Strategic: DIY, ranked by Risk vs. Return Compass
for period ending October 31, 2026
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: The Free plan includes full multi-year analytics for all 200+ Portfolio Recipes. Click any recipe name to view its complete performance details. Investable percentage allocations require a paid plan.
Portfolio Recipes: Strategic: DIY Peer Group
Sort by any column by clicking on the gray column heading.
| 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 | 
|
190° |
|
188° |
|
205° |
|
204° |
|
203° |
|
221° | 0.2% | 5.5% | -0.2% | 1.5% | 1.9% | 3.0% | |
| S&P 500 | SPY | Benchmark | 
|
18° |
|
13° |
|
27° |
|
32° |
|
32° |
|
54° | 12.0% | 23.3% | 12.0% | 15.3% | 14.7% | 10.9% | |
| Strategic 50-50 | s.5050 | Balanced |
|
194° |
|
193° |
|
211° |
|
213° |
|
213° |
|
233° | 6.2% | 14.2% | 5.5% | 8.3% | 8.2% | 7.2% | |
| Strategic 60-40 Portfolio | s.6040 | Benchmark | 
|
0° |
|
0° |
|
0° |
|
0° |
|
0° |
|
0° | 7.4% | 15.9% | 6.6% | 9.6% | 9.4% | 7.9% | |
| 7Twelve Israelson | s.712 | Balanced |
|
358° |
|
203° |
|
229° | 
|
162° |
|
165° | 14.3% | 15.0% | 6.3% | 7.6% | 6.3% | ||||
| Couch Potato: Scott Burns | s.couc | Balanced |
|
197° |
|
198° |
|
212° |
|
217° |
|
206° |
|
218° | 6.0% | 13.7% | 5.6% | 8.7% | 8.2% | 7.3% | |
| Ben Graham 50-50 | s.grah | Balanced |
|
25° |
|
178° |
|
212° |
|
186° |
|
184° |
|
179° | 9.8% | 13.6% | 5.8% | 6.9% | 6.7% | 5.8% | |
| Safe Haven Portfolio | s.have | Balanced |
|
88° |
|
54° |
|
6° |
|
179° |
|
171° | 7.5% | 17.4% | 8.9% | 7.9% | 6.7% | ||||
| Six Ways from Sunday | s.lazy | Balanced |
|
4° |
|
157° |
|
67° |
|
138° |
|
147° | 14.7% | 14.8% | 6.9% | 7.7% | 6.9% | ||||
| ETF Moderate | s.mode | Balanced |
|
129° |
|
172° |
|
179° |
|
175° |
|
172° | 6.5% | 14.5% | 4.8% | 7.7% | 7.4% | ||||
| David Swensen inspired | s.swen | Balanced |
|
85° |
|
120° |
|
149° |
|
149° |
|
143° | 7.6% | 15.0% | 4.1% | 7.7% | 8.0% | ||||
| Lazy: Ultimate Buy & Hold | s.buyh | Balanced |
|
52° |
|
175° |
|
196° |
|
187° |
|
183° |
|
172° | 8.8% | 13.0% | 4.6% | 6.6% | 6.4% | 5.6% | |
| Lazy: Coffeehouse | s.coff | Balanced |
|
49° |
|
161° |
|
176° |
|
173° |
|
172° |
|
157° | 8.7% | 13.2% | 4.2% | 6.9% | 7.3% | 6.3% | |
| Lazy: Margaritaville | s.marg | Balanced |
|
55° |
|
351° |
|
139° |
|
149° |
|
156° |
|
135° | 8.5% | 16.0% | 6.0% | 8.6% | 7.9% | 6.6% | |
| Lazy: Smart Money | s.smar | Balanced |
|
21° |
|
184° |
|
231° |
|
185° |
|
181° |
|
164° | 9.7% | 13.8% | 5.8% | 7.6% | 7.6% | 6.3% | |
| Strategic 70-30 Portfolio | s.7030 | High Equity |
|
15° |
|
15° |
|
33° |
|
35° |
|
35° |
|
55° | 8.5% | 17.7% | 7.7% | 10.9% | 10.7% | 8.7% | |
| Strategic 80-20 Portfolio | s.8020 | High Equity |
|
16° |
|
15° |
|
33° |
|
36° |
|
35° |
|
56° | 9.7% | 19.5% | 8.8% | 12.2% | 11.9% | 9.4% | |
| ETF Aggressive | s.aggr | High Equity |
|
68° |
|
62° |
|
105° |
|
101° |
|
120° | 8.4% | 16.5% | 6.2% | 9.2% | 8.2% | ||||
| Ben Stein inspired | s.bens | High Equity |
|
12° |
|
357° |
|
5° |
|
63° |
|
103° |
|
106° | 12.4% | 18.1% | 8.8% | 10.2% | 9.2% | 7.3% | |
| Low Volatility Portfolio | s.lowv | High Equity |
|
1° |
|
193° |
|
244° |
|
212° |
|
206° | 8.4% | 10.2% | 5.1% | 5.6% | 5.6% | ||||
| Lazy: Aronson | s.aron | High Equity |
|
65° |
|
72° |
|
141° |
|
136° |
|
137° |
|
118° | 8.6% | 16.3% | 5.0% | 8.3% | 8.1% | 7.0% | |
| Lazy: No Brainer | s.nobr | High Equity |
|
47° |
|
50° |
|
90° |
|
94° |
|
100° |
|
104° | 9.5% | 16.9% | 6.6% | 9.5% | 9.1% | 7.3% | |
| Lazy: Second Grader | s.seco | High Equity |
|
34° |
|
15° |
|
37° |
|
50° |
|
58° |
|
82° | 11.0% | 20.6% | 9.0% | 11.8% | 11.0% | 8.4% | |
| Lazy: Yale Unconventional | s.yale | High Equity |
|
90° |
|
123° |
|
150° |
|
150° |
|
145° |
|
121° | 7.4% | 14.9% | 3.8% | 7.5% | 7.8% | 6.7% | |
| Harry Browne inspired | s.brow | Low Equity |
|
153° |
|
170° |
|
233° |
|
218° |
|
204° |
|
244° | 2.0% | 14.1% | 5.5% | 6.9% | 5.8% | 6.8% | |
| Ray Dalio inspired | s.dali | Low Equity |
|
187° |
|
195° |
|
209° |
|
207° |
|
201° | 4.6% | 10.9% | 3.3% | 5.4% | 4.9% | ||||
| Ivy Portfolio | s.ivyp | Low Equity |
|
354° |
|
275° |
|
339° |
|
150° |
|
161° | 16.9% | 16.0% | 6.8% | 8.5% | 7.1% | ||||
| No Equity Portfolio | s.noeq | Low Equity |
|
138° |
|
117° |
|
154° |
|
173° |
|
165° |
|
135° | 1.0% | 14.2% | 3.3% | 5.5% | 4.9% | 6.7% | |
| Permanent Plus | s.plus | Low Equity |
|
153° |
|
57° |
|
95° |
|
183° |
|
172° |
|
338° | -2.6% | 17.3% | 6.5% | 9.4% | 7.8% | 9.0% | |
| Black Swan Hyperinflation | s.swan | Low Equity |
|
25° |
|
48° |
|
4° |
|
86° |
|
151° | 21.4% | 17.8% | 13.5% | 9.7% | 4.5% | ||||
| Talmud Dividend Equities | s.talm | Low Equity |
|
75° |
|
56° |
|
32° |
|
87° |
|
120° |
|
75° | 9.2% | 18.4% | 9.2% | 9.7% | 8.5% | 8.6% | |
| Worst Case Scenario | s.wors | Low Equity |
|
184° |
|
191° |
|
214° |
|
206° |
|
194° | 3.1% | 6.1% | 1.2% | 1.8% | -0.7% | ||||
| Talmud with Blue Chip | s.talc | Low Equity |
|
109° |
|
158° |
|
172° |
|
173° |
|
169° |
|
139° | 6.6% | 11.9% | 3.8% | 6.9% | 7.4% | 6.6% | |
| Talmud Broad Market | s.talb | Low Equity |
|
89° |
|
143° |
|
157° |
|
154° |
|
144° |
|
117° | 7.4% | 14.0% | 4.1% | 7.5% | 8.1% | 6.9% | |
| Talmud with Small Cap | s.tals | Low Equity |
|
51° |
|
145° |
|
164° |
|
158° |
|
153° |
|
131° | 8.9% | 12.9% | 3.3% | 6.3% | 6.9% | 5.8% | |
| Talmud Equities and Gold | s.talg | Low Equity |
|
96° |
|
30° |
|
28° |
|
44° |
|
87° |
|
65° | 6.7% | 21.0% | 9.9% | 11.1% | 9.5% | 9.3% | |