Strategic: DIY, ranked by Risk vs. Return Compass

for period ending October 31, 2024

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
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 185° * * * * * * * * * *   23.5% * * * * *
Strategic 60-40 Portfolio s.6040 Balanced 0° * * * * * * * * * *   26.3% * * * * *
7Twelve Israelson s.712 Balanced 185° * * * * * * * * * *   19.2% * * * * *
Couch Potato: Scott Burns s.couc Balanced 192° * * * * * * * * * *   22.4% * * * * *
Ben Graham 50-50 s.grah Balanced 181° * * * * * * * * * *   19.6% * * * * *
Safe Haven Portfolio s.have Balanced 209° * * * * * * * * * *   24.7% * * * * *
Six Ways from Sunday s.lazy Balanced 176° * * * * * * * * * *   19.8% * * * * *
ETF Moderate s.mode Balanced 177° * * * * * * * * * *   23.8% * * * * *
David Swensen inspired s.swen Balanced 91° * * * * * * * * * *   26.3% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Balanced 182° * * * * * * * * * *   19.3% * * * * *
Lazy: Coffeehouse s.coff Balanced 167° * * * * * * * * * *   23.3% * * * * *
Lazy: Margaritaville s.marg Balanced 207° * * * * * * * * * *   24.6% * * * * *
Lazy: Smart Money s.smar Balanced 191° * * * * * * * * * *   21.8% * * * * *
Strategic 70-30 Portfolio s.7030 High Equity 5° * * * * * * * * * *   29.1% * * * * *
Strategic 80-20 Portfolio s.8020 High Equity 5° * * * * * * * * * *   32.0% * * * * *
ETF Aggressive s.aggr High Equity 128° * * * * * * * * * *   25.9% * * * * *
Ben Stein inspired s.bens High Equity 202° * * * * * * * * * *   24.9% * * * * *
Low Volatility Portfolio s.lowv High Equity 193° * * * * * * * * * *   16.3% * * * * *
Lazy: Aronson s.aron High Equity 150° * * * * * * * * * *   25.5% * * * * *
Lazy: No Brainer s.nobr High Equity 23° * * * * * * * * * *   27.5% * * * * *
Lazy: Second Grader s.seco High Equity 0° * * * * * * * * * *   33.0% * * * * *
Lazy: Yale Unconventional s.yale High Equity 60° * * * * * * * * * *   27.2% * * * * *
Harry Browne inspired s.brow Low Equity 218° * * * * * * * * * *   23.7% * * * * *
Ray Dalio inspired s.dali Low Equity 190° * * * * * * * * * *   16.9% * * * * *
Ivy Portfolio s.ivyp Low Equity 181° * * * * * * * * * *   19.9% * * * * *
No Equity Portfolio s.noeq Low Equity 28° * * * * * * * * * *   29.3% * * * * *
Permanent Plus s.plus Low Equity 347° * * * * * * * * * *   32.2% * * * * *
Black Swan Hyperinflation s.swan Low Equity 186° * * * * * * * * * *   11.0% * * * * *
Talmud Dividend Equities s.talm Low Equity 1° * * * * * * * * * *   33.4% * * * * *
Worst Case Scenario s.wors Low Equity 193° * * * * * * * * * *   9.2% * * * * *
Talmud with Blue Chip s.talc Low Equity 149° * * * * * * * * * *   23.2% * * * * *
Talmud Broad Market s.talb Low Equity 65° * * * * * * * * * *   27.3% * * * * *
Talmud with Small Cap s.tals Low Equity 123° * * * * * * * * * *   24.5% * * * * *
Talmud Equities and Gold s.talg Low Equity 0° * * * * * * * * * *   37.3% * * * * *