|
VPL
|
Pacific | 4.93 | May 06 | 9.78 | 8.58 | 20.29 |
|
CWB
|
US Convertible Bonds | 4.69 | May 06 | 10.53 | 8.57 | 9.36 |
|
QQQ
|
US Technology | 4.20 | May 06 | 15.69 | 7.51 | 6.42 |
|
VT
|
World All Countries | 2.55 | May 06 | 9.31 | 4.20 | 8.66 |
|
EFA
|
EAFE Stocks | 2.43 | May 06 | 5.34 | 1.57 | 10.25 |
|
VGK
|
Europe | 2.40 | May 06 | 5.71 | 0.05 | 10.06 |
|
VTI
|
US Total Stock Market | 2.17 | May 06 | 10.40 | 4.32 | 6.22 |
|
SPY
|
US Large Cap | 2.11 | May 06 | 10.51 | 4.14 | 5.97 |
|
GLD
|
Gold | 1.72 | May 06 | -1.54 | -4.78 | 15.09 |
|
FLLA
|
Latin America | 1.55 | May 06 | 2.97 | 5.51 | 28.72 |
|
IJR
|
US Small Cap | 1.33 | May 06 | 10.29 | 8.10 | 17.11 |
|
PFF
|
US Preferred Stocks | 0.96 | May 06 | 4.22 | 0.37 | 3.28 |
|
EMB
|
Emerg. Market Bonds | 0.92 | May 06 | 2.49 | 0.52 | 1.65 |
|
TLT
|
US Long Term Treasuries | 0.91 | May 06 | -0.84 | -0.63 | -3.05 |
|
VNQ
|
US REITs | 0.79 | May 06 | 8.60 | 7.22 | 10.17 |
|
LQD
|
US Invest. Grade Bonds | 0.71 | May 06 | 0.28 | -0.44 | 0.09 |
|
BNDX
|
International Bonds | 0.47 | May 06 | 0.23 | -0.41 | -0.59 |
|
BND
|
US Total Bond Market | 0.40 | May 06 | 0.15 | -0.01 | 0.50 |
|
HYG
|
US High Yield Bonds | 0.25 | May 06 | 1.52 | 0.55 | 2.42 |
|
TIP
|
US TIPS | 0.14 | May 06 | 1.09 | 0.98 | 1.09 |
|
BIL
|
US Cash | 0.05 | May 06 | 0.29 | 0.85 | 1.78 |
|
DBC
|
Commodities | -2.86 | May 06 | 7.43 | 27.30 | 40.50 |
| 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 May 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.
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.
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of Apr 26
|
||||||
|---|---|---|---|---|---|---|---|
| Portfolio | Author | May 26â–ľ | Time(ET) | 1M | 3M | 6M | |
| Emerging Markets Stocks | 5.47 | May 06 | 12.68 | 8.27 | 17.37 | ||
| US Stocks Momentum | 5.35 | May 06 | 18.33 | 11.08 | 12.11 | ||
| Ark Tech Portfolio | Cathie Wood | 4.87 | May 06 | 13.37 | 0.90 | -9.47 | |
| Stocks/Bonds 80/20 Momentum | 4.36 | May 06 | 14.57 | 8.89 | 9.78 | ||
| Technology | 4.20 | May 06 | 15.69 | 7.51 | 6.42 | ||
| Stocks/Bonds 60/40 Momentum | 3.37 | May 06 | 10.88 | 6.69 | 7.46 | ||
| Developed World ex-US Stocks | 3.01 | May 06 | 7.37 | 4.10 | 14.93 | ||
| Stocks/Bonds 60/40 2x Leveraged | 2.87 | May 06 | 11.99 | 3.34 | 4.04 | ||
| US Stocks ESG | 2.80 | May 06 | 12.02 | 3.68 | 4.14 | ||
| All Country World Stocks | 2.55 | May 06 | 9.31 | 4.20 | 8.66 | ||
| Developed World ex-US 80/20 | 2.50 | May 06 | 5.97 | 3.24 | 11.92 | ||
| Diavola Portfolio | Davide Pisicchio | 2.47 | May 06 | 10.62 | 4.70 | 5.71 | |
| European Stocks | 2.40 | May 06 | 5.71 | 0.05 | 10.06 | ||
| Stocks/Bonds 40/60 Momentum | 2.38 | May 06 | 7.24 | 4.48 | 5.13 | ||
| Edge Select Aggressive | Merrill Lynch | 2.34 | May 06 | 8.41 | 4.04 | 7.89 | |
| Mid-Twenties | Burton Malkiel | 2.32 | May 06 | 8.22 | 4.22 | 8.67 | |
| Robo Advisor 100 Value Tilt | Betterment | 2.30 | May 06 | 8.44 | 4.45 | 10.91 | |
| Dedalo Three | Dedalo Invest | 2.28 | May 06 | 10.07 | 4.28 | 6.96 | |
| Second Grader's Starter | Paul Farrell | 2.28 | May 06 | 8.53 | 3.88 | 7.87 | |
| Robo Advisor 90 Value Tilt | Betterment | 2.28 | May 06 | 8.19 | 4.68 | 11.08 | |
| Golden Butterfly 2x Leveraged | Tyler | 2.27 | May 06 | 7.11 | 0.78 | 12.89 | |
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | 2.26 | May 06 | 3.40 | -2.81 | 8.02 | |
| Family Taxable Portfolio | Ted Aronson | 2.22 | May 06 | 7.38 | 4.78 | 9.76 | |
| Dedalo Eleven | Dedalo Invest | 2.20 | May 06 | 8.13 | 3.75 | 7.40 | |
| Late Thirties to Early Forties | Burton Malkiel | 2.20 | May 06 | 7.96 | 4.06 | 8.37 | |
| Stocks/Bonds 40/60 2x Leveraged | 2.20 | May 06 | 7.58 | 1.77 | 1.91 | ||
| Talmud Portfolio 2x Leveraged | Roger Gibson | 2.17 | May 06 | 12.54 | 6.61 | 7.90 | |
| US Stocks | 2.17 | May 06 | 10.40 | 4.32 | 6.22 | ||
| All Country World 80/20 | 2.14 | May 06 | 7.53 | 3.36 | 7.00 | ||
| LifeStrategy Growth Fund | Vanguard | 2.13 | May 06 | 7.45 | 3.43 | 7.38 | |
| Three Funds | Bogleheads | 2.11 | May 06 | 7.50 | 3.46 | 7.30 | |
| Robo Advisor 80 Value Tilt | Betterment | 2.10 | May 06 | 7.37 | 4.19 | 9.93 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | 2.09 | May 06 | 5.02 | -0.43 | 4.16 | |
| Gretchen Tai Portfolio | Gretchen Tai | 2.09 | May 06 | 6.81 | 3.76 | 8.55 | |
| Four Funds | Bogleheads | 2.08 | May 06 | 7.59 | 3.55 | 7.36 | |
| Gone Fishin' Portfolio | Alexander Green | 2.07 | May 06 | 6.58 | 3.70 | 10.83 | |
| Developed World ex-US Stocks Momentum | 2.00 | May 06 | 8.12 | 2.43 | 12.89 | ||
| Edge Select Moderately Aggressive | Merrill Lynch | 2.00 | May 06 | 6.96 | 3.26 | 6.42 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | 1.99 | May 06 | 8.10 | 5.01 | 13.72 | |
| Developed World ex-US 60/40 | 1.99 | May 06 | 4.56 | 2.36 | 8.87 | ||
| Perfect Portfolio | Ben Stein | 1.98 | May 06 | 7.28 | 4.76 | 9.80 | |
| Mid-Fifties | Burton Malkiel | 1.98 | May 06 | 7.42 | 3.85 | 7.86 | |
| Core Four | Rick Ferri | 1.94 | May 06 | 7.52 | 3.69 | 7.18 | |
| Warren Buffett Portfolio | Warren Buffett | 1.93 | May 06 | 9.46 | 3.68 | 4.87 | |
| Dedalo Four | Dedalo Invest | 1.92 | May 06 | 8.04 | 3.36 | 5.49 | |
| Long Term Portfolio | Ben Stein | 1.84 | May 06 | 7.27 | 4.06 | 8.85 | |
| Margaritaville | Scott Burns | 1.82 | May 06 | 6.40 | 3.22 | 6.99 | |
| Stocks/Bonds 80/20 | 1.81 | May 06 | 8.28 | 3.46 | 5.08 | ||
| Stocks/Bonds 60/40 ESG | 1.81 | May 06 | 7.09 | 2.17 | 2.64 | ||
| All Weather Portfolio 2x Leveraged | Ray Dalio | 1.80 | May 06 | 3.49 | 2.79 | 7.01 | |
| Pepperoni Portfolio | Davide Pisicchio | 1.79 | May 06 | 7.20 | 3.36 | 4.43 | |
| All Country World 60/40 | 1.73 | May 06 | 5.77 | 2.52 | 5.33 | ||
| Simple Path to Wealth | JL Collins | 1.73 | May 06 | 7.76 | 3.25 | 4.79 | |
| Gold | 1.72 | May 06 | -1.54 | -4.78 | 15.09 | ||
| LifeStrategy Moderate Growth | Vanguard | 1.70 | May 06 | 5.62 | 2.56 | 5.59 | |
| No Brainer Portfolio | Bill Bernstein | 1.67 | May 06 | 7.18 | 4.22 | 9.25 | |
| Sheltered Sam 100/0 | Bill Bernstein | 1.65 | May 06 | 7.83 | 4.81 | 13.27 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 1.64 | May 06 | 6.58 | 3.39 | 6.77 | |
| Robust | Alpha Architect | 1.64 | May 06 | 8.68 | 8.93 | 14.13 | |
| Ulcer Free Strategy | Aim Ways | 1.63 | May 06 | 3.06 | 1.35 | 4.01 | |
| Pinwheel | Tyler | 1.63 | May 06 | 5.66 | 3.07 | 9.52 | |
| Edge Select Moderate | Merrill Lynch | 1.61 | May 06 | 5.39 | 2.52 | 5.14 | |
| Shield Strategy | Aim Ways | 1.61 | May 06 | 4.31 | 0.89 | 5.88 | |
| Lazy Portfolio | David Swensen | 1.60 | May 06 | 6.77 | 3.97 | 7.08 | |
| Late Sixties and Beyond | Burton Malkiel | 1.58 | May 06 | 6.48 | 3.46 | 6.91 | |
| Yale Endowment | David Swensen | 1.58 | May 06 | 6.71 | 3.94 | 7.32 | |
| Global Market Portfolio | Credit Suisse | 1.57 | May 06 | 4.30 | 2.06 | 4.13 | |
| Andrew Tobias Portfolio | Andrew Tobias | 1.56 | May 06 | 5.24 | 2.05 | 5.96 | |
| Paul Boyer Portfolio | Paul Boyer | 1.53 | May 06 | 2.32 | 0.71 | 8.07 | |
| Simple and Cheap | Time Money Inc | 1.52 | May 06 | 5.55 | 2.86 | 5.72 | |
| Stocks/Bonds 60/40 with Bitcoin | 1.51 | May 06, 08:00PM | 6.31 | 2.51 | 3.18 | ||
| Sheltered Sam 90/10 | Bill Bernstein | 1.50 | May 06 | 7.11 | 4.40 | 12.06 | |
| Capricciosa Portfolio | Davide Pisicchio | 1.49 | May 06 | 5.55 | 2.31 | 4.67 | |
| Developed World ex-US 40/60 | 1.48 | May 06 | 3.14 | 1.45 | 5.77 | ||
| Four Square | Scott Burns | 1.48 | May 06 | 4.83 | 2.32 | 5.12 | |
| Marc Faber Portfolio | Marc Faber | 1.46 | May 06 | 4.14 | 1.67 | 9.52 | |
| Stocks/Bonds 60/40 | 1.46 | May 06 | 6.20 | 2.60 | 3.93 | ||
| Robo Advisor 50 Value Tilt | Betterment | 1.46 | May 06 | 4.68 | 2.36 | 5.81 | |
| Ideal Index | Frank Armstrong | 1.43 | May 06 | 5.89 | 3.88 | 9.55 | |
| Gold Pivot Ptf | Aim Ways | 1.39 | May 06 | 2.14 | -0.63 | 6.99 | |
| Stocks/Bonds 20/80 Momentum | 1.39 | May 06 | 3.67 | 2.24 | 2.81 | ||
| Developed World ex-US 60/40 Momentum | 1.39 | May 06 | 4.97 | 1.33 | 7.67 | ||
| Sandwich Portfolio | Bob Clyatt | 1.38 | May 06 | 5.24 | 2.86 | 6.27 | |
| Four Seasons Portfolio | Davide Pisicchio | 1.37 | May 06 | 4.47 | 1.65 | 4.96 | |
| US Stocks Quality | 1.35 | May 06 | 8.05 | 2.60 | 6.13 | ||
| Sheltered Sam 80/20 | Bill Bernstein | 1.34 | May 06 | 6.39 | 3.99 | 10.85 | |
| Five Fold | Scott Burns | 1.34 | May 06 | 5.59 | 3.30 | 6.14 | |
| In Saecula Saeculorum | Fulvio Marchese | 1.33 | May 06 | 4.40 | 1.36 | 4.64 | |
| All Country World 40/60 | 1.32 | May 06 | 4.01 | 1.66 | 3.66 | ||
| Tilt Toward Value | Time Money Inc | 1.32 | May 06 | 5.39 | 2.99 | 6.23 | |
| Golden Ratio Portfolio | Frank Vasquez | 1.31 | May 06 | 4.32 | 1.83 | 7.00 | |
| JP Morgan Balanced Portfolio | JP Morgan | 1.31 | May 06 | 6.02 | 4.41 | 8.49 | |
| Stocks/Bonds 40/60 ESG | 1.31 | May 06 | 4.72 | 1.42 | 1.89 | ||
| LifeStrategy Conservative Growth | Vanguard | 1.27 | May 06 | 3.79 | 1.67 | 3.80 | |
| Weird Portfolio | Value Stock Geek | 1.27 | May 06 | 4.35 | 2.12 | 10.82 | |
| GAA Global Asset Allocation | Mebane Faber | 1.26 | May 06 | 4.10 | 3.41 | 7.12 | |
| Permanent Portfolio with Bitcoin | Harry Browne | 1.26 | May 06, 08:00PM | 2.14 | -0.13 | 4.50 | |
| Odd-Stats Strategy | Aim Ways | 1.25 | May 06 | 4.30 | 1.74 | 4.37 | |
| Ultimate Buy&Hold | FundAdvice | 1.24 | May 06 | 4.97 | 3.13 | 8.57 | |
| Edge Select Moderately Conservative | Merrill Lynch | 1.23 | May 06 | 3.81 | 1.67 | 3.60 | |
| Coward's Portfolio | Bill Bernstein | 1.22 | May 06 | 5.48 | 3.50 | 8.06 | |
| Permanent Portfolio | Harry Browne | 1.21 | May 06 | 1.91 | -0.19 | 5.50 | |
| Sheltered Sam 70/30 | Bill Bernstein | 1.19 | May 06 | 5.67 | 3.57 | 9.64 | |
| Nano Portfolio | John Wasik | 1.19 | May 06 | 5.08 | 2.83 | 5.73 | |
| Lifepath Fund | iShares | 1.17 | May 06 | 3.98 | 1.96 | 4.13 | |
| Margherita Portfolio | Davide Pisicchio | 1.17 | May 06 | 3.45 | 1.22 | 4.39 | |
| Stocks/Bonds 40/60 with Bitcoin | 1.16 | May 06, 08:00PM | 4.25 | 1.64 | 2.03 | ||
| Golden Butterfly with Bitcoin | Tyler | 1.15 | May 06, 08:00PM | 3.61 | 1.22 | 6.80 | |
| Couch Potato | Scott Burns | 1.15 | May 06 | 5.64 | 2.66 | 3.67 | |
| Simplified Permanent Portfolio | The Lazy Team | 1.15 | May 06 | 1.98 | -0.27 | 5.71 | |
| Talmud Portfolio | Roger Gibson | 1.12 | May 06 | 6.34 | 3.87 | 5.63 | |
| Golden Butterfly | Tyler | 1.11 | May 06 | 3.38 | 1.16 | 7.83 | |
| Aim comfortable trip | Aim Ways | 1.11 | May 06 | 3.09 | 1.06 | 7.36 | |
| Stocks/Bonds 40/60 | 1.11 | May 06 | 4.15 | 1.73 | 2.79 | ||
| Eliminate Fat Tails | Larry Swedroe | 1.09 | May 06 | 4.00 | 3.19 | 6.12 | |
| Developed World ex-US 40/60 Momentum | 1.08 | May 06 | 3.39 | 0.76 | 4.98 | ||
| PISI Portfolio | Davide Pisicchio | 1.07 | May 06 | 2.79 | 0.70 | 3.56 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | 1.04 | May 06, 08:00PM | 3.33 | 2.55 | 3.80 | |
| Sheltered Sam 60/40 | Bill Bernstein | 1.03 | May 06 | 4.95 | 3.15 | 8.43 | |
| Coffeehouse | Bill Schultheis | 1.02 | May 06 | 5.25 | 3.52 | 7.82 | |
| Simple Money Portfolio | Tim Maurer | 1.00 | May 06 | 4.31 | 2.55 | 8.44 | |
| Big Rocks Portfolio | Larry Swedroe | 0.99 | May 06 | 5.05 | 3.36 | 8.50 | |
| Developed World ex-US 20/80 | 0.97 | May 06 | 1.69 | 0.53 | 2.62 | ||
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 0.96 | May 06, 08:00PM | 3.07 | 0.79 | 2.87 | |
| All Weather Portfolio | Ray Dalio | 0.95 | May 06 | 3.20 | 2.83 | 5.06 | |
| Desert Portfolio | Gyroscopic Investing | 0.92 | May 06 | 2.83 | 0.73 | 3.90 | |
| All Country World 20/80 | 0.91 | May 06 | 2.26 | 0.80 | 1.99 | ||
| Sheltered Sam 50/50 | Bill Bernstein | 0.88 | May 06 | 4.22 | 2.72 | 7.22 | |
| Dynamic 40/60 Income | The Lazy Team | 0.87 | May 06 | 3.71 | 1.21 | 2.95 | |
| Dynamic 60/40 Income | The Lazy Team | 0.85 | May 06 | 4.95 | 2.56 | 4.67 | |
| LifeStrategy Income Fund | Vanguard | 0.85 | May 06 | 1.98 | 0.77 | 1.99 | |
| One-Decision Portfolio | Marvin Appel | 0.81 | May 06 | 4.85 | 3.18 | 5.54 | |
| Larry Portfolio | Larry Swedroe | 0.78 | May 06 | 2.85 | 1.86 | 5.26 | |
| Stocks/Bonds 20/80 | 0.75 | May 06 | 2.13 | 0.86 | 1.64 | ||
| Five Asset | Roger Gibson | 0.73 | May 06 | 6.88 | 8.86 | 14.17 | |
| Sheltered Sam 40/60 | Bill Bernstein | 0.72 | May 06 | 3.49 | 2.30 | 6.01 | |
| US Stocks Equal Weight | 0.69 | May 06 | 6.00 | 3.15 | 9.15 | ||
| Edge Select Conservative | Merrill Lynch | 0.67 | May 06 | 2.03 | 1.14 | 2.89 | |
| Robo Advisor 20 Value Tilt | Betterment | 0.67 | May 06 | 2.03 | 1.09 | 3.00 | |
| Rob Arnott Portfolio | Rob Arnott | 0.66 | May 06 | 3.66 | 4.36 | 6.64 | |
| High Yield Bonds Income | The Lazy Team | 0.64 | May 06 | 1.52 | 0.21 | 1.41 | |
| Cape US Sector Value | Robert Shiller | 0.62 | May 06 | 5.50 | -1.21 | 3.92 | |
| US Stocks Value | 0.59 | May 06 | 5.95 | 3.35 | 8.21 | ||
| Sheltered Sam 30/70 | Bill Bernstein | 0.57 | May 06 | 2.76 | 1.86 | 4.79 | |
| All Country World Bonds | 0.50 | May 06 | 0.53 | -0.07 | 0.30 | ||
| Total Bond Developed World ex-US | 0.47 | May 06 | 0.23 | -0.41 | -0.59 | ||
| Dimensional Retirement Income Fund | DFA | 0.44 | May 06 | 2.35 | 1.59 | 3.12 | |
| Sheltered Sam 20/80 | Bill Bernstein | 0.41 | May 06 | 2.02 | 1.43 | 3.58 | |
| Seven Value | Scott Burns | 0.41 | May 06 | 4.05 | 5.65 | 11.44 | |
| Aggressive Global Income | The Lazy Team | 0.41 | May 06 | 4.48 | 4.52 | 12.05 | |
| 7Twelve Portfolio | Craig Israelsen | 0.40 | May 06 | 5.79 | 9.11 | 14.02 | |
| Total Bond US | 0.40 | May 06 | 0.15 | -0.01 | 0.50 | ||
| Ivy Portfolio | Mebane Faber | 0.40 | May 06 | 6.68 | 10.55 | 15.90 | |
| Robo Advisor 10 Value Tilt | Betterment | 0.38 | May 06 | 1.11 | 0.66 | 2.08 | |
| Six Ways from Sunday | Scott Burns | 0.38 | May 06 | 3.82 | 5.92 | 11.27 | |
| 10-year Treasury | 0.35 | May 06 | -0.15 | -0.06 | -0.07 | ||
| Conservative Income | Charles Schwab | 0.28 | May 06 | 0.88 | 0.77 | 1.49 | |
| Sheltered Sam 10/90 | Bill Bernstein | 0.26 | May 06 | 1.29 | 0.99 | 2.37 | |
| US Inflation Protection | 0.14 | May 06 | 1.09 | 0.98 | 1.09 | ||
| Sheltered Sam 0/100 | Bill Bernstein | 0.10 | May 06 | 0.55 | 0.54 | 1.15 | |
| Robo Advisor 0 | Betterment | 0.09 | May 06 | 0.20 | 0.24 | 1.19 | |
| Short Term Treasury | 0.08 | May 06 | 0.19 | 0.25 | 1.20 | ||
| US Cash | 0.05 | May 06 | 0.29 | 0.85 | 1.78 | ||
| Cockroach Portfolio | Tony Dong | -0.17 | May 06 | 0.59 | 0.03 | 7.51 | |
| US Stocks Minimum Volatility | -0.69 | May 06 | 2.05 | 0.04 | 2.41 | ||
| Berkshire Hathaway | Warren Buffett | -0.84 | May 06 | -0.87 | -1.47 | -0.54 | |
