Strategic: DIY, ranked by Historical Return

for period ending December 31, 2020

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.

Recipe Name	ID	Category	2015	2016	2017	2018	2019	1 year	3 year	5 year	7 year	10 year	15 year
			Historical Return						Total Return, annualized
		Group average	-2.3%	*	*	*	*	12.2%	*	*	*	*	*

Strategic 50-50	s.5050	Balanced	0.7%	*	*	*	*	15.1%	*	*	*	*	*
Strategic 60-40 Portfolio	s.6040	Balanced	0.7%	*	*	*	*	16.4%	*	*	*	*	*
Strategic 70-30 Portfolio	s.7030	High Equity	0.6%	*	*	*	*	17.6%	*	*	*	*	*
7Twelve Israelson	s.712	Balanced	-7.1%	*	*	*	*	7.7%	*	*	*	*	*
Strategic 80-20 Portfolio	s.8020	High Equity	0.6%	*	*	*	*	18.8%	*	*	*	*	*
ETF Aggressive	s.aggr	High Equity	-6.6%	*	*	*	*	18.0%	*	*	*	*	*
Lazy: Aronson	s.aron	High Equity	-2.1%	*	*	*	*	18.0%	*	*	*	*	*
Ben Stein inspired	s.bens	High Equity	-2.4%	*	*	*	*	11.0%	*	*	*	*	*
Harry Browne inspired	s.brow	Low Equity	-2.5%	*	*	*	*	17.7%	*	*	*	*	*
Lazy: Ultimate Buy & Hold	s.buyh	Balanced	-1.6%	*	*	*	*	9.8%	*	*	*	*	*
Lazy: Coffeehouse	s.coff	Balanced	-0.6%	*	*	*	*	9.2%	*	*	*	*	*
Couch Potato: Scott Burns	s.couc	Balanced	-0.5%	*	*	*	*	16.6%	*	*	*	*	*
Ray Dalio inspired	s.dali	Low Equity	-3.4%	*	*	*	*	12.3%	*	*	*	*	*
Ben Graham 50-50	s.grah	Balanced	-2.5%	*	*	*	*	7.4%	*	*	*	*	*
Safe Haven Portfolio	s.have	Balanced	-4.0%	*	*	*	*	7.9%	*	*	*	*	*
Ivy Portfolio	s.ivyp	Low Equity	-5.6%	*	*	*	*	6.4%	*	*	*	*	*
Six Ways from Sunday	s.lazy	Balanced	-5.5%	*	*	*	*	3.2%	*	*	*	*	*
Low Volatility Portfolio	s.lowv	High Equity	-0.1%	*	*	*	*	2.9%	*	*	*	*	*
Lazy: Margaritaville	s.marg	Balanced	-1.7%	*	*	*	*	15.1%	*	*	*	*	*
ETF Moderate	s.mode	Balanced	-2.1%	*	*	*	*	14.1%	*	*	*	*	*
Lazy: No Brainer	s.nobr	High Equity	-0.8%	*	*	*	*	13.7%	*	*	*	*	*
No Equity Portfolio	s.noeq	Low Equity	-3.1%	*	*	*	*	13.5%	*	*	*	*	*
Permanent Plus	s.plus	Low Equity	-1.9%	*	*	*	*	28.2%	*	*	*	*	*
Lazy: Second Grader	s.seco	High Equity	-1.0%	*	*	*	*	16.9%	*	*	*	*	*
Lazy: Smart Money	s.smar	Balanced	-0.7%	*	*	*	*	9.4%	*	*	*	*	*
Black Swan Hyperinflation	s.swan	Low Equity	-15.4%	*	*	*	*	4.9%	*	*	*	*	*
David Swensen inspired	s.swen	Balanced	-0.4%	*	*	*	*	12.7%	*	*	*	*	*
Talmud Broad Market	s.talb	Low Equity	1.5%	*	*	*	*	8.3%	*	*	*	*	*
Talmud with Blue Chip	s.talc	Low Equity	1.8%	*	*	*	*	4.8%	*	*	*	*	*
Talmud Equities and Gold	s.talg	Low Equity	-2.1%	*	*	*	*	13.9%	*	*	*	*	*
Talmud Dividend Equities	s.talm	Low Equity	-2.6%	*	*	*	*	7.6%	*	*	*	*	*
Talmud with Small Cap	s.tals	Low Equity	-0.1%	*	*	*	*	7.1%	*	*	*	*	*
Worst Case Scenario	s.wors	Low Equity	-6.6%	*	*	*	*	14.4%	*	*	*	*	*
Lazy: Yale Unconventional	s.yale	High Equity	-0.4%	*	*	*	*	12.7%	*	*	*	*	*

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