Last Update - 30 September 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 Sep 26
Ticker Asset Class 1M 3M 6M
TLT
US Long Term Treasuries -5.38 -8.95 -8.18
VNQ
US REITs -6.26 -6.25 2.82
DBC
Commodities 3.26 21.23 11.64
IJR
US Small Cap Blend -5.53 -7.94 10.16
TIP
US TIPS -2.60 -3.29 -2.50
LQD
US Invest. Grade Bonds -3.39 -5.18 -3.99
BND
US Total Bond Market -2.55 -3.45 -2.78
EMB
Emerg. Market Bonds -3.73 -4.58 -0.71
BNDX
International Bonds -1.18 -2.51 -1.04
HYG
US High Yield Bonds -2.73 -2.00 0.01
BIL
US Cash 0.28 0.90 1.79
EFA
EAFE Stocks -3.31 0.01 8.65
VTI
US Total Stock Market -0.78 1.39 17.29
SPY
US Large Cap Blend -0.33 2.38 17.86
VT
World All Countries -1.43 0.83 14.83
PFF
US Preferred Stocks -2.62 -1.87 0.03
CWB
US Convertible Bonds -0.84 -5.74 11.47
GLD
Gold -6.75 3.38 -11.49
QQQ
US Technology 3.32 0.56 28.44
EEM
Emerging Markets -0.34 -2.37 18.22
IJH
US Mid Cap Blend -4.22 -6.41 7.14
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 Oct 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 Sep 26
Portfolio Author Oct 26▾ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 9.18 Oct 30 -1.27 -0.25 4.02
US Stocks Minimum Volatility 5.63 Oct 30 -3.70 1.35 5.74
All Weather Portfolio 2x Leveraged Ray Dalio 5.48 Oct 30 -6.63 -3.81 -1.66
Cockroach Portfolio Tony Dong 5.47 Oct 30 -4.23 -2.05 -3.13
US Stocks Equal Weight 4.95 Oct 30 -4.83 -1.87 9.22
US Stocks Value 4.92 Oct 30 -3.21 0.55 8.76
Talmud Portfolio 2x Leveraged Roger Gibson 4.57 Oct 30 -6.96 -6.68 6.97
Cape US Sector Value Robert Shiller 4.14 Oct 30 -6.19 -4.41 0.74
Seven Value Scott Burns 3.49 Oct 30 -2.89 0.95 5.60
Aggressive Global Income The Lazy Team 3.39 Oct 30 -4.22 -2.05 4.00
Six Ways from Sunday Scott Burns 3.16 Oct 30 -2.80 1.18 4.67
10-year Treasury 3.10 Oct 30 -3.35 -4.58 -4.51
Stocks/Bonds 40/60 2x Leveraged 2.65 Oct 30 -4.27 -4.21 6.24
US Inflation Protection 2.55 Oct 30 -2.60 -3.29 -2.50
Total Bond US 2.37 Oct 30 -2.55 -3.45 -2.78
Coffeehouse Bill Schultheis 2.26 Oct 30 -3.46 -3.30 5.17
Talmud Portfolio Roger Gibson 2.16 Oct 30 -3.20 -2.75 5.61
All Weather Portfolio Ray Dalio 2.15 Oct 30 -2.68 -1.33 1.49
Rob Arnott Portfolio Rob Arnott 2.07 Oct 30 -2.08 -0.71 2.55
All Weather Portfolio with Bitcoin Ray Dalio 1.98 Oct 30 -2.57 -1.07 1.82
All Country World Bonds 1.94 Oct 30 -2.25 -3.29 -1.86
Conservative Income Charles Schwab 1.86 Oct 30 -1.99 -2.34 -1.02
High Yield Bonds Income The Lazy Team 1.76 Oct 30 -3.49 -4.11 -1.57
Stocks/Bonds 20/80 1.76 Oct 30 -2.16 -2.40 1.10
One-Decision Portfolio Marvin Appel 1.75 Oct 30 -2.56 -2.19 4.68
Nano Portfolio John Wasik 1.70 Oct 30 -3.11 -2.28 4.59
Sheltered Sam 0/100 Bill Bernstein 1.57 Oct 30 -1.37 -1.45 -0.93
Sheltered Sam 10/90 Bill Bernstein 1.54 Oct 30 -1.60 -1.46 0.27
Ivy Portfolio Mebane Faber 1.53 Oct 30 -1.12 3.66 7.89
Sheltered Sam 20/80 Bill Bernstein 1.52 Oct 30 -1.82 -1.46 1.46
Desert Portfolio 2x Leveraged Gyroscopic Investing 1.52 Oct 30 -5.49 -4.38 0.05
Sheltered Sam 30/70 Bill Bernstein 1.50 Oct 30 -2.03 -1.46 2.66
Sheltered Sam 40/60 Bill Bernstein 1.48 Oct 30 -2.24 -1.47 3.85
Sheltered Sam 50/50 Bill Bernstein 1.45 Oct 30 -2.44 -1.47 5.03
Five Asset Roger Gibson 1.45 Oct 30 -1.42 2.86 8.28
Sheltered Sam 60/40 Bill Bernstein 1.43 Oct 30 -2.64 -1.47 6.21
Sheltered Sam 70/30 Bill Bernstein 1.41 Oct 30 -2.83 -1.47 7.39
Sheltered Sam 80/20 Bill Bernstein 1.38 Oct 30 -3.01 -1.48 8.57
Simple Money Portfolio Tim Maurer 1.37 Oct 30 -2.92 -1.03 5.43
Sheltered Sam 90/10 Bill Bernstein 1.36 Oct 30 -3.19 -1.48 9.74
Dimensional Retirement Income Fund DFA 1.36 Oct 29 -2.44 -1.99 1.16
Total Bond Developed World ex-US 1.36 Oct 30 -1.18 -2.51 -1.04
7Twelve Portfolio Craig Israelsen 1.34 Oct 30 -1.12 2.53 7.09
Sheltered Sam 100/0 Bill Bernstein 1.34 Oct 30 -3.37 -1.48 10.91
LifeStrategy Income Fund Vanguard 1.34 Oct 30 -1.99 -2.36 1.11
Edge Select Conservative Merrill Lynch 1.23 Oct 30 -1.69 -1.61 2.02
All Country World 20/80 1.23 Oct 30 -2.07 -2.40 1.44
Big Rocks Portfolio Larry Swedroe 1.19 Oct 30 -2.48 -1.35 6.60
Tilt Toward Value Time Money Inc 1.18 Oct 30 -2.56 -1.94 6.28
Stocks/Bonds 40/60 1.14 Oct 30 -1.79 -1.40 5.05
Weird Portfolio Value Stock Geek 1.11 Oct 30 -5.37 -3.21 0.17
Late Sixties and Beyond Burton Malkiel 1.10 Oct 30 -2.60 -1.88 7.76
Larry Portfolio Larry Swedroe 1.10 Oct 30 -2.52 -2.52 1.77
Five Fold Scott Burns 1.02 Oct 30 -2.67 -2.24 5.48
Robo Advisor 0 Betterment 0.98 Oct 30 -0.65 -0.36 -0.02
Stocks/Bonds 60/40 2x Leveraged 0.97 Oct 30 -3.15 -1.62 15.18
Lifepath Fund iShares 0.95 Oct 30 -2.15 -1.88 4.28
Stocks/Bonds 40/60 with Bitcoin 0.93 Oct 30 -1.65 -0.84 5.29
PISI Portfolio Davide Pisicchio 0.93 Oct 30 -2.85 -1.98 1.09
Robo Advisor 10 Value Tilt Betterment 0.92 Oct 30 -1.04 -0.77 1.10
Couch Potato Scott Burns 0.92 Oct 30 -1.64 -0.84 7.17
Short Term Treasury 0.92 Oct 30 -0.55 -0.22 0.11
Robo Advisor 20 Value Tilt Betterment 0.89 Oct 30 -1.43 -1.17 2.20
Global Market Portfolio Credit Suisse 0.86 Oct 30 -2.48 -2.88 3.92
European Stocks 0.85 Oct 30 -5.07 -1.72 7.00
Coward's Portfolio Bill Bernstein 0.83 Oct 30 -2.10 -1.36 7.66
GAA Global Asset Allocation Mebane Faber 0.78 Oct 30 -2.25 -0.99 3.59
Developed World ex-US 20/80 0.75 Oct 30 -1.58 -2.10 1.43
Yale Endowment David Swensen 0.75 Oct 30 -2.63 -1.89 7.46
Ultimate Buy&Hold FundAdvice 0.74 Oct 30 -2.62 -1.36 5.90
Ideal Index Frank Armstrong 0.70 Oct 30 -2.72 -1.97 7.48
JP Morgan Balanced Portfolio JP Morgan 0.67 Oct 30 -2.00 -0.44 7.78
Robo Advisor 50 Value Tilt Betterment 0.64 Oct 30 -2.27 -1.82 5.81
LifeStrategy Conservative Growth Vanguard 0.61 Oct 30 -1.84 -1.59 4.50
Edge Select Moderately Conservative Merrill Lynch 0.60 Oct 30 -1.93 -1.75 4.28
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.59 Oct 30 -2.28 -1.15 8.46
Golden Butterfly Tyler 0.59 Oct 30 -3.86 -2.22 1.07
Lazy Portfolio David Swensen 0.56 Oct 30 -2.55 -1.89 7.49
Dynamic 60/40 Income The Lazy Team 0.55 Oct 30 -2.61 -1.81 3.95
Simple and Cheap Time Money Inc 0.54 Oct 30 -2.23 -1.57 6.67
Golden Butterfly with Bitcoin Tyler 0.53 Oct 30 -3.64 -1.75 1.67
All Country World 40/60 0.52 Oct 30 -1.90 -1.54 4.75
Stocks/Bonds 60/40 0.52 Oct 30 -1.44 -0.43 9.06
Stocks/Bonds 40/60 ESG 0.50 Oct 30 -1.45 -0.80 6.48
US Cash 0.35 Oct 30 0.28 0.90 1.79
Desert Portfolio Gyroscopic Investing 0.33 Oct 30 -2.09 -0.70 2.22
Stocks/Bonds 60/40 with Bitcoin 0.31 Oct 30 -1.30 0.12 9.32
Golden Butterfly 2x Leveraged Tyler 0.28 Oct 30 -7.81 -6.91 -0.13
Conservative Portfolio Lyn Alden 0.27 Oct 30 -2.58 -0.88 6.40
Desert Portfolio with Bitcoin Gyroscopic Investing 0.27 Oct 30 -1.86 -0.20 2.84
Mid-Fifties Burton Malkiel 0.25 Oct 30 -2.39 -1.54 9.65
Sandwich Portfolio Bob Clyatt 0.22 Oct 30 -2.08 -1.39 6.28
Eliminate Fat Tails Larry Swedroe 0.19 Oct 30 -1.75 -2.55 4.11
Developed World ex-US 40/60 0.15 Oct 30 -1.95 -1.71 3.88
Ultimate Buy and Hold Strategy Paul Merriman 0.14 Oct 30 -3.25 -1.21 10.80
Odd-Stats Strategy Aim Ways 0.13 Oct 30 -1.95 -1.44 4.66
US Stocks Quality 0.11 Oct 30 0.04 1.50 16.32
In Saecula Saeculorum Fulvio Marchese 0.10 Oct 30 -2.18 -0.68 4.78
Four Square Scott Burns 0.07 Oct 30 -1.75 -1.20 6.16
Simple Path to Wealth JL Collins 0.06 Oct 30 -1.19 0.27 12.11
No Brainer Portfolio Bill Bernstein 0.02 Oct 30 -2.28 -1.79 9.88
Golden Ratio Portfolio Frank Vasquez 0.00 Oct 30 -2.81 -1.46 3.36
Dynamic 40/60 Income The Lazy Team -0.04 Oct 30 -2.05 -1.41 3.26
Edge Select Moderate Merrill Lynch -0.05 Oct 30 -1.81 -1.31 7.12
Margherita Portfolio Davide Pisicchio -0.07 Oct 30 -2.07 -1.00 2.96
Stocks/Bonds 80/20 -0.10 Oct 30 -1.10 0.50 13.14
Andrew Tobias Portfolio Andrew Tobias -0.10 Oct 30 -1.59 0.42 8.56
LifeStrategy Moderate Growth Vanguard -0.12 Oct 30 -1.71 -0.85 7.90
Core Four Rick Ferri -0.18 Oct 30 -1.96 -0.64 10.53
All Country World 60/40 -0.18 Oct 30 -1.73 -0.72 8.09
Stocks/Bonds 20/80 Momentum -0.20 Oct 30 -0.60 -4.41 4.07
Capricciosa Portfolio Davide Pisicchio -0.21 Oct 30 -1.55 -0.45 7.38
Robo Advisor 80 Value Tilt Betterment -0.22 Oct 30 -2.19 -1.08 10.73
Long Term Portfolio Ben Stein -0.26 Oct 30 -2.13 -0.95 10.19
Simplified Permanent Portfolio The Lazy Team -0.27 Oct 30 -3.50 -1.11 -1.21
Pinwheel Tyler -0.28 Oct 30 -3.13 -1.64 5.53
Permanent Portfolio Harry Browne -0.32 Oct 30 -3.07 -0.85 -0.56
Family Taxable Portfolio Ted Aronson -0.33 Oct 30 -2.41 -2.93 9.46
Robo Advisor 100 Value Tilt Betterment -0.34 Oct 30 -2.29 -0.40 13.14
Four Seasons Portfolio Davide Pisicchio -0.34 Oct 30 -1.94 -0.61 4.90
Stocks/Bonds 60/40 ESG -0.36 Oct 30 -1.01 0.42 11.26
Margaritaville Scott Burns -0.36 Oct 30 -1.91 -0.77 8.65
Late Thirties to Early Forties Burton Malkiel -0.38 Oct 30 -2.10 -1.11 11.02
Permanent Portfolio with Bitcoin Harry Browne -0.38 Oct 30 -2.84 -0.35 0.03
Aim comfortable trip Aim Ways -0.40 Oct 30 -2.40 -0.45 3.18
Developed World ex-US 60/40 -0.45 Oct 30 -2.30 -1.34 6.29
Robo Advisor 90 Value Tilt Betterment -0.45 Oct 30 -2.18 -0.80 12.30
Developed World ex-US 40/60 Momentum -0.46 Oct 30 -1.18 -2.00 3.72
Marc Faber Portfolio Marc Faber -0.47 Oct 30 -4.13 -1.56 0.82
Dedalo Four Dedalo Invest -0.52 Oct 30 -1.02 0.52 12.90
Gretchen Tai Portfolio Gretchen Tai -0.53 Oct 30 -2.30 -1.67 8.85
Pepperoni Portfolio Davide Pisicchio -0.68 Oct 30 -0.70 -0.28 11.05
Paul Boyer Portfolio Paul Boyer -0.69 Oct 30 -3.85 -2.99 -1.41
US Stocks -0.71 Oct 30 -0.78 1.39 17.29
Four Funds Bogleheads -0.73 Oct 30 -1.63 -0.14 11.37
Mid-Twenties Burton Malkiel -0.74 Oct 30 -2.00 -0.98 11.55
Three Funds Bogleheads -0.75 Oct 30 -1.62 -0.15 11.34
Gone Fishin' Portfolio Alexander Green -0.77 Oct 30 -2.88 -2.52 7.37
Edge Select Moderately Aggressive Merrill Lynch -0.82 Oct 30 -1.49 -0.56 10.26
LifeStrategy Growth Fund Vanguard -0.85 Oct 30 -1.58 -0.14 11.33
Perfect Portfolio Ben Stein -0.87 Oct 30 -1.23 0.92 11.72
Warren Buffett Portfolio Warren Buffett -0.88 Oct 30 -0.22 2.31 16.46
All Country World 80/20 -0.89 Oct 30 -1.58 0.07 11.45
Dedalo Eleven Dedalo Invest -0.92 Oct 30 -1.21 0.00 12.55
Dedalo Three Dedalo Invest -0.98 Oct 30 -0.98 1.22 16.54
Moderate Portfolio Lyn Alden -1.01 Oct 30 -1.90 -0.62 9.38
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -1.02 Oct 30 -6.75 -3.23 -4.71
Developed World ex-US 80/20 -1.05 Oct 30 -2.62 -0.99 8.68
Second Grader's Starter Paul Farrell -1.06 Oct 30 -1.45 0.30 13.36
Ulcer Free Strategy Aim Ways -1.14 Oct 30 -1.80 -2.61 1.59
Aggressive Portfolio Lyn Alden -1.14 Oct 30 -1.88 -0.22 10.62
Robust Alpha Architect -1.36 Oct 30 0.35 -0.90 13.13
Developed World ex-US 60/40 Momentum -1.36 Oct 30 -1.18 -1.76 6.10
Shield Strategy Aim Ways -1.42 Oct 30 -1.99 -0.18 4.39
Edge Select Aggressive Merrill Lynch -1.45 Oct 30 -1.32 -0.14 13.00
All Country World Stocks -1.60 Oct 30 -1.43 0.83 14.83
Developed World ex-US Stocks -1.66 Oct 30 -2.93 -0.65 11.04
Diavola Portfolio Davide Pisicchio -1.97 Oct 30 0.21 0.89 18.06
US Stocks ESG -2.07 Oct 30 -0.20 2.73 21.26
Gold Pivot Ptf Aim Ways -2.45 Oct 30 -2.60 0.20 0.06
Stocks/Bonds 40/60 Momentum -2.77 Oct 30 1.20 -5.26 11.04
Developed World ex-US Stocks Momentum -3.17 Oct 30 -1.18 -1.31 10.85
Stocks/Bonds 60/40 Momentum -5.34 Oct 30 2.87 -6.00 18.12
Gold -6.58 Oct 30 -6.75 3.38 -11.49
Technology -6.66 Oct 30 3.32 0.56 28.44
Ark Tech Portfolio Cathie Wood -7.79 Oct 30 6.09 11.54 44.14
Stocks/Bonds 80/20 Momentum -7.90 Oct 30 4.42 -6.66 25.32
Emerging Markets Stocks -8.61 Oct 30 -0.34 -2.37 18.22
US Stocks Momentum -10.47 Oct 30 5.87 -7.25 32.64