Strategic: DIY, ranked by Risk vs. Return Compass

for period ending January 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

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.

Use the table below to compare the performance of all the portfolios in this peer group. You may sort by any column by clicking on the column headings in the gray row.

      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              
 
Strategic 50-50 s.5050 Balanced 187° * * * * * * * * * *   13.7% * * * * *
Strategic 60-40 Portfolio s.6040 Balanced 0° * * * * * * * * * *   16.1% * * * * *
7Twelve Israelson s.712 Balanced 178° * * * * * * * * * *   10.8% * * * * *
Couch Potato: Scott Burns s.couc Balanced 198° * * * * * * * * * *   14.0% * * * * *
Ben Graham 50-50 s.grah Balanced 176° * * * * * * * * * *   9.2% * * * * *
Safe Haven Portfolio s.have Balanced 22° * * * * * * * * * *   16.7% * * * * *
Six Ways from Sunday s.lazy Balanced 166° * * * * * * * * * *   9.8% * * * * *
ETF Moderate s.mode Balanced 175° * * * * * * * * * *   12.5% * * * * *
David Swensen inspired s.swen Balanced 150° * * * * * * * * * *   11.8% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Balanced 180° * * * * * * * * * *   9.3% * * * * *
Lazy: Coffeehouse s.coff Balanced 163° * * * * * * * * * *   11.1% * * * * *
Lazy: Margaritaville s.marg Balanced 199° * * * * * * * * * *   13.9% * * * * *
Lazy: Smart Money s.smar Balanced 184° * * * * * * * * * *   12.3% * * * * *
Strategic 70-30 Portfolio s.7030 High Equity 7° * * * * * * * * * *   18.5% * * * * *
Strategic 80-20 Portfolio s.8020 High Equity 7° * * * * * * * * * *   21.0% * * * * *
ETF Aggressive s.aggr High Equity 151° * * * * * * * * * *   14.9% * * * * *
Ben Stein inspired s.bens High Equity 213° * * * * * * * * * *   15.5% * * * * *
Low Volatility Portfolio s.lowv High Equity 199° * * * * * * * * * *   9.8% * * * * *
Lazy: Aronson s.aron High Equity 162° * * * * * * * * * *   13.3% * * * * *
Lazy: No Brainer s.nobr High Equity 137° * * * * * * * * * *   15.0% * * * * *
Lazy: Second Grader s.seco High Equity 3° * * * * * * * * * *   19.9% * * * * *
Lazy: Yale Unconventional s.yale High Equity 153° * * * * * * * * * *   12.3% * * * * *
Harry Browne inspired s.brow Low Equity 224° * * * * * * * * * *   14.6% * * * * *
Ray Dalio inspired s.dali Low Equity 192° * * * * * * * * * *   8.9% * * * * *
Ivy Portfolio s.ivyp Low Equity 179° * * * * * * * * * *   10.6% * * * * *
No Equity Portfolio s.noeq Low Equity 133° * * * * * * * * * *   13.8% * * * * *
Permanent Plus s.plus Low Equity 345° * * * * * * * * * *   20.4% * * * * *
Black Swan Hyperinflation s.swan Low Equity 228° * * * * * * * * * *   14.6% * * * * *
Talmud Dividend Equities s.talm Low Equity 29° * * * * * * * * * *   20.3% * * * * *
Worst Case Scenario s.wors Low Equity 199° * * * * * * * * * *   7.2% * * * * *
Talmud with Blue Chip s.talc Low Equity 152° * * * * * * * * * *   11.0% * * * * *
Talmud Broad Market s.talb Low Equity 138° * * * * * * * * * *   13.3% * * * * *
Talmud with Small Cap s.tals Low Equity 141° * * * * * * * * * *   12.0% * * * * *
Talmud Equities and Gold s.talg Low Equity 8° * * * * * * * * * *   25.3% * * * * *