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
SPY
US Large Cap Blend 0.03 4.22 8.53
VT
World All Countries -0.69 3.45 7.80
IJR
US Small Cap Blend -1.92 6.42 15.04
EFA
EAFE Stocks 1.64 4.82 6.46
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
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
PFF
US Preferred Stocks 0.40 -1.80 -1.44
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
BNDX
International Bonds -1.14 0.12 -0.29
HYG
US High Yield Bonds -0.15 0.37 0.92
BND
US Total Bond Market -1.28 -0.74 -0.75
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
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 5.78 Aug 06 -9.69 2.94 3.86
Gold 4.76 Aug 06 0.86 -12.30 -16.50
Golden Butterfly 2x Leveraged Tyler 4.75 Aug 06 -2.52 -2.36 -1.60
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 4.69 Aug 06 -1.74 -6.43 -9.06
Stocks/Bonds 60/40 2x Leveraged 4.21 Aug 06 -1.60 2.86 6.29
Technology 3.97 Aug 06 -6.57 3.15 10.89
Desert Portfolio 2x Leveraged Gyroscopic Investing 3.71 Aug 06 -2.12 -2.48 -2.90
US Stocks Momentum 3.43 Aug 06 -12.61 5.61 17.31
Stocks/Bonds 40/60 2x Leveraged 3.35 Aug 06 -2.17 0.86 2.65
US Stocks ESG 3.09 Aug 06 -0.17 5.19 9.06
US Stocks 3.02 Aug 06 -0.49 4.26 8.77
Diavola Portfolio Davide Pisicchio 2.97 Aug 06 -2.10 3.55 8.41
All Weather Portfolio 2x Leveraged Ray Dalio 2.94 Aug 06 -1.87 -3.06 -0.36
Dedalo Three Dedalo Invest 2.92 Aug 06 -0.55 4.02 8.47
Stocks/Bonds 80/20 Momentum 2.82 Aug 06 -10.86 4.47 13.76
Warren Buffett Portfolio Warren Buffett 2.74 Aug 06 -0.07 3.93 7.75
All Country World Stocks 2.69 Aug 06 -0.69 3.45 7.80
Talmud Portfolio 2x Leveraged Roger Gibson 2.63 Aug 06 0.21 2.07 8.82
Gold Pivot Ptf Aim Ways 2.59 Aug 06 -1.25 -3.47 -4.08
US Stocks Quality 2.54 Aug 06 -0.05 6.01 8.77
Berkshire Hathaway Warren Buffett 2.52 Aug 06 2.37 7.68 6.10
Stocks/Bonds 80/20 2.50 Aug 06 -0.64 3.30 6.88
Shield Strategy Aim Ways 2.45 Aug 06 -1.53 -1.28 -0.40
Dedalo Four Dedalo Invest 2.44 Aug 06 -0.66 3.27 6.73
Second Grader's Starter Paul Farrell 2.41 Aug 06 -0.75 3.36 7.37
Simple Path to Wealth JL Collins 2.36 Aug 06 -0.68 3.06 6.41
All Country World 80/20 2.25 Aug 06 -0.80 2.74 6.19
Stocks/Bonds 60/40 Momentum 2.21 Aug 06 -8.89 3.26 10.17
Edge Select Aggressive Merrill Lynch 2.21 Aug 06 -1.27 3.06 7.22
Developed World ex-US Stocks 2.19 Aug 06 -0.88 3.19 7.42
Golden Ratio Portfolio Frank Vasquez 2.17 Aug 06 -1.22 -0.68 1.14
Three Funds Bogleheads 2.15 Aug 06 -0.82 2.88 6.44
LifeStrategy Growth Fund Vanguard 2.13 Aug 06 -0.82 2.90 6.43
Permanent Portfolio Harry Browne 2.13 Aug 06 -0.97 -2.55 -2.73
Simplified Permanent Portfolio The Lazy Team 2.12 Aug 06 -0.63 -2.66 -2.91
Dedalo Eleven Dedalo Invest 2.11 Aug 06 -1.10 2.95 6.80
Four Funds Bogleheads 2.11 Aug 06 -0.77 2.86 6.51
Robo Advisor 100 Value Tilt Betterment 2.10 Aug 06 -0.46 4.27 8.91
Permanent Portfolio with Bitcoin Harry Browne 2.08 Aug 06 -0.89 -2.60 -2.73
Golden Butterfly Tyler 2.06 Aug 06 -0.90 -0.91 0.24
Stocks/Bonds 60/40 ESG 2.04 Aug 06 -0.62 2.83 5.06
Pepperoni Portfolio Davide Pisicchio 2.03 Aug 06 -1.43 2.39 5.83
Robo Advisor 90 Value Tilt Betterment 2.03 Aug 06 -1.15 3.43 8.27
Golden Butterfly with Bitcoin Tyler 2.02 Aug 06 -0.83 -0.96 0.25
In Saecula Saeculorum Fulvio Marchese 1.99 Aug 06 -0.74 0.31 1.67
Stocks/Bonds 60/40 with Bitcoin 1.98 Aug 06 -0.69 2.00 4.56
US Stocks Minimum Volatility 1.97 Aug 06 1.52 3.80 3.84
Stocks/Bonds 60/40 1.97 Aug 06 -0.79 2.33 4.99
Aggressive Portfolio Lyn Alden 1.94 Aug 06 -0.64 2.54 6.26
Core Four Rick Ferri 1.92 Aug 06 -0.53 2.92 6.71
Edge Select Moderately Aggressive Merrill Lynch 1.91 Aug 06 -1.22 2.40 5.74
Capricciosa Portfolio Davide Pisicchio 1.90 Aug 06 -0.79 1.38 3.72
Developed World ex-US 80/20 1.86 Aug 06 -0.93 2.62 5.94
Robo Advisor 80 Value Tilt Betterment 1.85 Aug 06 -1.19 3.02 7.33
Sheltered Sam 100/0 Bill Bernstein 1.85 Aug 06 0.11 4.51 9.54
Moderate Portfolio Lyn Alden 1.84 Aug 06 -0.94 2.08 5.40
Four Seasons Portfolio Davide Pisicchio 1.84 Aug 06 -0.74 0.27 1.93
Developed World ex-US Stocks Momentum 1.82 Aug 06 -2.19 1.61 4.07
Paul Boyer Portfolio Paul Boyer 1.82 Aug 06 -2.08 -2.75 -2.06
All Country World 60/40 1.81 Aug 06 -0.90 2.01 4.58
Weird Portfolio Value Stock Geek 1.80 Aug 06 0.13 -0.69 1.41
Family Taxable Portfolio Ted Aronson 1.78 Aug 06 -2.50 2.39 7.29
Mid-Twenties Burton Malkiel 1.78 Aug 06 -0.92 3.14 7.49
Odd-Stats Strategy Aim Ways 1.77 Aug 06 -1.59 0.20 1.95
Marc Faber Portfolio Marc Faber 1.75 Aug 06 0.18 -1.48 0.16
Aim comfortable trip Aim Ways 1.75 Aug 06 -0.23 0.29 1.36
Late Thirties to Early Forties Burton Malkiel 1.74 Aug 06 -0.84 3.11 7.30
No Brainer Portfolio Bill Bernstein 1.74 Aug 06 -0.79 3.56 7.93
US Stocks Equal Weight 1.74 Aug 06 1.05 6.10 9.43
Perfect Portfolio Ben Stein 1.71 Aug 06 -0.44 2.74 7.63
LifeStrategy Moderate Growth Vanguard 1.70 Aug 06 -0.92 2.09 4.70
Gone Fishin' Portfolio Alexander Green 1.68 Aug 06 -1.59 1.71 5.48
Sheltered Sam 90/10 Bill Bernstein 1.67 Aug 06 0.08 4.08 8.66
Conservative Portfolio Lyn Alden 1.67 Aug 06 -0.13 1.63 4.40
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.66 Aug 06 -0.42 2.52 5.99
Ultimate Buy and Hold Strategy Paul Merriman 1.66 Aug 06 0.30 4.07 9.29
Margaritaville Scott Burns 1.64 Aug 06 -0.75 2.13 5.42
Gretchen Tai Portfolio Gretchen Tai 1.63 Aug 06 -1.35 2.25 6.09
Andrew Tobias Portfolio Andrew Tobias 1.63 Aug 06 0.44 3.18 5.30
PISI Portfolio Davide Pisicchio 1.61 Aug 06 -0.98 -0.65 0.04
Stocks/Bonds 40/60 Momentum 1.60 Aug 06 -6.67 1.99 6.56
Mid-Fifties Burton Malkiel 1.57 Aug 06 -0.69 2.96 6.92
Edge Select Moderate Merrill Lynch 1.55 Aug 06 -1.22 1.74 4.30
Margherita Portfolio Davide Pisicchio 1.55 Aug 06 -0.75 -0.22 0.99
Long Term Portfolio Ben Stein 1.54 Aug 06 -0.27 3.43 7.63
Emerging Markets Stocks 1.53 Aug 06 -6.31 0.68 9.01
Stocks/Bonds 40/60 ESG 1.52 Aug 06 -0.86 1.62 3.06
Developed World ex-US 60/40 1.52 Aug 06 -0.98 2.03 4.43
Couch Potato Scott Burns 1.51 Aug 06 -0.59 1.71 4.42
European Stocks 1.50 Aug 06 2.32 5.38 5.43
Sheltered Sam 80/20 Bill Bernstein 1.49 Aug 06 0.06 3.63 7.76
Desert Portfolio Gyroscopic Investing 1.48 Aug 06 -0.39 -0.29 0.44
Ulcer Free Strategy Aim Ways 1.48 Aug 06 -2.43 -1.24 0.09
Pinwheel Tyler 1.46 Aug 06 -0.18 1.36 4.46
Stocks/Bonds 40/60 with Bitcoin 1.46 Aug 06 -0.84 0.99 2.65
Stocks/Bonds 40/60 1.44 Aug 06 -0.95 1.33 3.08
Desert Portfolio with Bitcoin Gyroscopic Investing 1.44 Aug 06 -0.31 -0.34 0.45
All Weather Portfolio with Bitcoin Ray Dalio 1.43 Aug 06 -1.05 -1.44 1.07
All Weather Portfolio Ray Dalio 1.40 Aug 06 -1.01 -1.33 1.46
Simple and Cheap Time Money Inc 1.38 Aug 06 -0.58 2.07 4.99
All Country World 40/60 1.37 Aug 06 -1.02 1.25 2.94
Four Square Scott Burns 1.35 Aug 06 -0.85 1.63 3.99
Late Sixties and Beyond Burton Malkiel 1.32 Aug 06 -0.39 2.75 6.31
Sheltered Sam 70/30 Bill Bernstein 1.31 Aug 06 0.03 3.18 6.86
Tilt Toward Value Time Money Inc 1.30 Aug 06 -0.47 2.36 5.42
Developed World ex-US 60/40 Momentum 1.29 Aug 06 -1.80 1.04 2.38
US Stocks Value 1.28 Aug 06 1.94 4.08 7.56
LifeStrategy Conservative Growth Vanguard 1.27 Aug 06 -1.02 1.26 2.95
JP Morgan Balanced Portfolio JP Morgan 1.27 Aug 06 0.09 2.21 6.71
Robo Advisor 50 Value Tilt Betterment 1.26 Aug 06 -0.91 2.01 4.42
Sandwich Portfolio Bob Clyatt 1.25 Aug 06 -0.56 1.84 4.75
GAA Global Asset Allocation Mebane Faber 1.23 Aug 06 -0.78 -0.28 3.12
Edge Select Moderately Conservative Merrill Lynch 1.22 Aug 06 -1.14 1.08 2.77
Simple Money Portfolio Tim Maurer 1.22 Aug 06 0.83 2.97 5.60
Global Market Portfolio Credit Suisse 1.21 Aug 06 -1.69 0.86 2.94
Yale Endowment David Swensen 1.21 Aug 06 -0.29 2.34 6.38
Lifepath Fund iShares 1.20 Aug 06 -0.94 1.25 3.24
Coward's Portfolio Bill Bernstein 1.19 Aug 06 -0.47 2.98 6.58
Ideal Index Frank Armstrong 1.19 Aug 06 -0.30 3.22 7.23
Developed World ex-US 40/60 1.18 Aug 06 -1.03 1.42 2.89
Lazy Portfolio David Swensen 1.16 Aug 06 -0.32 2.29 6.35
Cape US Sector Value Robert Shiller 1.14 Aug 06 1.40 1.30 0.07
Robust Alpha Architect 1.14 Aug 06 -2.35 2.57 11.73
Sheltered Sam 60/40 Bill Bernstein 1.13 Aug 06 0.00 2.72 5.96
Coffeehouse Bill Schultheis 1.12 Aug 06 -0.50 2.81 6.44
Big Rocks Portfolio Larry Swedroe 1.04 Aug 06 0.28 3.15 6.62
Developed World ex-US 40/60 Momentum 1.03 Aug 06 -1.59 0.74 1.51
Ultimate Buy&Hold FundAdvice 1.00 Aug 06 0.10 2.37 5.58
Dynamic 40/60 Income The Lazy Team 0.99 Aug 06 -0.31 0.67 1.88
Stocks/Bonds 20/80 Momentum 0.99 Aug 06 -4.16 0.66 2.92
Sheltered Sam 50/50 Bill Bernstein 0.95 Aug 06 -0.03 2.25 5.04
Five Fold Scott Burns 0.95 Aug 06 -0.13 2.05 5.42
All Country World 20/80 0.92 Aug 06 -1.13 0.48 1.28
Talmud Portfolio Roger Gibson 0.92 Aug 06 0.33 2.45 6.42
Stocks/Bonds 20/80 0.91 Aug 06 -1.11 0.31 1.17
Nano Portfolio John Wasik 0.91 Aug 06 0.41 2.28 5.17
Aggressive Global Income The Lazy Team 0.89 Aug 06 1.93 3.58 8.26
LifeStrategy Income Fund Vanguard 0.85 Aug 06 -1.13 0.40 1.18
Developed World ex-US 20/80 0.84 Aug 06 -1.08 0.78 1.32
Cockroach Portfolio Tony Dong 0.82 Aug 06 0.42 -1.27 -1.24
Sheltered Sam 40/60 Bill Bernstein 0.77 Aug 06 -0.06 1.78 4.12
One-Decision Portfolio Marvin Appel 0.75 Aug 06 0.16 2.24 5.49
Dynamic 60/40 Income The Lazy Team 0.71 Aug 06 0.53 1.41 4.00
Edge Select Conservative Merrill Lynch 0.71 Aug 06 -0.67 0.94 2.09
High Yield Bonds Income The Lazy Team 0.65 Aug 06 -1.43 -0.33 -0.12
Dimensional Retirement Income Fund DFA 0.64 Aug 05 -0.33 0.41 2.10
Larry Portfolio Larry Swedroe 0.62 Aug 06 -0.79 0.70 2.57
Sheltered Sam 30/70 Bill Bernstein 0.59 Aug 06 -0.09 1.30 3.18
Robo Advisor 20 Value Tilt Betterment 0.58 Aug 06 -0.41 0.94 2.03
Seven Value Scott Burns 0.58 Aug 06 1.92 2.48 8.27
Eliminate Fat Tails Larry Swedroe 0.54 Aug 06 -1.54 1.15 4.37
Total Bond Developed World ex-US 0.50 Aug 06 -1.14 0.12 -0.29
Five Asset Roger Gibson 0.50 Aug 06 2.22 0.67 9.59
All Country World Bonds 0.48 Aug 06 -1.25 -0.32 -0.39
Rob Arnott Portfolio Rob Arnott 0.48 Aug 06 0.19 -0.17 4.18
Sheltered Sam 20/80 Bill Bernstein 0.41 Aug 06 -0.12 0.80 2.24
Six Ways from Sunday Scott Burns 0.39 Aug 06 2.10 1.75 7.77
Total Bond US 0.38 Aug 06 -1.28 -0.74 -0.75
10-year Treasury 0.35 Aug 06 -1.39 -1.16 -1.22
Robo Advisor 10 Value Tilt Betterment 0.34 Aug 06 -0.17 0.59 1.26
7Twelve Portfolio Craig Israelsen 0.29 Aug 06 1.75 0.45 9.60
Ivy Portfolio Mebane Faber 0.29 Aug 06 2.63 0.13 10.69
Sheltered Sam 10/90 Bill Bernstein 0.23 Aug 06 -0.15 0.30 1.30
Conservative Income Charles Schwab 0.19 Aug 06 -0.47 0.00 0.77
Robo Advisor 0 Betterment 0.09 Aug 06 0.11 0.25 0.50
Short Term Treasury 0.07 Aug 06 0.16 0.30 0.55
Sheltered Sam 0/100 Bill Bernstein 0.05 Aug 06 -0.18 -0.20 0.34
US Cash 0.04 Aug 06 0.34 0.93 1.78
US Inflation Protection 0.00 Aug 06 -0.68 -0.95 0.02