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
QQQ
US Technology 4.18 -2.81 18.30
DBC
Commodities 6.28 6.17 24.70
SPY
US Large Cap Blend 2.68 1.66 12.41
BIL
US Cash 0.28 0.89 1.79
EEM
Emerging Markets 4.57 -1.80 7.65
VTI
US Total Stock Market 2.70 1.80 12.30
CWB
US Convertible Bonds 0.54 -5.05 9.17
VT
World All Countries 3.01 1.90 9.25
BNDX
International Bonds -0.21 -0.91 -2.00
HYG
US High Yield Bonds 0.90 0.84 1.84
PFF
US Preferred Stocks 0.37 -2.22 -0.75
BND
US Total Bond Market 0.36 -0.65 -1.96
TIP
US TIPS -0.02 -1.16 -1.26
EFA
EAFE Stocks 1.77 4.15 3.58
EMB
Emerg. Market Bonds 0.56 -0.46 -0.47
LQD
US Invest. Grade Bonds 0.40 -1.75 -2.68
IJR
US Small Cap Blend -0.65 4.54 11.94
TLT
US Long Term Treasuries 0.73 -2.65 -7.06
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 6.20 Sep 30 0.26 -4.79 18.98
Ark Tech Portfolio Cathie Wood 5.66 Sep 30 16.42 7.30 25.10
Stocks/Bonds 80/20 Momentum 4.49 Sep 30 0.28 -4.10 14.76
Technology 3.88 Sep 30 4.18 -2.81 18.30
Stocks/Bonds 60/40 Momentum 2.78 Sep 30 0.30 -3.35 10.56
Stocks/Bonds 40/60 Momentum 1.07 Sep 30 0.32 -2.54 6.37
Diavola Portfolio Davide Pisicchio 0.80 Sep 30 2.85 0.40 12.42
US Stocks Quality 0.78 Sep 30 1.50 3.49 9.10
Robust Alpha Architect 0.56 Sep 30 1.14 0.92 10.91
US Stocks ESG 0.33 Sep 30 3.11 1.77 14.89
US Cash 0.29 Sep 30 0.28 0.89 1.79
Warren Buffett Portfolio Warren Buffett 0.27 Sep 30 2.61 1.66 11.52
Emerging Markets Stocks 0.01 Sep 30 4.57 -1.80 7.65
US Stocks -0.04 Sep 30 2.70 1.80 12.30
Dedalo Three Dedalo Invest -0.26 Sep 30 2.79 1.83 11.36
Pepperoni Portfolio Davide Pisicchio -0.27 Sep 30 1.89 0.23 7.80
Dedalo Four Dedalo Invest -0.43 Sep 30 2.24 1.33 8.66
Berkshire Hathaway Warren Buffett -0.43 Sep 30 -1.30 6.44 -0.05
Short Term Treasury -0.48 Sep 30 0.17 0.39 0.19
Developed World ex-US Stocks Momentum -0.48 Sep 30 2.11 1.90 2.19
Stocks/Bonds 80/20 -0.50 Sep 30 2.27 1.35 9.43
Robo Advisor 0 Betterment -0.58 Sep 30 0.19 0.36 0.10
Simple Path to Wealth JL Collins -0.62 Sep 30 2.16 1.23 8.71
Perfect Portfolio Ben Stein -0.64 Sep 30 2.62 1.76 7.86
Edge Select Aggressive Merrill Lynch -0.64 Sep 30 2.50 1.30 8.22
Stocks/Bonds 20/80 Momentum -0.65 Sep 30 0.34 -1.64 2.20
Dedalo Eleven Dedalo Invest -0.67 Sep 30 2.35 1.03 7.66
Developed World ex-US 60/40 Momentum -0.73 Sep 30 1.23 0.84 0.59
Stocks/Bonds 60/40 ESG -0.75 Sep 30 2.08 0.82 7.93
Stocks/Bonds 60/40 with Bitcoin -0.76 Sep 30 2.14 0.98 6.76
All Country World Stocks -0.76 Sep 30 3.01 1.90 9.25
Second Grader's Starter Paul Farrell -0.78 Sep 30 2.55 1.63 8.51
Developed World ex-US 40/60 Momentum -0.86 Sep 30 0.77 0.28 -0.25
Robo Advisor 10 Value Tilt Betterment -0.87 Sep 30 0.44 0.45 0.74
Ivy Portfolio Mebane Faber -0.91 Sep 30 2.15 2.63 10.06
Edge Select Moderately Aggressive Merrill Lynch -0.92 Sep 30 2.19 0.93 6.55
7Twelve Portfolio Craig Israelsen -0.93 Sep 30 1.91 2.58 9.05
Stocks/Bonds 60/40 -0.97 Sep 30 1.82 0.88 6.57
LifeStrategy Growth Fund Vanguard -0.97 Sep 30 2.31 1.39 6.97
Andrew Tobias Portfolio Andrew Tobias -1.01 Sep 30 1.59 2.16 5.31
Three Funds Bogleheads -1.02 Sep 30 2.34 1.40 7.12
All Country World 80/20 -1.02 Sep 30 2.49 1.42 7.09
Four Funds Bogleheads -1.02 Sep 30 2.30 1.35 7.19
Total Bond Developed World ex-US -1.10 Sep 30 -0.21 -0.91 -2.00
Capricciosa Portfolio Davide Pisicchio -1.12 Sep 30 1.93 0.36 4.87
Five Asset Roger Gibson -1.12 Sep 30 2.08 2.37 8.70
Robo Advisor 20 Value Tilt Betterment -1.17 Sep 30 0.68 0.56 1.37
Stocks/Bonds 40/60 with Bitcoin -1.22 Sep 30 1.68 0.49 3.89
LifeStrategy Moderate Growth Vanguard -1.23 Sep 30 1.81 0.90 4.78
Couch Potato Scott Burns -1.23 Sep 30 1.40 0.39 5.49
Sheltered Sam 0/100 Bill Bernstein -1.26 Sep 30 0.09 -0.23 -0.39
All Country World 60/40 -1.27 Sep 30 1.95 0.92 4.92
Stocks/Bonds 40/60 ESG -1.28 Sep 30 1.53 0.32 4.52
Developed World ex-US 20/80 -1.32 Sep 30 0.56 -0.23 -0.59
Aggressive Portfolio Lyn Alden -1.32 Sep 30 2.34 1.36 5.66
Four Square Scott Burns -1.33 Sep 30 1.42 0.50 3.48
Edge Select Moderate Merrill Lynch -1.35 Sep 30 1.74 0.59 4.66
Core Four Rick Ferri -1.37 Sep 30 1.89 1.38 6.81
Margaritaville Scott Burns -1.39 Sep 30 1.93 0.95 5.33
Sheltered Sam 10/90 Bill Bernstein -1.40 Sep 30 0.29 0.18 0.50
Moderate Portfolio Lyn Alden -1.40 Sep 30 2.26 1.04 4.89
Mid-Twenties Burton Malkiel -1.43 Sep 30 1.97 1.35 6.94
Stocks/Bonds 40/60 -1.43 Sep 30 1.36 0.39 3.71
Edge Select Conservative Merrill Lynch -1.43 Sep 30 0.77 0.50 1.54
Desert Portfolio with Bitcoin Gyroscopic Investing -1.44 Sep 30 2.00 0.29 1.23
LifeStrategy Conservative Growth Vanguard -1.48 Sep 30 1.30 0.38 2.55
Eliminate Fat Tails Larry Swedroe -1.48 Sep 30 0.73 0.33 3.29
Robo Advisor 90 Value Tilt Betterment -1.52 Sep 30 2.59 2.00 7.74
All Country World 40/60 -1.53 Sep 30 1.39 0.40 2.72
Developed World ex-US 40/60 -1.53 Sep 30 1.28 0.41 0.77
Late Thirties to Early Forties Burton Malkiel -1.53 Sep 30 1.87 1.37 6.69
Sheltered Sam 20/80 Bill Bernstein -1.55 Sep 30 0.48 0.59 1.38
Long Term Portfolio Ben Stein -1.55 Sep 30 1.49 2.00 6.95
Four Seasons Portfolio Davide Pisicchio -1.55 Sep 30 2.12 0.02 2.64
JP Morgan Balanced Portfolio JP Morgan -1.56 Sep 30 1.50 1.81 6.36
Edge Select Moderately Conservative Merrill Lynch -1.57 Sep 30 1.33 0.22 2.78
Robo Advisor 100 Value Tilt Betterment -1.57 Sep 30 2.41 2.82 8.46
Robo Advisor 80 Value Tilt Betterment -1.58 Sep 30 2.35 1.69 6.69
Coward's Portfolio Bill Bernstein -1.61 Sep 30 1.24 2.03 5.82
Ulcer Free Strategy Aim Ways -1.64 Sep 30 1.65 -2.03 -0.50
Dynamic 40/60 Income The Lazy Team -1.67 Sep 30 0.97 0.09 2.61
Sandwich Portfolio Bob Clyatt -1.68 Sep 30 1.27 0.91 3.96
Sheltered Sam 30/70 Bill Bernstein -1.70 Sep 30 0.67 0.98 2.24
No Brainer Portfolio Bill Bernstein -1.70 Sep 30 1.30 2.24 7.44
Shield Strategy Aim Ways -1.70 Sep 30 3.43 -0.71 0.98
Odd-Stats Strategy Aim Ways -1.71 Sep 30 2.14 -0.34 1.83
LifeStrategy Income Fund Vanguard -1.73 Sep 30 0.76 -0.16 0.30
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.73 Sep 30 1.58 1.13 5.53
Margherita Portfolio Davide Pisicchio -1.74 Sep 30 1.85 -0.21 1.25
Developed World ex-US 60/40 -1.75 Sep 30 1.97 1.01 2.07
Simple and Cheap Time Money Inc -1.75 Sep 30 1.26 0.88 4.13
Desert Portfolio Gyroscopic Investing -1.75 Sep 30 1.82 0.14 0.60
All Country World 20/80 -1.78 Sep 30 0.80 -0.14 0.50
In Saecula Saeculorum Fulvio Marchese -1.78 Sep 30 2.29 0.24 2.50
Gretchen Tai Portfolio Gretchen Tai -1.79 Sep 30 2.02 0.89 5.17
Robo Advisor 50 Value Tilt Betterment -1.80 Sep 30 1.38 1.04 3.51
Lifepath Fund iShares -1.81 Sep 30 1.22 0.51 2.90
Conservative Income Charles Schwab -1.81 Sep 30 0.12 -0.14 -0.40
Mid-Fifties Burton Malkiel -1.84 Sep 30 1.57 1.31 5.96
Sheltered Sam 40/60 Bill Bernstein -1.85 Sep 30 0.85 1.37 3.10
Stocks/Bonds 20/80 -1.89 Sep 30 0.87 -0.12 0.87
Rob Arnott Portfolio Rob Arnott -1.92 Sep 30 1.21 0.47 2.93
Family Taxable Portfolio Ted Aronson -1.93 Sep 30 2.01 0.83 5.98
Developed World ex-US 80/20 -1.96 Sep 30 2.63 1.59 3.33
Big Rocks Portfolio Larry Swedroe -1.97 Sep 30 0.88 2.51 5.33
Sheltered Sam 50/50 Bill Bernstein -1.99 Sep 30 1.03 1.75 3.94
All Country World Bonds -2.04 Sep 30 0.19 -0.71 -1.75
GAA Global Asset Allocation Mebane Faber -2.04 Sep 30 2.09 0.17 2.33
Aim comfortable trip Aim Ways -2.04 Sep 30 2.24 0.90 0.81
Tilt Toward Value Time Money Inc -2.06 Sep 30 1.11 1.29 4.38
Lazy Portfolio David Swensen -2.06 Sep 30 1.00 0.87 4.84
Conservative Portfolio Lyn Alden -2.07 Sep 30 1.88 1.19 3.36
Late Sixties and Beyond Burton Malkiel -2.07 Sep 30 1.13 1.29 5.02
Yale Endowment David Swensen -2.12 Sep 30 1.05 0.90 4.79
One-Decision Portfolio Marvin Appel -2.13 Sep 30 0.22 1.15 4.24
Ideal Index Frank Armstrong -2.14 Sep 30 1.08 2.37 5.37
Sheltered Sam 60/40 Bill Bernstein -2.14 Sep 30 1.20 2.12 4.77
Global Market Portfolio Credit Suisse -2.14 Sep 30 1.30 -0.25 1.75
Ultimate Buy&Hold FundAdvice -2.17 Sep 30 1.20 1.93 3.87
Developed World ex-US Stocks -2.17 Sep 30 3.26 2.14 4.54
Dynamic 60/40 Income The Lazy Team -2.18 Sep 30 0.29 0.53 3.26
Larry Portfolio Larry Swedroe -2.20 Sep 30 0.80 0.64 1.29
Five Fold Scott Burns -2.20 Sep 30 0.58 0.74 3.33
All Weather Portfolio with Bitcoin Ray Dalio -2.27 Sep 30 2.62 -0.02 1.25
Sheltered Sam 70/30 Bill Bernstein -2.29 Sep 30 1.36 2.48 5.59
Six Ways from Sunday Scott Burns -2.29 Sep 30 1.95 3.35 5.77
Seven Value Scott Burns -2.34 Sep 30 1.99 3.82 6.33
Gold Pivot Ptf Aim Ways -2.34 Sep 30 4.18 -1.07 -3.40
Total Bond US -2.36 Sep 30 0.36 -0.65 -1.96
Dimensional Retirement Income Fund DFA -2.37 Sep 29 0.59 0.04 1.66
Gone Fishin' Portfolio Alexander Green -2.38 Sep 30 1.99 0.85 4.13
Stocks/Bonds 60/40 2x Leveraged -2.38 Sep 30 3.23 -0.13 9.22
Simple Money Portfolio Tim Maurer -2.38 Sep 30 1.11 2.60 3.97
Golden Ratio Portfolio Frank Vasquez -2.40 Sep 30 2.64 0.07 0.86
US Inflation Protection -2.42 Sep 30 -0.02 -1.16 -1.26
Sheltered Sam 80/20 Bill Bernstein -2.44 Sep 30 1.53 2.84 6.40
Permanent Portfolio with Bitcoin Harry Browne -2.44 Sep 30 3.48 -0.31 -2.26
All Weather Portfolio Ray Dalio -2.48 Sep 30 2.42 -0.07 1.07
PISI Portfolio Davide Pisicchio -2.50 Sep 30 1.89 -0.29 -0.22
Sheltered Sam 90/10 Bill Bernstein -2.58 Sep 30 1.69 3.19 7.20
Nano Portfolio John Wasik -2.61 Sep 30 0.45 1.22 3.07
US Stocks Value -2.63 Sep 30 1.91 4.12 7.21
Ultimate Buy and Hold Strategy Paul Merriman -2.64 Sep 30 1.80 3.10 7.02
Pinwheel Tyler -2.64 Sep 30 1.72 1.29 2.82
Talmud Portfolio Roger Gibson -2.70 Sep 30 0.14 0.98 4.31
Sheltered Sam 100/0 Bill Bernstein -2.73 Sep 30 1.84 3.53 7.99
Permanent Portfolio Harry Browne -2.75 Sep 30 3.30 -0.46 -2.84
Coffeehouse Bill Schultheis -2.94 Sep 30 0.67 2.02 4.69
10-year Treasury -3.09 Sep 30 0.12 -1.03 -3.49
Golden Butterfly with Bitcoin Tyler -3.09 Sep 30 2.81 0.76 0.43
High Yield Bonds Income The Lazy Team -3.11 Sep 30 0.81 -0.42 -0.18
Simplified Permanent Portfolio The Lazy Team -3.12 Sep 30 3.12 -0.54 -3.21
US Stocks Minimum Volatility -3.28 Sep 30 3.67 5.42 4.55
Golden Butterfly Tyler -3.40 Sep 30 2.64 0.61 -0.17
Aggressive Global Income The Lazy Team -3.45 Sep 30 0.33 3.41 4.53
Paul Boyer Portfolio Paul Boyer -3.55 Sep 30 3.04 -0.69 -3.51
Cockroach Portfolio Tony Dong -3.56 Sep 30 1.85 1.92 -5.69
Stocks/Bonds 40/60 2x Leveraged -3.69 Sep 30 2.28 -1.00 3.14
Marc Faber Portfolio Marc Faber -3.70 Sep 30 2.49 0.10 -1.90
US Stocks Equal Weight -4.23 Sep 30 2.04 5.46 7.91
European Stocks -4.25 Sep 30 1.18 4.38 3.52
Weird Portfolio Value Stock Geek -4.86 Sep 30 2.15 0.86 -1.37
Desert Portfolio 2x Leveraged Gyroscopic Investing -4.99 Sep 30 3.37 -1.86 -3.47
Cape US Sector Value Robert Shiller -5.48 Sep 30 0.49 2.81 -0.48
Talmud Portfolio 2x Leveraged Roger Gibson -5.67 Sep 30 0.08 -0.22 4.04
Gold -6.24 Sep 30 9.93 -2.09 -15.57
All Weather Portfolio 2x Leveraged Ray Dalio -6.27 Sep 30 4.98 0.16 -1.92
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -6.28 Sep 30 5.62 -2.70 -9.76
Golden Butterfly 2x Leveraged Tyler -7.04 Sep 30 3.59 -0.37 -3.76