Assets and Lazy Portfolios Short Term Returns

Last Update - Dec 05 2025 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 Nov 25
Ticker Asset Class Dec 25â–ľ Time(ET) 1M 3M 6M
DBC
Commodities 1.17 Dec 05 0.79 3.83 10.44
QQQ
US Technology 1.01 Dec 05 -1.56 8.69 19.56
VPL
Pacific 0.99 Dec 05 -0.87 6.31 16.05
EEM
Emerging Markets 0.77 Dec 05 -1.77 8.95 20.49
EFA
EAFE Stocks 0.65 Dec 05 0.74 4.06 9.04
IJR
US Small Cap 0.63 Dec 05 2.61 2.78 15.56
VGK
Europe 0.60 Dec 05 1.53 4.13 8.06
VT
World All Countries 0.48 Dec 05 0.21 5.69 15.15
VTI
US Total Stock Market 0.37 Dec 05 0.27 5.99 16.69
SPY
US Large Cap 0.34 Dec 05 0.20 6.24 16.61
PFF
US Preferred Stocks 0.31 Dec 05 -0.29 -0.03 5.79
CWB
US Convertible Bonds 0.24 Dec 05 -2.65 5.39 14.50
HYG
US High Yield Bonds 0.17 Dec 05 0.75 1.63 4.78
BIL
US Cash 0.09 Dec 05 0.29 0.97 2.05
EMB
Emerg. Market Bonds -0.03 Dec 05 0.50 4.09 9.55
GLD
Gold -0.37 Dec 05 5.37 21.95 27.76
TIP
US TIPS -0.44 Dec 05 0.22 0.96 3.56
BNDX
International Bonds -0.46 Dec 05 -0.18 1.35 1.71
BND
US Total Bond Market -0.46 Dec 05 0.60 2.32 4.79
LQD
US Invest. Grade Bonds -0.53 Dec 05 0.93 2.98 6.13
FLLA
Latin America -1.49 Dec 05 5.66 12.09 20.18
VNQ
US REITs -1.60 Dec 05 2.42 -0.03 4.25
TLT
US Long Term Treasuries -1.91 Dec 05 0.27 5.31 6.89
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 Dec 25) 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 Nov 25
Portfolio Author Dec 25â–ľ Time(ET) 1M 3M 6M
Ark Tech Portfolio Cathie Wood 2.10 Dec 05 -9.33 9.31 38.08
US Stocks Momentum 1.01 Dec 05 -1.56 2.92 8.56
Technology 1.01 Dec 05 -1.56 8.69 19.56
US Stocks Quality 0.85 Dec 05 0.91 5.09 12.39
Emerging Markets Stocks 0.77 Dec 05 -1.77 8.95 20.49
Developed World ex-US Stocks 0.76 Dec 05 0.97 5.37 12.19
Stocks/Bonds 80/20 Momentum 0.72 Dec 05 -1.18 2.81 7.86
European Stocks 0.60 Dec 05 1.53 4.13 8.06
US Stocks ESG 0.52 Dec 05 -0.21 5.99 16.87
Developed World ex-US 80/20 0.52 Dec 05 0.78 4.69 10.32
All Country World Stocks 0.48 Dec 05 0.21 5.69 15.15
Developed World ex-US Stocks Momentum 0.48 Dec 05 1.54 3.98 9.58
Diavola Portfolio Davide Pisicchio 0.47 Dec 05 -0.18 6.22 16.05
Robo Advisor 100 Value Tilt Betterment 0.46 Dec 05 0.59 5.45 14.32
Stocks/Bonds 60/40 Momentum 0.43 Dec 05 -0.77 2.70 7.13
Robo Advisor 90 Value Tilt Betterment 0.41 Dec 05 0.61 5.51 14.26
Dedalo Three Dedalo Invest 0.40 Dec 05 0.25 5.89 16.21
Perfect Portfolio Ben Stein 0.40 Dec 05 0.29 4.95 12.68
No Brainer Portfolio Bill Bernstein 0.40 Dec 05 0.83 4.05 11.95
Second Grader's Starter Paul Farrell 0.39 Dec 05 0.35 5.56 14.39
Edge Select Aggressive Merrill Lynch 0.38 Dec 05 0.12 5.50 14.11
US Stocks 0.37 Dec 05 0.27 5.99 16.69
Dedalo Eleven Dedalo Invest 0.35 Dec 05 0.15 5.42 13.64
Robust Alpha Architect 0.33 Dec 05 0.68 2.55 8.97
Robo Advisor 80 Value Tilt Betterment 0.32 Dec 05 0.56 5.18 13.19
Andrew Tobias Portfolio Andrew Tobias 0.32 Dec 05 0.49 3.77 9.34
LifeStrategy Growth Fund Vanguard 0.32 Dec 05 0.34 5.17 13.00
Four Funds Bogleheads 0.31 Dec 05 0.34 5.09 13.10
Three Funds Bogleheads 0.31 Dec 05 0.38 5.22 13.24
All Country World 80/20 0.30 Dec 05 0.23 5.05 13.06
Warren Buffett Portfolio Warren Buffett 0.28 Dec 05 0.09 5.70 15.37
Developed World ex-US 60/40 0.28 Dec 05 0.57 3.95 8.34
Gone Fishin' Portfolio Alexander Green 0.27 Dec 05 1.06 5.47 12.99
7Twelve Portfolio Craig Israelsen 0.26 Dec 05 0.56 2.81 8.96
Long Term Portfolio Ben Stein 0.25 Dec 05 0.56 4.19 11.51
Edge Select Moderately Aggressive Merrill Lynch 0.25 Dec 05 0.20 4.97 12.52
US Stocks Equal Weight 0.25 Dec 05 1.92 1.98 9.48
Dedalo Four Dedalo Invest 0.23 Dec 05 0.17 5.05 13.30
Ultimate Buy and Hold Strategy Paul Merriman 0.22 Dec 05 1.57 4.14 13.66
Sheltered Sam 100/0 Bill Bernstein 0.22 Dec 05 1.82 5.43 14.88
Margaritaville Scott Burns 0.22 Dec 05 0.31 4.33 11.22
Stocks/Bonds 80/20 0.21 Dec 05 0.33 5.28 14.27
Family Taxable Portfolio Ted Aronson 0.19 Dec 05 0.31 4.70 12.77
Sheltered Sam 90/10 Bill Bernstein 0.18 Dec 05 1.69 5.02 13.69
Ideal Index Frank Armstrong 0.17 Dec 05 1.07 3.50 9.92
Gretchen Tai Portfolio Gretchen Tai 0.17 Dec 05 0.43 4.74 11.72
Pepperoni Portfolio Davide Pisicchio 0.17 Dec 05 0.06 4.66 12.17
Mid-Twenties Burton Malkiel 0.17 Dec 05 0.33 5.20 13.07
Simple Path to Wealth JL Collins 0.16 Dec 05 0.34 5.10 13.67
Coward's Portfolio Bill Bernstein 0.16 Dec 05 0.86 3.42 9.79
Dynamic 40/60 Income The Lazy Team 0.15 Dec 05 0.34 2.60 7.84
Sheltered Sam 80/20 Bill Bernstein 0.14 Dec 05 1.55 4.60 12.49
Stocks/Bonds 40/60 Momentum 0.13 Dec 05 -0.34 2.58 6.38
Core Four Rick Ferri 0.13 Dec 05 0.52 4.77 12.47
All Country World 60/40 0.13 Dec 05 0.25 4.40 10.94
Stocks/Bonds 60/40 with Bitcoin 0.13 Dec 07, 04:57PM 0.02 4.12 11.33
Ivy Portfolio Mebane Faber 0.12 Dec 05 0.76 3.34 9.84
LifeStrategy Moderate Growth Vanguard 0.12 Dec 05 0.35 4.43 10.76
Late Thirties to Early Forties Burton Malkiel 0.12 Dec 05 0.43 5.13 12.85
Big Rocks Portfolio Larry Swedroe 0.11 Dec 05 1.28 2.94 9.43
Edge Select Moderate Merrill Lynch 0.11 Dec 05 0.34 4.31 10.72
Stocks/Bonds 60/40 ESG 0.10 Dec 05 0.08 4.35 11.95
Developed World ex-US 60/40 Momentum 0.10 Dec 05 0.94 3.05 6.74
Sheltered Sam 70/30 Bill Bernstein 0.09 Dec 05 1.41 4.17 11.29
US Cash 0.09 Dec 05 0.29 0.97 2.05
Eliminate Fat Tails Larry Swedroe 0.09 Dec 05 0.21 2.58 7.36
Simple Money Portfolio Tim Maurer 0.05 Dec 05 1.58 3.04 9.81
Robo Advisor 50 Value Tilt Betterment 0.05 Dec 05 0.38 3.95 9.57
Four Square Scott Burns 0.05 Dec 05 0.20 3.63 8.88
Sheltered Sam 60/40 Bill Bernstein 0.05 Dec 05 1.27 3.74 10.10
Stocks/Bonds 60/40 0.04 Dec 05 0.39 4.57 11.87
Five Asset Roger Gibson 0.04 Dec 05 0.82 3.60 9.76
Aggressive Global Income The Lazy Team 0.04 Dec 05 2.63 2.54 9.12
Developed World ex-US 40/60 0.03 Dec 05 0.34 3.15 6.26
Capricciosa Portfolio Davide Pisicchio 0.02 Dec 05 0.63 5.20 12.09
Six Ways from Sunday Scott Burns 0.02 Dec 05 0.93 2.60 8.73
Aim comfortable trip Aim Ways 0.02 Dec 05 1.68 6.55 11.55
Ultimate Buy&Hold FundAdvice 0.01 Dec 05 1.23 2.97 9.68
Seven Value Scott Burns 0.01 Dec 05 1.16 2.87 9.25
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.01 Dec 05 0.67 4.11 10.84
Mid-Fifties Burton Malkiel 0.00 Dec 05 0.59 4.84 12.13
Sheltered Sam 50/50 Bill Bernstein 0.00 Dec 05 1.12 3.30 8.90
Pinwheel Tyler -0.02 Dec 05 1.35 5.71 12.24
Couch Potato Scott Burns -0.03 Dec 05 0.24 3.52 10.02
Edge Select Moderately Conservative Merrill Lynch -0.04 Dec 05 0.38 3.63 8.72
Stocks/Bonds 40/60 with Bitcoin -0.04 Dec 07, 04:57PM 0.08 3.39 8.96
Sheltered Sam 40/60 Bill Bernstein -0.04 Dec 05 0.97 2.86 7.70
Sandwich Portfolio Bob Clyatt -0.04 Dec 05 0.69 3.28 9.53
All Country World 40/60 -0.05 Dec 05 0.27 3.71 8.80
Robo Advisor 20 Value Tilt Betterment -0.05 Dec 05 0.41 2.35 5.54
Four Seasons Portfolio Davide Pisicchio -0.05 Dec 05 0.95 5.92 12.17
Shield Strategy Aim Ways -0.06 Dec 05 1.52 8.66 14.76
Robo Advisor 10 Value Tilt Betterment -0.07 Dec 05 0.43 1.73 4.06
LifeStrategy Conservative Growth Vanguard -0.07 Dec 05 0.35 3.67 8.50
Short Term Treasury -0.07 Dec 05 0.44 1.06 2.46
Desert Portfolio with Bitcoin Gyroscopic Investing -0.08 Dec 07, 04:57PM 0.71 4.37 9.31
Dimensional Retirement Income Fund DFA -0.08 Dec 05 0.27 1.81 5.41
Developed World ex-US 40/60 Momentum -0.08 Dec 05 0.60 2.53 5.17
Lifepath Fund iShares -0.08 Dec 05 0.50 3.61 8.95
Robo Advisor 0 Betterment -0.09 Dec 05 0.46 1.09 2.57
Sheltered Sam 30/70 Bill Bernstein -0.09 Dec 05 0.82 2.41 6.50
Simple and Cheap Time Money Inc -0.09 Dec 05 0.55 3.87 9.74
Edge Select Conservative Merrill Lynch -0.10 Dec 05 0.53 2.52 5.92
Stocks/Bonds 40/60 ESG -0.10 Dec 05 0.23 3.51 9.53
Coffeehouse Bill Schultheis -0.11 Dec 05 1.29 3.30 9.93
Tilt Toward Value Time Money Inc -0.11 Dec 05 0.78 3.69 9.75
In Saecula Saeculorum Fulvio Marchese -0.11 Dec 05 1.18 6.30 12.76
Larry Portfolio Larry Swedroe -0.11 Dec 05 0.94 2.41 7.76
Stocks/Bonds 40/60 -0.13 Dec 05 0.46 3.83 9.49
US Stocks Value -0.13 Dec 05 1.70 4.43 13.19
Sheltered Sam 20/80 Bill Bernstein -0.13 Dec 05 0.67 1.95 5.31
Gold Pivot Ptf Aim Ways -0.13 Dec 05 2.15 10.58 14.86
Margherita Portfolio Davide Pisicchio -0.13 Dec 05 1.00 5.47 10.88
Late Sixties and Beyond Burton Malkiel -0.14 Dec 05 0.82 4.31 10.80
Golden Butterfly with Bitcoin Tyler -0.15 Dec 07, 04:57PM 1.61 7.52 14.21
High Yield Bonds Income The Lazy Team -0.15 Dec 05 0.72 2.96 6.89
Stocks/Bonds 20/80 Momentum -0.16 Dec 05 0.11 2.45 5.60
Dynamic 60/40 Income The Lazy Team -0.16 Dec 05 0.70 1.77 6.77
Desert Portfolio Gyroscopic Investing -0.17 Dec 05 1.21 5.23 10.25
Sheltered Sam 10/90 Bill Bernstein -0.18 Dec 05 0.51 1.49 4.11
Yale Endowment David Swensen -0.18 Dec 05 0.72 3.51 9.82
Lazy Portfolio David Swensen -0.19 Dec 05 0.62 3.56 9.98
Developed World ex-US 20/80 -0.21 Dec 05 0.09 2.29 4.05
All Country World 20/80 -0.22 Dec 05 0.29 3.00 6.64
Sheltered Sam 0/100 Bill Bernstein -0.22 Dec 05 0.35 1.02 2.91
Golden Butterfly Tyler -0.24 Dec 05 2.09 8.38 15.14
GAA Global Asset Allocation Mebane Faber -0.25 Dec 05 0.72 5.22 10.39
One-Decision Portfolio Marvin Appel -0.25 Dec 05 1.06 2.57 7.79
LifeStrategy Income Fund Vanguard -0.26 Dec 05 0.36 2.87 6.20
Ulcer Free Strategy Aim Ways -0.27 Dec 05 0.45 6.04 10.14
Five Fold Scott Burns -0.28 Dec 05 0.61 2.92 7.98
Stocks/Bonds 20/80 -0.29 Dec 05 0.53 3.09 7.13
Nano Portfolio John Wasik -0.29 Dec 05 0.82 2.73 7.67
Stocks/Bonds 60/40 2x Leveraged -0.33 Dec 05 0.49 8.10 21.69
Conservative Income Charles Schwab -0.33 Dec 05 0.51 1.53 3.71
Odd-Stats Strategy Aim Ways -0.35 Dec 05 1.03 5.58 9.69
Global Market Portfolio Credit Suisse -0.35 Dec 05 0.33 4.33 9.37
PISI Portfolio Davide Pisicchio -0.36 Dec 05 1.34 5.86 11.25
Permanent Portfolio with Bitcoin Harry Browne -0.36 Dec 07, 04:57PM 1.42 8.54 13.26
Gold -0.37 Dec 05 5.37 21.95 27.76
Rob Arnott Portfolio Rob Arnott -0.37 Dec 05 0.56 3.12 7.14
Simplified Permanent Portfolio The Lazy Team -0.38 Dec 05 2.19 8.91 14.35
All Country World Bonds -0.39 Dec 05 0.32 2.27 4.45
Golden Ratio Portfolio Frank Vasquez -0.41 Dec 05 1.60 7.88 15.26
Paul Boyer Portfolio Paul Boyer -0.41 Dec 05 1.88 9.40 14.61
US Inflation Protection -0.44 Dec 05 0.22 0.96 3.56
Permanent Portfolio Harry Browne -0.46 Dec 05 1.89 9.37 14.16
Total Bond Developed World ex-US -0.46 Dec 05 -0.18 1.35 1.71
Total Bond US -0.46 Dec 05 0.60 2.32 4.79
Golden Butterfly 2x Leveraged Tyler -0.47 Dec 05 4.51 15.59 28.29
Marc Faber Portfolio Marc Faber -0.47 Dec 05 2.33 8.43 13.97
Talmud Portfolio Roger Gibson -0.56 Dec 05 1.05 2.81 8.54
All Weather Portfolio with Bitcoin Ray Dalio -0.58 Dec 07, 04:57PM 0.44 5.70 10.70
Weird Portfolio Value Stock Geek -0.63 Dec 05 2.70 7.31 14.38
All Weather Portfolio Ray Dalio -0.65 Dec 05 0.89 6.36 11.44
10-year Treasury -0.76 Dec 05 0.99 2.37 5.09
Stocks/Bonds 40/60 2x Leveraged -0.76 Dec 05 0.87 6.68 17.08
US Stocks Minimum Volatility -0.79 Dec 05 2.31 1.53 2.70
Cape US Sector Value Robert Shiller -0.82 Dec 05 3.52 0.81 5.88
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.91 Dec 05 2.55 11.27 21.10
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -0.91 Dec 05 4.49 18.09 28.54
All Weather Portfolio 2x Leveraged Ray Dalio -1.42 Dec 05 1.83 12.00 21.94
Talmud Portfolio 2x Leveraged Roger Gibson -1.55 Dec 05 1.39 4.01 12.49
Berkshire Hathaway Warren Buffett -1.86 Dec 05 7.59 1.96 1.68
Cockroach Portfolio Tony Dong -1.90 Dec 05 4.30 9.88 12.88