Historical Return | Total Return, annualized | ||||||||||||||
Recipe Name | ID | Category | 2016 | 2017 | 2018 | 2019 | 2020 | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Group average | 8.7% | * | * | * | * | 33.0% | * | * | * | * | * | ||||
Strategic 50-50 | s.5050 | Balanced | 7.7% | * | * | * | * | 29.2% | * | * | * | * | * | ||
Strategic 60-40 Portfolio | s.6040 | Balanced | 8.8% | * | * | * | * | 35.5% | * | * | * | * | * | ||
Strategic 70-30 Portfolio | s.7030 | High Equity | 9.8% | * | * | * | * | 41.9% | * | * | * | * | * | ||
7Twelve Israelson | s.712 | Balanced | 10.9% | * | * | * | * | 40.1% | * | * | * | * | * | ||
Strategic 80-20 Portfolio | s.8020 | High Equity | 10.8% | * | * | * | * | 48.6% | * | * | * | * | * | ||
ETF Aggressive | s.aggr | High Equity | 11.7% | * | * | * | * | 52.2% | * | * | * | * | * | ||
Lazy: Aronson | s.aron | High Equity | 9.3% | * | * | * | * | 43.0% | * | * | * | * | * | ||
Ben Stein inspired | s.bens | High Equity | 8.3% | * | * | * | * | 43.3% | * | * | * | * | * | ||
Harry Browne inspired | s.brow | Low Equity | 6.2% | * | * | * | * | 10.9% | * | * | * | * | * | ||
Lazy: Ultimate Buy & Hold | s.buyh | Balanced | 7.2% | * | * | * | * | 33.2% | * | * | * | * | * | ||
Lazy: Coffeehouse | s.coff | Balanced | 9.5% | * | * | * | * | 34.1% | * | * | * | * | * | ||
Couch Potato: Scott Burns | s.couc | Balanced | 8.9% | * | * | * | * | 32.9% | * | * | * | * | * | ||
Ray Dalio inspired | s.dali | Low Equity | 9.0% | * | * | * | * | 17.4% | * | * | * | * | * | ||
Ben Graham 50-50 | s.grah | Balanced | 9.1% | * | * | * | * | 29.8% | * | * | * | * | * | ||
Safe Haven Portfolio | s.have | Balanced | 7.6% | * | * | * | * | 21.6% | * | * | * | * | * | ||
Ivy Portfolio | s.ivyp | Low Equity | 9.5% | * | * | * | * | 36.8% | * | * | * | * | * | ||
Six Ways from Sunday | s.lazy | Balanced | 10.3% | * | * | * | * | 40.5% | * | * | * | * | * | ||
Low Volatility Portfolio | s.lowv | High Equity | 3.9% | * | * | * | * | 15.5% | * | * | * | * | * | ||
Lazy: Margaritaville | s.marg | Balanced | 7.4% | * | * | * | * | 39.4% | * | * | * | * | * | ||
ETF Moderate | s.mode | Balanced | 9.1% | * | * | * | * | 36.5% | * | * | * | * | * | ||
Lazy: No Brainer | s.nobr | High Equity | 8.0% | * | * | * | * | 45.4% | * | * | * | * | * | ||
No Equity Portfolio | s.noeq | Low Equity | 6.5% | * | * | * | * | 7.8% | * | * | * | * | * | ||
Permanent Plus | s.plus | Low Equity | 6.0% | * | * | * | * | 14.4% | * | * | * | * | * | ||
Lazy: Second Grader | s.seco | High Equity | 9.2% | * | * | * | * | 52.3% | * | * | * | * | * | ||
Lazy: Smart Money | s.smar | Balanced | 9.3% | * | * | * | * | 37.4% | * | * | * | * | * | ||
Black Swan Hyperinflation | s.swan | Low Equity | 18.9% | * | * | * | * | 45.3% | * | * | * | * | * | ||
David Swensen inspired | s.swen | Balanced | 7.8% | * | * | * | * | 32.3% | * | * | * | * | * | ||
Talmud Broad Market | s.talb | Low Equity | 8.2% | * | * | * | * | 31.7% | * | * | * | * | * | ||
Talmud with Blue Chip | s.talc | Low Equity | 8.9% | * | * | * | * | 27.9% | * | * | * | * | * | ||
Talmud Equities and Gold | s.talg | Low Equity | 10.6% | * | * | * | * | 34.8% | * | * | * | * | * | ||
Talmud Dividend Equities | s.talm | Low Equity | 12.9% | * | * | * | * | 31.8% | * | * | * | * | * | ||
Talmud with Small Cap | s.tals | Low Equity | 10.6% | * | * | * | * | 39.7% | * | * | * | * | * | ||
Worst Case Scenario | s.wors | Low Equity | -2.4% | * | * | * | * | 6.2% | * | * | * | * | * | ||
Lazy: Yale Unconventional | s.yale | High Equity | 7.6% | * | * | * | * | 32.8% | * | * | * | * | * |