Strategic: DIY, ranked by Total Return

for period ending June 30, 2020

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.

Recipe Name	ID	Category	Year-to-date	Jun 2020	1 year	3 year	5 year	7 year	10 year	15 year	1 year	3 year	5 year	7 year	10 year	15 year
			Total Return								VizMetrics Score
		Group average	-1.8%	2.0%	4.3%	6.0%	6.0%	6.3%	7.6%	7.2%	69	85	89	94	96	91

Strategic 50-50	s.5050	Balanced	1.9%	1.5%	8.3%	8.1%	7.5%	8.0%	8.9%	6.9%	81	100	100	100	100	100
Strategic 60-40 Portfolio	s.6040	Balanced	0.9%	1.6%	8.0%	8.6%	8.0%	8.8%	9.9%	7.4%	78	97	100	100	100	99
Strategic 70-30 Portfolio	s.7030	High Equity	-0.2%	1.8%	7.7%	9.0%	8.6%	9.5%	10.9%	7.8%	74	93	99	100	100	96
7Twelve Israelson	s.712	Balanced	-7.5%	2.4%	-3.0%	2.6%	3.0%	3.4%	5.2%		53	69	74	81	86
Strategic 80-20 Portfolio	s.8020	High Equity	-1.2%	2.0%	7.3%	9.3%	9.1%	10.3%	11.9%	8.2%	71	90	96	100	100	92
ETF Aggressive	s.aggr	High Equity	-4.1%	3.0%	2.1%	5.0%	5.4%	6.1%			60	74	78	87
Lazy: Aronson	s.aron	High Equity	-1.8%	2.6%	4.6%	6.2%	6.2%	7.1%	8.6%	7.0%	68	83	88	97	100	88
Ben Stein inspired	s.bens	High Equity	-5.8%	2.4%	0.5%	4.8%	5.3%	6.3%	7.9%	6.2%	59	76	82	91	96	81
Harry Browne inspired	s.brow	Low Equity	9.8%	1.3%	16.0%	9.8%	7.9%	7.1%	7.0%	7.6%	100	100	100	100	100	100
Lazy: Ultimate Buy & Hold	s.buyh	Balanced	-4.8%	1.8%	0.1%	3.4%	4.0%	4.9%	6.3%	5.5%	63	80	85	93	98	88
Lazy: Coffeehouse	s.coff	Balanced	-4.8%	1.5%	0.7%	4.5%	5.3%	6.3%	7.9%	6.3%	62	80	88	97	100	90
Couch Potato: Scott Burns	s.couc	Balanced	1.7%	1.6%	7.9%	7.8%	7.1%	7.5%	8.7%	6.7%	80	98	100	100	100	98
Ray Dalio inspired	s.dali	Low Equity	2.6%	1.8%	6.9%	6.2%	5.6%	5.1%	6.0%		82	100	100	100	100
Ben Graham 50-50	s.grah	Balanced	-5.2%	1.6%	-0.0%	3.3%	4.2%	5.0%	6.6%		62	79	86	94	100
Safe Haven Portfolio	s.have	Balanced	-3.7%	0.6%	4.0%	4.6%	5.7%	5.3%	6.6%		71	87	94	95	99
Ivy Portfolio	s.ivyp	Low Equity	-7.9%	2.7%	-2.3%	3.6%	3.6%	3.7%	6.0%		55	74	78	84	91
Six Ways from Sunday	s.lazy	Balanced	-9.2%	1.7%	-5.4%	1.8%	2.8%	3.5%	6.0%		45	63	69	79	87
Low Volatility Portfolio	s.lowv	High Equity	-4.2%	0.4%	-0.9%	4.1%	4.6%	4.9%			67	90	95	99
Lazy: Margaritaville	s.marg	Balanced	-2.5%	2.5%	3.9%	5.6%	5.5%	6.3%	7.6%	6.0%	68	84	88	96	100	86
ETF Moderate	s.mode	Balanced	-2.0%	2.6%	4.3%	6.0%	6.0%	6.7%	7.9%		69	86	91	99	100
Lazy: No Brainer	s.nobr	High Equity	-4.9%	2.2%	1.6%	5.3%	5.8%	7.2%	9.0%	6.6%	59	76	82	94	100	84
No Equity Portfolio	s.noeq	Low Equity	8.1%	1.8%	15.0%	9.4%	8.3%	7.1%	7.6%	8.8%	99	100	100	100	100	100
Permanent Plus	s.plus	Low Equity	16.8%	2.5%	26.0%	15.0%	11.7%	10.5%	10.0%	10.0%	100	100	100	100	100	100
Lazy: Second Grader	s.seco	High Equity	-4.5%	2.7%	3.6%	6.9%	7.2%	8.6%	10.2%	7.2%	61	78	84	96	100	81
Lazy: Smart Money	s.smar	Balanced	-5.5%	1.8%	-0.2%	3.9%	4.7%	5.8%	7.2%	5.9%	60	77	85	95	100	88
Black Swan Hyperinflation	s.swan	Low Equity	-9.4%	2.6%	-5.5%	0.7%	0.1%	-1.4%	-0.3%		44	60	55	55	51
David Swensen inspired	s.swen	Balanced	-1.7%	2.2%	5.3%	6.7%	7.0%	7.7%	9.3%		71	88	95	100	100
Talmud Broad Market	s.talb	Low Equity	-3.5%	1.8%	3.3%	6.3%	6.9%	7.6%	9.4%	7.2%	66	85	94	100	100	88
Talmud with Blue Chip	s.talc	Low Equity	-4.8%	1.4%	0.9%	5.7%	6.8%	7.0%	8.8%	7.1%	64	87	96	100	100	91
Talmud Equities and Gold	s.talg	Low Equity	-0.4%	2.5%	8.3%	8.7%	8.5%	8.2%	9.4%	9.2%	73	94	100	100	100	92
Talmud Dividend Equities	s.talm	Low Equity	-4.0%	2.1%	3.7%	6.6%	7.6%	7.1%	8.5%		65	87	96	97	100
Talmud with Small Cap	s.tals	Low Equity	-7.4%	2.0%	-2.2%	2.9%	4.3%	5.5%	7.6%	6.0%	54	70	79	89	97	79
Worst Case Scenario	s.wors	Low Equity	11.3%	1.4%	9.8%	5.7%	1.3%	-0.3%	-0.9%		96	100	88	83	78
Lazy: Yale Unconventional	s.yale	High Equity	-1.7%	2.3%	5.2%	6.6%	6.8%	7.5%	9.1%	7.2%	71	88	94	100	100	89

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