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
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
IJR
US Small Cap Blend -1.92 6.42 15.04
SPY
US Large Cap Blend 0.03 4.22 8.53
EEM
Emerging Markets -6.31 0.68 9.01
VT
World All Countries -0.69 3.45 7.80
EFA
EAFE Stocks 1.64 4.82 6.46
PFF
US Preferred Stocks 0.40 -1.80 -1.44
GLD
Gold 0.86 -12.30 -16.50
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
EMB
Emerg. Market Bonds -1.44 0.07 0.59
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
BNDX
International Bonds -1.14 0.12 -0.29
BND
US Total Bond Market -1.28 -0.74 -0.75
HYG
US High Yield Bonds -0.15 0.37 0.92
TIP
US TIPS -0.68 -0.95 0.02
BIL
US Cash 0.34 0.93 1.78
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 6.41 Aug 04 -9.69 2.94 3.86
Technology 4.73 Aug 04 -6.57 3.15 10.89
US Stocks Momentum 4.29 Aug 04 -12.61 5.61 17.31
Stocks/Bonds 60/40 2x Leveraged 3.99 Aug 04 -1.60 2.86 6.29
Stocks/Bonds 80/20 Momentum 3.55 Aug 04 -10.86 4.47 13.76
US Stocks ESG 3.34 Aug 04 -0.17 5.19 9.06
Golden Butterfly 2x Leveraged Tyler 3.30 Aug 04 -2.52 -2.36 -1.60
Diavola Portfolio Davide Pisicchio 3.19 Aug 04 -2.10 3.55 8.41
Stocks/Bonds 40/60 2x Leveraged 3.07 Aug 04 -2.17 0.86 2.65
US Stocks 3.04 Aug 04 -0.49 4.26 8.77
Dedalo Three Dedalo Invest 2.90 Aug 04 -0.55 4.02 8.47
Stocks/Bonds 60/40 Momentum 2.81 Aug 04 -8.89 3.26 10.17
All Weather Portfolio 2x Leveraged Ray Dalio 2.75 Aug 04 -1.87 -3.06 -0.36
Warren Buffett Portfolio Warren Buffett 2.70 Aug 04 -0.07 3.93 7.75
Desert Portfolio 2x Leveraged Gyroscopic Investing 2.69 Aug 04 -2.12 -2.48 -2.90
Emerging Markets Stocks 2.68 Aug 04 -6.31 0.68 9.01
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 2.59 Aug 04 -1.74 -6.43 -9.06
All Country World Stocks 2.59 Aug 04 -0.69 3.45 7.80
Stocks/Bonds 80/20 2.55 Aug 04 -0.64 3.30 6.88
Dedalo Four Dedalo Invest 2.45 Aug 04 -0.66 3.27 6.73
Simple Path to Wealth JL Collins 2.43 Aug 04 -0.68 3.06 6.41
Second Grader's Starter Paul Farrell 2.43 Aug 04 -0.75 3.36 7.37
Edge Select Aggressive Merrill Lynch 2.38 Aug 04 -1.27 3.06 7.22
Talmud Portfolio 2x Leveraged Roger Gibson 2.38 Aug 04 0.21 2.07 8.82
US Stocks Quality 2.34 Aug 04 -0.05 6.01 8.77
Pepperoni Portfolio Davide Pisicchio 2.30 Aug 04 -1.43 2.39 5.83
Stocks/Bonds 60/40 ESG 2.29 Aug 04 -0.62 2.83 5.06
Robo Advisor 100 Value Tilt Betterment 2.24 Aug 04 -0.46 4.27 8.91
Dedalo Eleven Dedalo Invest 2.22 Aug 04 -1.10 2.95 6.80
Robo Advisor 90 Value Tilt Betterment 2.22 Aug 04 -1.15 3.43 8.27
All Country World 80/20 2.20 Aug 04 -0.80 2.74 6.19
US Stocks Equal Weight 2.18 Aug 04 1.05 6.10 9.43
Three Funds Bogleheads 2.18 Aug 04 -0.82 2.88 6.44
Family Taxable Portfolio Ted Aronson 2.17 Aug 04 -2.50 2.39 7.29
LifeStrategy Growth Fund Vanguard 2.16 Aug 04 -0.82 2.90 6.43
Four Funds Bogleheads 2.14 Aug 04 -0.77 2.86 6.51
Edge Select Moderately Aggressive Merrill Lynch 2.08 Aug 04 -1.22 2.40 5.74
Stocks/Bonds 40/60 Momentum 2.07 Aug 04 -6.67 1.99 6.56
Stocks/Bonds 60/40 with Bitcoin 2.06 Aug 04 -0.69 2.00 4.56
Stocks/Bonds 60/40 2.06 Aug 04 -0.79 2.33 4.99
Robo Advisor 80 Value Tilt Betterment 2.04 Aug 04 -1.19 3.02 7.33
Core Four Rick Ferri 2.01 Aug 04 -0.53 2.92 6.71
No Brainer Portfolio Bill Bernstein 1.99 Aug 04 -0.79 3.56 7.93
Developed World ex-US Stocks 1.99 Aug 04 -0.88 3.19 7.42
Mid-Twenties Burton Malkiel 1.98 Aug 04 -0.92 3.14 7.49
Sheltered Sam 100/0 Bill Bernstein 1.98 Aug 04 0.11 4.51 9.54
Late Thirties to Early Forties Burton Malkiel 1.93 Aug 04 -0.84 3.11 7.30
Aggressive Portfolio Lyn Alden 1.92 Aug 04 -0.64 2.54 6.26
Capricciosa Portfolio Davide Pisicchio 1.92 Aug 04 -0.79 1.38 3.72
Shield Strategy Aim Ways 1.89 Aug 04 -1.53 -1.28 -0.40
Perfect Portfolio Ben Stein 1.85 Aug 04 -0.44 2.74 7.63
Moderate Portfolio Lyn Alden 1.85 Aug 04 -0.94 2.08 5.40
Gone Fishin' Portfolio Alexander Green 1.85 Aug 04 -1.59 1.71 5.48
All Country World 60/40 1.82 Aug 04 -0.90 2.01 4.58
Gretchen Tai Portfolio Gretchen Tai 1.81 Aug 04 -1.35 2.25 6.09
Golden Ratio Portfolio Frank Vasquez 1.81 Aug 04 -1.22 -0.68 1.14
Ultimate Buy and Hold Strategy Paul Merriman 1.79 Aug 04 0.30 4.07 9.29
Sheltered Sam 90/10 Bill Bernstein 1.79 Aug 04 0.08 4.08 8.66
Stocks/Bonds 40/60 ESG 1.77 Aug 04 -0.86 1.62 3.06
LifeStrategy Moderate Growth Vanguard 1.77 Aug 04 -0.92 2.09 4.70
Mid-Fifties Burton Malkiel 1.76 Aug 04 -0.69 2.96 6.92
Long Term Portfolio Ben Stein 1.75 Aug 04 -0.27 3.43 7.63
Edge Select Moderate Merrill Lynch 1.75 Aug 04 -1.22 1.74 4.30
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.74 Aug 04 -0.42 2.52 5.99
In Saecula Saeculorum Fulvio Marchese 1.74 Aug 04 -0.74 0.31 1.67
Developed World ex-US 80/20 1.72 Aug 04 -0.93 2.62 5.94
Margaritaville Scott Burns 1.69 Aug 04 -0.75 2.13 5.42
Four Seasons Portfolio Davide Pisicchio 1.68 Aug 04 -0.74 0.27 1.93
US Stocks Value 1.64 Aug 04 1.94 4.08 7.56
Golden Butterfly with Bitcoin Tyler 1.63 Aug 04 -0.83 -0.96 0.25
Developed World ex-US Stocks Momentum 1.62 Aug 04 -2.19 1.61 4.07
Golden Butterfly Tyler 1.62 Aug 04 -0.90 -0.91 0.24
Sheltered Sam 80/20 Bill Bernstein 1.61 Aug 04 0.06 3.63 7.76
Couch Potato Scott Burns 1.61 Aug 04 -0.59 1.71 4.42
Odd-Stats Strategy Aim Ways 1.60 Aug 04 -1.59 0.20 1.95
Stocks/Bonds 40/60 with Bitcoin 1.57 Aug 04 -0.84 0.99 2.65
Stocks/Bonds 40/60 1.57 Aug 04 -0.95 1.33 3.08
Ulcer Free Strategy Aim Ways 1.57 Aug 04 -2.43 -1.24 0.09
Conservative Portfolio Lyn Alden 1.55 Aug 04 -0.13 1.63 4.40
Andrew Tobias Portfolio Andrew Tobias 1.54 Aug 04 0.44 3.18 5.30
Simple and Cheap Time Money Inc 1.51 Aug 04 -0.58 2.07 4.99
Late Sixties and Beyond Burton Malkiel 1.49 Aug 04 -0.39 2.75 6.31
Tilt Toward Value Time Money Inc 1.48 Aug 04 -0.47 2.36 5.42
Gold Pivot Ptf Aim Ways 1.47 Aug 04 -1.25 -3.47 -4.08
Developed World ex-US 60/40 1.45 Aug 04 -0.98 2.03 4.43
Coffeehouse Bill Schultheis 1.44 Aug 04 -0.50 2.81 6.44
Robo Advisor 50 Value Tilt Betterment 1.44 Aug 04 -0.91 2.01 4.42
All Country World 40/60 1.43 Aug 04 -1.02 1.25 2.94
Coward's Portfolio Bill Bernstein 1.43 Aug 04 -0.47 2.98 6.58
Sheltered Sam 70/30 Bill Bernstein 1.43 Aug 04 0.03 3.18 6.86
PISI Portfolio Davide Pisicchio 1.42 Aug 04 -0.98 -0.65 0.04
Yale Endowment David Swensen 1.42 Aug 04 -0.29 2.34 6.38
Sandwich Portfolio Bob Clyatt 1.42 Aug 04 -0.56 1.84 4.75
Global Market Portfolio Credit Suisse 1.42 Aug 04 -1.69 0.86 2.94
Four Square Scott Burns 1.42 Aug 04 -0.85 1.63 3.99
Margherita Portfolio Davide Pisicchio 1.42 Aug 04 -0.75 -0.22 0.99
Edge Select Moderately Conservative Merrill Lynch 1.41 Aug 04 -1.14 1.08 2.77
Ideal Index Frank Armstrong 1.40 Aug 04 -0.30 3.22 7.23
Lazy Portfolio David Swensen 1.39 Aug 04 -0.32 2.29 6.35
Pinwheel Tyler 1.38 Aug 04 -0.18 1.36 4.46
LifeStrategy Conservative Growth Vanguard 1.38 Aug 04 -1.02 1.26 2.95
Lifepath Fund iShares 1.35 Aug 04 -0.94 1.25 3.24
Simplified Permanent Portfolio The Lazy Team 1.35 Aug 04 -0.63 -2.66 -2.91
JP Morgan Balanced Portfolio JP Morgan 1.35 Aug 04 0.09 2.21 6.71
Stocks/Bonds 20/80 Momentum 1.33 Aug 04 -4.16 0.66 2.92
Aim comfortable trip Aim Ways 1.33 Aug 04 -0.23 0.29 1.36
Robust Alpha Architect 1.33 Aug 04 -2.35 2.57 11.73
Permanent Portfolio with Bitcoin Harry Browne 1.29 Aug 04 -0.89 -2.60 -2.73
Permanent Portfolio Harry Browne 1.28 Aug 04 -0.97 -2.55 -2.73
Desert Portfolio with Bitcoin Gyroscopic Investing 1.27 Aug 04 -0.31 -0.34 0.45
Weird Portfolio Value Stock Geek 1.27 Aug 04 0.13 -0.69 1.41
Paul Boyer Portfolio Paul Boyer 1.26 Aug 04 -2.08 -2.75 -2.06
Desert Portfolio Gyroscopic Investing 1.26 Aug 04 -0.39 -0.29 0.44
Sheltered Sam 60/40 Bill Bernstein 1.25 Aug 04 0.00 2.72 5.96
US Stocks Minimum Volatility 1.24 Aug 04 1.52 3.80 3.84
Simple Money Portfolio Tim Maurer 1.23 Aug 04 0.83 2.97 5.60
Developed World ex-US 60/40 Momentum 1.23 Aug 04 -1.80 1.04 2.38
Big Rocks Portfolio Larry Swedroe 1.22 Aug 04 0.28 3.15 6.62
All Weather Portfolio with Bitcoin Ray Dalio 1.21 Aug 04 -1.05 -1.44 1.07
Talmud Portfolio Roger Gibson 1.20 Aug 04 0.33 2.45 6.42
European Stocks 1.19 Aug 04 2.32 5.38 5.43
Cape US Sector Value Robert Shiller 1.19 Aug 04 1.40 1.30 0.07
Dynamic 40/60 Income The Lazy Team 1.19 Aug 04 -0.31 0.67 1.88
Developed World ex-US 40/60 1.18 Aug 04 -1.03 1.42 2.89
Ultimate Buy&Hold FundAdvice 1.17 Aug 04 0.10 2.37 5.58
All Weather Portfolio Ray Dalio 1.15 Aug 04 -1.01 -1.33 1.46
GAA Global Asset Allocation Mebane Faber 1.13 Aug 04 -0.78 -0.28 3.12
Five Fold Scott Burns 1.12 Aug 04 -0.13 2.05 5.42
Stocks/Bonds 20/80 1.08 Aug 04 -1.11 0.31 1.17
Gold 1.07 Aug 04 0.86 -12.30 -16.50
Sheltered Sam 50/50 Bill Bernstein 1.07 Aug 04 -0.03 2.25 5.04
Marc Faber Portfolio Marc Faber 1.06 Aug 04 0.18 -1.48 0.16
All Country World 20/80 1.05 Aug 04 -1.13 0.48 1.28
Aggressive Global Income The Lazy Team 1.05 Aug 04 1.93 3.58 8.26
Nano Portfolio John Wasik 1.04 Aug 04 0.41 2.28 5.17
Developed World ex-US 40/60 Momentum 1.03 Aug 04 -1.59 0.74 1.51
One-Decision Portfolio Marvin Appel 1.03 Aug 04 0.16 2.24 5.49
LifeStrategy Income Fund Vanguard 0.99 Aug 04 -1.13 0.40 1.18
Larry Portfolio Larry Swedroe 0.99 Aug 04 -0.79 0.70 2.57
Dynamic 60/40 Income The Lazy Team 0.99 Aug 04 0.53 1.41 4.00
Eliminate Fat Tails Larry Swedroe 0.93 Aug 04 -1.54 1.15 4.37
Developed World ex-US 20/80 0.91 Aug 04 -1.08 0.78 1.32
Sheltered Sam 40/60 Bill Bernstein 0.88 Aug 04 -0.06 1.78 4.12
High Yield Bonds Income The Lazy Team 0.85 Aug 04 -1.43 -0.33 -0.12
Edge Select Conservative Merrill Lynch 0.84 Aug 04 -0.67 0.94 2.09
Berkshire Hathaway Warren Buffett 0.81 Aug 04 2.37 7.68 6.10
Seven Value Scott Burns 0.80 Aug 04 1.92 2.48 8.27
Robo Advisor 20 Value Tilt Betterment 0.70 Aug 04 -0.41 0.94 2.03
Sheltered Sam 30/70 Bill Bernstein 0.70 Aug 04 -0.09 1.30 3.18
Six Ways from Sunday Scott Burns 0.69 Aug 04 2.10 1.75 7.77
All Country World Bonds 0.66 Aug 04 -1.25 -0.32 -0.39
10-year Treasury 0.64 Aug 04 -1.39 -1.16 -1.22
Total Bond Developed World ex-US 0.64 Aug 04 -1.14 0.12 -0.29
Total Bond US 0.59 Aug 04 -1.28 -0.74 -0.75
Sheltered Sam 20/80 Bill Bernstein 0.52 Aug 04 -0.12 0.80 2.24
Rob Arnott Portfolio Rob Arnott 0.49 Aug 04 0.19 -0.17 4.18
Robo Advisor 10 Value Tilt Betterment 0.44 Aug 04 -0.17 0.59 1.26
Conservative Income Charles Schwab 0.34 Aug 04 -0.47 0.00 0.77
7Twelve Portfolio Craig Israelsen 0.34 Aug 04 1.75 0.45 9.60
Sheltered Sam 10/90 Bill Bernstein 0.34 Aug 04 -0.15 0.30 1.30
Five Asset Roger Gibson 0.28 Aug 04 2.22 0.67 9.59
Dimensional Retirement Income Fund DFA 0.23 Aug 03 -0.33 0.41 2.10
US Inflation Protection 0.18 Aug 04 -0.68 -0.95 0.02
Robo Advisor 0 Betterment 0.17 Aug 04 0.11 0.25 0.50
Sheltered Sam 0/100 Bill Bernstein 0.16 Aug 04 -0.18 -0.20 0.34
Short Term Treasury 0.14 Aug 04 0.16 0.30 0.55
Ivy Portfolio Mebane Faber 0.12 Aug 04 2.63 0.13 10.69
Cockroach Portfolio Tony Dong 0.05 Aug 04 0.42 -1.27 -1.24
US Cash 0.02 Aug 04 0.34 0.93 1.78