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Strategic: DIY, ranked by M-squared

for period ending March 31, 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.
   M-squared Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average-7.0%***** 33.0%*****
 
Strategic 50-50s.5050Balanced-6.9%***** 29.2%*****
Strategic 60-40 Portfolios.6040Balanced-3.6%***** 35.5%*****
Strategic 70-30 Portfolios.7030High Equity-0.7%***** 41.9%*****
7Twelve Israelsons.712Balanced5.6%***** 40.1%*****
Strategic 80-20 Portfolios.8020High Equity1.8%***** 48.6%*****
ETF Aggressives.aggrHigh Equity15.0%***** 52.2%*****
Lazy: Aronsons.aronHigh Equity4.5%***** 43.0%*****
Ben Stein inspireds.bensHigh Equity1.9%***** 43.3%*****
Harry Browne inspireds.browLow Equity-36.0%***** 10.9%*****
Lazy: Ultimate Buy & Holds.buyhBalanced1.9%***** 33.2%*****
Lazy: Coffeehouses.coffBalanced0.4%***** 34.1%*****
Couch Potato: Scott Burnss.coucBalanced-1.5%***** 32.9%*****
Ray Dalio inspireds.daliLow Equity-18.3%***** 17.4%*****
Ben Graham 50-50s.grahBalanced-6.3%***** 29.8%*****
Safe Haven Portfolios.haveBalanced-19.5%***** 21.6%*****
Ivy Portfolios.ivypLow Equity2.6%***** 36.8%*****
Six Ways from Sundays.lazyBalanced-10.3%***** 40.5%*****
Low Volatility Portfolios.lowvHigh Equity-18.7%***** 15.5%*****
Lazy: Margaritavilles.margBalanced2.1%***** 39.4%*****
ETF Moderates.modeBalanced3.1%***** 36.5%*****
Lazy: No Brainers.nobrHigh Equity0.4%***** 45.4%*****
No Equity Portfolios.noeqLow Equity-44.0%***** 7.8%*****
Permanent Pluss.plusLow Equity-38.1%***** 14.4%*****
Lazy: Second Graders.secoHigh Equity3.8%***** 52.3%*****
Lazy: Smart Moneys.smarBalanced7.7%***** 37.4%*****
Black Swan Hyperinflations.swanLow Equity-1.3%***** 45.3%*****
David Swensen inspireds.swenBalanced-7.7%***** 32.3%*****
Talmud Broad Markets.talbLow Equity-6.5%***** 31.7%*****
Talmud with Blue Chips.talcLow Equity-9.5%***** 27.9%*****
Talmud Equities and Golds.talgLow Equity-10.9%***** 34.8%*****
Talmud Dividend Equitiess.talmLow Equity-10.5%***** 31.8%*****
Talmud with Small Caps.talsLow Equity7.9%***** 39.7%*****
Worst Case Scenarios.worsLow Equity-38.1%***** 6.2%*****
Lazy: Yale Unconventionals.yaleHigh Equity-8.4%***** 32.8%*****