| Historical Return | Total Return, annualized | ||||||||||||||
| Recipe Name | ID | Category | 2015 | 2016 | 2017 | 2018 | 2019 | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group average | -2.3% | 8.7% | 12.7% | -4.7% | 19.8% | 4.3% | 6.0% | 6.0% | 6.3% | 7.6% | 7.2% | ||||
| Strategic 50-50 | s.5050 | Balanced | 0.7% | 7.7% | 12.1% | -2.3% | 19.6% | 8.3% | 8.1% | 7.5% | 8.0% | 8.9% | 6.9% | ||
| Strategic 60-40 Portfolio | s.6040 | Balanced | 0.7% | 8.8% | 13.9% | -2.8% | 21.8% | 8.0% | 8.6% | 8.0% | 8.8% | 9.9% | 7.4% | ||
| Strategic 70-30 Portfolio | s.7030 | High Equity | 0.6% | 9.8% | 15.7% | -3.4% | 24.0% | 7.7% | 9.0% | 8.6% | 9.5% | 10.9% | 7.8% | ||
| 7Twelve Israelson | s.712 | Balanced | -7.1% | 10.9% | 12.0% | -7.7% | 17.3% | -3.0% | 2.6% | 3.0% | 3.4% | 5.2% | |||
| Strategic 80-20 Portfolio | s.8020 | High Equity | 0.6% | 10.8% | 17.5% | -4.0% | 26.2% | 7.3% | 9.3% | 9.1% | 10.3% | 11.9% | 8.2% | ||
| ETF Aggressive | s.aggr | High Equity | -6.6% | 11.7% | 20.8% | -10.1% | 22.3% | 2.1% | 5.0% | 5.4% | 6.1% | ||||
| Lazy: Aronson | s.aron | High Equity | -2.1% | 9.3% | 17.8% | -7.5% | 21.2% | 4.6% | 6.2% | 6.2% | 7.1% | 8.6% | 7.0% | ||
| Ben Stein inspired | s.bens | High Equity | -2.4% | 8.3% | 17.8% | -7.1% | 21.0% | 0.5% | 4.8% | 5.3% | 6.3% | 7.9% | 6.2% | ||
| Harry Browne inspired | s.brow | Low Equity | -2.5% | 6.2% | 10.7% | -1.4% | 16.7% | 16.0% | 9.8% | 7.9% | 7.1% | 7.0% | 7.6% | ||
| Lazy: Ultimate Buy & Hold | s.buyh | Balanced | -1.6% | 7.2% | 12.8% | -6.3% | 16.8% | 0.1% | 3.4% | 4.0% | 4.9% | 6.3% | 5.5% | ||
| Lazy: Coffeehouse | s.coff | Balanced | -0.6% | 9.5% | 11.0% | -5.0% | 19.2% | 0.7% | 4.5% | 5.3% | 6.3% | 7.9% | 6.3% | ||
| Couch Potato: Scott Burns | s.couc | Balanced | -0.5% | 8.9% | 11.7% | -3.1% | 19.3% | 7.9% | 7.8% | 7.1% | 7.5% | 8.7% | 6.7% | ||
| Ray Dalio inspired | s.dali | Low Equity | -3.4% | 9.0% | 9.0% | -3.4% | 15.2% | 6.9% | 6.2% | 5.6% | 5.1% | 6.0% | |||
| Ben Graham 50-50 | s.grah | Balanced | -2.5% | 9.1% | 11.4% | -6.5% | 17.5% | -0.0% | 3.3% | 4.2% | 5.0% | 6.6% | |||
| Safe Haven Portfolio | s.have | Balanced | -4.0% | 7.6% | 12.8% | -4.4% | 19.7% | 4.0% | 4.6% | 5.7% | 5.3% | 6.6% | |||
| Ivy Portfolio | s.ivyp | Low Equity | -5.6% | 9.5% | 11.9% | -6.9% | 20.3% | -2.3% | 3.6% | 3.6% | 3.7% | 6.0% | |||
| Six Ways from Sunday | s.lazy | Balanced | -5.5% | 10.3% | 10.7% | -7.9% | 17.2% | -5.4% | 1.8% | 2.8% | 3.5% | 6.0% | |||
| Low Volatility Portfolio | s.lowv | High Equity | -0.1% | 3.9% | 13.9% | -0.3% | 12.5% | -0.9% | 4.1% | 4.6% | 4.9% | ||||
| Lazy: Margaritaville | s.marg | Balanced | -1.7% | 7.4% | 16.7% | -7.0% | 20.1% | 3.9% | 5.6% | 5.5% | 6.3% | 7.6% | 6.0% | ||
| ETF Moderate | s.mode | Balanced | -2.1% | 9.1% | 14.3% | -5.8% | 20.4% | 4.3% | 6.0% | 6.0% | 6.7% | 7.9% | |||
| Lazy: No Brainer | s.nobr | High Equity | -0.8% | 8.0% | 16.8% | -7.1% | 22.8% | 1.6% | 5.3% | 5.8% | 7.2% | 9.0% | 6.6% | ||
| No Equity Portfolio | s.noeq | Low Equity | -3.1% | 6.5% | 9.0% | -2.8% | 20.6% | 15.0% | 9.4% | 8.3% | 7.1% | 7.6% | 8.8% | ||
| Permanent Plus | s.plus | Low Equity | -1.9% | 6.0% | 17.0% | -1.2% | 23.0% | 26.0% | 15.0% | 11.7% | 10.5% | 10.0% | 10.0% | ||
| Lazy: Second Grader | s.seco | High Equity | -1.0% | 9.2% | 21.0% | -7.4% | 25.6% | 3.6% | 6.9% | 7.2% | 8.6% | 10.2% | 7.2% | ||
| Lazy: Smart Money | s.smar | Balanced | -0.7% | 9.3% | 11.9% | -5.0% | 17.5% | -0.2% | 3.9% | 4.7% | 5.8% | 7.2% | 5.9% | ||
| Black Swan Hyperinflation | s.swan | Low Equity | -15.4% | 18.9% | 6.2% | -9.3% | 14.6% | -5.5% | 0.7% | 0.1% | -1.4% | -0.3% | |||
| David Swensen inspired | s.swen | Balanced | -0.4% | 7.8% | 14.3% | -5.8% | 23.0% | 5.3% | 6.7% | 7.0% | 7.7% | 9.3% | |||
| Talmud Broad Market | s.talb | Low Equity | 1.5% | 8.2% | 9.7% | -3.4% | 22.7% | 3.3% | 6.3% | 6.9% | 7.6% | 9.4% | 7.2% | ||
| Talmud with Blue Chip | s.talc | Low Equity | 1.8% | 8.9% | 10.9% | -2.4% | 19.8% | 0.9% | 5.7% | 6.8% | 7.0% | 8.8% | 7.1% | ||
| Talmud Equities and Gold | s.talg | Low Equity | -2.1% | 10.6% | 12.9% | -3.8% | 26.2% | 8.3% | 8.7% | 8.5% | 8.2% | 9.4% | 9.2% | ||
| Talmud Dividend Equities | s.talm | Low Equity | -2.6% | 12.9% | 10.7% | -3.1% | 23.7% | 3.7% | 6.6% | 7.6% | 7.1% | 8.5% | |||
| Talmud with Small Cap | s.tals | Low Equity | -0.1% | 10.6% | 6.5% | -4.9% | 19.2% | -2.2% | 2.9% | 4.3% | 5.5% | 7.6% | 6.0% | ||
| Worst Case Scenario | s.wors | Low Equity | -6.6% | -2.4% | -4.9% | 4.6% | 2.2% | 9.8% | 5.7% | 1.3% | -0.3% | -0.9% | |||
| Lazy: Yale Unconventional | s.yale | High Equity | -0.4% | 7.6% | 14.2% | -5.9% | 22.8% | 5.2% | 6.6% | 6.8% | 7.5% | 9.1% | 7.2% | ||