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Strategic: DIY, ranked by Sortino

for period ending September 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 average5.2%***** 18.0%*****
 
Strategic 50-50s.5050Balanced4.5%***** 14.7%*****
Strategic 60-40 Portfolios.6040Balanced4.9%***** 18.0%*****
Strategic 70-30 Portfolios.7030High Equity5.3%***** 21.4%*****
7Twelve Israelsons.712Balanced11.8%***** 23.8%*****
Strategic 80-20 Portfolios.8020High Equity5.5%***** 24.9%*****
ETF Aggressives.aggrHigh Equity6.6%***** 25.0%*****
Lazy: Aronsons.aronHigh Equity6.5%***** 20.6%*****
Ben Stein inspireds.bensHigh Equity6.6%***** 23.5%*****
Harry Browne inspireds.browLow Equity0.7%***** 3.0%*****
Lazy: Ultimate Buy & Holds.buyhBalanced6.7%***** 18.9%*****
Lazy: Coffeehouses.coffBalanced6.7%***** 20.4%*****
Couch Potato: Scott Burnss.coucBalanced5.8%***** 18.0%*****
Ray Dalio inspireds.daliLow Equity4.1%***** 9.9%*****
Ben Graham 50-50s.grahBalanced6.6%***** 17.5%*****
Safe Haven Portfolios.haveBalanced1.6%***** 8.3%*****
Ivy Portfolios.ivypLow Equity8.0%***** 26.8%*****
Six Ways from Sundays.lazyBalanced12.0%***** 28.6%*****
Low Volatility Portfolios.lowvHigh Equity2.2%***** 7.1%*****
Lazy: Margaritavilles.margBalanced5.6%***** 20.2%*****
ETF Moderates.modeBalanced5.8%***** 18.0%*****
Lazy: No Brainers.nobrHigh Equity5.8%***** 24.6%*****
No Equity Portfolios.noeqLow Equity0.8%***** 4.3%*****
Permanent Pluss.plusLow Equity0.4%***** 2.5%*****
Lazy: Second Graders.secoHigh Equity5.6%***** 26.1%*****
Lazy: Smart Moneys.smarBalanced8.0%***** 20.5%*****
Black Swan Hyperinflations.swanLow Equity6.7%***** 23.2%*****
David Swensen inspireds.swenBalanced4.2%***** 19.5%*****
Talmud Broad Markets.talbLow Equity4.6%***** 20.7%*****
Talmud with Blue Chips.talcLow Equity3.8%***** 17.9%*****
Talmud Equities and Golds.talgLow Equity3.5%***** 18.6%*****
Talmud Dividend Equitiess.talmLow Equity3.2%***** 18.3%*****
Talmud with Small Caps.talsLow Equity8.2%***** 26.0%*****
Worst Case Scenarios.worsLow Equity0.4%***** 1.4%*****
Lazy: Yale Unconventionals.yaleHigh Equity4.2%***** 19.7%*****