Strategic: DIY, ranked by Sharpe

for period ending September 30, 2026

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

Sharpe is a measure of risk-adjusted return that uses standard deviation and average returns. Higher is better.

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Portfolio Recipes: Strategic: DIY Peer Group
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      Sharpe   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 -1.34 -0.01 -0.71 -0.27 -0.01 0.26   -1.5% 4.2% -0.6% 1.1% 1.8% 2.9%
S&P 500 SPY Benchmark 0.90 1.38 0.60 0.81 0.96 0.65   15.7% 22.8% 13.7% 15.2% 15.6% 11.1%
Strategic 50-50 s.5050 Balanced 0.43 1.03 0.18 0.56 0.78 0.63   6.8% 13.1% 6.0% 8.0% 8.5% 7.2%
Strategic 60-40 Portfolio s.6040 Benchmark 0.57 1.12 0.27 0.62 0.83 0.63   8.5% 14.9% 7.3% 9.3% 9.9% 8.0%
7Twelve Israelson s.712 Balanced 1.08 1.04 0.24 0.43 0.51     13.4% 13.4% 6.8% 7.2% 6.9%  
Couch Potato: Scott Burns s.couc Balanced 0.37 1.05 0.19 0.59 0.77 0.61   6.4% 12.8% 6.2% 8.4% 8.6% 7.3%
Ben Graham 50-50 s.grah Balanced 0.41 0.87 0.14 0.39 0.57 0.43   6.6% 11.6% 5.6% 6.4% 6.9% 5.7%
Safe Haven Portfolio s.have Balanced 0.22 1.13 0.39 0.46 0.53     5.9% 16.4% 8.8% 7.4% 6.9%  
Six Ways from Sunday s.lazy Balanced 0.85 0.89 0.26 0.38 0.51     11.3% 12.6% 7.2% 7.0% 7.3%  
ETF Moderate s.mode Balanced 0.45 0.96 0.12 0.46 0.63     7.5% 13.4% 5.4% 7.4% 8.0%  
David Swensen inspired s.swen Balanced 0.35 0.82 0.07 0.41 0.62     6.9% 13.2% 4.7% 7.3% 8.4%  
Lazy: Ultimate Buy & Hold s.buyh Balanced 0.49 0.85 0.08 0.38 0.55 0.41   7.9% 11.6% 4.9% 6.3% 6.8% 5.7%
Lazy: Coffeehouse s.coff Balanced 0.34 0.72 0.04 0.37 0.61 0.45   6.4% 11.2% 4.3% 6.4% 7.6% 6.3%
Lazy: Margaritaville s.marg Balanced 0.68 1.19 0.23 0.53 0.65 0.46   10.4% 15.3% 6.9% 8.5% 8.5% 6.7%
Lazy: Smart Money s.smar Balanced 0.62 0.97 0.19 0.47 0.67 0.47   8.7% 12.5% 6.1% 7.3% 8.0% 6.4%
Strategic 70-30 Portfolio s.7030 High Equity 0.67 1.19 0.36 0.67 0.86 0.63   10.2% 16.7% 8.6% 10.7% 11.2% 8.8%
Strategic 80-20 Portfolio s.8020 High Equity 0.76 1.24 0.42 0.71 0.89 0.63   11.9% 18.6% 9.9% 12.0% 12.6% 9.6%
ETF Aggressive s.aggr High Equity 0.64 1.05 0.24 0.51 0.59     10.4% 15.6% 7.2% 9.1% 9.0%  
Ben Stein inspired s.bens High Equity 1.07 1.38 0.45 0.62 0.72 0.49   14.7% 17.4% 9.8% 10.0% 9.9% 7.5%
Low Volatility Portfolio s.lowv High Equity 0.18 0.83 0.06 0.35       4.6% 9.0% 4.8% 5.1%    
Lazy: Aronson s.aron High Equity 0.66 1.01 0.15 0.47 0.63 0.48   11.0% 15.3% 5.8% 8.2% 8.7% 7.2%
Lazy: No Brainer s.nobr High Equity 0.57 1.02 0.25 0.52 0.68 0.48   9.2% 15.3% 7.2% 9.1% 9.7% 7.5%
Lazy: Second Grader s.seco High Equity 0.87 1.33 0.44 0.66 0.78 0.53   14.3% 19.9% 10.3% 11.7% 11.8% 8.7%
Lazy: Yale Unconventional s.yale High Equity 0.33 0.83 0.05 0.39 0.61 0.45   6.7% 13.3% 4.4% 7.1% 8.3% 6.8%
Harry Browne inspired s.brow Low Equity 0.09 1.15 0.19 0.48 0.56 0.67   4.1% 14.1% 6.1% 6.6% 6.0% 6.9%
Ray Dalio inspired s.dali Low Equity 0.17 0.88 -0.08 0.32 0.47     4.6% 10.0% 3.5% 5.1% 5.1%  
Ivy Portfolio s.ivyp Low Equity 1.33 1.15 0.28 0.50 0.57     15.8% 14.3% 7.3% 8.1% 7.6%  
No Equity Portfolio s.noeq Low Equity -0.16 0.74 0.01 0.22 0.34 0.46   0.5% 13.5% 3.8% 4.9% 5.2% 6.8%
Permanent Plus s.plus Low Equity -0.02 1.27 0.30 0.60 0.64 0.73   2.6% 18.3% 7.9% 9.3% 8.2% 9.2%
Black Swan Hyperinflation s.swan Low Equity 1.07 1.08 0.73 0.54 0.30     23.6% 18.3% 14.5% 9.6% 5.2%  
Talmud Dividend Equities s.talm Low Equity 0.22 1.03 0.40 0.52 0.62 0.55   6.0% 17.5% 9.6% 8.9% 9.0% 8.7%
Worst Case Scenario s.wors Low Equity -0.19 0.22 -0.58 -0.21 -0.44     2.2% 5.4% 0.7% 1.5% -0.7%  
Talmud with Blue Chip s.talc Low Equity 0.06 0.60 0.02 0.36 0.60 0.46   3.9% 10.2% 4.1% 6.4% 7.8% 6.6%
Talmud Broad Market s.talb Low Equity 0.20 0.75 0.06 0.39 0.64 0.46   5.2% 12.2% 4.6% 6.9% 8.5% 6.9%
Talmud with Small Cap s.tals Low Equity 0.31 0.58 -0.01 0.29 0.52 0.36   6.5% 10.8% 3.6% 5.8% 7.4% 5.9%
Talmud Equities and Gold s.talg Low Equity 0.40 1.40 0.50 0.65 0.72 0.60   8.8% 21.5% 11.2% 10.8% 10.3% 9.6%