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Strategic: DIY, ranked by Total Return

for period ending June 30, 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-dateJun 2019    1 year3 year5 year7 year10 year 1 year3 year5 year7 year10 year
  Group average12.8%4.4%7.2%**** 87****
 
Strategic 50-50s.5050Balanced12.5%4.2%9.0%**** 95****
Strategic 60-40 Portfolios.6040Balanced13.7%4.7%9.1%**** 91****
Strategic 70-30 Portfolios.7030High Equity15.0%5.3%9.1%**** 87****
7Twelve Israelsons.712Balanced11.9%4.3%2.2%**** 72****
Strategic 80-20 Portfolios.8020High Equity16.2%5.9%9.1%**** 82****
ETF Aggressives.aggrHigh Equity14.8%5.9%5.5%**** 75****
Lazy: Aronsons.aronHigh Equity13.7%4.8%5.1%**** 77****
Ben Stein inspireds.bensHigh Equity13.3%5.3%5.2%**** 75****
Harry Browne inspireds.browLow Equity10.5%4.1%9.9%**** 100****
Lazy: Ultimate Buy & Holds.buyhBalanced11.0%3.8%4.9%**** 83****
Lazy: Coffeehouses.coffBalanced12.7%4.0%6.9%**** 87****
Couch Potato: Scott Burnss.coucBalanced12.5%3.9%7.3%**** 89****
Ray Dalio inspireds.daliLow Equity10.5%3.3%7.6%**** 100****
Ben Graham 50-50s.grahBalanced11.5%4.2%6.3%**** 89****
Safe Haven Portfolios.haveBalanced10.8%4.1%9.1%**** 100****
Ivy Portfolios.ivypLow Equity13.4%3.9%4.7%**** 80****
Six Ways from Sundays.lazyBalanced12.6%4.5%2.5%**** 72****
Low Volatility Portfolios.lowvHigh Equity8.7%2.7%8.4%**** 100****
Lazy: Margaritavilles.margBalanced12.7%4.6%5.0%**** 79****
ETF Moderates.modeBalanced13.1%4.3%6.9%**** 86****
Lazy: No Brainers.nobrHigh Equity14.9%5.4%5.7%**** 76****
No Equity Portfolios.noeqLow Equity13.4%3.5%12.7%**** 100****
Permanent Pluss.plusLow Equity14.0%5.1%12.6%**** 100****
Lazy: Second Graders.secoHigh Equity15.8%6.0%6.4%**** 74****
Lazy: Smart Moneys.smarBalanced11.3%4.1%5.5%**** 82****
Black Swan Hyperinflations.swanLow Equity9.8%7.4%-1.4%**** 66****
David Swensen inspireds.swenBalanced14.9%3.9%8.4%**** 90****
Talmud Broad Markets.talbLow Equity14.8%3.3%10.1%**** 96****
Talmud with Blue Chips.talcLow Equity13.1%3.3%10.8%**** 100****
Talmud Equities and Golds.talgLow Equity16.1%5.5%11.7%**** 100****
Talmud Dividend Equitiess.talmLow Equity14.5%5.1%12.5%**** 100****
Talmud with Small Caps.talsLow Equity12.9%3.0%4.6%**** 77****
Worst Case Scenarios.worsLow Equity3.5%1.9%4.0%**** 93****
Lazy: Yale Unconventionals.yaleHigh Equity14.8%3.9%8.2%**** 90****