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Strategic: DIY, ranked by Total Return

for period ending December 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.
   Total Return VizMetrics Score
Recipe NameIDCategoryYear-to-dateDec 2020    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average12.2%3.4%12.2%***** 87*****
 
Strategic 50-50s.5050Balanced15.1%2.4%15.1%***** 100*****
Strategic 60-40 Portfolios.6040Balanced16.4%2.9%16.4%***** 100*****
Strategic 70-30 Portfolios.7030High Equity17.6%3.3%17.6%***** 99*****
7Twelve Israelsons.712Balanced7.7%3.8%7.7%***** 73*****
Strategic 80-20 Portfolios.8020High Equity18.8%3.8%18.8%***** 97*****
ETF Aggressives.aggrHigh Equity18.0%5.1%18.0%***** 93*****
Lazy: Aronsons.aronHigh Equity18.0%4.2%18.0%***** 99*****
Ben Stein inspireds.bensHigh Equity11.0%3.8%11.0%***** 81*****
Harry Browne inspireds.browLow Equity17.7%2.6%17.7%***** 100*****
Lazy: Ultimate Buy & Holds.buyhBalanced9.8%3.5%9.8%***** 85*****
Lazy: Coffeehouses.coffBalanced9.2%3.1%9.2%***** 82*****
Couch Potato: Scott Burnss.coucBalanced16.6%2.9%16.6%***** 100*****
Ray Dalio inspireds.daliLow Equity12.3%2.4%12.3%***** 100*****
Ben Graham 50-50s.grahBalanced7.4%2.3%7.4%***** 79*****
Safe Haven Portfolios.haveBalanced7.9%3.5%7.9%***** 83*****
Ivy Portfolios.ivypLow Equity6.4%3.7%6.4%***** 72*****
Six Ways from Sundays.lazyBalanced3.2%3.7%3.2%***** 58*****
Low Volatility Portfolios.lowvHigh Equity2.9%2.1%2.9%***** 78*****
Lazy: Margaritavilles.margBalanced15.1%3.8%15.1%***** 94*****
ETF Moderates.modeBalanced14.1%3.4%14.1%***** 93*****
Lazy: No Brainers.nobrHigh Equity13.7%4.2%13.7%***** 84*****
No Equity Portfolios.noeqLow Equity13.5%2.8%13.5%***** 100*****
Permanent Pluss.plusLow Equity28.2%3.4%28.2%***** 100*****
Lazy: Second Graders.secoHigh Equity16.9%4.4%16.9%***** 88*****
Lazy: Smart Moneys.smarBalanced9.4%3.2%9.4%***** 81*****
Black Swan Hyperinflations.swanLow Equity4.9%5.6%4.9%***** 60*****
David Swensen inspireds.swenBalanced12.7%3.1%12.7%***** 90*****
Talmud Broad Markets.talbLow Equity8.3%2.5%8.3%***** 78*****
Talmud with Blue Chips.talcLow Equity4.8%2.0%4.8%***** 74*****
Talmud Equities and Golds.talgLow Equity13.9%4.8%13.9%***** 89*****
Talmud Dividend Equitiess.talmLow Equity7.6%4.2%7.6%***** 75*****
Talmud with Small Caps.talsLow Equity7.1%3.8%7.1%***** 72*****
Worst Case Scenarios.worsLow Equity14.4%2.3%14.4%***** 100*****
Lazy: Yale Unconventionals.yaleHigh Equity12.7%3.1%12.7%***** 90*****