Last Update - May 14 2025 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 25
|
|||||
|---|---|---|---|---|---|---|
| Ticker | Asset Class | May 25▾ | Time(ET) | 1M | 3M | 6M |
|
QQQ
|
US Technology | 9.09 | May 14 | 1.40 | -8.83 | -1.43 |
|
IJR
|
US Small Cap | 6.78 | May 14 | -4.25 | -15.20 | -11.02 |
|
VTI
|
US Total Stock Market | 6.08 | May 14 | -0.74 | -8.31 | -2.27 |
|
SPY
|
US Large Cap | 5.96 | May 14 | -0.87 | -7.58 | -1.86 |
|
EEM
|
Emerging Markets | 5.83 | May 14 | 0.14 | 2.43 | 0.11 |
|
VT
|
World All Countries | 4.91 | May 14 | 0.56 | -3.38 | 0.65 |
|
DBC
|
Commodities | 4.42 | May 14 | -8.58 | -6.37 | -4.08 |
|
FLLA
|
Latin America | 4.38 | May 14 | 5.87 | 11.31 | 9.39 |
|
CWB
|
US Convertible Bonds | 4.04 | May 14 | 1.32 | -2.99 | 2.10 |
|
VGK
|
Europe | 2.02 | May 14 | 3.85 | 8.45 | 10.21 |
|
EFA
|
EAFE Stocks | 1.59 | May 14 | 3.70 | 6.95 | 8.44 |
|
VPL
|
Pacific | 1.31 | May 14 | 4.24 | 4.56 | 4.27 |
|
HYG
|
US High Yield Bonds | 1.25 | May 14 | 0.12 | -0.01 | 2.21 |
|
PFF
|
US Preferred Stocks | 0.95 | May 14 | -1.24 | -3.54 | -5.10 |
|
EMB
|
Emerg. Market Bonds | 0.47 | May 14 | -0.26 | 0.70 | 1.95 |
|
BIL
|
US Cash | 0.16 | May 14 | 0.34 | 0.99 | 2.13 |
|
VNQ
|
US REITs | -0.84 | May 14 | -2.44 | -1.45 | -4.30 |
|
BNDX
|
International Bonds | -1.23 | May 14 | 1.72 | 1.40 | 2.55 |
|
LQD
|
US Invest. Grade Bonds | -1.31 | May 14 | -0.27 | 1.62 | 1.26 |
|
TIP
|
US TIPS | -1.46 | May 14 | 0.13 | 2.98 | 3.11 |
|
BND
|
US Total Bond Market | -1.67 | May 14 | 0.40 | 2.57 | 2.54 |
|
GLD
|
Gold | -3.49 | May 14 | 5.42 | 17.49 | 19.83 |
|
TLT
|
US Long Term Treasuries | -4.29 | May 14 | -1.36 | 3.00 | -1.17 |
| 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 25) 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 25
|
||||||
|---|---|---|---|---|---|---|---|
| Portfolio | Author | May 25▾ | Time(ET) | 1M | 3M | 6M | |
| Ark Tech Portfolio | Cathie Wood | 9.65 | May 14 | 6.77 | -16.64 | 11.19 | |
| Technology | 9.09 | May 14 | 1.40 | -8.83 | -1.43 | ||
| US Stocks Momentum | 9.00 | May 14 | 3.71 | -4.34 | 3.93 | ||
| Stocks/Bonds 80/20 Momentum | 6.87 | May 14 | 3.02 | -3.01 | 3.77 | ||
| US Stocks ESG | 6.74 | May 14 | -0.45 | -9.40 | -2.72 | ||
| Diavola Portfolio | Davide Pisicchio | 6.09 | May 14 | -0.02 | -7.33 | -1.38 | |
| US Stocks | 6.08 | May 14 | -0.74 | -8.31 | -2.27 | ||
| Emerging Markets Stocks | 5.83 | May 14 | 0.14 | 2.43 | 0.11 | ||
| Dedalo Three | Dedalo Invest | 5.73 | May 14 | -0.34 | -6.83 | -1.35 | |
| Warren Buffett Portfolio | Warren Buffett | 5.42 | May 14 | -0.52 | -6.82 | -1.07 | |
| All Country World Stocks | 4.91 | May 14 | 0.56 | -3.38 | 0.65 | ||
| Stocks/Bonds 60/40 Momentum | 4.73 | May 14 | 2.34 | -1.66 | 3.57 | ||
| Stocks/Bonds 60/40 2x Leveraged | 4.72 | May 14 | -1.47 | -7.92 | -2.66 | ||
| Stocks/Bonds 80/20 | 4.53 | May 14 | -0.49 | -6.18 | -1.15 | ||
| US Stocks Equal Weight | 4.43 | May 14 | -2.36 | -6.23 | -3.26 | ||
| Edge Select Aggressive | Merrill Lynch | 4.35 | May 14 | 0.31 | -2.95 | 0.74 | |
| US Stocks Quality | 4.34 | May 14 | -0.89 | -7.42 | -3.49 | ||
| Dedalo Four | Dedalo Invest | 4.33 | May 14 | 0.10 | -5.17 | -0.48 | |
| Second Grader's Starter | Paul Farrell | 4.32 | May 14 | 0.51 | -3.14 | 0.93 | |
| Robo Advisor 100 Value Tilt | Betterment | 4.22 | May 14 | -0.03 | -2.53 | 0.49 | |
| Simple Path to Wealth | JL Collins | 4.14 | May 14 | -0.44 | -5.64 | -0.89 | |
| Dedalo Eleven | Dedalo Invest | 3.87 | May 14 | 0.45 | -2.85 | 0.68 | |
| Robo Advisor 90 Value Tilt | Betterment | 3.75 | May 14 | 0.11 | -2.20 | 0.50 | |
| No Brainer Portfolio | Bill Bernstein | 3.74 | May 14 | -0.19 | -3.94 | -0.76 | |
| Perfect Portfolio | Ben Stein | 3.70 | May 14 | -0.07 | -1.76 | 0.95 | |
| All Country World 80/20 | 3.69 | May 14 | 0.60 | -2.35 | 1.04 | ||
| Pepperoni Portfolio | Davide Pisicchio | 3.57 | May 14 | 0.32 | -4.03 | 0.40 | |
| Four Funds | Bogleheads | 3.56 | May 14 | 0.58 | -2.01 | 1.48 | |
| Robust | Alpha Architect | 3.55 | May 14 | 0.16 | -1.73 | 1.99 | |
| Three Funds | Bogleheads | 3.54 | May 14 | 0.61 | -2.06 | 1.41 | |
| LifeStrategy Growth Fund | Vanguard | 3.50 | May 14 | 0.76 | -1.85 | 1.56 | |
| Mid-Twenties | Burton Malkiel | 3.47 | May 14 | 0.12 | -1.61 | 0.76 | |
| Stocks/Bonds 60/40 ESG | 3.41 | May 14 | -0.13 | -4.74 | -0.40 | ||
| Ultimate Buy and Hold Strategy | Paul Merriman | 3.37 | May 14 | 0.18 | -1.14 | 0.66 | |
| Edge Select Moderately Aggressive | Merrill Lynch | 3.36 | May 14 | 0.37 | -2.04 | 1.18 | |
| Sheltered Sam 100/0 | Bill Bernstein | 3.34 | May 14 | -1.50 | -4.28 | -1.47 | |
| Long Term Portfolio | Ben Stein | 3.31 | May 14 | -0.10 | -2.44 | 0.05 | |
| Late Thirties to Early Forties | Burton Malkiel | 3.29 | May 14 | 0.03 | -1.65 | 0.70 | |
| Robo Advisor 80 Value Tilt | Betterment | 3.19 | May 14 | 0.21 | -1.68 | 0.76 | |
| Core Four | Rick Ferri | 3.19 | May 14 | 0.25 | -2.33 | 0.75 | |
| Stocks/Bonds 60/40 with Bitcoin | 3.07 | May 14, 09:59PM | 0.00 | -4.13 | 0.83 | ||
| Stocks/Bonds 60/40 | 2.98 | May 14 | -0.26 | -4.02 | -0.11 | ||
| US Stocks Value | 2.95 | May 14 | -3.78 | -6.50 | -4.92 | ||
| Sheltered Sam 90/10 | Bill Bernstein | 2.90 | May 14 | -1.29 | -3.63 | -1.02 | |
| Family Taxable Portfolio | Ted Aronson | 2.86 | May 14 | -0.15 | -2.54 | -0.61 | |
| Mid-Fifties | Burton Malkiel | 2.80 | May 14 | -0.13 | -1.52 | 0.55 | |
| Stocks/Bonds 40/60 Momentum | 2.60 | May 14 | 1.68 | -0.28 | 3.30 | ||
| Margaritaville | Scott Burns | 2.51 | May 14 | 0.76 | -0.10 | 2.44 | |
| Gone Fishin' Portfolio | Alexander Green | 2.48 | May 14 | 0.25 | -0.86 | 0.84 | |
| All Country World 60/40 | 2.47 | May 14 | 0.64 | -1.30 | 1.42 | ||
| Gretchen Tai Portfolio | Gretchen Tai | 2.47 | May 14 | 0.80 | -0.10 | 1.84 | |
| Sheltered Sam 80/20 | Bill Bernstein | 2.47 | May 14 | -1.09 | -2.97 | -0.58 | |
| Capricciosa Portfolio | Davide Pisicchio | 2.42 | May 14 | 0.49 | -2.14 | 1.61 | |
| Andrew Tobias Portfolio | Andrew Tobias | 2.32 | May 14 | 1.35 | 0.24 | 3.36 | |
| Couch Potato | Scott Burns | 2.31 | May 14 | -0.28 | -2.71 | 0.71 | |
| 7Twelve Portfolio | Craig Israelsen | 2.30 | May 14 | -1.47 | -2.16 | 0.03 | |
| Edge Select Moderate | Merrill Lynch | 2.26 | May 14 | 0.37 | -1.15 | 1.46 | |
| LifeStrategy Moderate Growth | Vanguard | 2.24 | May 14 | 0.77 | -0.85 | 1.83 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 2.22 | May 14 | 0.42 | -1.39 | 1.32 | |
| Coward's Portfolio | Bill Bernstein | 2.20 | May 14 | -0.54 | -2.63 | -0.40 | |
| Five Asset | Roger Gibson | 2.18 | May 14 | -1.66 | -1.73 | -0.33 | |
| Ideal Index | Frank Armstrong | 2.16 | May 14 | -0.07 | -1.24 | 0.37 | |
| Late Sixties and Beyond | Burton Malkiel | 2.13 | May 14 | -0.36 | -1.44 | 0.35 | |
| Ivy Portfolio | Mebane Faber | 2.09 | May 14 | -1.79 | -1.97 | -0.01 | |
| Sheltered Sam 70/30 | Bill Bernstein | 2.03 | May 14 | -0.88 | -2.31 | -0.13 | |
| Big Rocks Portfolio | Larry Swedroe | 2.03 | May 14 | -0.42 | -2.00 | 0.01 | |
| European Stocks | 2.02 | May 14 | 3.85 | 8.45 | 10.21 | ||
| Lazy Portfolio | David Swensen | 1.88 | May 14 | -0.04 | -0.89 | 0.60 | |
| Six Ways from Sunday | Scott Burns | 1.88 | May 14 | -2.21 | -1.26 | -0.37 | |
| Seven Value | Scott Burns | 1.87 | May 14 | -2.41 | -1.85 | -0.63 | |
| Developed World ex-US Stocks | 1.78 | May 14 | 4.01 | 6.36 | 7.61 | ||
| Sandwich Portfolio | Bob Clyatt | 1.75 | May 14 | 0.69 | -0.24 | 1.53 | |
| Stocks/Bonds 40/60 ESG | 1.75 | May 14 | 0.02 | -2.37 | 0.63 | ||
| Yale Endowment | David Swensen | 1.73 | May 14 | 0.16 | -0.72 | 0.91 | |
| Cape US Sector Value | Robert Shiller | 1.70 | May 14 | -0.76 | -2.59 | 2.59 | |
| Simple and Cheap | Time Money Inc | 1.67 | May 14 | 0.42 | -0.68 | 1.27 | |
| Pinwheel | Tyler | 1.65 | May 14 | 0.48 | 0.65 | 2.02 | |
| Tilt Toward Value | Time Money Inc | 1.64 | May 14 | -0.14 | -1.63 | 0.33 | |
| Coffeehouse | Bill Schultheis | 1.63 | May 14 | -1.14 | -3.10 | -1.42 | |
| In Saecula Saeculorum | Fulvio Marchese | 1.61 | May 14 | 0.59 | -0.67 | 2.44 | |
| Dynamic 40/60 Income | The Lazy Team | 1.61 | May 14 | -0.25 | -1.86 | 0.02 | |
| Robo Advisor 50 Value Tilt | Betterment | 1.60 | May 14 | 0.37 | -0.21 | 1.55 | |
| Sheltered Sam 60/40 | Bill Bernstein | 1.60 | May 14 | -0.68 | -1.65 | 0.32 | |
| Four Seasons Portfolio | Davide Pisicchio | 1.56 | May 14 | 0.88 | -0.25 | 2.99 | |
| Four Square | Scott Burns | 1.55 | May 14 | 1.01 | 0.34 | 2.49 | |
| Stocks/Bonds 40/60 with Bitcoin | 1.52 | May 14, 09:59PM | 0.22 | -1.95 | 1.85 | ||
| Ultimate Buy&Hold | FundAdvice | 1.47 | May 14 | 0.50 | 0.60 | 1.88 | |
| One-Decision Portfolio | Marvin Appel | 1.45 | May 14 | -1.15 | -2.88 | -1.45 | |
| Eliminate Fat Tails | Larry Swedroe | 1.43 | May 14 | -0.39 | -0.56 | 0.26 | |
| Stocks/Bonds 40/60 | 1.43 | May 14 | -0.04 | -1.84 | 0.86 | ||
| Simple Money Portfolio | Tim Maurer | 1.39 | May 14 | 0.84 | 0.73 | 2.71 | |
| Shield Strategy | Aim Ways | 1.38 | May 14 | 1.38 | 1.61 | 4.75 | |
| Dynamic 60/40 Income | The Lazy Team | 1.34 | May 14 | -0.70 | -2.29 | -1.23 | |
| Aggressive Global Income | The Lazy Team | 1.33 | May 14 | 0.20 | 0.61 | 2.46 | |
| All Country World 40/60 | 1.25 | May 14 | 0.68 | -0.25 | 1.78 | ||
| Talmud Portfolio | Roger Gibson | 1.19 | May 14 | -0.93 | -2.44 | -1.15 | |
| Developed World ex-US 80/20 | 1.18 | May 14 | 3.58 | 5.40 | 6.63 | ||
| Sheltered Sam 50/50 | Bill Bernstein | 1.16 | May 14 | -0.47 | -0.98 | 0.77 | |
| Edge Select Moderately Conservative | Merrill Lynch | 1.14 | May 14 | 0.52 | -0.14 | 1.94 | |
| Stocks/Bonds 40/60 2x Leveraged | 1.11 | May 14 | -0.27 | -2.76 | 0.23 | ||
| Golden Butterfly 2x Leveraged | Tyler | 1.09 | May 14 | 0.79 | 0.31 | 2.69 | |
| Five Fold | Scott Burns | 1.07 | May 14 | 0.31 | -0.02 | 1.11 | |
| Lifepath Fund | iShares | 1.03 | May 14 | 0.30 | -0.09 | 1.73 | |
| Developed World ex-US Stocks Momentum | 1.02 | May 14 | 6.01 | 7.98 | 10.88 | ||
| Golden Butterfly with Bitcoin | Tyler | 1.00 | May 14, 09:59PM | 0.10 | -0.87 | 2.33 | |
| LifeStrategy Conservative Growth | Vanguard | 0.98 | May 14 | 0.77 | 0.16 | 2.08 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | 0.83 | May 14 | -1.80 | -4.03 | -3.78 | |
| Golden Butterfly | Tyler | 0.80 | May 14 | -0.02 | -0.34 | 1.71 | |
| Margherita Portfolio | Davide Pisicchio | 0.78 | May 14 | 1.08 | 0.95 | 3.58 | |
| Nano Portfolio | John Wasik | 0.74 | May 14 | 0.26 | 0.56 | 1.69 | |
| Sheltered Sam 40/60 | Bill Bernstein | 0.72 | May 14 | -0.27 | -0.31 | 1.22 | |
| Global Market Portfolio | Credit Suisse | 0.70 | May 14 | 0.16 | 0.41 | 1.08 | |
| Aim comfortable trip | Aim Ways | 0.68 | May 14 | 1.61 | 2.45 | 4.96 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 0.61 | May 14, 09:59PM | 1.37 | 0.94 | 4.51 | |
| Odd-Stats Strategy | Aim Ways | 0.61 | May 14 | 1.08 | 1.05 | 3.32 | |
| Developed World ex-US 60/40 | 0.58 | May 14 | 3.13 | 4.42 | 5.64 | ||
| GAA Global Asset Allocation | Mebane Faber | 0.55 | May 14 | 0.21 | 0.99 | 2.17 | |
| Stocks/Bonds 20/80 Momentum | 0.46 | May 14 | 1.03 | 1.13 | 2.96 | ||
| Desert Portfolio | Gyroscopic Investing | 0.40 | May 14 | 1.24 | 1.48 | 3.88 | |
| Dimensional Retirement Income Fund | DFA | 0.35 | May 14 | 0.17 | 1.09 | 2.42 | |
| Larry Portfolio | Larry Swedroe | 0.33 | May 14 | 0.55 | 0.85 | 1.63 | |
| High Yield Bonds Income | The Lazy Team | 0.33 | May 14 | -0.45 | 0.13 | 1.13 | |
| Sheltered Sam 30/70 | Bill Bernstein | 0.29 | May 14 | -0.07 | 0.36 | 1.67 | |
| Edge Select Conservative | Merrill Lynch | 0.18 | May 14 | 0.41 | 0.60 | 2.02 | |
| Rob Arnott Portfolio | Rob Arnott | 0.17 | May 14 | -0.75 | 0.16 | 0.65 | |
| Robo Advisor 20 Value Tilt | Betterment | 0.16 | May 14 | 0.65 | 1.17 | 2.41 | |
| US Cash | 0.16 | May 14 | 0.34 | 0.99 | 2.13 | ||
| Developed World ex-US 60/40 Momentum | 0.12 | May 14 | 4.36 | 5.42 | 7.55 | ||
| PISI Portfolio | Davide Pisicchio | 0.08 | May 14 | 0.93 | 1.56 | 3.47 | |
| Ulcer Free Strategy | Aim Ways | 0.06 | May 14 | 1.96 | 2.42 | 4.56 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | 0.04 | May 14, 09:59PM | -0.48 | -0.19 | 1.95 | |
| Weird Portfolio | Value Stock Geek | 0.03 | May 14 | 0.42 | 1.92 | 1.94 | |
| All Country World 20/80 | 0.03 | May 14 | 0.72 | 0.81 | 2.13 | ||
| Gold Pivot Ptf | Aim Ways | -0.02 | May 14 | 2.72 | 5.24 | 7.98 | |
| Developed World ex-US 40/60 | -0.02 | May 14 | 2.67 | 3.43 | 4.63 | ||
| All Weather Portfolio | Ray Dalio | -0.09 | May 14 | -0.74 | 0.10 | 1.04 | |
| Stocks/Bonds 20/80 | -0.12 | May 14 | 0.18 | 0.35 | 1.74 | ||
| All Weather Portfolio 2x Leveraged | Ray Dalio | -0.14 | May 14 | -3.67 | -1.31 | -1.63 | |
| Sheltered Sam 20/80 | Bill Bernstein | -0.15 | May 14 | 0.13 | 1.03 | 2.12 | |
| Permanent Portfolio with Bitcoin | Harry Browne | -0.18 | May 14, 09:59PM | 1.23 | 2.90 | 5.59 | |
| LifeStrategy Income Fund | Vanguard | -0.28 | May 14 | 0.78 | 1.19 | 2.32 | |
| Robo Advisor 10 Value Tilt | Betterment | -0.31 | May 14 | 0.75 | 1.64 | 2.73 | |
| Developed World ex-US 40/60 Momentum | -0.33 | May 14 | 3.50 | 4.11 | 5.88 | ||
| Marc Faber Portfolio | Marc Faber | -0.33 | May 14 | 1.27 | 4.40 | 5.03 | |
| Permanent Portfolio | Harry Browne | -0.39 | May 14 | 1.11 | 3.44 | 4.94 | |
| Paul Boyer Portfolio | Paul Boyer | -0.55 | May 14 | 0.94 | 4.18 | 4.14 | |
| Sheltered Sam 10/90 | Bill Bernstein | -0.58 | May 14 | 0.33 | 1.71 | 2.57 | |
| Simplified Permanent Portfolio | The Lazy Team | -0.62 | May 14 | 1.88 | 4.53 | 6.39 | |
| Developed World ex-US 20/80 | -0.62 | May 14 | 2.20 | 2.43 | 3.60 | ||
| Short Term Treasury | -0.73 | May 14 | 0.81 | 2.00 | 2.95 | ||
| Robo Advisor 0 | Betterment | -0.77 | May 14 | 0.84 | 2.09 | 3.03 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | -0.85 | May 14 | 1.29 | 2.74 | 4.54 | |
| Conservative Income | Charles Schwab | -0.91 | May 14 | 0.24 | 1.81 | 2.17 | |
| Sheltered Sam 0/100 | Bill Bernstein | -1.02 | May 14 | 0.53 | 2.40 | 3.02 | |
| US Stocks Minimum Volatility | -1.15 | May 14 | -1.20 | 0.99 | 3.67 | ||
| All Country World Bonds | -1.19 | May 14 | 0.75 | 1.88 | 2.46 | ||
| Total Bond Developed World ex-US | -1.23 | May 14 | 1.72 | 1.40 | 2.55 | ||
| US Inflation Protection | -1.46 | May 14 | 0.13 | 2.98 | 3.11 | ||
| Total Bond US | -1.67 | May 14 | 0.40 | 2.57 | 2.54 | ||
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | -1.97 | May 14 | 2.91 | 8.23 | 9.68 | |
| 10-year Treasury | -2.53 | May 14 | 1.06 | 4.24 | 3.56 | ||
| Cockroach Portfolio | Tony Dong | -3.34 | May 14 | 0.70 | 4.82 | 4.64 | |
| Gold | -3.49 | May 14 | 5.42 | 17.49 | 19.83 | ||
| Berkshire Hathaway | Warren Buffett | -5.91 | May 14 | 0.26 | 13.94 | 18.26 | |
