Last Update - 30 September 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 Sep 26
Ticker Asset Class 1M 3M 6M
DBC
Commodities 3.26 21.23 11.64
TLT
US Long Term Treasuries -5.38 -8.95 -8.18
IJR
US Small Cap Blend -5.53 -7.94 10.16
VNQ
US REITs -6.26 -6.25 2.82
LQD
US Invest. Grade Bonds -3.39 -5.18 -3.99
TIP
US TIPS -2.60 -3.29 -2.50
BND
US Total Bond Market -2.55 -3.45 -2.78
EMB
Emerg. Market Bonds -3.73 -4.58 -0.71
VTI
US Total Stock Market -0.78 1.39 17.29
SPY
US Large Cap Blend -0.33 2.38 17.86
BNDX
International Bonds -1.18 -2.51 -1.04
HYG
US High Yield Bonds -2.73 -2.00 0.01
BIL
US Cash 0.28 0.90 1.79
VT
World All Countries -1.43 0.83 14.83
EFA
EAFE Stocks -3.31 0.01 8.65
QQQ
US Technology 3.32 0.56 28.44
PFF
US Preferred Stocks -2.62 -1.87 0.03
GLD
Gold -6.75 3.38 -11.49
CWB
US Convertible Bonds -0.84 -5.74 11.47
EEM
Emerging Markets -0.34 -2.37 18.22
IJH
US Mid Cap Blend -4.22 -6.41 7.14
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 Oct 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 Sep 26
Portfolio Author Oct 26▾ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 8.71 Oct 28 -1.27 -0.25 4.02
All Weather Portfolio 2x Leveraged Ray Dalio 5.81 Oct 28 -6.63 -3.81 -1.66
US Stocks Minimum Volatility 5.63 Oct 28 -3.70 1.35 5.74
US Stocks Value 4.84 Oct 28 -3.21 0.55 8.76
US Stocks Equal Weight 4.51 Oct 28 -4.83 -1.87 9.22
Cockroach Portfolio Tony Dong 4.47 Oct 28 -4.23 -2.05 -3.13
Talmud Portfolio 2x Leveraged Roger Gibson 3.71 Oct 28 -6.96 -6.68 6.97
Stocks/Bonds 40/60 2x Leveraged 3.29 Oct 28 -4.27 -4.21 6.24
Seven Value Scott Burns 3.14 Oct 28 -2.89 0.95 5.60
Aggressive Global Income The Lazy Team 2.98 Oct 28 -4.22 -2.05 4.00
Stocks/Bonds 60/40 2x Leveraged 2.88 Oct 28 -3.15 -1.62 15.18
Six Ways from Sunday Scott Burns 2.82 Oct 28 -2.80 1.18 4.67
Cape US Sector Value Robert Shiller 2.82 Oct 28 -6.19 -4.41 0.74
All Weather Portfolio Ray Dalio 2.61 Oct 28 -2.68 -1.33 1.49
Desert Portfolio 2x Leveraged Gyroscopic Investing 2.59 Oct 28 -5.49 -4.38 0.05
All Weather Portfolio with Bitcoin Ray Dalio 2.51 Oct 28 -2.57 -1.07 1.82
US Inflation Protection 2.12 Oct 28 -2.60 -3.29 -2.50
10-year Treasury 2.08 Oct 28 -3.35 -4.58 -4.51
Golden Butterfly 2x Leveraged Tyler 2.07 Oct 28 -7.81 -6.91 -0.13
Rob Arnott Portfolio Rob Arnott 2.05 Oct 28 -2.08 -0.71 2.55
Coffeehouse Bill Schultheis 2.04 Oct 28 -3.46 -3.30 5.17
Talmud Portfolio Roger Gibson 1.86 Oct 28 -3.20 -2.75 5.61
Total Bond US 1.83 Oct 28 -2.55 -3.45 -2.78
Ivy Portfolio Mebane Faber 1.80 Oct 28 -1.12 3.66 7.89
Sheltered Sam 100/0 Bill Bernstein 1.78 Oct 28 -3.37 -1.48 10.91
Five Asset Roger Gibson 1.77 Oct 28 -1.42 2.86 8.28
High Yield Bonds Income The Lazy Team 1.75 Oct 28 -3.49 -4.11 -1.57
Stocks/Bonds 20/80 1.73 Oct 28 -2.16 -2.40 1.10
Sheltered Sam 90/10 Bill Bernstein 1.73 Oct 28 -3.19 -1.48 9.74
Couch Potato Scott Burns 1.72 Oct 28 -1.64 -0.84 7.17
Sheltered Sam 80/20 Bill Bernstein 1.67 Oct 28 -3.01 -1.48 8.57
Stocks/Bonds 40/60 1.63 Oct 28 -1.79 -1.40 5.05
Sheltered Sam 70/30 Bill Bernstein 1.61 Oct 28 -2.83 -1.47 7.39
One-Decision Portfolio Marvin Appel 1.59 Oct 28 -2.56 -2.19 4.68
7Twelve Portfolio Craig Israelsen 1.56 Oct 28 -1.12 2.53 7.09
Sheltered Sam 60/40 Bill Bernstein 1.56 Oct 28 -2.64 -1.47 6.21
All Country World Bonds 1.53 Oct 28 -2.25 -3.29 -1.86
Stocks/Bonds 60/40 1.53 Oct 28 -1.44 -0.43 9.06
Stocks/Bonds 40/60 with Bitcoin 1.52 Oct 28 -1.65 -0.84 5.29
Sheltered Sam 50/50 Bill Bernstein 1.50 Oct 28 -2.44 -1.47 5.03
Golden Butterfly Tyler 1.50 Oct 28 -3.86 -2.22 1.07
Nano Portfolio John Wasik 1.50 Oct 28 -3.11 -2.28 4.59
Golden Butterfly with Bitcoin Tyler 1.47 Oct 28 -3.64 -1.75 1.67
PISI Portfolio Davide Pisicchio 1.46 Oct 28 -2.85 -1.98 1.09
Simple Path to Wealth JL Collins 1.45 Oct 28 -1.19 0.27 12.11
Sheltered Sam 40/60 Bill Bernstein 1.45 Oct 28 -2.24 -1.47 3.85
Tilt Toward Value Time Money Inc 1.44 Oct 28 -2.56 -1.94 6.28
GAA Global Asset Allocation Mebane Faber 1.44 Oct 28 -2.25 -0.99 3.59
Conservative Income Charles Schwab 1.44 Oct 28 -1.99 -2.34 -1.02
Stocks/Bonds 80/20 1.42 Oct 28 -1.10 0.50 13.14
Stocks/Bonds 60/40 with Bitcoin 1.42 Oct 28 -1.30 0.12 9.32
Sheltered Sam 30/70 Bill Bernstein 1.39 Oct 28 -2.03 -1.46 2.66
Weird Portfolio Value Stock Geek 1.37 Oct 28 -5.37 -3.21 0.17
Late Sixties and Beyond Burton Malkiel 1.37 Oct 28 -2.60 -1.88 7.76
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 1.35 Oct 28 -6.75 -3.23 -4.71
LifeStrategy Income Fund Vanguard 1.34 Oct 28 -1.99 -2.36 1.11
Sheltered Sam 20/80 Bill Bernstein 1.34 Oct 28 -1.82 -1.46 1.46
Golden Ratio Portfolio Frank Vasquez 1.33 Oct 28 -2.81 -1.46 3.36
Global Market Portfolio Credit Suisse 1.33 Oct 28 -2.48 -2.88 3.92
Lifepath Fund iShares 1.33 Oct 28 -2.15 -1.88 4.28
US Stocks 1.32 Oct 28 -0.78 1.39 17.29
Dimensional Retirement Income Fund DFA 1.31 Oct 27 -2.44 -1.99 1.16
Sheltered Sam 10/90 Bill Bernstein 1.28 Oct 28 -1.60 -1.46 0.27
All Country World 20/80 1.28 Oct 28 -2.07 -2.40 1.44
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.26 Oct 28 -2.28 -1.15 8.46
Edge Select Conservative Merrill Lynch 1.24 Oct 28 -1.69 -1.61 2.02
Sheltered Sam 0/100 Bill Bernstein 1.23 Oct 28 -1.37 -1.45 -0.93
Simple Money Portfolio Tim Maurer 1.23 Oct 28 -2.92 -1.03 5.43
In Saecula Saeculorum Fulvio Marchese 1.21 Oct 28 -2.18 -0.68 4.78
JP Morgan Balanced Portfolio JP Morgan 1.19 Oct 28 -2.00 -0.44 7.78
Big Rocks Portfolio Larry Swedroe 1.19 Oct 28 -2.48 -1.35 6.60
Stocks/Bonds 40/60 ESG 1.18 Oct 28 -1.45 -0.80 6.48
Warren Buffett Portfolio Warren Buffett 1.15 Oct 28 -0.22 2.31 16.46
Odd-Stats Strategy Aim Ways 1.13 Oct 28 -1.95 -1.44 4.66
Five Fold Scott Burns 1.13 Oct 28 -2.67 -2.24 5.48
Coward's Portfolio Bill Bernstein 1.11 Oct 28 -2.10 -1.36 7.66
Total Bond Developed World ex-US 1.10 Oct 28 -1.18 -2.51 -1.04
Edge Select Moderately Conservative Merrill Lynch 1.10 Oct 28 -1.93 -1.75 4.28
Yale Endowment David Swensen 1.08 Oct 28 -2.63 -1.89 7.46
LifeStrategy Conservative Growth Vanguard 1.08 Oct 28 -1.84 -1.59 4.50
Robo Advisor 50 Value Tilt Betterment 1.06 Oct 28 -2.27 -1.82 5.81
Permanent Portfolio Harry Browne 1.04 Oct 28 -3.07 -0.85 -0.56
Simple and Cheap Time Money Inc 1.04 Oct 28 -2.23 -1.57 6.67
All Country World 40/60 1.02 Oct 28 -1.90 -1.54 4.75
Dedalo Four Dedalo Invest 1.01 Oct 28 -1.02 0.52 12.90
Conservative Portfolio Lyn Alden 1.01 Oct 28 -2.58 -0.88 6.40
Permanent Portfolio with Bitcoin Harry Browne 1.00 Oct 28 -2.84 -0.35 0.03
Dedalo Three Dedalo Invest 1.00 Oct 28 -0.98 1.22 16.54
Stocks/Bonds 60/40 ESG 0.96 Oct 28 -1.01 0.42 11.26
Desert Portfolio Gyroscopic Investing 0.95 Oct 28 -2.09 -0.70 2.22
Lazy Portfolio David Swensen 0.94 Oct 28 -2.55 -1.89 7.49
Ideal Index Frank Armstrong 0.94 Oct 28 -2.72 -1.97 7.48
Desert Portfolio with Bitcoin Gyroscopic Investing 0.92 Oct 28 -1.86 -0.20 2.84
Mid-Fifties Burton Malkiel 0.91 Oct 28 -2.39 -1.54 9.65
Capricciosa Portfolio Davide Pisicchio 0.90 Oct 28 -1.55 -0.45 7.38
Core Four Rick Ferri 0.88 Oct 28 -1.96 -0.64 10.53
Robo Advisor 20 Value Tilt Betterment 0.87 Oct 28 -1.43 -1.17 2.20
Simplified Permanent Portfolio The Lazy Team 0.87 Oct 28 -3.50 -1.11 -1.21
Robo Advisor 80 Value Tilt Betterment 0.85 Oct 28 -2.19 -1.08 10.73
Edge Select Moderate Merrill Lynch 0.83 Oct 28 -1.81 -1.31 7.12
Robo Advisor 100 Value Tilt Betterment 0.82 Oct 28 -2.29 -0.40 13.14
Larry Portfolio Larry Swedroe 0.82 Oct 28 -2.52 -2.52 1.77
Four Square Scott Burns 0.81 Oct 28 -1.75 -1.20 6.16
LifeStrategy Moderate Growth Vanguard 0.81 Oct 28 -1.71 -0.85 7.90
No Brainer Portfolio Bill Bernstein 0.81 Oct 28 -2.28 -1.79 9.88
Ultimate Buy&Hold FundAdvice 0.80 Oct 28 -2.62 -1.36 5.90
Robo Advisor 90 Value Tilt Betterment 0.80 Oct 28 -2.18 -0.80 12.30
Developed World ex-US 20/80 0.79 Oct 28 -1.58 -2.10 1.43
Four Seasons Portfolio Davide Pisicchio 0.77 Oct 28 -1.94 -0.61 4.90
All Country World 60/40 0.77 Oct 28 -1.73 -0.72 8.09
Margherita Portfolio Davide Pisicchio 0.77 Oct 28 -2.07 -1.00 2.96
Robo Advisor 10 Value Tilt Betterment 0.76 Oct 28 -1.04 -0.77 1.10
Margaritaville Scott Burns 0.72 Oct 28 -1.91 -0.77 8.65
Pepperoni Portfolio Davide Pisicchio 0.70 Oct 28 -0.70 -0.28 11.05
Dynamic 60/40 Income The Lazy Team 0.67 Oct 28 -2.61 -1.81 3.95
Robo Advisor 0 Betterment 0.67 Oct 28 -0.65 -0.36 -0.02
Four Funds Bogleheads 0.66 Oct 28 -1.63 -0.14 11.37
Three Funds Bogleheads 0.64 Oct 28 -1.62 -0.15 11.34
Short Term Treasury 0.63 Oct 28 -0.55 -0.22 0.11
Family Taxable Portfolio Ted Aronson 0.63 Oct 28 -2.41 -2.93 9.46
Sandwich Portfolio Bob Clyatt 0.62 Oct 28 -2.08 -1.39 6.28
Stocks/Bonds 20/80 Momentum 0.60 Oct 28 -0.60 -4.41 4.07
Ultimate Buy and Hold Strategy Paul Merriman 0.59 Oct 28 -3.25 -1.21 10.80
Second Grader's Starter Paul Farrell 0.58 Oct 28 -1.45 0.30 13.36
Andrew Tobias Portfolio Andrew Tobias 0.58 Oct 28 -1.59 0.42 8.56
Late Thirties to Early Forties Burton Malkiel 0.58 Oct 28 -2.10 -1.11 11.02
Dedalo Eleven Dedalo Invest 0.58 Oct 28 -1.21 0.00 12.55
Aim comfortable trip Aim Ways 0.57 Oct 28 -2.40 -0.45 3.18
European Stocks 0.55 Oct 28 -5.07 -1.72 7.00
LifeStrategy Growth Fund Vanguard 0.54 Oct 28 -1.58 -0.14 11.33
Shield Strategy Aim Ways 0.54 Oct 28 -1.99 -0.18 4.39
US Stocks ESG 0.52 Oct 28 -0.20 2.73 21.26
Eliminate Fat Tails Larry Swedroe 0.52 Oct 28 -1.75 -2.55 4.11
All Country World 80/20 0.51 Oct 28 -1.58 0.07 11.45
Paul Boyer Portfolio Paul Boyer 0.51 Oct 28 -3.85 -2.99 -1.41
Edge Select Moderately Aggressive Merrill Lynch 0.50 Oct 28 -1.49 -0.56 10.26
Dynamic 40/60 Income The Lazy Team 0.49 Oct 28 -2.05 -1.41 3.26
Developed World ex-US 40/60 0.49 Oct 28 -1.95 -1.71 3.88
Diavola Portfolio Davide Pisicchio 0.49 Oct 28 0.21 0.89 18.06
Marc Faber Portfolio Marc Faber 0.48 Oct 28 -4.13 -1.56 0.82
Long Term Portfolio Ben Stein 0.47 Oct 28 -2.13 -0.95 10.19
Gretchen Tai Portfolio Gretchen Tai 0.46 Oct 28 -2.30 -1.67 8.85
Perfect Portfolio Ben Stein 0.45 Oct 28 -1.23 0.92 11.72
US Stocks Quality 0.37 Oct 28 0.04 1.50 16.32
Pinwheel Tyler 0.36 Oct 28 -3.13 -1.64 5.53
Mid-Twenties Burton Malkiel 0.35 Oct 28 -2.00 -0.98 11.55
US Cash 0.32 Oct 28 0.28 0.90 1.79
All Country World Stocks 0.26 Oct 28 -1.43 0.83 14.83
Edge Select Aggressive Merrill Lynch 0.22 Oct 28 -1.32 -0.14 13.00
Developed World ex-US 60/40 0.18 Oct 28 -2.30 -1.34 6.29
Gone Fishin' Portfolio Alexander Green 0.17 Oct 28 -2.88 -2.52 7.37
Moderate Portfolio Lyn Alden 0.16 Oct 28 -1.90 -0.62 9.38
Aggressive Portfolio Lyn Alden 0.14 Oct 28 -1.88 -0.22 10.62
Robust Alpha Architect 0.13 Oct 28 0.35 -0.90 13.13
Developed World ex-US 40/60 Momentum 0.01 Oct 28 -1.18 -2.00 3.72
Ulcer Free Strategy Aim Ways -0.08 Oct 28 -1.80 -2.61 1.59
Developed World ex-US 80/20 -0.12 Oct 28 -2.62 -0.99 8.68
Gold Pivot Ptf Aim Ways -0.19 Oct 28 -2.60 0.20 0.06
Developed World ex-US Stocks -0.42 Oct 28 -2.93 -0.65 11.04
Developed World ex-US 60/40 Momentum -0.54 Oct 28 -1.18 -1.76 6.10
Stocks/Bonds 40/60 Momentum -0.62 Oct 28 1.20 -5.26 11.04
Developed World ex-US Stocks Momentum -1.63 Oct 28 -1.18 -1.31 10.85
Stocks/Bonds 60/40 Momentum -1.85 Oct 28 2.87 -6.00 18.12
Technology -1.91 Oct 28 3.32 0.56 28.44
Ark Tech Portfolio Cathie Wood -1.97 Oct 28 6.09 11.54 44.14
Gold -2.02 Oct 28 -6.75 3.38 -11.49
Stocks/Bonds 80/20 Momentum -3.08 Oct 28 4.42 -6.66 25.32
US Stocks Momentum -4.31 Oct 28 5.87 -7.25 32.64
Emerging Markets Stocks -4.95 Oct 28 -0.34 -2.37 18.22