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
BIL
US Cash 0.35 0.92 1.86
BND
US Total Bond Market 2.37 0.12 -0.62
BNDX
International Bonds 1.36 -0.05 0.07
CWB
US Convertible Bonds -6.29 -6.57 -5.49
DBC
Commodities 3.99 14.13 8.07
EEM
Emerging Markets -8.61 -4.76 -4.11
EFA
EAFE Stocks -0.50 -2.09 2.62
EMB
Emerg. Market Bonds 1.83 -1.42 -1.35
GLD
Gold -6.58 -4.24 -16.02
HYG
US High Yield Bonds 0.73 -1.13 -0.77
IJH
US Mid Cap Blend 1.92 -2.28 1.33
IJR
US Small Cap Blend 3.12 -3.21 3.01
LQD
US Invest. Grade Bonds 2.49 -0.60 -1.88
PFF
US Preferred Stocks -2.97 -5.16 -6.87
QQQ
US Technology -6.66 0.47 3.63
SPY
US Large Cap Blend -0.91 1.41 5.69
TIP
US TIPS 2.55 -0.15 -1.09
TLT
US Long Term Treasuries 5.64 0.69 -2.18
VNQ
US REITs 4.81 -4.24 -0.77
VT
World All Countries -1.60 -0.08 3.37
VTI
US Total Stock Market -0.71 1.17 5.48
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
Swipe left to see all data
Return (%) as of Oct 26
Portfolio Author 1M 3M 6M
Ark Tech Portfolio Cathie Wood -7.41 14.35 17.71
Sheltered Sam 80/20 Bill Bernstein 1.36 -0.20 3.43
Sheltered Sam 0/100 Bill Bernstein 1.56 0.26 0.06
Tilt Toward Value Time Money Inc 1.09 -0.40 1.95
Dedalo Four Dedalo Invest -0.57 0.62 3.91
Ulcer Free Strategy Aim Ways -1.41 -1.60 -2.82
Berkshire Hathaway Warren Buffett 9.18 6.39 14.57
Moderate Portfolio Lyn Alden -1.21 -0.89 1.17
Gold -6.58 -4.24 -16.02
Stocks/Bonds 60/40 0.41 0.78 3.12
Warren Buffett Portfolio Warren Buffett -0.90 1.46 5.44
Simple Path to Wealth JL Collins -0.02 0.93 4.02
Robo Advisor 80 Value Tilt Betterment -0.38 -0.27 2.74
Second Grader's Starter Paul Farrell -1.11 -0.07 3.29
Family Taxable Portfolio Ted Aronson -0.70 -1.14 1.23
Late Thirties to Early Forties Burton Malkiel -0.61 -0.88 2.21
High Yield Bonds Income The Lazy Team 1.73 -1.03 -1.36
Total Bond US 2.37 0.12 -0.62
All Country World Bonds 1.93 -0.17 -0.49
US Stocks ESG -2.07 0.78 6.01
All Weather Portfolio 2x Leveraged Ray Dalio 6.23 4.13 0.95
Desert Portfolio 2x Leveraged Gyroscopic Investing 1.22 -1.12 -3.57
Marc Faber Portfolio Marc Faber -0.47 -2.20 -3.64
Global Market Portfolio Credit Suisse 0.57 -0.65 0.21
Sheltered Sam 50/50 Bill Bernstein 1.43 -0.03 2.22
Four Square Scott Burns -0.06 -0.42 1.21
Stocks/Bonds 20/80 Momentum -0.79 -1.06 -0.40
Gold Pivot Ptf Aim Ways -2.53 -1.09 -4.52
Diavola Portfolio Davide Pisicchio -2.10 0.90 4.48
Couch Potato Scott Burns 0.80 0.54 2.26
Coffeehouse Bill Schultheis 2.24 -0.63 2.17
Edge Select Moderate Merrill Lynch -0.22 -0.32 1.41
Larry Portfolio Larry Swedroe 0.94 -0.82 -0.12
7Twelve Portfolio Craig Israelsen 1.40 2.21 2.67
Robo Advisor 20 Value Tilt Betterment 0.81 0.04 0.98
Andrew Tobias Portfolio Andrew Tobias -0.13 -0.16 3.02
Stocks/Bonds 20/80 1.68 0.35 0.66
All Country World Stocks -1.60 -0.08 3.37
All Weather Portfolio with Bitcoin Ray Dalio 1.90 1.88 0.41
Stocks/Bonds 40/60 Momentum -3.61 -2.15 -0.20
Stocks/Bonds 60/40 2x Leveraged 0.36 0.35 3.22
LifeStrategy Moderate Growth Vanguard -0.25 -0.18 1.91
Sheltered Sam 100/0 Bill Bernstein 1.31 -0.30 4.20
Sheltered Sam 20/80 Bill Bernstein 1.50 0.14 0.95
Eliminate Fat Tails Larry Swedroe -0.05 -1.08 0.06
Aim comfortable trip Aim Ways -0.43 -0.64 -0.36
Four Seasons Portfolio Davide Pisicchio -0.41 -0.27 0.00
All Weather Portfolio Ray Dalio 2.02 1.69 0.33
Short Term Treasury 0.92 0.54 0.84
Lazy Portfolio David Swensen 0.38 -1.21 1.05
Five Asset Roger Gibson 1.52 2.16 2.84
Rob Arnott Portfolio Rob Arnott 2.03 1.11 0.94
Pinwheel Tyler -0.37 -1.82 -0.49
Robo Advisor 0 Betterment 0.98 0.51 0.76
Big Rocks Portfolio Larry Swedroe 1.17 -0.47 2.67
Dynamic 60/40 Income The Lazy Team 0.57 -1.77 -0.39
Developed World ex-US 40/60 0.05 -0.64 0.76
All Country World 40/60 0.40 -0.13 1.12
Stocks/Bonds 40/60 ESG 0.34 0.40 2.02
Developed World ex-US 40/60 Momentum -0.58 -1.00 -0.27
Golden Butterfly 2x Leveraged Tyler 0.63 -3.90 -6.17
US Stocks Equal Weight 4.95 1.92 8.13
Sheltered Sam 70/30 Bill Bernstein 1.38 -0.14 3.03
Six Ways from Sunday Scott Burns 3.62 2.68 4.48
Gretchen Tai Portfolio Gretchen Tai -0.75 -1.08 1.15
Dedalo Eleven Dedalo Invest -1.12 -0.02 2.92
US Stocks Quality 0.11 1.66 7.78
Odd-Stats Strategy Aim Ways -0.11 0.03 0.23
Golden Ratio Portfolio Frank Vasquez -0.10 -0.29 -0.97
Conservative Portfolio Lyn Alden 0.17 -0.58 1.04
10-year Treasury 3.10 -0.24 -1.40
Stocks/Bonds 40/60 1.03 0.57 1.90
Developed World ex-US Stocks -1.66 -1.43 1.71
Edge Select Conservative Merrill Lynch 1.18 0.23 1.17
Golden Butterfly Tyler 0.61 -0.73 -1.63
Talmud Portfolio Roger Gibson 2.07 -1.06 1.37
Technology -6.66 0.47 3.63
Mid-Fifties Burton Malkiel 0.01 -0.84 2.09
Paul Boyer Portfolio Paul Boyer -0.91 -1.83 -4.53
Total Bond Developed World ex-US 1.36 -0.05 0.07
Stocks/Bonds 60/40 with Bitcoin 0.27 1.08 3.11
US Stocks Momentum -10.47 -4.98 0.35
Simplified Permanent Portfolio The Lazy Team -0.31 -0.79 -3.42
Cape US Sector Value Robert Shiller 4.14 -1.84 -0.56
LifeStrategy Income Fund Vanguard 1.24 -0.02 0.38
One-Decision Portfolio Marvin Appel 1.72 -0.67 1.55
Sheltered Sam 40/60 Bill Bernstein 1.45 0.02 1.80
Five Fold Scott Burns 0.90 -1.23 0.80
US Stocks Minimum Volatility 5.63 5.45 9.46
Shield Strategy Aim Ways -1.57 -0.23 -1.50
Pepperoni Portfolio Davide Pisicchio -0.85 0.31 2.71
Ultimate Buy&Hold FundAdvice 0.63 -0.84 1.51
Three Funds Bogleheads -0.84 -0.17 2.70
Dimensional Retirement Income Fund DFA 1.14 0.19 0.71
Edge Select Moderately Aggressive Merrill Lynch -0.97 -0.31 2.08
Coward's Portfolio Bill Bernstein 0.73 -0.17 2.80
Conservative Income Charles Schwab 1.84 -0.07 -0.07
Robo Advisor 50 Value Tilt Betterment 0.47 -0.44 1.56
Gone Fishin' Portfolio Alexander Green -0.95 -1.89 -0.21
Developed World ex-US 80/20 -1.12 -1.18 1.41
All Country World 80/20 -0.97 -0.10 2.64
Permanent Portfolio with Bitcoin Harry Browne -0.40 0.14 -2.46
Developed World ex-US Stocks Momentum -3.17 -2.30 -0.73
Stocks/Bonds 40/60 2x Leveraged 2.01 -0.12 0.74
LifeStrategy Growth Fund Vanguard -0.94 -0.26 2.64
Sheltered Sam 90/10 Bill Bernstein 1.34 -0.25 3.82
Sheltered Sam 10/90 Bill Bernstein 1.53 0.20 0.51
Simple and Cheap Time Money Inc 0.40 -0.59 1.46
Dedalo Three Dedalo Invest -0.98 0.79 4.84
US Cash 0.35 0.92 1.86
Margherita Portfolio Davide Pisicchio -0.15 -0.40 -0.62
Aggressive Portfolio Lyn Alden -1.30 -0.88 1.64
Permanent Portfolio Harry Browne -0.39 -0.27 -2.81
No Brainer Portfolio Bill Bernstein -0.01 -1.01 2.51
Yale Endowment David Swensen 0.57 -1.04 1.28
Lifepath Fund iShares 0.82 -0.14 1.11
Robo Advisor 90 Value Tilt Betterment -0.58 -0.23 3.19
Ultimate Buy and Hold Strategy Paul Merriman 0.05 -1.45 2.56
Desert Portfolio Gyroscopic Investing 0.29 -0.02 -0.31
Late Sixties and Beyond Burton Malkiel 0.91 -0.60 2.13
Aggressive Global Income The Lazy Team 3.44 -0.59 2.96
Developed World ex-US 20/80 0.68 -0.36 0.42
All Country World 20/80 1.14 -0.15 0.33
Golden Butterfly with Bitcoin Tyler 0.60 -0.33 -1.29
US Inflation Protection 2.55 -0.15 -1.09
Desert Portfolio with Bitcoin Gyroscopic Investing 0.28 0.38 0.05
Perfect Portfolio Ben Stein -0.85 0.50 3.25
Sheltered Sam 60/40 Bill Bernstein 1.40 -0.09 2.63
Long Term Portfolio Ben Stein -0.38 -1.05 2.34
Stocks/Bonds 80/20 Momentum -8.41 -4.10 0.18
Weird Portfolio Value Stock Geek 1.13 -2.24 -2.92
PISI Portfolio Davide Pisicchio 0.84 -0.19 -0.84
Cockroach Portfolio Tony Dong 5.68 3.08 1.77
JP Morgan Balanced Portfolio JP Morgan 0.61 0.07 2.28
Ivy Portfolio Mebane Faber 1.63 2.66 2.79
Core Four Rick Ferri -0.29 -0.39 2.51
Robust Alpha Architect -1.62 -0.15 2.41
Edge Select Moderately Conservative Merrill Lynch 0.45 -0.18 0.90
European Stocks 0.85 -3.13 2.08
Sandwich Portfolio Bob Clyatt 0.05 -0.79 1.03
Robo Advisor 10 Value Tilt Betterment 0.88 0.27 0.86
Mid-Twenties Burton Malkiel -0.97 -1.04 2.07
Stocks/Bonds 80/20 -0.17 0.98 4.31
GAA Global Asset Allocation Mebane Faber 0.65 0.44 0.15
Stocks/Bonds 40/60 with Bitcoin 0.88 0.88 1.88
Stocks/Bonds 60/40 Momentum -6.14 -3.16 -0.01
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -0.94 -2.44 -8.71
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.48 -0.26 2.25
LifeStrategy Conservative Growth Vanguard 0.47 -0.10 1.16
Nano Portfolio John Wasik 1.62 -1.10 1.15
Sheltered Sam 30/70 Bill Bernstein 1.48 0.08 1.38
Seven Value Scott Burns 3.89 2.90 5.44
US Stocks Value 4.92 3.49 7.71
In Saecula Saeculorum Fulvio Marchese 0.04 0.10 0.41
Capricciosa Portfolio Davide Pisicchio -0.30 0.05 1.43
US Stocks -0.71 1.17 5.48
Emerging Markets Stocks -8.61 -4.76 -4.11
Four Funds Bogleheads -0.83 -0.20 2.65
Ideal Index Frank Armstrong 0.67 -1.02 2.17
Edge Select Aggressive Merrill Lynch -1.54 -0.42 2.63
Margaritaville Scott Burns -0.50 -0.51 1.61
Simple Money Portfolio Tim Maurer 1.35 -0.51 2.44
Robo Advisor 100 Value Tilt Betterment -0.44 -0.37 3.88
Dynamic 40/60 Income The Lazy Team -0.06 -1.16 -0.50
Developed World ex-US 60/40 -0.55 -0.92 1.09
All Country World 60/40 -0.30 -0.12 1.89
Stocks/Bonds 60/40 ESG -0.51 0.53 3.37
Developed World ex-US 60/40 Momentum -1.49 -1.45 -0.43
Talmud Portfolio 2x Leveraged Roger Gibson 4.09 -3.07 -1.07