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Strategic: DIY, ranked by Total Return

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.
   Total Return VizMetrics Score
Recipe NameIDCategoryYear-to-dateSep 2021    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average7.7%-2.9%18.0%***** 67*****
 
Strategic 50-50s.5050Balanced6.5%-2.7%14.7%***** 63*****
Strategic 60-40 Portfolios.6040Balanced8.2%-3.1%18.0%***** 68*****
Strategic 70-30 Portfolios.7030High Equity9.9%-3.4%21.4%***** 73*****
7Twelve Israelsons.712Balanced10.3%-1.6%23.8%***** 81*****
Strategic 80-20 Portfolios.8020High Equity11.6%-3.8%24.9%***** 78*****
ETF Aggressives.aggrHigh Equity7.7%-3.4%25.0%***** 80*****
Lazy: Aronsons.aronHigh Equity6.5%-2.8%20.6%***** 73*****
Ben Stein inspireds.bensHigh Equity10.1%-2.8%23.5%***** 78*****
Harry Browne inspireds.browLow Equity-0.2%-2.7%3.0%***** 40*****
Lazy: Ultimate Buy & Holds.buyhBalanced6.8%-2.5%18.9%***** 71*****
Lazy: Coffeehouses.coffBalanced8.5%-2.7%20.4%***** 73*****
Couch Potato: Scott Burnss.coucBalanced9.1%-2.6%18.0%***** 69*****
Ray Dalio inspireds.daliLow Equity4.3%-1.7%9.9%***** 56*****
Ben Graham 50-50s.grahBalanced6.8%-2.1%17.5%***** 69*****
Safe Haven Portfolios.haveBalanced0.9%-3.9%8.3%***** 47*****
Ivy Portfolios.ivypLow Equity15.0%-2.0%26.8%***** 84*****
Six Ways from Sundays.lazyBalanced13.8%-1.1%28.6%***** 89*****
Low Volatility Portfolios.lowvHigh Equity2.8%-2.2%7.1%***** 49*****
Lazy: Margaritavilles.margBalanced8.3%-2.9%20.2%***** 72*****
ETF Moderates.modeBalanced6.5%-2.8%18.0%***** 69*****
Lazy: No Brainers.nobrHigh Equity9.4%-3.5%24.6%***** 78*****
No Equity Portfolios.noeqLow Equity1.8%-3.9%4.3%***** 39*****
Permanent Pluss.plusLow Equity-0.6%-3.9%2.5%***** 34*****
Lazy: Second Graders.secoHigh Equity10.7%-3.8%26.1%***** 80*****
Lazy: Smart Moneys.smarBalanced8.4%-2.3%20.5%***** 74*****
Black Swan Hyperinflations.swanLow Equity10.4%-0.1%23.2%***** 77*****
David Swensen inspireds.swenBalanced9.4%-3.7%19.5%***** 68*****
Talmud Broad Markets.talbLow Equity11.5%-3.7%20.7%***** 71*****
Talmud with Blue Chips.talcLow Equity10.6%-3.6%17.9%***** 65*****
Talmud Equities and Golds.talgLow Equity9.4%-4.5%18.6%***** 65*****
Talmud Dividend Equitiess.talmLow Equity8.8%-4.7%18.3%***** 64*****
Talmud with Small Caps.talsLow Equity11.3%-2.9%26.0%***** 83*****
Worst Case Scenarios.worsLow Equity-0.9%-0.1%1.4%***** 39*****
Lazy: Yale Unconventionals.yaleHigh Equity9.4%-3.7%19.7%***** 69*****