Last Update - Apr 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 Mar 26
|
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|---|---|---|---|---|---|---|
| Ticker | Asset Class | Apr 26â–ľ | Time(ET) | 1M | 3M | 6M |
|
QQQ
|
US Technology | 10.43 | Apr 15 | -4.84 | -5.93 | -3.62 |
|
EEM
|
Emerging Markets | 9.53 | Apr 15 | -9.25 | 3.80 | 7.87 |
|
CWB
|
US Convertible Bonds | 8.33 | Apr 15 | -2.88 | 2.85 | 1.95 |
|
VPL
|
Pacific | 7.91 | Apr 15 | -10.28 | 8.11 | 14.30 |
|
SPY
|
US Large Cap | 7.63 | Apr 15 | -4.94 | -4.37 | -1.82 |
|
VTI
|
US Total Stock Market | 7.62 | Apr 15 | -5.00 | -4.01 | -1.66 |
|
VT
|
World All Countries | 7.45 | Apr 15 | -6.22 | -1.71 | 1.42 |
|
FLLA
|
Latin America | 7.43 | Apr 15 | -2.95 | 17.39 | 25.38 |
|
VGK
|
Europe | 6.79 | Apr 15 | -8.16 | -0.95 | 4.76 |
|
IJR
|
US Small Cap | 6.40 | Apr 15 | -4.00 | 3.60 | 5.26 |
|
EFA
|
EAFE Stocks | 6.36 | Apr 15 | -7.83 | 1.15 | 5.91 |
|
VNQ
|
US REITs | 6.30 | Apr 15 | -6.31 | 1.31 | -1.04 |
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PFF
|
US Preferred Stocks | 3.92 | Apr 15 | -3.37 | -1.42 | -1.65 |
|
EMB
|
Emerg. Market Bonds | 2.97 | Apr 15 | -3.49 | -1.61 | 1.15 |
|
GLD
|
Gold | 2.36 | Apr 15 | -11.05 | 8.57 | 21.05 |
|
HYG
|
US High Yield Bonds | 1.62 | Apr 15 | -0.95 | -0.35 | 0.87 |
|
LQD
|
US Invest. Grade Bonds | 1.29 | Apr 15 | -2.07 | -0.38 | -0.05 |
|
TIP
|
US TIPS | 0.97 | Apr 15 | -1.36 | 0.41 | 0.33 |
|
BND
|
US Total Bond Market | 0.67 | Apr 15 | -1.74 | 0.05 | 0.95 |
|
TLT
|
US Long Term Treasuries | 0.56 | Apr 15 | -4.23 | 0.17 | -0.87 |
|
BNDX
|
International Bonds | 0.38 | Apr 15 | -2.14 | -0.13 | 0.17 |
|
BIL
|
US Cash | 0.15 | Apr 15 | 0.29 | 0.85 | 1.84 |
|
DBC
|
Commodities | -0.21 | Apr 15 | 15.34 | 29.47 | 32.82 |
| 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 Apr 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 Mar 26
|
||||||
|---|---|---|---|---|---|---|---|
| Portfolio | Author | Apr 26â–ľ | Time(ET) | 1M | 3M | 6M | |
| Ark Tech Portfolio | Cathie Wood | 13.24 | Apr 15 | -7.92 | -10.30 | -14.95 | |
| US Stocks Momentum | 12.50 | Apr 15 | -5.04 | -4.04 | -6.08 | ||
| Technology | 10.43 | Apr 15 | -4.84 | -5.93 | -3.62 | ||
| Stocks/Bonds 80/20 Momentum | 10.13 | Apr 15 | -4.38 | -3.22 | -4.77 | ||
| Talmud Portfolio 2x Leveraged | Roger Gibson | 9.72 | Apr 15 | -9.50 | -3.27 | -4.21 | |
| Stocks/Bonds 60/40 2x Leveraged | 9.63 | Apr 15 | -8.15 | -6.62 | -4.34 | ||
| Emerging Markets Stocks | 9.53 | Apr 15 | -9.25 | 3.80 | 7.87 | ||
| US Stocks ESG | 9.01 | Apr 15 | -5.45 | -6.94 | -4.73 | ||
| Developed World ex-US Stocks Momentum | 8.95 | Apr 15 | -8.90 | 0.10 | 3.92 | ||
| Stocks/Bonds 60/40 Momentum | 7.77 | Apr 15 | -3.71 | -2.40 | -3.41 | ||
| US Stocks | 7.62 | Apr 15 | -5.00 | -4.01 | -1.66 | ||
| Diavola Portfolio | Davide Pisicchio | 7.59 | Apr 15 | -4.57 | -4.09 | -1.85 | |
| Dedalo Three | Dedalo Invest | 7.56 | Apr 15 | -5.38 | -3.32 | -0.73 | |
| All Country World Stocks | 7.45 | Apr 15 | -6.22 | -1.71 | 1.42 | ||
| Developed World ex-US Stocks | 7.21 | Apr 15 | -8.61 | 2.75 | 8.94 | ||
| Warren Buffett Portfolio | Warren Buffett | 6.96 | Apr 15 | -4.46 | -4.28 | -1.99 | |
| Golden Butterfly 2x Leveraged | Tyler | 6.92 | Apr 15 | -11.16 | 0.55 | 8.02 | |
| European Stocks | 6.79 | Apr 15 | -8.16 | -0.95 | 4.76 | ||
| Second Grader's Starter | Paul Farrell | 6.79 | Apr 15 | -5.67 | -1.73 | 1.31 | |
| Stocks/Bonds 40/60 2x Leveraged | 6.72 | Apr 15 | -7.07 | -4.81 | -3.03 | ||
| Edge Select Aggressive | Merrill Lynch | 6.68 | Apr 15 | -5.49 | -1.35 | 1.40 | |
| Robo Advisor 100 Value Tilt | Betterment | 6.63 | Apr 15 | -6.32 | 0.41 | 3.84 | |
| Mid-Twenties | Burton Malkiel | 6.56 | Apr 15 | -6.04 | -0.57 | 2.00 | |
| US Stocks Quality | 6.55 | Apr 15 | -6.17 | -3.22 | -0.87 | ||
| Ultimate Buy and Hold Strategy | Paul Merriman | 6.39 | Apr 15 | -6.55 | 2.08 | 5.48 | |
| Late Thirties to Early Forties | Burton Malkiel | 6.34 | Apr 15 | -5.91 | -0.60 | 1.90 | |
| Dedalo Eleven | Dedalo Invest | 6.34 | Apr 15 | -5.51 | -1.49 | 1.38 | |
| Robo Advisor 90 Value Tilt | Betterment | 6.29 | Apr 15 | -6.15 | 0.77 | 4.35 | |
| Stocks/Bonds 80/20 | 6.23 | Apr 15 | -4.35 | -3.20 | -1.11 | ||
| All Country World 80/20 | 6.14 | Apr 15 | -5.42 | -1.42 | 1.33 | ||
| Dedalo Four | Dedalo Invest | 6.13 | Apr 15 | -4.74 | -2.66 | -0.47 | |
| Four Funds | Bogleheads | 6.12 | Apr 15 | -5.31 | -1.29 | 1.54 | |
| Three Funds | Bogleheads | 6.09 | Apr 15 | -5.35 | -1.32 | 1.59 | |
| LifeStrategy Growth Fund | Vanguard | 6.07 | Apr 15 | -5.44 | -1.21 | 1.73 | |
| Core Four | Rick Ferri | 6.02 | Apr 15 | -5.26 | -1.27 | 1.15 | |
| Mid-Fifties | Burton Malkiel | 5.94 | Apr 15 | -5.68 | -0.56 | 1.70 | |
| Simple Path to Wealth | JL Collins | 5.88 | Apr 15 | -4.18 | -3.00 | -0.97 | |
| Developed World ex-US 80/20 | 5.84 | Apr 15 | -7.42 | 2.18 | 7.35 | ||
| Stocks/Bonds 60/40 ESG | 5.72 | Apr 15 | -3.98 | -4.18 | -2.45 | ||
| Robo Advisor 80 Value Tilt | Betterment | 5.72 | Apr 15 | -5.76 | 0.68 | 4.00 | |
| Sheltered Sam 100/0 | Bill Bernstein | 5.71 | Apr 15 | -5.91 | 1.86 | 5.88 | |
| Long Term Portfolio | Ben Stein | 5.69 | Apr 15 | -5.01 | 0.14 | 2.63 | |
| Edge Select Moderately Aggressive | Merrill Lynch | 5.67 | Apr 15 | -4.80 | -1.28 | 1.16 | |
| Gretchen Tai Portfolio | Gretchen Tai | 5.64 | Apr 15 | -5.61 | 0.24 | 3.16 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | 5.61 | Apr 15 | -8.82 | -2.72 | 1.88 | |
| Robust | Alpha Architect | 5.60 | Apr 15 | -1.63 | 3.84 | 4.53 | |
| Family Taxable Portfolio | Ted Aronson | 5.58 | Apr 15 | -5.51 | 1.40 | 3.91 | |
| Perfect Portfolio | Ben Stein | 5.56 | Apr 15 | -4.64 | 1.07 | 4.08 | |
| Developed World ex-US 60/40 Momentum | 5.52 | Apr 15 | -6.31 | 0.01 | 2.61 | ||
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | 5.40 | Apr 15 | -11.70 | -0.48 | 8.06 | |
| Stocks/Bonds 40/60 Momentum | 5.40 | Apr 15 | -3.05 | -1.58 | -2.01 | ||
| Pepperoni Portfolio | Davide Pisicchio | 5.39 | Apr 15 | -3.61 | -2.46 | -0.68 | |
| No Brainer Portfolio | Bill Bernstein | 5.38 | Apr 15 | -4.45 | 0.33 | 2.97 | |
| Gone Fishin' Portfolio | Alexander Green | 5.35 | Apr 15 | -5.81 | 1.43 | 5.42 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 5.35 | Apr 15 | -4.93 | -0.87 | 1.39 | |
| Yale Endowment | David Swensen | 5.30 | Apr 15 | -5.05 | -0.29 | 1.40 | |
| Lazy Portfolio | David Swensen | 5.30 | Apr 15 | -4.95 | -0.36 | 1.12 | |
| Margaritaville | Scott Burns | 5.28 | Apr 15 | -4.91 | -0.49 | 2.05 | |
| Cape US Sector Value | Robert Shiller | 5.24 | Apr 15 | -7.33 | -4.29 | -4.53 | |
| Sheltered Sam 90/10 | Bill Bernstein | 5.19 | Apr 15 | -5.44 | 1.70 | 5.40 | |
| Late Sixties and Beyond | Burton Malkiel | 5.17 | Apr 15 | -5.08 | -0.50 | 1.37 | |
| Stocks/Bonds 60/40 with Bitcoin | 4.95 | Apr 15, 08:00PM | -3.61 | -2.79 | -1.51 | ||
| Talmud Portfolio | Roger Gibson | 4.86 | Apr 15 | -4.39 | -0.88 | -0.49 | |
| Stocks/Bonds 60/40 | 4.84 | Apr 15 | -3.69 | -2.39 | -0.57 | ||
| All Country World 60/40 | 4.83 | Apr 15 | -4.62 | -1.13 | 1.21 | ||
| Pinwheel | Tyler | 4.82 | Apr 15 | -5.62 | 1.52 | 4.80 | |
| Andrew Tobias Portfolio | Andrew Tobias | 4.74 | Apr 15 | -4.53 | -0.87 | 1.97 | |
| LifeStrategy Moderate Growth | Vanguard | 4.70 | Apr 15 | -4.56 | -0.91 | 1.53 | |
| Sheltered Sam 80/20 | Bill Bernstein | 4.67 | Apr 15 | -4.95 | 1.55 | 4.93 | |
| Golden Ratio Portfolio | Frank Vasquez | 4.60 | Apr 15 | -5.42 | 0.33 | 3.32 | |
| Simple and Cheap | Time Money Inc | 4.59 | Apr 15 | -4.56 | -0.62 | 1.27 | |
| JP Morgan Balanced Portfolio | JP Morgan | 4.54 | Apr 15 | -3.29 | 1.21 | 3.41 | |
| Capricciosa Portfolio | Davide Pisicchio | 4.53 | Apr 15 | -3.86 | -1.46 | 0.82 | |
| Edge Select Moderate | Merrill Lynch | 4.53 | Apr 15 | -4.06 | -0.97 | 1.13 | |
| Ideal Index | Frank Armstrong | 4.52 | Apr 15 | -4.63 | 1.46 | 4.02 | |
| Five Fold | Scott Burns | 4.49 | Apr 15 | -4.66 | -0.03 | 1.17 | |
| Developed World ex-US 60/40 | 4.48 | Apr 15 | -6.17 | 1.60 | 5.69 | ||
| Nano Portfolio | John Wasik | 4.38 | Apr 15 | -4.52 | -0.22 | 1.06 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | 4.31 | Apr 15 | -6.87 | 3.55 | 6.24 | |
| Five Asset | Roger Gibson | 4.29 | Apr 15 | -1.04 | 5.80 | 7.70 | |
| Marc Faber Portfolio | Marc Faber | 4.29 | Apr 15 | -6.71 | 2.23 | 6.53 | |
| Couch Potato | Scott Burns | 4.29 | Apr 15 | -3.18 | -1.80 | -0.60 | |
| Weird Portfolio | Value Stock Geek | 4.28 | Apr 15 | -6.83 | 3.11 | 6.71 | |
| Tilt Toward Value | Time Money Inc | 4.26 | Apr 15 | -4.30 | -0.15 | 1.68 | |
| Sandwich Portfolio | Bob Clyatt | 4.23 | Apr 15 | -4.21 | -0.11 | 1.81 | |
| Sheltered Sam 70/30 | Bill Bernstein | 4.15 | Apr 15 | -4.46 | 1.40 | 4.45 | |
| Shield Strategy | Aim Ways | 4.15 | Apr 15 | -5.19 | -0.30 | 3.67 | |
| Stocks/Bonds 40/60 ESG | 4.07 | Apr 15 | -3.26 | -2.80 | -1.33 | ||
| US Stocks Equal Weight | 4.07 | Apr 15 | -5.97 | 0.62 | 2.01 | ||
| Four Square | Scott Burns | 4.04 | Apr 15 | -4.23 | -0.37 | 1.66 | |
| Ultimate Buy&Hold | FundAdvice | 3.98 | Apr 15 | -4.49 | 1.26 | 3.68 | |
| In Saecula Saeculorum | Fulvio Marchese | 3.97 | Apr 15 | -4.31 | -1.01 | 1.87 | |
| Four Seasons Portfolio | Davide Pisicchio | 3.94 | Apr 15 | -4.05 | -0.61 | 2.15 | |
| Dynamic 60/40 Income | The Lazy Team | 3.94 | Apr 15 | -3.27 | -0.84 | -0.37 | |
| Coward's Portfolio | Bill Bernstein | 3.91 | Apr 15 | -3.77 | 0.95 | 3.24 | |
| Robo Advisor 50 Value Tilt | Betterment | 3.90 | Apr 15 | -4.39 | 0.12 | 2.42 | |
| Coffeehouse | Bill Schultheis | 3.84 | Apr 15 | -3.90 | 1.02 | 2.76 | |
| Global Market Portfolio | Credit Suisse | 3.84 | Apr 15 | -4.52 | -0.35 | 1.10 | |
| Developed World ex-US 40/60 Momentum | 3.81 | Apr 15 | -4.96 | -0.03 | 1.87 | ||
| Big Rocks Portfolio | Larry Swedroe | 3.69 | Apr 15 | -3.65 | 1.25 | 3.54 | |
| Ivy Portfolio | Mebane Faber | 3.66 | Apr 15 | 0.87 | 7.89 | 9.41 | |
| Simple Money Portfolio | Tim Maurer | 3.65 | Apr 15 | -4.27 | 1.25 | 4.28 | |
| Sheltered Sam 60/40 | Bill Bernstein | 3.63 | Apr 15 | -3.96 | 1.24 | 3.96 | |
| One-Decision Portfolio | Marvin Appel | 3.61 | Apr 15 | -2.97 | 0.00 | 0.78 | |
| Stocks/Bonds 40/60 with Bitcoin | 3.56 | Apr 15, 08:00PM | -2.96 | -1.97 | -1.00 | ||
| Odd-Stats Strategy | Aim Ways | 3.54 | Apr 15 | -4.61 | -0.54 | 1.45 | |
| All Country World 40/60 | 3.53 | Apr 15 | -3.80 | -0.84 | 1.08 | ||
| Stocks/Bonds 40/60 | 3.45 | Apr 15 | -3.04 | -1.57 | -0.05 | ||
| GAA Global Asset Allocation | Mebane Faber | 3.42 | Apr 15 | -3.44 | 2.10 | 4.36 | |
| Lifepath Fund | iShares | 3.41 | Apr 15 | -3.44 | -0.53 | 1.28 | |
| Edge Select Moderately Conservative | Merrill Lynch | 3.37 | Apr 15 | -3.34 | -0.78 | 0.95 | |
| Golden Butterfly with Bitcoin | Tyler | 3.34 | Apr 15, 08:00PM | -4.81 | 1.26 | 4.55 | |
| LifeStrategy Conservative Growth | Vanguard | 3.32 | Apr 15 | -3.67 | -0.60 | 1.29 | |
| US Stocks Value | 3.32 | Apr 15 | -4.59 | 0.10 | 3.24 | ||
| Dynamic 40/60 Income | The Lazy Team | 3.27 | Apr 15 | -2.66 | -1.43 | 0.05 | |
| Margherita Portfolio | Davide Pisicchio | 3.21 | Apr 15 | -3.70 | -0.21 | 2.44 | |
| Golden Butterfly | Tyler | 3.19 | Apr 15 | -5.05 | 1.87 | 5.97 | |
| Sheltered Sam 50/50 | Bill Bernstein | 3.11 | Apr 15 | -3.46 | 1.09 | 3.47 | |
| Developed World ex-US 40/60 | 3.11 | Apr 15 | -4.88 | 1.03 | 3.94 | ||
| Aggressive Global Income | The Lazy Team | 3.06 | Apr 15 | -3.73 | 3.90 | 6.52 | |
| Stocks/Bonds 20/80 Momentum | 3.03 | Apr 15 | -2.39 | -0.77 | -0.56 | ||
| 7Twelve Portfolio | Craig Israelsen | 2.98 | Apr 15 | 0.70 | 7.06 | 8.47 | |
| Aim comfortable trip | Aim Ways | 2.95 | Apr 15 | -4.64 | 1.53 | 5.71 | |
| Ulcer Free Strategy | Aim Ways | 2.94 | Apr 15 | -3.83 | 0.72 | 3.01 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | 2.90 | Apr 15, 08:00PM | -3.11 | 0.89 | 2.05 | |
| PISI Portfolio | Davide Pisicchio | 2.89 | Apr 15 | -4.11 | -0.45 | 2.24 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 2.89 | Apr 15, 08:00PM | -3.39 | -0.99 | 1.05 | |
| Gold Pivot Ptf | Aim Ways | 2.88 | Apr 15 | -5.96 | 1.82 | 7.22 | |
| Permanent Portfolio with Bitcoin | Harry Browne | 2.82 | Apr 15, 08:00PM | -5.06 | 0.78 | 4.22 | |
| Eliminate Fat Tails | Larry Swedroe | 2.78 | Apr 15 | -2.51 | 1.55 | 2.80 | |
| Paul Boyer Portfolio | Paul Boyer | 2.78 | Apr 15 | -5.89 | 3.18 | 7.60 | |
| Desert Portfolio | Gyroscopic Investing | 2.74 | Apr 15 | -3.65 | -0.38 | 2.47 | |
| Simplified Permanent Portfolio | The Lazy Team | 2.73 | Apr 15 | -5.45 | 1.07 | 5.68 | |
| All Weather Portfolio | Ray Dalio | 2.73 | Apr 15 | -3.08 | 1.71 | 3.58 | |
| Permanent Portfolio | Harry Browne | 2.67 | Apr 15 | -5.30 | 1.40 | 5.62 | |
| Sheltered Sam 40/60 | Bill Bernstein | 2.60 | Apr 15 | -2.94 | 0.94 | 2.97 | |
| Rob Arnott Portfolio | Rob Arnott | 2.58 | Apr 15 | -1.71 | 2.78 | 3.68 | |
| Gold | 2.36 | Apr 15 | -11.05 | 8.57 | 21.05 | ||
| Seven Value | Scott Burns | 2.36 | Apr 15 | -2.23 | 5.84 | 7.34 | |
| Six Ways from Sunday | Scott Burns | 2.25 | Apr 15 | -1.79 | 6.29 | 7.52 | |
| Larry Portfolio | Larry Swedroe | 2.23 | Apr 15 | -2.98 | 0.96 | 2.79 | |
| All Country World 20/80 | 2.22 | Apr 15 | -2.98 | -0.55 | 0.92 | ||
| Sheltered Sam 30/70 | Bill Bernstein | 2.08 | Apr 15 | -2.43 | 0.78 | 2.47 | |
| Stocks/Bonds 20/80 | 2.06 | Apr 15 | -2.39 | -0.76 | 0.46 | ||
| High Yield Bonds Income | The Lazy Team | 2.05 | Apr 15 | -2.13 | -0.78 | 0.41 | |
| LifeStrategy Income Fund | Vanguard | 1.95 | Apr 15 | -2.77 | -0.30 | 1.02 | |
| Dimensional Retirement Income Fund | DFA | 1.93 | Apr 15 | -2.01 | 0.13 | 1.18 | |
| Edge Select Conservative | Merrill Lynch | 1.80 | Apr 15 | -2.16 | 0.14 | 1.56 | |
| Robo Advisor 20 Value Tilt | Betterment | 1.77 | Apr 15 | -2.23 | 0.16 | 1.76 | |
| Developed World ex-US 20/80 | 1.75 | Apr 15 | -3.54 | 0.45 | 2.11 | ||
| Sheltered Sam 20/80 | Bill Bernstein | 1.56 | Apr 15 | -1.90 | 0.63 | 1.96 | |
| US Stocks Minimum Volatility | 1.29 | Apr 15 | -4.79 | -1.10 | -1.72 | ||
| Sheltered Sam 10/90 | Bill Bernstein | 1.04 | Apr 15 | -1.37 | 0.48 | 1.45 | |
| Robo Advisor 10 Value Tilt | Betterment | 1.02 | Apr 15 | -1.39 | 0.20 | 1.55 | |
| US Inflation Protection | 0.97 | Apr 15 | -1.36 | 0.41 | 0.33 | ||
| Conservative Income | Charles Schwab | 0.93 | Apr 15 | -1.38 | 0.34 | 0.92 | |
| All Country World Bonds | 0.91 | Apr 15 | -2.14 | -0.26 | 0.73 | ||
| Total Bond US | 0.67 | Apr 15 | -1.74 | 0.05 | 0.95 | ||
| Cockroach Portfolio | Tony Dong | 0.56 | Apr 15 | -6.76 | 3.58 | 8.65 | |
| Sheltered Sam 0/100 | Bill Bernstein | 0.52 | Apr 15 | -0.83 | 0.32 | 0.93 | |
| 10-year Treasury | 0.48 | Apr 15 | -2.32 | -0.14 | 0.79 | ||
| Total Bond Developed World ex-US | 0.38 | Apr 15 | -2.14 | -0.13 | 0.17 | ||
| Robo Advisor 0 | Betterment | 0.25 | Apr 15 | -0.53 | 0.24 | 1.34 | |
| Short Term Treasury | 0.23 | Apr 15 | -0.47 | 0.27 | 1.34 | ||
| US Cash | 0.15 | Apr 15 | 0.29 | 0.85 | 1.84 | ||
| Berkshire Hathaway | Warren Buffett | -0.96 | Apr 15 | -5.13 | -4.86 | -4.78 | |
