Strategic: DIY, ranked by Risk vs. Return Compass

for period ending February 28, 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              
 
Strategic 50-50 s.5050 Balanced 192° * * * * * * * * * *   11.6% * * * * *
Strategic 60-40 Portfolio s.6040 Balanced 0° * * * * * * * * * *   12.8% * * * * *
7Twelve Israelson s.712 Balanced 177° * * * * * * * * * *   9.0% * * * * *
Couch Potato: Scott Burns s.couc Balanced 212° * * * * * * * * * *   11.8% * * * * *
Ben Graham 50-50 s.grah Balanced 163° * * * * * * * * * *   10.7% * * * * *
Safe Haven Portfolio s.have Balanced 4° * * * * * * * * * *   19.9% * * * * *
Six Ways from Sunday s.lazy Balanced 153° * * * * * * * * * *   9.4% * * * * *
ETF Moderate s.mode Balanced 170° * * * * * * * * * *   10.7% * * * * *
David Swensen inspired s.swen Balanced 119° * * * * * * * * * *   11.4% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Balanced 179° * * * * * * * * * *   8.6% * * * * *
Lazy: Coffeehouse s.coff Balanced 153° * * * * * * * * * *   9.8% * * * * *
Lazy: Margaritaville s.marg Balanced 219° * * * * * * * * * *   11.9% * * * * *
Lazy: Smart Money s.smar Balanced 185° * * * * * * * * * *   9.9% * * * * *
Strategic 70-30 Portfolio s.7030 High Equity 14° * * * * * * * * * *   14.0% * * * * *
Strategic 80-20 Portfolio s.8020 High Equity 15° * * * * * * * * * *   15.2% * * * * *
ETF Aggressive s.aggr High Equity 166° * * * * * * * * * *   10.4% * * * * *
Ben Stein inspired s.bens High Equity 222° * * * * * * * * * *   12.4% * * * * *
Low Volatility Portfolio s.lowv High Equity 225° * * * * * * * * * *   10.7% * * * * *
Lazy: Aronson s.aron High Equity 164° * * * * * * * * * *   9.9% * * * * *
Lazy: No Brainer s.nobr High Equity 137° * * * * * * * * * *   11.8% * * * * *
Lazy: Second Grader s.seco High Equity 4° * * * * * * * * * *   14.8% * * * * *
Lazy: Yale Unconventional s.yale High Equity 116° * * * * * * * * * *   11.8% * * * * *
Harry Browne inspired s.brow Low Equity 336° * * * * * * * * * *   15.6% * * * * *
Ray Dalio inspired s.dali Low Equity 207° * * * * * * * * * *   10.2% * * * * *
Ivy Portfolio s.ivyp Low Equity 175° * * * * * * * * * *   10.6% * * * * *
No Equity Portfolio s.noeq Low Equity 28° * * * * * * * * * *   18.0% * * * * *
Permanent Plus s.plus Low Equity 352° * * * * * * * * * *   20.1% * * * * *
Black Swan Hyperinflation s.swan Low Equity 320° * * * * * * * * * *   14.6% * * * * *
Talmud Dividend Equities s.talm Low Equity 16° * * * * * * * * * *   21.9% * * * * *
Worst Case Scenario s.wors Low Equity 216° * * * * * * * * * *   8.8% * * * * *
Talmud with Blue Chip s.talc Low Equity 117° * * * * * * * * * *   11.4% * * * * *
Talmud Broad Market s.talb Low Equity 94° * * * * * * * * * *   12.6% * * * * *
Talmud with Small Cap s.tals Low Equity 139° * * * * * * * * * *   9.1% * * * * *
Talmud Equities and Gold s.talg Low Equity 7° * * * * * * * * * *   23.6% * * * * *