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Strategic: DIY, ranked by Total Return

for period ending June 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-dateJun 2021    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average8.3%0.7%23.9%***** 70*****
 
Strategic 50-50s.5050Balanced6.5%1.7%20.2%***** 66*****
Strategic 60-40 Portfolios.6040Balanced8.2%1.8%24.8%***** 72*****
Strategic 70-30 Portfolios.7030High Equity9.9%2.0%29.5%***** 79*****
7Twelve Israelsons.712Balanced11.6%1.0%29.9%***** 81*****
Strategic 80-20 Portfolios.8020High Equity11.6%2.2%34.3%***** 86*****
ETF Aggressives.aggrHigh Equity10.2%0.8%35.7%***** 91*****
Lazy: Aronsons.aronHigh Equity7.7%1.5%29.6%***** 81*****
Ben Stein inspireds.bensHigh Equity11.3%1.1%31.2%***** 81*****
Harry Browne inspireds.browLow Equity-0.1%-0.1%7.1%***** 42*****
Lazy: Ultimate Buy & Holds.buyhBalanced8.1%-0.1%24.7%***** 74*****
Lazy: Coffeehouses.coffBalanced9.2%0.7%25.4%***** 75*****
Couch Potato: Scott Burnss.coucBalanced8.2%1.6%24.1%***** 72*****
Ray Dalio inspireds.daliLow Equity3.6%1.1%13.4%***** 55*****
Ben Graham 50-50s.grahBalanced7.1%-0.0%21.3%***** 68*****
Safe Haven Portfolios.haveBalanced2.7%-2.2%15.1%***** 53*****
Ivy Portfolios.ivypLow Equity14.4%1.8%32.2%***** 83*****
Six Ways from Sundays.lazyBalanced14.4%1.4%30.0%***** 77*****
Low Volatility Portfolios.lowvHigh Equity3.1%0.7%10.8%***** 50*****
Lazy: Margaritavilles.margBalanced8.8%0.9%28.3%***** 78*****
ETF Moderates.modeBalanced7.9%1.5%25.6%***** 75*****
Lazy: No Brainers.nobrHigh Equity10.4%0.7%32.0%***** 83*****
No Equity Portfolios.noeqLow Equity1.7%-0.0%6.7%***** 39*****
Permanent Pluss.plusLow Equity-0.8%1.1%8.9%***** 40*****
Lazy: Second Graders.secoHigh Equity11.8%1.5%36.9%***** 90*****
Lazy: Smart Moneys.smarBalanced9.3%0.3%26.5%***** 77*****
Black Swan Hyperinflations.swanLow Equity12.2%-2.7%29.9%***** 74*****
David Swensen inspireds.swenBalanced9.6%1.9%25.5%***** 73*****
Talmud Broad Markets.talbLow Equity11.3%2.0%24.9%***** 72*****
Talmud with Blue Chips.talcLow Equity10.9%0.8%22.1%***** 67*****
Talmud Equities and Golds.talgLow Equity9.5%-0.7%25.2%***** 70*****
Talmud Dividend Equitiess.talmLow Equity10.0%-2.1%23.4%***** 66*****
Talmud with Small Caps.talsLow Equity12.6%1.4%30.2%***** 82*****
Worst Case Scenarios.worsLow Equity-1.0%-1.7%1.8%***** 33*****
Lazy: Yale Unconventionals.yaleHigh Equity9.6%1.8%25.6%***** 73*****