Strategic: DIY, ranked by Risk vs. Return Compass

for period ending June 30, 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 198° * * * * * * * * * *   6.1% * * * * *
S&P 500 SPY Benchmark 33° * * * * * * * * * *   14.9% * * * * *
Strategic 50-50 s.5050 Balanced 212° * * * * * * * * * *   10.7% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark 0° * * * * * * * * * *   11.6% * * * * *
7Twelve Israelson s.712 Balanced 191° * * * * * * * * * *   9.8% * * * * *
Couch Potato: Scott Burns s.couc Balanced 220° * * * * * * * * * *   10.5% * * * * *
Ben Graham 50-50 s.grah Balanced 304° * * * * * * * * * *   11.7% * * * * *
Safe Haven Portfolio s.have Balanced 360° * * * * * * * * * *   21.7% * * * * *
Six Ways from Sunday s.lazy Balanced 152° * * * * * * * * * *   10.0% * * * * *
ETF Moderate s.mode Balanced 226° * * * * * * * * * *   11.3% * * * * *
David Swensen inspired s.swen Balanced 105° * * * * * * * * * *   11.3% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Balanced 216° * * * * * * * * * *   10.7% * * * * *
Lazy: Coffeehouse s.coff Balanced 163° * * * * * * * * * *   9.4% * * * * *
Lazy: Margaritaville s.marg Balanced 308° * * * * * * * * * *   12.5% * * * * *
Lazy: Smart Money s.smar Balanced 213° * * * * * * * * * *   10.5% * * * * *
Strategic 70-30 Portfolio s.7030 High Equity 36° * * * * * * * * * *   12.5% * * * * *
Strategic 80-20 Portfolio s.8020 High Equity 37° * * * * * * * * * *   13.4% * * * * *
ETF Aggressive s.aggr High Equity 357° * * * * * * * * * *   13.0% * * * * *
Ben Stein inspired s.bens High Equity 332° * * * * * * * * * *   13.1% * * * * *
Low Volatility Portfolio s.lowv High Equity 283° * * * * * * * * * *   12.1% * * * * *
Lazy: Aronson s.aron High Equity 24° * * * * * * * * * *   12.3% * * * * *
Lazy: No Brainer s.nobr High Equity 17° * * * * * * * * * *   13.4% * * * * *
Lazy: Second Grader s.seco High Equity 7° * * * * * * * * * *   14.9% * * * * *
Lazy: Yale Unconventional s.yale High Equity 100° * * * * * * * * * *   11.5% * * * * *
Harry Browne inspired s.brow Low Equity 332° * * * * * * * * * *   15.2% * * * * *
Ray Dalio inspired s.dali Low Equity 222° * * * * * * * * * *   9.3% * * * * *
Ivy Portfolio s.ivyp Low Equity 200° * * * * * * * * * *   10.0% * * * * *
No Equity Portfolio s.noeq Low Equity 16° * * * * * * * * * *   16.8% * * * * *
Permanent Plus s.plus Low Equity 344° * * * * * * * * * *   19.4% * * * * *
Black Swan Hyperinflation s.swan Low Equity 321° * * * * * * * * * *   13.1% * * * * *
Talmud Dividend Equities s.talm Low Equity 12° * * * * * * * * * *   20.2% * * * * *
Worst Case Scenario s.wors Low Equity 271° * * * * * * * * * *   11.6% * * * * *
Talmud with Blue Chip s.talc Low Equity 122° * * * * * * * * * *   10.7% * * * * *
Talmud Broad Market s.talb Low Equity 124° * * * * * * * * * *   10.8% * * * * *
Talmud with Small Cap s.tals Low Equity 146° * * * * * * * * * *   8.4% * * * * *
Talmud Equities and Gold s.talg Low Equity 1° * * * * * * * * * *   22.4% * * * * *