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
VNQ
US REITs 4.81 -4.24 -0.77
GLD
Gold -6.58 -4.24 -16.02
IJR
US Small Cap Blend 3.12 -3.21 3.01
EEM
Emerging Markets -8.61 -4.76 -4.11
VTI
US Total Stock Market -0.71 1.17 5.48
VT
World All Countries -1.60 -0.08 3.37
SPY
US Large Cap Blend -0.91 1.41 5.69
BNDX
International Bonds 1.36 -0.05 0.07
EFA
EAFE Stocks -0.50 -2.09 2.62
BIL
US Cash 0.35 0.92 1.86
BND
US Total Bond Market 2.37 0.12 -0.62
LQD
US Invest. Grade Bonds 2.49 -0.60 -1.88
TIP
US TIPS 2.55 -0.15 -1.09
EMB
Emerg. Market Bonds 1.83 -1.42 -1.35
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
TLT
US Long Term Treasuries 5.64 0.69 -2.18
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 2.56 Nov 03 9.18 6.39 14.57
Gold 0.98 Nov 03 -6.58 -4.24 -16.02
Talmud Portfolio 2x Leveraged Roger Gibson 0.46 Nov 03 4.09 -3.07 -1.07
US Stocks Equal Weight 0.44 Nov 03 4.95 1.92 8.13
Marc Faber Portfolio Marc Faber 0.38 Nov 03 -0.47 -2.20 -3.64
Cape US Sector Value Robert Shiller 0.35 Nov 03 4.14 -1.84 -0.56
Weird Portfolio Value Stock Geek 0.35 Nov 03 1.13 -2.24 -2.92
Golden Butterfly 2x Leveraged Tyler 0.30 Nov 03 0.63 -3.90 -6.17
Talmud Portfolio Roger Gibson 0.18 Nov 03 2.07 -1.06 1.37
Pinwheel Tyler 0.14 Nov 03 -0.37 -1.82 -0.49
Ultimate Buy and Hold Strategy Paul Merriman 0.12 Nov 03 0.05 -1.45 2.56
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.11 Nov 03 -0.94 -2.44 -8.71
Emerging Markets Stocks 0.10 Nov 03 -8.61 -4.76 -4.11
Sheltered Sam 100/0 Bill Bernstein 0.08 Nov 03 1.31 -0.30 4.20
Gold Pivot Ptf Aim Ways 0.06 Nov 03 -2.53 -1.09 -4.52
Five Fold Scott Burns 0.04 Nov 03 0.90 -1.23 0.80
Lazy Portfolio David Swensen 0.03 Nov 03 0.38 -1.21 1.05
Yale Endowment David Swensen 0.03 Nov 03 0.57 -1.04 1.28
Sheltered Sam 90/10 Bill Bernstein 0.03 Nov 03 1.34 -0.25 3.82
One-Decision Portfolio Marvin Appel 0.02 Nov 03 1.72 -0.67 1.55
Paul Boyer Portfolio Paul Boyer 0.01 Nov 03 -0.91 -1.83 -4.53
Ideal Index Frank Armstrong 0.01 Nov 03 0.67 -1.02 2.17
Long Term Portfolio Ben Stein 0.00 Nov 03 -0.38 -1.05 2.34
European Stocks 0.00 Nov 03 0.85 -3.13 2.08
Aggressive Portfolio Lyn Alden -0.01 Nov 03 -1.30 -0.88 1.64
Gone Fishin' Portfolio Alexander Green -0.01 Nov 03 -0.95 -1.89 -0.21
No Brainer Portfolio Bill Bernstein -0.02 Nov 03 -0.01 -1.01 2.51
Mid-Twenties Burton Malkiel -0.02 Nov 03 -0.97 -1.04 2.07
Late Sixties and Beyond Burton Malkiel -0.02 Nov 03 0.91 -0.60 2.13
Golden Butterfly Tyler -0.02 Nov 03 0.61 -0.73 -1.63
Mid-Fifties Burton Malkiel -0.02 Nov 03 0.01 -0.84 2.09
Sheltered Sam 80/20 Bill Bernstein -0.02 Nov 03 1.36 -0.20 3.43
Late Thirties to Early Forties Burton Malkiel -0.03 Nov 03 -0.61 -0.88 2.21
Coffeehouse Bill Schultheis -0.05 Nov 03 2.24 -0.63 2.17
Golden Butterfly with Bitcoin Tyler -0.05 Nov 03 0.60 -0.33 -1.29
Conservative Portfolio Lyn Alden -0.05 Nov 03 0.17 -0.58 1.04
Aim comfortable trip Aim Ways -0.05 Nov 03 -0.43 -0.64 -0.36
Nano Portfolio John Wasik -0.06 Nov 03 1.62 -1.10 1.15
Moderate Portfolio Lyn Alden -0.06 Nov 03 -1.21 -0.89 1.17
Big Rocks Portfolio Larry Swedroe -0.06 Nov 03 1.17 -0.47 2.67
Core Four Rick Ferri -0.07 Nov 03 -0.29 -0.39 2.51
Sheltered Sam 70/30 Bill Bernstein -0.07 Nov 03 1.38 -0.14 3.03
Permanent Portfolio Harry Browne -0.08 Nov 03 -0.39 -0.27 -2.81
Coward's Portfolio Bill Bernstein -0.08 Nov 03 0.73 -0.17 2.80
Tilt Toward Value Time Money Inc -0.09 Nov 03 1.09 -0.40 1.95
US Stocks ESG -0.09 Nov 03 -2.07 0.78 6.01
Robo Advisor 90 Value Tilt Betterment -0.09 Nov 03 -0.58 -0.23 3.19
US Stocks -0.10 Nov 03 -0.71 1.17 5.48
Dedalo Three Dedalo Invest -0.10 Nov 03 -0.98 0.79 4.84
Developed World ex-US Stocks -0.10 Nov 03 -1.66 -1.43 1.71
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.10 Nov 03 0.48 -0.26 2.25
Simple and Cheap Time Money Inc -0.10 Nov 03 0.40 -0.59 1.46
Robo Advisor 100 Value Tilt Betterment -0.10 Nov 03 -0.44 -0.37 3.88
Simplified Permanent Portfolio The Lazy Team -0.11 Nov 03 -0.31 -0.79 -3.42
All Country World Stocks -0.11 Nov 03 -1.60 -0.08 3.37
Permanent Portfolio with Bitcoin Harry Browne -0.11 Nov 03 -0.40 0.14 -2.46
Aggressive Global Income The Lazy Team -0.12 Nov 03 3.44 -0.59 2.96
Dynamic 60/40 Income The Lazy Team -0.12 Nov 03 0.57 -1.77 -0.39
Dimensional Retirement Income Fund DFA -0.12 Nov 02 1.14 0.19 0.71
Developed World ex-US 80/20 -0.12 Nov 03 -1.12 -1.18 1.41
Dedalo Four Dedalo Invest -0.12 Nov 03 -0.57 0.62 3.91
Robo Advisor 80 Value Tilt Betterment -0.13 Nov 03 -0.38 -0.27 2.74
Sheltered Sam 60/40 Bill Bernstein -0.13 Nov 03 1.40 -0.09 2.63
Sandwich Portfolio Bob Clyatt -0.13 Nov 03 0.05 -0.79 1.03
Family Taxable Portfolio Ted Aronson -0.13 Nov 03 -0.70 -1.14 1.23
Second Grader's Starter Paul Farrell -0.13 Nov 03 -1.11 -0.07 3.29
Cockroach Portfolio Tony Dong -0.14 Nov 03 5.68 3.08 1.77
Ultimate Buy&Hold FundAdvice -0.14 Nov 03 0.63 -0.84 1.51
Developed World ex-US 60/40 -0.14 Nov 03 -0.55 -0.92 1.09
Gretchen Tai Portfolio Gretchen Tai -0.15 Nov 03 -0.75 -1.08 1.15
LifeStrategy Growth Fund Vanguard -0.15 Nov 03 -0.94 -0.26 2.64
Odd-Stats Strategy Aim Ways -0.16 Nov 03 -0.11 0.03 0.23
Golden Ratio Portfolio Frank Vasquez -0.16 Nov 03 -0.10 -0.29 -0.97
Developed World ex-US 40/60 -0.17 Nov 03 0.05 -0.64 0.76
Edge Select Aggressive Merrill Lynch -0.17 Nov 03 -1.54 -0.42 2.63
Shield Strategy Aim Ways -0.17 Nov 03 -1.57 -0.23 -1.50
All Country World 80/20 -0.17 Nov 03 -0.97 -0.10 2.64
Three Funds Bogleheads -0.17 Nov 03 -0.84 -0.17 2.70
Four Funds Bogleheads -0.18 Nov 03 -0.83 -0.20 2.65
Stocks/Bonds 80/20 -0.18 Nov 03 -0.17 0.98 4.31
Sheltered Sam 50/50 Bill Bernstein -0.18 Nov 03 1.43 -0.03 2.22
Developed World ex-US 20/80 -0.19 Nov 03 0.68 -0.36 0.42
Warren Buffett Portfolio Warren Buffett -0.19 Nov 03 -0.90 1.46 5.44
In Saecula Saeculorum Fulvio Marchese -0.19 Nov 03 0.04 0.10 0.41
Simple Path to Wealth JL Collins -0.20 Nov 03 -0.02 0.93 4.02
Simple Money Portfolio Tim Maurer -0.20 Nov 03 1.35 -0.51 2.44
US Stocks Minimum Volatility -0.20 Nov 03 5.63 5.45 9.46
Eliminate Fat Tails Larry Swedroe -0.20 Nov 03 -0.05 -1.08 0.06
Four Seasons Portfolio Davide Pisicchio -0.21 Nov 03 -0.41 -0.27 0.00
Total Bond Developed World ex-US -0.21 Nov 03 1.36 -0.05 0.07
Dedalo Eleven Dedalo Invest -0.22 Nov 03 -1.12 -0.02 2.92
LifeStrategy Moderate Growth Vanguard -0.22 Nov 03 -0.25 -0.18 1.91
All Country World 60/40 -0.23 Nov 03 -0.30 -0.12 1.89
Sheltered Sam 40/60 Bill Bernstein -0.23 Nov 03 1.45 0.02 1.80
Desert Portfolio Gyroscopic Investing -0.23 Nov 03 0.29 -0.02 -0.31
Four Square Scott Burns -0.23 Nov 03 -0.06 -0.42 1.21
Capricciosa Portfolio Davide Pisicchio -0.24 Nov 03 -0.30 0.05 1.43
Stocks/Bonds 60/40 ESG -0.24 Nov 03 -0.51 0.53 3.37
Margaritaville Scott Burns -0.24 Nov 03 -0.50 -0.51 1.61
Edge Select Moderately Aggressive Merrill Lynch -0.24 Nov 03 -0.97 -0.31 2.08
Margherita Portfolio Davide Pisicchio -0.25 Nov 03 -0.15 -0.40 -0.62
Andrew Tobias Portfolio Andrew Tobias -0.25 Nov 03 -0.13 -0.16 3.02
Robo Advisor 50 Value Tilt Betterment -0.26 Nov 03 0.47 -0.44 1.56
Stocks/Bonds 60/40 -0.26 Nov 03 0.41 0.78 3.12
US Stocks Quality -0.26 Nov 03 0.11 1.66 7.78
Desert Portfolio with Bitcoin Gyroscopic Investing -0.26 Nov 03 0.28 0.38 0.05
Stocks/Bonds 60/40 with Bitcoin -0.26 Nov 03 0.27 1.08 3.11
Perfect Portfolio Ben Stein -0.27 Nov 03 -0.85 0.50 3.25
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.28 Nov 03 1.22 -1.12 -3.57
Global Market Portfolio Credit Suisse -0.28 Nov 03 0.57 -0.65 0.21
Diavola Portfolio Davide Pisicchio -0.28 Nov 03 -2.10 0.90 4.48
Sheltered Sam 30/70 Bill Bernstein -0.28 Nov 03 1.48 0.08 1.38
LifeStrategy Conservative Growth Vanguard -0.28 Nov 03 0.47 -0.10 1.16
All Country World 40/60 -0.29 Nov 03 0.40 -0.13 1.12
Robo Advisor 20 Value Tilt Betterment -0.30 Nov 03 0.81 0.04 0.98
Edge Select Moderate Merrill Lynch -0.30 Nov 03 -0.22 -0.32 1.41
Robo Advisor 10 Value Tilt Betterment -0.30 Nov 03 0.88 0.27 0.86
US Cash -0.31 Nov 03 0.35 0.92 1.86
Robo Advisor 0 Betterment -0.31 Nov 03 0.98 0.51 0.76
PISI Portfolio Davide Pisicchio -0.31 Nov 03 0.84 -0.19 -0.84
Larry Portfolio Larry Swedroe -0.31 Nov 03 0.94 -0.82 -0.12
Stocks/Bonds 40/60 ESG -0.31 Nov 03 0.34 0.40 2.02
JP Morgan Balanced Portfolio JP Morgan -0.32 Nov 03 0.61 0.07 2.28
Lifepath Fund iShares -0.32 Nov 03 0.82 -0.14 1.11
Couch Potato Scott Burns -0.32 Nov 03 0.80 0.54 2.26
Pepperoni Portfolio Davide Pisicchio -0.34 Nov 03 -0.85 0.31 2.71
Sheltered Sam 20/80 Bill Bernstein -0.34 Nov 03 1.50 0.14 0.95
Stocks/Bonds 40/60 -0.34 Nov 03 1.03 0.57 1.90
Stocks/Bonds 40/60 with Bitcoin -0.35 Nov 03 0.88 0.88 1.88
Edge Select Conservative Merrill Lynch -0.35 Nov 03 1.18 0.23 1.17
LifeStrategy Income Fund Vanguard -0.35 Nov 03 1.24 -0.02 0.38
All Country World 20/80 -0.35 Nov 03 1.14 -0.15 0.33
Edge Select Moderately Conservative Merrill Lynch -0.35 Nov 03 0.45 -0.18 0.90
US Stocks Value -0.35 Nov 03 4.92 3.49 7.71
Short Term Treasury -0.37 Nov 03 0.92 0.54 0.84
Conservative Income Charles Schwab -0.37 Nov 03 1.84 -0.07 -0.07
GAA Global Asset Allocation Mebane Faber -0.39 Nov 03 0.65 0.44 0.15
Sheltered Sam 10/90 Bill Bernstein -0.39 Nov 03 1.53 0.20 0.51
Ulcer Free Strategy Aim Ways -0.39 Nov 03 -1.41 -1.60 -2.82
All Country World Bonds -0.41 Nov 03 1.93 -0.17 -0.49
Stocks/Bonds 20/80 -0.42 Nov 03 1.68 0.35 0.66
Sheltered Sam 0/100 Bill Bernstein -0.44 Nov 03 1.56 0.26 0.06
Developed World ex-US 40/60 Momentum -0.45 Nov 03 -0.58 -1.00 -0.27
Dynamic 40/60 Income The Lazy Team -0.46 Nov 03 -0.06 -1.16 -0.50
Stocks/Bonds 60/40 2x Leveraged -0.46 Nov 03 0.36 0.35 3.22
Total Bond US -0.50 Nov 03 2.37 0.12 -0.62
Stocks/Bonds 40/60 2x Leveraged -0.52 Nov 03 2.01 -0.12 0.74
Rob Arnott Portfolio Rob Arnott -0.55 Nov 03 2.03 1.11 0.94
US Inflation Protection -0.55 Nov 03 2.55 -0.15 -1.09
Developed World ex-US 60/40 Momentum -0.57 Nov 03 -1.49 -1.45 -0.43
Five Asset Roger Gibson -0.59 Nov 03 1.52 2.16 2.84
7Twelve Portfolio Craig Israelsen -0.63 Nov 03 1.40 2.21 2.67
All Weather Portfolio with Bitcoin Ray Dalio -0.64 Nov 03 1.90 1.88 0.41
Ivy Portfolio Mebane Faber -0.64 Nov 03 1.63 2.66 2.79
High Yield Bonds Income The Lazy Team -0.65 Nov 03 1.73 -1.03 -1.36
All Weather Portfolio Ray Dalio -0.65 Nov 03 2.02 1.69 0.33
10-year Treasury -0.65 Nov 03 3.10 -0.24 -1.40
Seven Value Scott Burns -0.68 Nov 03 3.89 2.90 5.44
Technology -0.75 Nov 03 -6.66 0.47 3.63
Six Ways from Sunday Scott Burns -0.76 Nov 03 3.62 2.68 4.48
Developed World ex-US Stocks Momentum -0.80 Nov 03 -3.17 -2.30 -0.73
Stocks/Bonds 20/80 Momentum -0.81 Nov 03 -0.79 -1.06 -0.40
Robust Alpha Architect -1.00 Nov 03 -1.62 -0.15 2.41
Stocks/Bonds 40/60 Momentum -1.11 Nov 03 -3.61 -2.15 -0.20
All Weather Portfolio 2x Leveraged Ray Dalio -1.20 Nov 03 6.23 4.13 0.95
Ark Tech Portfolio Cathie Wood -1.27 Nov 03 -7.41 14.35 17.71
Stocks/Bonds 60/40 Momentum -1.42 Nov 03 -6.14 -3.16 -0.01
Stocks/Bonds 80/20 Momentum -1.73 Nov 03 -8.41 -4.10 0.18
US Stocks Momentum -2.03 Nov 03 -10.47 -4.98 0.35