Strategic: DIY, ranked by Total Return

for period ending October 31, 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

Total Return is the total annual return over the last 1, 3, 5, 10, 15, and 20-year periods.

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.

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.
      Total Return   Downside Deviation
Recipe Name ID Category YTD Oct 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 10.6% -1.6% 23.5% * * * * *   4.6% * * * * *
Strategic 60-40 Portfolio s.6040 Balanced 12.4% -1.4% 26.3% * * * * *   4.8% * * * * *
7Twelve Israelson s.712 Balanced 7.9% -1.6% 19.2% * * * * *   4.2% * * * * *
Couch Potato: Scott Burns s.couc Balanced 11.1% -1.3% 22.4% * * * * *   4.0% * * * * *
Ben Graham 50-50 s.grah Balanced 7.5% -2.6% 19.6% * * * * *   4.6% * * * * *
Safe Haven Portfolio s.have Balanced 15.3% -1.8% 24.7% * * * * *   3.9% * * * * *
Six Ways from Sunday s.lazy Balanced 7.7% -2.3% 19.8% * * * * *   5.3% * * * * *
ETF Moderate s.mode Balanced 9.6% -2.2% 23.8% * * * * *   4.9% * * * * *
David Swensen inspired s.swen Balanced 9.4% -2.9% 26.3% * * * * *   7.0% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Balanced 7.2% -2.1% 19.3% * * * * *   4.5% * * * * *
Lazy: Coffeehouse s.coff Balanced 8.4% -1.5% 23.3% * * * * *   5.5% * * * * *
Lazy: Margaritaville s.marg Balanced 11.7% -1.5% 24.6% * * * * *   3.9% * * * * *
Lazy: Smart Money s.smar Balanced 9.6% -1.1% 21.8% * * * * *   3.9% * * * * *
Strategic 70-30 Portfolio s.7030 High Equity 14.2% -1.3% 29.1% * * * * *   5.0% * * * * *
Strategic 80-20 Portfolio s.8020 High Equity 16.0% -1.1% 32.0% * * * * *   5.3% * * * * *
ETF Aggressive s.aggr High Equity 10.9% -2.4% 25.9% * * * * *   5.3% * * * * *
Ben Stein inspired s.bens High Equity 12.2% -2.0% 24.9% * * * * *   4.2% * * * * *
Low Volatility Portfolio s.lowv High Equity 10.3% -1.9% 16.3% * * * * *   2.5% * * * * *
Lazy: Aronson s.aron High Equity 9.9% -1.7% 25.5% * * * * *   5.2% * * * * *
Lazy: No Brainer s.nobr High Equity 11.1% -1.5% 27.5% * * * * *   5.3% * * * * *
Lazy: Second Grader s.seco High Equity 16.4% -0.8% 33.0% * * * * *   4.8% * * * * *
Lazy: Yale Unconventional s.yale High Equity 10.0% -1.9% 27.2% * * * * *   6.4% * * * * *
Harry Browne inspired s.brow Low Equity 12.4% -0.6% 23.7% * * * * *   2.7% * * * * *
Ray Dalio inspired s.dali Low Equity 7.1% -1.4% 16.9% * * * * *   3.2% * * * * *
Ivy Portfolio s.ivyp Low Equity 8.3% -2.1% 19.9% * * * * *   4.7% * * * * *
No Equity Portfolio s.noeq Low Equity 12.3% -1.5% 29.3% * * * * *   6.4% * * * * *
Permanent Plus s.plus Low Equity 17.0% -0.5% 32.2% * * * * *   3.4% * * * * *
Black Swan Hyperinflation s.swan Low Equity 9.9% 0.6% 11.0% * * * * *   3.2% * * * * *
Talmud Dividend Equities s.talm Low Equity 18.2% -0.6% 33.4% * * * * *   4.9% * * * * *
Worst Case Scenario s.wors Low Equity 7.8% 1.1% 9.2% * * * * *   0.9% * * * * *
Talmud with Blue Chip s.talc Low Equity 8.1% -2.2% 23.2% * * * * *   6.7% * * * * *
Talmud Broad Market s.talb Low Equity 10.4% -2.2% 27.3% * * * * *   7.0% * * * * *
Talmud with Small Cap s.tals Low Equity 7.8% -1.8% 24.5% * * * * *   7.5% * * * * *
Talmud Equities and Gold s.talg Low Equity 20.7% 0.1% 37.3% * * * * *   4.8% * * * * *