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
DBC
Commodities 6.28 6.17 24.70
EEM
Emerging Markets 4.57 -1.80 7.65
CWB
US Convertible Bonds 0.54 -5.05 9.17
PFF
US Preferred Stocks 0.37 -2.22 -0.75
EFA
EAFE Stocks 1.77 4.15 3.58
VT
World All Countries 3.01 1.90 9.25
QQQ
US Technology 4.18 -2.81 18.30
TIP
US TIPS -0.02 -1.16 -1.26
BIL
US Cash 0.28 0.89 1.79
EMB
Emerg. Market Bonds 0.56 -0.46 -0.47
TLT
US Long Term Treasuries 0.73 -2.65 -7.06
BNDX
International Bonds -0.21 -0.91 -2.00
BND
US Total Bond Market 0.36 -0.65 -1.96
SPY
US Large Cap Blend 2.68 1.66 12.41
VTI
US Total Stock Market 2.70 1.80 12.30
IJR
US Small Cap Blend -0.65 4.54 11.94
LQD
US Invest. Grade Bonds 0.40 -1.75 -2.68
HYG
US High Yield Bonds 0.90 0.84 1.84
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 2.77 Sep 08 0.26 -4.79 18.98
Emerging Markets Stocks 2.70 Sep 08 4.57 -1.80 7.65
Stocks/Bonds 80/20 Momentum 2.19 Sep 08 0.28 -4.10 14.76
Developed World ex-US Stocks Momentum 1.71 Sep 08 2.11 1.90 2.19
Stocks/Bonds 60/40 Momentum 1.61 Sep 08 0.30 -3.35 10.56
Robust Alpha Architect 1.15 Sep 08 1.14 0.92 10.91
Stocks/Bonds 40/60 Momentum 1.03 Sep 08 0.32 -2.54 6.37
Developed World ex-US 60/40 Momentum 0.99 Sep 08 1.23 0.84 0.59
Ivy Portfolio Mebane Faber 0.82 Sep 08 2.15 2.63 10.06
7Twelve Portfolio Craig Israelsen 0.77 Sep 08 1.91 2.58 9.05
Five Asset Roger Gibson 0.73 Sep 08 2.08 2.37 8.70
Developed World ex-US Stocks 0.73 Sep 08 3.26 2.14 4.54
Developed World ex-US 40/60 Momentum 0.63 Sep 08 0.77 0.28 -0.25
Family Taxable Portfolio Ted Aronson 0.57 Sep 08 2.01 0.83 5.98
Developed World ex-US 80/20 0.57 Sep 08 2.63 1.59 3.33
Robo Advisor 90 Value Tilt Betterment 0.49 Sep 08 2.59 2.00 7.74
Eliminate Fat Tails Larry Swedroe 0.48 Sep 08 0.73 0.33 3.29
Perfect Portfolio Ben Stein 0.46 Sep 08 2.62 1.76 7.86
Stocks/Bonds 20/80 Momentum 0.45 Sep 08 0.34 -1.64 2.20
Robo Advisor 80 Value Tilt Betterment 0.44 Sep 08 2.35 1.69 6.69
Ark Tech Portfolio Cathie Wood 0.42 Sep 08 16.42 7.30 25.10
Robo Advisor 100 Value Tilt Betterment 0.41 Sep 08 2.41 2.82 8.46
Developed World ex-US 60/40 0.40 Sep 08 1.97 1.01 2.07
Gretchen Tai Portfolio Gretchen Tai 0.37 Sep 08 2.02 0.89 5.17
Mid-Twenties Burton Malkiel 0.36 Sep 08 1.97 1.35 6.94
Edge Select Aggressive Merrill Lynch 0.34 Sep 08 2.50 1.30 8.22
Margaritaville Scott Burns 0.34 Sep 08 1.93 0.95 5.33
Rob Arnott Portfolio Rob Arnott 0.33 Sep 08 1.21 0.47 2.93
Late Thirties to Early Forties Burton Malkiel 0.30 Sep 08 1.87 1.37 6.69
Gone Fishin' Portfolio Alexander Green 0.28 Sep 08 1.99 0.85 4.13
Dedalo Eleven Dedalo Invest 0.28 Sep 08 2.35 1.03 7.66
Six Ways from Sunday Scott Burns 0.28 Sep 08 1.95 3.35 5.77
Ultimate Buy and Hold Strategy Paul Merriman 0.27 Sep 08 1.80 3.10 7.02
Developed World ex-US 40/60 0.24 Sep 08 1.28 0.41 0.77
Four Square Scott Burns 0.23 Sep 08 1.42 0.50 3.48
All Country World Stocks 0.23 Sep 08 3.01 1.90 9.25
JP Morgan Balanced Portfolio JP Morgan 0.23 Sep 08 1.50 1.81 6.36
Robo Advisor 50 Value Tilt Betterment 0.23 Sep 08 1.38 1.04 3.51
Seven Value Scott Burns 0.23 Sep 08 1.99 3.82 6.33
Edge Select Moderately Aggressive Merrill Lynch 0.22 Sep 08 2.19 0.93 6.55
Technology 0.22 Sep 08 4.18 -2.81 18.30
Four Funds Bogleheads 0.22 Sep 08 2.30 1.35 7.19
Dimensional Retirement Income Fund DFA 0.22 Sep 04 0.59 0.04 1.66
US Inflation Protection 0.22 Sep 08 -0.02 -1.16 -1.26
LifeStrategy Growth Fund Vanguard 0.21 Sep 08 2.31 1.39 6.97
Long Term Portfolio Ben Stein 0.21 Sep 08 1.49 2.00 6.95
GAA Global Asset Allocation Mebane Faber 0.21 Sep 08 2.09 0.17 2.33
Ideal Index Frank Armstrong 0.20 Sep 08 1.08 2.37 5.37
Mid-Fifties Burton Malkiel 0.20 Sep 08 1.57 1.31 5.96
Three Funds Bogleheads 0.19 Sep 08 2.34 1.40 7.12
Second Grader's Starter Paul Farrell 0.18 Sep 08 2.55 1.63 8.51
No Brainer Portfolio Bill Bernstein 0.17 Sep 08 1.30 2.24 7.44
All Country World 80/20 0.17 Sep 08 2.49 1.42 7.09
Global Market Portfolio Credit Suisse 0.15 Sep 08 1.30 -0.25 1.75
Berkshire Hathaway Warren Buffett 0.15 Sep 08 -1.30 6.44 -0.05
Aggressive Portfolio Lyn Alden 0.15 Sep 08 2.34 1.36 5.66
Moderate Portfolio Lyn Alden 0.14 Sep 08 2.26 1.04 4.89
Coward's Portfolio Bill Bernstein 0.14 Sep 08 1.24 2.03 5.82
Ultimate Buy&Hold FundAdvice 0.14 Sep 08 1.20 1.93 3.87
Lazy Portfolio David Swensen 0.13 Sep 08 1.00 0.87 4.84
LifeStrategy Moderate Growth Vanguard 0.13 Sep 08 1.81 0.90 4.78
Edge Select Moderate Merrill Lynch 0.11 Sep 08 1.74 0.59 4.66
All Country World 60/40 0.10 Sep 08 1.95 0.92 4.92
Yale Endowment David Swensen 0.10 Sep 08 1.05 0.90 4.79
Sheltered Sam 0/100 Bill Bernstein 0.10 Sep 08 0.09 -0.23 -0.39
Sheltered Sam 10/90 Bill Bernstein 0.09 Sep 08 0.29 0.18 0.50
Robo Advisor 20 Value Tilt Betterment 0.09 Sep 08 0.68 0.56 1.37
Sheltered Sam 20/80 Bill Bernstein 0.09 Sep 08 0.48 0.59 1.38
Core Four Rick Ferri 0.09 Sep 08 1.89 1.38 6.81
Sheltered Sam 30/70 Bill Bernstein 0.09 Sep 08 0.67 0.98 2.24
US Cash 0.09 Sep 08 0.28 0.89 1.79
Sheltered Sam 40/60 Bill Bernstein 0.09 Sep 08 0.85 1.37 3.10
Sandwich Portfolio Bob Clyatt 0.08 Sep 08 1.27 0.91 3.96
Sheltered Sam 50/50 Bill Bernstein 0.08 Sep 08 1.03 1.75 3.94
Five Fold Scott Burns 0.08 Sep 08 0.58 0.74 3.33
Sheltered Sam 60/40 Bill Bernstein 0.08 Sep 08 1.20 2.12 4.77
Developed World ex-US 20/80 0.08 Sep 08 0.56 -0.23 -0.59
Sheltered Sam 70/30 Bill Bernstein 0.08 Sep 08 1.36 2.48 5.59
Sheltered Sam 80/20 Bill Bernstein 0.08 Sep 08 1.53 2.84 6.40
Sheltered Sam 90/10 Bill Bernstein 0.07 Sep 08 1.69 3.19 7.20
Sheltered Sam 100/0 Bill Bernstein 0.07 Sep 08 1.84 3.53 7.99
Big Rocks Portfolio Larry Swedroe 0.06 Sep 08 0.88 2.51 5.33
Andrew Tobias Portfolio Andrew Tobias 0.05 Sep 08 1.59 2.16 5.31
Lifepath Fund iShares 0.05 Sep 08 1.22 0.51 2.90
Robo Advisor 10 Value Tilt Betterment 0.05 Sep 08 0.44 0.45 0.74
LifeStrategy Conservative Growth Vanguard 0.05 Sep 08 1.30 0.38 2.55
Simple and Cheap Time Money Inc 0.04 Sep 08 1.26 0.88 4.13
Late Sixties and Beyond Burton Malkiel 0.04 Sep 08 1.13 1.29 5.02
All Weather Portfolio with Bitcoin Ray Dalio 0.04 Sep 08 2.62 -0.02 1.25
Couch Potato Scott Burns 0.03 Sep 08 1.40 0.39 5.49
All Country World 40/60 0.03 Sep 08 1.39 0.40 2.72
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.03 Sep 08 1.58 1.13 5.53
All Weather Portfolio Ray Dalio 0.03 Sep 08 2.42 -0.07 1.07
Short Term Treasury 0.02 Sep 08 0.17 0.39 0.19
Edge Select Moderately Conservative Merrill Lynch 0.00 Sep 08 1.33 0.22 2.78
Robo Advisor 0 Betterment 0.00 Sep 08 0.19 0.36 0.10
Larry Portfolio Larry Swedroe 0.00 Sep 08 0.80 0.64 1.29
Pepperoni Portfolio Davide Pisicchio -0.01 Sep 08 1.89 0.23 7.80
Tilt Toward Value Time Money Inc -0.02 Sep 08 1.11 1.29 4.38
Simple Money Portfolio Tim Maurer -0.02 Sep 08 1.11 2.60 3.97
Dynamic 40/60 Income The Lazy Team -0.03 Sep 08 0.97 0.09 2.61
Ulcer Free Strategy Aim Ways -0.03 Sep 08 1.65 -2.03 -0.50
All Country World 20/80 -0.03 Sep 08 0.80 -0.14 0.50
Dedalo Three Dedalo Invest -0.03 Sep 08 2.79 1.83 11.36
LifeStrategy Income Fund Vanguard -0.04 Sep 08 0.76 -0.16 0.30
Edge Select Conservative Merrill Lynch -0.04 Sep 08 0.77 0.50 1.54
Dedalo Four Dedalo Invest -0.04 Sep 08 2.24 1.33 8.66
Conservative Income Charles Schwab -0.05 Sep 08 0.12 -0.14 -0.40
Diavola Portfolio Davide Pisicchio -0.05 Sep 08 2.85 0.40 12.42
Nano Portfolio John Wasik -0.06 Sep 08 0.45 1.22 3.07
Pinwheel Tyler -0.06 Sep 08 1.72 1.29 2.82
Total Bond Developed World ex-US -0.08 Sep 08 -0.21 -0.91 -2.00
Warren Buffett Portfolio Warren Buffett -0.08 Sep 08 2.61 1.66 11.52
Coffeehouse Bill Schultheis -0.09 Sep 08 0.67 2.02 4.69
All Country World Bonds -0.10 Sep 08 0.19 -0.71 -1.75
Stocks/Bonds 40/60 with Bitcoin -0.11 Sep 08 1.68 0.49 3.89
Stocks/Bonds 60/40 with Bitcoin -0.11 Sep 08 2.14 0.98 6.76
Conservative Portfolio Lyn Alden -0.13 Sep 08 1.88 1.19 3.36
Dynamic 60/40 Income The Lazy Team -0.13 Sep 08 0.29 0.53 3.26
Total Bond US -0.13 Sep 08 0.36 -0.65 -1.96
Stocks/Bonds 20/80 -0.14 Sep 08 0.87 -0.12 0.87
Stocks/Bonds 40/60 -0.14 Sep 08 1.36 0.39 3.71
Stocks/Bonds 60/40 -0.14 Sep 08 1.82 0.88 6.57
Simple Path to Wealth JL Collins -0.14 Sep 08 2.16 1.23 8.71
Stocks/Bonds 80/20 -0.14 Sep 08 2.27 1.35 9.43
US Stocks -0.15 Sep 08 2.70 1.80 12.30
Capricciosa Portfolio Davide Pisicchio -0.15 Sep 08 1.93 0.36 4.87
Aggressive Global Income The Lazy Team -0.18 Sep 08 0.33 3.41 4.53
Stocks/Bonds 40/60 ESG -0.20 Sep 08 1.53 0.32 4.52
One-Decision Portfolio Marvin Appel -0.20 Sep 08 0.22 1.15 4.24
Paul Boyer Portfolio Paul Boyer -0.22 Sep 08 3.04 -0.69 -3.51
Stocks/Bonds 60/40 ESG -0.23 Sep 08 2.08 0.82 7.93
Four Seasons Portfolio Davide Pisicchio -0.23 Sep 08 2.12 0.02 2.64
Margherita Portfolio Davide Pisicchio -0.24 Sep 08 1.85 -0.21 1.25
All Weather Portfolio 2x Leveraged Ray Dalio -0.24 Sep 08 4.98 0.16 -1.92
High Yield Bonds Income The Lazy Team -0.25 Sep 08 0.81 -0.42 -0.18
10-year Treasury -0.27 Sep 08 0.12 -1.03 -3.49
Talmud Portfolio Roger Gibson -0.27 Sep 08 0.14 0.98 4.31
US Stocks ESG -0.30 Sep 08 3.11 1.77 14.89
Desert Portfolio with Bitcoin Gyroscopic Investing -0.30 Sep 08 2.00 0.29 1.23
Aim comfortable trip Aim Ways -0.37 Sep 08 2.24 0.90 0.81
In Saecula Saeculorum Fulvio Marchese -0.37 Sep 08 2.29 0.24 2.50
Desert Portfolio Gyroscopic Investing -0.38 Sep 08 1.82 0.14 0.60
PISI Portfolio Davide Pisicchio -0.42 Sep 08 1.89 -0.29 -0.22
US Stocks Value -0.42 Sep 08 1.91 4.12 7.21
Golden Butterfly with Bitcoin Tyler -0.46 Sep 08 2.81 0.76 0.43
Permanent Portfolio with Bitcoin Harry Browne -0.48 Sep 08 3.48 -0.31 -2.26
Stocks/Bonds 60/40 2x Leveraged -0.49 Sep 08 3.23 -0.13 9.22
European Stocks -0.51 Sep 08 1.18 4.38 3.52
Golden Ratio Portfolio Frank Vasquez -0.52 Sep 08 2.64 0.07 0.86
Odd-Stats Strategy Aim Ways -0.53 Sep 08 2.14 -0.34 1.83
Cockroach Portfolio Tony Dong -0.53 Sep 08 1.85 1.92 -5.69
Golden Butterfly Tyler -0.53 Sep 08 2.64 0.61 -0.17
Stocks/Bonds 40/60 2x Leveraged -0.54 Sep 08 2.28 -1.00 3.14
Marc Faber Portfolio Marc Faber -0.54 Sep 08 2.49 0.10 -1.90
Permanent Portfolio Harry Browne -0.55 Sep 08 3.30 -0.46 -2.84
Shield Strategy Aim Ways -0.59 Sep 08 3.43 -0.71 0.98
Weird Portfolio Value Stock Geek -0.61 Sep 08 2.15 0.86 -1.37
Simplified Permanent Portfolio The Lazy Team -0.70 Sep 08 3.12 -0.54 -3.21
Talmud Portfolio 2x Leveraged Roger Gibson -0.75 Sep 08 0.08 -0.22 4.04
US Stocks Quality -0.82 Sep 08 1.50 3.49 9.10
Gold Pivot Ptf Aim Ways -0.85 Sep 08 4.18 -1.07 -3.40
Cape US Sector Value Robert Shiller -0.90 Sep 08 0.49 2.81 -0.48
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.94 Sep 08 3.37 -1.86 -3.47
US Stocks Equal Weight -1.21 Sep 08 2.04 5.46 7.91
Golden Butterfly 2x Leveraged Tyler -1.28 Sep 08 3.59 -0.37 -3.76
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -1.50 Sep 08 5.62 -2.70 -9.76
US Stocks Minimum Volatility -1.58 Sep 08 3.67 5.42 4.55
Gold -2.13 Sep 08 9.93 -2.09 -15.57