Recipe Summary Page

for period ending February 28, 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

Use this page to find a high return, lower risk portfolio recipe using the Choose—Invest—Rebalance™ process.

Note: This Free subscription only includes access to the 1-year data. Subscribe for full access to 3-, 5-, 10-, 15-, and 20-year metrics. For each Portfolio Recipe, get access to investable allocations, sortable lists, and clickable scatterplots.

In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the portfolio recipes. Sort any column by clicking the heading in the gray row. Click any portfolio name below for full details including recipe ingredients.

Maximum Drawdown vs. Annual Return
● All recipes ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
  Total Return, annualized % Max DrawDown
Recipe Name ID Peer Group Category 1 month YTD 1 year 3 year 5 year 10 year 15 year 20 year 15 year 20 year
U.S. Total Bond Market BND Benchmark Benchmark 2.2% 2.8% 5.8% * * * * * * *
S&P 500 SPY Benchmark Benchmark -1.3% 1.4% 18.4% * * * * * * *
Strategic 50-50 s.5050 Strategic: DIY Balanced 0.1% 2.0% 11.6% * * * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark Benchmark -0.3% 1.8% 12.8% * * * * * * *
7Twelve Israelson s.712 Strategic: DIY Balanced 0.3% 2.4% 9.0% * * * * * * *
Couch Potato: Scott Burns s.couc Strategic: DIY Balanced 0.1% 2.3% 11.8% * * * * * * *
Ben Graham 50-50 s.grah Strategic: DIY Balanced 1.9% 4.4% 10.7% * * * * * * *
Safe Haven Portfolio s.have Strategic: DIY Balanced 2.8% 5.9% 19.9% * * * * * * *
Six Ways from Sunday s.lazy Strategic: DIY Balanced 1.5% 3.5% 9.4% * * * * * * *
ETF Moderate s.mode Strategic: DIY Balanced 0.4% 2.2% 10.7% * * * * * * *
David Swensen inspired s.swen Strategic: DIY Balanced 1.8% 4.0% 11.4% * * * * * * *
Lazy: Ultimate Buy & Hold s.buyh Strategic: DIY Balanced 1.0% 3.2% 8.6% * * * * * * *
Lazy: Coffeehouse s.coff Strategic: DIY Balanced 0.5% 2.7% 9.8% * * * * * * *
Lazy: Margaritaville s.marg Strategic: DIY Balanced 0.7% 3.2% 11.9% * * * * * * *
Lazy: Smart Money s.smar Strategic: DIY Balanced 0.0% 2.2% 9.9% * * * * * * *
Strategic 70-30 Portfolio s.7030 Strategic: DIY High Equity -0.7% 1.6% 14.0% * * * * * * *
Strategic 80-20 Portfolio s.8020 Strategic: DIY High Equity -1.1% 1.4% 15.2% * * * * * * *
ETF Aggressive s.aggr Strategic: DIY High Equity -0.4% 2.2% 10.4% * * * * * * *
Ben Stein inspired s.bens Strategic: DIY High Equity 0.5% 3.2% 12.4% * * * * * * *
Low Volatility Portfolio s.lowv Strategic: DIY High Equity 2.1% 3.6% 10.7% * * * * * * *
Lazy: Aronson s.aron Strategic: DIY High Equity -0.2% 2.3% 9.9% * * * * * * *
Lazy: No Brainer s.nobr Strategic: DIY High Equity 0.0% 3.4% 11.8% * * * * * * *
Lazy: Second Grader s.seco Strategic: DIY High Equity -0.4% 2.5% 14.8% * * * * * * *
Lazy: Yale Unconventional s.yale Strategic: DIY High Equity 1.7% 3.9% 11.8% * * * * * * *
Harry Browne inspired s.brow Strategic: DIY Low Equity 1.6% 4.3% 15.6% * * * * * * *
Ray Dalio inspired s.dali Strategic: DIY Low Equity 1.5% 3.5% 10.2% * * * * * * *
Ivy Portfolio s.ivyp Strategic: DIY Low Equity 1.4% 3.7% 10.6% * * * * * * *
No Equity Portfolio s.noeq Strategic: DIY Low Equity 3.7% 6.8% 18.0% * * * * * * *
Permanent Plus s.plus Strategic: DIY Low Equity 1.3% 4.4% 20.1% * * * * * * *
Black Swan Hyperinflation s.swan Strategic: DIY Low Equity -0.1% 5.1% 14.6% * * * * * * *
Talmud Dividend Equities s.talm Strategic: DIY Low Equity 2.8% 6.3% 21.9% * * * * * * *
Worst Case Scenario s.wors Strategic: DIY Low Equity 1.1% 3.0% 8.8% * * * * * * *
Talmud with Blue Chip s.talc Strategic: DIY Low Equity 1.3% 3.6% 11.4% * * * * * * *
Talmud Broad Market s.talb Strategic: DIY Low Equity 1.3% 3.1% 12.6% * * * * * * *
Talmud with Small Cap s.tals Strategic: DIY Low Equity -0.3% 1.2% 9.1% * * * * * * *
Talmud Equities and Gold s.talg Strategic: DIY Low Equity 1.2% 5.1% 23.6% * * * * * * *