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