Last Update - May 07 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 Apr 26
|
|||||
|---|---|---|---|---|---|---|
| Ticker | Asset Class | May 26â–ľ | Time(ET) | 1M | 3M | 6M |
|
EEM
|
Emerging Markets | 4.38 | May 07 | 12.68 | 8.27 | 17.37 |
|
QQQ
|
US Technology | 3.92 | May 07 | 15.69 | 7.51 | 6.42 |
|
VPL
|
Pacific | 3.76 | May 07 | 9.78 | 8.58 | 20.29 |
|
CWB
|
US Convertible Bonds | 2.93 | May 07 | 10.53 | 8.57 | 9.36 |
|
GLD
|
Gold | 2.05 | May 07 | -1.54 | -4.78 | 15.09 |
|
SPY
|
US Large Cap | 1.73 | May 07 | 10.51 | 4.14 | 5.97 |
|
VT
|
World All Countries | 1.72 | May 07 | 9.31 | 4.20 | 8.66 |
|
VTI
|
US Total Stock Market | 1.65 | May 07 | 10.40 | 4.32 | 6.22 |
|
EFA
|
EAFE Stocks | 0.82 | May 07 | 5.34 | 1.57 | 10.25 |
|
PFF
|
US Preferred Stocks | 0.81 | May 07 | 4.22 | 0.37 | 3.28 |
|
EMB
|
Emerg. Market Bonds | 0.60 | May 07 | 2.49 | 0.52 | 1.65 |
|
IJR
|
US Small Cap | 0.50 | May 07 | 10.29 | 8.10 | 17.11 |
|
TLT
|
US Long Term Treasuries | 0.49 | May 07 | -0.84 | -0.63 | -3.05 |
|
VGK
|
Europe | 0.40 | May 07 | 5.71 | 0.05 | 10.06 |
|
LQD
|
US Invest. Grade Bonds | 0.34 | May 07 | 0.28 | -0.44 | 0.09 |
|
BNDX
|
International Bonds | 0.28 | May 07 | 0.23 | -0.41 | -0.59 |
|
FLLA
|
Latin America | 0.24 | May 07 | 2.97 | 5.51 | 28.72 |
|
VNQ
|
US REITs | 0.18 | May 07 | 8.60 | 7.22 | 10.17 |
|
BND
|
US Total Bond Market | 0.13 | May 07 | 0.15 | -0.01 | 0.50 |
|
BIL
|
US Cash | 0.08 | May 07 | 0.29 | 0.85 | 1.78 |
|
TIP
|
US TIPS | 0.03 | May 07 | 1.09 | 0.98 | 1.09 |
|
HYG
|
US High Yield Bonds | -0.04 | May 07 | 1.52 | 0.55 | 2.42 |
|
DBC
|
Commodities | -3.02 | May 07 | 7.43 | 27.30 | 40.50 |
| 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 May 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 Apr 26
|
||||||
|---|---|---|---|---|---|---|---|
| Portfolio | Author | May 26â–ľ | Time(ET) | 1M | 3M | 6M | |
| Emerging Markets Stocks | 4.38 | May 07 | 12.68 | 8.27 | 17.37 | ||
| Technology | 3.92 | May 07 | 15.69 | 7.51 | 6.42 | ||
| US Stocks Momentum | 3.08 | May 07 | 18.33 | 11.08 | 12.11 | ||
| Stocks/Bonds 80/20 Momentum | 2.49 | May 07 | 14.57 | 8.89 | 9.78 | ||
| US Stocks ESG | 2.49 | May 07 | 12.02 | 3.68 | 4.14 | ||
| Ark Tech Portfolio | Cathie Wood | 2.46 | May 07 | 13.37 | 0.90 | -9.47 | |
| Stocks/Bonds 60/40 2x Leveraged | 2.23 | May 07 | 11.99 | 3.34 | 4.04 | ||
| Diavola Portfolio | Davide Pisicchio | 2.06 | May 07 | 10.62 | 4.70 | 5.71 | |
| Gold | 2.05 | May 07 | -1.54 | -4.78 | 15.09 | ||
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | 2.02 | May 07 | 3.40 | -2.81 | 8.02 | |
| Stocks/Bonds 60/40 Momentum | 1.90 | May 07 | 10.88 | 6.69 | 7.46 | ||
| Golden Butterfly 2x Leveraged | Tyler | 1.77 | May 07 | 7.11 | 0.78 | 12.89 | |
| Edge Select Aggressive | Merrill Lynch | 1.74 | May 07 | 8.41 | 4.04 | 7.89 | |
| All Country World Stocks | 1.72 | May 07 | 9.31 | 4.20 | 8.66 | ||
| Dedalo Three | Dedalo Invest | 1.67 | May 07 | 10.07 | 4.28 | 6.96 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | 1.66 | May 07 | 5.02 | -0.43 | 4.16 | |
| US Stocks | 1.65 | May 07 | 10.40 | 4.32 | 6.22 | ||
| Stocks/Bonds 40/60 2x Leveraged | 1.63 | May 07 | 7.58 | 1.77 | 1.91 | ||
| Warren Buffett Portfolio | Warren Buffett | 1.59 | May 07 | 9.46 | 3.68 | 4.87 | |
| Second Grader's Starter | Paul Farrell | 1.57 | May 07 | 8.53 | 3.88 | 7.87 | |
| Dedalo Eleven | Dedalo Invest | 1.55 | May 07 | 8.13 | 3.75 | 7.40 | |
| Stocks/Bonds 60/40 ESG | 1.54 | May 07 | 7.09 | 2.17 | 2.64 | ||
| Mid-Twenties | Burton Malkiel | 1.53 | May 07 | 8.22 | 4.22 | 8.67 | |
| Developed World ex-US Stocks | 1.53 | May 07 | 7.37 | 4.10 | 14.93 | ||
| Family Taxable Portfolio | Ted Aronson | 1.51 | May 07 | 7.38 | 4.78 | 9.76 | |
| Edge Select Moderately Aggressive | Merrill Lynch | 1.47 | May 07 | 6.96 | 3.26 | 6.42 | |
| Shield Strategy | Aim Ways | 1.46 | May 07 | 4.31 | 0.89 | 5.88 | |
| LifeStrategy Growth Fund | Vanguard | 1.43 | May 07 | 7.45 | 3.43 | 7.38 | |
| Late Thirties to Early Forties | Burton Malkiel | 1.42 | May 07 | 7.96 | 4.06 | 8.37 | |
| All Country World 80/20 | 1.42 | May 07 | 7.53 | 3.36 | 7.00 | ||
| Three Funds | Bogleheads | 1.42 | May 07 | 7.50 | 3.46 | 7.30 | |
| Four Funds | Bogleheads | 1.41 | May 07 | 7.59 | 3.55 | 7.36 | |
| Dedalo Four | Dedalo Invest | 1.39 | May 07 | 8.04 | 3.36 | 5.49 | |
| Gold Pivot Ptf | Aim Ways | 1.38 | May 07 | 2.14 | -0.63 | 6.99 | |
| Robo Advisor 90 Value Tilt | Betterment | 1.38 | May 07 | 8.19 | 4.68 | 11.08 | |
| Gone Fishin' Portfolio | Alexander Green | 1.37 | May 07 | 6.58 | 3.70 | 10.83 | |
| Pepperoni Portfolio | Davide Pisicchio | 1.37 | May 07 | 7.20 | 3.36 | 4.43 | |
| Stocks/Bonds 80/20 | 1.35 | May 07 | 8.28 | 3.46 | 5.08 | ||
| Gretchen Tai Portfolio | Gretchen Tai | 1.32 | May 07 | 6.81 | 3.76 | 8.55 | |
| Stocks/Bonds 40/60 Momentum | 1.31 | May 07 | 7.24 | 4.48 | 5.13 | ||
| Robo Advisor 100 Value Tilt | Betterment | 1.29 | May 07 | 8.44 | 4.45 | 10.91 | |
| Core Four | Rick Ferri | 1.28 | May 07 | 7.52 | 3.69 | 7.18 | |
| Perfect Portfolio | Ben Stein | 1.28 | May 07 | 7.28 | 4.76 | 9.80 | |
| Developed World ex-US 80/20 | 1.28 | May 07 | 5.97 | 3.24 | 11.92 | ||
| Simple Path to Wealth | JL Collins | 1.27 | May 07 | 7.76 | 3.25 | 4.79 | |
| Robo Advisor 80 Value Tilt | Betterment | 1.27 | May 07 | 7.37 | 4.19 | 9.93 | |
| Paul Boyer Portfolio | Paul Boyer | 1.25 | May 07 | 2.32 | 0.71 | 8.07 | |
| Mid-Fifties | Burton Malkiel | 1.24 | May 07 | 7.42 | 3.85 | 7.86 | |
| Ulcer Free Strategy | Aim Ways | 1.23 | May 07 | 3.06 | 1.35 | 4.01 | |
| Golden Ratio Portfolio | Frank Vasquez | 1.21 | May 07 | 4.32 | 1.83 | 7.00 | |
| Margaritaville | Scott Burns | 1.19 | May 07 | 6.40 | 3.22 | 6.99 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | 1.19 | May 07 | 12.54 | 6.61 | 7.90 | |
| Edge Select Moderate | Merrill Lynch | 1.14 | May 07 | 5.39 | 2.52 | 5.14 | |
| US Stocks Quality | 1.14 | May 07 | 8.05 | 2.60 | 6.13 | ||
| Long Term Portfolio | Ben Stein | 1.14 | May 07 | 7.27 | 4.06 | 8.85 | |
| All Country World 60/40 | 1.13 | May 07 | 5.77 | 2.52 | 5.33 | ||
| Marc Faber Portfolio | Marc Faber | 1.12 | May 07 | 4.14 | 1.67 | 9.52 | |
| LifeStrategy Moderate Growth | Vanguard | 1.12 | May 07 | 5.62 | 2.56 | 5.59 | |
| Odd-Stats Strategy | Aim Ways | 1.11 | May 07 | 4.30 | 1.74 | 4.37 | |
| Capricciosa Portfolio | Davide Pisicchio | 1.09 | May 07 | 5.55 | 2.31 | 4.67 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | 1.09 | May 07 | 8.10 | 5.01 | 13.72 | |
| Permanent Portfolio with Bitcoin | Harry Browne | 1.08 | May 07 | 2.14 | -0.13 | 4.50 | |
| Stocks/Bonds 60/40 with Bitcoin | 1.08 | May 07 | 6.31 | 2.51 | 3.18 | ||
| Permanent Portfolio | Harry Browne | 1.07 | May 07 | 1.91 | -0.19 | 5.50 | |
| Pinwheel | Tyler | 1.06 | May 07 | 5.66 | 3.07 | 9.52 | |
| Stocks/Bonds 40/60 ESG | 1.06 | May 07 | 4.72 | 1.42 | 1.89 | ||
| Global Market Portfolio | Credit Suisse | 1.05 | May 07 | 4.30 | 2.06 | 4.13 | |
| Stocks/Bonds 60/40 | 1.05 | May 07 | 6.20 | 2.60 | 3.93 | ||
| Lazy Portfolio | David Swensen | 1.04 | May 07 | 6.77 | 3.97 | 7.08 | |
| No Brainer Portfolio | Bill Bernstein | 1.03 | May 07 | 7.18 | 4.22 | 9.25 | |
| Four Seasons Portfolio | Davide Pisicchio | 1.03 | May 07 | 4.47 | 1.65 | 4.96 | |
| Developed World ex-US 60/40 | 1.03 | May 07 | 4.56 | 2.36 | 8.87 | ||
| In Saecula Saeculorum | Fulvio Marchese | 1.02 | May 07 | 4.40 | 1.36 | 4.64 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 1.01 | May 07 | 6.58 | 3.39 | 6.77 | |
| Yale Endowment | David Swensen | 0.98 | May 07 | 6.71 | 3.94 | 7.32 | |
| Simplified Permanent Portfolio | The Lazy Team | 0.96 | May 07 | 1.98 | -0.27 | 5.71 | |
| Four Square | Scott Burns | 0.96 | May 07 | 4.83 | 2.32 | 5.12 | |
| Simple and Cheap | Time Money Inc | 0.96 | May 07 | 5.55 | 2.86 | 5.72 | |
| Sandwich Portfolio | Bob Clyatt | 0.95 | May 07 | 5.24 | 2.86 | 6.27 | |
| Late Sixties and Beyond | Burton Malkiel | 0.93 | May 07 | 6.48 | 3.46 | 6.91 | |
| Weird Portfolio | Value Stock Geek | 0.92 | May 07 | 4.35 | 2.12 | 10.82 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | 0.90 | May 07 | 3.49 | 2.79 | 7.01 | |
| Golden Butterfly with Bitcoin | Tyler | 0.88 | May 07 | 3.61 | 1.22 | 6.80 | |
| Margherita Portfolio | Davide Pisicchio | 0.87 | May 07 | 3.45 | 1.22 | 4.39 | |
| Golden Butterfly | Tyler | 0.87 | May 07 | 3.38 | 1.16 | 7.83 | |
| Edge Select Moderately Conservative | Merrill Lynch | 0.84 | May 07 | 3.81 | 1.67 | 3.60 | |
| Couch Potato | Scott Burns | 0.84 | May 07 | 5.64 | 2.66 | 3.67 | |
| All Country World 40/60 | 0.84 | May 07 | 4.01 | 1.66 | 3.66 | ||
| Robo Advisor 50 Value Tilt | Betterment | 0.83 | May 07 | 4.68 | 2.36 | 5.81 | |
| Andrew Tobias Portfolio | Andrew Tobias | 0.82 | May 07 | 5.24 | 2.05 | 5.96 | |
| Sheltered Sam 100/0 | Bill Bernstein | 0.82 | May 07 | 7.83 | 4.81 | 13.27 | |
| Aim comfortable trip | Aim Ways | 0.81 | May 07 | 3.09 | 1.06 | 7.36 | |
| Five Fold | Scott Burns | 0.80 | May 07 | 5.59 | 3.30 | 6.14 | |
| LifeStrategy Conservative Growth | Vanguard | 0.80 | May 07 | 3.79 | 1.67 | 3.80 | |
| Developed World ex-US 40/60 | 0.78 | May 07 | 3.14 | 1.45 | 5.77 | ||
| Stocks/Bonds 40/60 with Bitcoin | 0.77 | May 07 | 4.25 | 1.64 | 2.03 | ||
| PISI Portfolio | Davide Pisicchio | 0.77 | May 07 | 2.79 | 0.70 | 3.56 | |
| GAA Global Asset Allocation | Mebane Faber | 0.77 | May 07 | 4.10 | 3.41 | 7.12 | |
| Eliminate Fat Tails | Larry Swedroe | 0.77 | May 07 | 4.00 | 3.19 | 6.12 | |
| Tilt Toward Value | Time Money Inc | 0.76 | May 07 | 5.39 | 2.99 | 6.23 | |
| Sheltered Sam 90/10 | Bill Bernstein | 0.74 | May 07 | 7.11 | 4.40 | 12.06 | |
| Stocks/Bonds 40/60 | 0.74 | May 07 | 4.15 | 1.73 | 2.79 | ||
| Lifepath Fund | iShares | 0.74 | May 07 | 3.98 | 1.96 | 4.13 | |
| Stocks/Bonds 20/80 Momentum | 0.72 | May 07 | 3.67 | 2.24 | 2.81 | ||
| Ideal Index | Frank Armstrong | 0.72 | May 07 | 5.89 | 3.88 | 9.55 | |
| JP Morgan Balanced Portfolio | JP Morgan | 0.72 | May 07 | 6.02 | 4.41 | 8.49 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 0.71 | May 07 | 3.07 | 0.79 | 2.87 | |
| Desert Portfolio | Gyroscopic Investing | 0.70 | May 07 | 2.83 | 0.73 | 3.90 | |
| Coward's Portfolio | Bill Bernstein | 0.69 | May 07 | 5.48 | 3.50 | 8.06 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | 0.68 | May 07 | 3.33 | 2.55 | 3.80 | |
| Sheltered Sam 80/20 | Bill Bernstein | 0.66 | May 07 | 6.39 | 3.99 | 10.85 | |
| Talmud Portfolio | Roger Gibson | 0.65 | May 07 | 6.34 | 3.87 | 5.63 | |
| Ultimate Buy&Hold | FundAdvice | 0.63 | May 07 | 4.97 | 3.13 | 8.57 | |
| All Weather Portfolio | Ray Dalio | 0.62 | May 07 | 3.20 | 2.83 | 5.06 | |
| Dynamic 40/60 Income | The Lazy Team | 0.61 | May 07 | 3.71 | 1.21 | 2.95 | |
| Sheltered Sam 70/30 | Bill Bernstein | 0.58 | May 07 | 5.67 | 3.57 | 9.64 | |
| Nano Portfolio | John Wasik | 0.56 | May 07 | 5.08 | 2.83 | 5.73 | |
| All Country World 20/80 | 0.55 | May 07 | 2.26 | 0.80 | 1.99 | ||
| Robust | Alpha Architect | 0.54 | May 07 | 8.68 | 8.93 | 14.13 | |
| Developed World ex-US 20/80 | 0.53 | May 07 | 1.69 | 0.53 | 2.62 | ||
| Dynamic 60/40 Income | The Lazy Team | 0.52 | May 07 | 4.95 | 2.56 | 4.67 | |
| Sheltered Sam 60/40 | Bill Bernstein | 0.50 | May 07 | 4.95 | 3.15 | 8.43 | |
| LifeStrategy Income Fund | Vanguard | 0.49 | May 07 | 1.98 | 0.77 | 1.99 | |
| One-Decision Portfolio | Marvin Appel | 0.48 | May 07 | 4.85 | 3.18 | 5.54 | |
| Big Rocks Portfolio | Larry Swedroe | 0.46 | May 07 | 5.05 | 3.36 | 8.50 | |
| Coffeehouse | Bill Schultheis | 0.45 | May 07 | 5.25 | 3.52 | 7.82 | |
| Dimensional Retirement Income Fund | DFA | 0.44 | May 06 | 2.35 | 1.59 | 3.12 | |
| Larry Portfolio | Larry Swedroe | 0.44 | May 07 | 2.85 | 1.86 | 5.26 | |
| Stocks/Bonds 20/80 | 0.44 | May 07 | 2.13 | 0.86 | 1.64 | ||
| Sheltered Sam 50/50 | Bill Bernstein | 0.42 | May 07 | 4.22 | 2.72 | 7.22 | |
| European Stocks | 0.40 | May 07 | 5.71 | 0.05 | 10.06 | ||
| Simple Money Portfolio | Tim Maurer | 0.40 | May 07 | 4.31 | 2.55 | 8.44 | |
| Edge Select Conservative | Merrill Lynch | 0.38 | May 07 | 2.03 | 1.14 | 2.89 | |
| Robo Advisor 20 Value Tilt | Betterment | 0.36 | May 07 | 2.03 | 1.09 | 3.00 | |
| Developed World ex-US Stocks Momentum | 0.35 | May 07 | 8.12 | 2.43 | 12.89 | ||
| Sheltered Sam 40/60 | Bill Bernstein | 0.34 | May 07 | 3.49 | 2.30 | 6.01 | |
| Developed World ex-US 60/40 Momentum | 0.32 | May 07 | 4.97 | 1.33 | 7.67 | ||
| Developed World ex-US 40/60 Momentum | 0.30 | May 07 | 3.39 | 0.76 | 4.98 | ||
| High Yield Bonds Income | The Lazy Team | 0.28 | May 07 | 1.52 | 0.21 | 1.41 | |
| Total Bond Developed World ex-US | 0.28 | May 07 | 0.23 | -0.41 | -0.59 | ||
| Sheltered Sam 30/70 | Bill Bernstein | 0.26 | May 07 | 2.76 | 1.86 | 4.79 | |
| Rob Arnott Portfolio | Rob Arnott | 0.25 | May 07 | 3.66 | 4.36 | 6.64 | |
| All Country World Bonds | 0.25 | May 07 | 0.53 | -0.07 | 0.30 | ||
| Robo Advisor 10 Value Tilt | Betterment | 0.19 | May 07 | 1.11 | 0.66 | 2.08 | |
| Berkshire Hathaway | Warren Buffett | 0.19 | May 07 | -0.87 | -1.47 | -0.54 | |
| Sheltered Sam 20/80 | Bill Bernstein | 0.18 | May 07 | 2.02 | 1.43 | 3.58 | |
| Five Asset | Roger Gibson | 0.17 | May 07 | 6.88 | 8.86 | 14.17 | |
| Total Bond US | 0.13 | May 07 | 0.15 | -0.01 | 0.50 | ||
| Conservative Income | Charles Schwab | 0.10 | May 07 | 0.88 | 0.77 | 1.49 | |
| Sheltered Sam 10/90 | Bill Bernstein | 0.10 | May 07 | 1.29 | 0.99 | 2.37 | |
| Cape US Sector Value | Robert Shiller | 0.09 | May 07 | 5.50 | -1.21 | 3.92 | |
| US Cash | 0.08 | May 07 | 0.29 | 0.85 | 1.78 | ||
| 10-year Treasury | 0.07 | May 07 | -0.15 | -0.06 | -0.07 | ||
| US Inflation Protection | 0.03 | May 07 | 1.09 | 0.98 | 1.09 | ||
| Sheltered Sam 0/100 | Bill Bernstein | 0.02 | May 07 | 0.55 | 0.54 | 1.15 | |
| US Stocks Equal Weight | 0.01 | May 07 | 6.00 | 3.15 | 9.15 | ||
| Robo Advisor 0 | Betterment | 0.01 | May 07 | 0.20 | 0.24 | 1.19 | |
| Short Term Treasury | 0.00 | May 07 | 0.19 | 0.25 | 1.20 | ||
| US Stocks Value | -0.07 | May 07 | 5.95 | 3.35 | 8.21 | ||
| 7Twelve Portfolio | Craig Israelsen | -0.14 | May 07 | 5.79 | 9.11 | 14.02 | |
| Ivy Portfolio | Mebane Faber | -0.18 | May 07 | 6.68 | 10.55 | 15.90 | |
| Six Ways from Sunday | Scott Burns | -0.37 | May 07 | 3.82 | 5.92 | 11.27 | |
| US Stocks Minimum Volatility | -0.38 | May 07 | 2.05 | 0.04 | 2.41 | ||
| Seven Value | Scott Burns | -0.38 | May 07 | 4.05 | 5.65 | 11.44 | |
| Cockroach Portfolio | Tony Dong | -0.54 | May 07 | 0.59 | 0.03 | 7.51 | |
| Aggressive Global Income | The Lazy Team | -0.58 | May 07 | 4.48 | 4.52 | 12.05 | |
