Last Update - Jul 26 2024 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 Jun 24
|
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|---|---|---|---|---|---|---|
| Ticker | Asset Class | Jul 24▾ | Time(ET) | 1M | 3M | 6M |
|
IJR
|
US Small Cap | 10.39 | Jul 26 | -2.37 | -3.14 | -0.81 |
|
VNQ
|
US REITs | 6.94 | Jul 26 | 1.88 | -1.94 | -3.21 |
|
GLD
|
Gold | 2.61 | Jul 26 | -0.13 | 4.52 | 12.47 |
|
HYG
|
US High Yield Bonds | 2.03 | Jul 26 | 0.48 | 0.74 | 2.27 |
|
VGK
|
Europe | 2.02 | Jul 26 | -2.95 | 0.67 | 5.71 |
|
EMB
|
Emerg. Market Bonds | 1.89 | Jul 26 | -0.23 | -0.10 | 1.45 |
|
LQD
|
US Invest. Grade Bonds | 1.75 | Jul 26 | 0.60 | -0.51 | -1.37 |
|
TLT
|
US Long Term Treasuries | 1.64 | Jul 26 | 1.82 | -2.01 | -5.63 |
|
BND
|
US Total Bond Market | 1.55 | Jul 26 | 0.88 | 0.11 | -0.58 |
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CWB
|
US Convertible Bonds | 1.43 | Jul 26 | 0.73 | -0.91 | 0.62 |
|
EFA
|
EAFE Stocks | 1.38 | Jul 26 | -1.83 | -0.20 | 5.77 |
|
BNDX
|
International Bonds | 1.34 | Jul 26 | 0.63 | -0.49 | -0.51 |
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PFF
|
US Preferred Stocks | 1.32 | Jul 26 | -0.12 | -0.61 | 3.82 |
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FLLA
|
Latin America | 1.10 | Jul 26 | -6.87 | -12.94 | -16.47 |
|
TIP
|
US TIPS | 0.99 | Jul 26 | 0.76 | 0.82 | 0.74 |
|
VTI
|
US Total Stock Market | 0.81 | Jul 26 | 3.08 | 3.29 | 13.57 |
|
VT
|
World All Countries | 0.81 | Jul 26 | 1.59 | 2.45 | 10.46 |
|
VPL
|
Pacific | 0.61 | Jul 26 | 0.17 | -2.16 | 3.67 |
|
BIL
|
US Cash | 0.42 | Jul 26 | 0.40 | 1.29 | 2.60 |
|
SPY
|
US Large Cap | 0.04 | Jul 26 | 3.53 | 4.38 | 15.22 |
|
EEM
|
Emerging Markets | -0.54 | Jul 26 | 2.62 | 4.39 | 6.65 |
|
QQQ
|
US Technology | -3.37 | Jul 26 | 6.47 | 8.08 | 17.33 |
|
DBC
|
Commodities | -4.26 | Jul 26 | -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.
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 Jun 24
|
||||||
|---|---|---|---|---|---|---|---|
| Portfolio | Author | Jul 24▾ | Time(ET) | 1M | 3M | 6M | |
| Golden Butterfly 2x Leveraged | 6.10 | Jul 26 | 1.18 | 0.73 | 5.97 | ||
| Ark Tech Portfolio | Cathie Wood | 5.81 | Jul 26 | 1.50 | -8.79 | -11.56 | |
| Aggressive Global Income | 5.47 | Jul 26 | -0.68 | -1.08 | 2.09 | ||
| Weird Portfolio | Value Stock Geek | 5.17 | Jul 26 | -0.51 | -1.03 | -0.04 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | 4.68 | Jul 26 | 4.40 | 0.23 | 4.06 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | 4.47 | Jul 26 | -0.77 | -0.42 | 3.39 | |
| Sheltered Sam 100/0 | Bill Bernstein | 4.25 | Jul 26 | 0.23 | 0.07 | 5.65 | |
| US Stocks Value | 4.19 | Jul 26 | -0.74 | -2.09 | 5.52 | ||
| Coffeehouse | Bill Schultheis | 4.01 | Jul 26 | 0.38 | -0.47 | 1.84 | |
| Sheltered Sam 90/10 | Bill Bernstein | 3.92 | Jul 26 | 0.27 | 0.14 | 5.18 | |
| Sheltered Sam 80/20 | Bill Bernstein | 3.59 | Jul 26 | 0.31 | 0.21 | 4.71 | |
| Golden Butterfly with Bitcoin | 3.56 | Jul 26, 09:59PM | 0.33 | -0.01 | 4.05 | ||
| Big Rocks Portfolio | Larry Swedroe | 3.55 | Jul 26 | -0.07 | -0.05 | 2.62 | |
| Simple Money Portfolio | Tim Maurer | 3.53 | Jul 26 | -0.65 | -0.26 | 2.16 | |
| Golden Butterfly | Tyler | 3.46 | Jul 26 | 0.55 | 0.48 | 3.34 | |
| US Stocks Equal Weight | 3.32 | Jul 26 | -0.51 | -2.62 | 4.96 | ||
| Sheltered Sam 70/30 | Bill Bernstein | 3.26 | Jul 26 | 0.35 | 0.28 | 4.24 | |
| Ideal Index | Frank Armstrong | 3.22 | Jul 26 | 0.01 | 0.01 | 3.32 | |
| Ultimate Buy&Hold | FundAdvice | 3.21 | Jul 26 | -0.15 | 0.02 | 2.24 | |
| No Brainer Portfolio | Bill Bernstein | 3.13 | Jul 26 | 0.39 | 0.80 | 5.29 | |
| Talmud Portfolio | Roger Gibson | 3.10 | Jul 26 | 1.99 | 0.59 | 3.26 | |
| One-Decision Portfolio | Marvin Appel | 3.00 | Jul 26 | 1.10 | 0.38 | 2.43 | |
| Larry Portfolio | Larry Swedroe | 2.99 | Jul 26 | 0.22 | -0.13 | -0.20 | |
| Pinwheel | 2.97 | Jul 26 | 0.63 | 0.85 | 4.09 | ||
| Sheltered Sam 60/40 | Bill Bernstein | 2.93 | Jul 26 | 0.39 | 0.36 | 3.77 | |
| Marc Faber Portfolio | Marc Faber | 2.89 | Jul 26 | 1.09 | 1.49 | 4.79 | |
| US Stocks Minimum Volatility | 2.88 | Jul 26 | 1.77 | 0.82 | 8.46 | ||
| Coward's Portfolio | Bill Bernstein | 2.87 | Jul 26 | 0.53 | 0.36 | 3.70 | |
| Gone Fishin' Portfolio | Alexander Green | 2.67 | Jul 26 | 0.35 | 0.81 | 4.26 | |
| Family Taxable Portfolio | Ted Aronson | 2.67 | Jul 26 | 0.73 | 0.37 | 3.96 | |
| Gold | 2.61 | Jul 26 | -0.13 | 4.52 | 12.47 | ||
| Sheltered Sam 50/50 | Bill Bernstein | 2.60 | Jul 26 | 0.43 | 0.43 | 3.30 | |
| Paul Boyer Portfolio | Paul Boyer | 2.53 | Jul 26 | 0.55 | 1.08 | 2.71 | |
| Tilt Toward Value | Time Inc | 2.44 | Jul 26 | 1.10 | 0.51 | 3.89 | |
| Simplified Permanent Portfolio 2x Leveraged | 2.41 | Jul 26 | 2.63 | 2.93 | 9.13 | ||
| Dynamic 60/40 Income | 2.40 | Jul 26 | 1.19 | 0.51 | 3.51 | ||
| Long Term Portfolio | Ben Stein | 2.37 | Jul 26 | 0.85 | 1.03 | 5.61 | |
| Seven Value | Scott Burns | 2.35 | Jul 26 | 0.63 | -0.15 | 5.08 | |
| Nano Portfolio | John Wasik | 2.33 | Jul 26 | 0.95 | 0.47 | 3.26 | |
| Aim comfortable trip | Aim Ways | 2.33 | Jul 26 | 0.45 | 1.26 | 4.43 | |
| Sheltered Sam 40/60 | Bill Bernstein | 2.27 | Jul 26 | 0.47 | 0.51 | 2.83 | |
| Five Fold | Scott Burns | 2.26 | Jul 26 | 1.17 | 0.55 | 3.25 | |
| Yale Endowment | David Swensen | 2.23 | Jul 26 | 1.46 | 1.00 | 4.56 | |
| Late Sixties and Beyond | Burton Malkiel | 2.19 | Jul 26 | 1.29 | 0.98 | 5.04 | |
| Sandwich Portfolio | Bob Clyatt | 2.17 | Jul 26 | 0.90 | 1.05 | 3.70 | |
| Lazy Portfolio | David Swensen | 2.16 | Jul 26 | 1.62 | 1.20 | 4.70 | |
| Six Ways from Sunday | Scott Burns | 2.07 | Jul 26 | 0.70 | -0.03 | 4.46 | |
| Robo Advisor 100 | Betterment | 2.05 | Jul 26 | 0.71 | 1.15 | 8.12 | |
| Robo Advisor 90 | Betterment | 2.05 | Jul 26 | 0.75 | 0.97 | 7.06 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | 2.03 | Jul 26 | 3.48 | 2.14 | 6.83 | |
| European Stocks | 2.02 | Jul 26 | -2.95 | 0.67 | 5.71 | ||
| Robo Advisor 80 | Betterment | 1.97 | Jul 26 | 0.73 | 0.86 | 6.22 | |
| Eliminate Fat Tails | Larry Swedroe | 1.97 | Jul 26 | 0.45 | 0.93 | 2.05 | |
| High Yield Bonds Income | 1.96 | Jul 26 | 0.26 | -0.09 | 0.71 | ||
| Sheltered Sam 30/70 | Bill Bernstein | 1.94 | Jul 26 | 0.51 | 0.59 | 2.36 | |
| Mid-Fifties | Burton Malkiel | 1.90 | Jul 26 | 1.41 | 1.35 | 6.15 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | 1.88 | Jul 26 | 3.22 | -0.03 | 4.28 | |
| Simple and Cheap | Time Inc | 1.78 | Jul 26 | 1.35 | 1.00 | 4.66 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 1.77 | Jul 26 | 1.37 | 1.18 | 6.01 | |
| 10-year Treasury | 1.76 | Jul 26 | 1.22 | -0.19 | -1.48 | ||
| Simplified Permanent Portfolio | 1.74 | Jul 26 | 1.34 | 1.96 | 5.77 | ||
| Robo Advisor 50 | Betterment | 1.71 | Jul 26 | 0.63 | 0.60 | 4.02 | |
| Developed World ex-US Stocks | 1.70 | Jul 26 | -1.65 | -0.58 | 4.74 | ||
| Developed World ex-US 80/20 | 1.63 | Jul 26 | -1.22 | -0.56 | 3.69 | ||
| Gretchen Tai Portfolio | Gretchen Tai | 1.62 | Jul 26 | 0.89 | 1.08 | 5.21 | |
| Late Thirties to Early Forties | Burton Malkiel | 1.62 | Jul 26 | 1.51 | 1.67 | 7.05 | |
| Sheltered Sam 20/80 | Bill Bernstein | 1.61 | Jul 26 | 0.55 | 0.66 | 1.89 | |
| PISI Portfolio | Davide Pisicchio | 1.56 | Jul 26 | 1.61 | 1.39 | 4.44 | |
| Developed World ex-US 60/40 | 1.56 | Jul 26 | -0.78 | -0.54 | 2.64 | ||
| Total Bond US | 1.55 | Jul 26 | 0.88 | 0.11 | -0.58 | ||
| Core Four | Rick Ferri | 1.55 | Jul 26 | 1.70 | 1.70 | 7.50 | |
| Stocks/Bonds 40/60 2x Leveraged | 1.54 | Jul 26 | 4.37 | 2.19 | 7.53 | ||
| Cape US Sector Value | Robert Shiller | 1.54 | Jul 26 | 1.43 | -0.74 | 4.76 | |
| All Country World Bonds | 1.53 | Jul 26 | 0.62 | -0.14 | -0.25 | ||
| Mid-Twenties | Burton Malkiel | 1.52 | Jul 26 | 1.55 | 1.80 | 7.30 | |
| Lifepath Fund | iShares | 1.51 | Jul 26 | 1.21 | 1.15 | 3.85 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 1.49 | Jul 26, 09:59PM | 1.28 | 1.30 | 5.94 | |
| Developed World ex-US 40/60 | 1.49 | Jul 26 | -0.32 | -0.53 | 1.59 | ||
| Permanent Portfolio with Bitcoin | Harry Browne | 1.47 | Jul 26, 09:59PM | 1.05 | 1.39 | 6.47 | |
| 7Twelve Portfolio | Craig Israelsen | 1.47 | Jul 26 | 0.71 | 0.39 | 4.29 | |
| Conservative Income | Charles Schwab | 1.46 | Jul 26 | 0.74 | 0.45 | 0.52 | |
| Developed World ex-US 20/80 | 1.42 | Jul 26 | 0.15 | -0.51 | 0.54 | ||
| Edge Select Conservative | Merrill Lynch | 1.40 | Jul 26 | 0.88 | 0.77 | 2.44 | |
| Stocks/Bonds 20/80 | 1.40 | Jul 26 | 1.36 | 0.80 | 2.25 | ||
| Dynamic 40/60 Income | 1.39 | Jul 26 | 0.79 | 0.86 | 4.44 | ||
| Desert Portfolio | Gyroscopic Investing | 1.39 | Jul 26 | 1.51 | 1.81 | 5.22 | |
| Stocks/Bonds 40/60 with Bitcoin | 1.38 | Jul 26, 09:59PM | 1.54 | 1.02 | 5.91 | ||
| LifeStrategy Income Fund | Vanguard | 1.38 | Jul 26 | 0.99 | 0.43 | 1.63 | |
| All Country World 20/80 | 1.38 | Jul 26 | 0.83 | 0.41 | 1.89 | ||
| Global Market Portfolio | Credit Suisse | 1.38 | Jul 26 | 1.40 | 0.74 | 2.85 | |
| Permanent Portfolio | Harry Browne | 1.37 | Jul 26 | 1.28 | 1.89 | 5.75 | |
| Total Bond Developed World ex-US | 1.34 | Jul 26 | 0.63 | -0.49 | -0.51 | ||
| In Saecula Saeculorum | Fulvio Marchese | 1.33 | Jul 26 | 1.80 | 1.99 | 6.96 | |
| Odd-Stats Strategy | Aim Ways | 1.31 | Jul 26 | 2.32 | 2.13 | 5.60 | |
| Robo Advisor 20 | Betterment | 1.29 | Jul 26 | 0.58 | 0.68 | 2.16 | |
| LifeStrategy Conservative Growth | Vanguard | 1.28 | Jul 26 | 1.16 | 0.93 | 3.83 | |
| Sheltered Sam 10/90 | Bill Bernstein | 1.28 | Jul 26 | 0.59 | 0.74 | 1.42 | |
| Ivy Portfolio | Mebane Faber | 1.28 | Jul 26 | 1.24 | 0.59 | 5.17 | |
| Rob Arnott Portfolio | Rob Arnott | 1.27 | Jul 26 | 0.99 | 0.19 | 1.44 | |
| Stocks/Bonds 40/60 | 1.25 | Jul 26 | 1.82 | 1.46 | 5.08 | ||
| Robust | Alpha Architect | 1.24 | Jul 26 | 1.31 | 0.87 | 8.80 | |
| All Country World 40/60 | 1.24 | Jul 26 | 1.03 | 0.95 | 4.03 | ||
| Stocks/Bonds 60/40 with Bitcoin | 1.24 | Jul 26, 09:59PM | 1.98 | 1.65 | 8.74 | ||
| Five Asset | Roger Gibson | 1.24 | Jul 26 | 1.00 | 0.70 | 4.17 | |
| GAA Global Asset Allocation | Mebane Faber | 1.22 | Jul 26 | 1.17 | 0.75 | 3.59 | |
| Edge Select Moderately Conservative | Merrill Lynch | 1.21 | Jul 26 | 1.54 | 1.45 | 4.12 | |
| Gold Pivot Ptf | Aim Ways | 1.20 | Jul 26 | 1.37 | 2.92 | 7.66 | |
| LifeStrategy Moderate Growth | Vanguard | 1.18 | Jul 26 | 1.33 | 1.40 | 6.02 | |
| Edge Select Moderate | Merrill Lynch | 1.17 | Jul 26 | 1.75 | 1.94 | 5.81 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | 1.17 | Jul 26, 09:59PM | 1.55 | 0.36 | 3.92 | |
| Robo Advisor 10 | Betterment | 1.12 | Jul 26 | 0.58 | 0.76 | 1.61 | |
| Stocks/Bonds 60/40 | 1.11 | Jul 26 | 2.26 | 2.10 | 7.91 | ||
| Ulcer Free Strategy | Aim Ways | 1.11 | Jul 26 | 1.40 | 1.17 | 2.91 | |
| All Country World 60/40 | 1.10 | Jul 26 | 1.22 | 1.46 | 6.18 | ||
| Four Square | Scott Burns | 1.09 | Jul 26 | 1.00 | 1.14 | 4.86 | |
| Three Funds | Bogleheads | 1.08 | Jul 26 | 1.58 | 1.95 | 8.36 | |
| LifeStrategy Growth Fund | Vanguard | 1.08 | Jul 26 | 1.49 | 1.86 | 8.21 | |
| Andrew Tobias Portfolio | Andrew Tobias | 1.04 | Jul 26 | 0.62 | 1.34 | 6.81 | |
| Four Funds | Bogleheads | 1.02 | Jul 26 | 1.57 | 2.01 | 8.50 | |
| Second Grader's Starter | Paul Farrell | 1.01 | Jul 26 | 1.80 | 2.26 | 9.78 | |
| Margaritaville | Scott Burns | 1.00 | Jul 26 | 1.14 | 1.68 | 6.73 | |
| Simple Path to Wealth | JL Collins | 1.00 | Jul 26 | 2.57 | 2.56 | 10.03 | |
| All Weather Portfolio | Ray Dalio | 1.00 | Jul 26 | 1.78 | 0.82 | 3.13 | |
| US Inflation Protection | 0.99 | Jul 26 | 0.76 | 0.82 | 0.74 | ||
| Robo Advisor 0 | Betterment | 0.96 | Jul 26 | 0.57 | 0.83 | 1.06 | |
| Stocks/Bonds 80/20 | 0.96 | Jul 26 | 2.68 | 2.71 | 10.74 | ||
| All Country World 80/20 | 0.95 | Jul 26 | 1.41 | 1.96 | 8.32 | ||
| Sheltered Sam 0/100 | Bill Bernstein | 0.95 | Jul 26 | 0.63 | 0.82 | 0.95 | |
| Short Term Treasury | 0.92 | Jul 26 | 0.54 | 0.82 | 1.09 | ||
| Dedalo Four | Dedalo Invest | 0.92 | Jul 26 | 2.25 | 2.38 | 9.98 | |
| Dedalo Eleven | Dedalo Invest | 0.91 | Jul 26 | 2.05 | 2.49 | 8.66 | |
| Dimensional Retirement Income Fund | DFA | 0.91 | Jul 26 | -0.11 | 0.50 | 2.67 | |
| Edge Select Moderately Aggressive | Merrill Lynch | 0.91 | Jul 26 | 2.06 | 2.54 | 7.85 | |
| Couch Potato | Scott Burns | 0.90 | Jul 26 | 1.98 | 2.11 | 7.15 | |
| Edge Select Aggressive | Merrill Lynch | 0.88 | Jul 26 | 2.20 | 2.88 | 9.34 | |
| Perfect Portfolio | Ben Stein | 0.85 | Jul 26 | 1.43 | 2.05 | 8.31 | |
| Stocks/Bonds 60/40 2x Leveraged | 0.82 | Jul 26 | 5.18 | 3.86 | 14.19 | ||
| US Stocks | 0.81 | Jul 26 | 3.08 | 3.29 | 13.57 | ||
| Dedalo Three | Dedalo Invest | 0.81 | Jul 26 | 2.64 | 3.04 | 12.64 | |
| All Country World Stocks | 0.81 | Jul 26 | 1.59 | 2.45 | 10.46 | ||
| Stocks/Bonds 40/60 ESG | 0.80 | Jul 26 | 2.42 | 1.83 | 5.36 | ||
| Shield Strategy | Aim Ways | 0.76 | Jul 26 | 2.17 | 3.23 | 8.56 | |
| Developed World ex-US 40/60 Momentum | 0.75 | Jul 26 | 0.08 | -0.31 | 5.42 | ||
| Stocks/Bonds 20/80 Momentum | 0.54 | Jul 26 | 1.73 | 1.03 | 4.42 | ||
| Stocks/Bonds 60/40 ESG | 0.53 | Jul 26 | 3.01 | 2.58 | 8.31 | ||
| Developed World ex-US 60/40 Momentum | 0.46 | Jul 26 | -0.17 | -0.23 | 8.39 | ||
| US Cash | 0.42 | Jul 26 | 0.40 | 1.29 | 2.60 | ||
| Warren Buffett Portfolio | Warren Buffett | 0.09 | Jul 26 | 3.42 | 4.14 | 13.80 | |
| US Stocks ESG | 0.00 | Jul 26 | 4.12 | 4.00 | 14.22 | ||
| Developed World ex-US Stocks Momentum | -0.13 | Jul 26 | -0.64 | -0.08 | 14.32 | ||
| Stocks/Bonds 40/60 Momentum | -0.46 | Jul 26 | 2.51 | 1.89 | 9.43 | ||
| Emerging Markets Stocks | -0.54 | Jul 26 | 2.62 | 4.39 | 6.65 | ||
| US Stocks Quality | -0.82 | Jul 26 | 3.24 | 4.11 | 16.56 | ||
| Stocks/Bonds 60/40 Momentum | -1.47 | Jul 26 | 3.24 | 2.69 | 14.43 | ||
| Stocks/Bonds 80/20 Momentum | -2.47 | Jul 26 | 3.91 | 3.43 | 19.44 | ||
| Technology | -3.37 | Jul 26 | 6.47 | 8.08 | 17.33 | ||
| US Stocks Momentum | -3.48 | Jul 26 | 4.54 | 4.12 | 24.44 | ||
