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Strategic: DIY, ranked by M-squared

for period ending July 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.
   M-squared Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average1.8%***** 8.2%*****
 
Strategic 50-50s.5050Balanced6.9%***** 11.4%*****
Strategic 60-40 Portfolios.6040Balanced4.3%***** 11.4%*****
Strategic 70-30 Portfolios.7030High Equity2.4%***** 11.3%*****
7Twelve Israelsons.712Balanced-11.1%***** 0.9%*****
Strategic 80-20 Portfolios.8020High Equity0.8%***** 11.2%*****
ETF Aggressives.aggrHigh Equity-4.5%***** 6.8%*****
Lazy: Aronsons.aronHigh Equity-0.7%***** 8.9%*****
Ben Stein inspireds.bensHigh Equity-6.9%***** 4.4%*****
Harry Browne inspireds.browLow Equity44.3%***** 21.6%*****
Lazy: Ultimate Buy & Holds.buyhBalanced-7.8%***** 3.0%*****
Lazy: Coffeehouses.coffBalanced-7.7%***** 3.3%*****
Couch Potato: Scott Burnss.coucBalanced6.1%***** 11.3%*****
Ray Dalio inspireds.daliLow Equity11.7%***** 11.2%*****
Ben Graham 50-50s.grahBalanced-8.6%***** 2.6%*****
Safe Haven Portfolios.haveBalanced3.0%***** 10.1%*****
Ivy Portfolios.ivypLow Equity-10.5%***** 1.4%*****
Six Ways from Sundays.lazyBalanced-14.8%***** -2.5%*****
Low Volatility Portfolios.lowvHigh Equity-8.9%***** 2.0%*****
Lazy: Margaritavilles.margBalanced-1.2%***** 8.1%*****
ETF Moderates.modeBalanced-0.8%***** 8.2%*****
Lazy: No Brainers.nobrHigh Equity-5.8%***** 5.5%*****
No Equity Portfolios.noeqLow Equity25.2%***** 21.4%*****
Permanent Pluss.plusLow Equity53.7%***** 34.4%*****
Lazy: Second Graders.secoHigh Equity-3.3%***** 8.2%*****
Lazy: Smart Moneys.smarBalanced-9.2%***** 2.3%*****
Black Swan Hyperinflations.swanLow Equity-11.4%***** 0.6%*****
David Swensen inspireds.swenBalanced1.0%***** 9.3%*****
Talmud Broad Markets.talbLow Equity-4.5%***** 5.8%*****
Talmud with Blue Chips.talcLow Equity-9.2%***** 2.2%*****
Talmud Equities and Golds.talgLow Equity5.1%***** 14.4%*****
Talmud Dividend Equitiess.talmLow Equity-1.6%***** 8.6%*****
Talmud with Small Caps.talsLow Equity-13.4%***** -0.8%*****
Worst Case Scenarios.worsLow Equity37.4%***** 12.6%*****
Lazy: Yale Unconventionals.yaleHigh Equity0.7%***** 9.2%*****