Last Update - 31 August 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 Aug 26
Ticker Asset Class 1M 3M 6M
DBC
Commodities 6.28 6.17 24.70
QQQ
US Technology 4.18 -2.81 18.30
BIL
US Cash 0.28 0.89 1.79
EEM
Emerging Markets 4.57 -1.80 7.65
SPY
US Large Cap Blend 2.68 1.66 12.41
VTI
US Total Stock Market 2.70 1.80 12.30
VT
World All Countries 3.01 1.90 9.25
CWB
US Convertible Bonds 0.54 -5.05 9.17
BNDX
International Bonds -0.21 -0.91 -2.00
EFA
EAFE Stocks 1.77 4.15 3.58
HYG
US High Yield Bonds 0.90 0.84 1.84
BND
US Total Bond Market 0.36 -0.65 -1.96
PFF
US Preferred Stocks 0.37 -2.22 -0.75
TIP
US TIPS -0.02 -1.16 -1.26
LQD
US Invest. Grade Bonds 0.40 -1.75 -2.68
EMB
Emerg. Market Bonds 0.56 -0.46 -0.47
TLT
US Long Term Treasuries 0.73 -2.65 -7.06
IJR
US Small Cap Blend -0.65 4.54 11.94
VNQ
US REITs -2.54 1.66 2.76
GLD
Gold 9.93 -2.09 -15.57
IJH
US Mid Cap Blend 0.11 1.26 5.91
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 Sep 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 Aug 26
Portfolio Author Sep 26▾ Time(ET) 1M 3M 6M
US Stocks Momentum 5.28 Sep 28 0.26 -4.79 18.98
Ark Tech Portfolio Cathie Wood 4.74 Sep 28 16.42 7.30 25.10
Stocks/Bonds 80/20 Momentum 3.75 Sep 28 0.28 -4.10 14.76
Technology 2.87 Sep 28 4.18 -2.81 18.30
Stocks/Bonds 60/40 Momentum 2.22 Sep 28 0.30 -3.35 10.56
Stocks/Bonds 40/60 Momentum 0.69 Sep 28 0.32 -2.54 6.37
Robust Alpha Architect 0.38 Sep 28 1.14 0.92 10.91
US Stocks Quality 0.33 Sep 28 1.50 3.49 9.10
Diavola Portfolio Davide Pisicchio 0.32 Sep 28 2.85 0.40 12.42
US Cash 0.27 Sep 28 0.28 0.89 1.79
Emerging Markets Stocks 0.27 Sep 28 4.57 -1.80 7.65
Warren Buffett Portfolio Warren Buffett 0.09 Sep 28 2.61 1.66 11.52
US Stocks ESG 0.08 Sep 28 3.11 1.77 14.89
Developed World ex-US Stocks Momentum -0.34 Sep 28 2.11 1.90 2.19
US Stocks -0.36 Sep 28 2.70 1.80 12.30
Berkshire Hathaway Warren Buffett -0.37 Sep 28 -1.30 6.44 -0.05
Dedalo Three Dedalo Invest -0.50 Sep 28 2.79 1.83 11.36
Pepperoni Portfolio Davide Pisicchio -0.61 Sep 28 1.89 0.23 7.80
Dedalo Four Dedalo Invest -0.65 Sep 28 2.24 1.33 8.66
Short Term Treasury -0.66 Sep 28 0.17 0.39 0.19
Perfect Portfolio Ben Stein -0.67 Sep 28 2.62 1.76 7.86
Developed World ex-US 60/40 Momentum -0.70 Sep 28 1.23 0.84 0.59
Robo Advisor 0 Betterment -0.76 Sep 28 0.19 0.36 0.10
Stocks/Bonds 80/20 -0.76 Sep 28 2.27 1.35 9.43
Edge Select Aggressive Merrill Lynch -0.77 Sep 28 2.50 1.30 8.22
Dedalo Eleven Dedalo Invest -0.81 Sep 28 2.35 1.03 7.66
All Country World Stocks -0.83 Sep 28 3.01 1.90 9.25
Stocks/Bonds 20/80 Momentum -0.84 Sep 28 0.34 -1.64 2.20
Simple Path to Wealth JL Collins -0.86 Sep 28 2.16 1.23 8.71
Developed World ex-US 40/60 Momentum -0.88 Sep 28 0.77 0.28 -0.25
Second Grader's Starter Paul Farrell -0.91 Sep 28 2.55 1.63 8.51
Ivy Portfolio Mebane Faber -0.92 Sep 28 2.15 2.63 10.06
Stocks/Bonds 60/40 ESG -0.95 Sep 28 2.08 0.82 7.93
7Twelve Portfolio Craig Israelsen -0.96 Sep 28 1.91 2.58 9.05
Stocks/Bonds 60/40 with Bitcoin -0.99 Sep 28, 08:00PM 2.14 0.98 6.76
Robo Advisor 10 Value Tilt Betterment -1.01 Sep 28 0.44 0.45 0.74
Edge Select Moderately Aggressive Merrill Lynch -1.05 Sep 28 2.19 0.93 6.55
LifeStrategy Growth Fund Vanguard -1.06 Sep 28 2.31 1.39 6.97
Five Asset Roger Gibson -1.07 Sep 28 2.08 2.37 8.70
All Country World 80/20 -1.08 Sep 28 2.49 1.42 7.09
Andrew Tobias Portfolio Andrew Tobias -1.09 Sep 28 1.59 2.16 5.31
Three Funds Bogleheads -1.11 Sep 28 2.34 1.40 7.12
Four Funds Bogleheads -1.12 Sep 28 2.30 1.35 7.19
Stocks/Bonds 60/40 -1.16 Sep 28 1.82 0.88 6.57
Total Bond Developed World ex-US -1.24 Sep 28 -0.21 -0.91 -2.00
Robo Advisor 20 Value Tilt Betterment -1.27 Sep 28 0.68 0.56 1.37
LifeStrategy Moderate Growth Vanguard -1.30 Sep 28 1.81 0.90 4.78
All Country World 60/40 -1.34 Sep 28 1.95 0.92 4.92
Developed World ex-US 20/80 -1.39 Sep 28 0.56 -0.23 -0.59
Aggressive Portfolio Lyn Alden -1.39 Sep 28 2.34 1.36 5.66
Stocks/Bonds 40/60 with Bitcoin -1.39 Sep 28, 08:00PM 1.68 0.49 3.89
Mid-Twenties Burton Malkiel -1.40 Sep 28 1.97 1.35 6.94
Four Square Scott Burns -1.42 Sep 28 1.42 0.50 3.48
Sheltered Sam 0/100 Bill Bernstein -1.42 Sep 28 0.09 -0.23 -0.39
Capricciosa Portfolio Davide Pisicchio -1.42 Sep 28 1.93 0.36 4.87
Core Four Rick Ferri -1.43 Sep 28 1.89 1.38 6.81
Eliminate Fat Tails Larry Swedroe -1.45 Sep 28 0.73 0.33 3.29
Edge Select Moderate Merrill Lynch -1.45 Sep 28 1.74 0.59 4.66
Couch Potato Scott Burns -1.46 Sep 28 1.40 0.39 5.49
Stocks/Bonds 40/60 ESG -1.46 Sep 28 1.53 0.32 4.52
Margaritaville Scott Burns -1.46 Sep 28 1.93 0.95 5.33
Dimensional Retirement Income Fund DFA -1.47 Sep 28 0.59 0.04 1.66
Long Term Portfolio Ben Stein -1.48 Sep 28 1.49 2.00 6.95
Edge Select Conservative Merrill Lynch -1.49 Sep 28 0.77 0.50 1.54
Moderate Portfolio Lyn Alden -1.49 Sep 28 2.26 1.04 4.89
Robo Advisor 90 Value Tilt Betterment -1.49 Sep 28 2.59 2.00 7.74
Late Thirties to Early Forties Burton Malkiel -1.50 Sep 28 1.87 1.37 6.69
Robo Advisor 100 Value Tilt Betterment -1.52 Sep 28 2.41 2.82 8.46
Sheltered Sam 10/90 Bill Bernstein -1.53 Sep 28 0.29 0.18 0.50
Developed World ex-US 40/60 -1.53 Sep 28 1.28 0.41 0.77
JP Morgan Balanced Portfolio JP Morgan -1.54 Sep 28 1.50 1.81 6.36
LifeStrategy Conservative Growth Vanguard -1.55 Sep 28 1.30 0.38 2.55
Stocks/Bonds 40/60 -1.57 Sep 28 1.36 0.39 3.71
Robo Advisor 80 Value Tilt Betterment -1.57 Sep 28 2.35 1.69 6.69
Coward's Portfolio Bill Bernstein -1.59 Sep 28 1.24 2.03 5.82
All Country World 40/60 -1.59 Sep 28 1.39 0.40 2.72
Sheltered Sam 20/80 Bill Bernstein -1.64 Sep 28 0.48 0.59 1.38
No Brainer Portfolio Bill Bernstein -1.65 Sep 28 1.30 2.24 7.44
Edge Select Moderately Conservative Merrill Lynch -1.68 Sep 28 1.33 0.22 2.78
Developed World ex-US 60/40 -1.68 Sep 28 1.97 1.01 2.07
Sandwich Portfolio Bob Clyatt -1.73 Sep 28 1.27 0.91 3.96
Gretchen Tai Portfolio Gretchen Tai -1.75 Sep 28 2.02 0.89 5.17
Sheltered Sam 30/70 Bill Bernstein -1.75 Sep 28 0.67 0.98 2.24
Simple and Cheap Time Money Inc -1.77 Sep 28 1.26 0.88 4.13
Mid-Fifties Burton Malkiel -1.78 Sep 28 1.57 1.31 5.96
Desert Portfolio with Bitcoin Gyroscopic Investing -1.78 Sep 28, 08:00PM 2.00 0.29 1.23
Dynamic 40/60 Income The Lazy Team -1.79 Sep 28 0.97 0.09 2.61
LifeStrategy Income Fund Vanguard -1.79 Sep 28 0.76 -0.16 0.30
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.79 Sep 28 1.58 1.13 5.53
Robo Advisor 50 Value Tilt Betterment -1.81 Sep 28 1.38 1.04 3.51
Lifepath Fund iShares -1.81 Sep 28 1.22 0.51 2.90
Developed World ex-US 80/20 -1.82 Sep 28 2.63 1.59 3.33
Conservative Income Charles Schwab -1.83 Sep 28 0.12 -0.14 -0.40
Rob Arnott Portfolio Rob Arnott -1.84 Sep 28 1.21 0.47 2.93
All Country World 20/80 -1.85 Sep 28 0.80 -0.14 0.50
Sheltered Sam 40/60 Bill Bernstein -1.86 Sep 28 0.85 1.37 3.10
Big Rocks Portfolio Larry Swedroe -1.87 Sep 28 0.88 2.51 5.33
Four Seasons Portfolio Davide Pisicchio -1.89 Sep 28 2.12 0.02 2.64
Family Taxable Portfolio Ted Aronson -1.92 Sep 28 2.01 0.83 5.98
Developed World ex-US Stocks -1.97 Sep 28 3.26 2.14 4.54
Stocks/Bonds 20/80 -1.97 Sep 28 0.87 -0.12 0.87
Sheltered Sam 50/50 Bill Bernstein -1.97 Sep 28 1.03 1.75 3.94
Late Sixties and Beyond Burton Malkiel -2.00 Sep 28 1.13 1.29 5.02
Ulcer Free Strategy Aim Ways -2.01 Sep 28 1.65 -2.03 -0.50
GAA Global Asset Allocation Mebane Faber -2.02 Sep 28 2.09 0.17 2.33
Ideal Index Frank Armstrong -2.02 Sep 28 1.08 2.37 5.37
Tilt Toward Value Time Money Inc -2.04 Sep 28 1.11 1.29 4.38
Odd-Stats Strategy Aim Ways -2.04 Sep 28 2.14 -0.34 1.83
Global Market Portfolio Credit Suisse -2.05 Sep 28 1.30 -0.25 1.75
Margherita Portfolio Davide Pisicchio -2.06 Sep 28 1.85 -0.21 1.25
Ultimate Buy&Hold FundAdvice -2.06 Sep 28 1.20 1.93 3.87
Lazy Portfolio David Swensen -2.06 Sep 28 1.00 0.87 4.84
One-Decision Portfolio Marvin Appel -2.06 Sep 28 0.22 1.15 4.24
In Saecula Saeculorum Fulvio Marchese -2.07 Sep 28 2.29 0.24 2.50
Desert Portfolio Gyroscopic Investing -2.08 Sep 28 1.82 0.14 0.60
Sheltered Sam 60/40 Bill Bernstein -2.08 Sep 28 1.20 2.12 4.77
All Country World Bonds -2.10 Sep 28 0.19 -0.71 -1.75
Yale Endowment David Swensen -2.13 Sep 28 1.05 0.90 4.79
Conservative Portfolio Lyn Alden -2.15 Sep 28 1.88 1.19 3.36
Five Fold Scott Burns -2.18 Sep 28 0.58 0.74 3.33
Sheltered Sam 70/30 Bill Bernstein -2.19 Sep 28 1.36 2.48 5.59
Shield Strategy Aim Ways -2.20 Sep 28 3.43 -0.71 0.98
Dynamic 60/40 Income The Lazy Team -2.20 Sep 28 0.29 0.53 3.26
Six Ways from Sunday Scott Burns -2.21 Sep 28 1.95 3.35 5.77
Aim comfortable trip Aim Ways -2.23 Sep 28 2.24 0.90 0.81
Larry Portfolio Larry Swedroe -2.23 Sep 28 0.80 0.64 1.29
Seven Value Scott Burns -2.23 Sep 28 1.99 3.82 6.33
All Weather Portfolio with Bitcoin Ray Dalio -2.25 Sep 28, 08:00PM 2.62 -0.02 1.25
US Stocks Value -2.27 Sep 28 1.91 4.12 7.21
Simple Money Portfolio Tim Maurer -2.27 Sep 28 1.11 2.60 3.97
Sheltered Sam 80/20 Bill Bernstein -2.30 Sep 28 1.53 2.84 6.40
Total Bond US -2.37 Sep 28 0.36 -0.65 -1.96
Gone Fishin' Portfolio Alexander Green -2.38 Sep 28 1.99 0.85 4.13
Ultimate Buy and Hold Strategy Paul Merriman -2.39 Sep 28 1.80 3.10 7.02
Sheltered Sam 90/10 Bill Bernstein -2.41 Sep 28 1.69 3.19 7.20
All Weather Portfolio Ray Dalio -2.43 Sep 28 2.42 -0.07 1.07
Golden Ratio Portfolio Frank Vasquez -2.49 Sep 28 2.64 0.07 0.86
Sheltered Sam 100/0 Bill Bernstein -2.52 Sep 28 1.84 3.53 7.99
US Inflation Protection -2.56 Sep 28 -0.02 -1.16 -1.26
Nano Portfolio John Wasik -2.56 Sep 28 0.45 1.22 3.07
Pinwheel Tyler -2.66 Sep 28 1.72 1.29 2.82
Talmud Portfolio Roger Gibson -2.66 Sep 28 0.14 0.98 4.31
Permanent Portfolio with Bitcoin Harry Browne -2.68 Sep 28, 08:00PM 3.48 -0.31 -2.26
PISI Portfolio Davide Pisicchio -2.72 Sep 28 1.89 -0.29 -0.22
Stocks/Bonds 60/40 2x Leveraged -2.75 Sep 28 3.23 -0.13 9.22
Coffeehouse Bill Schultheis -2.79 Sep 28 0.67 2.02 4.69
Gold Pivot Ptf Aim Ways -2.96 Sep 28 4.18 -1.07 -3.40
Permanent Portfolio Harry Browne -2.98 Sep 28 3.30 -0.46 -2.84
High Yield Bonds Income The Lazy Team -3.00 Sep 28 0.81 -0.42 -0.18
10-year Treasury -3.11 Sep 28 0.12 -1.03 -3.49
Aggressive Global Income The Lazy Team -3.18 Sep 28 0.33 3.41 4.53
Golden Butterfly with Bitcoin Tyler -3.24 Sep 28, 08:00PM 2.81 0.76 0.43
US Stocks Minimum Volatility -3.27 Sep 28 3.67 5.42 4.55
European Stocks -3.34 Sep 28 1.18 4.38 3.52
Simplified Permanent Portfolio The Lazy Team -3.51 Sep 28 3.12 -0.54 -3.21
Golden Butterfly Tyler -3.54 Sep 28 2.64 0.61 -0.17
Paul Boyer Portfolio Paul Boyer -3.66 Sep 28 3.04 -0.69 -3.51
Cockroach Portfolio Tony Dong -3.74 Sep 28 1.85 1.92 -5.69
Marc Faber Portfolio Marc Faber -3.90 Sep 28 2.49 0.10 -1.90
Stocks/Bonds 40/60 2x Leveraged -3.92 Sep 28 2.28 -1.00 3.14
US Stocks Equal Weight -4.04 Sep 28 2.04 5.46 7.91
Weird Portfolio Value Stock Geek -4.85 Sep 28 2.15 0.86 -1.37
Desert Portfolio 2x Leveraged Gyroscopic Investing -5.36 Sep 28 3.37 -1.86 -3.47
Cape US Sector Value Robert Shiller -5.46 Sep 28 0.49 2.81 -0.48
Talmud Portfolio 2x Leveraged Roger Gibson -6.01 Sep 28 0.08 -0.22 4.04
All Weather Portfolio 2x Leveraged Ray Dalio -6.07 Sep 28 4.98 0.16 -1.92
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -6.95 Sep 28 5.62 -2.70 -9.76
Golden Butterfly 2x Leveraged Tyler -7.43 Sep 28 3.59 -0.37 -3.76
Gold -7.47 Sep 28 9.93 -2.09 -15.57