Last Update - May 08 2026 Eastern Time
In the following table, you can retrieve the most recent returns of the main Asset Classes (ETFs dividends included, when applicable).
Update time is Eastern Time (ET - America/New York).
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of Apr 26
|
|||||
|---|---|---|---|---|---|---|
| Ticker | Asset Class | May 26â–ľ | Time(ET) | 1M | 3M | 6M |
|
QQQ
|
US Technology | 6.48 | May 08 | 15.69 | 7.51 | 6.42 |
|
VPL
|
Pacific | 6.17 | May 08 | 9.78 | 8.58 | 20.29 |
|
EEM
|
Emerging Markets | 6.14 | May 08 | 12.68 | 8.27 | 17.37 |
|
CWB
|
US Convertible Bonds | 3.80 | May 08 | 10.53 | 8.57 | 9.36 |
|
VT
|
World All Countries | 2.62 | May 08 | 9.31 | 4.20 | 8.66 |
|
SPY
|
US Large Cap | 2.58 | May 08 | 10.51 | 4.14 | 5.97 |
|
VTI
|
US Total Stock Market | 2.43 | May 08 | 10.40 | 4.32 | 6.22 |
|
GLD
|
Gold | 2.38 | May 08 | -1.54 | -4.78 | 15.09 |
|
EFA
|
EAFE Stocks | 1.59 | May 08 | 5.34 | 1.57 | 10.25 |
|
PFF
|
US Preferred Stocks | 1.31 | May 08 | 4.22 | 0.37 | 3.28 |
|
VGK
|
Europe | 1.13 | May 08 | 5.71 | 0.05 | 10.06 |
|
FLLA
|
Latin America | 0.93 | May 08 | 2.97 | 5.51 | 28.72 |
|
TLT
|
US Long Term Treasuries | 0.89 | May 08 | -0.84 | -0.63 | -3.05 |
|
IJR
|
US Small Cap | 0.89 | May 08 | 10.29 | 8.10 | 17.11 |
|
EMB
|
Emerg. Market Bonds | 0.79 | May 08 | 2.49 | 0.52 | 1.65 |
|
LQD
|
US Invest. Grade Bonds | 0.71 | May 08 | 0.28 | -0.44 | 0.09 |
|
BNDX
|
International Bonds | 0.39 | May 08 | 0.23 | -0.41 | -0.59 |
|
BND
|
US Total Bond Market | 0.38 | May 08 | 0.15 | -0.01 | 0.50 |
|
TIP
|
US TIPS | 0.35 | May 08 | 1.09 | 0.98 | 1.09 |
|
VNQ
|
US REITs | 0.31 | May 08 | 8.60 | 7.22 | 10.17 |
|
HYG
|
US High Yield Bonds | 0.22 | May 08 | 1.52 | 0.55 | 2.42 |
|
BIL
|
US Cash | 0.10 | May 08 | 0.29 | 0.85 | 1.78 |
|
DBC
|
Commodities | -2.57 | May 08 | 7.43 | 27.30 | 40.50 |
| 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 May 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.
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.
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of Apr 26
|
||||||
|---|---|---|---|---|---|---|---|
| Portfolio | Author | May 26â–ľ | Time(ET) | 1M | 3M | 6M | |
| Technology | 6.48 | May 08 | 15.69 | 7.51 | 6.42 | ||
| US Stocks Momentum | 6.27 | May 08 | 18.33 | 11.08 | 12.11 | ||
| Emerging Markets Stocks | 6.14 | May 08 | 12.68 | 8.27 | 17.37 | ||
| Stocks/Bonds 80/20 Momentum | 5.09 | May 08 | 14.57 | 8.89 | 9.78 | ||
| Ark Tech Portfolio | Cathie Wood | 4.50 | May 08 | 13.37 | 0.90 | -9.47 | |
| Stocks/Bonds 60/40 Momentum | 3.91 | May 08 | 10.88 | 6.69 | 7.46 | ||
| US Stocks ESG | 3.51 | May 08 | 12.02 | 3.68 | 4.14 | ||
| Stocks/Bonds 60/40 2x Leveraged | 3.39 | May 08 | 11.99 | 3.34 | 4.04 | ||
| Diavola Portfolio | Davide Pisicchio | 3.21 | May 08 | 10.62 | 4.70 | 5.71 | |
| Developed World ex-US Stocks | 2.93 | May 08 | 7.37 | 4.10 | 14.93 | ||
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | 2.77 | May 08 | 3.40 | -2.81 | 8.02 | |
| Stocks/Bonds 40/60 Momentum | 2.73 | May 08 | 7.24 | 4.48 | 5.13 | ||
| All Country World Stocks | 2.62 | May 08 | 9.31 | 4.20 | 8.66 | ||
| Edge Select Aggressive | Merrill Lynch | 2.57 | May 08 | 8.41 | 4.04 | 7.89 | |
| Golden Butterfly 2x Leveraged | Tyler | 2.55 | May 08 | 7.11 | 0.78 | 12.89 | |
| Stocks/Bonds 40/60 2x Leveraged | 2.52 | May 08 | 7.58 | 1.77 | 1.91 | ||
| Dedalo Three | Dedalo Invest | 2.49 | May 08 | 10.07 | 4.28 | 6.96 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | 2.45 | May 08 | 5.02 | -0.43 | 4.16 | |
| Family Taxable Portfolio | Ted Aronson | 2.44 | May 08 | 7.38 | 4.78 | 9.76 | |
| US Stocks | 2.43 | May 08 | 10.40 | 4.32 | 6.22 | ||
| Developed World ex-US 80/20 | 2.42 | May 08 | 5.97 | 3.24 | 11.92 | ||
| Dedalo Eleven | Dedalo Invest | 2.38 | May 08 | 8.13 | 3.75 | 7.40 | |
| Gold | 2.38 | May 08 | -1.54 | -4.78 | 15.09 | ||
| Second Grader's Starter | Paul Farrell | 2.37 | May 08 | 8.53 | 3.88 | 7.87 | |
| Warren Buffett Portfolio | Warren Buffett | 2.33 | May 08 | 9.46 | 3.68 | 4.87 | |
| Robo Advisor 90 Value Tilt | Betterment | 2.31 | May 08 | 8.19 | 4.68 | 11.08 | |
| Mid-Twenties | Burton Malkiel | 2.28 | May 08 | 8.22 | 4.22 | 8.67 | |
| Stocks/Bonds 60/40 ESG | 2.23 | May 08 | 7.09 | 2.17 | 2.64 | ||
| Edge Select Moderately Aggressive | Merrill Lynch | 2.20 | May 08 | 6.96 | 3.26 | 6.42 | |
| Shield Strategy | Aim Ways | 2.20 | May 08 | 4.31 | 0.89 | 5.88 | |
| Gone Fishin' Portfolio | Alexander Green | 2.19 | May 08 | 6.58 | 3.70 | 10.83 | |
| All Country World 80/20 | 2.18 | May 08 | 7.53 | 3.36 | 7.00 | ||
| LifeStrategy Growth Fund | Vanguard | 2.17 | May 08 | 7.45 | 3.43 | 7.38 | |
| Gretchen Tai Portfolio | Gretchen Tai | 2.17 | May 08 | 6.81 | 3.76 | 8.55 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | 2.17 | May 08 | 12.54 | 6.61 | 7.90 | |
| Three Funds | Bogleheads | 2.16 | May 08 | 7.50 | 3.46 | 7.30 | |
| Four Funds | Bogleheads | 2.16 | May 08 | 7.59 | 3.55 | 7.36 | |
| Late Thirties to Early Forties | Burton Malkiel | 2.13 | May 08 | 7.96 | 4.06 | 8.37 | |
| Robo Advisor 80 Value Tilt | Betterment | 2.12 | May 08 | 7.37 | 4.19 | 9.93 | |
| Robo Advisor 100 Value Tilt | Betterment | 2.12 | May 08 | 8.44 | 4.45 | 10.91 | |
| Pepperoni Portfolio | Davide Pisicchio | 2.11 | May 08 | 7.20 | 3.36 | 4.43 | |
| Perfect Portfolio | Ben Stein | 2.09 | May 08 | 7.28 | 4.76 | 9.80 | |
| Dedalo Four | Dedalo Invest | 2.07 | May 08 | 8.04 | 3.36 | 5.49 | |
| Stocks/Bonds 80/20 | 2.02 | May 08 | 8.28 | 3.46 | 5.08 | ||
| Core Four | Rick Ferri | 1.96 | May 08 | 7.52 | 3.69 | 7.18 | |
| Gold Pivot Ptf | Aim Ways | 1.96 | May 08 | 2.14 | -0.63 | 6.99 | |
| Simple Path to Wealth | JL Collins | 1.92 | May 08 | 7.76 | 3.25 | 4.79 | |
| Developed World ex-US 60/40 | 1.91 | May 08 | 4.56 | 2.36 | 8.87 | ||
| Margaritaville | Scott Burns | 1.90 | May 08 | 6.40 | 3.22 | 6.99 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | 1.90 | May 08 | 8.10 | 5.01 | 13.72 | |
| Mid-Fifties | Burton Malkiel | 1.85 | May 08 | 7.42 | 3.85 | 7.86 | |
| Ulcer Free Strategy | Aim Ways | 1.79 | May 08 | 3.06 | 1.35 | 4.01 | |
| Edge Select Moderate | Merrill Lynch | 1.76 | May 08 | 5.39 | 2.52 | 5.14 | |
| Long Term Portfolio | Ben Stein | 1.76 | May 08 | 7.27 | 4.06 | 8.85 | |
| All Country World 60/40 | 1.75 | May 08 | 5.77 | 2.52 | 5.33 | ||
| Odd-Stats Strategy | Aim Ways | 1.75 | May 08 | 4.30 | 1.74 | 4.37 | |
| Robust | Alpha Architect | 1.74 | May 08 | 8.68 | 8.93 | 14.13 | |
| LifeStrategy Moderate Growth | Vanguard | 1.72 | May 08 | 5.62 | 2.56 | 5.59 | |
| Paul Boyer Portfolio | Paul Boyer | 1.72 | May 08 | 2.32 | 0.71 | 8.07 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 1.70 | May 08 | 6.58 | 3.39 | 6.77 | |
| Golden Ratio Portfolio | Frank Vasquez | 1.68 | May 08 | 4.32 | 1.83 | 7.00 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | 1.67 | May 08 | 3.49 | 2.79 | 7.01 | |
| Global Market Portfolio | Credit Suisse | 1.63 | May 08 | 4.30 | 2.06 | 4.13 | |
| Stocks/Bonds 60/40 with Bitcoin | 1.63 | May 08 | 6.31 | 2.51 | 3.18 | ||
| Developed World ex-US Stocks Momentum | 1.63 | May 08 | 8.12 | 2.43 | 12.89 | ||
| Yale Endowment | David Swensen | 1.61 | May 08 | 6.71 | 3.94 | 7.32 | |
| No Brainer Portfolio | Bill Bernstein | 1.61 | May 08 | 7.18 | 4.22 | 9.25 | |
| Capricciosa Portfolio | Davide Pisicchio | 1.61 | May 08 | 5.55 | 2.31 | 4.67 | |
| Stocks/Bonds 60/40 | 1.61 | May 08 | 6.20 | 2.60 | 3.93 | ||
| Lazy Portfolio | David Swensen | 1.61 | May 08 | 6.77 | 3.97 | 7.08 | |
| Marc Faber Portfolio | Marc Faber | 1.58 | May 08 | 4.14 | 1.67 | 9.52 | |
| Stocks/Bonds 40/60 ESG | 1.58 | May 08 | 4.72 | 1.42 | 1.89 | ||
| Pinwheel | Tyler | 1.58 | May 08 | 5.66 | 3.07 | 9.52 | |
| Stocks/Bonds 20/80 Momentum | 1.56 | May 08 | 3.67 | 2.24 | 2.81 | ||
| Sheltered Sam 100/0 | Bill Bernstein | 1.54 | May 08 | 7.83 | 4.81 | 13.27 | |
| Four Square | Scott Burns | 1.52 | May 08 | 4.83 | 2.32 | 5.12 | |
| In Saecula Saeculorum | Fulvio Marchese | 1.51 | May 08 | 4.40 | 1.36 | 4.64 | |
| Four Seasons Portfolio | Davide Pisicchio | 1.51 | May 08 | 4.47 | 1.65 | 4.96 | |
| US Stocks Quality | 1.50 | May 08 | 8.05 | 2.60 | 6.13 | ||
| Simple and Cheap | Time Money Inc | 1.49 | May 08 | 5.55 | 2.86 | 5.72 | |
| Sandwich Portfolio | Bob Clyatt | 1.48 | May 08 | 5.24 | 2.86 | 6.27 | |
| Permanent Portfolio with Bitcoin | Harry Browne | 1.45 | May 08 | 2.14 | -0.13 | 4.50 | |
| Permanent Portfolio | Harry Browne | 1.45 | May 08 | 1.91 | -0.19 | 5.50 | |
| Developed World ex-US 40/60 | 1.41 | May 08 | 3.14 | 1.45 | 5.77 | ||
| Late Sixties and Beyond | Burton Malkiel | 1.41 | May 08 | 6.48 | 3.46 | 6.91 | |
| Sheltered Sam 90/10 | Bill Bernstein | 1.40 | May 08 | 7.11 | 4.40 | 12.06 | |
| Couch Potato | Scott Burns | 1.39 | May 08 | 5.64 | 2.66 | 3.67 | |
| Andrew Tobias Portfolio | Andrew Tobias | 1.37 | May 08 | 5.24 | 2.05 | 5.96 | |
| GAA Global Asset Allocation | Mebane Faber | 1.36 | May 08 | 4.10 | 3.41 | 7.12 | |
| Robo Advisor 50 Value Tilt | Betterment | 1.36 | May 08 | 4.68 | 2.36 | 5.81 | |
| Simplified Permanent Portfolio | The Lazy Team | 1.35 | May 08 | 1.98 | -0.27 | 5.71 | |
| Edge Select Moderately Conservative | Merrill Lynch | 1.35 | May 08 | 3.81 | 1.67 | 3.60 | |
| Weird Portfolio | Value Stock Geek | 1.34 | May 08 | 4.35 | 2.12 | 10.82 | |
| All Country World 40/60 | 1.31 | May 08 | 4.01 | 1.66 | 3.66 | ||
| Five Fold | Scott Burns | 1.28 | May 08 | 5.59 | 3.30 | 6.14 | |
| LifeStrategy Conservative Growth | Vanguard | 1.28 | May 08 | 3.79 | 1.67 | 3.80 | |
| Margherita Portfolio | Davide Pisicchio | 1.28 | May 08 | 3.45 | 1.22 | 4.39 | |
| JP Morgan Balanced Portfolio | JP Morgan | 1.28 | May 08 | 6.02 | 4.41 | 8.49 | |
| Aim comfortable trip | Aim Ways | 1.27 | May 08 | 3.09 | 1.06 | 7.36 | |
| Sheltered Sam 80/20 | Bill Bernstein | 1.27 | May 08 | 6.39 | 3.99 | 10.85 | |
| Tilt Toward Value | Time Money Inc | 1.25 | May 08 | 5.39 | 2.99 | 6.23 | |
| Golden Butterfly with Bitcoin | Tyler | 1.25 | May 08 | 3.61 | 1.22 | 6.80 | |
| Golden Butterfly | Tyler | 1.25 | May 08 | 3.38 | 1.16 | 7.83 | |
| Ideal Index | Frank Armstrong | 1.24 | May 08 | 5.89 | 3.88 | 9.55 | |
| Lifepath Fund | iShares | 1.23 | May 08 | 3.98 | 1.96 | 4.13 | |
| Stocks/Bonds 40/60 with Bitcoin | 1.22 | May 08 | 4.25 | 1.64 | 2.03 | ||
| Eliminate Fat Tails | Larry Swedroe | 1.21 | May 08 | 4.00 | 3.19 | 6.12 | |
| Coward's Portfolio | Bill Bernstein | 1.21 | May 08 | 5.48 | 3.50 | 8.06 | |
| Stocks/Bonds 40/60 | 1.20 | May 08 | 4.15 | 1.73 | 2.79 | ||
| PISI Portfolio | Davide Pisicchio | 1.19 | May 08 | 2.79 | 0.70 | 3.56 | |
| Ultimate Buy&Hold | FundAdvice | 1.19 | May 08 | 4.97 | 3.13 | 8.57 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | 1.15 | May 08 | 3.33 | 2.55 | 3.80 | |
| Sheltered Sam 70/30 | Bill Bernstein | 1.13 | May 08 | 5.67 | 3.57 | 9.64 | |
| Developed World ex-US 60/40 Momentum | 1.13 | May 08 | 4.97 | 1.33 | 7.67 | ||
| European Stocks | 1.13 | May 08 | 5.71 | 0.05 | 10.06 | ||
| All Weather Portfolio | Ray Dalio | 1.09 | May 08 | 3.20 | 2.83 | 5.06 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 1.06 | May 08 | 3.07 | 0.79 | 2.87 | |
| Desert Portfolio | Gyroscopic Investing | 1.06 | May 08 | 2.83 | 0.73 | 3.90 | |
| Talmud Portfolio | Roger Gibson | 1.04 | May 08 | 6.34 | 3.87 | 5.63 | |
| Nano Portfolio | John Wasik | 1.01 | May 08 | 5.08 | 2.83 | 5.73 | |
| Sheltered Sam 60/40 | Bill Bernstein | 1.00 | May 08 | 4.95 | 3.15 | 8.43 | |
| Dynamic 40/60 Income | The Lazy Team | 0.97 | May 08 | 3.71 | 1.21 | 2.95 | |
| Developed World ex-US 20/80 | 0.90 | May 08 | 1.69 | 0.53 | 2.62 | ||
| Developed World ex-US 40/60 Momentum | 0.89 | May 08 | 3.39 | 0.76 | 4.98 | ||
| All Country World 20/80 | 0.88 | May 08 | 2.26 | 0.80 | 1.99 | ||
| Coffeehouse | Bill Schultheis | 0.87 | May 08 | 5.25 | 3.52 | 7.82 | |
| Dynamic 60/40 Income | The Lazy Team | 0.87 | May 08 | 4.95 | 2.56 | 4.67 | |
| Big Rocks Portfolio | Larry Swedroe | 0.87 | May 08 | 5.05 | 3.36 | 8.50 | |
| Sheltered Sam 50/50 | Bill Bernstein | 0.86 | May 08 | 4.22 | 2.72 | 7.22 | |
| Simple Money Portfolio | Tim Maurer | 0.84 | May 08 | 4.31 | 2.55 | 8.44 | |
| LifeStrategy Income Fund | Vanguard | 0.83 | May 08 | 1.98 | 0.77 | 1.99 | |
| Larry Portfolio | Larry Swedroe | 0.81 | May 08 | 2.85 | 1.86 | 5.26 | |
| One-Decision Portfolio | Marvin Appel | 0.80 | May 08 | 4.85 | 3.18 | 5.54 | |
| Stocks/Bonds 20/80 | 0.79 | May 08 | 2.13 | 0.86 | 1.64 | ||
| Sheltered Sam 40/60 | Bill Bernstein | 0.73 | May 08 | 3.49 | 2.30 | 6.01 | |
| Five Asset | Roger Gibson | 0.69 | May 08 | 6.88 | 8.86 | 14.17 | |
| Edge Select Conservative | Merrill Lynch | 0.69 | May 08 | 2.03 | 1.14 | 2.89 | |
| Berkshire Hathaway | Warren Buffett | 0.68 | May 08 | -0.87 | -1.47 | -0.54 | |
| Rob Arnott Portfolio | Rob Arnott | 0.67 | May 08 | 3.66 | 4.36 | 6.64 | |
| Robo Advisor 20 Value Tilt | Betterment | 0.63 | May 08 | 2.03 | 1.09 | 3.00 | |
| High Yield Bonds Income | The Lazy Team | 0.60 | May 08 | 1.52 | 0.21 | 1.41 | |
| Sheltered Sam 30/70 | Bill Bernstein | 0.59 | May 08 | 2.76 | 1.86 | 4.79 | |
| Sheltered Sam 20/80 | Bill Bernstein | 0.46 | May 08 | 2.02 | 1.43 | 3.58 | |
| All Country World Bonds | 0.44 | May 08 | 0.53 | -0.07 | 0.30 | ||
| Total Bond Developed World ex-US | 0.39 | May 08 | 0.23 | -0.41 | -0.59 | ||
| Total Bond US | 0.38 | May 08 | 0.15 | -0.01 | 0.50 | ||
| Robo Advisor 10 Value Tilt | Betterment | 0.37 | May 08 | 1.11 | 0.66 | 2.08 | |
| US Inflation Protection | 0.35 | May 08 | 1.09 | 0.98 | 1.09 | ||
| Sheltered Sam 10/90 | Bill Bernstein | 0.33 | May 08 | 1.29 | 0.99 | 2.37 | |
| 10-year Treasury | 0.30 | May 08 | -0.15 | -0.06 | -0.07 | ||
| US Stocks Equal Weight | 0.30 | May 08 | 6.00 | 3.15 | 9.15 | ||
| Conservative Income | Charles Schwab | 0.29 | May 08 | 0.88 | 0.77 | 1.49 | |
| Ivy Portfolio | Mebane Faber | 0.29 | May 08 | 6.68 | 10.55 | 15.90 | |
| US Stocks Value | 0.26 | May 08 | 5.95 | 3.35 | 8.21 | ||
| Dimensional Retirement Income Fund | DFA | 0.24 | May 07 | 2.35 | 1.59 | 3.12 | |
| 7Twelve Portfolio | Craig Israelsen | 0.22 | May 08 | 5.79 | 9.11 | 14.02 | |
| Sheltered Sam 0/100 | Bill Bernstein | 0.19 | May 08 | 0.55 | 0.54 | 1.15 | |
| US Cash | 0.10 | May 08 | 0.29 | 0.85 | 1.78 | ||
| Robo Advisor 0 | Betterment | 0.09 | May 08 | 0.20 | 0.24 | 1.19 | |
| Short Term Treasury | 0.08 | May 08 | 0.19 | 0.25 | 1.20 | ||
| Seven Value | Scott Burns | -0.02 | May 08 | 4.05 | 5.65 | 11.44 | |
| Cape US Sector Value | Robert Shiller | -0.05 | May 08 | 5.50 | -1.21 | 3.92 | |
| Six Ways from Sunday | Scott Burns | -0.05 | May 08 | 3.82 | 5.92 | 11.27 | |
| Aggressive Global Income | The Lazy Team | -0.29 | May 08 | 4.48 | 4.52 | 12.05 | |
| US Stocks Minimum Volatility | -0.65 | May 08 | 2.05 | 0.04 | 2.41 | ||
| Cockroach Portfolio | Tony Dong | -0.76 | May 08 | 0.59 | 0.03 | 7.51 | |
