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
DBC
Commodities 10.47 -5.31 20.55
QQQ
US Technology -6.57 3.15 10.89
VTI
US Total Stock Market -0.49 4.26 8.77
EEM
Emerging Markets -6.31 0.68 9.01
VT
World All Countries -0.69 3.45 7.80
SPY
US Large Cap Blend 0.03 4.22 8.53
CWB
US Convertible Bonds -5.46 1.16 9.82
EFA
EAFE Stocks 1.64 4.82 6.46
IJR
US Small Cap Blend -1.92 6.42 15.04
TLT
US Long Term Treasuries -4.47 -2.84 -3.46
EMB
Emerg. Market Bonds -1.44 0.07 0.59
PFF
US Preferred Stocks 0.40 -1.80 -1.44
BND
US Total Bond Market -1.28 -0.74 -0.75
HYG
US High Yield Bonds -0.15 0.37 0.92
LQD
US Invest. Grade Bonds -2.24 -1.29 -1.73
TIP
US TIPS -0.68 -0.95 0.02
BNDX
International Bonds -1.14 0.12 -0.29
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 15.12 Aug 19 -9.69 2.94 3.86
Gold 11.39 Aug 19 0.86 -12.30 -16.50
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 8.21 Aug 19 -1.74 -6.43 -9.06
Golden Butterfly 2x Leveraged Tyler 7.18 Aug 19 -2.52 -2.36 -1.60
All Weather Portfolio 2x Leveraged Ray Dalio 5.85 Aug 19 -1.87 -3.06 -0.36
Desert Portfolio 2x Leveraged Gyroscopic Investing 5.16 Aug 19 -2.12 -2.48 -2.90
Gold Pivot Ptf Aim Ways 4.89 Aug 19 -1.25 -3.47 -4.08
Cockroach Portfolio Tony Dong 4.26 Aug 19 0.42 -1.27 -1.24
Stocks/Bonds 60/40 2x Leveraged 4.16 Aug 19 -1.60 2.86 6.29
Technology 4.08 Aug 19 -6.57 3.15 10.89
Simplified Permanent Portfolio The Lazy Team 4.05 Aug 19 -0.63 -2.66 -2.91
Permanent Portfolio Harry Browne 4.03 Aug 19 -0.97 -2.55 -2.73
Permanent Portfolio with Bitcoin Harry Browne 4.02 Aug 19, 08:00PM -0.89 -2.60 -2.73
Shield Strategy Aim Ways 3.97 Aug 19 -1.53 -1.28 -0.40
Paul Boyer Portfolio Paul Boyer 3.88 Aug 19 -2.08 -2.75 -2.06
Marc Faber Portfolio Marc Faber 3.74 Aug 19 0.18 -1.48 0.16
Golden Butterfly Tyler 3.66 Aug 19 -0.90 -0.91 0.24
Golden Butterfly with Bitcoin Tyler 3.65 Aug 19, 08:00PM -0.83 -0.96 0.25
US Stocks Minimum Volatility 3.43 Aug 19 1.52 3.80 3.84
Weird Portfolio Value Stock Geek 3.40 Aug 19 0.13 -0.69 1.41
Stocks/Bonds 40/60 2x Leveraged 3.38 Aug 19 -2.17 0.86 2.65
US Stocks Equal Weight 3.28 Aug 19 1.05 6.10 9.43
Golden Ratio Portfolio Frank Vasquez 3.28 Aug 19 -1.22 -0.68 1.14
US Stocks 3.20 Aug 19 -0.49 4.26 8.77
Dedalo Three Dedalo Invest 3.17 Aug 19 -0.55 4.02 8.47
Diavola Portfolio Davide Pisicchio 3.15 Aug 19 -2.10 3.55 8.41
Emerging Markets Stocks 3.15 Aug 19 -6.31 0.68 9.01
Developed World ex-US Stocks 3.13 Aug 19 -0.88 3.19 7.42
All Country World Stocks 3.11 Aug 19 -0.69 3.45 7.80
US Stocks ESG 3.07 Aug 19 -0.17 5.19 9.06
In Saecula Saeculorum Fulvio Marchese 2.89 Aug 19 -0.74 0.31 1.67
US Stocks Value 2.87 Aug 19 1.94 4.08 7.56
Developed World ex-US Stocks Momentum 2.86 Aug 19 -2.19 1.61 4.07
All Weather Portfolio with Bitcoin Ray Dalio 2.83 Aug 19, 08:00PM -1.05 -1.44 1.07
Aim comfortable trip Aim Ways 2.80 Aug 19 -0.23 0.29 1.36
Warren Buffett Portfolio Warren Buffett 2.79 Aug 19 -0.07 3.93 7.75
Four Seasons Portfolio Davide Pisicchio 2.78 Aug 19 -0.74 0.27 1.93
Robo Advisor 90 Value Tilt Betterment 2.77 Aug 19 -1.15 3.43 8.27
All Weather Portfolio Ray Dalio 2.77 Aug 19 -1.01 -1.33 1.46
Second Grader's Starter Paul Farrell 2.76 Aug 19 -0.75 3.36 7.37
Odd-Stats Strategy Aim Ways 2.72 Aug 19 -1.59 0.20 1.95
Stocks/Bonds 80/20 2.72 Aug 19 -0.64 3.30 6.88
Robo Advisor 100 Value Tilt Betterment 2.69 Aug 19 -0.46 4.27 8.91
Aggressive Portfolio Lyn Alden 2.67 Aug 19 -0.64 2.54 6.26
Sheltered Sam 100/0 Bill Bernstein 2.64 Aug 19 0.11 4.51 9.54
All Country World 80/20 2.61 Aug 19 -0.80 2.74 6.19
Simple Path to Wealth JL Collins 2.60 Aug 19 -0.68 3.06 6.41
Moderate Portfolio Lyn Alden 2.58 Aug 19 -0.94 2.08 5.40
PISI Portfolio Davide Pisicchio 2.58 Aug 19 -0.98 -0.65 0.04
Dedalo Four Dedalo Invest 2.57 Aug 19 -0.66 3.27 6.73
Edge Select Aggressive Merrill Lynch 2.56 Aug 19 -1.27 3.06 7.22
Dedalo Eleven Dedalo Invest 2.56 Aug 19 -1.10 2.95 6.80
Developed World ex-US 80/20 2.54 Aug 19 -0.93 2.62 5.94
Perfect Portfolio Ben Stein 2.53 Aug 19 -0.44 2.74 7.63
Robo Advisor 80 Value Tilt Betterment 2.53 Aug 19 -1.19 3.02 7.33
Three Funds Bogleheads 2.53 Aug 19 -0.82 2.88 6.44
Margherita Portfolio Davide Pisicchio 2.52 Aug 19 -0.75 -0.22 0.99
Four Funds Bogleheads 2.51 Aug 19 -0.77 2.86 6.51
Capricciosa Portfolio Davide Pisicchio 2.50 Aug 19 -0.79 1.38 3.72
Pinwheel Tyler 2.48 Aug 19 -0.18 1.36 4.46
LifeStrategy Growth Fund Vanguard 2.48 Aug 19 -0.82 2.90 6.43
Gone Fishin' Portfolio Alexander Green 2.47 Aug 19 -1.59 1.71 5.48
Conservative Portfolio Lyn Alden 2.46 Aug 19 -0.13 1.63 4.40
Desert Portfolio Gyroscopic Investing 2.43 Aug 19 -0.39 -0.29 0.44
Desert Portfolio with Bitcoin Gyroscopic Investing 2.43 Aug 19, 08:00PM -0.31 -0.34 0.45
Stocks/Bonds 60/40 with Bitcoin 2.42 Aug 19, 08:00PM -0.69 2.00 4.56
Sheltered Sam 90/10 Bill Bernstein 2.42 Aug 19 0.08 4.08 8.66
Ulcer Free Strategy Aim Ways 2.41 Aug 19 -2.43 -1.24 0.09
Seven Value Scott Burns 2.31 Aug 19 1.92 2.48 8.27
Pepperoni Portfolio Davide Pisicchio 2.30 Aug 19 -1.43 2.39 5.83
US Stocks Quality 2.29 Aug 19 -0.05 6.01 8.77
Core Four Rick Ferri 2.28 Aug 19 -0.53 2.92 6.71
Family Taxable Portfolio Ted Aronson 2.28 Aug 19 -2.50 2.39 7.29
Edge Select Moderately Aggressive Merrill Lynch 2.25 Aug 19 -1.22 2.40 5.74
Talmud Portfolio 2x Leveraged Roger Gibson 2.24 Aug 19 0.21 2.07 8.82
Stocks/Bonds 60/40 2.24 Aug 19 -0.79 2.33 4.99
GAA Global Asset Allocation Mebane Faber 2.23 Aug 19 -0.78 -0.28 3.12
Mid-Twenties Burton Malkiel 2.23 Aug 19 -0.92 3.14 7.49
Sheltered Sam 80/20 Bill Bernstein 2.21 Aug 19 0.06 3.63 7.76
Gretchen Tai Portfolio Gretchen Tai 2.19 Aug 19 -1.35 2.25 6.09
Ultimate Buy and Hold Strategy Paul Merriman 2.18 Aug 19 0.30 4.07 9.29
Late Thirties to Early Forties Burton Malkiel 2.17 Aug 19 -0.84 3.11 7.30
Six Ways from Sunday Scott Burns 2.16 Aug 19 2.10 1.75 7.77
Stocks/Bonds 60/40 ESG 2.15 Aug 19 -0.62 2.83 5.06
Margaritaville Scott Burns 2.13 Aug 19 -0.75 2.13 5.42
All Country World 60/40 2.11 Aug 19 -0.90 2.01 4.58
US Stocks Momentum 2.10 Aug 19 -12.61 5.61 17.31
Jane Bryant Quinn Portfolio Jane Bryant Quinn 2.10 Aug 19 -0.42 2.52 5.99
Five Asset Roger Gibson 2.09 Aug 19 2.22 0.67 9.59
Ivy Portfolio Mebane Faber 2.02 Aug 19 2.63 0.13 10.69
LifeStrategy Moderate Growth Vanguard 2.01 Aug 19 -0.92 2.09 4.70
Sheltered Sam 70/30 Bill Bernstein 1.99 Aug 19 0.03 3.18 6.86
Mid-Fifties Burton Malkiel 1.98 Aug 19 -0.69 2.96 6.92
Developed World ex-US 60/40 1.95 Aug 19 -0.98 2.03 4.43
Stocks/Bonds 40/60 with Bitcoin 1.95 Aug 19, 08:00PM -0.84 0.99 2.65
No Brainer Portfolio Bill Bernstein 1.92 Aug 19 -0.79 3.56 7.93
Couch Potato Scott Burns 1.91 Aug 19 -0.59 1.71 4.42
Edge Select Moderate Merrill Lynch 1.88 Aug 19 -1.22 1.74 4.30
Long Term Portfolio Ben Stein 1.87 Aug 19 -0.27 3.43 7.63
Andrew Tobias Portfolio Andrew Tobias 1.85 Aug 19 0.44 3.18 5.30
Stocks/Bonds 80/20 Momentum 1.84 Aug 19 -10.86 4.47 13.76
7Twelve Portfolio Craig Israelsen 1.82 Aug 19 1.75 0.45 9.60
JP Morgan Balanced Portfolio JP Morgan 1.81 Aug 19 0.09 2.21 6.71
European Stocks 1.81 Aug 19 2.32 5.38 5.43
Developed World ex-US 60/40 Momentum 1.79 Aug 19 -1.80 1.04 2.38
Sheltered Sam 60/40 Bill Bernstein 1.77 Aug 19 0.00 2.72 5.96
Stocks/Bonds 40/60 1.76 Aug 19 -0.95 1.33 3.08
Robust Alpha Architect 1.74 Aug 19 -2.35 2.57 11.73
Cape US Sector Value Robert Shiller 1.71 Aug 19 1.40 1.30 0.07
Simple and Cheap Time Money Inc 1.70 Aug 19 -0.58 2.07 4.99
Yale Endowment David Swensen 1.70 Aug 19 -0.29 2.34 6.38
Stocks/Bonds 40/60 ESG 1.69 Aug 19 -0.86 1.62 3.06
Tilt Toward Value Time Money Inc 1.67 Aug 19 -0.47 2.36 5.42
Late Sixties and Beyond Burton Malkiel 1.67 Aug 19 -0.39 2.75 6.31
Coward's Portfolio Bill Bernstein 1.66 Aug 19 -0.47 2.98 6.58
Four Square Scott Burns 1.64 Aug 19 -0.85 1.63 3.99
Robo Advisor 50 Value Tilt Betterment 1.64 Aug 19 -0.91 2.01 4.42
Ideal Index Frank Armstrong 1.63 Aug 19 -0.30 3.22 7.23
Lazy Portfolio David Swensen 1.61 Aug 19 -0.32 2.29 6.35
All Country World 40/60 1.61 Aug 19 -1.02 1.25 2.94
Stocks/Bonds 60/40 Momentum 1.58 Aug 19 -8.89 3.26 10.17
Sandwich Portfolio Bob Clyatt 1.57 Aug 19 -0.56 1.84 4.75
Lifepath Fund iShares 1.56 Aug 19 -0.94 1.25 3.24
Sheltered Sam 50/50 Bill Bernstein 1.56 Aug 19 -0.03 2.25 5.04
LifeStrategy Conservative Growth Vanguard 1.55 Aug 19 -1.02 1.26 2.95
Coffeehouse Bill Schultheis 1.54 Aug 19 -0.50 2.81 6.44
Ultimate Buy&Hold FundAdvice 1.53 Aug 19 0.10 2.37 5.58
Edge Select Moderately Conservative Merrill Lynch 1.52 Aug 19 -1.14 1.08 2.77
Global Market Portfolio Credit Suisse 1.52 Aug 19 -1.69 0.86 2.94
Simple Money Portfolio Tim Maurer 1.48 Aug 19 0.83 2.97 5.60
Big Rocks Portfolio Larry Swedroe 1.40 Aug 19 0.28 3.15 6.62
Developed World ex-US 40/60 1.36 Aug 19 -1.03 1.42 2.89
Rob Arnott Portfolio Rob Arnott 1.35 Aug 19 0.19 -0.17 4.18
Sheltered Sam 40/60 Bill Bernstein 1.34 Aug 19 -0.06 1.78 4.12
Stocks/Bonds 40/60 Momentum 1.32 Aug 19 -6.67 1.99 6.56
Stocks/Bonds 20/80 1.29 Aug 19 -1.11 0.31 1.17
Developed World ex-US 40/60 Momentum 1.25 Aug 19 -1.59 0.74 1.51
Nano Portfolio John Wasik 1.25 Aug 19 0.41 2.28 5.17
Five Fold Scott Burns 1.24 Aug 19 -0.13 2.05 5.42
Dynamic 40/60 Income The Lazy Team 1.23 Aug 19 -0.31 0.67 1.88
Talmud Portfolio Roger Gibson 1.22 Aug 19 0.33 2.45 6.42
Larry Portfolio Larry Swedroe 1.13 Aug 19 -0.79 0.70 2.57
Sheltered Sam 30/70 Bill Bernstein 1.13 Aug 19 -0.09 1.30 3.18
All Country World 20/80 1.11 Aug 19 -1.13 0.48 1.28
LifeStrategy Income Fund Vanguard 1.09 Aug 19 -1.13 0.40 1.18
Stocks/Bonds 20/80 Momentum 1.07 Aug 19 -4.16 0.66 2.92
Aggressive Global Income The Lazy Team 1.02 Aug 19 1.93 3.58 8.26
Eliminate Fat Tails Larry Swedroe 1.01 Aug 19 -1.54 1.15 4.37
Edge Select Conservative Merrill Lynch 1.00 Aug 19 -0.67 0.94 2.09
Dynamic 60/40 Income The Lazy Team 0.98 Aug 19 0.53 1.41 4.00
Dimensional Retirement Income Fund DFA 0.96 Aug 19 -0.33 0.41 2.10
One-Decision Portfolio Marvin Appel 0.92 Aug 19 0.16 2.24 5.49
Sheltered Sam 20/80 Bill Bernstein 0.91 Aug 19 -0.12 0.80 2.24
Robo Advisor 20 Value Tilt Betterment 0.90 Aug 19 -0.41 0.94 2.03
High Yield Bonds Income The Lazy Team 0.90 Aug 19 -1.43 -0.33 -0.12
Total Bond US 0.81 Aug 19 -1.28 -0.74 -0.75
10-year Treasury 0.81 Aug 19 -1.39 -1.16 -1.22
Developed World ex-US 20/80 0.78 Aug 19 -1.08 0.78 1.32
Sheltered Sam 10/90 Bill Bernstein 0.69 Aug 19 -0.15 0.30 1.30
Robo Advisor 10 Value Tilt Betterment 0.65 Aug 19 -0.17 0.59 1.26
US Inflation Protection 0.62 Aug 19 -0.68 -0.95 0.02
All Country World Bonds 0.61 Aug 19 -1.25 -0.32 -0.39
Conservative Income Charles Schwab 0.53 Aug 19 -0.47 0.00 0.77
Sheltered Sam 0/100 Bill Bernstein 0.48 Aug 19 -0.18 -0.20 0.34
Robo Advisor 0 Betterment 0.40 Aug 19 0.11 0.25 0.50
Short Term Treasury 0.38 Aug 19 0.16 0.30 0.55
Total Bond Developed World ex-US 0.19 Aug 19 -1.14 0.12 -0.29
US Cash 0.18 Aug 19 0.34 0.93 1.78
Berkshire Hathaway Warren Buffett -2.14 Aug 19 2.37 7.68 6.10