All Portfolios, ranked by Beta

for period ending August 31, 2026

More ways to view this list of Portfolio Recipes:
Recipe Summary Page (Total Return with Maximum Drawdown Scatterplots)
by Return: Total Return (1, 3, 5, 10, 15, 20 years), Historical Return (past 5 years)
by Risk vs. Return: Risk vs. Return Compass, M-Squared, Alpha, Sharpe Ratio, Sortino Ratio, Treynor Ratio
by Volatility / Risk: Maximum Drawdown, Standard Deviation, Downside Deviation, Beta
by Peer Group: Strategic: DIY, Tactical: DIY, Tactical: Managed

Beta measures the volatility vs. the S&P 500 equity benchmark, as represented by the SPY exchange-traded fund. A beta of 1.10 means that the asset class is 10% more volatile than the benchmark.

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Beta vs. Annual Return
● Portfolio Recipes: All Portfolios ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)

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        Beta   Total Return, annualized
Recipe Name ID Peer Group Category 1 year 3 year 5 year 10 year 15 year 20 year   1 year 3 year 5 year 10 year 15 year 20 year
      Group average  
   
U.S. Total Bond Market BND Benchmark Benchmark 0.08 0.23 0.25 0.15 0.11 0.08   1.8% 4.1% -0.4% 1.4% 2.0% 3.1%
S&P 500 SPY Benchmark Benchmark 1.00 1.00 1.00 1.00 1.00 1.00   20.2% 20.9% 12.7% 15.3% 15.0% 11.3%
Strategic 50-50 s.5050 Strategic: DIY Balanced 0.53 0.63 0.63 0.59 0.57 0.55   10.9% 12.2% 5.7% 8.2% 8.4% 7.4%
Strategic 60-40 Portfolio s.6040 Benchmark Benchmark 0.62 0.71 0.71 0.67 0.66 0.65   12.7% 13.9% 6.9% 9.5% 9.7% 8.2%
7Twelve Israelson s.712 Strategic: DIY Balanced 0.43 0.53 0.60 0.64 0.66     18.7% 13.2% 7.0% 7.6% 6.4%  
Couch Potato: Scott Burns s.couc Strategic: DIY Balanced 0.55 0.60 0.64 0.60 0.59 0.58   10.3% 12.1% 6.0% 8.6% 8.5% 7.5%
Ben Graham 50-50 s.grah Strategic: DIY Balanced 0.28 0.44 0.55 0.55 0.55 0.58   11.9% 11.8% 5.9% 6.8% 6.9% 6.0%
Safe Haven Portfolio s.have Strategic: DIY Balanced 0.24 0.28 0.44 0.43 0.44     14.8% 16.7% 9.0% 8.0% 6.8%  
Six Ways from Sunday s.lazy Strategic: DIY Balanced 0.32 0.51 0.65 0.71 0.72     16.5% 12.6% 7.7% 7.5% 7.0%  
ETF Moderate s.mode Strategic: DIY Balanced 0.58 0.65 0.67 0.64 0.65     13.0% 12.8% 5.4% 7.8% 7.7%  
David Swensen inspired s.swen Strategic: DIY Balanced 0.61 0.73 0.76 0.69 0.68     13.0% 12.5% 4.6% 7.6% 8.3%  
Lazy: Ultimate Buy & Hold s.buyh Strategic: DIY Balanced 0.46 0.53 0.57 0.57 0.58 0.62   13.1% 11.5% 5.0% 6.6% 6.5% 5.9%
Lazy: Coffeehouse s.coff Strategic: DIY Balanced 0.43 0.62 0.65 0.63 0.63 0.66   11.6% 10.9% 4.5% 6.8% 7.5% 6.5%
Lazy: Margaritaville s.marg Strategic: DIY Balanced 0.65 0.64 0.70 0.68 0.69 0.72   15.4% 14.6% 6.7% 8.8% 8.1% 6.9%
Lazy: Smart Money s.smar Strategic: DIY Balanced 0.46 0.56 0.58 0.61 0.62 0.65   13.0% 12.2% 6.1% 7.6% 7.7% 6.6%
Strategic 70-30 Portfolio s.7030 Strategic: DIY High Equity 0.71 0.79 0.78 0.76 0.75 0.74   14.6% 15.6% 8.1% 10.9% 10.9% 9.0%
Strategic 80-20 Portfolio s.8020 Strategic: DIY High Equity 0.80 0.87 0.86 0.85 0.84 0.84   16.4% 17.3% 9.3% 12.2% 12.2% 9.8%
ETF Aggressive s.aggr Strategic: DIY High Equity 0.65 0.71 0.76 0.78 0.83     16.3% 15.0% 7.0% 9.5% 8.4%  
Ben Stein inspired s.bens Strategic: DIY High Equity 0.66 0.66 0.71 0.74 0.76 0.81   19.5% 16.7% 9.5% 10.3% 9.3% 7.6%
Low Volatility Portfolio s.lowv Strategic: DIY High Equity 0.19 0.20 0.31 0.34       7.7% 9.5% 4.8% 5.4%    
Lazy: Aronson s.aron Strategic: DIY High Equity 0.70 0.74 0.75 0.73 0.73 0.75   16.5% 14.5% 5.7% 8.5% 8.4% 7.4%
Lazy: No Brainer s.nobr Strategic: DIY High Equity 0.60 0.73 0.78 0.79 0.80 0.82   14.8% 14.8% 7.1% 9.4% 9.4% 7.7%
Lazy: Second Grader s.seco Strategic: DIY High Equity 0.85 0.85 0.87 0.88 0.89 0.92   19.8% 18.8% 9.7% 11.9% 11.3% 8.8%
Lazy: Yale Unconventional s.yale Strategic: DIY High Equity 0.62 0.73 0.77 0.70 0.68 0.73   12.6% 12.5% 4.3% 7.4% 8.1% 7.1%
Harry Browne inspired s.brow Strategic: DIY Low Equity 0.42 0.42 0.44 0.33 0.30 0.26   12.9% 13.7% 6.3% 7.0% 6.1% 7.1%
Ray Dalio inspired s.dali Strategic: DIY Low Equity 0.32 0.39 0.46 0.39 0.37     10.1% 9.7% 3.7% 5.4% 5.1%  
Ivy Portfolio s.ivyp Strategic: DIY Low Equity 0.43 0.53 0.62 0.64 0.65     20.2% 13.8% 7.3% 8.4% 7.0%  
No Equity Portfolio s.noeq Strategic: DIY Low Equity 0.42 0.50 0.55 0.39 0.34 0.36   12.6% 13.2% 4.2% 5.4% 5.4% 7.1%
Permanent Plus s.plus Strategic: DIY Low Equity 0.67 0.61 0.62 0.46 0.41 0.36   13.4% 17.2% 7.7% 9.6% 8.3% 9.4%
Black Swan Hyperinflation s.swan Strategic: DIY Low Equity 0.15 0.11 0.34 0.51 0.55     34.6% 19.3% 15.4% 10.3% 4.5%  
Talmud Dividend Equities s.talm Strategic: DIY Low Equity 0.43 0.48 0.61 0.60 0.61 0.66   17.4% 17.8% 10.0% 9.6% 8.8% 9.0%
Worst Case Scenario s.wors Strategic: DIY Low Equity -0.09 -0.06 0.09 0.03 -0.00     5.0% 5.7% 1.1% 1.7% -0.6%  
Talmud with Blue Chip s.talc Strategic: DIY Low Equity 0.42 0.61 0.66 0.62 0.61 0.65   9.2% 10.3% 4.2% 6.8% 7.7% 6.9%
Talmud Broad Market s.talb Strategic: DIY Low Equity 0.54 0.71 0.74 0.69 0.67 0.72   10.2% 11.5% 4.5% 7.2% 8.3% 7.2%
Talmud with Small Cap s.tals Strategic: DIY Low Equity 0.52 0.71 0.71 0.69 0.68 0.74   12.3% 10.7% 3.8% 6.2% 7.2% 6.2%
Talmud Equities and Gold s.talg Strategic: DIY Low Equity 0.69 0.65 0.72 0.68 0.68 0.73   19.8% 21.0% 11.2% 11.3% 9.9% 9.8%
S&P 500 Equal Weight RSP Tactical: Managed Equal Weight 0.53 0.83 0.91 1.01 1.02 1.08   18.2% 15.4% 8.8% 12.0% 12.9% 10.2%
Permanent Portfolio PRPFX Tactical: Managed Low Equity 0.36 0.37 0.47 0.52 0.51 0.48   17.2% 20.1% 12.1% 10.7% 7.5% 8.2%
Adaptive Allocation A t.aaaa Tactical: DIY Adaptive 0.46 0.46 0.52 0.50 0.46 0.43   13.8% 16.5% 6.4% 9.2% 8.4% 10.8%
Adaptive Allocation B t.aaab Tactical: DIY Adaptive 0.56 0.47 0.56 0.51 0.47 0.43   20.8% 16.1% 5.5% 8.1% 7.7% 10.3%
Adaptive Allocation C t.aaac Tactical: DIY Adaptive 0.54 0.46 0.56 0.51 0.47 0.43   21.2% 16.9% 5.9% 8.2% 7.8% 10.3%
Adaptive Allocation D t.aaad Tactical: DIY Adaptive 0.85 0.57 0.61 0.56 0.57 0.52   13.8% 12.7% 6.8% 11.3% 9.4% 12.2%
Adaptive Allocation E t.aaae Tactical: DIY Adaptive 0.68 0.61 0.65 0.64 0.62 0.59   25.9% 20.6% 8.8% 11.7% 9.8% 12.1%
Adaptive Allocation F t.aaaf Tactical: DIY Adaptive 0.91 0.65 0.57 0.44 0.43 0.39   26.7% 22.2% 11.7% 13.5% 13.6% 14.5%
Minimum Correlation t.coco Tactical: DIY Correlation 0.64 0.67 0.66 0.56 0.49 0.46   15.3% 15.2% 5.4% 7.5% 7.6% 8.6%
Maximum Diversification t.mdiv Tactical: DIY Diversification 0.57 0.59 0.59 0.47 0.42 0.35   14.3% 13.8% 4.8% 6.1% 6.9% 8.4%
Equal Weight With Cluster t.dist Tactical: DIY Correlation 0.65 0.65 0.64 0.55 0.49 0.43   14.7% 14.4% 5.7% 6.9% 6.4% 7.9%
Minimum Mean Abs Deviation t.madm Tactical: DIY Risk-Driven 0.54 0.48 0.50 0.41 0.38 0.32   9.6% 14.3% 6.1% 7.9% 8.2% 9.2%
Minimum Variance A t.mvar Tactical: DIY Risk-Driven 0.45 0.45 0.49 0.42 0.38 0.32   10.5% 13.8% 6.7% 8.3% 8.4% 9.4%
Risk Parity Portfolio A t.rpba Tactical: DIY Risk-Driven 0.78 0.74 0.76 0.69 0.70 0.69   19.6% 17.6% 8.1% 10.1% 9.7% 9.5%
Maximum Sortino Portfolio t.sort Tactical: DIY Risk/Reward 0.73 0.49 0.50 0.47 0.44 0.36   20.1% 11.2% 4.8% 10.3% 8.4% 10.3%
Equal Weight Portfolio t.eqwt Tactical: DIY Equal Weight 0.83 0.80 0.81 0.76 0.76 0.80   21.2% 18.2% 8.2% 10.5% 9.7% 9.0%
Faber Rel Strength: Top 1 t.frs1 Tactical: DIY Momentum 0.74 0.81 0.58 0.52 0.51 0.43   6.5% 6.6% 4.7% 8.3% 6.1% 9.7%
Faber Rel Strength: Top 2 t.frs2 Tactical: DIY Momentum 0.27 0.52 0.43 0.43 0.45 0.45   25.1% 13.9% 11.7% 10.6% 8.9% 9.5%
Faber Rel Strength: Top 3 t.frs3 Tactical: DIY Momentum 0.23 0.43 0.40 0.37 0.38 0.39   23.6% 13.5% 9.1% 10.6% 9.7% 9.4%
Faber Rel Strength: Top 4 t.frs4 Tactical: DIY Momentum 0.21 0.33 0.33 0.32 0.32 0.33   19.2% 11.2% 6.4% 7.8% 6.5% 7.1%
Pure Momentum t.pure Tactical: DIY Momentum 1.36 1.12 1.02 0.77 0.63 0.56   24.8% 11.7% 5.9% 12.3% 11.2% 15.9%
Quartile Sector Rotation t.srqr Tactical: DIY Sector Rotation 3.80 2.61 1.96 1.67 1.59 1.42   79.7% 57.2% 42.0% 27.0% 27.7% 22.2%
Rel Strength Sector Rotatn t.srrs Tactical: DIY Sector Rotation 0.25 0.57 0.64 0.63 0.62 0.55   16.4% 12.7% 9.0% 11.4% 11.6% 9.9%
Top 5 Sector Rotation t.srt5 Tactical: DIY Sector Rotation 0.99 1.10 0.94 0.94 0.95 0.85   48.8% 29.9% 18.8% 18.1% 16.6% 13.8%
Top 3 Sector Rotation t.srt3 Tactical: DIY Sector Rotation 0.46 0.80 0.51 0.56 0.62 0.65   22.0% 13.2% 10.5% 11.3% 11.7% 10.9%
Minimum CdaR t.cdar Tactical: DIY Risk-Driven 0.43 0.47 0.46 0.43 0.40 0.34   9.3% 11.3% 4.1% 8.1% 8.3% 9.6%
Minimum CvaR t.cvar Tactical: DIY Risk-Driven 0.32 0.32 0.40 0.33 0.32 0.28   13.0% 17.8% 8.1% 7.9% 8.0% 9.0%
Equal Risk Contribution t.eqrc Tactical: DIY Risk-Driven 0.71 0.68 0.69 0.56 0.52 0.46   18.3% 15.7% 6.6% 8.3% 8.0% 8.9%
Minimum Drawdown t.loss Tactical: DIY Risk-Driven 0.74 0.45 0.47 0.39 0.37 0.34   21.8% 18.3% 8.2% 8.7% 8.2% 9.4%
Minimum Downside MAD t.madd Tactical: DIY Risk-Driven 0.54 0.48 0.50 0.41 0.37 0.32   9.6% 14.3% 6.1% 7.9% 8.2% 9.1%
Minimum Correlation A t.mca1 Tactical: DIY Risk-Driven 0.57 0.58 0.59 0.46 0.43 0.38   15.0% 13.3% 5.2% 6.9% 6.7% 8.0%
Minimum Correlation B t.mca2 Tactical: DIY Risk-Driven 0.68 0.66 0.66 0.53 0.50 0.43   17.6% 15.2% 6.5% 8.0% 7.6% 8.5%
Minimum Variance B t.mva2 Tactical: DIY Risk-Driven 0.49 0.50 0.52 0.40 0.37 0.29   11.6% 12.6% 5.2% 6.7% 6.7% 8.5%
Minimum Variance C t.mva3 Tactical: DIY Risk-Driven 0.60 0.53 0.55 0.45 0.43 0.37   14.2% 15.5% 7.1% 8.5% 8.6% 10.0%
Min Downside Deviation t.risd Tactical: DIY Risk-Driven 0.42 0.43 0.48 0.40 0.37 0.31   10.5% 12.4% 5.7% 8.1% 7.9% 8.9%
Risk Parity With Cluster t.rpcl Tactical: DIY Risk-Driven 0.60 0.61 0.60 0.50 0.45 0.36   13.7% 13.7% 5.8% 6.6% 6.1% 8.0%
Risk Parity Portfolio B t.rsop Tactical: DIY Risk-Driven 0.79 0.75 0.77 0.70 0.71 0.71   19.9% 17.5% 8.2% 10.1% 9.6% 9.3%
Target Return 12% t.tret Tactical: DIY Risk-Driven 0.47 0.46 0.52 0.50 0.44 0.35   14.8% 11.8% 3.1% 6.4% 7.4% 9.4%
Target Risk 10% t.tris Tactical: DIY Risk-Driven 0.47 0.41 0.48 0.41 0.39 0.31   17.6% 13.0% 7.1% 8.6% 6.9% 8.3%
Maximum Sharpe Portfolio t.shar Tactical: DIY Risk/Reward 0.68 0.47 0.49 0.47 0.43 0.36   19.6% 12.4% 5.3% 10.5% 8.8% 10.6%
Target Return Post-Modern t.trdd Tactical: DIY Target Return 0.50 0.46 0.52 0.50 0.45 0.35   13.8% 10.7% 2.3% 6.0% 6.7% 9.1%
Active Combined Asset t.acap Tactical: DIY Momentum 0.69 0.65 0.58 0.54 0.49 0.44   14.3% 17.0% 6.6% 6.5% 6.8% 8.2%
Quarterly Asset Rotation t.qaro Tactical: DIY Momentum 0.33 0.54 0.56 0.38 0.33 0.25   5.0% 11.3% 5.7% 6.5% 4.8% 5.4%
Defensive Bond t.dbnd Tactical: DIY Momentum 0.15 0.29 0.31 0.18       2.1% 5.7% 4.2% 4.9%    
Dynamic Harry Browne t.dyhb Tactical: DIY Momentum 0.29 0.22 0.21 0.15 0.13 0.10   4.8% 8.4% 3.5% 5.2% 3.9% 6.3%
Hedge Replication HDG Tactical: Managed Blended 0.34 0.29 0.32 0.34 0.35     10.9% 7.6% 3.3% 3.9% 3.2%  
Inv Dorsey Wright PDP Tactical: Managed Blended 1.14 1.25 1.16 1.07 1.04     20.2% 18.3% 7.5% 12.4% 12.4%  
NYLI Hedge Multi-Strat QAI Tactical: Managed Blended 0.41 0.35 0.34 0.31 0.31     10.1% 8.6% 4.2% 3.6% 3.2%  
ProShares Lg Cap CSM Tactical: Managed Hedged: 130-30 0.98 1.01 1.01 1.03 1.03     20.4% 21.0% 12.3% 14.2% 14.5%  
MultiAsset ETF RLY Tactical: Managed Hedged: Abs Return 0.05 0.24 0.47 0.60       28.0% 14.9% 11.5% 8.6%    
NYLI Merger Arbitrage MNA Tactical: Managed Hedged: Arbitrage -0.02 0.01 0.06 0.12 0.13     2.3% 5.7% 2.4% 2.8% 3.1%  
AGF AntiBeta BTAL Tactical: Managed Hedged: Mkt Neutral -0.82 -0.89 -0.64 -0.61       -23.2% -9.8% -4.0% -4.1%    
WisdmTr EM HiYld DEM Tactical: Managed Income: Equity 0.53 0.45 0.56 0.70 0.80     26.3% 18.7% 10.5% 9.6% 4.7%  
WisdmTr EM SmCap DGS Tactical: Managed Income: Equity 0.71 0.63 0.62 0.78 0.85     17.6% 14.4% 7.5% 8.7% 5.9%  
WisdomTree ex-US DLN Tactical: Managed Income: Equity 0.48 0.68 0.75 0.85 0.85 0.88   19.5% 18.5% 12.3% 12.7% 13.1% 9.7%
WisdmTr Intl SmCap DLS Tactical: Managed Income: Equity 0.66 0.61 0.72 0.83 0.85 0.97   17.4% 18.9% 7.4% 8.1% 8.0% 6.4%
iShares Select Dividend DVY Tactical: Managed Income: Equity 0.10 0.54 0.66 0.81 0.78 0.82   18.7% 17.1% 10.4% 10.4% 11.9% 8.5%
SPDR S&P Int'l DWX Tactical: Managed Income: Equity 0.20 0.27 0.52 0.60 0.72     16.3% 16.6% 8.1% 7.4% 4.4%  
iShares Core Hi Div HDV Tactical: Managed Income: Equity -0.04 0.29 0.53 0.71 0.68     24.1% 16.8% 12.7% 10.0% 11.2%  
iShr Intl Select Dividend IDV Tactical: Managed Income: Equity 0.28 0.36 0.63 0.77 0.86     29.7% 26.8% 13.7% 10.5% 8.0%  
Invesco Intl Div PID Tactical: Managed Income: Equity 0.28 0.52 0.70 0.84 0.89 0.99   10.4% 13.0% 8.7% 8.6% 6.5% 5.1%
SPDR S&P Dividend SDY Tactical: Managed Income: Equity 0.21 0.54 0.68 0.79 0.80 0.82   13.5% 11.7% 8.3% 9.7% 11.4% 8.9%
Vanguard Hi Div Yld ETF VYM Tactical: Managed Income: Equity 0.45 0.66 0.73 0.82 0.82     20.7% 18.3% 12.0% 11.8% 12.8%  
Invesco Sr Loan ETF BKLN Tactical: Managed Income: Float Rate 0.04 0.09 0.19 0.23 0.23     4.8% 6.9% 5.5% 4.2% 4.4%  
Invesco Multi-Asset CVY Tactical: Managed Income: Multi 0.36 0.65 0.78 1.00 0.98     17.5% 15.4% 9.2% 8.8% 7.5%  
SPDR Conv Sec CWB Tactical: Managed Income: Multi 1.01 0.80 0.72 0.78 0.77     20.4% 15.7% 5.2% 11.4% 10.8%  
SPDR Inc Alloc INKM Tactical: Managed Income: Multi 0.25 0.43 0.50 0.54       9.7% 9.8% 4.0% 5.3%    
iSh MultiAsset Income IYLD Tactical: Managed Income: Multi 0.25 0.30 0.46 0.52       11.0% 10.3% 3.3% 3.7%    
FirstTrust Multi-Asset MDIV Tactical: Managed Income: Multi 0.14 0.36 0.54 0.75       10.9% 11.4% 6.9% 4.8%    
iShr Preferred ETF PFF Tactical: Managed Income: Multi 0.44 0.53 0.53 0.50 0.46     2.1% 5.9% 0.7% 2.9% 4.5%  
Invesco Preferred ETF PGX Tactical: Managed Income: Multi 0.35 0.53 0.53 0.45 0.39     -1.7% 4.2% -1.3% 1.9% 4.0%  
First Trust Focus 5 FV Tactical: Managed Sector Rotation 1.11 1.25 1.09 1.11       20.1% 16.5% 9.5% 13.0%    
iShr Aggressive AOA Tactical: Managed Risk-Driven 0.73 0.75 0.78 0.77 0.80     18.2% 17.0% 8.8% 10.4% 10.3%  
iShr Conservative AOK Tactical: Managed Risk-Driven 0.34 0.42 0.45 0.39 0.37     8.0% 9.2% 3.4% 4.9% 4.9%  
iShr Moderate AOM Tactical: Managed Risk-Driven 0.43 0.48 0.51 0.46 0.45     10.1% 10.7% 4.5% 6.0% 6.1%  
iShr Growth AOR Tactical: Managed Risk-Driven 0.59 0.62 0.64 0.61 0.62     14.0% 13.8% 6.6% 8.2% 8.2%  
Principal GlobMultiStrat PMSAX Tactical: Managed Blended 0.23 0.21 0.23 0.27       11.7% 8.3% 5.3% 4.6%    
Hundredfold Select SFHYX Tactical: Managed Blended 0.28 0.30 0.27 0.27 0.27 0.27   7.5% 7.5% 2.3% 7.0% 6.5% 6.5%
UBS Global Alloc BPGLX Tactical: Managed Global Macro 0.76 0.69 0.63 0.64 0.66 0.75   17.8% 14.7% 5.9% 7.6% 6.9% 5.4%
DFA Select Hedged DSHGX Tactical: Managed Global Macro 0.79 0.80 0.83 0.91       24.3% 21.2% 12.5% 13.0%    
GMO Benchm-Free GBMFX Tactical: Managed Global Macro 0.24 0.24 0.28 0.36 0.38 0.37   22.9% 16.0% 10.1% 6.7% 6.1% 6.2%
Leuthold Global GLBIX Tactical: Managed Global Macro 0.33 0.41 0.48 0.50 0.52     17.2% 12.1% 6.5% 6.4% 6.0%  
GMO Global Alloc GMWAX Tactical: Managed Global Macro 0.46 0.49 0.54 0.55 0.56 0.54   23.3% 17.2% 8.6% 7.7% 6.9% 6.3%
Mac Asset Strategy IVAEX Tactical: Managed Global Macro 0.70 0.67 0.68 0.79 0.85 0.73   12.6% 16.0% 8.5% 8.2% 6.5% 7.0%
Leuthold Core LCORX Tactical: Managed Global Macro 0.47 0.58 0.53 0.51 0.53 0.61   13.1% 12.6% 7.6% 8.2% 7.7% 6.8%
Loomis Global Alloc Y LSWWX Tactical: Managed Global Macro 0.59 0.77 0.87 0.80 0.81 0.83   14.4% 15.2% 6.3% 9.9% 9.3% 9.1%
BlackRock Global I MALOX Tactical: Managed Global Macro 0.70 0.68 0.60 0.61 0.62 0.61   15.2% 14.8% 5.4% 7.7% 6.9% 6.6%
MFS Global Tot Ret MFWIX Tactical: Managed Global Macro 0.31 0.46 0.55 0.56 0.57 0.57   13.3% 11.9% 5.7% 6.8% 7.2% 6.5%
PIMCO All-Asset PAUIX Tactical: Managed Global Macro 0.39 0.41 0.54 0.51 0.52 0.44   13.7% 9.6% 2.8% 4.5% 3.6% 4.6%
Thornburg Inv Income Y TIBIX Tactical: Managed Global Macro 0.29 0.33 0.52 0.66 0.67 0.71   30.8% 26.2% 16.5% 12.6% 11.0% 9.8%
VALIC Global Strat VGLSX Tactical: Managed Global Macro 0.71 0.68 0.67 0.62 0.69 0.69   20.3% 18.0% 8.0% 7.1% 6.9% 6.7%
NYLI Int'l Res MYITX Tactical: Managed Hedged: 130-30 0.82 0.66 0.80 0.81 0.87     28.9% 22.0% 10.4% 7.7% 7.3%  
MFS Target Return A DVRAX Tactical: Managed Hedged: Abs Return 0.08 0.15 0.22 0.24 0.23     5.4% 8.7% 5.0% 4.9% 4.5%  
EatonVance GlobalMacro EIGMX Tactical: Managed Hedged: Abs Return 0.10 0.10 0.07 0.11 0.12 0.09   11.6% 9.1% 5.5% 4.4% 3.7% 4.4%
Virtus ASG Global GAFYX Tactical: Managed Hedged: Abs Return 0.53 0.35 0.28 0.30 0.33     15.0% 8.1% 5.4% 4.5% 3.6%  
Goldman Sachs Instl GARTX Tactical: Managed Hedged: Abs Return 0.46 0.38 0.37 0.37 0.37     11.6% 8.4% 5.1% 5.0% 4.1%  
Jhancock Multi Abs Ret I JHAIX Tactical: Managed Hedged: Abs Return 0.40 0.35 0.32 0.27       3.9% 4.0% 2.4% 3.2%    
Putnam Short Dur Y PARYX Tactical: Managed Hedged: Abs Return 0.05 0.06 0.07 0.08 0.07     1.3% 2.7% 0.5% 1.8% 1.6%  
Putnam Core Bond Y PYTRX Tactical: Managed Hedged: Abs Return 0.08 0.23 0.16 0.16 0.15     2.0% 4.3% 1.9% 2.7% 2.3%  
AQR Divers N ADANX Tactical: Managed Hedged: Arbitrage 0.08 0.07 0.09 0.16 0.13     5.4% 5.3% 2.9% 6.3% 4.0%  
Arbitrage Fund ARBNX Tactical: Managed Hedged: Arbitrage -0.01 0.08 0.09 0.09 0.09 0.09   5.2% 5.9% 4.0% 3.6% 2.9% 3.4%
BlackRock EmMkt A BLSAX Tactical: Managed Hedged: Long/Short 1.38 0.78 0.75 0.78       36.8% 21.3% 6.8% 6.4%    
Robeco Long/Short I BPLSX Tactical: Managed Hedged: Long/Short 0.33 0.49 0.50 0.58 0.51 0.64   35.4% 25.7% 19.8% 11.2% 10.3% 11.0%
Diamond Hill Long-Short I DHLSX Tactical: Managed Hedged: Long/Short 0.31 0.38 0.48 0.64 0.67 0.65   8.0% 11.9% 6.8% 7.6% 8.0% 6.0%
Cromwell L/S MFADX Tactical: Managed Hedged: Long/Short 0.71 0.52 0.49 0.58 0.52     13.9% 13.1% 8.8% 8.5% 6.2%  
Calamos Market Neu Inc CVSIX Tactical: Managed Hedged: Mkt Neutral 0.13 0.08 0.17 0.17 0.20 0.25   6.2% 5.2% 3.7% 4.1% 4.0% 3.7%
Gabelli ABC AAA GABCX Tactical: Managed Hedged: Mkt Neutral 0.17 0.18 0.17 0.17 0.17 0.17   5.5% 7.2% 5.1% 4.0% 3.7% 3.7%
JPMorgan Mkt Neutral A JMNAX Tactical: Managed Hedged: Mkt Neutral 0.00 0.05 0.04 0.00 0.03 0.03   -3.8% 4.8% 4.7% 4.4% 2.6% 2.6%
Vanguard Market Neutral VMNFX Tactical: Managed Hedged: Mkt Neutral 0.00 -0.04 -0.07 -0.02 -0.01 0.00   19.5% 12.4% 13.1% 5.3% 4.3% 3.4%
Fidelity Equity FEQTX Tactical: Managed Income: Equity 0.38 0.58 0.67 0.84 0.87 0.95   22.5% 16.9% 11.4% 11.1% 11.7% 8.1%
Fidelity Strategic FSDIX Tactical: Managed Income: Equity 0.41 0.59 0.64 0.68 0.68 0.80   18.5% 15.1% 8.2% 9.7% 10.4% 7.9%
Columbia Div Income LBSAX Tactical: Managed Income: Equity 0.30 0.59 0.72 0.79 0.80 0.81   18.4% 16.7% 10.7% 12.5% 12.8% 10.0%
Invesco Divers Dividend LCEIX Tactical: Managed Income: Equity 0.37 0.67 0.70 0.76 0.76 0.82   15.2% 15.2% 9.9% 9.2% 11.0% 8.6%
BlackRock Eq Dividend MDDVX Tactical: Managed Income: Equity 0.62 0.66 0.66 0.81 0.83 0.84   24.0% 19.0% 9.1% 10.7% 10.9% 8.8%
T. Rowe Equity Income PRFDX Tactical: Managed Income: Equity 0.57 0.71 0.76 0.90 0.92 0.96   23.9% 18.1% 11.3% 11.6% 11.7% 8.7%
Schwab Div Equity SWDSX Tactical: Managed Income: Equity 0.31 0.59 0.69 0.86 0.89 0.88   16.5% 16.6% 9.4% 9.5% 10.4% 7.8%
Vanguard Equity VEIPX Tactical: Managed Income: Equity 0.47 0.65 0.71 0.80 0.82 0.84   18.1% 17.5% 11.7% 12.1% 12.9% 10.0%
Lord Abbett Float Rate LFRAX Tactical: Managed Income: Float Rate 0.04 0.07 0.11 0.22 0.21     1.8% 2.7% 1.4% 2.3% 3.3%  
Calamos Global Opp CVLOX Tactical: Managed Income: Global 1.12 0.94 0.88 0.86 0.84 0.80   18.8% 19.9% 8.6% 11.0% 8.7% 7.6%
Loomis Global Alloc A LGMAX Tactical: Managed Income: Global 0.59 0.77 0.87 0.80 0.81 0.83   14.1% 14.9% 6.0% 9.6% 8.9% 8.7%
Neuberger Berman Eq Inc NBHAX Tactical: Managed Income: Global 0.29 0.53 0.67 0.71 0.72     15.7% 15.8% 9.7% 9.5% 8.9%  
Thornburg Inv Income A TIBAX Tactical: Managed Income: Global 0.29 0.34 0.52 0.66 0.67 0.71   30.5% 25.7% 16.2% 12.3% 10.4% 9.2%
Am Century Target Date ARTOX Tactical: Managed Income: Multi 0.37 0.47 0.50 0.49 0.49 0.49   8.4% 9.9% 4.3% 6.1% 6.2% 5.7%
BlackRock Strat Inc Opp BASIX Tactical: Managed Income: Multi 0.16 0.19 0.17 0.18 0.17     0.4% 2.8% -0.1% 2.0% 2.4%  
Calamos Convertible CCVIX Tactical: Managed Income: Multi 1.08 0.85 0.73 0.74 0.74 0.70   25.9% 16.7% 5.9% 11.2% 9.2% 8.0%
Invesco Convertible Y CNSDX Tactical: Managed Income: Multi 1.01 0.81 0.69 0.70 0.69 0.68   20.2% 15.7% 6.2% 10.6% 9.7% 8.8%
Fidelity Convertibles FCVSX Tactical: Managed Income: Multi 1.02 0.81 0.70 0.73 0.76 0.87   23.0% 17.9% 8.4% 12.7% 11.1% 9.3%
Goldman Sachs Dyn A GSZAX Tactical: Managed Income: Multi 0.14 0.12 0.14 0.19 0.19     5.8% 5.3% 2.7% 2.6% 2.7%  
WestWood REs Inc KIFYX Tactical: Managed Income: Multi 0.33 0.49 0.49 0.65 0.58 0.73   3.0% 4.9% 0.5% 2.1% 5.1% 4.3%
Nuveen Preferred I NPSRX Tactical: Managed Income: Multi 0.23 0.28 0.28 0.36 0.35     6.1% 7.2% 0.7% 3.5% 5.4%  
Pimco Income PONPX Tactical: Managed Income: Multi 0.15 0.22 0.25 0.23 0.21     1.3% 3.1% -0.3% 2.5% 4.5%  
Principal Spectrum PPSIX Tactical: Managed Income: Multi 0.20 0.25 0.28 0.32 0.30 0.41   3.8% 7.6% 2.4% 4.0% 5.3% 5.4%
T. Rowe Price Global PRSNX Tactical: Managed Income: Multi 0.15 0.21 0.25 0.24 0.24     -1.1% 2.2% -2.2% 1.3% 2.5%  
T. Rowe Retire Balanced TRRIX Tactical: Managed Income: Multi 0.41 0.41 0.44 0.45 0.46 0.47   5.8% 7.5% 1.9% 5.0% 5.3% 5.0%
Vanguard LifeStrategy VASIX Tactical: Managed Income: Multi 0.27 0.36 0.37 0.29 0.27 0.27   5.8% 7.0% 1.8% 3.6% 4.0% 4.1%
Vanguard Target Retire VTINX Tactical: Managed Income: Multi 0.35 0.38 0.41 0.36 0.35 0.34   8.0% 8.0% 3.0% 4.8% 5.0% 5.1%
Vanguard Wellesley Adm VWIAX Tactical: Managed Income: Multi 0.25 0.40 0.44 0.41 0.39 0.38   7.3% 8.5% 3.7% 5.7% 6.6% 6.5%
Fidelity Muni FHIGX Tactical: Managed Income: Tax Exempt 0.19 0.31 0.28 0.17 0.12 0.10   1.9% 0.5% -2.1% 0.7% 2.2% 2.8%
Nuveen Amer Muni FLAAX Tactical: Managed Income: Tax Exempt 0.19 0.31 0.33 0.21 0.15 0.14   3.9% 1.9% -2.7% 0.6% 2.6% 3.1%
BlackRock Nat'l Muni MDNLX Tactical: Managed Income: Tax Exempt 0.15 0.24 0.27 0.18 0.13 0.11   1.5% 0.6% -2.1% 0.4% 2.0% 2.5%
T. Rowe Summit Muni PRINX Tactical: Managed Income: Tax Exempt 0.19 0.32 0.28 0.18 0.13 0.11   1.8% 0.8% -2.0% 0.6% 2.4% 2.8%
Vanguard LT Tax-Exempt VWLTX Tactical: Managed Income: Tax Exempt 0.19 0.34 0.31 0.18 0.13 0.11   3.3% 1.4% -1.7% 1.0% 2.5% 3.0%
Sound Mind Investing SMIFX Tactical: Managed Momentum 0.68 0.81 0.59 0.77 0.82 0.89   11.8% 11.4% 5.3% 8.7% 8.8% 7.3%
Sector Rotation NAVFX Tactical: Managed Sector Rotation 0.87 0.99 0.92 0.94       12.7% 18.5% 9.9% 11.2%    
FundX ETF XCOR Tactical: Managed Momentum 1.10 1.09 0.91 0.94 0.95 0.98   16.5% 19.5% 6.8% 10.8% 10.7% 7.7%
ALPS Insurance Trust BETFX Tactical: Managed Risk-Driven 0.62 0.62 0.64 0.62 0.62     14.3% 13.9% 6.7% 7.5% 7.2%  
Columbia Thermostat COTZX Tactical: Managed Risk-Driven 0.37 0.48 0.44 0.37 0.39 0.54   7.0% 10.8% 4.5% 7.7% 7.5% 6.9%
Dodge & Cox Balanced DODBX Tactical: Managed Risk-Driven 0.24 0.45 0.55 0.68 0.71 0.77   10.2% 12.0% 7.2% 9.3% 10.2% 7.6%
Fidelity Balanced FBALX Tactical: Managed Risk-Driven 0.72 0.75 0.77 0.76 0.74 0.74   17.9% 16.7% 9.1% 11.7% 11.3% 9.2%
Fidelity Puritan FPURX Tactical: Managed Risk-Driven 0.69 0.78 0.74 0.71 0.71 0.71   15.9% 16.4% 9.0% 11.4% 11.0% 9.0%
Janus Balanced JANBX Tactical: Managed Risk-Driven 0.66 0.73 0.70 0.66 0.66 0.61   8.6% 13.8% 6.4% 10.2% 9.9% 8.8%
Schwab Balanced SWOBX Tactical: Managed Risk-Driven 0.64 0.69 0.67 0.65 0.65 0.64   10.8% 13.1% 5.8% 8.7% 8.8% 7.1%
Vanguard Balanced VBIAX Tactical: Managed Risk-Driven 0.62 0.73 0.72 0.67 0.66 0.65   12.8% 14.1% 7.0% 9.5% 9.8% 8.3%
ValueLine AssetAlloc VLAAX Tactical: Managed Risk-Driven 0.21 0.53 0.67 0.64 0.64 0.67   -8.5% 4.2% 0.9% 6.7% 8.0% 7.0%
Vanguard Wellesley Inv VWINX Tactical: Managed Risk-Driven 0.25 0.39 0.44 0.41 0.39 0.38   7.2% 8.8% 3.8% 5.7% 6.7% 6.5%
Vanguard LifeStrat Growth VASGX Tactical: Managed Risk-Driven 0.76 0.75 0.78 0.78 0.79 0.83   18.4% 17.5% 8.8% 10.6% 10.2% 8.0%
Vanguard Wellington Inv VWELX Tactical: Managed Risk-Driven 0.68 0.68 0.68 0.66 0.61 0.62   12.8% 15.5% 8.1% 10.1% 10.4% 8.8%
Vanguard STAR Inv VGSTX Tactical: Managed Risk-Driven 0.58 0.69 0.72 0.70 0.65 0.66   13.7% 13.8% 5.7% 9.2% 9.2% 7.8%
FPA Crescent FPACX Tactical: Managed Risk-Driven 0.49 0.53 0.60 0.71 0.66 0.62   14.5% 15.0% 9.0% 9.9% 9.7% 8.6%
Allspring Asset Alloc WFAIX Tactical: Managed Risk-Driven 0.64 0.72 0.70 0.64 0.64 0.69   12.4% 14.1% 7.1% 9.4% 10.7% 8.4%