Strategic: DIY, ranked by VizMetrics Score

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	1 year	3 year	5 year	7 year	10 year	15 year	1 year	3 year	5 year	7 year	10 year	15 year
			VizMetrics Score						Total Return, annualized
		Group average	69	85	89	94	96	91	4.3%	6.0%	6.0%	6.3%	7.6%	7.2%

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

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