VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by VizMetrics Score

for period ending November 30, 2023
 
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.
    VizMetrics Score Total Return, annualized
Recipe NameIDPeer GroupCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
   Group average87***** 4.9%*****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage100***** 3.2%*****
S&P AggressiveAOATactical: ManagedRisk-Driven100***** 8.9%*****
S&P ConservativeAOKTactical: ManagedRisk-Driven92***** 4.0%*****
S&P ModerateAOMTactical: ManagedRisk-Driven95***** 5.3%*****
S&P GrowthAORTactical: ManagedRisk-Driven96***** 6.9%*****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage100***** 5.3%*****
Am Century Target DateARTOXTactical: ManagedIncome: Multi95***** 4.5%*****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return44***** -10.4%*****
Dreyfus Alpha IAVGRXTactical: ManagedBlended93***** 2.3%*****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi89***** -0.0%*****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven90***** 4.3%*****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate100***** 9.8%*****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short68***** 2.5%*****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro82***** 2.3%*****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short100***** 10.0%*****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro100***** 13.7%*****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi79***** 1.9%*****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi79***** 0.2%*****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven99***** 5.7%*****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return95***** 3.7%*****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3093***** 9.0%*****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global89***** 5.7%*****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral100***** 7.9%*****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi79***** 5.6%*****
Barclays Conv BondCWBTactical: ManagedIncome: Multi89***** 4.9%*****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity100***** 11.6%*****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity100***** 11.3%*****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short100***** 7.1%*****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity75***** 1.3%*****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity89***** 6.5%*****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven97***** 6.2%*****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro100***** 9.3%*****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return100***** 7.2%*****
iShares Select DividendDVYTactical: ManagedIncome: Equity40***** -7.3%*****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity100***** 9.2%*****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return100***** 3.7%*****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven100***** 10.7%*****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi88***** 3.2%*****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity80***** 2.7%*****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt85***** 1.3%*****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt83***** 0.6%*****
FPA CrescentFPACXTactical: ManagedRisk-Driven100***** 11.1%*****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven100***** 11.3%*****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity80***** 1.6%*****
First Trust Focus 5FVTactical: ManagedSector Rotation51***** -2.7%*****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral100***** 4.8%*****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return97***** 2.4%*****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return100***** 5.7%*****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro100***** 7.9%*****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro89***** 2.7%*****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro100***** 8.1%*****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi100***** 5.6%*****
Hedge ReplicationHDGTactical: ManagedBlended100***** 3.8%*****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity58***** -4.1%*****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi84***** 2.9%*****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro100***** 9.9%*****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi97***** 5.3%*****
Janus BalancedJANBXTactical: ManagedRisk-Driven92***** 5.3%*****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return91***** 1.8%*****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral100***** 11.1%*****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short97***** 5.7%*****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi70***** 0.2%*****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity81***** 2.2%*****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity67***** -0.6%*****
Leuthold CoreLCORXTactical: ManagedGlobal Macro100***** 5.6%*****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate99***** 2.3%*****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global100***** 10.9%*****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro100***** 11.2%*****
BlackRock Global IMALOXTactical: ManagedGlobal Macro98***** 6.9%*****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity80***** 3.2%*****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi82***** 3.4%*****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt86***** 0.9%*****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short83***** 2.3%*****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro84***** 3.0%*****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short38***** -4.8%*****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage86***** -1.0%*****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-3087***** 6.2%*****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation98***** 9.9%*****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global55***** -4.4%*****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi64***** -1.7%*****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return98***** 1.8%*****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro72***** -0.7%*****
DWA Tech LeadersPDPTactical: ManagedBlended79***** 5.7%*****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi81***** 3.0%*****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro *****  *****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi67***** 1.2%*****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity79***** 4.8%*****
Principal GlobMultiStratPMSAXTactical: ManagedBlended100***** 4.2%*****
Pimco Income PPONPXTactical: ManagedIncome: Multi84***** -0.1%*****
Principal PreferredPPSIXTactical: ManagedIncome: Multi91***** 4.4%*****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity65***** -0.3%*****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt85***** 1.3%*****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity100***** 7.7%*****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi94***** 2.2%*****
iSh Global EnergyPWCTactical: ManagedBlended74***** 3.4%*****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return84***** -0.2%*****
IQ Hedge Multi-StratQAITactical: ManagedBlended100***** 6.7%*****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return60***** -2.2%*****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight68***** 1.4%*****
Hundredfold SelectSFHYXTactical: ManagedBlended89***** 2.3%*****
Sound Mind InvestingSMIFXTactical: ManagedMomentum70***** -1.6%*****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity63***** -2.7%*****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven99***** 7.7%*****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global100***** 10.7%*****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro100***** 10.9%*****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi87***** 2.1%*****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven99***** 8.6%*****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi90***** 2.6%*****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven99***** 8.0%*****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity64***** -1.6%*****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro100***** 7.4%*****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven93***** 6.8%*****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven91***** 7.8%*****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral100***** 14.0%*****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi95***** 3.9%*****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven98***** 6.9%*****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi80***** 0.9%*****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven80***** 0.8%*****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt83***** 1.0%*****
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity61***** -2.6%*****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven96***** 7.3%*****
FundX UpgraderXCORTactical: ManagedMomentum84***** 5.2%*****
Strategic 50-50s.5050Strategic: DIYBalanced98***** 6.8%*****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced99***** 8.0%*****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity100***** 9.2%*****
7Twelve Israelsons.712Strategic: DIYBalanced78***** 1.8%*****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity100***** 10.4%*****
ETF Aggressives.aggrStrategic: DIYHigh Equity88***** 6.1%*****
Lazy: Aronsons.aronStrategic: DIYHigh Equity83***** 4.1%*****
Ben Stein inspireds.bensStrategic: DIYHigh Equity100***** 8.2%*****
Harry Browne inspireds.browStrategic: DIYLow Equity94***** 5.7%*****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced82***** 2.2%*****
Lazy: Coffeehouses.coffStrategic: DIYBalanced77***** 1.3%*****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced97***** 6.4%*****
Ray Dalio inspireds.daliStrategic: DIYLow Equity89***** 3.1%*****
Ben Graham 50-50s.grahStrategic: DIYBalanced88***** 3.6%*****
Safe Haven Portfolios.haveStrategic: DIYBalanced75***** 1.6%*****
Ivy Portfolios.ivypStrategic: DIYLow Equity78***** 2.2%*****
Six Ways from Sundays.lazyStrategic: DIYBalanced78***** 2.3%*****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity95***** 3.8%*****
Lazy: Margaritavilles.margStrategic: DIYBalanced93***** 5.9%*****
ETF Moderates.modeStrategic: DIYBalanced87***** 4.6%*****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity90***** 6.2%*****
No Equity Portfolios.noeqStrategic: DIYLow Equity70***** 1.3%*****
Permanent Pluss.plusStrategic: DIYLow Equity100***** 10.5%*****
Lazy: Second Graders.secoStrategic: DIYHigh Equity100***** 9.6%*****
Lazy: Smart Moneys.smarStrategic: DIYBalanced89***** 3.6%*****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity83***** 2.9%*****
David Swensen inspireds.swenStrategic: DIYBalanced79***** 3.6%*****
Talmud Broad Markets.talbStrategic: DIYLow Equity81***** 3.6%*****
Talmud with Blue Chips.talcStrategic: DIYLow Equity78***** 1.8%*****
Talmud Equities and Golds.talgStrategic: DIYLow Equity95***** 8.3%*****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity76***** 2.7%*****
Talmud with Small Caps.talsStrategic: DIYLow Equity70***** -0.3%*****
Worst Case Scenarios.worsStrategic: DIYLow Equity57***** -8.2%*****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity77***** 2.7%*****
Adaptive Allocation At.aaaaTactical: DIYAdaptive100***** 11.1%*****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive81***** 5.0%*****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive80***** 4.6%*****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive98***** 9.4%*****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive95***** 7.6%*****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive94***** 7.8%*****
Active Combined Assett.acapTactical: DIYMomentum75***** 1.9%*****
Minimum CdaRt.cdarTactical: DIYRisk-Driven100***** 19.4%*****
Minimum Correlationt.cocoTactical: DIYCorrelation85***** 6.4%*****
Minimum CvaRt.cvarTactical: DIYRisk-Driven100***** 15.5%*****
Defensive Bondt.dbndTactical: DIYMomentum100***** 6.3%*****
Equal Weight With Clustert.distTactical: DIYCorrelation86***** 5.7%*****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum87***** 3.1%*****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven88***** 6.3%*****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight91***** 7.6%*****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum72***** -0.4%*****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum86***** 3.4%*****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum87***** 1.8%*****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum80***** -0.3%*****
Minimum Drawdownt.lossTactical: DIYRisk-Driven100***** 9.5%*****
Minimum Downside MADt.maddTactical: DIYRisk-Driven100***** 15.0%*****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven100***** 15.0%*****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven83***** 4.8%*****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven89***** 6.3%*****
Maximum Diversificationt.mdivTactical: DIYDiversification88***** 6.8%*****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven91***** 7.0%*****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven97***** 8.9%*****
Minimum Variance At.mvarTactical: DIYRisk-Driven100***** 15.6%*****
Pure Momentumt.pureTactical: DIYMomentum100***** 24.6%*****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum93***** 6.7%*****
Min Downside Deviationt.risdTactical: DIYRisk-Driven100***** 13.8%*****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven95***** 8.5%*****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven90***** 6.8%*****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven94***** 8.3%*****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward96***** 7.5%*****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward100***** 9.0%*****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation26***** 7.2%*****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation66***** -2.5%*****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation45***** -4.9%*****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation68***** 0.6%*****
Target Return Post-Modernt.trddTactical: DIYTarget Return77***** 2.0%*****
Target Return 12%t.tretTactical: DIYRisk-Driven79***** 2.6%*****
Target Risk 10%t.trisTactical: DIYRisk-Driven100***** 9.6%*****