Strategic: DIY, ranked by Risk vs. Return Compass

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

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 235° * * * * * * * * * *   4.9% * * * * *
S&P 500 SPY Benchmark 46° * * * * * * * * * *   8.3% * * * * *
Strategic 50-50 s.5050 Balanced 247° * * * * * * * * * *   6.2% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark 0° * * * * * * * * * *   6.4% * * * * *
7Twelve Israelson s.712 Balanced 210° * * * * * * * * * *   4.8% * * * * *
Couch Potato: Scott Burns s.couc Balanced 290° * * * * * * * * * *   6.8% * * * * *
Ben Graham 50-50 s.grah Balanced 327° * * * * * * * * * *   7.2% * * * * *
Safe Haven Portfolio s.have Balanced 357° * * * * * * * * * *   18.3% * * * * *
Six Ways from Sunday s.lazy Balanced 154° * * * * * * * * * *   5.4% * * * * *
ETF Moderate s.mode Balanced 233° * * * * * * * * * *   6.1% * * * * *
David Swensen inspired s.swen Balanced 88° * * * * * * * * * *   6.4% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Balanced 206° * * * * * * * * * *   4.6% * * * * *
Lazy: Coffeehouse s.coff Balanced 160° * * * * * * * * * *   4.3% * * * * *
Lazy: Margaritaville s.marg Balanced 300° * * * * * * * * * *   7.2% * * * * *
Lazy: Smart Money s.smar Balanced 210° * * * * * * * * * *   4.9% * * * * *
Strategic 70-30 Portfolio s.7030 High Equity 71° * * * * * * * * * *   6.6% * * * * *
Strategic 80-20 Portfolio s.8020 High Equity 72° * * * * * * * * * *   6.8% * * * * *
ETF Aggressive s.aggr High Equity 196° * * * * * * * * * *   5.1% * * * * *
Ben Stein inspired s.bens High Equity 301° * * * * * * * * * *   7.1% * * * * *
Low Volatility Portfolio s.lowv High Equity 326° * * * * * * * * * *   10.9% * * * * *
Lazy: Aronson s.aron High Equity 172° * * * * * * * * * *   4.3% * * * * *
Lazy: No Brainer s.nobr High Equity 158° * * * * * * * * * *   5.0% * * * * *
Lazy: Second Grader s.seco High Equity 15° * * * * * * * * * *   7.4% * * * * *
Lazy: Yale Unconventional s.yale High Equity 89° * * * * * * * * * *   6.4% * * * * *
Harry Browne inspired s.brow Low Equity 340° * * * * * * * * * *   12.7% * * * * *
Ray Dalio inspired s.dali Low Equity 289° * * * * * * * * * *   7.2% * * * * *
Ivy Portfolio s.ivyp Low Equity 274° * * * * * * * * * *   6.5% * * * * *
No Equity Portfolio s.noeq Low Equity 10° * * * * * * * * * *   15.8% * * * * *
Permanent Plus s.plus Low Equity 347° * * * * * * * * * *   15.6% * * * * *
Black Swan Hyperinflation s.swan Low Equity 333° * * * * * * * * * *   11.5% * * * * *
Talmud Dividend Equities s.talm Low Equity 7° * * * * * * * * * *   18.0% * * * * *
Worst Case Scenario s.wors Low Equity 304° * * * * * * * * * *   9.0% * * * * *
Talmud with Blue Chip s.talc Low Equity 61° * * * * * * * * * *   7.5% * * * * *
Talmud Broad Market s.talb Low Equity 65° * * * * * * * * * *   7.3% * * * * *
Talmud with Small Cap s.tals Low Equity 137° * * * * * * * * * *   3.8% * * * * *
Talmud Equities and Gold s.talg Low Equity 0° * * * * * * * * * *   18.6% * * * * *