Last Update - Dec 01 2023 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 Nov 23
|
|||||
|---|---|---|---|---|---|---|
| Ticker | Asset Class | Dec 23▾ | Time(ET) | 1M | 3M | 6M |
|
IJR
|
US Small Cap | 2.92 | Dec 01 | 8.27 | -4.03 | 5.00 |
|
VNQ
|
US REITs | 2.46 | Dec 01 | 12.08 | 0.17 | 4.30 |
|
TLT
|
Long Term Treasuries | 1.88 | Dec 01 | 9.92 | -4.34 | -9.50 |
|
GLD
|
Gold | 1.73 | Dec 01 | 2.53 | 4.85 | 3.53 |
|
FLLA
|
Latin America | 1.56 | Dec 01 | 13.98 | 6.29 | 15.12 |
|
EMB
|
Emerg. Market Bonds | 1.53 | Dec 01 | 6.23 | 1.48 | 3.86 |
|
LQD
|
Invest. Grade Bonds | 1.20 | Dec 01 | 7.57 | 1.25 | 0.87 |
|
PFF
|
Preferred Stocks | 1.10 | Dec 01 | 7.92 | 1.36 | 3.92 |
|
VPL
|
Pacific | 1.05 | Dec 01 | 7.02 | 0.51 | 4.05 |
|
EFA
|
EAFE Stocks | 1.05 | Dec 01 | 8.22 | 1.24 | 4.37 |
|
VGK
|
Europe | 0.96 | Dec 01 | 9.76 | 1.59 | 4.62 |
|
VT
|
World All Countries | 0.86 | Dec 01 | 9.01 | 1.33 | 8.05 |
|
VTI
|
US Total Stock Market | 0.84 | Dec 01 | 9.42 | 1.41 | 10.04 |
|
HYG
|
High Yield Bonds | 0.83 | Dec 01 | 4.88 | 2.12 | 5.29 |
|
BND
|
US Total Bond Market | 0.82 | Dec 01 | 4.54 | 0.40 | -0.60 |
|
BNDX
|
International Bonds | 0.60 | Dec 01 | 3.43 | 1.47 | 1.56 |
|
SPY
|
US Large Cap | 0.59 | Dec 01 | 9.13 | 1.71 | 10.02 |
|
TIP
|
TIPS | 0.51 | Dec 01 | 2.77 | 0.08 | -1.03 |
|
EEM
|
Emerging Markets | 0.43 | Dec 01 | 7.79 | 1.00 | 4.40 |
|
QQQ
|
US Technology | 0.29 | Dec 01 | 10.82 | 3.02 | 12.05 |
|
BIL
|
US Cash | 0.02 | Dec 01 | 0.47 | 1.30 | 2.67 |
|
DBC
|
Commodities | -0.46 | Dec 01 | -2.45 | -2.77 | 8.44 |
|
CWB
|
US Convertible Bonds | not available | 5.68 | -1.43 | 3.34 | |
| 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 Dec 23) 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 Nov 23
|
||||||
|---|---|---|---|---|---|---|---|
| Portfolio | Author | Dec 23▾ | Time(ET) | 1M | 3M | 6M | |
| Ark Tech Portfolio | Cathie Wood | 4.55 | Dec 01 | 23.67 | 1.40 | 9.76 | |
| Golden Butterfly 2x Leveraged | 2.87 | Dec 01 | 11.07 | -1.43 | 0.92 | ||
| All Weather Portfolio 2x Leveraged | Ray Dalio | 2.57 | Dec 01 | 14.31 | -4.10 | -3.86 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | 2.49 | Dec 01 | 16.93 | -0.62 | 3.97 | |
| Simplified Permanent Portfolio 2x Leveraged | 2.17 | Dec 01 | 10.03 | 0.78 | 0.15 | ||
| Weird Portfolio | Value Stock Geek | 2.11 | Dec 01 | 8.26 | -0.89 | 0.97 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | 1.92 | Dec 01 | 11.33 | -0.51 | -0.28 | |
| Gold | 1.73 | Dec 01 | 2.53 | 4.85 | 3.53 | ||
| Stocks/Bonds 40/60 2x Leveraged | 1.70 | Dec 01 | 12.93 | -1.05 | 1.22 | ||
| Golden Butterfly | Tyler | 1.61 | Dec 01 | 6.23 | -0.12 | 2.08 | |
| Golden Butterfly with Bitcoin | 1.58 | Dec 02, 10:59AM | 6.41 | 1.07 | 3.17 | ||
| Stocks/Bonds 60/40 2x Leveraged | 1.51 | Dec 01 | 14.90 | -0.18 | 6.42 | ||
| Ultimate Buy and Hold Strategy | Paul Merriman | 1.51 | Dec 01 | 8.51 | -0.29 | 5.60 | |
| US Stocks Equal Weight | 1.50 | Dec 01 | 9.18 | -0.65 | 7.15 | ||
| Sheltered Sam 100/0 | Bill Bernstein | 1.46 | Dec 01 | 8.36 | 0.13 | 6.82 | |
| Marc Faber Portfolio | Marc Faber | 1.43 | Dec 01 | 6.88 | 1.79 | 3.79 | |
| Coffeehouse | Bill Schultheis | 1.42 | Dec 01 | 7.19 | -0.26 | 3.50 | |
| Paul Boyer Portfolio | Paul Boyer | 1.39 | Dec 01 | 5.11 | 0.13 | 0.03 | |
| Aggressive Global Income | 1.37 | Dec 01 | 6.31 | 0.58 | 6.40 | ||
| Talmud Portfolio | Roger Gibson | 1.37 | Dec 01 | 8.64 | 0.70 | 4.70 | |
| Sheltered Sam 90/10 | Bill Bernstein | 1.35 | Dec 01 | 7.70 | 0.20 | 6.19 | |
| Pinwheel | 1.29 | Dec 01 | 6.75 | 0.85 | 4.32 | ||
| Yale Endowment | David Swensen | 1.28 | Dec 01 | 8.81 | 0.14 | 3.30 | |
| Family Taxable Portfolio | Ted Aronson | 1.26 | Dec 01 | 7.53 | -0.41 | 3.60 | |
| Sheltered Sam 80/20 | Bill Bernstein | 1.24 | Dec 01 | 7.03 | 0.26 | 5.56 | |
| Gone Fishin' Portfolio | Alexander Green | 1.20 | Dec 01 | 7.13 | 0.31 | 4.27 | |
| All Weather Portfolio | Ray Dalio | 1.19 | Dec 01 | 7.09 | -0.86 | 0.11 | |
| High Yield Bonds Income | 1.19 | Dec 01 | 6.64 | 1.57 | 3.70 | ||
| All Weather Portfolio with Bitcoin | Ray Dalio | 1.19 | Dec 02, 10:59AM | 7.30 | 0.42 | 1.17 | |
| One-Decision Portfolio | Marvin Appel | 1.19 | Dec 01 | 6.66 | 0.61 | 4.37 | |
| Simple Money Portfolio | Tim Maurer | 1.16 | Dec 01 | 5.97 | 0.09 | 3.69 | |
| No Brainer Portfolio | Bill Bernstein | 1.16 | Dec 01 | 6.79 | 0.18 | 5.64 | |
| Developed World ex-US Stocks Momentum | 1.15 | Dec 01 | 7.95 | 2.51 | 6.43 | ||
| Nano Portfolio | John Wasik | 1.14 | Dec 01 | 7.40 | 0.69 | 3.50 | |
| Sheltered Sam 70/30 | Bill Bernstein | 1.14 | Dec 01 | 6.37 | 0.33 | 4.92 | |
| Big Rocks Portfolio | Larry Swedroe | 1.13 | Dec 01 | 5.49 | 0.17 | 4.42 | |
| Permanent Portfolio | Harry Browne | 1.12 | Dec 01 | 5.41 | 0.91 | 1.78 | |
| Ideal Index | Frank Armstrong | 1.12 | Dec 01 | 6.29 | 0.33 | 4.51 | |
| Simplified Permanent Portfolio | 1.11 | Dec 01 | 5.32 | 1.28 | 1.88 | ||
| Dynamic 60/40 Income | 1.10 | Dec 01 | 6.99 | 1.28 | 5.09 | ||
| Ultimate Buy&Hold | FundAdvice | 1.10 | Dec 01 | 5.94 | 0.19 | 3.50 | |
| Tilt Toward Value | Time Inc | 1.09 | Dec 01 | 7.31 | 0.66 | 4.36 | |
| Permanent Portfolio with Bitcoin | Harry Browne | 1.09 | Dec 02, 10:59AM | 5.60 | 2.09 | 2.85 | |
| Long Term Portfolio | Ben Stein | 1.08 | Dec 01 | 7.41 | 0.65 | 5.83 | |
| Late Sixties and Beyond | Burton Malkiel | 1.07 | Dec 01 | 7.80 | 1.15 | 5.65 | |
| Robo Advisor 100 | Betterment | 1.06 | Dec 01 | 8.54 | 0.77 | 6.99 | |
| Lazy Portfolio | David Swensen | 1.06 | Dec 01 | 7.68 | 0.86 | 4.75 | |
| Five Fold | Scott Burns | 1.05 | Dec 01 | 7.15 | 0.90 | 4.05 | |
| Mid-Fifties | Burton Malkiel | 1.04 | Dec 01 | 8.26 | 1.17 | 6.08 | |
| Global Market Portfolio | Credit Suisse | 1.04 | Dec 01 | 7.77 | 0.52 | 2.27 | |
| Larry Portfolio | Larry Swedroe | 1.03 | Dec 01 | 4.37 | -0.06 | 1.02 | |
| Sheltered Sam 60/40 | Bill Bernstein | 1.03 | Dec 01 | 5.70 | 0.40 | 4.29 | |
| Robo Advisor 90 | Betterment | 1.03 | Dec 01 | 8.25 | 0.77 | 6.46 | |
| Developed World ex-US Stocks | 1.02 | Dec 01 | 8.81 | 1.15 | 4.66 | ||
| Coward's Portfolio | Bill Bernstein | 1.01 | Dec 01 | 5.64 | 0.43 | 4.61 | |
| US Stocks Value | 1.01 | Dec 01 | 9.56 | 2.33 | 10.18 | ||
| GAA Global Asset Allocation | Mebane Faber | 1.00 | Dec 01 | 7.02 | 0.55 | 2.76 | |
| Robo Advisor 80 | Betterment | 1.00 | Dec 01 | 7.82 | 0.79 | 5.81 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 1.00 | Dec 01 | 7.97 | 0.93 | 5.27 | |
| Gretchen Tai Portfolio | Gretchen Tai | 0.99 | Dec 01 | 7.79 | 0.67 | 4.48 | |
| Late Thirties to Early Forties | Burton Malkiel | 0.97 | Dec 01 | 8.32 | 1.19 | 6.40 | |
| Simple and Cheap | Time Inc | 0.97 | Dec 01 | 7.42 | 0.98 | 4.52 | |
| Core Four | Rick Ferri | 0.96 | Dec 01 | 8.41 | 1.09 | 6.35 | |
| Mid-Twenties | Burton Malkiel | 0.96 | Dec 01 | 8.39 | 1.19 | 6.46 | |
| Six Ways from Sunday | Scott Burns | 0.96 | Dec 01 | 5.84 | 0.07 | 5.25 | |
| European Stocks | 0.96 | Dec 01 | 9.76 | 1.59 | 4.62 | ||
| Seven Value | Scott Burns | 0.95 | Dec 01 | 5.97 | 0.13 | 5.59 | |
| Robo Advisor 50 | Betterment | 0.95 | Dec 01 | 6.41 | 0.89 | 3.98 | |
| 10-year Treasury | 0.94 | Dec 01 | 4.55 | -0.68 | -3.28 | ||
| Rob Arnott Portfolio | Rob Arnott | 0.94 | Dec 01 | 6.13 | 0.25 | 2.23 | |
| Developed World ex-US 80/20 | 0.94 | Dec 01 | 7.74 | 1.21 | 4.05 | ||
| Developed World ex-US 60/40 Momentum | 0.93 | Dec 01 | 6.14 | 2.10 | 4.48 | ||
| Sheltered Sam 50/50 | Bill Bernstein | 0.92 | Dec 01 | 5.04 | 0.46 | 3.66 | |
| Dynamic 40/60 Income | 0.92 | Dec 01 | 5.93 | 1.53 | 5.00 | ||
| Sandwich Portfolio | Bob Clyatt | 0.91 | Dec 01 | 6.16 | 0.54 | 3.61 | |
| Five Asset | Roger Gibson | 0.88 | Dec 01 | 6.27 | 0.22 | 5.55 | |
| All Country World Stocks | 0.86 | Dec 01 | 9.01 | 1.33 | 8.05 | ||
| All Country World 80/20 | 0.86 | Dec 01 | 8.14 | 1.26 | 6.65 | ||
| All Country World 60/40 | 0.86 | Dec 01 | 7.24 | 1.18 | 5.23 | ||
| Developed World ex-US 60/40 | 0.86 | Dec 01 | 6.67 | 1.27 | 3.44 | ||
| All Country World 40/60 | 0.85 | Dec 01 | 6.32 | 1.11 | 3.79 | ||
| All Country World 20/80 | 0.85 | Dec 01 | 5.37 | 1.03 | 2.32 | ||
| Dedalo Three | Dedalo Invest | 0.85 | Dec 01 | 9.30 | 1.39 | 9.45 | |
| All Country World Bonds | 0.85 | Dec 01 | 4.39 | 0.94 | 0.82 | ||
| US Stocks | 0.84 | Dec 01 | 9.42 | 1.41 | 10.04 | ||
| Stocks/Bonds 40/60 ESG | 0.84 | Dec 01 | 6.96 | 1.07 | 3.92 | ||
| Robust | Alpha Architect | 0.84 | Dec 01 | 6.24 | 0.23 | 6.60 | |
| Stocks/Bonds 80/20 | 0.84 | Dec 01 | 8.53 | 1.23 | 8.01 | ||
| Lifepath Fund | iShares | 0.84 | Dec 01 | 6.28 | 0.71 | 2.99 | |
| Stocks/Bonds 60/40 ESG | 0.84 | Dec 01 | 8.15 | 1.42 | 6.12 | ||
| Simple Path to Wealth | JL Collins | 0.84 | Dec 01 | 8.30 | 1.19 | 7.50 | |
| Second Grader's Starter | Paul Farrell | 0.84 | Dec 01 | 8.62 | 1.27 | 7.54 | |
| Three Funds | Bogleheads | 0.83 | Dec 01 | 8.16 | 1.18 | 6.50 | |
| Stocks/Bonds 60/40 | 0.83 | Dec 01 | 7.60 | 1.04 | 5.94 | ||
| US Stocks ESG | 0.83 | Dec 01 | 10.33 | 2.04 | 10.29 | ||
| Stocks/Bonds 40/60 | 0.83 | Dec 01 | 6.63 | 0.84 | 3.81 | ||
| Aim Bold Strategy | Aim Ways | 0.83 | Dec 01 | 6.57 | 2.28 | 6.01 | |
| Edge Select Moderate | Merrill Lynch | 0.82 | Dec 01 | 7.30 | 1.27 | 4.96 | |
| Stocks/Bonds 60/40 with Bitcoin | 0.82 | Dec 02, 10:59AM | 7.65 | 2.24 | 6.93 | ||
| Developed World ex-US 40/60 Momentum | 0.82 | Dec 01 | 5.24 | 1.90 | 3.51 | ||
| Stocks/Bonds 20/80 | 0.82 | Dec 01 | 5.61 | 0.63 | 1.63 | ||
| LifeStrategy Growth Fund | Vanguard | 0.82 | Dec 01 | 8.06 | 1.23 | 6.52 | |
| Zefiro Portfolio | Zefiro SCF | 0.82 | Dec 01 | 4.32 | -0.43 | 1.83 | |
| Stocks/Bonds 40/60 with Bitcoin | 0.82 | Dec 02, 10:59AM | 6.70 | 2.08 | 4.84 | ||
| Total Bond US | 0.82 | Dec 01 | 4.54 | 0.40 | -0.60 | ||
| Sheltered Sam 40/60 | Bill Bernstein | 0.81 | Dec 01 | 4.37 | 0.53 | 3.03 | |
| Ivy Portfolio | Mebane Faber | 0.81 | Dec 01 | 5.91 | -0.23 | 5.82 | |
| LifeStrategy Moderate Growth | Vanguard | 0.80 | Dec 01 | 7.14 | 1.11 | 4.94 | |
| Four Funds | Bogleheads | 0.80 | Dec 01 | 7.99 | 1.15 | 6.46 | |
| Edge Select Moderately Conservative | Merrill Lynch | 0.80 | Dec 01 | 6.49 | 1.23 | 3.74 | |
| Dedalo Four | Dedalo Invest | 0.80 | Dec 01 | 8.18 | 1.40 | 7.90 | |
| LifeStrategy Conservative Growth | Vanguard | 0.79 | Dec 01 | 6.19 | 0.99 | 3.34 | |
| Desert Portfolio | Gyroscopic Investing | 0.78 | Dec 01 | 4.82 | 1.42 | 3.29 | |
| Edge Select Moderately Aggressive | Merrill Lynch | 0.78 | Dec 01 | 7.97 | 1.45 | 6.34 | |
| Dedalo Eleven | Dedalo Invest | 0.78 | Dec 01 | 8.03 | 1.06 | 6.74 | |
| Edge Select Aggressive | Merrill Lynch | 0.78 | Dec 01 | 8.49 | 1.47 | 7.40 | |
| Developed World ex-US 40/60 | 0.77 | Dec 01 | 5.59 | 1.34 | 2.82 | ||
| LifeStrategy Income Fund | Vanguard | 0.77 | Dec 01 | 5.21 | 0.86 | 1.71 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 0.76 | Dec 02, 10:59AM | 5.02 | 2.59 | 4.35 | |
| 7Twelve Portfolio | Craig Israelsen | 0.76 | Dec 01 | 4.57 | -0.42 | 4.88 | |
| Margaritaville | Scott Burns | 0.73 | Dec 01 | 6.94 | 0.95 | 4.84 | |
| Andrew Tobias Portfolio | Andrew Tobias | 0.73 | Dec 01 | 6.32 | 1.32 | 5.41 | |
| Cape US Sector Value | Robert Shiller | 0.72 | Dec 01 | 8.75 | 1.77 | 12.61 | |
| Stocks/Bonds 20/80 Momentum | 0.71 | Dec 01 | 5.46 | 0.78 | 1.65 | ||
| Sheltered Sam 30/70 | Bill Bernstein | 0.70 | Dec 01 | 3.71 | 0.60 | 2.40 | |
| Four Square | Scott Burns | 0.70 | Dec 01 | 6.05 | 1.07 | 3.99 | |
| US Stocks Minimum Volatility | 0.69 | Dec 01 | 6.41 | 2.50 | 7.86 | ||
| Eliminate Fat Tails | Larry Swedroe | 0.69 | Dec 01 | 3.45 | 0.00 | 1.96 | |
| Developed World ex-US 20/80 | 0.69 | Dec 01 | 4.51 | 1.41 | 2.20 | ||
| Couch Potato | Scott Burns | 0.68 | Dec 01 | 6.28 | 0.80 | 4.69 | |
| Perfect Portfolio | Ben Stein | 0.67 | Dec 01 | 6.98 | 1.10 | 6.72 | |
| Dimensional 2030 Retirement Income | DFA | 0.65 | Dec 01 | 6.40 | 1.08 | 4.59 | |
| Edge Select Conservative | Merrill Lynch | 0.64 | Dec 01 | 4.37 | 1.05 | 2.62 | |
| Conservative Income | Charles Schwab | 0.63 | Dec 01 | 3.47 | 0.74 | 0.90 | |
| Total Bond Developed World ex-US | 0.60 | Dec 01 | 3.43 | 1.47 | 1.56 | ||
| Robo Advisor 20 | Betterment | 0.60 | Dec 01 | 3.47 | 1.12 | 2.47 | |
| Stocks/Bonds 40/60 Momentum | 0.60 | Dec 01 | 6.39 | 1.15 | 3.99 | ||
| Sheltered Sam 20/80 | Bill Bernstein | 0.60 | Dec 01 | 3.05 | 0.67 | 1.76 | |
| Warren Buffett Portfolio | Warren Buffett | 0.57 | Dec 01 | 8.70 | 1.99 | 9.78 | |
| US Inflation Protection | 0.51 | Dec 01 | 2.77 | 0.08 | -1.03 | ||
| Sheltered Sam 10/90 | Bill Bernstein | 0.49 | Dec 01 | 2.39 | 0.75 | 1.13 | |
| Stocks/Bonds 60/40 Momentum | 0.49 | Dec 01 | 7.33 | 1.53 | 6.42 | ||
| Dimensional Retirement Income Fund | DFA | 0.48 | Dec 01 | 3.28 | 0.68 | 2.11 | |
| Robo Advisor 10 | Betterment | 0.45 | Dec 01 | 2.33 | 1.22 | 1.98 | |
| Emerging Markets Stocks | 0.43 | Dec 01 | 7.79 | 1.00 | 4.40 | ||
| Sheltered Sam 0/100 | Bill Bernstein | 0.38 | Dec 01 | 1.72 | 0.82 | 0.50 | |
| Stocks/Bonds 80/20 Momentum | 0.38 | Dec 01 | 8.27 | 1.90 | 8.93 | ||
| Robo Advisor 0 | Betterment | 0.31 | Dec 01 | 1.20 | 1.32 | 1.49 | |
| Short Term Treasury | 0.29 | Dec 01 | 1.05 | 1.31 | 1.53 | ||
| Technology | 0.29 | Dec 01 | 10.82 | 3.02 | 12.05 | ||
| US Stocks Momentum | 0.27 | Dec 01 | 9.23 | 2.28 | 11.55 | ||
