| Downside Deviation | Total Return, annualized | ||||||||||||||
| Recipe Name | ID | Category | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group average | 11.4% | 8.2% | 7.2% | 6.5% | 6.4% | 8.1% | 4.3% | 6.0% | 6.0% | 6.3% | 7.6% | 7.2% | |||
| Strategic 50-50 | s.5050 | Balanced | 9.0% | 6.6% | 5.5% | 4.8% | 4.5% | 5.7% | 8.3% | 8.1% | 7.5% | 8.0% | 8.9% | 6.9% | |
| Strategic 60-40 Portfolio | s.6040 | Balanced | 10.7% | 7.9% | 6.6% | 5.8% | 5.5% | 6.8% | 8.0% | 8.6% | 8.0% | 8.8% | 9.9% | 7.4% | |
| Strategic 70-30 Portfolio | s.7030 | High Equity | 12.4% | 9.3% | 7.8% | 6.9% | 6.5% | 8.0% | 7.7% | 9.0% | 8.6% | 9.5% | 10.9% | 7.8% | |
| 7Twelve Israelson | s.712 | Balanced | 14.2% | 10.1% | 8.4% | 7.5% | 7.6% | -3.0% | 2.6% | 3.0% | 3.4% | 5.2% | |||
| Strategic 80-20 Portfolio | s.8020 | High Equity | 14.1% | 10.8% | 9.1% | 8.0% | 7.6% | 9.2% | 7.3% | 9.3% | 9.1% | 10.3% | 11.9% | 8.2% | |
| ETF Aggressive | s.aggr | High Equity | 15.1% | 11.1% | 9.7% | 8.8% | 2.1% | 5.0% | 5.4% | 6.1% | |||||
| Lazy: Aronson | s.aron | High Equity | 12.9% | 9.5% | 8.1% | 7.2% | 7.0% | 8.9% | 4.6% | 6.2% | 6.2% | 7.1% | 8.6% | 7.0% | |
| Ben Stein inspired | s.bens | High Equity | 13.8% | 10.4% | 8.8% | 7.9% | 8.0% | 9.7% | 0.5% | 4.8% | 5.3% | 6.3% | 7.9% | 6.2% | |
| Harry Browne inspired | s.brow | Low Equity | 2.3% | 2.5% | 3.0% | 3.0% | 3.3% | 4.1% | 16.0% | 9.8% | 7.9% | 7.1% | 7.0% | 7.6% | |
| Lazy: Ultimate Buy & Hold | s.buyh | Balanced | 11.1% | 7.9% | 6.7% | 6.0% | 6.0% | 7.6% | 0.1% | 3.4% | 4.0% | 4.9% | 6.3% | 5.5% | |
| Lazy: Coffeehouse | s.coff | Balanced | 12.2% | 8.7% | 7.2% | 6.4% | 6.1% | 7.7% | 0.7% | 4.5% | 5.3% | 6.3% | 7.9% | 6.3% | |
| Couch Potato: Scott Burns | s.couc | Balanced | 9.3% | 6.9% | 5.8% | 5.2% | 4.9% | 6.3% | 7.9% | 7.8% | 7.1% | 7.5% | 8.7% | 6.7% | |
| Ray Dalio inspired | s.dali | Low Equity | 7.1% | 4.7% | 4.0% | 3.7% | 3.7% | 6.9% | 6.2% | 5.6% | 5.1% | 6.0% | |||
| Ben Graham 50-50 | s.grah | Balanced | 11.8% | 8.1% | 6.7% | 6.0% | 5.7% | -0.0% | 3.3% | 4.2% | 5.0% | 6.6% | |||
| Safe Haven Portfolio | s.have | Balanced | 10.6% | 6.9% | 6.3% | 6.0% | 6.2% | 4.0% | 4.6% | 5.7% | 5.3% | 6.6% | |||
| Ivy Portfolio | s.ivyp | Low Equity | 13.4% | 9.6% | 8.0% | 7.2% | 7.4% | -2.3% | 3.6% | 3.6% | 3.7% | 6.0% | |||
| Six Ways from Sunday | s.lazy | Balanced | 15.8% | 11.3% | 9.3% | 8.3% | 8.2% | -5.4% | 1.8% | 2.8% | 3.5% | 6.0% | |||
| Low Volatility Portfolio | s.lowv | High Equity | 8.1% | 5.6% | 5.0% | 4.6% | -0.9% | 4.1% | 4.6% | 4.9% | |||||
| Lazy: Margaritaville | s.marg | Balanced | 12.0% | 8.8% | 7.5% | 6.7% | 6.7% | 8.5% | 3.9% | 5.6% | 5.5% | 6.3% | 7.6% | 6.0% | |
| ETF Moderate | s.mode | Balanced | 12.0% | 8.5% | 7.2% | 6.4% | 6.3% | 4.3% | 6.0% | 6.0% | 6.7% | 7.9% | |||
| Lazy: No Brainer | s.nobr | High Equity | 14.8% | 10.8% | 9.1% | 8.1% | 8.0% | 9.6% | 1.6% | 5.3% | 5.8% | 7.2% | 9.0% | 6.6% | |
| No Equity Portfolio | s.noeq | Low Equity | 5.6% | 4.8% | 5.6% | 6.1% | 6.2% | 7.8% | 15.0% | 9.4% | 8.3% | 7.1% | 7.6% | 8.8% | |
| Permanent Plus | s.plus | Low Equity | 3.0% | 3.4% | 4.3% | 4.2% | 4.6% | 5.5% | 26.0% | 15.0% | 11.7% | 10.5% | 10.0% | 10.0% | |
| Lazy: Second Grader | s.seco | High Equity | 15.8% | 11.9% | 10.1% | 8.9% | 8.9% | 10.7% | 3.6% | 6.9% | 7.2% | 8.6% | 10.2% | 7.2% | |
| Lazy: Smart Money | s.smar | Balanced | 12.8% | 9.0% | 7.5% | 6.6% | 6.4% | 7.8% | -0.2% | 3.9% | 4.7% | 5.8% | 7.2% | 5.9% | |
| Black Swan Hyperinflation | s.swan | Low Equity | 16.4% | 11.0% | 10.1% | 9.4% | 10.1% | -5.5% | 0.7% | 0.1% | -1.4% | -0.3% | |||
| David Swensen inspired | s.swen | Balanced | 11.8% | 8.6% | 7.3% | 6.6% | 6.3% | 5.3% | 6.7% | 7.0% | 7.7% | 9.3% | |||
| Talmud Broad Market | s.talb | Low Equity | 13.0% | 9.0% | 7.6% | 6.8% | 6.5% | 9.2% | 3.3% | 6.3% | 6.9% | 7.6% | 9.4% | 7.2% | |
| Talmud with Blue Chip | s.talc | Low Equity | 11.5% | 8.1% | 6.9% | 6.2% | 5.9% | 8.3% | 0.9% | 5.7% | 6.8% | 7.0% | 8.8% | 7.1% | |
| Talmud Equities and Gold | s.talg | Low Equity | 13.5% | 8.9% | 7.5% | 6.9% | 7.5% | 10.1% | 8.3% | 8.7% | 8.5% | 8.2% | 9.4% | 9.2% | |
| Talmud Dividend Equities | s.talm | Low Equity | 13.6% | 8.9% | 7.6% | 7.2% | 7.4% | 3.7% | 6.6% | 7.6% | 7.1% | 8.5% | |||
| Talmud with Small Cap | s.tals | Low Equity | 14.1% | 10.1% | 8.6% | 7.7% | 7.5% | 9.9% | -2.2% | 2.9% | 4.3% | 5.5% | 7.6% | 6.0% | |
| Worst Case Scenario | s.wors | Low Equity | 2.2% | 2.1% | 3.4% | 3.4% | 3.4% | 9.8% | 5.7% | 1.3% | -0.3% | -0.9% | |||
| Lazy: Yale Unconventional | s.yale | High Equity | 12.0% | 8.6% | 7.3% | 6.6% | 6.3% | 8.9% | 5.2% | 6.6% | 6.8% | 7.5% | 9.1% | 7.2% | |