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Strategic: DIY, ranked by Sortino

for period ending June 30, 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.
   Sortino Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average8.0%***** 23.9%*****
 
Strategic 50-50s.5050Balanced8.2%***** 20.2%*****
Strategic 60-40 Portfolios.6040Balanced8.6%***** 24.8%*****
Strategic 70-30 Portfolios.7030High Equity8.9%***** 29.5%*****
7Twelve Israelsons.712Balanced10.5%***** 29.9%*****
Strategic 80-20 Portfolios.8020High Equity9.1%***** 34.3%*****
ETF Aggressives.aggrHigh Equity14.0%***** 35.7%*****
Lazy: Aronsons.aronHigh Equity14.0%***** 29.6%*****
Ben Stein inspireds.bensHigh Equity8.7%***** 31.2%*****
Harry Browne inspireds.browLow Equity1.9%***** 7.1%*****
Lazy: Ultimate Buy & Holds.buyhBalanced12.2%***** 24.7%*****
Lazy: Coffeehouses.coffBalanced12.5%***** 25.4%*****
Couch Potato: Scott Burnss.coucBalanced9.3%***** 24.1%*****
Ray Dalio inspireds.daliLow Equity5.4%***** 13.4%*****
Ben Graham 50-50s.grahBalanced9.2%***** 21.3%*****
Safe Haven Portfolios.haveBalanced3.3%***** 15.1%*****
Ivy Portfolios.ivypLow Equity8.9%***** 32.2%*****
Six Ways from Sundays.lazyBalanced6.2%***** 30.0%*****
Low Volatility Portfolios.lowvHigh Equity4.4%***** 10.8%*****
Lazy: Margaritavilles.margBalanced9.8%***** 28.3%*****
ETF Moderates.modeBalanced11.9%***** 25.6%*****
Lazy: No Brainers.nobrHigh Equity9.6%***** 32.0%*****
No Equity Portfolios.noeqLow Equity1.4%***** 6.7%*****
Permanent Pluss.plusLow Equity1.5%***** 8.9%*****
Lazy: Second Graders.secoHigh Equity9.5%***** 36.9%*****
Lazy: Smart Moneys.smarBalanced13.9%***** 26.5%*****
Black Swan Hyperinflations.swanLow Equity4.7%***** 29.9%*****
David Swensen inspireds.swenBalanced7.9%***** 25.5%*****
Talmud Broad Markets.talbLow Equity8.0%***** 24.9%*****
Talmud with Blue Chips.talcLow Equity6.5%***** 22.1%*****
Talmud Equities and Golds.talgLow Equity5.6%***** 25.2%*****
Talmud Dividend Equitiess.talmLow Equity4.9%***** 23.4%*****
Talmud with Small Caps.talsLow Equity13.5%***** 30.2%*****
Worst Case Scenarios.worsLow Equity0.5%***** 1.8%*****
Lazy: Yale Unconventionals.yaleHigh Equity7.6%***** 25.6%*****