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
EEM
Emerging Markets -6.31 0.68 9.01
CWB
US Convertible Bonds -5.46 1.16 9.82
VT
World All Countries -0.69 3.45 7.80
VTI
US Total Stock Market -0.49 4.26 8.77
DBC
Commodities 10.47 -5.31 20.55
SPY
US Large Cap Blend 0.03 4.22 8.53
IJR
US Small Cap Blend -1.92 6.42 15.04
EFA
EAFE Stocks 1.64 4.82 6.46
PFF
US Preferred Stocks 0.40 -1.80 -1.44
HYG
US High Yield Bonds -0.15 0.37 0.92
EMB
Emerg. Market Bonds -1.44 0.07 0.59
BND
US Total Bond Market -1.28 -0.74 -0.75
BIL
US Cash 0.34 0.93 1.78
BNDX
International Bonds -1.14 0.12 -0.29
TIP
US TIPS -0.68 -0.95 0.02
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
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 13.38 Aug 17 -9.69 2.94 3.86
Gold 9.14 Aug 17 0.86 -12.30 -16.50
US Stocks Momentum 7.50 Aug 17 -12.61 5.61 17.31
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 6.79 Aug 17 -1.74 -6.43 -9.06
Golden Butterfly 2x Leveraged Tyler 6.61 Aug 17 -2.52 -2.36 -1.60
Technology 6.09 Aug 17 -6.57 3.15 10.89
Stocks/Bonds 80/20 Momentum 6.05 Aug 17 -10.86 4.47 13.76
Emerging Markets Stocks 5.04 Aug 17 -6.31 0.68 9.01
Developed World ex-US Stocks Momentum 4.75 Aug 17 -2.19 1.61 4.07
Stocks/Bonds 60/40 Momentum 4.60 Aug 17 -8.89 3.26 10.17
Desert Portfolio 2x Leveraged Gyroscopic Investing 4.42 Aug 17 -2.12 -2.48 -2.90
Stocks/Bonds 60/40 2x Leveraged 4.40 Aug 17 -1.60 2.86 6.29
Developed World ex-US Stocks 4.35 Aug 17 -0.88 3.19 7.42
Gold Pivot Ptf Aim Ways 4.32 Aug 17 -1.25 -3.47 -4.08
Diavola Portfolio Davide Pisicchio 4.02 Aug 17 -2.10 3.55 8.41
All Weather Portfolio 2x Leveraged Ray Dalio 3.91 Aug 17 -1.87 -3.06 -0.36
All Country World Stocks 3.83 Aug 17 -0.69 3.45 7.80
Dedalo Three Dedalo Invest 3.80 Aug 17 -0.55 4.02 8.47
US Stocks 3.78 Aug 17 -0.49 4.26 8.77
Shield Strategy Aim Ways 3.69 Aug 17 -1.53 -1.28 -0.40
Robo Advisor 90 Value Tilt Betterment 3.53 Aug 17 -1.15 3.43 8.27
US Stocks ESG 3.49 Aug 17 -0.17 5.19 9.06
Developed World ex-US 80/20 3.48 Aug 17 -0.93 2.62 5.94
Robo Advisor 100 Value Tilt Betterment 3.45 Aug 17 -0.46 4.27 8.91
Second Grader's Starter Paul Farrell 3.38 Aug 17 -0.75 3.36 7.37
Simplified Permanent Portfolio The Lazy Team 3.34 Aug 17 -0.63 -2.66 -2.91
Warren Buffett Portfolio Warren Buffett 3.29 Aug 17 -0.07 3.93 7.75
Robust Alpha Architect 3.28 Aug 17 -2.35 2.57 11.73
Edge Select Aggressive Merrill Lynch 3.26 Aug 17 -1.27 3.06 7.22
Stocks/Bonds 40/60 2x Leveraged 3.24 Aug 17 -2.17 0.86 2.65
Paul Boyer Portfolio Paul Boyer 3.19 Aug 17 -2.08 -2.75 -2.06
Robo Advisor 80 Value Tilt Betterment 3.16 Aug 17 -1.19 3.02 7.33
Stocks/Bonds 40/60 Momentum 3.15 Aug 17 -6.67 1.99 6.56
Marc Faber Portfolio Marc Faber 3.12 Aug 17 0.18 -1.48 0.16
Perfect Portfolio Ben Stein 3.11 Aug 17 -0.44 2.74 7.63
All Country World 80/20 3.10 Aug 17 -0.80 2.74 6.19
Permanent Portfolio Harry Browne 3.09 Aug 17 -0.97 -2.55 -2.73
Stocks/Bonds 80/20 3.07 Aug 17 -0.64 3.30 6.88
Golden Butterfly Tyler 3.07 Aug 17 -0.90 -0.91 0.24
Sheltered Sam 100/0 Bill Bernstein 3.05 Aug 17 0.11 4.51 9.54
Dedalo Four Dedalo Invest 3.04 Aug 17 -0.66 3.27 6.73
Dedalo Eleven Dedalo Invest 3.03 Aug 17 -1.10 2.95 6.80
Three Funds Bogleheads 3.03 Aug 17 -0.82 2.88 6.44
LifeStrategy Growth Fund Vanguard 3.01 Aug 17 -0.82 2.90 6.43
Four Funds Bogleheads 2.99 Aug 17 -0.77 2.86 6.51
Family Taxable Portfolio Ted Aronson 2.99 Aug 17 -2.50 2.39 7.29
Gone Fishin' Portfolio Alexander Green 2.99 Aug 17 -1.59 1.71 5.48
Golden Ratio Portfolio Frank Vasquez 2.98 Aug 17 -1.22 -0.68 1.14
Aggressive Portfolio Lyn Alden 2.97 Aug 17 -0.64 2.54 6.26
Permanent Portfolio with Bitcoin Harry Browne 2.96 Aug 17, 08:00PM -0.89 -2.60 -2.73
Golden Butterfly with Bitcoin Tyler 2.93 Aug 17, 08:00PM -0.83 -0.96 0.25
Simple Path to Wealth JL Collins 2.90 Aug 17 -0.68 3.06 6.41
Pepperoni Portfolio Davide Pisicchio 2.87 Aug 17 -1.43 2.39 5.83
Developed World ex-US 60/40 Momentum 2.85 Aug 17 -1.80 1.04 2.38
Moderate Portfolio Lyn Alden 2.84 Aug 17 -0.94 2.08 5.40
Ultimate Buy and Hold Strategy Paul Merriman 2.80 Aug 17 0.30 4.07 9.29
Four Seasons Portfolio Davide Pisicchio 2.78 Aug 17 -0.74 0.27 1.93
Mid-Twenties Burton Malkiel 2.76 Aug 17 -0.92 3.14 7.49
Sheltered Sam 90/10 Bill Bernstein 2.76 Aug 17 0.08 4.08 8.66
Weird Portfolio Value Stock Geek 2.74 Aug 17 0.13 -0.69 1.41
Edge Select Moderately Aggressive Merrill Lynch 2.74 Aug 17 -1.22 2.40 5.74
Capricciosa Portfolio Davide Pisicchio 2.71 Aug 17 -0.79 1.38 3.72
US Stocks Equal Weight 2.69 Aug 17 1.05 6.10 9.43
Gretchen Tai Portfolio Gretchen Tai 2.68 Aug 17 -1.35 2.25 6.09
In Saecula Saeculorum Fulvio Marchese 2.68 Aug 17 -0.74 0.31 1.67
Aim comfortable trip Aim Ways 2.66 Aug 17 -0.23 0.29 1.36
Core Four Rick Ferri 2.66 Aug 17 -0.53 2.92 6.71
No Brainer Portfolio Bill Bernstein 2.64 Aug 17 -0.79 3.56 7.93
Late Thirties to Early Forties Burton Malkiel 2.64 Aug 17 -0.84 3.11 7.30
Developed World ex-US 60/40 2.61 Aug 17 -0.98 2.03 4.43
Pinwheel Tyler 2.60 Aug 17 -0.18 1.36 4.46
Odd-Stats Strategy Aim Ways 2.58 Aug 17 -1.59 0.20 1.95
Ulcer Free Strategy Aim Ways 2.55 Aug 17 -2.43 -1.24 0.09
US Stocks Minimum Volatility 2.52 Aug 17 1.52 3.80 3.84
Sheltered Sam 80/20 Bill Bernstein 2.47 Aug 17 0.06 3.63 7.76
Margaritaville Scott Burns 2.46 Aug 17 -0.75 2.13 5.42
Margherita Portfolio Davide Pisicchio 2.44 Aug 17 -0.75 -0.22 0.99
US Stocks Quality 2.42 Aug 17 -0.05 6.01 8.77
Conservative Portfolio Lyn Alden 2.42 Aug 17 -0.13 1.63 4.40
Long Term Portfolio Ben Stein 2.40 Aug 17 -0.27 3.43 7.63
All Country World 60/40 2.38 Aug 17 -0.90 2.01 4.58
Stocks/Bonds 60/40 with Bitcoin 2.37 Aug 17, 08:00PM -0.69 2.00 4.56
Stocks/Bonds 60/40 2.37 Aug 17 -0.79 2.33 4.99
Jane Bryant Quinn Portfolio Jane Bryant Quinn 2.33 Aug 17 -0.42 2.52 5.99
LifeStrategy Moderate Growth Vanguard 2.30 Aug 17 -0.92 2.09 4.70
Mid-Fifties Burton Malkiel 2.29 Aug 17 -0.69 2.96 6.92
Andrew Tobias Portfolio Andrew Tobias 2.27 Aug 17 0.44 3.18 5.30
Desert Portfolio Gyroscopic Investing 2.26 Aug 17 -0.39 -0.29 0.44
Cockroach Portfolio Tony Dong 2.26 Aug 17 0.42 -1.27 -1.24
Stocks/Bonds 60/40 ESG 2.18 Aug 17 -0.62 2.83 5.06
Sheltered Sam 70/30 Bill Bernstein 2.18 Aug 17 0.03 3.18 6.86
Edge Select Moderate Merrill Lynch 2.15 Aug 17 -1.22 1.74 4.30
PISI Portfolio Davide Pisicchio 2.15 Aug 17 -0.98 -0.65 0.04
US Stocks Value 2.14 Aug 17 1.94 4.08 7.56
Desert Portfolio with Bitcoin Gyroscopic Investing 2.13 Aug 17, 08:00PM -0.31 -0.34 0.45
Ideal Index Frank Armstrong 2.10 Aug 17 -0.30 3.22 7.23
Talmud Portfolio 2x Leveraged Roger Gibson 2.09 Aug 17 0.21 2.07 8.82
7Twelve Portfolio Craig Israelsen 2.08 Aug 17 1.75 0.45 9.60
Seven Value Scott Burns 2.08 Aug 17 1.92 2.48 8.27
Five Asset Roger Gibson 2.07 Aug 17 2.22 0.67 9.59
Coward's Portfolio Bill Bernstein 2.06 Aug 17 -0.47 2.98 6.58
JP Morgan Balanced Portfolio JP Morgan 2.06 Aug 17 0.09 2.21 6.71
Ivy Portfolio Mebane Faber 1.98 Aug 17 2.63 0.13 10.69
Sandwich Portfolio Bob Clyatt 1.93 Aug 17 -0.56 1.84 4.75
GAA Global Asset Allocation Mebane Faber 1.93 Aug 17 -0.78 -0.28 3.12
Six Ways from Sunday Scott Burns 1.91 Aug 17 2.10 1.75 7.77
Developed World ex-US 40/60 Momentum 1.90 Aug 17 -1.59 0.74 1.51
Sheltered Sam 60/40 Bill Bernstein 1.89 Aug 17 0.00 2.72 5.96
Yale Endowment David Swensen 1.89 Aug 17 -0.29 2.34 6.38
All Weather Portfolio Ray Dalio 1.88 Aug 17 -1.01 -1.33 1.46
Couch Potato Scott Burns 1.85 Aug 17 -0.59 1.71 4.42
Simple and Cheap Time Money Inc 1.84 Aug 17 -0.58 2.07 4.99
Four Square Scott Burns 1.83 Aug 17 -0.85 1.63 3.99
Robo Advisor 50 Value Tilt Betterment 1.83 Aug 17 -0.91 2.01 4.42
All Weather Portfolio with Bitcoin Ray Dalio 1.79 Aug 17, 08:00PM -1.05 -1.44 1.07
Late Sixties and Beyond Burton Malkiel 1.79 Aug 17 -0.39 2.75 6.31
Lazy Portfolio David Swensen 1.78 Aug 17 -0.32 2.29 6.35
Ultimate Buy&Hold FundAdvice 1.77 Aug 17 0.10 2.37 5.58
Tilt Toward Value Time Money Inc 1.76 Aug 17 -0.47 2.36 5.42
Developed World ex-US 40/60 1.74 Aug 17 -1.03 1.42 2.89
Simple Money Portfolio Tim Maurer 1.74 Aug 17 0.83 2.97 5.60
Stocks/Bonds 20/80 Momentum 1.70 Aug 17 -4.16 0.66 2.92
Big Rocks Portfolio Larry Swedroe 1.70 Aug 17 0.28 3.15 6.62
Stocks/Bonds 40/60 with Bitcoin 1.67 Aug 17, 08:00PM -0.84 0.99 2.65
European Stocks 1.67 Aug 17 2.32 5.38 5.43
Stocks/Bonds 40/60 1.66 Aug 17 -0.95 1.33 3.08
All Country World 40/60 1.65 Aug 17 -1.02 1.25 2.94
Coffeehouse Bill Schultheis 1.61 Aug 17 -0.50 2.81 6.44
Sheltered Sam 50/50 Bill Bernstein 1.60 Aug 17 -0.03 2.25 5.04
LifeStrategy Conservative Growth Vanguard 1.59 Aug 17 -1.02 1.26 2.95
Edge Select Moderately Conservative Merrill Lynch 1.58 Aug 17 -1.14 1.08 2.77
Lifepath Fund iShares 1.54 Aug 17 -0.94 1.25 3.24
Stocks/Bonds 40/60 ESG 1.53 Aug 17 -0.86 1.62 3.06
Sheltered Sam 40/60 Bill Bernstein 1.31 Aug 17 -0.06 1.78 4.12
Global Market Portfolio Credit Suisse 1.31 Aug 17 -1.69 0.86 2.94
Larry Portfolio Larry Swedroe 1.27 Aug 17 -0.79 0.70 2.57
Five Fold Scott Burns 1.27 Aug 17 -0.13 2.05 5.42
Dynamic 40/60 Income The Lazy Team 1.24 Aug 17 -0.31 0.67 1.88
Eliminate Fat Tails Larry Swedroe 1.24 Aug 17 -1.54 1.15 4.37
Nano Portfolio John Wasik 1.14 Aug 17 0.41 2.28 5.17
Aggressive Global Income The Lazy Team 1.10 Aug 17 1.93 3.58 8.26
Sheltered Sam 30/70 Bill Bernstein 1.02 Aug 17 -0.09 1.30 3.18
Talmud Portfolio Roger Gibson 1.02 Aug 17 0.33 2.45 6.42
Stocks/Bonds 20/80 0.96 Aug 17 -1.11 0.31 1.17
Dynamic 60/40 Income The Lazy Team 0.95 Aug 17 0.53 1.41 4.00
Edge Select Conservative Merrill Lynch 0.93 Aug 17 -0.67 0.94 2.09
All Country World 20/80 0.92 Aug 17 -1.13 0.48 1.28
Robo Advisor 20 Value Tilt Betterment 0.91 Aug 17 -0.41 0.94 2.03
Dimensional Retirement Income Fund DFA 0.91 Aug 14 -0.33 0.41 2.10
Rob Arnott Portfolio Rob Arnott 0.91 Aug 17 0.19 -0.17 4.18
LifeStrategy Income Fund Vanguard 0.88 Aug 17 -1.13 0.40 1.18
Developed World ex-US 20/80 0.87 Aug 17 -1.08 0.78 1.32
One-Decision Portfolio Marvin Appel 0.80 Aug 17 0.16 2.24 5.49
Sheltered Sam 20/80 Bill Bernstein 0.73 Aug 17 -0.12 0.80 2.24
Robo Advisor 10 Value Tilt Betterment 0.62 Aug 17 -0.17 0.59 1.26
Cape US Sector Value Robert Shiller 0.56 Aug 17 1.40 1.30 0.07
Sheltered Sam 10/90 Bill Bernstein 0.44 Aug 17 -0.15 0.30 1.30
High Yield Bonds Income The Lazy Team 0.36 Aug 17 -1.43 -0.33 -0.12
Robo Advisor 0 Betterment 0.32 Aug 17 0.11 0.25 0.50
Short Term Treasury 0.31 Aug 17 0.16 0.30 0.55
Total Bond US 0.25 Aug 17 -1.28 -0.74 -0.75
10-year Treasury 0.22 Aug 17 -1.39 -1.16 -1.22
All Country World Bonds 0.20 Aug 17 -1.25 -0.32 -0.39
US Cash 0.16 Aug 17 0.34 0.93 1.78
Sheltered Sam 0/100 Bill Bernstein 0.16 Aug 17 -0.18 -0.20 0.34
Conservative Income Charles Schwab 0.12 Aug 17 -0.47 0.00 0.77
Total Bond Developed World ex-US 0.00 Aug 17 -1.14 0.12 -0.29
US Inflation Protection -0.07 Aug 17 -0.68 -0.95 0.02
Berkshire Hathaway Warren Buffett -2.50 Aug 17 2.37 7.68 6.10