Strategic: DIY, ranked by Sortino

for period ending April 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

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

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Portfolio Recipes: Strategic: DIY Peer Group
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      Sortino   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 0.93 * * * * *   7.9% * * * * *
S&P 500 SPY Benchmark 1.06 * * * * *   11.9% * * * * *
Strategic 50-50 s.5050 Balanced 1.07 * * * * *   9.7% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark 1.04 * * * * *   10.0% * * * * *
7Twelve Israelson s.712 Balanced 0.43 * * * * *   6.6% * * * * *
Couch Potato: Scott Burns s.couc Balanced 1.15 * * * * *   9.8% * * * * *
Ben Graham 50-50 s.grah Balanced 1.10 * * * * *   10.2% * * * * *
Safe Haven Portfolio s.have Balanced 2.76 * * * * *   20.7% * * * * *
Six Ways from Sunday s.lazy Balanced 0.56 * * * * *   7.8% * * * * *
ETF Moderate s.mode Balanced 0.97 * * * * *   9.5% * * * * *
David Swensen inspired s.swen Balanced 1.04 * * * * *   11.2% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Balanced 0.79 * * * * *   8.3% * * * * *
Lazy: Coffeehouse s.coff Balanced 0.56 * * * * *   7.7% * * * * *
Lazy: Margaritaville s.marg Balanced 1.32 * * * * *   10.2% * * * * *
Lazy: Smart Money s.smar Balanced 0.72 * * * * *   7.8% * * * * *
Strategic 70-30 Portfolio s.7030 High Equity 1.00 * * * * *   10.3% * * * * *
Strategic 80-20 Portfolio s.8020 High Equity 0.97 * * * * *   10.6% * * * * *
ETF Aggressive s.aggr High Equity 0.77 * * * * *   8.5% * * * * *
Ben Stein inspired s.bens High Equity 1.21 * * * * *   10.1% * * * * *
Low Volatility Portfolio s.lowv High Equity 2.66 * * * * *   13.4% * * * * *
Lazy: Aronson s.aron High Equity 0.79 * * * * *   8.8% * * * * *
Lazy: No Brainer s.nobr High Equity 0.93 * * * * *   9.8% * * * * *
Lazy: Second Grader s.seco High Equity 1.19 * * * * *   11.1% * * * * *
Lazy: Yale Unconventional s.yale High Equity 1.11 * * * * *   11.3% * * * * *
Harry Browne inspired s.brow Low Equity 3.42 * * * * *   16.3% * * * * *
Ray Dalio inspired s.dali Low Equity 1.30 * * * * *   9.1% * * * * *
Ivy Portfolio s.ivyp Low Equity 0.78 * * * * *   8.3% * * * * *
No Equity Portfolio s.noeq Low Equity 2.52 * * * * *   21.1% * * * * *
Permanent Plus s.plus Low Equity 5.25 * * * * *   20.9% * * * * *
Black Swan Hyperinflation s.swan Low Equity 0.89 * * * * *   8.5% * * * * *
Talmud Dividend Equities s.talm Low Equity 2.45 * * * * *   21.1% * * * * *
Worst Case Scenario s.wors Low Equity 2.71 * * * * *   12.2% * * * * *
Talmud with Blue Chip s.talc Low Equity 1.04 * * * * *   11.3% * * * * *
Talmud Broad Market s.talb Low Equity 1.11 * * * * *   11.7% * * * * *
Talmud with Small Cap s.tals Low Equity 0.51 * * * * *   7.9% * * * * *
Talmud Equities and Gold s.talg Low Equity 3.65 * * * * *   23.3% * * * * *