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Strategic: DIY, ranked by Historical Return

for period ending June 30, 2021
 
Use the table below to compare the performance of all the portfolios in this peer group. You may sort by any column by clicking on the column headings in the gray row.
   Historical Return Total Return, annualized
Recipe NameIDCategory20162017201820192020 1 year3 year5 year7 year10 year15 year
  Group average8.7%**** 23.9%*****
 
Strategic 50-50s.5050Balanced7.7%**** 20.2%*****
Strategic 60-40 Portfolios.6040Balanced8.8%**** 24.8%*****
Strategic 70-30 Portfolios.7030High Equity9.8%**** 29.5%*****
7Twelve Israelsons.712Balanced10.9%**** 29.9%*****
Strategic 80-20 Portfolios.8020High Equity10.8%**** 34.3%*****
ETF Aggressives.aggrHigh Equity11.7%**** 35.7%*****
Lazy: Aronsons.aronHigh Equity9.3%**** 29.6%*****
Ben Stein inspireds.bensHigh Equity8.3%**** 31.2%*****
Harry Browne inspireds.browLow Equity6.2%**** 7.1%*****
Lazy: Ultimate Buy & Holds.buyhBalanced7.2%**** 24.7%*****
Lazy: Coffeehouses.coffBalanced9.5%**** 25.4%*****
Couch Potato: Scott Burnss.coucBalanced8.9%**** 24.1%*****
Ray Dalio inspireds.daliLow Equity9.0%**** 13.4%*****
Ben Graham 50-50s.grahBalanced9.1%**** 21.3%*****
Safe Haven Portfolios.haveBalanced7.6%**** 15.1%*****
Ivy Portfolios.ivypLow Equity9.5%**** 32.2%*****
Six Ways from Sundays.lazyBalanced10.3%**** 30.0%*****
Low Volatility Portfolios.lowvHigh Equity3.9%**** 10.8%*****
Lazy: Margaritavilles.margBalanced7.4%**** 28.3%*****
ETF Moderates.modeBalanced9.1%**** 25.6%*****
Lazy: No Brainers.nobrHigh Equity8.0%**** 32.0%*****
No Equity Portfolios.noeqLow Equity6.5%**** 6.7%*****
Permanent Pluss.plusLow Equity6.0%**** 8.9%*****
Lazy: Second Graders.secoHigh Equity9.2%**** 36.9%*****
Lazy: Smart Moneys.smarBalanced9.3%**** 26.5%*****
Black Swan Hyperinflations.swanLow Equity18.9%**** 29.9%*****
David Swensen inspireds.swenBalanced7.8%**** 25.5%*****
Talmud Broad Markets.talbLow Equity8.2%**** 24.9%*****
Talmud with Blue Chips.talcLow Equity8.9%**** 22.1%*****
Talmud Equities and Golds.talgLow Equity10.6%**** 25.2%*****
Talmud Dividend Equitiess.talmLow Equity12.9%**** 23.4%*****
Talmud with Small Caps.talsLow Equity10.6%**** 30.2%*****
Worst Case Scenarios.worsLow Equity-2.4%**** 1.8%*****
Lazy: Yale Unconventionals.yaleHigh Equity7.6%**** 25.6%*****