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Strategic: DIY, ranked by Total Return

for period ending July 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-dateJul 2020    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average2.3%4.1%8.2%***** 65*****
 
Strategic 50-50s.5050Balanced5.5%3.6%11.4%***** 75*****
Strategic 60-40 Portfolios.6040Balanced4.9%4.0%11.4%***** 72*****
Strategic 70-30 Portfolios.7030High Equity4.3%4.5%11.3%***** 69*****
7Twelve Israelsons.712Balanced-4.0%3.8%0.9%***** 50*****
Strategic 80-20 Portfolios.8020High Equity3.6%4.9%11.2%***** 66*****
ETF Aggressives.aggrHigh Equity0.4%4.7%6.8%***** 58*****
Lazy: Aronsons.aronHigh Equity2.3%4.2%8.9%***** 65*****
Ben Stein inspireds.bensHigh Equity-2.4%3.7%4.4%***** 56*****
Harry Browne inspireds.browLow Equity15.6%5.3%21.6%***** 100*****
Lazy: Ultimate Buy & Holds.buyhBalanced-2.2%2.7%3.0%***** 59*****
Lazy: Coffeehouses.coffBalanced-1.9%3.1%3.3%***** 57*****
Couch Potato: Scott Burnss.coucBalanced5.8%4.0%11.3%***** 74*****
Ray Dalio inspireds.daliLow Equity7.0%4.3%11.2%***** 77*****
Ben Graham 50-50s.grahBalanced-2.8%2.6%2.6%***** 57*****
Safe Haven Portfolios.haveBalanced1.9%5.9%10.1%***** 70*****
Ivy Portfolios.ivypLow Equity-4.3%3.9%1.4%***** 52*****
Six Ways from Sundays.lazyBalanced-6.7%2.7%-2.5%***** 43*****
Low Volatility Portfolios.lowvHigh Equity-1.6%2.7%2.0%***** 62*****
Lazy: Margaritavilles.margBalanced1.5%4.0%8.1%***** 65*****
ETF Moderates.modeBalanced1.9%4.0%8.2%***** 65*****
Lazy: No Brainers.nobrHigh Equity-1.3%3.8%5.5%***** 56*****
No Equity Portfolios.noeqLow Equity14.9%6.3%21.4%***** 95*****
Permanent Pluss.plusLow Equity25.8%7.7%34.4%***** 100*****
Lazy: Second Graders.secoHigh Equity0.0%4.8%8.2%***** 59*****
Lazy: Smart Moneys.smarBalanced-2.8%2.9%2.3%***** 55*****
Black Swan Hyperinflations.swanLow Equity-3.9%6.2%0.6%***** 46*****
David Swensen inspireds.swenBalanced2.5%4.3%9.3%***** 67*****
Talmud Broad Markets.talbLow Equity0.0%3.6%5.8%***** 60*****
Talmud with Blue Chips.talcLow Equity-2.7%2.2%2.2%***** 57*****
Talmud Equities and Golds.talgLow Equity6.3%6.7%14.4%***** 72*****
Talmud Dividend Equitiess.talmLow Equity1.4%5.7%8.6%***** 63*****
Talmud with Small Caps.talsLow Equity-5.3%2.2%-0.8%***** 48*****
Worst Case Scenarios.worsLow Equity13.0%1.6%12.6%***** 88*****
Lazy: Yale Unconventionals.yaleHigh Equity2.5%4.2%9.2%***** 67*****