Strategic: DIY, ranked by Total Return

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

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.

Portfolio Recipes: Strategic: DIY Peer Group
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      Total Return   Downside Deviation
Recipe Name ID Category YTD Jun 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 4.0% 1.5% 6.1% * * * * *   3.2% * * * * *
S&P 500 SPY Benchmark 6.1% 5.1% 14.9% * * * * *   7.2% * * * * *
Strategic 50-50 s.5050 Balanced 5.0% 3.3% 10.7% * * * * *   4.5% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark 5.1% 3.7% 11.6% * * * * *   5.1% * * * * *
7Twelve Israelson s.712 Balanced 6.3% 3.4% 9.8% * * * * *   4.7% * * * * *
Couch Potato: Scott Burns s.couc Balanced 5.3% 3.1% 10.5% * * * * *   4.1% * * * * *
Ben Graham 50-50 s.grah Balanced 8.0% 2.2% 11.7% * * * * *   4.9% * * * * *
Safe Haven Portfolio s.have Balanced 15.1% 1.3% 21.7% * * * * *   5.0% * * * * *
Six Ways from Sunday s.lazy Balanced 7.2% 3.2% 10.0% * * * * *   5.9% * * * * *
ETF Moderate s.mode Balanced 6.3% 3.4% 11.3% * * * * *   4.8% * * * * *
David Swensen inspired s.swen Balanced 6.9% 3.0% 11.3% * * * * *   6.3% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Balanced 7.1% 2.6% 10.7% * * * * *   4.4% * * * * *
Lazy: Coffeehouse s.coff Balanced 4.0% 2.7% 9.4% * * * * *   5.7% * * * * *
Lazy: Margaritaville s.marg Balanced 8.0% 3.2% 12.5% * * * * *   3.9% * * * * *
Lazy: Smart Money s.smar Balanced 5.1% 2.7% 10.5% * * * * *   4.4% * * * * *
Strategic 70-30 Portfolio s.7030 High Equity 5.2% 4.1% 12.5% * * * * *   5.7% * * * * *
Strategic 80-20 Portfolio s.8020 High Equity 5.4% 4.4% 13.4% * * * * *   6.4% * * * * *
ETF Aggressive s.aggr High Equity 8.4% 3.8% 13.0% * * * * *   5.0% * * * * *
Ben Stein inspired s.bens High Equity 9.0% 3.7% 13.1% * * * * *   4.3% * * * * *
Low Volatility Portfolio s.lowv High Equity 8.1% 0.8% 12.1% * * * * *   2.9% * * * * *
Lazy: Aronson s.aron High Equity 7.2% 3.8% 12.3% * * * * *   5.4% * * * * *
Lazy: No Brainer s.nobr High Equity 7.9% 3.4% 13.4% * * * * *   5.6% * * * * *
Lazy: Second Grader s.seco High Equity 7.7% 4.2% 14.9% * * * * *   5.4% * * * * *
Lazy: Yale Unconventional s.yale High Equity 6.4% 2.9% 11.5% * * * * *   5.9% * * * * *
Harry Browne inspired s.brow Low Equity 9.2% 2.2% 15.2% * * * * *   3.1% * * * * *
Ray Dalio inspired s.dali Low Equity 6.0% 2.5% 9.3% * * * * *   2.9% * * * * *
Ivy Portfolio s.ivyp Low Equity 6.7% 3.1% 10.0% * * * * *   4.5% * * * * *
No Equity Portfolio s.noeq Low Equity 10.0% 1.3% 16.8% * * * * *   6.5% * * * * *
Permanent Plus s.plus Low Equity 11.7% 3.2% 19.4% * * * * *   2.8% * * * * *
Black Swan Hyperinflation s.swan Low Equity 12.2% 2.2% 13.1% * * * * *   3.8% * * * * *
Talmud Dividend Equities s.talm Low Equity 10.4% 0.9% 20.2% * * * * *   6.9% * * * * *
Worst Case Scenario s.wors Low Equity 6.9% 0.3% 11.6% * * * * *   2.5% * * * * *
Talmud with Blue Chip s.talc Low Equity 3.7% 2.1% 10.7% * * * * *   6.4% * * * * *
Talmud Broad Market s.talb Low Equity 4.0% 2.5% 10.8% * * * * *   6.3% * * * * *
Talmud with Small Cap s.tals Low Equity 1.1% 2.3% 8.4% * * * * *   7.2% * * * * *
Talmud Equities and Gold s.talg Low Equity 11.1% 2.1% 22.4% * * * * *   5.2% * * * * *