Strategic: DIY, ranked by Risk vs. Return Compass

for period ending April 30, 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.

 

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 192° * * * * * * * * * *   10.0% * * * * *
Strategic 60-40 Portfolio s.6040 Balanced 0° * * * * * * * * * *   12.4% * * * * *
7Twelve Israelson s.712 Balanced 178° * * * * * * * * * *   7.2% * * * * *
Couch Potato: Scott Burns s.couc Balanced 204° * * * * * * * * * *   10.0% * * * * *
Ben Graham 50-50 s.grah Balanced 183° * * * * * * * * * *   5.9% * * * * *
Safe Haven Portfolio s.have Balanced 176° * * * * * * * * * *   2.7% * * * * *
Six Ways from Sunday s.lazy Balanced 172° * * * * * * * * * *   6.5% * * * * *
ETF Moderate s.mode Balanced 176° * * * * * * * * * *   8.1% * * * * *
David Swensen inspired s.swen Balanced 162° * * * * * * * * * *   5.6% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Balanced 180° * * * * * * * * * *   5.2% * * * * *
Lazy: Coffeehouse s.coff Balanced 169° * * * * * * * * * *   6.4% * * * * *
Lazy: Margaritaville s.marg Balanced 184° * * * * * * * * * *   9.5% * * * * *
Lazy: Smart Money s.smar Balanced 190° * * * * * * * * * *   9.3% * * * * *
Strategic 70-30 Portfolio s.7030 High Equity 12° * * * * * * * * * *   14.9% * * * * *
Strategic 80-20 Portfolio s.8020 High Equity 12° * * * * * * * * * *   17.3% * * * * *
ETF Aggressive s.aggr High Equity 108° * * * * * * * * * *   11.8% * * * * *
Ben Stein inspired s.bens High Equity 278° * * * * * * * * * *   12.5% * * * * *
Low Volatility Portfolio s.lowv High Equity 202° * * * * * * * * * *   4.5% * * * * *
Lazy: Aronson s.aron High Equity 155° * * * * * * * * * *   9.3% * * * * *
Lazy: No Brainer s.nobr High Equity 129° * * * * * * * * * *   11.0% * * * * *
Lazy: Second Grader s.seco High Equity 17° * * * * * * * * * *   16.5% * * * * *
Lazy: Yale Unconventional s.yale High Equity 162° * * * * * * * * * *   5.5% * * * * *
Harry Browne inspired s.brow Low Equity 189° * * * * * * * * * *   5.9% * * * * *
Ray Dalio inspired s.dali Low Equity 191° * * * * * * * * * *   4.3% * * * * *
Ivy Portfolio s.ivyp Low Equity 176° * * * * * * * * * *   6.0% * * * * *
No Equity Portfolio s.noeq Low Equity 168° * * * * * * * * * *   -0.0% * * * * *
Permanent Plus s.plus Low Equity 161° * * * * * * * * * *   9.8% * * * * *
Black Swan Hyperinflation s.swan Low Equity 183° * * * * * * * * * *   7.6% * * * * *
Talmud Dividend Equities s.talm Low Equity 158° * * * * * * * * * *   7.1% * * * * *
Worst Case Scenario s.wors Low Equity 191° * * * * * * * * * *   -3.6% * * * * *
Talmud with Blue Chip s.talc Low Equity 172° * * * * * * * * * *   3.9% * * * * *
Talmud Broad Market s.talb Low Equity 162° * * * * * * * * * *   6.6% * * * * *
Talmud with Small Cap s.tals Low Equity 160° * * * * * * * * * *   5.4% * * * * *
Talmud Equities and Gold s.talg Low Equity 90° * * * * * * * * * *   12.4% * * * * *