Last Update - 31 August 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 Aug 26
Ticker Asset Class 1M 3M 6M
DBC
Commodities 6.28 6.17 24.70
BIL
US Cash 0.28 0.89 1.79
CWB
US Convertible Bonds 0.54 -5.05 9.17
SPY
US Large Cap Blend 2.68 1.66 12.41
VTI
US Total Stock Market 2.70 1.80 12.30
TIP
US TIPS -0.02 -1.16 -1.26
BNDX
International Bonds -0.21 -0.91 -2.00
QQQ
US Technology 4.18 -2.81 18.30
HYG
US High Yield Bonds 0.90 0.84 1.84
VT
World All Countries 3.01 1.90 9.25
BND
US Total Bond Market 0.36 -0.65 -1.96
PFF
US Preferred Stocks 0.37 -2.22 -0.75
EMB
Emerg. Market Bonds 0.56 -0.46 -0.47
LQD
US Invest. Grade Bonds 0.40 -1.75 -2.68
EFA
EAFE Stocks 1.77 4.15 3.58
EEM
Emerging Markets 4.57 -1.80 7.65
TLT
US Long Term Treasuries 0.73 -2.65 -7.06
VNQ
US REITs -2.54 1.66 2.76
IJR
US Small Cap Blend -0.65 4.54 11.94
GLD
Gold 9.93 -2.09 -15.57
IJH
US Mid Cap Blend 0.11 1.26 5.91
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 Sep 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 Aug 26
Portfolio Author Sep 26▾ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 2.00 Sep 14 -1.30 6.44 -0.05
Ivy Portfolio Mebane Faber 0.33 Sep 14 2.15 2.63 10.06
US Cash 0.13 Sep 14 0.28 0.89 1.79
7Twelve Portfolio Craig Israelsen 0.10 Sep 14 1.91 2.58 9.05
Five Asset Roger Gibson 0.07 Sep 14 2.08 2.37 8.70
Robust Alpha Architect -0.07 Sep 14 1.14 0.92 10.91
US Stocks Momentum -0.22 Sep 14 0.26 -4.79 18.98
Short Term Treasury -0.37 Sep 14 0.17 0.39 0.19
Stocks/Bonds 80/20 Momentum -0.40 Sep 14 0.28 -4.10 14.76
Robo Advisor 0 Betterment -0.43 Sep 14 0.19 0.36 0.10
Rob Arnott Portfolio Rob Arnott -0.57 Sep 14 1.21 0.47 2.93
Stocks/Bonds 60/40 Momentum -0.59 Sep 14 0.30 -3.35 10.56
Sheltered Sam 0/100 Bill Bernstein -0.60 Sep 14 0.09 -0.23 -0.39
Robo Advisor 10 Value Tilt Betterment -0.60 Sep 14 0.44 0.45 0.74
US Stocks Value -0.66 Sep 14 1.91 4.12 7.21
Developed World ex-US Stocks Momentum -0.66 Sep 14 2.11 1.90 2.19
Sheltered Sam 10/90 Bill Bernstein -0.67 Sep 14 0.29 0.18 0.50
Dimensional Retirement Income Fund DFA -0.67 Sep 14 0.59 0.04 1.66
Warren Buffett Portfolio Warren Buffett -0.69 Sep 14 2.61 1.66 11.52
Sheltered Sam 20/80 Bill Bernstein -0.74 Sep 14 0.48 0.59 1.38
Stocks/Bonds 40/60 Momentum -0.77 Sep 14 0.32 -2.54 6.37
Robo Advisor 20 Value Tilt Betterment -0.77 Sep 14 0.68 0.56 1.37
Sheltered Sam 30/70 Bill Bernstein -0.81 Sep 14 0.67 0.98 2.24
Developed World ex-US 60/40 Momentum -0.82 Sep 14 1.23 0.84 0.59
Conservative Income Charles Schwab -0.83 Sep 14 0.12 -0.14 -0.40
Ark Tech Portfolio Cathie Wood -0.83 Sep 14 16.42 7.30 25.10
Eliminate Fat Tails Larry Swedroe -0.85 Sep 14 0.73 0.33 3.29
JP Morgan Balanced Portfolio JP Morgan -0.87 Sep 14 1.50 1.81 6.36
Sheltered Sam 40/60 Bill Bernstein -0.87 Sep 14 0.85 1.37 3.10
Perfect Portfolio Ben Stein -0.88 Sep 14 2.62 1.76 7.86
Developed World ex-US 40/60 Momentum -0.89 Sep 14 0.77 0.28 -0.25
Edge Select Conservative Merrill Lynch -0.90 Sep 14 0.77 0.50 1.54
All Weather Portfolio Ray Dalio -0.91 Sep 14 2.42 -0.07 1.07
US Stocks -0.92 Sep 14 2.70 1.80 12.30
US Stocks ESG -0.92 Sep 14 3.11 1.77 14.89
Seven Value Scott Burns -0.92 Sep 14 1.99 3.82 6.33
All Weather Portfolio with Bitcoin Ray Dalio -0.92 Sep 14, 08:00PM 2.62 -0.02 1.25
Couch Potato Scott Burns -0.93 Sep 14 1.40 0.39 5.49
Andrew Tobias Portfolio Andrew Tobias -0.93 Sep 14 1.59 2.16 5.31
Six Ways from Sunday Scott Burns -0.93 Sep 14 1.95 3.35 5.77
US Inflation Protection -0.94 Sep 14 -0.02 -1.16 -1.26
Sheltered Sam 50/50 Bill Bernstein -0.94 Sep 14 1.03 1.75 3.94
Dynamic 40/60 Income The Lazy Team -0.95 Sep 14 0.97 0.09 2.61
Big Rocks Portfolio Larry Swedroe -0.95 Sep 14 0.88 2.51 5.33
Stocks/Bonds 20/80 Momentum -0.95 Sep 14 0.34 -1.64 2.20
Diavola Portfolio Davide Pisicchio -0.95 Sep 14 2.85 0.40 12.42
Coward's Portfolio Bill Bernstein -0.96 Sep 14 1.24 2.03 5.82
Stocks/Bonds 80/20 -0.96 Sep 14 2.27 1.35 9.43
Stocks/Bonds 60/40 with Bitcoin -0.97 Sep 14, 08:00PM 2.14 0.98 6.76
Simple Path to Wealth JL Collins -0.97 Sep 14 2.16 1.23 8.71
Dedalo Three Dedalo Invest -0.98 Sep 14 2.79 1.83 11.36
Pepperoni Portfolio Davide Pisicchio -0.99 Sep 14 1.89 0.23 7.80
Dedalo Four Dedalo Invest -1.00 Sep 14 2.24 1.33 8.66
GAA Global Asset Allocation Mebane Faber -1.00 Sep 14 2.09 0.17 2.33
Stocks/Bonds 60/40 -1.00 Sep 14 1.82 0.88 6.57
Stocks/Bonds 60/40 ESG -1.01 Sep 14 2.08 0.82 7.93
Sheltered Sam 60/40 Bill Bernstein -1.01 Sep 14 1.20 2.12 4.77
Stocks/Bonds 40/60 with Bitcoin -1.01 Sep 14, 08:00PM 1.68 0.49 3.89
Dedalo Eleven Dedalo Invest -1.02 Sep 14 2.35 1.03 7.66
One-Decision Portfolio Marvin Appel -1.02 Sep 14 0.22 1.15 4.24
Stocks/Bonds 40/60 -1.05 Sep 14 1.36 0.39 3.71
Total Bond Developed World ex-US -1.05 Sep 14 -0.21 -0.91 -2.00
Stocks/Bonds 40/60 ESG -1.05 Sep 14 1.53 0.32 4.52
Technology -1.06 Sep 14 4.18 -2.81 18.30
Four Square Scott Burns -1.07 Sep 14 1.42 0.50 3.48
Margaritaville Scott Burns -1.07 Sep 14 1.93 0.95 5.33
Second Grader's Starter Paul Farrell -1.07 Sep 14 2.55 1.63 8.51
Four Funds Bogleheads -1.07 Sep 14 2.30 1.35 7.19
Simple Money Portfolio Tim Maurer -1.08 Sep 14 1.11 2.60 3.97
Sheltered Sam 70/30 Bill Bernstein -1.08 Sep 14 1.36 2.48 5.59
Edge Select Aggressive Merrill Lynch -1.08 Sep 14 2.50 1.30 8.22
Stocks/Bonds 20/80 -1.09 Sep 14 0.87 -0.12 0.87
Three Funds Bogleheads -1.09 Sep 14 2.34 1.40 7.12
LifeStrategy Growth Fund Vanguard -1.10 Sep 14 2.31 1.39 6.97
LifeStrategy Moderate Growth Vanguard -1.10 Sep 14 1.81 0.90 4.78
Long Term Portfolio Ben Stein -1.10 Sep 14 1.49 2.00 6.95
LifeStrategy Conservative Growth Vanguard -1.10 Sep 14 1.30 0.38 2.55
Edge Select Moderately Aggressive Merrill Lynch -1.11 Sep 14 2.19 0.93 6.55
LifeStrategy Income Fund Vanguard -1.11 Sep 14 0.76 -0.16 0.30
US Stocks Quality -1.11 Sep 14 1.50 3.49 9.10
Lifepath Fund iShares -1.11 Sep 14 1.22 0.51 2.90
All Country World Bonds -1.12 Sep 14 0.19 -0.71 -1.75
All Country World 20/80 -1.12 Sep 14 0.80 -0.14 0.50
All Country World 40/60 -1.12 Sep 14 1.39 0.40 2.72
All Country World 60/40 -1.13 Sep 14 1.95 0.92 4.92
All Country World 80/20 -1.13 Sep 14 2.49 1.42 7.09
All Country World Stocks -1.13 Sep 14 3.01 1.90 9.25
Total Bond US -1.13 Sep 14 0.36 -0.65 -1.96
Capricciosa Portfolio Davide Pisicchio -1.14 Sep 14 1.93 0.36 4.87
Dynamic 60/40 Income The Lazy Team -1.14 Sep 14 0.29 0.53 3.26
Sheltered Sam 80/20 Bill Bernstein -1.15 Sep 14 1.53 2.84 6.40
Ultimate Buy&Hold FundAdvice -1.15 Sep 14 1.20 1.93 3.87
Edge Select Moderate Merrill Lynch -1.17 Sep 14 1.74 0.59 4.66
Robo Advisor 50 Value Tilt Betterment -1.17 Sep 14 1.38 1.04 3.51
Core Four Rick Ferri -1.17 Sep 14 1.89 1.38 6.81
Developed World ex-US 20/80 -1.17 Sep 14 0.56 -0.23 -0.59
Edge Select Moderately Conservative Merrill Lynch -1.18 Sep 14 1.33 0.22 2.78
Ideal Index Frank Armstrong -1.18 Sep 14 1.08 2.37 5.37
No Brainer Portfolio Bill Bernstein -1.18 Sep 14 1.30 2.24 7.44
Simple and Cheap Time Money Inc -1.21 Sep 14 1.26 0.88 4.13
Sheltered Sam 90/10 Bill Bernstein -1.22 Sep 14 1.69 3.19 7.20
Robo Advisor 100 Value Tilt Betterment -1.22 Sep 14 2.41 2.82 8.46
Sandwich Portfolio Bob Clyatt -1.23 Sep 14 1.27 0.91 3.96
Aggressive Global Income The Lazy Team -1.23 Sep 14 0.33 3.41 4.53
Tilt Toward Value Time Money Inc -1.23 Sep 14 1.11 1.29 4.38
High Yield Bonds Income The Lazy Team -1.23 Sep 14 0.81 -0.42 -0.18
Family Taxable Portfolio Ted Aronson -1.23 Sep 14 2.01 0.83 5.98
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.24 Sep 14 1.58 1.13 5.53
Robo Advisor 80 Value Tilt Betterment -1.24 Sep 14 2.35 1.69 6.69
Robo Advisor 90 Value Tilt Betterment -1.24 Sep 14 2.59 2.00 7.74
Desert Portfolio with Bitcoin Gyroscopic Investing -1.27 Sep 14, 08:00PM 2.00 0.29 1.23
Mid-Twenties Burton Malkiel -1.27 Sep 14 1.97 1.35 6.94
Late Thirties to Early Forties Burton Malkiel -1.28 Sep 14 1.87 1.37 6.69
Global Market Portfolio Credit Suisse -1.28 Sep 14 1.30 -0.25 1.75
Late Sixties and Beyond Burton Malkiel -1.28 Sep 14 1.13 1.29 5.02
Four Seasons Portfolio Davide Pisicchio -1.29 Sep 14 2.12 0.02 2.64
Sheltered Sam 100/0 Bill Bernstein -1.29 Sep 14 1.84 3.53 7.99
Developed World ex-US 40/60 -1.29 Sep 14 1.28 0.41 0.77
Five Fold Scott Burns -1.29 Sep 14 0.58 0.74 3.33
Larry Portfolio Larry Swedroe -1.30 Sep 14 0.80 0.64 1.29
US Stocks Minimum Volatility -1.30 Sep 14 3.67 5.42 4.55
Aggressive Portfolio Lyn Alden -1.31 Sep 14 2.34 1.36 5.66
Lazy Portfolio David Swensen -1.31 Sep 14 1.00 0.87 4.84
Margherita Portfolio Davide Pisicchio -1.31 Sep 14 1.85 -0.21 1.25
Mid-Fifties Burton Malkiel -1.31 Sep 14 1.57 1.31 5.96
Aim comfortable trip Aim Ways -1.33 Sep 14 2.24 0.90 0.81
Golden Ratio Portfolio Frank Vasquez -1.33 Sep 14 2.64 0.07 0.86
Nano Portfolio John Wasik -1.33 Sep 14 0.45 1.22 3.07
Moderate Portfolio Lyn Alden -1.33 Sep 14 2.26 1.04 4.89
Gretchen Tai Portfolio Gretchen Tai -1.35 Sep 14 2.02 0.89 5.17
Yale Endowment David Swensen -1.35 Sep 14 1.05 0.90 4.79
Desert Portfolio Gyroscopic Investing -1.36 Sep 14 1.82 0.14 0.60
In Saecula Saeculorum Fulvio Marchese -1.36 Sep 14 2.29 0.24 2.50
Ultimate Buy and Hold Strategy Paul Merriman -1.36 Sep 14 1.80 3.10 7.02
Coffeehouse Bill Schultheis -1.38 Sep 14 0.67 2.02 4.69
Conservative Portfolio Lyn Alden -1.38 Sep 14 1.88 1.19 3.36
Developed World ex-US 60/40 -1.41 Sep 14 1.97 1.01 2.07
Talmud Portfolio Roger Gibson -1.41 Sep 14 0.14 0.98 4.31
Permanent Portfolio with Bitcoin Harry Browne -1.45 Sep 14, 08:00PM 3.48 -0.31 -2.26
Ulcer Free Strategy Aim Ways -1.50 Sep 14 1.65 -2.03 -0.50
Gone Fishin' Portfolio Alexander Green -1.53 Sep 14 1.99 0.85 4.13
Developed World ex-US 80/20 -1.53 Sep 14 2.63 1.59 3.33
Emerging Markets Stocks -1.54 Sep 14 4.57 -1.80 7.65
Permanent Portfolio Harry Browne -1.54 Sep 14 3.30 -0.46 -2.84
Pinwheel Tyler -1.57 Sep 14 1.72 1.29 2.82
Odd-Stats Strategy Aim Ways -1.59 Sep 14 2.14 -0.34 1.83
PISI Portfolio Davide Pisicchio -1.60 Sep 14 1.89 -0.29 -0.22
10-year Treasury -1.60 Sep 14 0.12 -1.03 -3.49
Golden Butterfly with Bitcoin Tyler -1.61 Sep 14, 08:00PM 2.81 0.76 0.43
Developed World ex-US Stocks -1.65 Sep 14 3.26 2.14 4.54
Shield Strategy Aim Ways -1.66 Sep 14 3.43 -0.71 0.98
Golden Butterfly Tyler -1.70 Sep 14 2.64 0.61 -0.17
Cockroach Portfolio Tony Dong -1.74 Sep 14 1.85 1.92 -5.69
Paul Boyer Portfolio Paul Boyer -1.91 Sep 14 3.04 -0.69 -3.51
Simplified Permanent Portfolio The Lazy Team -1.98 Sep 14 3.12 -0.54 -3.21
US Stocks Equal Weight -2.00 Sep 14 2.04 5.46 7.91
Gold Pivot Ptf Aim Ways -2.01 Sep 14 4.18 -1.07 -3.40
Marc Faber Portfolio Marc Faber -2.07 Sep 14 2.49 0.10 -1.90
Weird Portfolio Value Stock Geek -2.17 Sep 14 2.15 0.86 -1.37
Cape US Sector Value Robert Shiller -2.22 Sep 14 0.49 2.81 -0.48
Stocks/Bonds 60/40 2x Leveraged -2.36 Sep 14 3.23 -0.13 9.22
Stocks/Bonds 40/60 2x Leveraged -2.62 Sep 14 2.28 -1.00 3.14
European Stocks -2.65 Sep 14 1.18 4.38 3.52
All Weather Portfolio 2x Leveraged Ray Dalio -2.72 Sep 14 4.98 0.16 -1.92
Desert Portfolio 2x Leveraged Gyroscopic Investing -3.21 Sep 14 3.37 -1.86 -3.47
Talmud Portfolio 2x Leveraged Roger Gibson -3.26 Sep 14 0.08 -0.22 4.04
Gold -3.81 Sep 14 9.93 -2.09 -15.57
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -3.97 Sep 14 5.62 -2.70 -9.76
Golden Butterfly 2x Leveraged Tyler -4.07 Sep 14 3.59 -0.37 -3.76