Last Update - 31 October 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 Oct 26
Ticker Asset Class 1M 3M 6M
GLD
Gold -6.58 -4.24 -16.02
VNQ
US REITs 4.81 -4.24 -0.77
IJR
US Small Cap Blend 3.12 -3.21 3.01
EFA
EAFE Stocks -0.50 -2.09 2.62
EEM
Emerging Markets -8.61 -4.76 -4.11
BNDX
International Bonds 1.36 -0.05 0.07
TLT
US Long Term Treasuries 5.64 0.69 -2.18
VT
World All Countries -1.60 -0.08 3.37
TIP
US TIPS 2.55 -0.15 -1.09
EMB
Emerg. Market Bonds 1.83 -1.42 -1.35
BIL
US Cash 0.35 0.92 1.86
BND
US Total Bond Market 2.37 0.12 -0.62
VTI
US Total Stock Market -0.71 1.17 5.48
SPY
US Large Cap Blend -0.91 1.41 5.69
LQD
US Invest. Grade Bonds 2.49 -0.60 -1.88
HYG
US High Yield Bonds 0.73 -1.13 -0.77
PFF
US Preferred Stocks -2.97 -5.16 -6.87
QQQ
US Technology -6.66 0.47 3.63
CWB
US Convertible Bonds -6.29 -6.57 -5.49
DBC
Commodities 3.99 14.13 8.07
IJH
US Mid Cap Blend 1.92 -2.28 1.33
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 Nov 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 Oct 26
Portfolio Author Nov 26▾ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 2.33 Nov 02 9.18 6.39 14.57
Gold 1.65 Nov 02 -6.58 -4.24 -16.02
Cape US Sector Value Robert Shiller 1.02 Nov 02 4.14 -1.84 -0.56
Weird Portfolio Value Stock Geek 0.91 Nov 02 1.13 -2.24 -2.92
Golden Butterfly 2x Leveraged Tyler 0.79 Nov 02 0.63 -3.90 -6.17
US Stocks Equal Weight 0.76 Nov 02 4.95 1.92 8.13
Cockroach Portfolio Tony Dong 0.67 Nov 02 5.68 3.08 1.77
European Stocks 0.59 Nov 02 0.85 -3.13 2.08
Marc Faber Portfolio Marc Faber 0.58 Nov 02 -0.47 -2.20 -3.64
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.58 Nov 02 -0.94 -2.44 -8.71
Ultimate Buy and Hold Strategy Paul Merriman 0.49 Nov 02 0.05 -1.45 2.56
Paul Boyer Portfolio Paul Boyer 0.43 Nov 02 -0.91 -1.83 -4.53
Golden Butterfly Tyler 0.38 Nov 02 0.61 -0.73 -1.63
Pinwheel Tyler 0.37 Nov 02 -0.37 -1.82 -0.49
Sheltered Sam 100/0 Bill Bernstein 0.37 Nov 02 1.31 -0.30 4.20
Aggressive Global Income The Lazy Team 0.32 Nov 02 3.44 -0.59 2.96
Golden Butterfly with Bitcoin Tyler 0.31 Nov 02 0.60 -0.33 -1.29
Sheltered Sam 90/10 Bill Bernstein 0.31 Nov 02 1.34 -0.25 3.82
Ideal Index Frank Armstrong 0.25 Nov 02 0.67 -1.02 2.17
Developed World ex-US Stocks 0.24 Nov 02 -1.66 -1.43 1.71
Sheltered Sam 80/20 Bill Bernstein 0.24 Nov 02 1.36 -0.20 3.43
Gold Pivot Ptf Aim Ways 0.23 Nov 02 -2.53 -1.09 -4.52
US Stocks Value 0.23 Nov 02 4.92 3.49 7.71
Coffeehouse Bill Schultheis 0.19 Nov 02 2.24 -0.63 2.17
Permanent Portfolio Harry Browne 0.19 Nov 02 -0.39 -0.27 -2.81
Developed World ex-US 80/20 0.18 Nov 02 -1.12 -1.18 1.41
Big Rocks Portfolio Larry Swedroe 0.18 Nov 02 1.17 -0.47 2.67
Sheltered Sam 70/30 Bill Bernstein 0.17 Nov 02 1.38 -0.14 3.03
Aim comfortable trip Aim Ways 0.17 Nov 02 -0.43 -0.64 -0.36
Simplified Permanent Portfolio The Lazy Team 0.17 Nov 02 -0.31 -0.79 -3.42
Ultimate Buy&Hold FundAdvice 0.16 Nov 02 0.63 -0.84 1.51
Simple Money Portfolio Tim Maurer 0.16 Nov 02 1.35 -0.51 2.44
Five Fold Scott Burns 0.15 Nov 02 0.90 -1.23 0.80
Talmud Portfolio Roger Gibson 0.15 Nov 02 2.07 -1.06 1.37
US Stocks Minimum Volatility 0.13 Nov 02 5.63 5.45 9.46
Permanent Portfolio with Bitcoin Harry Browne 0.12 Nov 02 -0.40 0.14 -2.46
Long Term Portfolio Ben Stein 0.12 Nov 02 -0.38 -1.05 2.34
Gone Fishin' Portfolio Alexander Green 0.12 Nov 02 -0.95 -1.89 -0.21
Emerging Markets Stocks 0.11 Nov 02 -8.61 -4.76 -4.11
Developed World ex-US 60/40 0.11 Nov 02 -0.55 -0.92 1.09
Sheltered Sam 60/40 Bill Bernstein 0.11 Nov 02 1.40 -0.09 2.63
Nano Portfolio John Wasik 0.10 Nov 02 1.62 -1.10 1.15
Robo Advisor 100 Value Tilt Betterment 0.10 Nov 02 -0.44 -0.37 3.88
No Brainer Portfolio Bill Bernstein 0.10 Nov 02 -0.01 -1.01 2.51
Lazy Portfolio David Swensen 0.09 Nov 02 0.38 -1.21 1.05
Conservative Portfolio Lyn Alden 0.08 Nov 02 0.17 -0.58 1.04
Yale Endowment David Swensen 0.07 Nov 02 0.57 -1.04 1.28
Coward's Portfolio Bill Bernstein 0.06 Nov 02 0.73 -0.17 2.80
Late Sixties and Beyond Burton Malkiel 0.06 Nov 02 0.91 -0.60 2.13
Aggressive Portfolio Lyn Alden 0.06 Nov 02 -1.30 -0.88 1.64
One-Decision Portfolio Marvin Appel 0.05 Nov 02 1.72 -0.67 1.55
Golden Ratio Portfolio Frank Vasquez 0.05 Nov 02 -0.10 -0.29 -0.97
Developed World ex-US 40/60 0.05 Nov 02 0.05 -0.64 0.76
Robo Advisor 90 Value Tilt Betterment 0.04 Nov 02 -0.58 -0.23 3.19
Sheltered Sam 50/50 Bill Bernstein 0.04 Nov 02 1.43 -0.03 2.22
Mid-Fifties Burton Malkiel 0.04 Nov 02 0.01 -0.84 2.09
Desert Portfolio 2x Leveraged Gyroscopic Investing 0.04 Nov 02 1.22 -1.12 -3.57
Tilt Toward Value Time Money Inc 0.03 Nov 02 1.09 -0.40 1.95
Robo Advisor 80 Value Tilt Betterment 0.02 Nov 02 -0.38 -0.27 2.74
Late Thirties to Early Forties Burton Malkiel 0.01 Nov 02 -0.61 -0.88 2.21
Moderate Portfolio Lyn Alden 0.01 Nov 02 -1.21 -0.89 1.17
Mid-Twenties Burton Malkiel 0.01 Nov 02 -0.97 -1.04 2.07
Larry Portfolio Larry Swedroe 0.01 Nov 02 0.94 -0.82 -0.12
Sandwich Portfolio Bob Clyatt -0.01 Nov 02 0.05 -0.79 1.03
Developed World ex-US 20/80 -0.02 Nov 02 0.68 -0.36 0.42
Family Taxable Portfolio Ted Aronson -0.02 Nov 02 -0.70 -1.14 1.23
Sheltered Sam 40/60 Bill Bernstein -0.02 Nov 02 1.45 0.02 1.80
Simple and Cheap Time Money Inc -0.04 Nov 02 0.40 -0.59 1.46
Robo Advisor 50 Value Tilt Betterment -0.06 Nov 02 0.47 -0.44 1.56
Eliminate Fat Tails Larry Swedroe -0.06 Nov 02 -0.05 -1.08 0.06
Odd-Stats Strategy Aim Ways -0.07 Nov 02 -0.11 0.03 0.23
Gretchen Tai Portfolio Gretchen Tai -0.08 Nov 02 -0.75 -1.08 1.15
Total Bond Developed World ex-US -0.08 Nov 02 1.36 -0.05 0.07
Core Four Rick Ferri -0.09 Nov 02 -0.29 -0.39 2.51
Sheltered Sam 30/70 Bill Bernstein -0.09 Nov 02 1.48 0.08 1.38
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.09 Nov 02 0.48 -0.26 2.25
Four Square Scott Burns -0.10 Nov 02 -0.06 -0.42 1.21
Margaritaville Scott Burns -0.11 Nov 02 -0.50 -0.51 1.61
Andrew Tobias Portfolio Andrew Tobias -0.13 Nov 02 -0.13 -0.16 3.02
Global Market Portfolio Credit Suisse -0.13 Nov 02 0.57 -0.65 0.21
LifeStrategy Growth Fund Vanguard -0.14 Nov 02 -0.94 -0.26 2.64
All Country World Stocks -0.14 Nov 02 -1.60 -0.08 3.37
Desert Portfolio Gyroscopic Investing -0.14 Nov 02 0.29 -0.02 -0.31
Shield Strategy Aim Ways -0.15 Nov 02 -1.57 -0.23 -1.50
Sheltered Sam 20/80 Bill Bernstein -0.15 Nov 02 1.50 0.14 0.95
PISI Portfolio Davide Pisicchio -0.16 Nov 02 0.84 -0.19 -0.84
All Country World 80/20 -0.16 Nov 02 -0.97 -0.10 2.64
Four Funds Bogleheads -0.16 Nov 02 -0.83 -0.20 2.65
LifeStrategy Moderate Growth Vanguard -0.17 Nov 02 -0.25 -0.18 1.91
Three Funds Bogleheads -0.17 Nov 02 -0.84 -0.17 2.70
Second Grader's Starter Paul Farrell -0.18 Nov 02 -1.11 -0.07 3.29
All Country World 60/40 -0.18 Nov 02 -0.30 -0.12 1.89
In Saecula Saeculorum Fulvio Marchese -0.19 Nov 02 0.04 0.10 0.41
Dynamic 60/40 Income The Lazy Team -0.19 Nov 02 0.57 -1.77 -0.39
LifeStrategy Conservative Growth Vanguard -0.19 Nov 02 0.47 -0.10 1.16
All Country World 40/60 -0.20 Nov 02 0.40 -0.13 1.12
Robo Advisor 20 Value Tilt Betterment -0.20 Nov 02 0.81 0.04 0.98
Lifepath Fund iShares -0.21 Nov 02 0.82 -0.14 1.11
All Country World 20/80 -0.22 Nov 02 1.14 -0.15 0.33
US Stocks Quality -0.22 Nov 02 0.11 1.66 7.78
Desert Portfolio with Bitcoin Gyroscopic Investing -0.22 Nov 02 0.28 0.38 0.05
Sheltered Sam 10/90 Bill Bernstein -0.22 Nov 02 1.53 0.20 0.51
LifeStrategy Income Fund Vanguard -0.22 Nov 02 1.24 -0.02 0.38
JP Morgan Balanced Portfolio JP Morgan -0.22 Nov 02 0.61 0.07 2.28
Dedalo Eleven Dedalo Invest -0.23 Nov 02 -1.12 -0.02 2.92
Edge Select Aggressive Merrill Lynch -0.23 Nov 02 -1.54 -0.42 2.63
All Country World Bonds -0.23 Nov 02 1.93 -0.17 -0.49
Margherita Portfolio Davide Pisicchio -0.23 Nov 02 -0.15 -0.40 -0.62
Four Seasons Portfolio Davide Pisicchio -0.25 Nov 02 -0.41 -0.27 0.00
Conservative Income Charles Schwab -0.25 Nov 02 1.84 -0.07 -0.07
Robo Advisor 10 Value Tilt Betterment -0.26 Nov 02 0.88 0.27 0.86
GAA Global Asset Allocation Mebane Faber -0.26 Nov 02 0.65 0.44 0.15
Edge Select Conservative Merrill Lynch -0.27 Nov 02 1.18 0.23 1.17
US Inflation Protection -0.27 Nov 02 2.55 -0.15 -1.09
10-year Treasury -0.28 Nov 02 3.10 -0.24 -1.40
Dedalo Four Dedalo Invest -0.28 Nov 02 -0.57 0.62 3.91
Sheltered Sam 0/100 Bill Bernstein -0.28 Nov 02 1.56 0.26 0.06
Edge Select Moderately Aggressive Merrill Lynch -0.29 Nov 02 -0.97 -0.31 2.08
Perfect Portfolio Ben Stein -0.29 Nov 02 -0.85 0.50 3.25
Short Term Treasury -0.29 Nov 02 0.92 0.54 0.84
Edge Select Moderate Merrill Lynch -0.31 Nov 02 -0.22 -0.32 1.41
Robo Advisor 0 Betterment -0.31 Nov 02 0.98 0.51 0.76
Developed World ex-US 40/60 Momentum -0.31 Nov 02 -0.58 -1.00 -0.27
US Cash -0.32 Nov 02 0.35 0.92 1.86
Talmud Portfolio 2x Leveraged Roger Gibson -0.32 Nov 02 4.09 -3.07 -1.07
Total Bond US -0.32 Nov 02 2.37 0.12 -0.62
Edge Select Moderately Conservative Merrill Lynch -0.33 Nov 02 0.45 -0.18 0.90
Dedalo Three Dedalo Invest -0.34 Nov 02 -0.98 0.79 4.84
Ulcer Free Strategy Aim Ways -0.34 Nov 02 -1.41 -1.60 -2.82
Stocks/Bonds 20/80 -0.34 Nov 02 1.68 0.35 0.66
Couch Potato Scott Burns -0.35 Nov 02 0.80 0.54 2.26
Capricciosa Portfolio Davide Pisicchio -0.36 Nov 02 -0.30 0.05 1.43
All Weather Portfolio Ray Dalio -0.36 Nov 02 2.02 1.69 0.33
Stocks/Bonds 40/60 -0.36 Nov 02 1.03 0.57 1.90
All Weather Portfolio with Bitcoin Ray Dalio -0.38 Nov 02 1.90 1.88 0.41
Stocks/Bonds 60/40 -0.38 Nov 02 0.41 0.78 3.12
Stocks/Bonds 40/60 2x Leveraged -0.38 Nov 02 2.01 -0.12 0.74
Stocks/Bonds 40/60 with Bitcoin -0.39 Nov 02 0.88 0.88 1.88
Simple Path to Wealth JL Collins -0.40 Nov 02 -0.02 0.93 4.02
Stocks/Bonds 80/20 -0.40 Nov 02 -0.17 0.98 4.31
All Weather Portfolio 2x Leveraged Ray Dalio -0.40 Nov 02 6.23 4.13 0.95
Rob Arnott Portfolio Rob Arnott -0.41 Nov 02 2.03 1.11 0.94
Stocks/Bonds 60/40 with Bitcoin -0.41 Nov 02 0.27 1.08 3.11
Seven Value Scott Burns -0.42 Nov 02 3.89 2.90 5.44
Developed World ex-US 60/40 Momentum -0.42 Nov 02 -1.49 -1.45 -0.43
US Stocks -0.42 Nov 02 -0.71 1.17 5.48
Stocks/Bonds 40/60 ESG -0.43 Nov 02 0.34 0.40 2.02
Stocks/Bonds 60/40 ESG -0.46 Nov 02 -0.51 0.53 3.37
Dynamic 40/60 Income The Lazy Team -0.49 Nov 02 -0.06 -1.16 -0.50
Five Asset Roger Gibson -0.51 Nov 02 1.52 2.16 2.84
Warren Buffett Portfolio Warren Buffett -0.51 Nov 02 -0.90 1.46 5.44
US Stocks ESG -0.51 Nov 02 -2.07 0.78 6.01
Six Ways from Sunday Scott Burns -0.53 Nov 02 3.62 2.68 4.48
Pepperoni Portfolio Davide Pisicchio -0.55 Nov 02 -0.85 0.31 2.71
Stocks/Bonds 60/40 2x Leveraged -0.58 Nov 02 0.36 0.35 3.22
7Twelve Portfolio Craig Israelsen -0.58 Nov 02 1.40 2.21 2.67
High Yield Bonds Income The Lazy Team -0.60 Nov 02 1.73 -1.03 -1.36
Ivy Portfolio Mebane Faber -0.63 Nov 02 1.63 2.66 2.79
Developed World ex-US Stocks Momentum -0.65 Nov 02 -3.17 -2.30 -0.73
Diavola Portfolio Davide Pisicchio -0.65 Nov 02 -2.10 0.90 4.48
Stocks/Bonds 20/80 Momentum -0.89 Nov 02 -0.79 -1.06 -0.40
Robust Alpha Architect -1.12 Nov 02 -1.62 -0.15 2.41
Technology -1.36 Nov 02 -6.66 0.47 3.63
Stocks/Bonds 40/60 Momentum -1.45 Nov 02 -3.61 -2.15 -0.20
Stocks/Bonds 60/40 Momentum -2.02 Nov 02 -6.14 -3.16 -0.01
Stocks/Bonds 80/20 Momentum -2.59 Nov 02 -8.41 -4.10 0.18
Ark Tech Portfolio Cathie Wood -2.86 Nov 02 -7.41 14.35 17.71
US Stocks Momentum -3.15 Nov 02 -10.47 -4.98 0.35
Dimensional Retirement Income Fund DFA - not available 1.14 0.19 0.71