Last Update - May 15 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 |
|
QQQ
|
US Technology | 6.17 | May 15 | 15.69 | 7.51 | 6.42 |
|
CWB
|
US Convertible Bonds | 3.55 | May 15 | 10.53 | 8.57 | 9.36 |
|
VPL
|
Pacific | 3.51 | May 15 | 9.78 | 8.58 | 20.29 |
|
SPY
|
US Large Cap | 2.85 | May 15 | 10.51 | 4.14 | 5.97 |
|
VTI
|
US Total Stock Market | 2.42 | May 15 | 10.40 | 4.32 | 6.22 |
|
EEM
|
Emerging Markets | 1.69 | May 15 | 12.68 | 8.27 | 17.37 |
|
VT
|
World All Countries | 1.53 | May 15 | 9.31 | 4.20 | 8.66 |
|
DBC
|
Commodities | 0.29 | May 15 | 7.43 | 27.30 | 40.50 |
|
BIL
|
US Cash | 0.18 | May 15 | 0.29 | 0.85 | 1.78 |
|
PFF
|
US Preferred Stocks | -0.26 | May 15 | 4.22 | 0.37 | 3.28 |
|
TIP
|
US TIPS | -0.35 | May 15 | 1.09 | 0.98 | 1.09 |
|
LQD
|
US Invest. Grade Bonds | -0.52 | May 15 | 0.28 | -0.44 | 0.09 |
|
EFA
|
EAFE Stocks | -0.59 | May 15 | 5.34 | 1.57 | 10.25 |
|
HYG
|
US High Yield Bonds | -0.63 | May 15 | 1.52 | 0.55 | 2.42 |
|
BND
|
US Total Bond Market | -0.71 | May 15 | 0.15 | -0.01 | 0.50 |
|
EMB
|
Emerg. Market Bonds | -0.71 | May 15 | 2.49 | 0.52 | 1.65 |
|
BNDX
|
International Bonds | -0.77 | May 15 | 0.23 | -0.41 | -0.59 |
|
GLD
|
Gold | -1.50 | May 15 | -1.54 | -4.78 | 15.09 |
|
VGK
|
Europe | -1.55 | May 15 | 5.71 | 0.05 | 10.06 |
|
TLT
|
US Long Term Treasuries | -1.93 | May 15 | -0.84 | -0.63 | -3.05 |
|
IJR
|
US Small Cap | -2.31 | May 15 | 10.29 | 8.10 | 17.11 |
|
VNQ
|
US REITs | -2.51 | May 15 | 8.60 | 7.22 | 10.17 |
|
FLLA
|
Latin America | -5.08 | May 15 | 2.97 | 5.51 | 28.72 |
| 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 | |
| Technology | 6.17 | May 15 | 15.69 | 7.51 | 6.42 | ||
| US Stocks Momentum | 5.03 | May 15 | 18.33 | 11.08 | 12.11 | ||
| Stocks/Bonds 80/20 Momentum | 3.88 | May 15 | 14.57 | 8.89 | 9.78 | ||
| US Stocks ESG | 3.31 | May 15 | 12.02 | 3.68 | 4.14 | ||
| Diavola Portfolio | Davide Pisicchio | 3.06 | May 15 | 10.62 | 4.70 | 5.71 | |
| Stocks/Bonds 60/40 Momentum | 2.74 | May 15 | 10.88 | 6.69 | 7.46 | ||
| Warren Buffett Portfolio | Warren Buffett | 2.56 | May 15 | 9.46 | 3.68 | 4.87 | |
| US Stocks | 2.42 | May 15 | 10.40 | 4.32 | 6.22 | ||
| Stocks/Bonds 60/40 2x Leveraged | 2.32 | May 15 | 11.99 | 3.34 | 4.04 | ||
| Dedalo Three | Dedalo Invest | 2.15 | May 15 | 10.07 | 4.28 | 6.96 | |
| Stocks/Bonds 80/20 | 1.79 | May 15 | 8.28 | 3.46 | 5.08 | ||
| Pepperoni Portfolio | Davide Pisicchio | 1.75 | May 15 | 7.20 | 3.36 | 4.43 | |
| Stocks/Bonds 60/40 ESG | 1.69 | May 15 | 7.09 | 2.17 | 2.64 | ||
| Emerging Markets Stocks | 1.69 | May 15 | 12.68 | 8.27 | 17.37 | ||
| Berkshire Hathaway | Warren Buffett | 1.67 | May 15 | -0.87 | -1.47 | -0.54 | |
| Simple Path to Wealth | JL Collins | 1.64 | May 15 | 7.76 | 3.25 | 4.79 | |
| Stocks/Bonds 40/60 Momentum | 1.59 | May 15 | 7.24 | 4.48 | 5.13 | ||
| Dedalo Four | Dedalo Invest | 1.56 | May 15 | 8.04 | 3.36 | 5.49 | |
| US Stocks Quality | 1.54 | May 15 | 8.05 | 2.60 | 6.13 | ||
| All Country World Stocks | 1.53 | May 15 | 9.31 | 4.20 | 8.66 | ||
| Second Grader's Starter | Paul Farrell | 1.41 | May 15 | 8.53 | 3.88 | 7.87 | |
| Edge Select Aggressive | Merrill Lynch | 1.41 | May 15 | 8.41 | 4.04 | 7.89 | |
| Dedalo Eleven | Dedalo Invest | 1.33 | May 15 | 8.13 | 3.75 | 7.40 | |
| Perfect Portfolio | Ben Stein | 1.26 | May 15 | 7.28 | 4.76 | 9.80 | |
| Stocks/Bonds 60/40 | 1.17 | May 15 | 6.20 | 2.60 | 3.93 | ||
| Stocks/Bonds 60/40 with Bitcoin | 1.14 | May 16, 08:00PM | 6.31 | 2.51 | 3.18 | ||
| Four Funds | Bogleheads | 1.14 | May 15 | 7.59 | 3.55 | 7.36 | |
| Edge Select Moderately Aggressive | Merrill Lynch | 1.11 | May 15 | 6.96 | 3.26 | 6.42 | |
| Three Funds | Bogleheads | 1.10 | May 15 | 7.50 | 3.46 | 7.30 | |
| All Country World 80/20 | 1.08 | May 15 | 7.53 | 3.36 | 7.00 | ||
| LifeStrategy Growth Fund | Vanguard | 1.05 | May 15 | 7.45 | 3.43 | 7.38 | |
| Shield Strategy | Aim Ways | 1.05 | May 15 | 4.31 | 0.89 | 5.88 | |
| Capricciosa Portfolio | Davide Pisicchio | 1.03 | May 15 | 5.55 | 2.31 | 4.67 | |
| Couch Potato | Scott Burns | 1.03 | May 15 | 5.64 | 2.66 | 3.67 | |
| Stocks/Bonds 40/60 ESG | 0.89 | May 15 | 4.72 | 1.42 | 1.89 | ||
| Core Four | Rick Ferri | 0.84 | May 15 | 7.52 | 3.69 | 7.18 | |
| Robust | Alpha Architect | 0.80 | May 15 | 8.68 | 8.93 | 14.13 | |
| Mid-Twenties | Burton Malkiel | 0.77 | May 15 | 8.22 | 4.22 | 8.67 | |
| Margaritaville | Scott Burns | 0.74 | May 15 | 6.40 | 3.22 | 6.99 | |
| Stocks/Bonds 40/60 2x Leveraged | 0.73 | May 15 | 7.58 | 1.77 | 1.91 | ||
| Robo Advisor 90 Value Tilt | Betterment | 0.72 | May 15 | 8.19 | 4.68 | 11.08 | |
| Four Seasons Portfolio | Davide Pisicchio | 0.70 | May 15 | 4.47 | 1.65 | 4.96 | |
| Late Thirties to Early Forties | Burton Malkiel | 0.69 | May 15 | 7.96 | 4.06 | 8.37 | |
| Edge Select Moderate | Merrill Lynch | 0.65 | May 15 | 5.39 | 2.52 | 5.14 | |
| All Country World 60/40 | 0.63 | May 15 | 5.77 | 2.52 | 5.33 | ||
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 0.62 | May 15 | 6.58 | 3.39 | 6.77 | |
| LifeStrategy Moderate Growth | Vanguard | 0.61 | May 15 | 5.62 | 2.56 | 5.59 | |
| In Saecula Saeculorum | Fulvio Marchese | 0.59 | May 15 | 4.40 | 1.36 | 4.64 | |
| Robo Advisor 100 Value Tilt | Betterment | 0.59 | May 15 | 8.44 | 4.45 | 10.91 | |
| Robo Advisor 80 Value Tilt | Betterment | 0.55 | May 15 | 7.37 | 4.19 | 9.93 | |
| Odd-Stats Strategy | Aim Ways | 0.54 | May 15 | 4.30 | 1.74 | 4.37 | |
| Stocks/Bonds 40/60 | 0.54 | May 15 | 4.15 | 1.73 | 2.79 | ||
| Andrew Tobias Portfolio | Andrew Tobias | 0.54 | May 15 | 5.24 | 2.05 | 5.96 | |
| Gretchen Tai Portfolio | Gretchen Tai | 0.51 | May 15 | 6.81 | 3.76 | 8.55 | |
| Stocks/Bonds 40/60 with Bitcoin | 0.51 | May 16, 08:00PM | 4.25 | 1.64 | 2.03 | ||
| Mid-Fifties | Burton Malkiel | 0.45 | May 15 | 7.42 | 3.85 | 7.86 | |
| Stocks/Bonds 20/80 Momentum | 0.44 | May 15 | 3.67 | 2.24 | 2.81 | ||
| Family Taxable Portfolio | Ted Aronson | 0.43 | May 15 | 7.38 | 4.78 | 9.76 | |
| Ulcer Free Strategy | Aim Ways | 0.43 | May 15 | 3.06 | 1.35 | 4.01 | |
| Developed World ex-US Stocks | 0.41 | May 15 | 7.37 | 4.10 | 14.93 | ||
| Margherita Portfolio | Davide Pisicchio | 0.38 | May 15 | 3.45 | 1.22 | 4.39 | |
| Four Square | Scott Burns | 0.35 | May 15 | 4.83 | 2.32 | 5.12 | |
| Edge Select Moderately Conservative | Merrill Lynch | 0.28 | May 15 | 3.81 | 1.67 | 3.60 | |
| Long Term Portfolio | Ben Stein | 0.28 | May 15 | 7.27 | 4.06 | 8.85 | |
| Simple and Cheap | Time Money Inc | 0.21 | May 15 | 5.55 | 2.86 | 5.72 | |
| Yale Endowment | David Swensen | 0.20 | May 15 | 6.71 | 3.94 | 7.32 | |
| All Country World 40/60 | 0.18 | May 15 | 4.01 | 1.66 | 3.66 | ||
| US Cash | 0.18 | May 15 | 0.29 | 0.85 | 1.78 | ||
| Developed World ex-US 80/20 | 0.17 | May 15 | 5.97 | 3.24 | 11.92 | ||
| JP Morgan Balanced Portfolio | JP Morgan | 0.17 | May 15 | 6.02 | 4.41 | 8.49 | |
| Late Sixties and Beyond | Burton Malkiel | 0.16 | May 15 | 6.48 | 3.46 | 6.91 | |
| LifeStrategy Conservative Growth | Vanguard | 0.16 | May 15 | 3.79 | 1.67 | 3.80 | |
| Gold Pivot Ptf | Aim Ways | 0.16 | May 15 | 2.14 | -0.63 | 6.99 | |
| Lazy Portfolio | David Swensen | 0.15 | May 15 | 6.77 | 3.97 | 7.08 | |
| Lifepath Fund | iShares | 0.15 | May 15 | 3.98 | 1.96 | 4.13 | |
| Sandwich Portfolio | Bob Clyatt | 0.13 | May 15 | 5.24 | 2.86 | 6.27 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 0.12 | May 16, 08:00PM | 3.07 | 0.79 | 2.87 | |
| Dynamic 40/60 Income | The Lazy Team | 0.12 | May 15 | 3.71 | 1.21 | 2.95 | |
| No Brainer Portfolio | Bill Bernstein | 0.11 | May 15 | 7.18 | 4.22 | 9.25 | |
| Desert Portfolio | Gyroscopic Investing | 0.11 | May 15 | 2.83 | 0.73 | 3.90 | |
| Dimensional Retirement Income Fund | DFA | 0.10 | May 15 | 2.35 | 1.59 | 3.12 | |
| Gone Fishin' Portfolio | Alexander Green | 0.09 | May 15 | 6.58 | 3.70 | 10.83 | |
| US Stocks Minimum Volatility | 0.06 | May 15 | 2.05 | 0.04 | 2.41 | ||
| Global Market Portfolio | Credit Suisse | 0.01 | May 15 | 4.30 | 2.06 | 4.13 | |
| Ark Tech Portfolio | Cathie Wood | 0.00 | May 15 | 13.37 | 0.90 | -9.47 | |
| Coward's Portfolio | Bill Bernstein | 0.00 | May 15 | 5.48 | 3.50 | 8.06 | |
| Golden Ratio Portfolio | Frank Vasquez | -0.03 | May 15 | 4.32 | 1.83 | 7.00 | |
| Robo Advisor 50 Value Tilt | Betterment | -0.04 | May 15 | 4.68 | 2.36 | 5.81 | |
| GAA Global Asset Allocation | Mebane Faber | -0.05 | May 15 | 4.10 | 3.41 | 7.12 | |
| Developed World ex-US 60/40 | -0.06 | May 15 | 4.56 | 2.36 | 8.87 | ||
| Tilt Toward Value | Time Money Inc | -0.06 | May 15 | 5.39 | 2.99 | 6.23 | |
| Sheltered Sam 100/0 | Bill Bernstein | -0.08 | May 15 | 7.83 | 4.81 | 13.27 | |
| Stocks/Bonds 20/80 | -0.08 | May 15 | 2.13 | 0.86 | 1.64 | ||
| Five Asset | Roger Gibson | -0.08 | May 15 | 6.88 | 8.86 | 14.17 | |
| PISI Portfolio | Davide Pisicchio | -0.09 | May 15 | 2.79 | 0.70 | 3.56 | |
| Sheltered Sam 90/10 | Bill Bernstein | -0.09 | May 15 | 7.11 | 4.40 | 12.06 | |
| Sheltered Sam 80/20 | Bill Bernstein | -0.11 | May 15 | 6.39 | 3.99 | 10.85 | |
| Sheltered Sam 70/30 | Bill Bernstein | -0.13 | May 15 | 5.67 | 3.57 | 9.64 | |
| Edge Select Conservative | Merrill Lynch | -0.14 | May 15 | 2.03 | 1.14 | 2.89 | |
| Aim comfortable trip | Aim Ways | -0.15 | May 15 | 3.09 | 1.06 | 7.36 | |
| Sheltered Sam 60/40 | Bill Bernstein | -0.15 | May 15 | 4.95 | 3.15 | 8.43 | |
| Eliminate Fat Tails | Larry Swedroe | -0.16 | May 15 | 4.00 | 3.19 | 6.12 | |
| Sheltered Sam 50/50 | Bill Bernstein | -0.17 | May 15 | 4.22 | 2.72 | 7.22 | |
| US Stocks Value | -0.18 | May 15 | 5.95 | 3.35 | 8.21 | ||
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | -0.19 | May 15 | 5.02 | -0.43 | 4.16 | |
| Sheltered Sam 40/60 | Bill Bernstein | -0.19 | May 15 | 3.49 | 2.30 | 6.01 | |
| Permanent Portfolio with Bitcoin | Harry Browne | -0.19 | May 16, 08:00PM | 2.14 | -0.13 | 4.50 | |
| Robo Advisor 20 Value Tilt | Betterment | -0.19 | May 15 | 2.03 | 1.09 | 3.00 | |
| Developed World ex-US Stocks Momentum | -0.19 | May 15 | 8.12 | 2.43 | 12.89 | ||
| Seven Value | Scott Burns | -0.21 | May 15 | 4.05 | 5.65 | 11.44 | |
| Robo Advisor 10 Value Tilt | Betterment | -0.21 | May 15 | 1.11 | 0.66 | 2.08 | |
| Permanent Portfolio | Harry Browne | -0.21 | May 15 | 1.91 | -0.19 | 5.50 | |
| Sheltered Sam 30/70 | Bill Bernstein | -0.21 | May 15 | 2.76 | 1.86 | 4.79 | |
| Short Term Treasury | -0.22 | May 15 | 0.19 | 0.25 | 1.20 | ||
| Five Fold | Scott Burns | -0.22 | May 15 | 5.59 | 3.30 | 6.14 | |
| Sheltered Sam 20/80 | Bill Bernstein | -0.23 | May 15 | 2.02 | 1.43 | 3.58 | |
| Dynamic 60/40 Income | The Lazy Team | -0.24 | May 15 | 4.95 | 2.56 | 4.67 | |
| Robo Advisor 0 | Betterment | -0.24 | May 15 | 0.20 | 0.24 | 1.19 | |
| Six Ways from Sunday | Scott Burns | -0.24 | May 15 | 3.82 | 5.92 | 11.27 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | -0.24 | May 15 | 8.10 | 5.01 | 13.72 | |
| Sheltered Sam 10/90 | Bill Bernstein | -0.25 | May 15 | 1.29 | 0.99 | 2.37 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | -0.25 | May 16, 08:00PM | 3.33 | 2.55 | 3.80 | |
| All Weather Portfolio | Ray Dalio | -0.25 | May 15 | 3.20 | 2.83 | 5.06 | |
| Ivy Portfolio | Mebane Faber | -0.25 | May 15 | 6.68 | 10.55 | 15.90 | |
| One-Decision Portfolio | Marvin Appel | -0.27 | May 15 | 4.85 | 3.18 | 5.54 | |
| Talmud Portfolio | Roger Gibson | -0.27 | May 15 | 6.34 | 3.87 | 5.63 | |
| Sheltered Sam 0/100 | Bill Bernstein | -0.27 | May 15 | 0.55 | 0.54 | 1.15 | |
| All Country World 20/80 | -0.28 | May 15 | 2.26 | 0.80 | 1.99 | ||
| LifeStrategy Income Fund | Vanguard | -0.28 | May 15 | 1.98 | 0.77 | 1.99 | |
| Developed World ex-US 40/60 | -0.30 | May 15 | 3.14 | 1.45 | 5.77 | ||
| Nano Portfolio | John Wasik | -0.35 | May 15 | 5.08 | 2.83 | 5.73 | |
| US Inflation Protection | -0.35 | May 15 | 1.09 | 0.98 | 1.09 | ||
| Simplified Permanent Portfolio | The Lazy Team | -0.38 | May 15 | 1.98 | -0.27 | 5.71 | |
| Big Rocks Portfolio | Larry Swedroe | -0.39 | May 15 | 5.05 | 3.36 | 8.50 | |
| Ultimate Buy&Hold | FundAdvice | -0.40 | May 15 | 4.97 | 3.13 | 8.57 | |
| Rob Arnott Portfolio | Rob Arnott | -0.41 | May 15 | 3.66 | 4.36 | 6.64 | |
| Developed World ex-US 60/40 Momentum | -0.42 | May 15 | 4.97 | 1.33 | 7.67 | ||
| 7Twelve Portfolio | Craig Israelsen | -0.43 | May 15 | 5.79 | 9.11 | 14.02 | |
| Ideal Index | Frank Armstrong | -0.43 | May 15 | 5.89 | 3.88 | 9.55 | |
| Simple Money Portfolio | Tim Maurer | -0.44 | May 15 | 4.31 | 2.55 | 8.44 | |
| Pinwheel | Tyler | -0.47 | May 15 | 5.66 | 3.07 | 9.52 | |
| Conservative Income | Charles Schwab | -0.51 | May 15 | 0.88 | 0.77 | 1.49 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | -0.53 | May 15 | 3.49 | 2.79 | 7.01 | |
| Developed World ex-US 20/80 | -0.53 | May 15 | 1.69 | 0.53 | 2.62 | ||
| Developed World ex-US 40/60 Momentum | -0.54 | May 15 | 3.39 | 0.76 | 4.98 | ||
| High Yield Bonds Income | The Lazy Team | -0.64 | May 15 | 1.52 | 0.21 | 1.41 | |
| Total Bond US | -0.71 | May 15 | 0.15 | -0.01 | 0.50 | ||
| Marc Faber Portfolio | Marc Faber | -0.71 | May 15 | 4.14 | 1.67 | 9.52 | |
| All Country World Bonds | -0.73 | May 15 | 0.53 | -0.07 | 0.30 | ||
| Coffeehouse | Bill Schultheis | -0.75 | May 15 | 5.25 | 3.52 | 7.82 | |
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | -0.76 | May 15 | 3.40 | -2.81 | 8.02 | |
| Total Bond Developed World ex-US | -0.77 | May 15 | 0.23 | -0.41 | -0.59 | ||
| Golden Butterfly with Bitcoin | Tyler | -0.79 | May 16, 08:00PM | 3.61 | 1.22 | 6.80 | |
| Golden Butterfly | Tyler | -0.81 | May 15 | 3.38 | 1.16 | 7.83 | |
| Larry Portfolio | Larry Swedroe | -0.84 | May 15 | 2.85 | 1.86 | 5.26 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | -0.90 | May 15 | 12.54 | 6.61 | 7.90 | |
| US Stocks Equal Weight | -0.92 | May 15 | 6.00 | 3.15 | 9.15 | ||
| Paul Boyer Portfolio | Paul Boyer | -0.99 | May 15 | 2.32 | 0.71 | 8.07 | |
| Cape US Sector Value | Robert Shiller | -1.03 | May 15 | 5.50 | -1.21 | 3.92 | |
| Aggressive Global Income | The Lazy Team | -1.07 | May 15 | 4.48 | 4.52 | 12.05 | |
| 10-year Treasury | -1.22 | May 15 | -0.15 | -0.06 | -0.07 | ||
| Gold | -1.50 | May 15 | -1.54 | -4.78 | 15.09 | ||
| European Stocks | -1.55 | May 15 | 5.71 | 0.05 | 10.06 | ||
| Golden Butterfly 2x Leveraged | Tyler | -1.57 | May 15 | 7.11 | 0.78 | 12.89 | |
| Weird Portfolio | Value Stock Geek | -1.61 | May 15 | 4.35 | 2.12 | 10.82 | |
| Cockroach Portfolio | Tony Dong | -1.86 | May 15 | 0.59 | 0.03 | 7.51 | |
