Historical Return | Total Return, annualized | |||||||||||||||
Recipe Name | ID | Peer Group | Category | 2018 | 2019 | 2020 | 2021 | 2022 | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Group average | -4.5% | * | * | * | * | 5.9% | * | * | * | * | * | |||||
AQR Divers N | ADANX | Tactical: Managed | Hedged: Arbitrage | 2.0% | * | * | * | * | 0.9% | * | * | * | * | * | ||
S&P Aggressive | AOA | Tactical: Managed | Risk-Driven | -7.9% | * | * | * | * | 11.5% | * | * | * | * | * | ||
S&P Conservative | AOK | Tactical: Managed | Risk-Driven | -3.1% | * | * | * | * | 4.0% | * | * | * | * | * | ||
S&P Moderate | AOM | Tactical: Managed | Risk-Driven | -3.9% | * | * | * | * | 5.7% | * | * | * | * | * | ||
S&P Growth | AOR | Tactical: Managed | Risk-Driven | -5.8% | * | * | * | * | 8.6% | * | * | * | * | * | ||
Arbitrage I | ARBNX | Tactical: Managed | Hedged: Arbitrage | 2.3% | * | * | * | * | 2.8% | * | * | * | * | * | ||
Am Century Target Date | ARTOX | Tactical: Managed | Income: Multi | -4.2% | * | * | * | * | 5.1% | * | * | * | * | * | ||
Absolute Strategies I | ASFIX | Tactical: Managed | Hedged: Abs Return | 1.3% | * | * | * | * | -11.7% | * | * | * | * | * | ||
Dreyfus Alpha I | AVGRX | Tactical: Managed | Blended | -7.2% | * | * | * | * | 3.2% | * | * | * | * | * | ||
BlackRock Strat Inc Opp | BASIX | Tactical: Managed | Income: Multi | -0.8% | * | * | * | * | -2.1% | * | * | * | * | * | ||
Ibbotson Balanced | BETFX | Tactical: Managed | Risk-Driven | -6.2% | * | * | * | * | 6.4% | * | * | * | * | * | ||
PwrSh Sr Loan Portfolio | BKLN | Tactical: Managed | Income: Float Rate | -1.3% | * | * | * | * | 9.1% | * | * | * | * | * | ||
BlackRock EmMkt A | BLSAX | Tactical: Managed | Hedged: Long/Short | -14.5% | * | * | * | * | 3.1% | * | * | * | * | * | ||
UBS Dyn Alpha A | BNAAX | Tactical: Managed | Blended | -6.2% | * | * | * | * | 5.1% | * | * | * | * | * | ||
UBS Global Alloc | BPGLX | Tactical: Managed | Global Macro | -7.6% | * | * | * | * | 4.0% | * | * | * | * | * | ||
Robeco Long/Short I | BPLSX | Tactical: Managed | Hedged: Long/Short | -15.5% | * | * | * | * | 14.6% | * | * | * | * | * | ||
Berkshire Hathaway Inc | BRK.A | Tactical: Managed | Global Macro | 2.8% | * | * | * | * | 29.8% | * | * | * | * | * | ||
Calamos Convertible A | CCVIX | Tactical: Managed | Income: Multi | 0.5% | * | * | * | * | 2.4% | * | * | * | * | * | ||
Invesco Convertible Y | CNSDX | Tactical: Managed | Income: Multi | -1.5% | * | * | * | * | 0.6% | * | * | * | * | * | ||
Columbia Thermostat Z | COTZX | Tactical: Managed | Risk-Driven | 0.1% | * | * | * | * | 3.9% | * | * | * | * | * | ||
IQ CPI Hedge ETF | CPI | Tactical: Managed | Hedged: Abs Return | -1.7% | * | * | * | * | 2.6% | * | * | * | * | * | ||
ProShares Lg Cap | CSM | Tactical: Managed | Hedged: 130-30 | -7.9% | * | * | * | * | 11.4% | * | * | * | * | * | ||
Calamos Global Growth | CVLOX | Tactical: Managed | Income: Global | -9.8% | * | * | * | * | 9.3% | * | * | * | * | * | ||
Calamos Market Neu Inc | CVSIX | Tactical: Managed | Hedged: Mkt Neutral | 1.5% | * | * | * | * | 7.3% | * | * | * | * | * | ||
Gugg Multi-Asset | CVY | Tactical: Managed | Income: Multi | -10.8% | * | * | * | * | 8.4% | * | * | * | * | * | ||
Barclays Conv Bond | CWB | Tactical: Managed | Income: Multi | -2.0% | * | * | * | * | 4.7% | * | * | * | * | * | ||
WisdmTr EM HiYld | DEM | Tactical: Managed | Income: Equity | -7.7% | * | * | * | * | 14.1% | * | * | * | * | * | ||
WisdmTr EM SmCap | DGS | Tactical: Managed | Income: Equity | -16.5% | * | * | * | * | 12.5% | * | * | * | * | * | ||
Diamond Hill Long-Short I | DHLSX | Tactical: Managed | Hedged: Long/Short | -7.0% | * | * | * | * | 4.2% | * | * | * | * | * | ||
WisdomTree ex-US | DLN | Tactical: Managed | Income: Equity | -5.8% | * | * | * | * | 8.9% | * | * | * | * | * | ||
WisdmTr Intl SmCap | DLS | Tactical: Managed | Income: Equity | -18.9% | * | * | * | * | 8.2% | * | * | * | * | * | ||
Dodge & Cox Balanced | DODBX | Tactical: Managed | Risk-Driven | -5.0% | * | * | * | * | 9.4% | * | * | * | * | * | ||
DFA Select Hedged | DSHGX | Tactical: Managed | Global Macro | -11.7% | * | * | * | * | 13.7% | * | * | * | * | * | ||
MFS Target Return A | DVRAX | Tactical: Managed | Hedged: Abs Return | -0.7% | * | * | * | * | 6.5% | * | * | * | * | * | ||
iShares Select Dividend | DVY | Tactical: Managed | Income: Equity | -6.3% | * | * | * | * | -2.0% | * | * | * | * | * | ||
SPDR S&P Int'l | DWX | Tactical: Managed | Income: Equity | -11.1% | * | * | * | * | 9.8% | * | * | * | * | * | ||
EatonVance GlobalMacro | EIGMX | Tactical: Managed | Hedged: Abs Return | -3.3% | * | * | * | * | 5.9% | * | * | * | * | * | ||
Fidelity Balanced | FBALX | Tactical: Managed | Risk-Driven | -4.0% | * | * | * | * | 11.5% | * | * | * | * | * | ||
Fidelity Convertibles | FCVSX | Tactical: Managed | Income: Multi | -1.5% | * | * | * | * | 4.7% | * | * | * | * | * | ||
Fidelity Equity | FEQTX | Tactical: Managed | Income: Equity | -9.7% | * | * | * | * | 10.1% | * | * | * | * | * | ||
Fidelity Muni | FHIGX | Tactical: Managed | Income: Tax Exempt | 0.6% | * | * | * | * | -0.8% | * | * | * | * | * | ||
Nuveen Amer Muni | FLAAX | Tactical: Managed | Income: Tax Exempt | 0.4% | * | * | * | * | -1.9% | * | * | * | * | * | ||
FPA Crescent | FPACX | Tactical: Managed | Risk-Driven | -7.4% | * | * | * | * | 14.2% | * | * | * | * | * | ||
Fidelity Puritan | FPURX | Tactical: Managed | Risk-Driven | -4.2% | * | * | * | * | 11.8% | * | * | * | * | * | ||
Fidelity Strategic | FSDIX | Tactical: Managed | Income: Equity | -4.5% | * | * | * | * | 5.3% | * | * | * | * | * | ||
First Trust Focus 5 | FV | Tactical: Managed | Sector Rotation | -8.3% | * | * | * | * | 3.6% | * | * | * | * | * | ||
Gabelli ABC AAA | GABCX | Tactical: Managed | Hedged: Mkt Neutral | 0.2% | * | * | * | * | 5.7% | * | * | * | * | * | ||
Natixis ASG Global | GAFYX | Tactical: Managed | Hedged: Abs Return | -6.0% | * | * | * | * | 5.8% | * | * | * | * | * | ||
Goldman Sachs Instl | GARTX | Tactical: Managed | Hedged: Abs Return | -2.8% | * | * | * | * | 7.5% | * | * | * | * | * | ||
GMO Benchm-Free | GBMFX | Tactical: Managed | Global Macro | -5.4% | * | * | * | * | 10.5% | * | * | * | * | * | ||
Leuthold Global | GLBIX | Tactical: Managed | Global Macro | -12.8% | * | * | * | * | 6.5% | * | * | * | * | * | ||
GMO Global Alloc | GMWAX | Tactical: Managed | Global Macro | -7.3% | * | * | * | * | 10.4% | * | * | * | * | * | ||
Goldman Sachs Strat Inc | GSZAX | Tactical: Managed | Income: Multi | -2.4% | * | * | * | * | 4.4% | * | * | * | * | * | ||
Hedge Replication | HDG | Tactical: Managed | Blended | -4.5% | * | * | * | * | 4.7% | * | * | * | * | * | ||
iShares Hi Div Equity | HDV | Tactical: Managed | Income: Equity | -3.0% | * | * | * | * | 6.6% | * | * | * | * | * | ||
ETF: SPDR Inc Alloc | INKM | Tactical: Managed | Income: Multi | -5.3% | * | * | * | * | 2.9% | * | * | * | * | * | ||
Ivy Asset Strategy | IVAEX | Tactical: Managed | Global Macro | -19.3% | * | * | * | * | 11.5% | * | * | * | * | * | ||
iSh MultiAsset Income | IYLD | Tactical: Managed | Income: Multi | -4.8% | * | * | * | * | 4.6% | * | * | * | * | * | ||
Janus Balanced | JANBX | Tactical: Managed | Risk-Driven | 0.6% | * | * | * | * | 5.9% | * | * | * | * | * | ||
Jhancock Global Abs Ret I | JHAIX | Tactical: Managed | Hedged: Abs Return | -5.1% | * | * | * | * | 5.5% | * | * | * | * | * | ||
JPMorgan Mkt Neutral A | JMNAX | Tactical: Managed | Hedged: Mkt Neutral | 1.9% | * | * | * | * | 8.4% | * | * | * | * | * | ||
KCM MacroTrends | KCMTX | Tactical: Managed | Hedged: Long/Short | -4.5% | * | * | * | * | 3.9% | * | * | * | * | * | ||
Inst: Forward Select | KIFYX | Tactical: Managed | Income: Multi | -8.5% | * | * | * | * | -5.7% | * | * | * | * | * | ||
Columbia Div Income | LBSAX | Tactical: Managed | Income: Equity | -4.6% | * | * | * | * | 9.8% | * | * | * | * | * | ||
Invesco Divers Dividend | LCEIX | Tactical: Managed | Income: Equity | -7.7% | * | * | * | * | 7.0% | * | * | * | * | * | ||
Leuthold Core | LCORX | Tactical: Managed | Global Macro | -6.2% | * | * | * | * | 9.2% | * | * | * | * | * | ||
Lord Abbett Float Rate | LFRAX | Tactical: Managed | Income: Float Rate | -0.2% | * | * | * | * | 1.0% | * | * | * | * | * | ||
Loomis Global Eq A | LGMAX | Tactical: Managed | Income: Global | -5.2% | * | * | * | * | 12.8% | * | * | * | * | * | ||
Loomis Global Eq Y | LSWWX | Tactical: Managed | Global Macro | -5.0% | * | * | * | * | 13.1% | * | * | * | * | * | ||
BlackRock Global I | MALOX | Tactical: Managed | Global Macro | -7.4% | * | * | * | * | 7.2% | * | * | * | * | * | ||
BlackRock Eq Dividend | MDDVX | Tactical: Managed | Income: Equity | -7.4% | * | * | * | * | 3.8% | * | * | * | * | * | ||
FirstTrust Multi-Asset | MDIV | Tactical: Managed | Income: Multi | -5.8% | * | * | * | * | 0.2% | * | * | * | * | * | ||
BlackRock Nat'l Muni | MDNLX | Tactical: Managed | Income: Tax Exempt | 0.4% | * | * | * | * | -1.4% | * | * | * | * | * | ||
MainStay Marketfield A | MFADX | Tactical: Managed | Hedged: Long/Short | -13.4% | * | * | * | * | 8.0% | * | * | * | * | * | ||
MFS Global Tot Ret | MFWIX | Tactical: Managed | Global Macro | -7.0% | * | * | * | * | 8.0% | * | * | * | * | * | ||
Aberdeen Long-Short A | MLSAX | Tactical: Managed | Hedged: Long/Short | -3.8% | * | * | * | * | 2.0% | * | * | * | * | * | ||
IQ Merger Arbitrage | MNA | Tactical: Managed | Hedged: Arbitrage | 2.1% | * | * | * | * | -1.1% | * | * | * | * | * | ||
MainStay Int'l Opp | MYITX | Tactical: Managed | Hedged: 130-30 | -23.5% | * | * | * | * | 16.0% | * | * | * | * | * | ||
Grimaldi Sector | NAVFX | Tactical: Managed | Sector Rotation | -5.3% | * | * | * | * | 13.1% | * | * | * | * | * | ||
Neuberger Berman Eq Inc | NBHAX | Tactical: Managed | Income: Global | -5.8% | * | * | * | * | 2.4% | * | * | * | * | * | ||
Nuveen Preferred I | NPSRX | Tactical: Managed | Income: Multi | -5.7% | * | * | * | * | -5.8% | * | * | * | * | * | ||
Putnam Abs Ret 100 Y | PARYX | Tactical: Managed | Hedged: Abs Return | 2.2% | * | * | * | * | -0.1% | * | * | * | * | * | ||
PIMCO All-Asset | PAUIX | Tactical: Managed | Global Macro | -6.1% | * | * | * | * | -0.8% | * | * | * | * | * | ||
DWA Tech Leaders | PDP | Tactical: Managed | Blended | -6.0% | * | * | * | * | 10.6% | * | * | * | * | * | ||
iShr Preferred ETF | PFF | Tactical: Managed | Income: Multi | -4.6% | * | * | * | * | -1.2% | * | * | * | * | * | ||
PIMCO Global Multi | PGAIX | Tactical: Managed | Global Macro | * | * | * | * | * | * | * | * | * | ||||
PowerSh Preferred ETF | PGX | Tactical: Managed | Income: Multi | -4.0% | * | * | * | * | -3.7% | * | * | * | * | * | ||
PowerShares Intl Div | PID | Tactical: Managed | Income: Equity | -11.4% | * | * | * | * | 6.9% | * | * | * | * | * | ||
Principal GlobMultiStrat | PMSAX | Tactical: Managed | Blended | -4.6% | * | * | * | * | 4.8% | * | * | * | * | * | ||
Pimco Income P | PONPX | Tactical: Managed | Income: Multi | 0.4% | * | * | * | * | -1.6% | * | * | * | * | * | ||
Principal Preferred | PPSIX | Tactical: Managed | Income: Multi | -4.5% | * | * | * | * | 0.5% | * | * | * | * | * | ||
T. Rowe Equity Income | PRFDX | Tactical: Managed | Income: Equity | -9.3% | * | * | * | * | 5.1% | * | * | * | * | * | ||
T. Rowe Summit Muni | PRINX | Tactical: Managed | Income: Tax Exempt | 0.4% | * | * | * | * | -1.4% | * | * | * | * | * | ||
Permanent Portfolio | PRPFX | Strategic: Managed | Low Equity | -6.2% | * | * | * | * | 11.7% | * | * | * | * | * | ||
T. Rowe Global Bond | PRSNX | Tactical: Managed | Income: Multi | 0.4% | * | * | * | * | -3.8% | * | * | * | * | * | ||
iSh Global Energy | PWC | Tactical: Managed | Blended | -6.4% | * | * | * | * | 13.3% | * | * | * | * | * | ||
Putnam Abs Ret 300 Y | PYTRX | Tactical: Managed | Hedged: Abs Return | 0.9% | * | * | * | * | 0.2% | * | * | * | * | * | ||
IQ Hedge Multi-Strat | QAI | Tactical: Managed | Blended | -3.3% | * | * | * | * | 6.7% | * | * | * | * | * | ||
MultiAsset ETF | RLY | Tactical: Managed | Hedged: Abs Return | -11.7% | * | * | * | * | 1.5% | * | * | * | * | * | ||
S&P 500 Equal Weight | RSP | Strategic: Managed | Equal Weight | -7.8% | * | * | * | * | 8.4% | * | * | * | * | * | ||
Hundredfold Select | SFHYX | Tactical: Managed | Blended | -3.0% | * | * | * | * | -1.6% | * | * | * | * | * | ||
Sound Mind Investing | SMIFX | Tactical: Managed | Momentum | -8.7% | * | * | * | * | 3.1% | * | * | * | * | * | ||
Schwab Div Equity | SWDSX | Tactical: Managed | Income: Equity | -12.0% | * | * | * | * | 5.1% | * | * | * | * | * | ||
Schwab Balanced | SWOBX | Tactical: Managed | Risk-Driven | -4.3% | * | * | * | * | 7.2% | * | * | * | * | * | ||
Thornburg Inv Income A | TIBAX | Tactical: Managed | Income: Global | -4.5% | * | * | * | * | 14.4% | * | * | * | * | * | ||
Thornburg Inv Income Y | TIBIX | Tactical: Managed | Global Macro | -4.2% | * | * | * | * | 14.7% | * | * | * | * | * | ||
T. Rowe Retire Balanced | TRRIX | Tactical: Managed | Income: Multi | -3.3% | * | * | * | * | 1.2% | * | * | * | * | * | ||
Vanguard LifeStrat Growth | VASGX | Tactical: Managed | Risk-Driven | -6.9% | * | * | * | * | 10.6% | * | * | * | * | * | ||
Vanguard LifeStrategy | VASIX | Tactical: Managed | Income: Multi | -1.1% | * | * | * | * | 1.5% | * | * | * | * | * | ||
Vanguard Balanced | VBIAX | Tactical: Managed | Risk-Driven | -2.9% | * | * | * | * | 8.2% | * | * | * | * | * | ||
Vanguard Equity | VEIPX | Tactical: Managed | Income: Equity | -5.7% | * | * | * | * | 7.7% | * | * | * | * | * | ||
VALIC Global Strat | VGLSX | Tactical: Managed | Global Macro | -8.3% | * | * | * | * | 7.0% | * | * | * | * | * | ||
Vanguard STAR Inv | VGSTX | Tactical: Managed | Risk-Driven | -5.3% | * | * | * | * | 8.1% | * | * | * | * | * | ||
ValueLine AssetAlloc | VLAAX | Tactical: Managed | Risk-Driven | 2.0% | * | * | * | * | 5.8% | * | * | * | * | * | ||
Vanguard Market Neutral | VMNFX | Tactical: Managed | Hedged: Mkt Neutral | -0.2% | * | * | * | * | 10.8% | * | * | * | * | * | ||
Vanguard Target Retire | VTINX | Tactical: Managed | Income: Multi | -2.0% | * | * | * | * | 3.3% | * | * | * | * | * | ||
Vanguard Wellington Inv | VWELX | Tactical: Managed | Risk-Driven | -3.4% | * | * | * | * | 7.7% | * | * | * | * | * | ||
Vanguard Wellesley Adm | VWIAX | Tactical: Managed | Income: Multi | -2.5% | * | * | * | * | 2.7% | * | * | * | * | * | ||
Vanguard Wellesley Inv | VWINX | Tactical: Managed | Risk-Driven | -2.6% | * | * | * | * | 2.6% | * | * | * | * | * | ||
Vanguard LT Tax-Exempt | VWLTX | Tactical: Managed | Income: Tax Exempt | 0.9% | * | * | * | * | -0.9% | * | * | * | * | * | ||
Vanguard Hi Div Yld ETF | VYM | Tactical: Managed | Income: Equity | -5.9% | * | * | * | * | 7.2% | * | * | * | * | * | ||
WF Asset Allocation | WFAIX | Tactical: Managed | Risk-Driven | -2.6% | * | * | * | * | 7.6% | * | * | * | * | * | ||
FundX Upgrader | XCOR | Tactical: Managed | Momentum | -3.7% | * | * | * | * | -0.8% | * | * | * | * | * | ||
Strategic 50-50 | s.5050 | Strategic: DIY | Balanced | -2.3% | * | * | * | * | 6.7% | * | * | * | * | * | ||
Strategic 60-40 Portfolio | s.6040 | Strategic: DIY | Balanced | -2.8% | * | * | * | * | 8.3% | * | * | * | * | * | ||
Strategic 70-30 Portfolio | s.7030 | Strategic: DIY | High Equity | -3.4% | * | * | * | * | 9.9% | * | * | * | * | * | ||
7Twelve Israelson | s.712 | Strategic: DIY | Balanced | -7.7% | * | * | * | * | 3.8% | * | * | * | * | * | ||
Strategic 80-20 Portfolio | s.8020 | Strategic: DIY | High Equity | -4.0% | * | * | * | * | 11.5% | * | * | * | * | * | ||
ETF Aggressive | s.aggr | Strategic: DIY | High Equity | -10.1% | * | * | * | * | 9.8% | * | * | * | * | * | ||
Lazy: Aronson | s.aron | Strategic: DIY | High Equity | -7.5% | * | * | * | * | 5.3% | * | * | * | * | * | ||
Ben Stein inspired | s.bens | Strategic: DIY | High Equity | -7.1% | * | * | * | * | 10.9% | * | * | * | * | * | ||
Harry Browne inspired | s.brow | Strategic: DIY | Low Equity | -1.4% | * | * | * | * | 4.4% | * | * | * | * | * | ||
Lazy: Ultimate Buy & Hold | s.buyh | Strategic: DIY | Balanced | -6.3% | * | * | * | * | 4.3% | * | * | * | * | * | ||
Lazy: Coffeehouse | s.coff | Strategic: DIY | Balanced | -5.0% | * | * | * | * | 3.1% | * | * | * | * | * | ||
Couch Potato: Scott Burns | s.couc | Strategic: DIY | Balanced | -3.1% | * | * | * | * | 5.3% | * | * | * | * | * | ||
Ray Dalio inspired | s.dali | Strategic: DIY | Low Equity | -3.4% | * | * | * | * | 1.8% | * | * | * | * | * | ||
Ben Graham 50-50 | s.grah | Strategic: DIY | Balanced | -6.5% | * | * | * | * | 6.0% | * | * | * | * | * | ||
Safe Haven Portfolio | s.have | Strategic: DIY | Balanced | -4.4% | * | * | * | * | 3.1% | * | * | * | * | * | ||
Ivy Portfolio | s.ivyp | Strategic: DIY | Low Equity | -6.9% | * | * | * | * | 2.5% | * | * | * | * | * | ||
Six Ways from Sunday | s.lazy | Strategic: DIY | Balanced | -7.9% | * | * | * | * | 5.3% | * | * | * | * | * | ||
Low Volatility Portfolio | s.lowv | Strategic: DIY | High Equity | -0.3% | * | * | * | * | 4.8% | * | * | * | * | * | ||
Lazy: Margaritaville | s.marg | Strategic: DIY | Balanced | -7.0% | * | * | * | * | 6.6% | * | * | * | * | * | ||
ETF Moderate | s.mode | Strategic: DIY | Balanced | -5.8% | * | * | * | * | 5.0% | * | * | * | * | * | ||
Lazy: No Brainer | s.nobr | Strategic: DIY | High Equity | -7.1% | * | * | * | * | 10.4% | * | * | * | * | * | ||
No Equity Portfolio | s.noeq | Strategic: DIY | Low Equity | -2.8% | * | * | * | * | -1.9% | * | * | * | * | * | ||
Permanent Plus | s.plus | Strategic: DIY | Low Equity | -1.2% | * | * | * | * | 7.5% | * | * | * | * | * | ||
Lazy: Second Grader | s.seco | Strategic: DIY | High Equity | -7.4% | * | * | * | * | 12.1% | * | * | * | * | * | ||
Lazy: Smart Money | s.smar | Strategic: DIY | Balanced | -5.0% | * | * | * | * | 5.7% | * | * | * | * | * | ||
Black Swan Hyperinflation | s.swan | Strategic: DIY | Low Equity | -9.3% | * | * | * | * | 11.6% | * | * | * | * | * | ||
David Swensen inspired | s.swen | Strategic: DIY | Balanced | -5.8% | * | * | * | * | 3.1% | * | * | * | * | * | ||
Talmud Broad Market | s.talb | Strategic: DIY | Low Equity | -3.4% | * | * | * | * | 2.0% | * | * | * | * | * | ||
Talmud with Blue Chip | s.talc | Strategic: DIY | Low Equity | -2.4% | * | * | * | * | 1.7% | * | * | * | * | * | ||
Talmud Equities and Gold | s.talg | Strategic: DIY | Low Equity | -3.8% | * | * | * | * | 6.8% | * | * | * | * | * | ||
Talmud Dividend Equities | s.talm | Strategic: DIY | Low Equity | -3.1% | * | * | * | * | 3.5% | * | * | * | * | * | ||
Talmud with Small Cap | s.tals | Strategic: DIY | Low Equity | -4.9% | * | * | * | * | -0.1% | * | * | * | * | * | ||
Worst Case Scenario | s.wors | Strategic: DIY | Low Equity | 4.6% | * | * | * | * | -8.1% | * | * | * | * | * | ||
Lazy: Yale Unconventional | s.yale | Strategic: DIY | High Equity | -5.9% | * | * | * | * | 2.1% | * | * | * | * | * | ||
Adaptive Allocation A | t.aaaa | Tactical: DIY | Adaptive | -5.4% | * | * | * | * | 7.9% | * | * | * | * | * | ||
Adaptive Allocation B | t.aaab | Tactical: DIY | Adaptive | -7.5% | * | * | * | * | 9.1% | * | * | * | * | * | ||
Adaptive Allocation C | t.aaac | Tactical: DIY | Adaptive | -7.7% | * | * | * | * | 8.8% | * | * | * | * | * | ||
Adaptive Allocation D | t.aaad | Tactical: DIY | Adaptive | -5.2% | * | * | * | * | 14.5% | * | * | * | * | * | ||
Adaptive Allocation E | t.aaae | Tactical: DIY | Adaptive | -3.2% | * | * | * | * | 8.4% | * | * | * | * | * | ||
Adaptive Allocation F | t.aaaf | Tactical: DIY | Adaptive | 0.1% | * | * | * | * | 3.6% | * | * | * | * | * | ||
Active Combined Asset | t.acap | Tactical: DIY | Momentum | -6.2% | * | * | * | * | -1.1% | * | * | * | * | * | ||
Minimum CdaR | t.cdar | Tactical: DIY | Risk-Driven | -4.3% | * | * | * | * | 8.2% | * | * | * | * | * | ||
Minimum Correlation | t.coco | Tactical: DIY | Correlation | -6.1% | * | * | * | * | 3.4% | * | * | * | * | * | ||
Minimum CvaR | t.cvar | Tactical: DIY | Risk-Driven | 3.2% | * | * | * | * | 10.3% | * | * | * | * | * | ||
Defensive Bond | t.dbnd | Tactical: DIY | Momentum | 1.6% | * | * | * | * | 9.2% | * | * | * | * | * | ||
Equal Weight With Cluster | t.dist | Tactical: DIY | Correlation | -3.0% | * | * | * | * | 5.6% | * | * | * | * | * | ||
Dynamic Harry Browne | t.dyhb | Tactical: DIY | Momentum | -2.0% | * | * | * | * | 2.8% | * | * | * | * | * | ||
Equal Risk Contribution | t.eqrc | Tactical: DIY | Risk-Driven | -3.8% | * | * | * | * | 6.2% | * | * | * | * | * | ||
Equal Weight Portfolio | t.eqwt | Tactical: DIY | Equal Weight | -6.2% | * | * | * | * | 7.8% | * | * | * | * | * | ||
Faber Rel Strength: Top 1 | t.frs1 | Tactical: DIY | Momentum | -6.4% | * | * | * | * | -1.1% | * | * | * | * | * | ||
Faber Rel Strength: Top 2 | t.frs2 | Tactical: DIY | Momentum | -9.1% | * | * | * | * | 7.0% | * | * | * | * | * | ||
Faber Rel Strength: Top 3 | t.frs3 | Tactical: DIY | Momentum | -2.4% | * | * | * | * | 2.9% | * | * | * | * | * | ||
Faber Rel Strength: Top 4 | t.frs4 | Tactical: DIY | Momentum | -2.2% | * | * | * | * | -0.0% | * | * | * | * | * | ||
Minimum Drawdown | t.loss | Tactical: DIY | Risk-Driven | 3.2% | * | * | * | * | 9.0% | * | * | * | * | * | ||
Minimum Downside MAD | t.madd | Tactical: DIY | Risk-Driven | -1.7% | * | * | * | * | 9.7% | * | * | * | * | * | ||
Minimum Mean Abs Deviation | t.madm | Tactical: DIY | Risk-Driven | -1.7% | * | * | * | * | 9.7% | * | * | * | * | * | ||
Minimum Correlation A | t.mca1 | Tactical: DIY | Risk-Driven | -3.4% | * | * | * | * | 4.5% | * | * | * | * | * | ||
Minimum Correlation B | t.mca2 | Tactical: DIY | Risk-Driven | -4.1% | * | * | * | * | 6.2% | * | * | * | * | * | ||
Maximum Diversification | t.mdiv | Tactical: DIY | Diversification | -4.1% | * | * | * | * | 3.1% | * | * | * | * | * | ||
Minimum Variance B | t.mva2 | Tactical: DIY | Risk-Driven | -2.3% | * | * | * | * | 6.1% | * | * | * | * | * | ||
Minimum Variance C | t.mva3 | Tactical: DIY | Risk-Driven | -1.8% | * | * | * | * | 7.6% | * | * | * | * | * | ||
Minimum Variance A | t.mvar | Tactical: DIY | Risk-Driven | -0.9% | * | * | * | * | 9.7% | * | * | * | * | * | ||
Pure Momentum | t.pure | Tactical: DIY | Momentum | 7.2% | * | * | * | * | 26.3% | * | * | * | * | * | ||
Quarterly Asset Rotation | t.qaro | Tactical: DIY | Momentum | -0.8% | * | * | * | * | 10.2% | * | * | * | * | * | ||
Min Downside Deviation | t.risd | Tactical: DIY | Risk-Driven | 0.8% | * | * | * | * | 8.4% | * | * | * | * | * | ||
Risk Parity Portfolio A | t.rpba | Tactical: DIY | Risk-Driven | -4.4% | * | * | * | * | 8.5% | * | * | * | * | * | ||
Risk Parity With Cluster | t.rpcl | Tactical: DIY | Risk-Driven | -3.3% | * | * | * | * | 7.0% | * | * | * | * | * | ||
Risk Parity Portfolio B | t.rsop | Tactical: DIY | Risk-Driven | -5.0% | * | * | * | * | 8.4% | * | * | * | * | * | ||
Maximum Sharpe Portfolio | t.shar | Tactical: DIY | Risk/Reward | -1.1% | * | * | * | * | 1.3% | * | * | * | * | * | ||
Maximum Sortino Portfolio | t.sort | Tactical: DIY | Risk/Reward | 0.0% | * | * | * | * | 3.0% | * | * | * | * | * | ||
Quartile Sector Rotation | t.srqr | Tactical: DIY | Sector Rotation | -2.9% | * | * | * | * | 30.5% | * | * | * | * | * | ||
Rel Strength Sector Rotatn | t.srrs | Tactical: DIY | Sector Rotation | -5.6% | * | * | * | * | 4.2% | * | * | * | * | * | ||
Top 3 Sector Rotation | t.srt3 | Tactical: DIY | Sector Rotation | -2.8% | * | * | * | * | 7.3% | * | * | * | * | * | ||
Top 5 Sector Rotation | t.srt5 | Tactical: DIY | Sector Rotation | -2.8% | * | * | * | * | 5.5% | * | * | * | * | * | ||
Target Return Post-Modern | t.trdd | Tactical: DIY | Target Return | -6.1% | * | * | * | * | -6.2% | * | * | * | * | * | ||
Target Return 12% | t.tret | Tactical: DIY | Risk-Driven | -7.3% | * | * | * | * | -5.8% | * | * | * | * | * | ||
Target Risk 10% | t.tris | Tactical: DIY | Risk-Driven | -3.6% | * | * | * | * | 11.2% | * | * | * | * | * |