Last Update - 31 July 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 Jul 26
Ticker Asset Class 1M 3M 6M
GLD
Gold 0.86 -12.30 -16.50
QQQ
US Technology -6.57 3.15 10.89
VTI
US Total Stock Market -0.49 4.26 8.77
VT
World All Countries -0.69 3.45 7.80
SPY
US Large Cap Blend 0.03 4.22 8.53
EFA
EAFE Stocks 1.64 4.82 6.46
IJR
US Small Cap Blend -1.92 6.42 15.04
EEM
Emerging Markets -6.31 0.68 9.01
CWB
US Convertible Bonds -5.46 1.16 9.82
EMB
Emerg. Market Bonds -1.44 0.07 0.59
PFF
US Preferred Stocks 0.40 -1.80 -1.44
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
HYG
US High Yield Bonds -0.15 0.37 0.92
BNDX
International Bonds -1.14 0.12 -0.29
BND
US Total Bond Market -1.28 -0.74 -0.75
TIP
US TIPS -0.68 -0.95 0.02
BIL
US Cash 0.34 0.93 1.78
VNQ
US REITs 2.61 3.63 11.11
DBC
Commodities 10.47 -5.31 20.55
IJH
US Mid Cap Blend -2.39 3.69 10.14
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 Aug 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 Jul 26
Portfolio Author Aug 26▾ Time(ET) 1M 3M 6M
Ark Tech Portfolio Cathie Wood 9.84 Aug 07 -9.69 2.94 3.86
Gold 7.07 Aug 07 0.86 -12.30 -16.50
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 5.85 Aug 07 -1.74 -6.43 -9.06
Golden Butterfly 2x Leveraged Tyler 5.65 Aug 07 -2.52 -2.36 -1.60
Technology 4.73 Aug 07 -6.57 3.15 10.89
Stocks/Bonds 60/40 2x Leveraged 4.46 Aug 07 -1.60 2.86 6.29
Desert Portfolio 2x Leveraged Gyroscopic Investing 4.13 Aug 07 -2.12 -2.48 -2.90
US Stocks ESG 3.58 Aug 07 -0.17 5.19 9.06
Gold Pivot Ptf Aim Ways 3.56 Aug 07 -1.25 -3.47 -4.08
US Stocks 3.50 Aug 07 -0.49 4.26 8.77
Diavola Portfolio Davide Pisicchio 3.49 Aug 07 -2.10 3.55 8.41
All Weather Portfolio 2x Leveraged Ray Dalio 3.47 Aug 07 -1.87 -3.06 -0.36
Dedalo Three Dedalo Invest 3.44 Aug 07 -0.55 4.02 8.47
Stocks/Bonds 40/60 2x Leveraged 3.36 Aug 07 -2.17 0.86 2.65
All Country World Stocks 3.31 Aug 07 -0.69 3.45 7.80
Shield Strategy Aim Ways 3.18 Aug 07 -1.53 -1.28 -0.40
Warren Buffett Portfolio Warren Buffett 3.10 Aug 07 -0.07 3.93 7.75
US Stocks Momentum 3.02 Aug 07 -12.61 5.61 17.31
Developed World ex-US Stocks 2.99 Aug 07 -0.88 3.19 7.42
Second Grader's Starter Paul Farrell 2.94 Aug 07 -0.75 3.36 7.37
Stocks/Bonds 80/20 2.90 Aug 07 -0.64 3.30 6.88
Simplified Permanent Portfolio The Lazy Team 2.88 Aug 07 -0.63 -2.66 -2.91
Dedalo Four Dedalo Invest 2.86 Aug 07 -0.66 3.27 6.73
Permanent Portfolio Harry Browne 2.85 Aug 07 -0.97 -2.55 -2.73
Golden Ratio Portfolio Frank Vasquez 2.81 Aug 07 -1.22 -0.68 1.14
US Stocks Quality 2.78 Aug 07 -0.05 6.01 8.77
Golden Butterfly Tyler 2.78 Aug 07 -0.90 -0.91 0.24
Permanent Portfolio with Bitcoin Harry Browne 2.77 Aug 07 -0.89 -2.60 -2.73
All Country World 80/20 2.77 Aug 07 -0.80 2.74 6.19
Simple Path to Wealth JL Collins 2.75 Aug 07 -0.68 3.06 6.41
Golden Butterfly with Bitcoin Tyler 2.70 Aug 07 -0.83 -0.96 0.25
Edge Select Aggressive Merrill Lynch 2.65 Aug 07 -1.27 3.06 7.22
Robo Advisor 100 Value Tilt Betterment 2.65 Aug 07 -0.46 4.27 8.91
Three Funds Bogleheads 2.64 Aug 07 -0.82 2.88 6.44
LifeStrategy Growth Fund Vanguard 2.62 Aug 07 -0.82 2.90 6.43
Dedalo Eleven Dedalo Invest 2.61 Aug 07 -1.10 2.95 6.80
Four Funds Bogleheads 2.60 Aug 07 -0.77 2.86 6.51
Talmud Portfolio 2x Leveraged Roger Gibson 2.56 Aug 07 0.21 2.07 8.82
Paul Boyer Portfolio Paul Boyer 2.56 Aug 07 -2.08 -2.75 -2.06
US Stocks Minimum Volatility 2.55 Aug 07 1.52 3.80 3.84
Weird Portfolio Value Stock Geek 2.55 Aug 07 0.13 -0.69 1.41
Developed World ex-US Stocks Momentum 2.53 Aug 07 -2.19 1.61 4.07
Robo Advisor 90 Value Tilt Betterment 2.53 Aug 07 -1.15 3.43 8.27
Stocks/Bonds 80/20 Momentum 2.51 Aug 07 -10.86 4.47 13.76
Developed World ex-US 80/20 2.51 Aug 07 -0.93 2.62 5.94
Aggressive Portfolio Lyn Alden 2.50 Aug 07 -0.64 2.54 6.26
In Saecula Saeculorum Fulvio Marchese 2.49 Aug 07 -0.74 0.31 1.67
Marc Faber Portfolio Marc Faber 2.49 Aug 07 0.18 -1.48 0.16
Pepperoni Portfolio Davide Pisicchio 2.44 Aug 07 -1.43 2.39 5.83
Stocks/Bonds 60/40 ESG 2.40 Aug 07 -0.62 2.83 5.06
Aim comfortable trip Aim Ways 2.38 Aug 07 -0.23 0.29 1.36
Four Seasons Portfolio Davide Pisicchio 2.36 Aug 07 -0.74 0.27 1.93
Core Four Rick Ferri 2.36 Aug 07 -0.53 2.92 6.71
Capricciosa Portfolio Davide Pisicchio 2.35 Aug 07 -0.79 1.38 3.72
Moderate Portfolio Lyn Alden 2.35 Aug 07 -0.94 2.08 5.40
Stocks/Bonds 60/40 with Bitcoin 2.32 Aug 07 -0.69 2.00 4.56
US Stocks Equal Weight 2.31 Aug 07 1.05 6.10 9.43
Robo Advisor 80 Value Tilt Betterment 2.31 Aug 07 -1.19 3.02 7.33
Sheltered Sam 100/0 Bill Bernstein 2.30 Aug 07 0.11 4.51 9.54
Stocks/Bonds 60/40 2.30 Aug 07 -0.79 2.33 4.99
Edge Select Moderately Aggressive Merrill Lynch 2.30 Aug 07 -1.22 2.40 5.74
Odd-Stats Strategy Aim Ways 2.28 Aug 07 -1.59 0.20 1.95
All Country World 60/40 2.22 Aug 07 -0.90 2.01 4.58
Mid-Twenties Burton Malkiel 2.21 Aug 07 -0.92 3.14 7.49
Family Taxable Portfolio Ted Aronson 2.19 Aug 07 -2.50 2.39 7.29
Conservative Portfolio Lyn Alden 2.17 Aug 07 -0.13 1.63 4.40
Gone Fishin' Portfolio Alexander Green 2.16 Aug 07 -1.59 1.71 5.48
No Brainer Portfolio Bill Bernstein 2.16 Aug 07 -0.79 3.56 7.93
Ultimate Buy and Hold Strategy Paul Merriman 2.15 Aug 07 0.30 4.07 9.29
Late Thirties to Early Forties Burton Malkiel 2.15 Aug 07 -0.84 3.11 7.30
Margaritaville Scott Burns 2.11 Aug 07 -0.75 2.13 5.42
Andrew Tobias Portfolio Andrew Tobias 2.10 Aug 07 0.44 3.18 5.30
LifeStrategy Moderate Growth Vanguard 2.10 Aug 07 -0.92 2.09 4.70
Sheltered Sam 90/10 Bill Bernstein 2.09 Aug 07 0.08 4.08 8.66
European Stocks 2.09 Aug 07 2.32 5.38 5.43
Gretchen Tai Portfolio Gretchen Tai 2.07 Aug 07 -1.35 2.25 6.09
Perfect Portfolio Ben Stein 2.06 Aug 07 -0.44 2.74 7.63
PISI Portfolio Davide Pisicchio 2.06 Aug 07 -0.98 -0.65 0.04
Emerging Markets Stocks 2.05 Aug 07 -6.31 0.68 9.01
Jane Bryant Quinn Portfolio Jane Bryant Quinn 2.05 Aug 07 -0.42 2.52 5.99
Margherita Portfolio Davide Pisicchio 2.04 Aug 07 -0.75 -0.22 0.99
Pinwheel Tyler 2.02 Aug 07 -0.18 1.36 4.46
Developed World ex-US 60/40 2.02 Aug 07 -0.98 2.03 4.43
Stocks/Bonds 60/40 Momentum 2.01 Aug 07 -8.89 3.26 10.17
Ulcer Free Strategy Aim Ways 2.00 Aug 07 -2.43 -1.24 0.09
Long Term Portfolio Ben Stein 1.96 Aug 07 -0.27 3.43 7.63
Desert Portfolio Gyroscopic Investing 1.95 Aug 07 -0.39 -0.29 0.44
Mid-Fifties Burton Malkiel 1.93 Aug 07 -0.69 2.96 6.92
Edge Select Moderate Merrill Lynch 1.88 Aug 07 -1.22 1.74 4.30
Sheltered Sam 80/20 Bill Bernstein 1.88 Aug 07 0.06 3.63 7.76
Desert Portfolio with Bitcoin Gyroscopic Investing 1.87 Aug 07 -0.31 -0.34 0.45
All Weather Portfolio with Bitcoin Ray Dalio 1.84 Aug 07 -1.05 -1.44 1.07
All Weather Portfolio Ray Dalio 1.84 Aug 07 -1.01 -1.33 1.46
Couch Potato Scott Burns 1.83 Aug 07 -0.59 1.71 4.42
Stocks/Bonds 40/60 ESG 1.82 Aug 07 -0.86 1.62 3.06
Developed World ex-US 60/40 Momentum 1.74 Aug 07 -1.80 1.04 2.38
Stocks/Bonds 40/60 with Bitcoin 1.72 Aug 07 -0.84 0.99 2.65
Simple and Cheap Time Money Inc 1.71 Aug 07 -0.58 2.07 4.99
Cape US Sector Value Robert Shiller 1.71 Aug 07 1.40 1.30 0.07
Four Square Scott Burns 1.71 Aug 07 -0.85 1.63 3.99
Stocks/Bonds 40/60 1.70 Aug 07 -0.95 1.33 3.08
Berkshire Hathaway Warren Buffett 1.69 Aug 07 2.37 7.68 6.10
All Country World 40/60 1.67 Aug 07 -1.02 1.25 2.94
US Stocks Value 1.67 Aug 07 1.94 4.08 7.56
Sheltered Sam 70/30 Bill Bernstein 1.66 Aug 07 0.03 3.18 6.86
JP Morgan Balanced Portfolio JP Morgan 1.63 Aug 07 0.09 2.21 6.71
GAA Global Asset Allocation Mebane Faber 1.62 Aug 07 -0.78 -0.28 3.12
Tilt Toward Value Time Money Inc 1.62 Aug 07 -0.47 2.36 5.42
Simple Money Portfolio Tim Maurer 1.61 Aug 07 0.83 2.97 5.60
Late Sixties and Beyond Burton Malkiel 1.60 Aug 07 -0.39 2.75 6.31
Robo Advisor 50 Value Tilt Betterment 1.59 Aug 07 -0.91 2.01 4.42
Sandwich Portfolio Bob Clyatt 1.59 Aug 07 -0.56 1.84 4.75
Ideal Index Frank Armstrong 1.57 Aug 07 -0.30 3.22 7.23
LifeStrategy Conservative Growth Vanguard 1.57 Aug 07 -1.02 1.26 2.95
Yale Endowment David Swensen 1.54 Aug 07 -0.29 2.34 6.38
Developed World ex-US 40/60 1.53 Aug 07 -1.03 1.42 2.89
Cockroach Portfolio Tony Dong 1.51 Aug 07 0.42 -1.27 -1.24
Stocks/Bonds 40/60 Momentum 1.50 Aug 07 -6.67 1.99 6.56
Coward's Portfolio Bill Bernstein 1.50 Aug 07 -0.47 2.98 6.58
Edge Select Moderately Conservative Merrill Lynch 1.49 Aug 07 -1.14 1.08 2.77
Lazy Portfolio David Swensen 1.48 Aug 07 -0.32 2.29 6.35
Lifepath Fund iShares 1.48 Aug 07 -0.94 1.25 3.24
Global Market Portfolio Credit Suisse 1.47 Aug 07 -1.69 0.86 2.94
Sheltered Sam 60/40 Bill Bernstein 1.45 Aug 07 0.00 2.72 5.96
Coffeehouse Bill Schultheis 1.40 Aug 07 -0.50 2.81 6.44
Developed World ex-US 40/60 Momentum 1.34 Aug 07 -1.59 0.74 1.51
Big Rocks Portfolio Larry Swedroe 1.34 Aug 07 0.28 3.15 6.62
Ultimate Buy&Hold FundAdvice 1.34 Aug 07 0.10 2.37 5.58
Aggressive Global Income The Lazy Team 1.30 Aug 07 1.93 3.58 8.26
Robust Alpha Architect 1.27 Aug 07 -2.35 2.57 11.73
Sheltered Sam 50/50 Bill Bernstein 1.24 Aug 07 -0.03 2.25 5.04
Five Fold Scott Burns 1.23 Aug 07 -0.13 2.05 5.42
Dynamic 40/60 Income The Lazy Team 1.23 Aug 07 -0.31 0.67 1.88
Nano Portfolio John Wasik 1.22 Aug 07 0.41 2.28 5.17
All Country World 20/80 1.13 Aug 07 -1.13 0.48 1.28
Talmud Portfolio Roger Gibson 1.10 Aug 07 0.33 2.45 6.42
Stocks/Bonds 20/80 1.10 Aug 07 -1.11 0.31 1.17
Developed World ex-US 20/80 1.04 Aug 07 -1.08 0.78 1.32
LifeStrategy Income Fund Vanguard 1.04 Aug 07 -1.13 0.40 1.18
Sheltered Sam 40/60 Bill Bernstein 1.02 Aug 07 -0.06 1.78 4.12
Stocks/Bonds 20/80 Momentum 1.00 Aug 07 -4.16 0.66 2.92
Five Asset Roger Gibson 0.95 Aug 07 2.22 0.67 9.59
Larry Portfolio Larry Swedroe 0.91 Aug 07 -0.79 0.70 2.57
One-Decision Portfolio Marvin Appel 0.91 Aug 07 0.16 2.24 5.49
Dynamic 60/40 Income The Lazy Team 0.90 Aug 07 0.53 1.41 4.00
Edge Select Conservative Merrill Lynch 0.88 Aug 07 -0.67 0.94 2.09
Sheltered Sam 30/70 Bill Bernstein 0.81 Aug 07 -0.09 1.30 3.18
High Yield Bonds Income The Lazy Team 0.79 Aug 07 -1.43 -0.33 -0.12
Robo Advisor 20 Value Tilt Betterment 0.78 Aug 07 -0.41 0.94 2.03
Eliminate Fat Tails Larry Swedroe 0.75 Aug 07 -1.54 1.15 4.37
Rob Arnott Portfolio Rob Arnott 0.74 Aug 07 0.19 -0.17 4.18
Ivy Portfolio Mebane Faber 0.71 Aug 07 2.63 0.13 10.69
7Twelve Portfolio Craig Israelsen 0.68 Aug 07 1.75 0.45 9.60
Seven Value Scott Burns 0.67 Aug 07 1.92 2.48 8.27
Sheltered Sam 20/80 Bill Bernstein 0.59 Aug 07 -0.12 0.80 2.24
All Country World Bonds 0.58 Aug 07 -1.25 -0.32 -0.39
Dimensional Retirement Income Fund DFA 0.57 Aug 06 -0.33 0.41 2.10
Total Bond Developed World ex-US 0.55 Aug 07 -1.14 0.12 -0.29
Total Bond US 0.50 Aug 07 -1.28 -0.74 -0.75
Robo Advisor 10 Value Tilt Betterment 0.49 Aug 07 -0.17 0.59 1.26
10-year Treasury 0.48 Aug 07 -1.39 -1.16 -1.22
Six Ways from Sunday Scott Burns 0.46 Aug 07 2.10 1.75 7.77
Sheltered Sam 10/90 Bill Bernstein 0.38 Aug 07 -0.15 0.30 1.30
Conservative Income Charles Schwab 0.28 Aug 07 -0.47 0.00 0.77
Robo Advisor 0 Betterment 0.20 Aug 07 0.11 0.25 0.50
Short Term Treasury 0.18 Aug 07 0.16 0.30 0.55
Sheltered Sam 0/100 Bill Bernstein 0.17 Aug 07 -0.18 -0.20 0.34
US Inflation Protection 0.15 Aug 07 -0.68 -0.95 0.02
US Cash 0.07 Aug 07 0.34 0.93 1.78