Strategic: DIY, ranked by Beta

for period ending March 31, 2025

More ways to view this list of Portfolio Recipes:
Recipe Summary Page (Total Return with Maximum Drawdown Scatterplots)
by Return: Total Return (1, 3, 5, 10, 15, 20 years), Historical Return (past 5 years)
by Risk vs. Return: Risk vs. Return Compass, M-Squared, Alpha, Sharpe Ratio, Sortino Ratio, Treynor Ratio
by Volatility / Risk: Maximum Drawdown, Standard Deviation, Downside Deviation, Beta
by Peer Group: Strategic: DIY, Tactical: DIY, Tactical: Managed

Beta measures the volatility vs. the S&P 500 equity benchmark, as represented by the SPY exchange-traded fund. A beta of 1.10 means that the asset class is 10% more volatile than the benchmark.

Note: Access to the sortable list for all years (including 3-, 5-, 10-, 15-, and 20-year metrics) is only available to paid subscribers. Subscribe to view the complete version of this Recipe Summary page.

Portfolio Recipes: Strategic: DIY Peer Group
Sort by any column by clicking on the gray column heading.

      Beta   Total Return, annualized
Recipe Name ID Category 1 year 3 year 5 year 10 year 15 year 20 year   1 year 3 year 5 year 10 year 15 year 20 year
    Group average  
 
U.S. Total Bond Market BND Benchmark 0.27 * * * * *   4.9% * * * * *
S&P 500 SPY Benchmark 1.00 * * * * *   8.3% * * * * *
Strategic 50-50 s.5050 Balanced 0.66 * * * * *   6.2% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark 0.74 * * * * *   6.4% * * * * *
7Twelve Israelson s.712 Balanced 0.49 * * * * *   4.8% * * * * *
Couch Potato: Scott Burns s.couc Balanced 0.62 * * * * *   6.8% * * * * *
Ben Graham 50-50 s.grah Balanced 0.46 * * * * *   7.2% * * * * *
Safe Haven Portfolio s.have Balanced 0.18 * * * * *   18.3% * * * * *
Six Ways from Sunday s.lazy Balanced 0.54 * * * * *   5.4% * * * * *
ETF Moderate s.mode Balanced 0.61 * * * * *   6.1% * * * * *
David Swensen inspired s.swen Balanced 0.72 * * * * *   6.4% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Balanced 0.49 * * * * *   4.6% * * * * *
Lazy: Coffeehouse s.coff Balanced 0.68 * * * * *   4.3% * * * * *
Lazy: Margaritaville s.marg Balanced 0.54 * * * * *   7.2% * * * * *
Lazy: Smart Money s.smar Balanced 0.56 * * * * *   4.9% * * * * *
Strategic 70-30 Portfolio s.7030 High Equity 0.82 * * * * *   6.6% * * * * *
Strategic 80-20 Portfolio s.8020 High Equity 0.90 * * * * *   6.8% * * * * *
ETF Aggressive s.aggr High Equity 0.61 * * * * *   5.1% * * * * *
Ben Stein inspired s.bens High Equity 0.57 * * * * *   7.1% * * * * *
Low Volatility Portfolio s.lowv High Equity 0.18 * * * * *   10.9% * * * * *
Lazy: Aronson s.aron High Equity 0.69 * * * * *   4.3% * * * * *
Lazy: No Brainer s.nobr High Equity 0.73 * * * * *   5.0% * * * * *
Lazy: Second Grader s.seco High Equity 0.76 * * * * *   7.4% * * * * *
Lazy: Yale Unconventional s.yale High Equity 0.72 * * * * *   6.4% * * * * *
Harry Browne inspired s.brow Low Equity 0.33 * * * * *   12.7% * * * * *
Ray Dalio inspired s.dali Low Equity 0.36 * * * * *   7.2% * * * * *
Ivy Portfolio s.ivyp Low Equity 0.49 * * * * *   6.5% * * * * *
No Equity Portfolio s.noeq Low Equity 0.41 * * * * *   15.8% * * * * *
Permanent Plus s.plus Low Equity 0.46 * * * * *   15.6% * * * * *
Black Swan Hyperinflation s.swan Low Equity -0.08 * * * * *   11.5% * * * * *
Talmud Dividend Equities s.talm Low Equity 0.40 * * * * *   18.0% * * * * *
Worst Case Scenario s.wors Low Equity -0.09 * * * * *   9.0% * * * * *
Talmud with Blue Chip s.talc Low Equity 0.74 * * * * *   7.5% * * * * *
Talmud Broad Market s.talb Low Equity 0.79 * * * * *   7.3% * * * * *
Talmud with Small Cap s.tals Low Equity 0.83 * * * * *   3.8% * * * * *
Talmud Equities and Gold s.talg Low Equity 0.55 * * * * *   18.6% * * * * *