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
CWB
US Convertible Bonds -5.46 1.16 9.82
VTI
US Total Stock Market -0.49 4.26 8.77
EEM
Emerging Markets -6.31 0.68 9.01
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
DBC
Commodities 10.47 -5.31 20.55
PFF
US Preferred Stocks 0.40 -1.80 -1.44
EMB
Emerg. Market Bonds -1.44 0.07 0.59
HYG
US High Yield Bonds -0.15 0.37 0.92
BND
US Total Bond Market -1.28 -0.74 -0.75
BNDX
International Bonds -1.14 0.12 -0.29
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
BIL
US Cash 0.34 0.93 1.78
TIP
US TIPS -0.68 -0.95 0.02
VNQ
US REITs 2.61 3.63 11.11
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 13.15 Aug 12 -9.69 2.94 3.86
Gold 8.98 Aug 12 0.86 -12.30 -16.50
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 6.79 Aug 12 -1.74 -6.43 -9.06
Golden Butterfly 2x Leveraged Tyler 6.41 Aug 12 -2.52 -2.36 -1.60
Technology 5.19 Aug 12 -6.57 3.15 10.89
US Stocks Momentum 5.05 Aug 12 -12.61 5.61 17.31
Stocks/Bonds 60/40 2x Leveraged 4.45 Aug 12 -1.60 2.86 6.29
Desert Portfolio 2x Leveraged Gyroscopic Investing 4.45 Aug 12 -2.12 -2.48 -2.90
Gold Pivot Ptf Aim Ways 4.25 Aug 12 -1.25 -3.47 -4.08
All Weather Portfolio 2x Leveraged Ray Dalio 4.14 Aug 12 -1.87 -3.06 -0.36
Stocks/Bonds 80/20 Momentum 4.13 Aug 12 -10.86 4.47 13.76
Developed World ex-US Stocks Momentum 3.83 Aug 12 -2.19 1.61 4.07
Developed World ex-US Stocks 3.79 Aug 12 -0.88 3.19 7.42
Diavola Portfolio Davide Pisicchio 3.73 Aug 12 -2.10 3.55 8.41
US Stocks 3.70 Aug 12 -0.49 4.26 8.77
Emerging Markets Stocks 3.70 Aug 12 -6.31 0.68 9.01
Dedalo Three Dedalo Invest 3.68 Aug 12 -0.55 4.02 8.47
All Country World Stocks 3.64 Aug 12 -0.69 3.45 7.80
Shield Strategy Aim Ways 3.61 Aug 12 -1.53 -1.28 -0.40
US Stocks ESG 3.52 Aug 12 -0.17 5.19 9.06
Simplified Permanent Portfolio The Lazy Team 3.35 Aug 12 -0.63 -2.66 -2.91
Stocks/Bonds 40/60 2x Leveraged 3.29 Aug 12 -2.17 0.86 2.65
Warren Buffett Portfolio Warren Buffett 3.26 Aug 12 -0.07 3.93 7.75
Permanent Portfolio Harry Browne 3.26 Aug 12 -0.97 -2.55 -2.73
Second Grader's Starter Paul Farrell 3.24 Aug 12 -0.75 3.36 7.37
Stocks/Bonds 60/40 Momentum 3.20 Aug 12 -8.89 3.26 10.17
Robo Advisor 100 Value Tilt Betterment 3.15 Aug 12 -0.46 4.27 8.91
Robo Advisor 90 Value Tilt Betterment 3.13 Aug 12 -1.15 3.43 8.27
Paul Boyer Portfolio Paul Boyer 3.13 Aug 12 -2.08 -2.75 -2.06
Developed World ex-US 80/20 3.11 Aug 12 -0.93 2.62 5.94
Permanent Portfolio with Bitcoin Harry Browne 3.10 Aug 12, 08:00PM -0.89 -2.60 -2.73
Golden Butterfly Tyler 3.08 Aug 12 -0.90 -0.91 0.24
Golden Ratio Portfolio Frank Vasquez 3.05 Aug 12 -1.22 -0.68 1.14
Stocks/Bonds 80/20 3.04 Aug 12 -0.64 3.30 6.88
Edge Select Aggressive Merrill Lynch 3.02 Aug 12 -1.27 3.06 7.22
Dedalo Four Dedalo Invest 3.01 Aug 12 -0.66 3.27 6.73
All Country World 80/20 3.00 Aug 12 -0.80 2.74 6.19
Golden Butterfly with Bitcoin Tyler 2.92 Aug 12, 08:00PM -0.83 -0.96 0.25
Three Funds Bogleheads 2.91 Aug 12 -0.82 2.88 6.44
US Stocks Minimum Volatility 2.90 Aug 12 1.52 3.80 3.84
Dedalo Eleven Dedalo Invest 2.90 Aug 12 -1.10 2.95 6.80
LifeStrategy Growth Fund Vanguard 2.89 Aug 12 -0.82 2.90 6.43
Simple Path to Wealth JL Collins 2.88 Aug 12 -0.68 3.06 6.41
Four Funds Bogleheads 2.87 Aug 12 -0.77 2.86 6.51
Marc Faber Portfolio Marc Faber 2.86 Aug 12 0.18 -1.48 0.16
Robo Advisor 80 Value Tilt Betterment 2.83 Aug 12 -1.19 3.02 7.33
US Stocks Equal Weight 2.82 Aug 12 1.05 6.10 9.43
Aggressive Portfolio Lyn Alden 2.81 Aug 12 -0.64 2.54 6.26
US Stocks Quality 2.80 Aug 12 -0.05 6.01 8.77
Four Seasons Portfolio Davide Pisicchio 2.72 Aug 12 -0.74 0.27 1.93
In Saecula Saeculorum Fulvio Marchese 2.70 Aug 12 -0.74 0.31 1.67
Sheltered Sam 100/0 Bill Bernstein 2.70 Aug 12 0.11 4.51 9.54
Pepperoni Portfolio Davide Pisicchio 2.69 Aug 12 -1.43 2.39 5.83
Perfect Portfolio Ben Stein 2.68 Aug 12 -0.44 2.74 7.63
Moderate Portfolio Lyn Alden 2.67 Aug 12 -0.94 2.08 5.40
Family Taxable Portfolio Ted Aronson 2.65 Aug 12 -2.50 2.39 7.29
Weird Portfolio Value Stock Geek 2.64 Aug 12 0.13 -0.69 1.41
Capricciosa Portfolio Davide Pisicchio 2.63 Aug 12 -0.79 1.38 3.72
Aim comfortable trip Aim Ways 2.62 Aug 12 -0.23 0.29 1.36
Gone Fishin' Portfolio Alexander Green 2.62 Aug 12 -1.59 1.71 5.48
Edge Select Moderately Aggressive Merrill Lynch 2.57 Aug 12 -1.22 2.40 5.74
Mid-Twenties Burton Malkiel 2.51 Aug 12 -0.92 3.14 7.49
Core Four Rick Ferri 2.51 Aug 12 -0.53 2.92 6.71
Ulcer Free Strategy Aim Ways 2.50 Aug 12 -2.43 -1.24 0.09
Odd-Stats Strategy Aim Ways 2.46 Aug 12 -1.59 0.20 1.95
Sheltered Sam 90/10 Bill Bernstein 2.44 Aug 12 0.08 4.08 8.66
Developed World ex-US 60/40 Momentum 2.44 Aug 12 -1.80 1.04 2.38
Late Thirties to Early Forties Burton Malkiel 2.44 Aug 12 -0.84 3.11 7.30
Developed World ex-US 60/40 2.42 Aug 12 -0.98 2.03 4.43
Gretchen Tai Portfolio Gretchen Tai 2.41 Aug 12 -1.35 2.25 6.09
Conservative Portfolio Lyn Alden 2.39 Aug 12 -0.13 1.63 4.40
Stocks/Bonds 60/40 2.39 Aug 12 -0.79 2.33 4.99
No Brainer Portfolio Bill Bernstein 2.38 Aug 12 -0.79 3.56 7.93
Margherita Portfolio Davide Pisicchio 2.38 Aug 12 -0.75 -0.22 0.99
Cockroach Portfolio Tony Dong 2.37 Aug 12 0.42 -1.27 -1.24
Stocks/Bonds 60/40 with Bitcoin 2.37 Aug 12, 08:00PM -0.69 2.00 4.56
Ultimate Buy and Hold Strategy Paul Merriman 2.36 Aug 12 0.30 4.07 9.29
All Country World 60/40 2.36 Aug 12 -0.90 2.01 4.58
Margaritaville Scott Burns 2.35 Aug 12 -0.75 2.13 5.42
Stocks/Bonds 60/40 ESG 2.31 Aug 12 -0.62 2.83 5.06
Pinwheel Tyler 2.27 Aug 12 -0.18 1.36 4.46
Stocks/Bonds 40/60 Momentum 2.27 Aug 12 -6.67 1.99 6.56
LifeStrategy Moderate Growth Vanguard 2.27 Aug 12 -0.92 2.09 4.70
Robust Alpha Architect 2.24 Aug 12 -2.35 2.57 11.73
Andrew Tobias Portfolio Andrew Tobias 2.22 Aug 12 0.44 3.18 5.30
PISI Portfolio Davide Pisicchio 2.22 Aug 12 -0.98 -0.65 0.04
Desert Portfolio Gyroscopic Investing 2.19 Aug 12 -0.39 -0.29 0.44
Sheltered Sam 80/20 Bill Bernstein 2.19 Aug 12 0.06 3.63 7.76
Jane Bryant Quinn Portfolio Jane Bryant Quinn 2.16 Aug 12 -0.42 2.52 5.99
Mid-Fifties Burton Malkiel 2.15 Aug 12 -0.69 2.96 6.92
Long Term Portfolio Ben Stein 2.12 Aug 12 -0.27 3.43 7.63
US Stocks Value 2.09 Aug 12 1.94 4.08 7.56
All Weather Portfolio Ray Dalio 2.09 Aug 12 -1.01 -1.33 1.46
Edge Select Moderate Merrill Lynch 2.06 Aug 12 -1.22 1.74 4.30
Desert Portfolio with Bitcoin Gyroscopic Investing 2.03 Aug 12, 08:00PM -0.31 -0.34 0.45
All Weather Portfolio with Bitcoin Ray Dalio 2.00 Aug 12, 08:00PM -1.05 -1.44 1.07
GAA Global Asset Allocation Mebane Faber 1.94 Aug 12 -0.78 -0.28 3.12
Sheltered Sam 70/30 Bill Bernstein 1.94 Aug 12 0.03 3.18 6.86
Couch Potato Scott Burns 1.88 Aug 12 -0.59 1.71 4.42
JP Morgan Balanced Portfolio JP Morgan 1.87 Aug 12 0.09 2.21 6.71
Four Square Scott Burns 1.84 Aug 12 -0.85 1.63 3.99
European Stocks 1.83 Aug 12 2.32 5.38 5.43
Ideal Index Frank Armstrong 1.80 Aug 12 -0.30 3.22 7.23
Robo Advisor 50 Value Tilt Betterment 1.79 Aug 12 -0.91 2.01 4.42
Coward's Portfolio Bill Bernstein 1.76 Aug 12 -0.47 2.98 6.58
Simple and Cheap Time Money Inc 1.75 Aug 12 -0.58 2.07 4.99
Developed World ex-US 40/60 Momentum 1.75 Aug 12 -1.59 0.74 1.51
Stocks/Bonds 40/60 1.73 Aug 12 -0.95 1.33 3.08
Developed World ex-US 40/60 1.73 Aug 12 -1.03 1.42 2.89
All Country World 40/60 1.72 Aug 12 -1.02 1.25 2.94
Late Sixties and Beyond Burton Malkiel 1.72 Aug 12 -0.39 2.75 6.31
Sandwich Portfolio Bob Clyatt 1.72 Aug 12 -0.56 1.84 4.75
Stocks/Bonds 40/60 with Bitcoin 1.71 Aug 12, 08:00PM -0.84 0.99 2.65
Stocks/Bonds 40/60 ESG 1.71 Aug 12 -0.86 1.62 3.06
Sheltered Sam 60/40 Bill Bernstein 1.68 Aug 12 0.00 2.72 5.96
Tilt Toward Value Time Money Inc 1.67 Aug 12 -0.47 2.36 5.42
LifeStrategy Conservative Growth Vanguard 1.65 Aug 12 -1.02 1.26 2.95
Simple Money Portfolio Tim Maurer 1.63 Aug 12 0.83 2.97 5.60
Talmud Portfolio 2x Leveraged Roger Gibson 1.61 Aug 12 0.21 2.07 8.82
Yale Endowment David Swensen 1.59 Aug 12 -0.29 2.34 6.38
Seven Value Scott Burns 1.59 Aug 12 1.92 2.48 8.27
Five Asset Roger Gibson 1.59 Aug 12 2.22 0.67 9.59
Edge Select Moderately Conservative Merrill Lynch 1.58 Aug 12 -1.14 1.08 2.77
7Twelve Portfolio Craig Israelsen 1.56 Aug 12 1.75 0.45 9.60
Lifepath Fund iShares 1.55 Aug 12 -0.94 1.25 3.24
Lazy Portfolio David Swensen 1.51 Aug 12 -0.32 2.29 6.35
Ivy Portfolio Mebane Faber 1.50 Aug 12 2.63 0.13 10.69
Ultimate Buy&Hold FundAdvice 1.46 Aug 12 0.10 2.37 5.58
Coffeehouse Bill Schultheis 1.45 Aug 12 -0.50 2.81 6.44
Big Rocks Portfolio Larry Swedroe 1.44 Aug 12 0.28 3.15 6.62
Global Market Portfolio Credit Suisse 1.43 Aug 12 -1.69 0.86 2.94
Sheltered Sam 50/50 Bill Bernstein 1.43 Aug 12 -0.03 2.25 5.04
Six Ways from Sunday Scott Burns 1.37 Aug 12 2.10 1.75 7.77
Dynamic 40/60 Income The Lazy Team 1.35 Aug 12 -0.31 0.67 1.88
Stocks/Bonds 20/80 Momentum 1.35 Aug 12 -4.16 0.66 2.92
Aggressive Global Income The Lazy Team 1.30 Aug 12 1.93 3.58 8.26
Sheltered Sam 40/60 Bill Bernstein 1.17 Aug 12 -0.06 1.78 4.12
Five Fold Scott Burns 1.14 Aug 12 -0.13 2.05 5.42
All Country World 20/80 1.08 Aug 12 -1.13 0.48 1.28
Stocks/Bonds 20/80 1.08 Aug 12 -1.11 0.31 1.17
Nano Portfolio John Wasik 1.06 Aug 12 0.41 2.28 5.17
Developed World ex-US 20/80 1.04 Aug 12 -1.08 0.78 1.32
LifeStrategy Income Fund Vanguard 1.02 Aug 12 -1.13 0.40 1.18
Larry Portfolio Larry Swedroe 1.01 Aug 12 -0.79 0.70 2.57
Eliminate Fat Tails Larry Swedroe 0.99 Aug 12 -1.54 1.15 4.37
Cape US Sector Value Robert Shiller 0.97 Aug 12 1.40 1.30 0.07
Edge Select Conservative Merrill Lynch 0.95 Aug 12 -0.67 0.94 2.09
Sheltered Sam 30/70 Bill Bernstein 0.92 Aug 12 -0.09 1.30 3.18
Rob Arnott Portfolio Rob Arnott 0.91 Aug 12 0.19 -0.17 4.18
Dynamic 60/40 Income The Lazy Team 0.87 Aug 12 0.53 1.41 4.00
Robo Advisor 20 Value Tilt Betterment 0.87 Aug 12 -0.41 0.94 2.03
Talmud Portfolio Roger Gibson 0.82 Aug 12 0.33 2.45 6.42
Dimensional Retirement Income Fund DFA 0.78 Aug 12 -0.33 0.41 2.10
One-Decision Portfolio Marvin Appel 0.67 Aug 12 0.16 2.24 5.49
Sheltered Sam 20/80 Bill Bernstein 0.66 Aug 12 -0.12 0.80 2.24
High Yield Bonds Income The Lazy Team 0.61 Aug 12 -1.43 -0.33 -0.12
Robo Advisor 10 Value Tilt Betterment 0.55 Aug 12 -0.17 0.59 1.26
All Country World Bonds 0.44 Aug 12 -1.25 -0.32 -0.39
Total Bond US 0.42 Aug 12 -1.28 -0.74 -0.75
Sheltered Sam 10/90 Bill Bernstein 0.41 Aug 12 -0.15 0.30 1.30
Total Bond Developed World ex-US 0.35 Aug 12 -1.14 0.12 -0.29
10-year Treasury 0.35 Aug 12 -1.39 -1.16 -1.22
Robo Advisor 0 Betterment 0.23 Aug 12 0.11 0.25 0.50
Short Term Treasury 0.21 Aug 12 0.16 0.30 0.55
Conservative Income Charles Schwab 0.19 Aug 12 -0.47 0.00 0.77
Sheltered Sam 0/100 Bill Bernstein 0.15 Aug 12 -0.18 -0.20 0.34
US Cash 0.11 Aug 12 0.34 0.93 1.78
US Inflation Protection 0.07 Aug 12 -0.68 -0.95 0.02
Berkshire Hathaway Warren Buffett -0.34 Aug 12 2.37 7.68 6.10