Last Update - 31 July 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 Jul 26
Ticker Asset Class 1M 3M 6M
GLD
Gold 0.86 -12.30 -16.50
QQQ
US Technology -6.57 3.15 10.89
VTI
US Total Stock Market -0.49 4.26 8.77
SPY
US Large Cap Blend 0.03 4.22 8.53
VT
World All Countries -0.69 3.45 7.80
EFA
EAFE Stocks 1.64 4.82 6.46
CWB
US Convertible Bonds -5.46 1.16 9.82
IJR
US Small Cap Blend -1.92 6.42 15.04
EEM
Emerging Markets -6.31 0.68 9.01
DBC
Commodities 10.47 -5.31 20.55
PFF
US Preferred Stocks 0.40 -1.80 -1.44
EMB
Emerg. Market Bonds -1.44 0.07 0.59
HYG
US High Yield Bonds -0.15 0.37 0.92
BNDX
International Bonds -1.14 0.12 -0.29
BND
US Total Bond Market -1.28 -0.74 -0.75
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
BIL
US Cash 0.34 0.93 1.78
TIP
US TIPS -0.68 -0.95 0.02
VNQ
US REITs 2.61 3.63 11.11
IJH
US Mid Cap Blend -2.39 3.69 10.14
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 Aug 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 Jul 26
Portfolio Author Aug 26▾ Time(ET) 1M 3M 6M
Ark Tech Portfolio Cathie Wood 12.07 Aug 10 -9.69 2.94 3.86
Gold 8.34 Aug 10 0.86 -12.30 -16.50
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 6.31 Aug 10 -1.74 -6.43 -9.06
Golden Butterfly 2x Leveraged Tyler 5.75 Aug 10 -2.52 -2.36 -1.60
Technology 4.78 Aug 10 -6.57 3.15 10.89
Stocks/Bonds 60/40 2x Leveraged 4.43 Aug 10 -1.60 2.86 6.29
Desert Portfolio 2x Leveraged Gyroscopic Investing 4.17 Aug 10 -2.12 -2.48 -2.90
Gold Pivot Ptf Aim Ways 3.93 Aug 10 -1.25 -3.47 -4.08
All Weather Portfolio 2x Leveraged Ray Dalio 3.70 Aug 10 -1.87 -3.06 -0.36
US Stocks ESG 3.65 Aug 10 -0.17 5.19 9.06
US Stocks 3.64 Aug 10 -0.49 4.26 8.77
Diavola Portfolio Davide Pisicchio 3.58 Aug 10 -2.10 3.55 8.41
Berkshire Hathaway Warren Buffett 3.55 Aug 10 2.37 7.68 6.10
Dedalo Three Dedalo Invest 3.53 Aug 10 -0.55 4.02 8.47
Shield Strategy Aim Ways 3.37 Aug 10 -1.53 -1.28 -0.40
Warren Buffett Portfolio Warren Buffett 3.28 Aug 10 -0.07 3.93 7.75
All Country World Stocks 3.28 Aug 10 -0.69 3.45 7.80
Stocks/Bonds 40/60 2x Leveraged 3.16 Aug 10 -2.17 0.86 2.65
Simplified Permanent Portfolio The Lazy Team 3.07 Aug 10 -0.63 -2.66 -2.91
Permanent Portfolio Harry Browne 3.06 Aug 10 -0.97 -2.55 -2.73
Stocks/Bonds 80/20 2.96 Aug 10 -0.64 3.30 6.88
US Stocks Minimum Volatility 2.96 Aug 10 1.52 3.80 3.84
Permanent Portfolio with Bitcoin Harry Browne 2.96 Aug 10 -0.89 -2.60 -2.73
Second Grader's Starter Paul Farrell 2.93 Aug 10 -0.75 3.36 7.37
US Stocks Quality 2.93 Aug 10 -0.05 6.01 8.77
Dedalo Four Dedalo Invest 2.88 Aug 10 -0.66 3.27 6.73
Golden Ratio Portfolio Frank Vasquez 2.83 Aug 10 -1.22 -0.68 1.14
Simple Path to Wealth JL Collins 2.79 Aug 10 -0.68 3.06 6.41
Golden Butterfly Tyler 2.78 Aug 10 -0.90 -0.91 0.24
All Country World 80/20 2.69 Aug 10 -0.80 2.74 6.19
Golden Butterfly with Bitcoin Tyler 2.68 Aug 10 -0.83 -0.96 0.25
Developed World ex-US Stocks 2.66 Aug 10 -0.88 3.19 7.42
Paul Boyer Portfolio Paul Boyer 2.60 Aug 10 -2.08 -2.75 -2.06
Three Funds Bogleheads 2.59 Aug 10 -0.82 2.88 6.44
Edge Select Aggressive Merrill Lynch 2.59 Aug 10 -1.27 3.06 7.22
US Stocks Momentum 2.58 Aug 10 -12.61 5.61 17.31
Robo Advisor 100 Value Tilt Betterment 2.57 Aug 10 -0.46 4.27 8.91
LifeStrategy Growth Fund Vanguard 2.57 Aug 10 -0.82 2.90 6.43
Four Funds Bogleheads 2.56 Aug 10 -0.77 2.86 6.51
Dedalo Eleven Dedalo Invest 2.56 Aug 10 -1.10 2.95 6.80
In Saecula Saeculorum Fulvio Marchese 2.54 Aug 10 -0.74 0.31 1.67
Developed World ex-US Stocks Momentum 2.51 Aug 10 -2.19 1.61 4.07
Four Seasons Portfolio Davide Pisicchio 2.45 Aug 10 -0.74 0.27 1.93
Pepperoni Portfolio Davide Pisicchio 2.45 Aug 10 -1.43 2.39 5.83
Marc Faber Portfolio Marc Faber 2.43 Aug 10 0.18 -1.48 0.16
US Stocks Equal Weight 2.42 Aug 10 1.05 6.10 9.43
Robo Advisor 90 Value Tilt Betterment 2.42 Aug 10 -1.15 3.43 8.27
Aggressive Portfolio Lyn Alden 2.40 Aug 10 -0.64 2.54 6.26
Capricciosa Portfolio Davide Pisicchio 2.39 Aug 10 -0.79 1.38 3.72
Aim comfortable trip Aim Ways 2.35 Aug 10 -0.23 0.29 1.36
Stocks/Bonds 60/40 ESG 2.33 Aug 10 -0.62 2.83 5.06
Stocks/Bonds 60/40 with Bitcoin 2.31 Aug 10 -0.69 2.00 4.56
Stocks/Bonds 60/40 2.28 Aug 10 -0.79 2.33 4.99
Moderate Portfolio Lyn Alden 2.24 Aug 10 -0.94 2.08 5.40
Odd-Stats Strategy Aim Ways 2.24 Aug 10 -1.59 0.20 1.95
Core Four Rick Ferri 2.22 Aug 10 -0.53 2.92 6.71
Edge Select Moderately Aggressive Merrill Lynch 2.20 Aug 10 -1.22 2.40 5.74
Developed World ex-US 80/20 2.19 Aug 10 -0.93 2.62 5.94
Weird Portfolio Value Stock Geek 2.18 Aug 10 0.13 -0.69 1.41
Robo Advisor 80 Value Tilt Betterment 2.18 Aug 10 -1.19 3.02 7.33
Sheltered Sam 100/0 Bill Bernstein 2.15 Aug 10 0.11 4.51 9.54
Perfect Portfolio Ben Stein 2.14 Aug 10 -0.44 2.74 7.63
Stocks/Bonds 80/20 Momentum 2.11 Aug 10 -10.86 4.47 13.76
Margherita Portfolio Davide Pisicchio 2.09 Aug 10 -0.75 -0.22 0.99
All Country World 60/40 2.09 Aug 10 -0.90 2.01 4.58
Conservative Portfolio Lyn Alden 2.09 Aug 10 -0.13 1.63 4.40
Margaritaville Scott Burns 2.03 Aug 10 -0.75 2.13 5.42
Andrew Tobias Portfolio Andrew Tobias 2.03 Aug 10 0.44 3.18 5.30
Mid-Twenties Burton Malkiel 2.02 Aug 10 -0.92 3.14 7.49
PISI Portfolio Davide Pisicchio 2.01 Aug 10 -0.98 -0.65 0.04
Desert Portfolio Gyroscopic Investing 2.00 Aug 10 -0.39 -0.29 0.44
LifeStrategy Moderate Growth Vanguard 1.99 Aug 10 -0.92 2.09 4.70
No Brainer Portfolio Bill Bernstein 1.98 Aug 10 -0.79 3.56 7.93
US Stocks Value 1.97 Aug 10 1.94 4.08 7.56
Gone Fishin' Portfolio Alexander Green 1.97 Aug 10 -1.59 1.71 5.48
Late Thirties to Early Forties Burton Malkiel 1.97 Aug 10 -0.84 3.11 7.30
Ulcer Free Strategy Aim Ways 1.96 Aug 10 -2.43 -1.24 0.09
Sheltered Sam 90/10 Bill Bernstein 1.94 Aug 10 0.08 4.08 8.66
All Weather Portfolio Ray Dalio 1.93 Aug 10 -1.01 -1.33 1.46
Desert Portfolio with Bitcoin Gyroscopic Investing 1.90 Aug 10 -0.31 -0.34 0.45
All Weather Portfolio with Bitcoin Ray Dalio 1.90 Aug 10 -1.05 -1.44 1.07
Family Taxable Portfolio Ted Aronson 1.87 Aug 10 -2.50 2.39 7.29
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.85 Aug 10 -0.42 2.52 5.99
Cockroach Portfolio Tony Dong 1.85 Aug 10 0.42 -1.27 -1.24
European Stocks 1.84 Aug 10 2.32 5.38 5.43
Gretchen Tai Portfolio Gretchen Tai 1.84 Aug 10 -1.35 2.25 6.09
Couch Potato Scott Burns 1.83 Aug 10 -0.59 1.71 4.42
Pinwheel Tyler 1.80 Aug 10 -0.18 1.36 4.46
Edge Select Moderate Merrill Lynch 1.74 Aug 10 -1.22 1.74 4.30
Sheltered Sam 80/20 Bill Bernstein 1.74 Aug 10 0.06 3.63 7.76
Mid-Fifties Burton Malkiel 1.72 Aug 10 -0.69 2.96 6.92
Ultimate Buy and Hold Strategy Paul Merriman 1.72 Aug 10 0.30 4.07 9.29
Developed World ex-US 60/40 1.71 Aug 10 -0.98 2.03 4.43
Long Term Portfolio Ben Stein 1.71 Aug 10 -0.27 3.43 7.63
Emerging Markets Stocks 1.69 Aug 10 -6.31 0.68 9.01
Stocks/Bonds 40/60 ESG 1.66 Aug 10 -0.86 1.62 3.06
Stocks/Bonds 60/40 Momentum 1.64 Aug 10 -8.89 3.26 10.17
Stocks/Bonds 40/60 with Bitcoin 1.63 Aug 10 -0.84 0.99 2.65
Developed World ex-US 60/40 Momentum 1.62 Aug 10 -1.80 1.04 2.38
Stocks/Bonds 40/60 1.60 Aug 10 -0.95 1.33 3.08
Four Square Scott Burns 1.58 Aug 10 -0.85 1.63 3.99
GAA Global Asset Allocation Mebane Faber 1.56 Aug 10 -0.78 -0.28 3.12
JP Morgan Balanced Portfolio JP Morgan 1.55 Aug 10 0.09 2.21 6.71
Sheltered Sam 70/30 Bill Bernstein 1.53 Aug 10 0.03 3.18 6.86
All Country World 40/60 1.50 Aug 10 -1.02 1.25 2.94
Simple and Cheap Time Money Inc 1.49 Aug 10 -0.58 2.07 4.99
Talmud Portfolio 2x Leveraged Roger Gibson 1.48 Aug 10 0.21 2.07 8.82
Robo Advisor 50 Value Tilt Betterment 1.42 Aug 10 -0.91 2.01 4.42
LifeStrategy Conservative Growth Vanguard 1.41 Aug 10 -1.02 1.26 2.95
Tilt Toward Value Time Money Inc 1.38 Aug 10 -0.47 2.36 5.42
Late Sixties and Beyond Burton Malkiel 1.37 Aug 10 -0.39 2.75 6.31
Sandwich Portfolio Bob Clyatt 1.34 Aug 10 -0.56 1.84 4.75
Ideal Index Frank Armstrong 1.34 Aug 10 -0.30 3.22 7.23
Coward's Portfolio Bill Bernstein 1.32 Aug 10 -0.47 2.98 6.58
Sheltered Sam 60/40 Bill Bernstein 1.32 Aug 10 0.00 2.72 5.96
Lifepath Fund iShares 1.32 Aug 10 -0.94 1.25 3.24
Edge Select Moderately Conservative Merrill Lynch 1.32 Aug 10 -1.14 1.08 2.77
Simple Money Portfolio Tim Maurer 1.29 Aug 10 0.83 2.97 5.60
Developed World ex-US 40/60 1.24 Aug 10 -1.03 1.42 2.89
Yale Endowment David Swensen 1.23 Aug 10 -0.29 2.34 6.38
Five Asset Roger Gibson 1.21 Aug 10 2.22 0.67 9.59
Robust Alpha Architect 1.21 Aug 10 -2.35 2.57 11.73
Lazy Portfolio David Swensen 1.19 Aug 10 -0.32 2.29 6.35
Developed World ex-US 40/60 Momentum 1.18 Aug 10 -1.59 0.74 1.51
Stocks/Bonds 40/60 Momentum 1.18 Aug 10 -6.67 1.99 6.56
Global Market Portfolio Credit Suisse 1.15 Aug 10 -1.69 0.86 2.94
Dynamic 40/60 Income The Lazy Team 1.14 Aug 10 -0.31 0.67 1.88
Seven Value Scott Burns 1.13 Aug 10 1.92 2.48 8.27
Sheltered Sam 50/50 Bill Bernstein 1.12 Aug 10 -0.03 2.25 5.04
Big Rocks Portfolio Larry Swedroe 1.10 Aug 10 0.28 3.15 6.62
Coffeehouse Bill Schultheis 1.08 Aug 10 -0.50 2.81 6.44
Aggressive Global Income The Lazy Team 1.08 Aug 10 1.93 3.58 8.26
Ivy Portfolio Mebane Faber 1.06 Aug 10 2.63 0.13 10.69
Ultimate Buy&Hold FundAdvice 1.03 Aug 10 0.10 2.37 5.58
7Twelve Portfolio Craig Israelsen 1.00 Aug 10 1.75 0.45 9.60
Six Ways from Sunday Scott Burns 0.92 Aug 10 2.10 1.75 7.77
Stocks/Bonds 20/80 0.92 Aug 10 -1.11 0.31 1.17
Sheltered Sam 40/60 Bill Bernstein 0.91 Aug 10 -0.06 1.78 4.12
All Country World 20/80 0.91 Aug 10 -1.13 0.48 1.28
Five Fold Scott Burns 0.90 Aug 10 -0.13 2.05 5.42
Nano Portfolio John Wasik 0.87 Aug 10 0.41 2.28 5.17
LifeStrategy Income Fund Vanguard 0.83 Aug 10 -1.13 0.40 1.18
Dimensional Retirement Income Fund DFA 0.81 Aug 07 -0.33 0.41 2.10
Developed World ex-US 20/80 0.77 Aug 10 -1.08 0.78 1.32
Edge Select Conservative Merrill Lynch 0.75 Aug 10 -0.67 0.94 2.09
Stocks/Bonds 20/80 Momentum 0.71 Aug 10 -4.16 0.66 2.92
Sheltered Sam 30/70 Bill Bernstein 0.70 Aug 10 -0.09 1.30 3.18
Rob Arnott Portfolio Rob Arnott 0.69 Aug 10 0.19 -0.17 4.18
Talmud Portfolio Roger Gibson 0.67 Aug 10 0.33 2.45 6.42
Robo Advisor 20 Value Tilt Betterment 0.66 Aug 10 -0.41 0.94 2.03
Dynamic 60/40 Income The Lazy Team 0.64 Aug 10 0.53 1.41 4.00
Larry Portfolio Larry Swedroe 0.60 Aug 10 -0.79 0.70 2.57
Eliminate Fat Tails Larry Swedroe 0.55 Aug 10 -1.54 1.15 4.37
One-Decision Portfolio Marvin Appel 0.54 Aug 10 0.16 2.24 5.49
Sheltered Sam 20/80 Bill Bernstein 0.50 Aug 10 -0.12 0.80 2.24
High Yield Bonds Income The Lazy Team 0.46 Aug 10 -1.43 -0.33 -0.12
Robo Advisor 10 Value Tilt Betterment 0.40 Aug 10 -0.17 0.59 1.26
All Country World Bonds 0.32 Aug 10 -1.25 -0.32 -0.39
Total Bond Developed World ex-US 0.29 Aug 10 -1.14 0.12 -0.29
Sheltered Sam 10/90 Bill Bernstein 0.29 Aug 10 -0.15 0.30 1.30
Total Bond US 0.24 Aug 10 -1.28 -0.74 -0.75
Cape US Sector Value Robert Shiller 0.18 Aug 10 1.40 1.30 0.07
Robo Advisor 0 Betterment 0.14 Aug 10 0.11 0.25 0.50
10-year Treasury 0.14 Aug 10 -1.39 -1.16 -1.22
Short Term Treasury 0.13 Aug 10 0.16 0.30 0.55
Sheltered Sam 0/100 Bill Bernstein 0.08 Aug 10 -0.18 -0.20 0.34
US Cash 0.08 Aug 10 0.34 0.93 1.78
Conservative Income Charles Schwab 0.07 Aug 10 -0.47 0.00 0.77
US Inflation Protection 0.01 Aug 10 -0.68 -0.95 0.02