Assets and Lazy Portfolios Short Term Returns

Last Update - Jul 18 2024, 04:00PM 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).

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 Monthly Return (%)
Return (%) as of Jun 24
Ticker Asset Class Jul 24 Time(ET) 1M 3M 6M
IJR
US Small Cap 7.35 Jul 18, 04:00PM -2.37 -3.14 -0.81
VNQ
US REITs 6.20 Jul 18, 04:00PM 1.88 -1.94 -3.21
GLD
Gold 5.01 Jul 18, 04:00PM -0.13 4.52 12.47
FLLA
Latin America 3.00 Jul 18, 04:00PM -6.87 -12.94 -16.47
VPL
Pacific 2.55 Jul 18, 04:00PM 0.17 -2.16 3.67
TLT
US Long Term Treasuries 2.17 Jul 18, 04:00PM 1.82 -2.01 -5.63
EFA
EAFE Stocks 2.16 Jul 18, 04:00PM -1.83 -0.20 5.77
VTI
US Total Stock Market 1.96 Jul 18, 04:00PM 3.08 3.29 13.57
VGK
Europe 1.96 Jul 18, 04:00PM -2.95 0.67 5.71
VT
World All Countries 1.94 Jul 18, 04:00PM 1.59 2.45 10.46
LQD
US Invest. Grade Bonds 1.91 Jul 18, 04:00PM 0.60 -0.51 -1.37
HYG
US High Yield Bonds 1.70 Jul 18, 04:00PM 0.48 0.74 2.27
EMB
Emerg. Market Bonds 1.59 Jul 18, 04:00PM -0.23 -0.10 1.45
CWB
US Convertible Bonds 1.57 Jul 18, 04:00PM 0.73 -0.91 0.62
SPY
US Large Cap 1.55 Jul 18, 04:00PM 3.53 4.38 15.22
PFF
US Preferred Stocks 1.54 Jul 18, 04:00PM -0.12 -0.61 3.82
BND
US Total Bond Market 1.50 Jul 18, 04:00PM 0.88 0.11 -0.58
EEM
Emerging Markets 1.34 Jul 18, 04:00PM 2.62 4.39 6.65
BNDX
International Bonds 1.16 Jul 18, 04:00PM 0.63 -0.49 -0.51
TIP
US TIPS 1.15 Jul 18, 04:00PM 0.76 0.82 0.74
BIL
US Cash 0.28 Jul 18, 04:00PM 0.40 1.29 2.60
QQQ
US Technology 0.08 Jul 18, 04:00PM 6.47 8.08 17.33
DBC
Commodities -1.46 Jul 18, 04:00PM -0.17 1.13 5.40
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 Jul 24) 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 Jun 24
Portfolio Author Jul 24 Time(ET) 1M 3M 6M
Golden Butterfly 2x Leveraged 6.49 Jul 18, 04:00PM 1.18 0.73 5.97
Ark Tech Portfolio Cathie Wood 6.18 Jul 18, 04:00PM 1.50 -8.79 -11.56
Talmud Portfolio 2x Leveraged Roger Gibson 5.56 Jul 18, 04:00PM 4.40 0.23 4.06
Weird Portfolio Value Stock Geek 5.11 Jul 18, 04:00PM -0.51 -1.03 -0.04
Gold 5.01 Jul 18, 04:00PM -0.13 4.52 12.47
Simplified Permanent Portfolio 2x Leveraged 4.50 Jul 18, 04:00PM 2.63 2.93 9.13
Aggressive Global Income 4.30 Jul 18, 04:00PM -0.68 -1.08 2.09
Ultimate Buy and Hold Strategy Paul Merriman 4.29 Jul 18, 04:00PM -0.77 -0.42 3.39
All Weather Portfolio 2x Leveraged Ray Dalio 4.09 Jul 18, 04:00PM 3.22 -0.03 4.28
Sheltered Sam 100/0 Bill Bernstein 4.06 Jul 18, 04:00PM 0.23 0.07 5.65
Sheltered Sam 90/10 Bill Bernstein 3.74 Jul 18, 04:00PM 0.27 0.14 5.18
Marc Faber Portfolio Marc Faber 3.62 Jul 18, 04:00PM 1.09 1.49 4.79
Golden Butterfly Tyler 3.57 Jul 18, 04:00PM 0.55 0.48 3.34
US Stocks Value 3.53 Jul 18, 04:00PM -0.74 -2.09 5.52
Golden Butterfly with Bitcoin 3.50 Jul 18, 05:59PM 0.33 -0.01 4.05
Coffeehouse Bill Schultheis 3.50 Jul 18, 04:00PM 0.38 -0.47 1.84
Desert Portfolio 2x Leveraged Gyroscopic Investing 3.47 Jul 18, 04:00PM 3.48 2.14 6.83
Sheltered Sam 80/20 Bill Bernstein 3.42 Jul 18, 04:00PM 0.31 0.21 4.71
Talmud Portfolio Roger Gibson 3.22 Jul 18, 04:00PM 1.99 0.59 3.26
Simple Money Portfolio Tim Maurer 3.21 Jul 18, 04:00PM -0.65 -0.26 2.16
US Stocks Equal Weight 3.20 Jul 18, 04:00PM -0.51 -2.62 4.96
Pinwheel 3.20 Jul 18, 04:00PM 0.63 0.85 4.09
Sheltered Sam 70/30 Bill Bernstein 3.11 Jul 18, 04:00PM 0.35 0.28 4.24
Big Rocks Portfolio Larry Swedroe 3.09 Jul 18, 04:00PM -0.07 -0.05 2.62
Paul Boyer Portfolio Paul Boyer 3.06 Jul 18, 04:00PM 0.55 1.08 2.71
Cape US Sector Value Robert Shiller 3.05 Jul 18, 03:56PM 1.43 -0.74 4.76
Ultimate Buy&Hold FundAdvice 3.02 Jul 18, 04:00PM -0.15 0.02 2.24
Ideal Index Frank Armstrong 2.97 Jul 18, 04:00PM 0.01 0.01 3.32
No Brainer Portfolio Bill Bernstein 2.95 Jul 18, 04:00PM 0.39 0.80 5.29
Gone Fishin' Portfolio Alexander Green 2.89 Jul 18, 04:00PM 0.35 0.81 4.26
Family Taxable Portfolio Ted Aronson 2.88 Jul 18, 04:00PM 0.73 0.37 3.96
One-Decision Portfolio Marvin Appel 2.81 Jul 18, 04:00PM 1.10 0.38 2.43
US Stocks Minimum Volatility 2.80 Jul 18, 04:00PM 1.77 0.82 8.46
Sheltered Sam 60/40 Bill Bernstein 2.79 Jul 18, 04:00PM 0.39 0.36 3.77
Stocks/Bonds 40/60 2x Leveraged 2.78 Jul 18, 04:00PM 4.37 2.19 7.53
Stocks/Bonds 60/40 2x Leveraged 2.77 Jul 18, 04:00PM 5.18 3.86 14.19
Aim comfortable trip Aim Ways 2.68 Jul 18, 04:00PM 0.45 1.26 4.43
Seven Value Scott Burns 2.68 Jul 18, 04:00PM 0.63 -0.15 5.08
Robo Advisor 100 Betterment 2.66 Jul 18, 04:00PM 0.71 1.15 8.12
Coward's Portfolio Bill Bernstein 2.65 Jul 18, 04:00PM 0.53 0.36 3.70
Long Term Portfolio Ben Stein 2.63 Jul 18, 04:00PM 0.85 1.03 5.61
Yale Endowment David Swensen 2.62 Jul 18, 04:00PM 1.46 1.00 4.56
Nano Portfolio John Wasik 2.60 Jul 18, 04:00PM 0.95 0.47 3.26
Tilt Toward Value Time Inc 2.59 Jul 18, 04:00PM 1.10 0.51 3.89
Lazy Portfolio David Swensen 2.58 Jul 18, 04:00PM 1.62 1.20 4.70
Robo Advisor 90 Betterment 2.58 Jul 18, 04:00PM 0.75 0.97 7.06
Late Sixties and Beyond Burton Malkiel 2.56 Jul 18, 04:00PM 1.29 0.98 5.04
Simplified Permanent Portfolio 2.55 Jul 18, 04:00PM 1.34 1.96 5.77
Five Fold Scott Burns 2.53 Jul 18, 04:00PM 1.17 0.55 3.25
Six Ways from Sunday Scott Burns 2.52 Jul 18, 04:00PM 0.70 -0.03 4.46
Larry Portfolio Larry Swedroe 2.51 Jul 18, 04:00PM 0.22 -0.13 -0.20
Mid-Fifties Burton Malkiel 2.48 Jul 18, 04:00PM 1.41 1.35 6.15
Sheltered Sam 50/50 Bill Bernstein 2.47 Jul 18, 04:00PM 0.43 0.43 3.30
Gold Pivot Ptf Aim Ways 2.46 Jul 18, 04:00PM 1.37 2.92 7.66
Robo Advisor 80 Betterment 2.44 Jul 18, 04:00PM 0.73 0.86 6.22
Developed World ex-US Stocks 2.43 Jul 18, 04:00PM -1.65 -0.58 4.74
Dynamic 60/40 Income 2.42 Jul 18, 04:00PM 1.19 0.51 3.51
Permanent Portfolio Harry Browne 2.35 Jul 18, 04:00PM 1.28 1.89 5.75
Sandwich Portfolio Bob Clyatt 2.35 Jul 18, 04:00PM 0.90 1.05 3.70
Late Thirties to Early Forties Burton Malkiel 2.34 Jul 18, 04:00PM 1.51 1.67 7.05
Jane Bryant Quinn Portfolio Jane Bryant Quinn 2.31 Jul 18, 04:00PM 1.37 1.18 6.01
Mid-Twenties Burton Malkiel 2.30 Jul 18, 04:00PM 1.55 1.80 7.30
Permanent Portfolio with Bitcoin Harry Browne 2.28 Jul 18, 05:59PM 1.05 1.39 6.47
Core Four Rick Ferri 2.27 Jul 18, 04:00PM 1.70 1.70 7.50
Gretchen Tai Portfolio Gretchen Tai 2.23 Jul 18, 04:00PM 0.89 1.08 5.21
Simple and Cheap Time Inc 2.22 Jul 18, 04:00PM 1.35 1.00 4.66
Developed World ex-US 80/20 2.17 Jul 18, 04:00PM -1.22 -0.56 3.69
Sheltered Sam 40/60 Bill Bernstein 2.16 Jul 18, 04:00PM 0.47 0.51 2.83
Odd-Stats Strategy Aim Ways 2.15 Jul 18, 04:00PM 2.32 2.13 5.60
Shield Strategy Aim Ways 2.10 Jul 18, 04:00PM 2.17 3.23 8.56
PISI Portfolio Davide Pisicchio 2.09 Jul 18, 04:00PM 1.61 1.39 4.44
Ivy Portfolio Mebane Faber 2.08 Jul 18, 04:00PM 1.24 0.59 5.17
In Saecula Saeculorum Fulvio Marchese 2.07 Jul 18, 04:00PM 1.80 1.99 6.96
Five Asset Roger Gibson 2.06 Jul 18, 04:00PM 1.00 0.70 4.17
Second Grader's Starter Paul Farrell 1.99 Jul 18, 04:00PM 1.80 2.26 9.78
GAA Global Asset Allocation Mebane Faber 1.98 Jul 18, 04:00PM 1.17 0.75 3.59
Robo Advisor 50 Betterment 1.98 Jul 18, 04:00PM 0.63 0.60 4.02
Global Market Portfolio Credit Suisse 1.97 Jul 18, 04:00PM 1.40 0.74 2.85
US Stocks 1.96 Jul 18, 04:00PM 3.08 3.29 13.57
European Stocks 1.96 Jul 18, 04:00PM -2.95 0.67 5.71
Dedalo Three Dedalo Invest 1.96 Jul 18, 04:00PM 2.64 3.04 12.64
All Country World Stocks 1.94 Jul 18, 04:00PM 1.59 2.45 10.46
Three Funds Bogleheads 1.94 Jul 18, 04:00PM 1.58 1.95 8.36
LifeStrategy Growth Fund Vanguard 1.93 Jul 18, 04:00PM 1.49 1.86 8.21
Developed World ex-US 60/40 1.92 Jul 18, 04:00PM -0.78 -0.54 2.64
Four Funds Bogleheads 1.91 Jul 18, 04:00PM 1.57 2.01 8.50
All Weather Portfolio Ray Dalio 1.91 Jul 18, 04:00PM 1.78 0.82 3.13
All Weather Portfolio with Bitcoin Ray Dalio 1.90 Jul 18, 05:59PM 1.55 0.36 3.92
7Twelve Portfolio Craig Israelsen 1.89 Jul 18, 04:00PM 0.71 0.39 4.29
Dedalo Eleven Dedalo Invest 1.88 Jul 18, 04:00PM 2.05 2.49 8.66
Edge Select Aggressive Merrill Lynch 1.88 Jul 18, 04:00PM 2.20 2.88 9.34
Stocks/Bonds 80/20 1.87 Jul 18, 04:00PM 2.68 2.71 10.74
High Yield Bonds Income 1.87 Jul 18, 04:00PM 0.26 -0.09 0.71
Simple Path to Wealth JL Collins 1.85 Jul 18, 04:00PM 2.57 2.56 10.03
Lifepath Fund iShares 1.84 Jul 18, 04:00PM 1.21 1.15 3.85
Sheltered Sam 30/70 Bill Bernstein 1.84 Jul 18, 04:00PM 0.51 0.59 2.36
All Country World 80/20 1.83 Jul 18, 04:00PM 1.41 1.96 8.32
Desert Portfolio Gyroscopic Investing 1.83 Jul 18, 04:00PM 1.51 1.81 5.22
Robust Alpha Architect 1.83 Jul 18, 04:00PM 1.31 0.87 8.80
Eliminate Fat Tails Larry Swedroe 1.80 Jul 18, 04:00PM 0.45 0.93 2.05
Dedalo Four Dedalo Invest 1.80 Jul 18, 04:00PM 2.25 2.38 9.98
LifeStrategy Moderate Growth Vanguard 1.79 Jul 18, 04:00PM 1.33 1.40 6.02
Rob Arnott Portfolio Rob Arnott 1.79 Jul 18, 04:00PM 0.99 0.19 1.44
Stocks/Bonds 60/40 1.78 Jul 18, 04:00PM 2.26 2.10 7.91
Stocks/Bonds 60/40 with Bitcoin 1.78 Jul 18, 05:59PM 1.98 1.65 8.74
Margaritaville Scott Burns 1.77 Jul 18, 04:00PM 1.14 1.68 6.73
Edge Select Moderate Merrill Lynch 1.77 Jul 18, 04:00PM 1.75 1.94 5.81
Edge Select Moderately Aggressive Merrill Lynch 1.76 Jul 18, 04:00PM 2.06 2.54 7.85
Desert Portfolio with Bitcoin Gyroscopic Investing 1.76 Jul 18, 05:59PM 1.28 1.30 5.94
Perfect Portfolio Ben Stein 1.75 Jul 18, 04:00PM 1.43 2.05 8.31
All Country World 60/40 1.73 Jul 18, 04:00PM 1.22 1.46 6.18
Ulcer Free Strategy Aim Ways 1.69 Jul 18, 04:00PM 1.40 1.17 2.91
Stocks/Bonds 40/60 1.69 Jul 18, 04:00PM 1.82 1.46 5.08
Stocks/Bonds 40/60 with Bitcoin 1.68 Jul 18, 05:59PM 1.54 1.02 5.91
Developed World ex-US 40/60 1.67 Jul 18, 04:00PM -0.32 -0.53 1.59
LifeStrategy Conservative Growth Vanguard 1.66 Jul 18, 04:00PM 1.16 0.93 3.83
Edge Select Moderately Conservative Merrill Lynch 1.62 Jul 18, 04:00PM 1.54 1.45 4.12
10-year Treasury 1.62 Jul 18, 04:00PM 1.22 -0.19 -1.48
Four Square Scott Burns 1.62 Jul 18, 04:00PM 1.00 1.14 4.86
All Country World 40/60 1.62 Jul 18, 04:00PM 1.03 0.95 4.03
Andrew Tobias Portfolio Andrew Tobias 1.61 Jul 18, 04:00PM 0.62 1.34 6.81
Stocks/Bonds 20/80 1.60 Jul 18, 04:00PM 1.36 0.80 2.25
Couch Potato Scott Burns 1.56 Jul 18, 04:00PM 1.98 2.11 7.15
US Stocks ESG 1.55 Jul 18, 04:00PM 4.12 4.00 14.22
LifeStrategy Income Fund Vanguard 1.53 Jul 18, 04:00PM 0.99 0.43 1.63
Sheltered Sam 20/80 Bill Bernstein 1.52 Jul 18, 04:00PM 0.55 0.66 1.89
All Country World 20/80 1.51 Jul 18, 04:00PM 0.83 0.41 1.89
Total Bond US 1.50 Jul 18, 04:00PM 0.88 0.11 -0.58
Dynamic 40/60 Income 1.50 Jul 18, 04:00PM 0.79 0.86 4.44
Stocks/Bonds 60/40 ESG 1.50 Jul 18, 04:00PM 3.01 2.58 8.31
Stocks/Bonds 40/60 ESG 1.47 Jul 18, 04:00PM 2.42 1.83 5.36
Warren Buffett Portfolio Warren Buffett 1.44 Jul 18, 04:00PM 3.42 4.14 13.80
Dimensional Retirement Income Fund DFA 1.44 Jul 17 -0.11 0.50 2.67
Edge Select Conservative Merrill Lynch 1.42 Jul 18, 04:00PM 0.88 0.77 2.44
Developed World ex-US 20/80 1.41 Jul 18, 04:00PM 0.15 -0.51 0.54
All Country World Bonds 1.40 Jul 18, 04:00PM 0.62 -0.14 -0.25
Developed World ex-US Stocks Momentum 1.40 Jul 18, 04:00PM -0.64 -0.08 14.32
Conservative Income Charles Schwab 1.37 Jul 18, 04:00PM 0.74 0.45 0.52
Emerging Markets Stocks 1.34 Jul 18, 04:00PM 2.62 4.39 6.65
Developed World ex-US 60/40 Momentum 1.30 Jul 18, 04:00PM -0.17 -0.23 8.39
Robo Advisor 20 Betterment 1.28 Jul 18, 04:00PM 0.58 0.68 2.16
Developed World ex-US 40/60 Momentum 1.25 Jul 18, 04:00PM 0.08 -0.31 5.42
Sheltered Sam 10/90 Bill Bernstein 1.21 Jul 18, 04:00PM 0.59 0.74 1.42
Total Bond Developed World ex-US 1.16 Jul 18, 04:00PM 0.63 -0.49 -0.51
US Inflation Protection 1.15 Jul 18, 04:00PM 0.76 0.82 0.74
Robo Advisor 10 Betterment 1.01 Jul 18, 04:00PM 0.58 0.76 1.61
Stocks/Bonds 20/80 Momentum 0.95 Jul 18, 04:00PM 1.73 1.03 4.42
Sheltered Sam 0/100 Bill Bernstein 0.89 Jul 18, 04:00PM 0.63 0.82 0.95
US Stocks Quality 0.77 Jul 18, 04:00PM 3.24 4.11 16.56
Robo Advisor 0 Betterment 0.75 Jul 18, 04:00PM 0.57 0.83 1.06
Short Term Treasury 0.71 Jul 18, 04:00PM 0.54 0.82 1.09
Stocks/Bonds 40/60 Momentum 0.39 Jul 18, 04:00PM 2.51 1.89 9.43
US Cash 0.28 Jul 18, 04:00PM 0.40 1.29 2.60
Technology 0.08 Jul 18, 04:00PM 6.47 8.08 17.33
Stocks/Bonds 60/40 Momentum -0.17 Jul 18, 04:00PM 3.24 2.69 14.43
Stocks/Bonds 80/20 Momentum -0.73 Jul 18, 04:00PM 3.91 3.43 19.44
US Stocks Momentum -1.29 Jul 18, 04:00PM 4.54 4.12 24.44