Standard Deviation | Total Return, annualized | ||||||||||||||
Recipe Name | ID | Category | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Group average | 19.3% | * | * | * | * | * | 12.2% | * | * | * | * | * | |||
Strategic 50-50 | s.5050 | Balanced | 16.3% | * | * | * | * | * | 15.1% | * | * | * | * | * | |
Strategic 60-40 Portfolio | s.6040 | Balanced | 19.3% | * | * | * | * | * | 16.4% | * | * | * | * | * | |
Strategic 70-30 Portfolio | s.7030 | High Equity | 22.5% | * | * | * | * | * | 17.6% | * | * | * | * | * | |
7Twelve Israelson | s.712 | Balanced | 21.9% | * | * | * | * | * | 7.7% | * | * | * | * | * | |
Strategic 80-20 Portfolio | s.8020 | High Equity | 25.7% | * | * | * | * | * | 18.8% | * | * | * | * | * | |
ETF Aggressive | s.aggr | High Equity | 26.0% | * | * | * | * | * | 18.0% | * | * | * | * | * | |
Lazy: Aronson | s.aron | High Equity | 22.8% | * | * | * | * | * | 18.0% | * | * | * | * | * | |
Ben Stein inspired | s.bens | High Equity | 23.1% | * | * | * | * | * | 11.0% | * | * | * | * | * | |
Harry Browne inspired | s.brow | Low Equity | 9.6% | * | * | * | * | * | 17.7% | * | * | * | * | * | |
Lazy: Ultimate Buy & Hold | s.buyh | Balanced | 18.0% | * | * | * | * | * | 9.8% | * | * | * | * | * | |
Lazy: Coffeehouse | s.coff | Balanced | 19.2% | * | * | * | * | * | 9.2% | * | * | * | * | * | |
Couch Potato: Scott Burns | s.couc | Balanced | 17.2% | * | * | * | * | * | 16.6% | * | * | * | * | * | |
Ray Dalio inspired | s.dali | Low Equity | 11.9% | * | * | * | * | * | 12.3% | * | * | * | * | * | |
Ben Graham 50-50 | s.grah | Balanced | 18.2% | * | * | * | * | * | 7.4% | * | * | * | * | * | |
Safe Haven Portfolio | s.have | Balanced | 15.7% | * | * | * | * | * | 7.9% | * | * | * | * | * | |
Ivy Portfolio | s.ivyp | Low Equity | 20.5% | * | * | * | * | * | 6.4% | * | * | * | * | * | |
Six Ways from Sunday | s.lazy | Balanced | 25.1% | * | * | * | * | * | 3.2% | * | * | * | * | * | |
Low Volatility Portfolio | s.lowv | High Equity | 11.5% | * | * | * | * | * | 2.9% | * | * | * | * | * | |
Lazy: Margaritaville | s.marg | Balanced | 21.0% | * | * | * | * | * | 15.1% | * | * | * | * | * | |
ETF Moderate | s.mode | Balanced | 19.8% | * | * | * | * | * | 14.1% | * | * | * | * | * | |
Lazy: No Brainer | s.nobr | High Equity | 25.2% | * | * | * | * | * | 13.7% | * | * | * | * | * | |
No Equity Portfolio | s.noeq | Low Equity | 12.7% | * | * | * | * | * | 13.5% | * | * | * | * | * | |
Permanent Plus | s.plus | Low Equity | 14.6% | * | * | * | * | * | 28.2% | * | * | * | * | * | |
Lazy: Second Grader | s.seco | High Equity | 27.9% | * | * | * | * | * | 16.9% | * | * | * | * | * | |
Lazy: Smart Money | s.smar | Balanced | 19.8% | * | * | * | * | * | 9.4% | * | * | * | * | * | |
Black Swan Hyperinflation | s.swan | Low Equity | 25.8% | * | * | * | * | * | 4.9% | * | * | * | * | * | |
David Swensen inspired | s.swen | Balanced | 19.6% | * | * | * | * | * | 12.7% | * | * | * | * | * | |
Talmud Broad Market | s.talb | Low Equity | 19.5% | * | * | * | * | * | 8.3% | * | * | * | * | * | |
Talmud with Blue Chip | s.talc | Low Equity | 17.0% | * | * | * | * | * | 4.8% | * | * | * | * | * | |
Talmud Equities and Gold | s.talg | Low Equity | 22.2% | * | * | * | * | * | 13.9% | * | * | * | * | * | |
Talmud Dividend Equities | s.talm | Low Equity | 20.3% | * | * | * | * | * | 7.6% | * | * | * | * | * | |
Talmud with Small Cap | s.tals | Low Equity | 21.2% | * | * | * | * | * | 7.1% | * | * | * | * | * | |
Worst Case Scenario | s.wors | Low Equity | 5.9% | * | * | * | * | * | 14.4% | * | * | * | * | * | |
Lazy: Yale Unconventional | s.yale | High Equity | 20.0% | * | * | * | * | * | 12.7% | * | * | * | * | * |