Strategic: DIY, ranked by Risk vs. Return Compass

for period ending May 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

Risk vs. Return Compass is portfolio comparison tool that produces four distinct icons, each colored in red, green, blue, and yellow. These icons serve as indicators, illustrating the position of a particular recipe on the scatter plot concerning downside deviation and annual return.

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
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      Risk vs. Return Compass   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 201° * * * * * * * * * *   5.4% * * * * *
S&P 500 SPY Benchmark 34° * * * * * * * * * *   13.2% * * * * *
Strategic 50-50 s.5050 Balanced 217° * * * * * * * * * *   9.3% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark 0° * * * * * * * * * *   10.0% * * * * *
7Twelve Israelson s.712 Balanced 187° * * * * * * * * * *   6.6% * * * * *
Couch Potato: Scott Burns s.couc Balanced 232° * * * * * * * * * *   9.3% * * * * *
Ben Graham 50-50 s.grah Balanced 193° * * * * * * * * * *   9.0% * * * * *
Safe Haven Portfolio s.have Balanced 4° * * * * * * * * * *   17.5% * * * * *
Six Ways from Sunday s.lazy Balanced 164° * * * * * * * * * *   7.1% * * * * *
ETF Moderate s.mode Balanced 197° * * * * * * * * * *   9.0% * * * * *
David Swensen inspired s.swen Balanced 101° * * * * * * * * * *   9.7% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Balanced 198° * * * * * * * * * *   7.9% * * * * *
Lazy: Coffeehouse s.coff Balanced 169° * * * * * * * * * *   6.9% * * * * *
Lazy: Margaritaville s.marg Balanced 275° * * * * * * * * * *   10.1% * * * * *
Lazy: Smart Money s.smar Balanced 200° * * * * * * * * * *   8.0% * * * * *
Strategic 70-30 Portfolio s.7030 High Equity 41° * * * * * * * * * *   10.7% * * * * *
Strategic 80-20 Portfolio s.8020 High Equity 43° * * * * * * * * * *   11.4% * * * * *
ETF Aggressive s.aggr High Equity 189° * * * * * * * * * *   8.9% * * * * *
Ben Stein inspired s.bens High Equity 306° * * * * * * * * * *   10.6% * * * * *
Low Volatility Portfolio s.lowv High Equity 319° * * * * * * * * * *   12.4% * * * * *
Lazy: Aronson s.aron High Equity 161° * * * * * * * * * *   9.2% * * * * *
Lazy: No Brainer s.nobr High Equity 133° * * * * * * * * * *   9.6% * * * * *
Lazy: Second Grader s.seco High Equity 9° * * * * * * * * * *   12.1% * * * * *
Lazy: Yale Unconventional s.yale High Equity 93° * * * * * * * * * *   9.9% * * * * *
Harry Browne inspired s.brow Low Equity 336° * * * * * * * * * *   14.2% * * * * *
Ray Dalio inspired s.dali Low Equity 224° * * * * * * * * * *   7.8% * * * * *
Ivy Portfolio s.ivyp Low Equity 195° * * * * * * * * * *   7.8% * * * * *
No Equity Portfolio s.noeq Low Equity 13° * * * * * * * * * *   16.7% * * * * *
Permanent Plus s.plus Low Equity 346° * * * * * * * * * *   19.0% * * * * *
Black Swan Hyperinflation s.swan Low Equity 227° * * * * * * * * * *   9.1% * * * * *
Talmud Dividend Equities s.talm Low Equity 11° * * * * * * * * * *   19.3% * * * * *
Worst Case Scenario s.wors Low Equity 291° * * * * * * * * * *   10.9% * * * * *
Talmud with Blue Chip s.talc Low Equity 93° * * * * * * * * * *   9.9% * * * * *
Talmud Broad Market s.talb Low Equity 80° * * * * * * * * * *   10.2% * * * * *
Talmud with Small Cap s.tals Low Equity 149° * * * * * * * * * *   6.4% * * * * *
Talmud Equities and Gold s.talg Low Equity 1° * * * * * * * * * *   21.8% * * * * *