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Strategic: DIY, ranked by Total Return

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.
   Total Return VizMetrics Score
Recipe NameIDCategoryYear-to-dateMar 2021    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average2.4%1.5%33.0%***** 56*****
 
Strategic 50-50s.5050Balanced1.4%1.2%29.2%***** 54*****
Strategic 60-40 Portfolios.6040Balanced2.4%1.7%35.5%***** 59*****
Strategic 70-30 Portfolios.7030High Equity3.4%2.2%41.9%***** 65*****
7Twelve Israelsons.712Balanced5.2%1.1%40.1%***** 64*****
Strategic 80-20 Portfolios.8020High Equity4.5%2.7%48.6%***** 71*****
ETF Aggressives.aggrHigh Equity4.3%1.6%52.2%***** 76*****
Lazy: Aronsons.aronHigh Equity2.3%0.7%43.0%***** 68*****
Ben Stein inspireds.bensHigh Equity5.3%2.4%43.3%***** 66*****
Harry Browne inspireds.browLow Equity-4.7%-0.7%10.9%***** 34*****
Lazy: Ultimate Buy & Holds.buyhBalanced3.8%1.8%33.2%***** 58*****
Lazy: Coffeehouses.coffBalanced4.1%1.9%34.1%***** 59*****
Couch Potato: Scott Burnss.coucBalanced2.4%1.7%32.9%***** 57*****
Ray Dalio inspireds.daliLow Equity-1.8%-0.4%17.4%***** 42*****
Ben Graham 50-50s.grahBalanced3.0%2.1%29.8%***** 54*****
Safe Haven Portfolios.haveBalanced-0.6%3.3%21.6%***** 44*****
Ivy Portfolios.ivypLow Equity5.3%1.5%36.8%***** 60*****
Six Ways from Sundays.lazyBalanced7.0%1.8%40.5%***** 62*****
Low Volatility Portfolios.lowvHigh Equity0.1%1.9%15.5%***** 40*****
Lazy: Margaritavilles.margBalanced3.0%1.7%39.4%***** 63*****
ETF Moderates.modeBalanced2.5%1.0%36.5%***** 61*****
Lazy: No Brainers.nobrHigh Equity4.1%1.9%45.4%***** 69*****
No Equity Portfolios.noeqLow Equity-5.5%-0.4%7.8%***** 29*****
Permanent Pluss.plusLow Equity-7.9%-1.5%14.4%***** 34*****
Lazy: Second Graders.secoHigh Equity4.6%2.4%52.3%***** 75*****
Lazy: Smart Moneys.smarBalanced4.9%2.1%37.4%***** 62*****
Black Swan Hyperinflations.swanLow Equity5.6%0.8%45.3%***** 66*****
David Swensen inspireds.swenBalanced2.1%1.6%32.3%***** 56*****
Talmud Broad Markets.talbLow Equity3.8%2.5%31.7%***** 55*****
Talmud with Blue Chips.talcLow Equity5.0%3.7%27.9%***** 51*****
Talmud Equities and Golds.talgLow Equity1.4%2.5%34.8%***** 57*****
Talmud Dividend Equitiess.talmLow Equity3.3%3.8%31.8%***** 54*****
Talmud with Small Caps.talsLow Equity7.1%2.2%39.7%***** 64*****
Worst Case Scenarios.worsLow Equity-1.0%-1.9%6.2%***** 29*****
Lazy: Yale Unconventionals.yaleHigh Equity2.1%1.7%32.8%***** 56*****