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Strategic: DIY, ranked by Sortino

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.
   Sortino Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average10.7%***** 33.0%*****
 
Strategic 50-50s.5050Balanced11.4%***** 29.2%*****
Strategic 60-40 Portfolios.6040Balanced11.8%***** 35.5%*****
Strategic 70-30 Portfolios.7030High Equity12.1%***** 41.9%*****
7Twelve Israelsons.712Balanced13.6%***** 40.1%*****
Strategic 80-20 Portfolios.8020High Equity12.3%***** 48.6%*****
ETF Aggressives.aggrHigh Equity19.4%***** 52.2%*****
Lazy: Aronsons.aronHigh Equity19.4%***** 43.0%*****
Ben Stein inspireds.bensHigh Equity11.6%***** 43.3%*****
Harry Browne inspireds.browLow Equity2.9%***** 10.9%*****
Lazy: Ultimate Buy & Holds.buyhBalanced15.9%***** 33.2%*****
Lazy: Coffeehouses.coffBalanced16.2%***** 34.1%*****
Couch Potato: Scott Burnss.coucBalanced12.3%***** 32.9%*****
Ray Dalio inspireds.daliLow Equity6.9%***** 17.4%*****
Ben Graham 50-50s.grahBalanced12.4%***** 29.8%*****
Safe Haven Portfolios.haveBalanced5.4%***** 21.6%*****
Ivy Portfolios.ivypLow Equity10.0%***** 36.8%*****
Six Ways from Sundays.lazyBalanced8.0%***** 40.5%*****
Low Volatility Portfolios.lowvHigh Equity6.1%***** 15.5%*****
Lazy: Margaritavilles.margBalanced13.1%***** 39.4%*****
ETF Moderates.modeBalanced16.3%***** 36.5%*****
Lazy: No Brainers.nobrHigh Equity13.0%***** 45.4%*****
No Equity Portfolios.noeqLow Equity1.6%***** 7.8%*****
Permanent Pluss.plusLow Equity2.3%***** 14.4%*****
Lazy: Second Graders.secoHigh Equity12.8%***** 52.3%*****
Lazy: Smart Moneys.smarBalanced18.9%***** 37.4%*****
Black Swan Hyperinflations.swanLow Equity7.6%***** 45.3%*****
David Swensen inspireds.swenBalanced9.7%***** 32.3%*****
Talmud Broad Markets.talbLow Equity10.0%***** 31.7%*****
Talmud with Blue Chips.talcLow Equity8.0%***** 27.9%*****
Talmud Equities and Golds.talgLow Equity7.5%***** 34.8%*****
Talmud Dividend Equitiess.talmLow Equity7.4%***** 31.8%*****
Talmud with Small Caps.talsLow Equity17.1%***** 39.7%*****
Worst Case Scenarios.worsLow Equity1.8%***** 6.2%*****
Lazy: Yale Unconventionals.yaleHigh Equity9.5%***** 32.8%*****