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Strategic: DIY, ranked by Total Return

for period ending August 31, 2019
 
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 VizMetrics Score
Recipe NameIDCategoryYear-to-dateAug 2019    1 year3 year5 year7 year10 year 1 year3 year5 year7 year10 year
  Group average14.0%0.7%6.0%**** 75****
 
Strategic 50-50s.5050Balanced13.8%0.3%6.3%**** 77****
Strategic 60-40 Portfolios.6040Balanced14.6%-0.1%5.4%**** 72****
Strategic 70-30 Portfolios.7030High Equity15.4%-0.6%4.4%**** 67****
7Twelve Israelsons.712Balanced10.2%-1.2%-0.7%**** 60****
Strategic 80-20 Portfolios.8020High Equity16.3%-1.1%3.4%**** 63****
ETF Aggressives.aggrHigh Equity11.6%-2.9%0.8%**** 59****
Lazy: Aronsons.aronHigh Equity13.3%-0.5%1.9%**** 63****
Ben Stein inspireds.bensHigh Equity11.3%-1.6%0.4%**** 59****
Harry Browne inspireds.browLow Equity15.9%4.4%14.5%**** 100****
Lazy: Ultimate Buy & Holds.buyhBalanced10.1%-0.7%2.1%**** 68****
Lazy: Coffeehouses.coffBalanced13.0%-0.1%4.1%**** 71****
Couch Potato: Scott Burnss.coucBalanced13.6%0.1%4.7%**** 73****
Ray Dalio inspireds.daliLow Equity12.8%1.8%8.9%**** 88****
Ben Graham 50-50s.grahBalanced11.5%0.1%4.4%**** 74****
Safe Haven Portfolios.haveBalanced14.6%3.4%12.3%**** 94****
Ivy Portfolios.ivypLow Equity13.2%-0.3%2.6%**** 67****
Six Ways from Sundays.lazyBalanced11.2%-0.9%0.1%**** 61****
Low Volatility Portfolios.lowvHigh Equity9.8%1.2%7.0%**** 83****
Lazy: Margaritavilles.margBalanced11.9%-0.7%1.7%**** 64****
ETF Moderates.modeBalanced13.2%-0.2%4.1%**** 71****
Lazy: No Brainers.nobrHigh Equity13.7%-1.1%0.9%**** 60****
No Equity Portfolios.noeqLow Equity22.7%7.6%22.6%**** 100****
Permanent Pluss.plusLow Equity22.0%6.0%19.0%**** 100****
Lazy: Second Graders.secoHigh Equity14.2%-1.6%0.7%**** 56****
Lazy: Smart Moneys.smarBalanced10.3%-1.2%1.6%**** 65****
Black Swan Hyperinflations.swanLow Equity8.1%-1.3%0.0%**** 64****
David Swensen inspireds.swenBalanced17.3%1.6%7.7%**** 77****
Talmud Broad Markets.talbLow Equity17.7%1.5%9.1%**** 81****
Talmud with Blue Chips.talcLow Equity15.8%1.5%9.4%**** 83****
Talmud Equities and Golds.talgLow Equity21.0%3.2%14.4%**** 93****
Talmud Dividend Equitiess.talmLow Equity19.1%3.1%15.2%**** 96****
Talmud with Small Caps.talsLow Equity13.6%-0.1%2.0%**** 64****
Worst Case Scenarios.worsLow Equity4.5%1.9%6.6%**** 86****
Lazy: Yale Unconventionals.yaleHigh Equity17.2%1.6%7.5%**** 77****