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
BIL
US Cash 0.28 0.89 1.79
TIP
US TIPS -0.02 -1.16 -1.26
EEM
Emerging Markets 4.57 -1.80 7.65
IJR
US Small Cap Blend -0.65 4.54 11.94
SPY
US Large Cap Blend 2.68 1.66 12.41
EMB
Emerg. Market Bonds 0.56 -0.46 -0.47
HYG
US High Yield Bonds 0.90 0.84 1.84
VTI
US Total Stock Market 2.70 1.80 12.30
VT
World All Countries 3.01 1.90 9.25
BND
US Total Bond Market 0.36 -0.65 -1.96
BNDX
International Bonds -0.21 -0.91 -2.00
TLT
US Long Term Treasuries 0.73 -2.65 -7.06
LQD
US Invest. Grade Bonds 0.40 -1.75 -2.68
PFF
US Preferred Stocks 0.37 -2.22 -0.75
EFA
EAFE Stocks 1.77 4.15 3.58
VNQ
US REITs -2.54 1.66 2.76
QQQ
US Technology 4.18 -2.81 18.30
CWB
US Convertible Bonds 0.54 -5.05 9.17
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
Berkshire Hathaway Warren Buffett 0.61 Sep 02 -1.30 6.44 -0.05
Ivy Portfolio Mebane Faber 0.21 Sep 02 2.15 2.63 10.06
7Twelve Portfolio Craig Israelsen 0.20 Sep 02 1.91 2.58 9.05
US Stocks Value 0.14 Sep 02 1.91 4.12 7.21
Cockroach Portfolio Tony Dong 0.12 Sep 02 1.85 1.92 -5.69
Five Asset Roger Gibson 0.10 Sep 02 2.08 2.37 8.70
Developed World ex-US Stocks Momentum 0.06 Sep 02 2.11 1.90 2.19
Aggressive Global Income The Lazy Team 0.05 Sep 02 0.33 3.41 4.53
Seven Value Scott Burns 0.04 Sep 02 1.99 3.82 6.33
US Cash 0.02 Sep 02 0.28 0.89 1.79
Six Ways from Sunday Scott Burns 0.01 Sep 02 1.95 3.35 5.77
US Inflation Protection 0.01 Sep 02 -0.02 -1.16 -1.26
Emerging Markets Stocks 0.01 Sep 02 4.57 -1.80 7.65
Eliminate Fat Tails Larry Swedroe -0.01 Sep 02 0.73 0.33 3.29
Sheltered Sam 0/100 Bill Bernstein -0.02 Sep 02 0.09 -0.23 -0.39
Sheltered Sam 10/90 Bill Bernstein -0.04 Sep 02 0.29 0.18 0.50
Short Term Treasury -0.04 Sep 02 0.17 0.39 0.19
Sheltered Sam 20/80 Bill Bernstein -0.05 Sep 02 0.48 0.59 1.38
Robo Advisor 0 Betterment -0.06 Sep 02 0.19 0.36 0.10
Sheltered Sam 30/70 Bill Bernstein -0.07 Sep 02 0.67 0.98 2.24
Sheltered Sam 40/60 Bill Bernstein -0.08 Sep 02 0.85 1.37 3.10
Sheltered Sam 50/50 Bill Bernstein -0.10 Sep 02 1.03 1.75 3.94
Robo Advisor 10 Value Tilt Betterment -0.10 Sep 02 0.44 0.45 0.74
Sheltered Sam 60/40 Bill Bernstein -0.11 Sep 02 1.20 2.12 4.77
Developed World ex-US 60/40 Momentum -0.11 Sep 02 1.23 0.84 0.59
Big Rocks Portfolio Larry Swedroe -0.11 Sep 02 0.88 2.51 5.33
Couch Potato Scott Burns -0.12 Sep 02 1.40 0.39 5.49
Sheltered Sam 70/30 Bill Bernstein -0.13 Sep 02 1.36 2.48 5.59
Rob Arnott Portfolio Rob Arnott -0.13 Sep 02 1.21 0.47 2.93
Coward's Portfolio Bill Bernstein -0.13 Sep 02 1.24 2.03 5.82
Dimensional Retirement Income Fund DFA -0.13 Sep 01 0.59 0.04 1.66
Robo Advisor 20 Value Tilt Betterment -0.14 Sep 02 0.68 0.56 1.37
Sheltered Sam 80/20 Bill Bernstein -0.14 Sep 02 1.53 2.84 6.40
JP Morgan Balanced Portfolio JP Morgan -0.15 Sep 02 1.50 1.81 6.36
Sheltered Sam 90/10 Bill Bernstein -0.16 Sep 02 1.69 3.19 7.20
Perfect Portfolio Ben Stein -0.17 Sep 02 2.62 1.76 7.86
Sheltered Sam 100/0 Bill Bernstein -0.17 Sep 02 1.84 3.53 7.99
Conservative Income Charles Schwab -0.18 Sep 02 0.12 -0.14 -0.40
Robo Advisor 100 Value Tilt Betterment -0.19 Sep 02 2.41 2.82 8.46
Ideal Index Frank Armstrong -0.19 Sep 02 1.08 2.37 5.37
Larry Portfolio Larry Swedroe -0.20 Sep 02 0.80 0.64 1.29
Developed World ex-US 40/60 Momentum -0.20 Sep 02 0.77 0.28 -0.25
Margaritaville Scott Burns -0.20 Sep 02 1.93 0.95 5.33
Simple Money Portfolio Tim Maurer -0.20 Sep 02 1.11 2.60 3.97
No Brainer Portfolio Bill Bernstein -0.20 Sep 02 1.30 2.24 7.44
Ultimate Buy&Hold FundAdvice -0.22 Sep 02 1.20 1.93 3.87
Robo Advisor 90 Value Tilt Betterment -0.22 Sep 02 2.59 2.00 7.74
Edge Select Conservative Merrill Lynch -0.22 Sep 02 0.77 0.50 1.54
Dedalo Eleven Dedalo Invest -0.22 Sep 02 2.35 1.03 7.66
Robo Advisor 50 Value Tilt Betterment -0.23 Sep 02 1.38 1.04 3.51
Coffeehouse Bill Schultheis -0.23 Sep 02 0.67 2.02 4.69
Robo Advisor 80 Value Tilt Betterment -0.23 Sep 02 2.35 1.69 6.69
One-Decision Portfolio Marvin Appel -0.23 Sep 02 0.22 1.15 4.24
Long Term Portfolio Ben Stein -0.23 Sep 02 1.49 2.00 6.95
Four Square Scott Burns -0.24 Sep 02 1.42 0.50 3.48
Cape US Sector Value Robert Shiller -0.24 Sep 02 0.49 2.81 -0.48
Family Taxable Portfolio Ted Aronson -0.24 Sep 02 2.01 0.83 5.98
Edge Select Aggressive Merrill Lynch -0.25 Sep 02 2.50 1.30 8.22
Dynamic 40/60 Income The Lazy Team -0.25 Sep 02 0.97 0.09 2.61
US Stocks -0.26 Sep 02 2.70 1.80 12.30
Four Funds Bogleheads -0.26 Sep 02 2.30 1.35 7.19
All Weather Portfolio Ray Dalio -0.26 Sep 02 2.42 -0.07 1.07
Stocks/Bonds 80/20 -0.26 Sep 02 2.27 1.35 9.43
Dedalo Three Dedalo Invest -0.26 Sep 02 2.79 1.83 11.36
Simple Path to Wealth JL Collins -0.27 Sep 02 2.16 1.23 8.71
All Weather Portfolio with Bitcoin Ray Dalio -0.27 Sep 02 2.62 -0.02 1.25
Stocks/Bonds 60/40 with Bitcoin -0.27 Sep 02 2.14 0.98 6.76
Lifepath Fund iShares -0.27 Sep 02 1.22 0.51 2.90
Stocks/Bonds 60/40 -0.27 Sep 02 1.82 0.88 6.57
Warren Buffett Portfolio Warren Buffett -0.27 Sep 02 2.61 1.66 11.52
Edge Select Moderately Aggressive Merrill Lynch -0.27 Sep 02 2.19 0.93 6.55
Ultimate Buy and Hold Strategy Paul Merriman -0.27 Sep 02 1.80 3.10 7.02
Late Thirties to Early Forties Burton Malkiel -0.28 Sep 02 1.87 1.37 6.69
Late Sixties and Beyond Burton Malkiel -0.28 Sep 02 1.13 1.29 5.02
Stocks/Bonds 40/60 with Bitcoin -0.28 Sep 02 1.68 0.49 3.89
Stocks/Bonds 40/60 -0.28 Sep 02 1.36 0.39 3.71
Mid-Twenties Burton Malkiel -0.28 Sep 02 1.97 1.35 6.94
Andrew Tobias Portfolio Andrew Tobias -0.28 Sep 02 1.59 2.16 5.31
Lazy Portfolio David Swensen -0.28 Sep 02 1.00 0.87 4.84
Dedalo Four Dedalo Invest -0.29 Sep 02 2.24 1.33 8.66
Mid-Fifties Burton Malkiel -0.29 Sep 02 1.57 1.31 5.96
All Country World Stocks -0.29 Sep 02 3.01 1.90 9.25
Second Grader's Starter Paul Farrell -0.29 Sep 02 2.55 1.63 8.51
Stocks/Bonds 20/80 -0.29 Sep 02 0.87 -0.12 0.87
Tilt Toward Value Time Money Inc -0.29 Sep 02 1.11 1.29 4.38
Three Funds Bogleheads -0.29 Sep 02 2.34 1.40 7.12
All Country World 80/20 -0.29 Sep 02 2.49 1.42 7.09
Sandwich Portfolio Bob Clyatt -0.29 Sep 02 1.27 0.91 3.96
Edge Select Moderate Merrill Lynch -0.29 Sep 02 1.74 0.59 4.66
Stocks/Bonds 40/60 ESG -0.30 Sep 02 1.53 0.32 4.52
All Country World 60/40 -0.30 Sep 02 1.95 0.92 4.92
Total Bond US -0.30 Sep 02 0.36 -0.65 -1.96
LifeStrategy Growth Fund Vanguard -0.30 Sep 02 2.31 1.39 6.97
All Country World 40/60 -0.30 Sep 02 1.39 0.40 2.72
LifeStrategy Moderate Growth Vanguard -0.30 Sep 02 1.81 0.90 4.78
All Country World 20/80 -0.30 Sep 02 0.80 -0.14 0.50
Robust Alpha Architect -0.31 Sep 02 1.14 0.92 10.91
LifeStrategy Conservative Growth Vanguard -0.31 Sep 02 1.30 0.38 2.55
All Country World Bonds -0.31 Sep 02 0.19 -0.71 -1.75
LifeStrategy Income Fund Vanguard -0.31 Sep 02 0.76 -0.16 0.30
Edge Select Moderately Conservative Merrill Lynch -0.31 Sep 02 1.33 0.22 2.78
Core Four Rick Ferri -0.31 Sep 02 1.89 1.38 6.81
Five Fold Scott Burns -0.32 Sep 02 0.58 0.74 3.33
Stocks/Bonds 60/40 ESG -0.32 Sep 02 2.08 0.82 7.93
US Stocks Equal Weight -0.33 Sep 02 2.04 5.46 7.91
Yale Endowment David Swensen -0.33 Sep 02 1.05 0.90 4.79
GAA Global Asset Allocation Mebane Faber -0.33 Sep 02 2.09 0.17 2.33
Simple and Cheap Time Money Inc -0.33 Sep 02 1.26 0.88 4.13
Dynamic 60/40 Income The Lazy Team -0.34 Sep 02 0.29 0.53 3.26
Gretchen Tai Portfolio Gretchen Tai -0.34 Sep 02 2.02 0.89 5.17
Global Market Portfolio Credit Suisse -0.34 Sep 02 1.30 -0.25 1.75
10-year Treasury -0.34 Sep 02 0.12 -1.03 -3.49
Nano Portfolio John Wasik -0.34 Sep 02 0.45 1.22 3.07
High Yield Bonds Income The Lazy Team -0.35 Sep 02 0.81 -0.42 -0.18
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.35 Sep 02 1.58 1.13 5.53
Desert Portfolio with Bitcoin Gyroscopic Investing -0.36 Sep 02 2.00 0.29 1.23
Aggressive Portfolio Lyn Alden -0.36 Sep 02 2.34 1.36 5.66
Pepperoni Portfolio Davide Pisicchio -0.36 Sep 02 1.89 0.23 7.80
Moderate Portfolio Lyn Alden -0.36 Sep 02 2.26 1.04 4.89
Gone Fishin' Portfolio Alexander Green -0.37 Sep 02 1.99 0.85 4.13
Total Bond Developed World ex-US -0.37 Sep 02 -0.21 -0.91 -2.00
Capricciosa Portfolio Davide Pisicchio -0.37 Sep 02 1.93 0.36 4.87
Conservative Portfolio Lyn Alden -0.37 Sep 02 1.88 1.19 3.36
US Stocks ESG -0.37 Sep 02 3.11 1.77 14.89
Desert Portfolio Gyroscopic Investing -0.39 Sep 02 1.82 0.14 0.60
Talmud Portfolio Roger Gibson -0.39 Sep 02 0.14 0.98 4.31
Pinwheel Tyler -0.42 Sep 02 1.72 1.29 2.82
Developed World ex-US 20/80 -0.42 Sep 02 0.56 -0.23 -0.59
Stocks/Bonds 60/40 2x Leveraged -0.43 Sep 02 3.23 -0.13 9.22
Margherita Portfolio Davide Pisicchio -0.43 Sep 02 1.85 -0.21 1.25
Four Seasons Portfolio Davide Pisicchio -0.43 Sep 02 2.12 0.02 2.64
In Saecula Saeculorum Fulvio Marchese -0.44 Sep 02 2.29 0.24 2.50
US Stocks Quality -0.44 Sep 02 1.50 3.49 9.10
Golden Ratio Portfolio Frank Vasquez -0.45 Sep 02 2.64 0.07 0.86
Diavola Portfolio Davide Pisicchio -0.45 Sep 02 2.85 0.40 12.42
Golden Butterfly with Bitcoin Tyler -0.46 Sep 02 2.81 0.76 0.43
Stocks/Bonds 40/60 2x Leveraged -0.46 Sep 02 2.28 -1.00 3.14
PISI Portfolio Davide Pisicchio -0.47 Sep 02 1.89 -0.29 -0.22
Developed World ex-US 40/60 -0.48 Sep 02 1.28 0.41 0.77
Golden Butterfly Tyler -0.49 Sep 02 2.64 0.61 -0.17
Aim comfortable trip Aim Ways -0.52 Sep 02 2.24 0.90 0.81
Stocks/Bonds 20/80 Momentum -0.53 Sep 02 0.34 -1.64 2.20
Developed World ex-US 60/40 -0.54 Sep 02 1.97 1.01 2.07
US Stocks Minimum Volatility -0.56 Sep 02 3.67 5.42 4.55
Paul Boyer Portfolio Paul Boyer -0.58 Sep 02 3.04 -0.69 -3.51
Permanent Portfolio with Bitcoin Harry Browne -0.59 Sep 02 3.48 -0.31 -2.26
All Weather Portfolio 2x Leveraged Ray Dalio -0.59 Sep 02 4.98 0.16 -1.92
Developed World ex-US 80/20 -0.59 Sep 02 2.63 1.59 3.33
Permanent Portfolio Harry Browne -0.62 Sep 02 3.30 -0.46 -2.84
Developed World ex-US Stocks -0.65 Sep 02 3.26 2.14 4.54
Simplified Permanent Portfolio The Lazy Team -0.69 Sep 02 3.12 -0.54 -3.21
Odd-Stats Strategy Aim Ways -0.71 Sep 02 2.14 -0.34 1.83
Weird Portfolio Value Stock Geek -0.72 Sep 02 2.15 0.86 -1.37
Ulcer Free Strategy Aim Ways -0.72 Sep 02 1.65 -2.03 -0.50
Shield Strategy Aim Ways -0.73 Sep 02 3.43 -0.71 0.98
Stocks/Bonds 40/60 Momentum -0.75 Sep 02 0.32 -2.54 6.37
Marc Faber Portfolio Marc Faber -0.77 Sep 02 2.49 0.10 -1.90
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.78 Sep 02 3.37 -1.86 -3.47
Talmud Portfolio 2x Leveraged Roger Gibson -0.85 Sep 02 0.08 -0.22 4.04
European Stocks -0.93 Sep 02 1.18 4.38 3.52
Gold Pivot Ptf Aim Ways -0.97 Sep 02 4.18 -1.07 -3.40
Stocks/Bonds 60/40 Momentum -0.98 Sep 02 0.30 -3.35 10.56
Technology -1.07 Sep 02 4.18 -2.81 18.30
Stocks/Bonds 80/20 Momentum -1.21 Sep 02 0.28 -4.10 14.76
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -1.26 Sep 02 5.62 -2.70 -9.76
US Stocks Momentum -1.44 Sep 02 0.26 -4.79 18.98
Golden Butterfly 2x Leveraged Tyler -1.48 Sep 02 3.59 -0.37 -3.76
Gold -1.81 Sep 02 9.93 -2.09 -15.57
Ark Tech Portfolio Cathie Wood -2.64 Sep 02 16.42 7.30 25.10