Strategic: DIY, ranked by Total Return
for period ending January 31, 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
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.
Total Return | Downside Deviation | ||||||||||||||||
Recipe Name | ID | Category | YTD | Jan | 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 | 1.8% | 1.8% | 13.7% | * | * | * | * | * | 5.0% | * | * | * | * | * | |
Strategic 60-40 Portfolio | s.6040 | Balanced | 2.1% | 2.1% | 16.1% | * | * | * | * | * | 5.3% | * | * | * | * | * | |
7Twelve Israelson | s.712 | Balanced | 2.1% | 2.1% | 10.8% | * | * | * | * | * | 5.4% | * | * | * | * | * | |
Couch Potato: Scott Burns | s.couc | Balanced | 2.2% | 2.2% | 14.0% | * | * | * | * | * | 4.6% | * | * | * | * | * | |
Ben Graham 50-50 | s.grah | Balanced | 2.4% | 2.4% | 9.2% | * | * | * | * | * | 5.7% | * | * | * | * | * | |
Safe Haven Portfolio | s.have | Balanced | 3.0% | 3.0% | 16.7% | * | * | * | * | * | 5.5% | * | * | * | * | * | |
Six Ways from Sunday | s.lazy | Balanced | 2.0% | 2.0% | 9.8% | * | * | * | * | * | 6.9% | * | * | * | * | * | |
ETF Moderate | s.mode | Balanced | 1.8% | 1.8% | 12.5% | * | * | * | * | * | 5.6% | * | * | * | * | * | |
David Swensen inspired | s.swen | Balanced | 2.2% | 2.2% | 11.8% | * | * | * | * | * | 7.7% | * | * | * | * | * | |
Lazy: Ultimate Buy & Hold | s.buyh | Balanced | 2.2% | 2.2% | 9.3% | * | * | * | * | * | 5.2% | * | * | * | * | * | |
Lazy: Coffeehouse | s.coff | Balanced | 2.2% | 2.2% | 11.1% | * | * | * | * | * | 6.7% | * | * | * | * | * | |
Lazy: Margaritaville | s.marg | Balanced | 2.5% | 2.5% | 13.9% | * | * | * | * | * | 4.5% | * | * | * | * | * | |
Lazy: Smart Money | s.smar | Balanced | 2.2% | 2.2% | 12.3% | * | * | * | * | * | 5.0% | * | * | * | * | * | |
Strategic 70-30 Portfolio | s.7030 | High Equity | 2.3% | 2.3% | 18.5% | * | * | * | * | * | 5.6% | * | * | * | * | * | |
Strategic 80-20 Portfolio | s.8020 | High Equity | 2.5% | 2.5% | 21.0% | * | * | * | * | * | 5.9% | * | * | * | * | * | |
ETF Aggressive | s.aggr | High Equity | 2.7% | 2.7% | 14.9% | * | * | * | * | * | 5.9% | * | * | * | * | * | |
Ben Stein inspired | s.bens | High Equity | 2.6% | 2.6% | 15.5% | * | * | * | * | * | 4.9% | * | * | * | * | * | |
Low Volatility Portfolio | s.lowv | High Equity | 1.5% | 1.5% | 9.8% | * | * | * | * | * | 3.1% | * | * | * | * | * | |
Lazy: Aronson | s.aron | High Equity | 2.5% | 2.5% | 13.3% | * | * | * | * | * | 6.2% | * | * | * | * | * | |
Lazy: No Brainer | s.nobr | High Equity | 3.3% | 3.3% | 15.0% | * | * | * | * | * | 6.3% | * | * | * | * | * | |
Lazy: Second Grader | s.seco | High Equity | 2.9% | 2.9% | 19.9% | * | * | * | * | * | 5.5% | * | * | * | * | * | |
Lazy: Yale Unconventional | s.yale | High Equity | 2.2% | 2.2% | 12.3% | * | * | * | * | * | 7.2% | * | * | * | * | * | |
Harry Browne inspired | s.brow | Low Equity | 2.7% | 2.7% | 14.6% | * | * | * | * | * | 3.9% | * | * | * | * | * | |
Ray Dalio inspired | s.dali | Low Equity | 2.0% | 2.0% | 8.9% | * | * | * | * | * | 3.8% | * | * | * | * | * | |
Ivy Portfolio | s.ivyp | Low Equity | 2.3% | 2.3% | 10.6% | * | * | * | * | * | 5.3% | * | * | * | * | * | |
No Equity Portfolio | s.noeq | Low Equity | 3.0% | 3.0% | 13.8% | * | * | * | * | * | 7.7% | * | * | * | * | * | |
Permanent Plus | s.plus | Low Equity | 3.1% | 3.1% | 20.4% | * | * | * | * | * | 4.1% | * | * | * | * | * | |
Black Swan Hyperinflation | s.swan | Low Equity | 5.2% | 5.2% | 14.6% | * | * | * | * | * | 3.6% | * | * | * | * | * | |
Talmud Dividend Equities | s.talm | Low Equity | 3.4% | 3.4% | 20.3% | * | * | * | * | * | 7.6% | * | * | * | * | * | |
Worst Case Scenario | s.wors | Low Equity | 1.9% | 1.9% | 7.2% | * | * | * | * | * | 2.3% | * | * | * | * | * | |
Talmud with Blue Chip | s.talc | Low Equity | 2.3% | 2.3% | 11.0% | * | * | * | * | * | 8.0% | * | * | * | * | * | |
Talmud Broad Market | s.talb | Low Equity | 1.8% | 1.8% | 13.3% | * | * | * | * | * | 7.8% | * | * | * | * | * | |
Talmud with Small Cap | s.tals | Low Equity | 1.5% | 1.5% | 12.0% | * | * | * | * | * | 8.6% | * | * | * | * | * | |
Talmud Equities and Gold | s.talg | Low Equity | 3.8% | 3.8% | 25.3% | * | * | * | * | * | 6.5% | * | * | * | * | * |