Strategic: DIY, ranked by Risk vs. Return Compass

for period ending April 30, 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 220° * * * * * * * * * *   7.9% * * * * *
S&P 500 SPY Benchmark 48° * * * * * * * * * *   11.9% * * * * *
Strategic 50-50 s.5050 Balanced 238° * * * * * * * * * *   9.7% * * * * *
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 253° * * * * * * * * * *   9.8% * * * * *
Ben Graham 50-50 s.grah Balanced 315° * * * * * * * * * *   10.2% * * * * *
Safe Haven Portfolio s.have Balanced 4° * * * * * * * * * *   20.7% * * * * *
Six Ways from Sunday s.lazy Balanced 160° * * * * * * * * * *   7.8% * * * * *
ETF Moderate s.mode Balanced 206° * * * * * * * * * *   9.5% * * * * *
David Swensen inspired s.swen Balanced 48° * * * * * * * * * *   11.2% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Balanced 201° * * * * * * * * * *   8.3% * * * * *
Lazy: Coffeehouse s.coff Balanced 164° * * * * * * * * * *   7.7% * * * * *
Lazy: Margaritaville s.marg Balanced 277° * * * * * * * * * *   10.2% * * * * *
Lazy: Smart Money s.smar Balanced 199° * * * * * * * * * *   7.8% * * * * *
Strategic 70-30 Portfolio s.7030 High Equity 63° * * * * * * * * * *   10.3% * * * * *
Strategic 80-20 Portfolio s.8020 High Equity 64° * * * * * * * * * *   10.6% * * * * *
ETF Aggressive s.aggr High Equity 187° * * * * * * * * * *   8.5% * * * * *
Ben Stein inspired s.bens High Equity 274° * * * * * * * * * *   10.1% * * * * *
Low Volatility Portfolio s.lowv High Equity 329° * * * * * * * * * *   13.4% * * * * *
Lazy: Aronson s.aron High Equity 169° * * * * * * * * * *   8.8% * * * * *
Lazy: No Brainer s.nobr High Equity 119° * * * * * * * * * *   9.8% * * * * *
Lazy: Second Grader s.seco High Equity 15° * * * * * * * * * *   11.1% * * * * *
Lazy: Yale Unconventional s.yale High Equity 35° * * * * * * * * * *   11.3% * * * * *
Harry Browne inspired s.brow Low Equity 343° * * * * * * * * * *   16.3% * * * * *
Ray Dalio inspired s.dali Low Equity 246° * * * * * * * * * *   9.1% * * * * *
Ivy Portfolio s.ivyp Low Equity 199° * * * * * * * * * *   8.3% * * * * *
No Equity Portfolio s.noeq Low Equity 9° * * * * * * * * * *   21.1% * * * * *
Permanent Plus s.plus Low Equity 349° * * * * * * * * * *   20.9% * * * * *
Black Swan Hyperinflation s.swan Low Equity 213° * * * * * * * * * *   8.5% * * * * *
Talmud Dividend Equities s.talm Low Equity 10° * * * * * * * * * *   21.1% * * * * *
Worst Case Scenario s.wors Low Equity 308° * * * * * * * * * *   12.2% * * * * *
Talmud with Blue Chip s.talc Low Equity 49° * * * * * * * * * *   11.3% * * * * *
Talmud Broad Market s.talb Low Equity 38° * * * * * * * * * *   11.7% * * * * *
Talmud with Small Cap s.tals Low Equity 134° * * * * * * * * * *   7.9% * * * * *
Talmud Equities and Gold s.talg Low Equity 1° * * * * * * * * * *   23.3% * * * * *