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
CWB
US Convertible Bonds -5.46 1.16 9.82
VTI
US Total Stock Market -0.49 4.26 8.77
VT
World All Countries -0.69 3.45 7.80
SPY
US Large Cap Blend 0.03 4.22 8.53
EEM
Emerging Markets -6.31 0.68 9.01
EFA
EAFE Stocks 1.64 4.82 6.46
IJR
US Small Cap Blend -1.92 6.42 15.04
PFF
US Preferred Stocks 0.40 -1.80 -1.44
EMB
Emerg. Market Bonds -1.44 0.07 0.59
DBC
Commodities 10.47 -5.31 20.55
HYG
US High Yield Bonds -0.15 0.37 0.92
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
BND
US Total Bond Market -1.28 -0.74 -0.75
BNDX
International Bonds -1.14 0.12 -0.29
TIP
US TIPS -0.68 -0.95 0.02
BIL
US Cash 0.34 0.93 1.78
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 14.13 Aug 13 -9.69 2.94 3.86
Gold 7.38 Aug 13 0.86 -12.30 -16.50
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 6.60 Aug 13 -1.74 -6.43 -9.06
Golden Butterfly 2x Leveraged Tyler 6.45 Aug 13 -2.52 -2.36 -1.60
Technology 6.41 Aug 13 -6.57 3.15 10.89
Stocks/Bonds 60/40 2x Leveraged 5.60 Aug 13 -1.60 2.86 6.29
US Stocks Momentum 5.49 Aug 13 -12.61 5.61 17.31
Desert Portfolio 2x Leveraged Gyroscopic Investing 4.94 Aug 13 -2.12 -2.48 -2.90
All Weather Portfolio 2x Leveraged Ray Dalio 4.93 Aug 13 -1.87 -3.06 -0.36
Stocks/Bonds 80/20 Momentum 4.53 Aug 13 -10.86 4.47 13.76
Diavola Portfolio Davide Pisicchio 4.50 Aug 13 -2.10 3.55 8.41
US Stocks ESG 4.38 Aug 13 -0.17 5.19 9.06
US Stocks 4.37 Aug 13 -0.49 4.26 8.77
Dedalo Three Dedalo Invest 4.32 Aug 13 -0.55 4.02 8.47
Stocks/Bonds 40/60 2x Leveraged 4.28 Aug 13 -2.17 0.86 2.65
All Country World Stocks 4.19 Aug 13 -0.69 3.45 7.80
Developed World ex-US Stocks 4.13 Aug 13 -0.88 3.19 7.42
Emerging Markets Stocks 4.04 Aug 13 -6.31 0.68 9.01
Gold Pivot Ptf Aim Ways 4.03 Aug 13 -1.25 -3.47 -4.08
Developed World ex-US Stocks Momentum 4.01 Aug 13 -2.19 1.61 4.07
Warren Buffett Portfolio Warren Buffett 3.90 Aug 13 -0.07 3.93 7.75
Shield Strategy Aim Ways 3.79 Aug 13 -1.53 -1.28 -0.40
Second Grader's Starter Paul Farrell 3.73 Aug 13 -0.75 3.36 7.37
Stocks/Bonds 80/20 3.64 Aug 13 -0.64 3.30 6.88
Robo Advisor 100 Value Tilt Betterment 3.62 Aug 13 -0.46 4.27 8.91
Robo Advisor 90 Value Tilt Betterment 3.62 Aug 13 -1.15 3.43 8.27
US Stocks Equal Weight 3.59 Aug 13 1.05 6.10 9.43
US Stocks Quality 3.58 Aug 13 -0.05 6.01 8.77
Stocks/Bonds 60/40 Momentum 3.57 Aug 13 -8.89 3.26 10.17
Dedalo Four Dedalo Invest 3.56 Aug 13 -0.66 3.27 6.73
Edge Select Aggressive Merrill Lynch 3.52 Aug 13 -1.27 3.06 7.22
US Stocks Minimum Volatility 3.51 Aug 13 1.52 3.80 3.84
All Country World 80/20 3.49 Aug 13 -0.80 2.74 6.19
Simple Path to Wealth JL Collins 3.45 Aug 13 -0.68 3.06 6.41
Developed World ex-US 80/20 3.42 Aug 13 -0.93 2.62 5.94
Dedalo Eleven Dedalo Invest 3.37 Aug 13 -1.10 2.95 6.80
Three Funds Bogleheads 3.36 Aug 13 -0.82 2.88 6.44
LifeStrategy Growth Fund Vanguard 3.33 Aug 13 -0.82 2.90 6.43
Talmud Portfolio 2x Leveraged Roger Gibson 3.33 Aug 13 0.21 2.07 8.82
Four Funds Bogleheads 3.32 Aug 13 -0.77 2.86 6.51
Golden Ratio Portfolio Frank Vasquez 3.31 Aug 13 -1.22 -0.68 1.14
Simplified Permanent Portfolio The Lazy Team 3.30 Aug 13 -0.63 -2.66 -2.91
Robo Advisor 80 Value Tilt Betterment 3.30 Aug 13 -1.19 3.02 7.33
Pepperoni Portfolio Davide Pisicchio 3.26 Aug 13 -1.43 2.39 5.83
Sheltered Sam 100/0 Bill Bernstein 3.23 Aug 13 0.11 4.51 9.54
Golden Butterfly Tyler 3.21 Aug 13 -0.90 -0.91 0.24
Aggressive Portfolio Lyn Alden 3.21 Aug 13 -0.64 2.54 6.26
Permanent Portfolio Harry Browne 3.17 Aug 13 -0.97 -2.55 -2.73
Family Taxable Portfolio Ted Aronson 3.15 Aug 13 -2.50 2.39 7.29
Perfect Portfolio Ben Stein 3.12 Aug 13 -0.44 2.74 7.63
Golden Butterfly with Bitcoin Tyler 3.09 Aug 13, 08:00PM -0.83 -0.96 0.25
Moderate Portfolio Lyn Alden 3.06 Aug 13 -0.94 2.08 5.40
Edge Select Moderately Aggressive Merrill Lynch 3.05 Aug 13 -1.22 2.40 5.74
Permanent Portfolio with Bitcoin Harry Browne 3.05 Aug 13, 08:00PM -0.89 -2.60 -2.73
Core Four Rick Ferri 3.04 Aug 13 -0.53 2.92 6.71
Capricciosa Portfolio Davide Pisicchio 3.02 Aug 13 -0.79 1.38 3.72
Mid-Twenties Burton Malkiel 3.01 Aug 13 -0.92 3.14 7.49
Paul Boyer Portfolio Paul Boyer 3.01 Aug 13 -2.08 -2.75 -2.06
In Saecula Saeculorum Fulvio Marchese 2.99 Aug 13 -0.74 0.31 1.67
Marc Faber Portfolio Marc Faber 2.98 Aug 13 0.18 -1.48 0.16
Four Seasons Portfolio Davide Pisicchio 2.97 Aug 13 -0.74 0.27 1.93
Gone Fishin' Portfolio Alexander Green 2.96 Aug 13 -1.59 1.71 5.48
Stocks/Bonds 60/40 ESG 2.96 Aug 13 -0.62 2.83 5.06
Weird Portfolio Value Stock Geek 2.94 Aug 13 0.13 -0.69 1.41
Sheltered Sam 90/10 Bill Bernstein 2.94 Aug 13 0.08 4.08 8.66
Late Thirties to Early Forties Burton Malkiel 2.93 Aug 13 -0.84 3.11 7.30
Odd-Stats Strategy Aim Ways 2.91 Aug 13 -1.59 0.20 1.95
Stocks/Bonds 60/40 2.90 Aug 13 -0.79 2.33 4.99
Ultimate Buy and Hold Strategy Paul Merriman 2.89 Aug 13 0.30 4.07 9.29
Stocks/Bonds 60/40 with Bitcoin 2.87 Aug 13, 08:00PM -0.69 2.00 4.56
Gretchen Tai Portfolio Gretchen Tai 2.85 Aug 13 -1.35 2.25 6.09
All Country World 60/40 2.80 Aug 13 -0.90 2.01 4.58
No Brainer Portfolio Bill Bernstein 2.75 Aug 13 -0.79 3.56 7.93
Aim comfortable trip Aim Ways 2.74 Aug 13 -0.23 0.29 1.36
Margaritaville Scott Burns 2.72 Aug 13 -0.75 2.13 5.42
Conservative Portfolio Lyn Alden 2.72 Aug 13 -0.13 1.63 4.40
Jane Bryant Quinn Portfolio Jane Bryant Quinn 2.71 Aug 13 -0.42 2.52 5.99
US Stocks Value 2.70 Aug 13 1.94 4.08 7.56
Developed World ex-US 60/40 2.70 Aug 13 -0.98 2.03 4.43
Ulcer Free Strategy Aim Ways 2.68 Aug 13 -2.43 -1.24 0.09
LifeStrategy Moderate Growth Vanguard 2.66 Aug 13 -0.92 2.09 4.70
Mid-Fifties Burton Malkiel 2.65 Aug 13 -0.69 2.96 6.92
Sheltered Sam 80/20 Bill Bernstein 2.65 Aug 13 0.06 3.63 7.76
Developed World ex-US 60/40 Momentum 2.62 Aug 13 -1.80 1.04 2.38
Stocks/Bonds 40/60 Momentum 2.61 Aug 13 -6.67 1.99 6.56
Long Term Portfolio Ben Stein 2.60 Aug 13 -0.27 3.43 7.63
Pinwheel Tyler 2.60 Aug 13 -0.18 1.36 4.46
Margherita Portfolio Davide Pisicchio 2.59 Aug 13 -0.75 -0.22 0.99
Robust Alpha Architect 2.55 Aug 13 -2.35 2.57 11.73
Andrew Tobias Portfolio Andrew Tobias 2.55 Aug 13 0.44 3.18 5.30
Edge Select Moderate Merrill Lynch 2.50 Aug 13 -1.22 1.74 4.30
PISI Portfolio Davide Pisicchio 2.48 Aug 13 -0.98 -0.65 0.04
Cockroach Portfolio Tony Dong 2.42 Aug 13 0.42 -1.27 -1.24
Desert Portfolio Gyroscopic Investing 2.39 Aug 13 -0.39 -0.29 0.44
All Weather Portfolio Ray Dalio 2.36 Aug 13 -1.01 -1.33 1.46
Sheltered Sam 70/30 Bill Bernstein 2.36 Aug 13 0.03 3.18 6.86
Couch Potato Scott Burns 2.33 Aug 13 -0.59 1.71 4.42
All Weather Portfolio with Bitcoin Ray Dalio 2.30 Aug 13, 08:00PM -1.05 -1.44 1.07
Desert Portfolio with Bitcoin Gyroscopic Investing 2.27 Aug 13, 08:00PM -0.31 -0.34 0.45
Stocks/Bonds 40/60 ESG 2.24 Aug 13 -0.86 1.62 3.06
JP Morgan Balanced Portfolio JP Morgan 2.23 Aug 13 0.09 2.21 6.71
Simple and Cheap Time Money Inc 2.23 Aug 13 -0.58 2.07 4.99
GAA Global Asset Allocation Mebane Faber 2.23 Aug 13 -0.78 -0.28 3.12
Late Sixties and Beyond Burton Malkiel 2.21 Aug 13 -0.39 2.75 6.31
Coward's Portfolio Bill Bernstein 2.19 Aug 13 -0.47 2.98 6.58
Yale Endowment David Swensen 2.19 Aug 13 -0.29 2.34 6.38
Ideal Index Frank Armstrong 2.17 Aug 13 -0.30 3.22 7.23
Stocks/Bonds 40/60 2.17 Aug 13 -0.95 1.33 3.08
Four Square Scott Burns 2.16 Aug 13 -0.85 1.63 3.99
Robo Advisor 50 Value Tilt Betterment 2.16 Aug 13 -0.91 2.01 4.42
Tilt Toward Value Time Money Inc 2.16 Aug 13 -0.47 2.36 5.42
Stocks/Bonds 40/60 with Bitcoin 2.14 Aug 13, 08:00PM -0.84 0.99 2.65
Sandwich Portfolio Bob Clyatt 2.14 Aug 13 -0.56 1.84 4.75
All Country World 40/60 2.11 Aug 13 -1.02 1.25 2.94
Lazy Portfolio David Swensen 2.09 Aug 13 -0.32 2.29 6.35
Sheltered Sam 60/40 Bill Bernstein 2.06 Aug 13 0.00 2.72 5.96
Seven Value Scott Burns 2.01 Aug 13 1.92 2.48 8.27
Simple Money Portfolio Tim Maurer 2.00 Aug 13 0.83 2.97 5.60
LifeStrategy Conservative Growth Vanguard 1.99 Aug 13 -1.02 1.26 2.95
Developed World ex-US 40/60 1.98 Aug 13 -1.03 1.42 2.89
European Stocks 1.98 Aug 13 2.32 5.38 5.43
Edge Select Moderately Conservative Merrill Lynch 1.97 Aug 13 -1.14 1.08 2.77
Coffeehouse Bill Schultheis 1.95 Aug 13 -0.50 2.81 6.44
Developed World ex-US 40/60 Momentum 1.93 Aug 13 -1.59 0.74 1.51
Lifepath Fund iShares 1.92 Aug 13 -0.94 1.25 3.24
Global Market Portfolio Credit Suisse 1.90 Aug 13 -1.69 0.86 2.94
Ultimate Buy&Hold FundAdvice 1.86 Aug 13 0.10 2.37 5.58
Five Asset Roger Gibson 1.84 Aug 13 2.22 0.67 9.59
Big Rocks Portfolio Larry Swedroe 1.83 Aug 13 0.28 3.15 6.62
Six Ways from Sunday Scott Burns 1.80 Aug 13 2.10 1.75 7.77
Sheltered Sam 50/50 Bill Bernstein 1.77 Aug 13 -0.03 2.25 5.04
Ivy Portfolio Mebane Faber 1.74 Aug 13 2.63 0.13 10.69
7Twelve Portfolio Craig Israelsen 1.73 Aug 13 1.75 0.45 9.60
Dynamic 40/60 Income The Lazy Team 1.73 Aug 13 -0.31 0.67 1.88
Five Fold Scott Burns 1.66 Aug 13 -0.13 2.05 5.42
Stocks/Bonds 20/80 Momentum 1.66 Aug 13 -4.16 0.66 2.92
Nano Portfolio John Wasik 1.59 Aug 13 0.41 2.28 5.17
Cape US Sector Value Robert Shiller 1.59 Aug 13 1.40 1.30 0.07
Talmud Portfolio Roger Gibson 1.56 Aug 13 0.33 2.45 6.42
Aggressive Global Income The Lazy Team 1.53 Aug 13 1.93 3.58 8.26
Sheltered Sam 40/60 Bill Bernstein 1.48 Aug 13 -0.06 1.78 4.12
Stocks/Bonds 20/80 1.43 Aug 13 -1.11 0.31 1.17
Dynamic 60/40 Income The Lazy Team 1.41 Aug 13 0.53 1.41 4.00
All Country World 20/80 1.41 Aug 13 -1.13 0.48 1.28
Larry Portfolio Larry Swedroe 1.38 Aug 13 -0.79 0.70 2.57
LifeStrategy Income Fund Vanguard 1.32 Aug 13 -1.13 0.40 1.18
Developed World ex-US 20/80 1.26 Aug 13 -1.08 0.78 1.32
One-Decision Portfolio Marvin Appel 1.24 Aug 13 0.16 2.24 5.49
Rob Arnott Portfolio Rob Arnott 1.21 Aug 13 0.19 -0.17 4.18
Edge Select Conservative Merrill Lynch 1.21 Aug 13 -0.67 0.94 2.09
Sheltered Sam 30/70 Bill Bernstein 1.19 Aug 13 -0.09 1.30 3.18
Eliminate Fat Tails Larry Swedroe 1.19 Aug 13 -1.54 1.15 4.37
Robo Advisor 20 Value Tilt Betterment 1.11 Aug 13 -0.41 0.94 2.03
Dimensional Retirement Income Fund DFA 1.00 Aug 13 -0.33 0.41 2.10
High Yield Bonds Income The Lazy Team 0.96 Aug 13 -1.43 -0.33 -0.12
Sheltered Sam 20/80 Bill Bernstein 0.90 Aug 13 -0.12 0.80 2.24
Robo Advisor 10 Value Tilt Betterment 0.74 Aug 13 -0.17 0.59 1.26
10-year Treasury 0.72 Aug 13 -1.39 -1.16 -1.22
All Country World Bonds 0.72 Aug 13 -1.25 -0.32 -0.39
Total Bond US 0.70 Aug 13 -1.28 -0.74 -0.75
Sheltered Sam 10/90 Bill Bernstein 0.61 Aug 13 -0.15 0.30 1.30
Total Bond Developed World ex-US 0.54 Aug 13 -1.14 0.12 -0.29
Conservative Income Charles Schwab 0.43 Aug 13 -0.47 0.00 0.77
Robo Advisor 0 Betterment 0.37 Aug 13 0.11 0.25 0.50
Short Term Treasury 0.34 Aug 13 0.16 0.30 0.55
Sheltered Sam 0/100 Bill Bernstein 0.32 Aug 13 -0.18 -0.20 0.34
US Inflation Protection 0.29 Aug 13 -0.68 -0.95 0.02
US Cash 0.11 Aug 13 0.34 0.93 1.78
Berkshire Hathaway Warren Buffett -0.60 Aug 13 2.37 7.68 6.10