All Portfolios, ranked by Historical Return
for period ending November 30, 2024
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
by Volatility / Risk: Maximum Drawdown, Standard Deviation, Downside Deviation, Beta
Historical Return is the annual return for the last 5 calendar years.
Note: Access to the sortable list for all years (including 3-, 5-, 10-, 15-, and 20-year metrics) is only available to paid subscribers. Subscribe to view the complete version of this Recipe Summary page.
Historical Return | Total Return, annualized | ||||||||||||||
Recipe Name | ID | Peer Group | Category | 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | ||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Group Average | |||||||||||||||
Strategic 50-50 | s.5050 | Strategic: DIY | Balanced | * | * | * | * | 15.4% | 20.0% | * | * | * | * | * | |
Strategic 60-40 Portfolio | s.6040 | Strategic: DIY | Balanced | * | * | * | * | 17.5% | 22.8% | * | * | * | * | * | |
7Twelve Israelson | s.712 | Strategic: DIY | Balanced | * | * | * | * | 9.7% | 15.8% | * | * | * | * | * | |
Couch Potato: Scott Burns | s.couc | Strategic: DIY | Balanced | * | * | * | * | 14.6% | 19.5% | * | * | * | * | * | |
Ben Graham 50-50 | s.grah | Strategic: DIY | Balanced | * | * | * | * | 10.7% | 15.2% | * | * | * | * | * | |
Safe Haven Portfolio | s.have | Strategic: DIY | Balanced | * | * | * | * | 4.1% | 19.4% | * | * | * | * | * | |
Six Ways from Sunday | s.lazy | Strategic: DIY | Balanced | * | * | * | * | 10.7% | 16.4% | * | * | * | * | * | |
ETF Moderate | s.mode | Strategic: DIY | Balanced | * | * | * | * | 13.8% | 18.9% | * | * | * | * | * | |
David Swensen inspired | s.swen | Strategic: DIY | Balanced | * | * | * | * | 14.3% | 19.7% | * | * | * | * | * | |
Lazy: Ultimate Buy & Hold | s.buyh | Strategic: DIY | Balanced | * | * | * | * | 9.9% | 14.7% | * | * | * | * | * | |
Lazy: Coffeehouse | s.coff | Strategic: DIY | Balanced | * | * | * | * | 11.0% | 19.4% | * | * | * | * | * | |
Lazy: Margaritaville | s.marg | Strategic: DIY | Balanced | * | * | * | * | 14.2% | 19.3% | * | * | * | * | * | |
Lazy: Smart Money | s.smar | Strategic: DIY | Balanced | * | * | * | * | 11.6% | 18.6% | * | * | * | * | * | |
Strategic 70-30 Portfolio | s.7030 | Strategic: DIY | High Equity | * | * | * | * | 19.6% | 25.6% | * | * | * | * | * | |
Strategic 80-20 Portfolio | s.8020 | Strategic: DIY | High Equity | * | * | * | * | 21.7% | 28.5% | * | * | * | * | * | |
ETF Aggressive | s.aggr | Strategic: DIY | High Equity | * | * | * | * | 15.6% | 20.4% | * | * | * | * | * | |
Ben Stein inspired | s.bens | Strategic: DIY | High Equity | * | * | * | * | 16.5% | 19.9% | * | * | * | * | * | |
Low Volatility Portfolio | s.lowv | Strategic: DIY | High Equity | * | * | * | * | 6.6% | 12.9% | * | * | * | * | * | |
Lazy: Aronson | s.aron | Strategic: DIY | High Equity | * | * | * | * | 14.5% | 20.9% | * | * | * | * | * | |
Lazy: No Brainer | s.nobr | Strategic: DIY | High Equity | * | * | * | * | 16.9% | 22.6% | * | * | * | * | * | |
Lazy: Second Grader | s.seco | Strategic: DIY | High Equity | * | * | * | * | 20.5% | 27.3% | * | * | * | * | * | |
Lazy: Yale Unconventional | s.yale | Strategic: DIY | High Equity | * | * | * | * | 13.6% | 20.7% | * | * | * | * | * | |
Harry Browne inspired | s.brow | Strategic: DIY | Low Equity | * | * | * | * | 11.5% | 18.7% | * | * | * | * | * | |
Ray Dalio inspired | s.dali | Strategic: DIY | Low Equity | * | * | * | * | 8.9% | 12.8% | * | * | * | * | * | |
Ivy Portfolio | s.ivyp | Strategic: DIY | Low Equity | * | * | * | * | 10.2% | 14.9% | * | * | * | * | * | |
No Equity Portfolio | s.noeq | Strategic: DIY | Low Equity | * | * | * | * | 9.5% | 20.8% | * | * | * | * | * | |
Permanent Plus | s.plus | Strategic: DIY | Low Equity | * | * | * | * | 18.7% | 24.8% | * | * | * | * | * | |
Black Swan Hyperinflation | s.swan | Strategic: DIY | Low Equity | * | * | * | * | 3.9% | 9.6% | * | * | * | * | * | |
Talmud Dividend Equities | s.talm | Strategic: DIY | Low Equity | * | * | * | * | 10.2% | 26.7% | * | * | * | * | * | |
Worst Case Scenario | s.wors | Strategic: DIY | Low Equity | * | * | * | * | -5.6% | 7.1% | * | * | * | * | * | |
Talmud with Blue Chip | s.talc | Strategic: DIY | Low Equity | * | * | * | * | 11.0% | 18.9% | * | * | * | * | * | |
Talmud Broad Market | s.talb | Strategic: DIY | Low Equity | * | * | * | * | 14.4% | 21.9% | * | * | * | * | * | |
Talmud with Small Cap | s.tals | Strategic: DIY | Low Equity | * | * | * | * | 11.5% | 21.9% | * | * | * | * | * | |
Talmud Equities and Gold | s.talg | Strategic: DIY | Low Equity | * | * | * | * | 17.2% | 30.4% | * | * | * | * | * | |
S&P 500 Equal Weight | RSP | Tactical: Managed | Equal Weight | * | * | * | * | 13.7% | 28.5% | * | * | * | * | * | |
Permanent Portfolio | PRPFX | Tactical: Managed | Low Equity | * | * | * | * | 12.0% | 30.6% | * | * | * | * | * | |
Adaptive Allocation A | t.aaaa | Tactical: DIY | Adaptive | * | * | * | * | 14.3% | 25.2% | * | * | * | * | * | |
Adaptive Allocation B | t.aaab | Tactical: DIY | Adaptive | * | * | * | * | 8.0% | 23.4% | * | * | * | * | * | |
Adaptive Allocation C | t.aaac | Tactical: DIY | Adaptive | * | * | * | * | 7.6% | 24.4% | * | * | * | * | * | |
Adaptive Allocation D | t.aaad | Tactical: DIY | Adaptive | * | * | * | * | 13.5% | 17.6% | * | * | * | * | * | |
Adaptive Allocation E | t.aaae | Tactical: DIY | Adaptive | * | * | * | * | 17.4% | 26.3% | * | * | * | * | * | |
Adaptive Allocation F | t.aaaf | Tactical: DIY | Adaptive | * | * | * | * | 15.3% | 30.3% | * | * | * | * | * | |
Minimum Correlation | t.coco | Tactical: DIY | Correlation | * | * | * | * | 16.2% | 24.7% | * | * | * | * | * | |
Maximum Diversification | t.mdiv | Tactical: DIY | Diversification | * | * | * | * | 15.4% | 23.1% | * | * | * | * | * | |
Equal Weight With Cluster | t.dist | Tactical: DIY | Correlation | * | * | * | * | 14.8% | 22.3% | * | * | * | * | * | |
Minimum Mean Abs Deviation | t.madm | Tactical: DIY | Risk-Driven | * | * | * | * | 17.0% | 23.9% | * | * | * | * | * | |
Minimum Variance A | t.mvar | Tactical: DIY | Risk-Driven | * | * | * | * | 17.3% | 23.4% | * | * | * | * | * | |
Risk Parity Portfolio A | t.rpba | Tactical: DIY | Risk-Driven | * | * | * | * | 18.2% | 24.0% | * | * | * | * | * | |
Maximum Sortino Portfolio | t.sort | Tactical: DIY | Risk/Reward | * | * | * | * | 13.5% | 13.4% | * | * | * | * | * | |
Equal Weight Portfolio | t.eqwt | Tactical: DIY | Equal Weight | * | * | * | * | 18.8% | 23.6% | * | * | * | * | * | |
Faber Rel Strength: Top 1 | t.frs1 | Tactical: DIY | Momentum | * | * | * | * | 4.0% | 32.0% | * | * | * | * | * | |
Faber Rel Strength: Top 2 | t.frs2 | Tactical: DIY | Momentum | * | * | * | * | 9.5% | 26.6% | * | * | * | * | * | |
Faber Rel Strength: Top 3 | t.frs3 | Tactical: DIY | Momentum | * | * | * | * | 11.2% | 21.8% | * | * | * | * | * | |
Faber Rel Strength: Top 4 | t.frs4 | Tactical: DIY | Momentum | * | * | * | * | 6.8% | 16.0% | * | * | * | * | * | |
Pure Momentum | t.pure | Tactical: DIY | Momentum | * | * | * | * | 39.3% | 8.6% | * | * | * | * | * | |
Quartile Sector Rotation | t.srqr | Tactical: DIY | Sector Rotation | * | * | * | * | 35.8% | 155.5% | * | * | * | * | * | |
Rel Strength Sector Rotatn | t.srrs | Tactical: DIY | Sector Rotation | * | * | * | * | 5.2% | 28.1% | * | * | * | * | * | |
Top 5 Sector Rotation | t.srt5 | Tactical: DIY | Sector Rotation | * | * | * | * | 10.7% | 47.5% | * | * | * | * | * | |
Top 3 Sector Rotation | t.srt3 | Tactical: DIY | Sector Rotation | * | * | * | * | 3.8% | 42.5% | * | * | * | * | * | |
Minimum CdaR | t.cdar | Tactical: DIY | Risk-Driven | * | * | * | * | 20.6% | 13.7% | * | * | * | * | * | |
Minimum CvaR | t.cvar | Tactical: DIY | Risk-Driven | * | * | * | * | 16.2% | 25.7% | * | * | * | * | * | |
Equal Risk Contribution | t.eqrc | Tactical: DIY | Risk-Driven | * | * | * | * | 15.0% | 21.7% | * | * | * | * | * | |
Minimum Drawdown | t.loss | Tactical: DIY | Risk-Driven | * | * | * | * | 13.0% | 22.8% | * | * | * | * | * | |
Minimum Downside MAD | t.madd | Tactical: DIY | Risk-Driven | * | * | * | * | 17.0% | 23.9% | * | * | * | * | * | |
Minimum Correlation A | t.mca1 | Tactical: DIY | Risk-Driven | * | * | * | * | 11.9% | 19.6% | * | * | * | * | * | |
Minimum Correlation B | t.mca2 | Tactical: DIY | Risk-Driven | * | * | * | * | 14.8% | 21.7% | * | * | * | * | * | |
Minimum Variance B | t.mva2 | Tactical: DIY | Risk-Driven | * | * | * | * | 12.8% | 19.3% | * | * | * | * | * | |
Minimum Variance C | t.mva3 | Tactical: DIY | Risk-Driven | * | * | * | * | 14.1% | 23.2% | * | * | * | * | * | |
Min Downside Deviation | t.risd | Tactical: DIY | Risk-Driven | * | * | * | * | 15.7% | 19.3% | * | * | * | * | * | |
Risk Parity With Cluster | t.rpcl | Tactical: DIY | Risk-Driven | * | * | * | * | 14.2% | 22.1% | * | * | * | * | * | |
Risk Parity Portfolio B | t.rsop | Tactical: DIY | Risk-Driven | * | * | * | * | 18.2% | 23.5% | * | * | * | * | * | |
Target Return 12% | t.tret | Tactical: DIY | Risk-Driven | * | * | * | * | 7.4% | 23.4% | * | * | * | * | * | |
Target Risk 10% | t.tris | Tactical: DIY | Risk-Driven | * | * | * | * | 10.4% | 18.2% | * | * | * | * | * | |
Maximum Sharpe Portfolio | t.shar | Tactical: DIY | Risk/Reward | * | * | * | * | 12.3% | 16.0% | * | * | * | * | * | |
Target Return Post-Modern | t.trdd | Tactical: DIY | Target Return | * | * | * | * | 6.4% | 19.4% | * | * | * | * | * | |
Active Combined Asset | t.acap | Tactical: DIY | Momentum | * | * | * | * | 7.4% | 28.0% | * | * | * | * | * | |
Quarterly Asset Rotation | t.qaro | Tactical: DIY | Momentum | * | * | * | * | 15.3% | 27.5% | * | * | * | * | * | |
Defensive Bond | t.dbnd | Tactical: DIY | Momentum | * | * | * | * | 10.6% | 13.2% | * | * | * | * | * | |
Dynamic Harry Browne | t.dyhb | Tactical: DIY | Momentum | * | * | * | * | 8.0% | 17.9% | * | * | * | * | * | |
Hedge Replication | HDG | Tactical: Managed | Blended | * | * | * | * | 7.2% | 9.1% | * | * | * | * | * | |
DWA Tech Leaders | PDP | Tactical: Managed | Blended | * | * | * | * | 20.9% | 44.7% | * | * | * | * | * | |
iSh Global Energy | PWC | Tactical: Managed | Blended | * | * | * | * | 18.6% | 33.8% | * | * | * | * | * | |
IQ Hedge Multi-Strat | QAI | Tactical: Managed | Blended | * | * | * | * | 10.1% | 10.8% | * | * | * | * | * | |
ProShares Lg Cap | CSM | Tactical: Managed | Hedged: 130-30 | * | * | * | * | 23.5% | 33.2% | * | * | * | * | * | |
MultiAsset ETF | RLY | Tactical: Managed | Hedged: Abs Return | * | * | * | * | 2.6% | 9.5% | * | * | * | * | * | |
IQ Merger Arbitrage | MNA | Tactical: Managed | Hedged: Arbitrage | * | * | * | * | 0.2% | 6.6% | * | * | * | * | * | |
QuantSh AntiBeta | BTAL | Tactical: Managed | Hedged: Mkt Neutral | * | * | * | * | -15.1% | -0.2% | * | * | * | * | * | |
WisdmTr EM HiYld | DEM | Tactical: Managed | Income: Equity | * | * | * | * | 20.9% | 12.1% | * | * | * | * | * | |
WisdmTr EM SmCap | DGS | Tactical: Managed | Income: Equity | * | * | * | * | 19.4% | 10.1% | * | * | * | * | * | |
WisdomTree ex-US | DLN | Tactical: Managed | Income: Equity | * | * | * | * | 10.0% | 31.7% | * | * | * | * | * | |
WisdmTr Intl SmCap | DLS | Tactical: Managed | Income: Equity | * | * | * | * | 15.3% | 13.5% | * | * | * | * | * | |
iShares Select Dividend | DVY | Tactical: Managed | Income: Equity | * | * | * | * | 1.1% | 33.0% | * | * | * | * | * | |
SPDR S&P Int'l | DWX | Tactical: Managed | Income: Equity | * | * | * | * | 14.8% | 11.8% | * | * | * | * | * | |
iShares Hi Div Equity | HDV | Tactical: Managed | Income: Equity | * | * | * | * | 1.7% | 26.2% | * | * | * | * | * | |
iShr Intl Select Dividend | IDV | Tactical: Managed | Income: Equity | * | * | * | * | 10.3% | 14.4% | * | * | * | * | * | |
PowerShares Intl Div | PID | Tactical: Managed | Income: Equity | * | * | * | * | 14.3% | 14.5% | * | * | * | * | * | |
SPDR S&P Dividend | SDY | Tactical: Managed | Income: Equity | * | * | * | * | 4.6% | 23.5% | * | * | * | * | * | |
Vanguard Hi Div Yld ETF | VYM | Tactical: Managed | Income: Equity | * | * | * | * | 6.6% | 30.2% | * | * | * | * | * | |
PwrSh Sr Loan Portfolio | BKLN | Tactical: Managed | Income: Float Rate | * | * | * | * | 12.5% | 10.0% | * | * | * | * | * | |
Gugg Multi-Asset | CVY | Tactical: Managed | Income: Multi | * | * | * | * | 17.9% | 24.9% | * | * | * | * | * | |
Barclays Conv Bond | CWB | Tactical: Managed | Income: Multi | * | * | * | * | 14.2% | 22.0% | * | * | * | * | * | |
ETF: SPDR Inc Alloc | INKM | Tactical: Managed | Income: Multi | * | * | * | * | 10.3% | 15.1% | * | * | * | * | * | |
iSh MultiAsset Income | IYLD | Tactical: Managed | Income: Multi | * | * | * | * | 12.5% | 9.5% | * | * | * | * | * | |
FirstTrust Multi-Asset | MDIV | Tactical: Managed | Income: Multi | * | * | * | * | 11.5% | 19.1% | * | * | * | * | * | |
iShr Preferred ETF | PFF | Tactical: Managed | Income: Multi | * | * | * | * | 9.2% | 14.5% | * | * | * | * | * | |
PowerSh Preferred ETF | PGX | Tactical: Managed | Income: Multi | * | * | * | * | 9.5% | 13.2% | * | * | * | * | * | |
First Trust Focus 5 | FV | Tactical: Managed | Sector Rotation | * | * | * | * | 11.3% | 30.2% | * | * | * | * | * | |
S&P Aggressive | AOA | Tactical: Managed | Risk-Driven | * | * | * | * | 18.3% | 22.1% | * | * | * | * | * | |
S&P Conservative | AOK | Tactical: Managed | Risk-Driven | * | * | * | * | 10.7% | 13.0% | * | * | * | * | * | |
S&P Moderate | AOM | Tactical: Managed | Risk-Driven | * | * | * | * | 12.4% | 14.4% | * | * | * | * | * | |
S&P Growth | AOR | Tactical: Managed | Risk-Driven | * | * | * | * | 15.7% | 18.2% | * | * | * | * | * | |
Dreyfus Alpha I | AVGRX | Tactical: Managed | Blended | * | * | * | * | 4.2% | 12.4% | * | * | * | * | * | |
Principal GlobMultiStrat | PMSAX | Tactical: Managed | Blended | * | * | * | * | 2.9% | 7.1% | * | * | * | * | * | |
Hundredfold Select | SFHYX | Tactical: Managed | Blended | * | * | * | * | 6.1% | 7.7% | * | * | * | * | * | |
UBS Global Alloc | BPGLX | Tactical: Managed | Global Macro | * | * | * | * | 9.7% | 18.5% | * | * | * | * | * | |
DFA Select Hedged | DSHGX | Tactical: Managed | Global Macro | * | * | * | * | 20.1% | 29.0% | * | * | * | * | * | |
GMO Benchm-Free | GBMFX | Tactical: Managed | Global Macro | * | * | * | * | 13.4% | 8.5% | * | * | * | * | * | |
Leuthold Global | GLBIX | Tactical: Managed | Global Macro | * | * | * | * | 8.3% | 9.8% | * | * | * | * | * | |
GMO Global Alloc | GMWAX | Tactical: Managed | Global Macro | * | * | * | * | 16.1% | 13.9% | * | * | * | * | * | |
Ivy Asset Strategy | IVAEX | Tactical: Managed | Global Macro | * | * | * | * | 15.8% | 24.2% | * | * | * | * | * | |
Leuthold Core | LCORX | Tactical: Managed | Global Macro | * | * | * | * | 11.7% | 18.5% | * | * | * | * | * | |
Loomis Global Eq Y | LSWWX | Tactical: Managed | Global Macro | * | * | * | * | 22.4% | 25.0% | * | * | * | * | * | |
BlackRock Global I | MALOX | Tactical: Managed | Global Macro | * | * | * | * | 11.4% | 17.8% | * | * | * | * | * | |
MFS Global Tot Ret | MFWIX | Tactical: Managed | Global Macro | * | * | * | * | 10.5% | 15.0% | * | * | * | * | * | |
PIMCO All-Asset | PAUIX | Tactical: Managed | Global Macro | * | * | * | * | 5.7% | 8.3% | * | * | * | * | * | |
Thornburg Inv Income Y | TIBIX | Tactical: Managed | Global Macro | * | * | * | * | 18.2% | 19.8% | * | * | * | * | * | |
VALIC Global Strat | VGLSX | Tactical: Managed | Global Macro | * | * | * | * | 15.5% | 21.5% | * | * | * | * | * | |
MainStay Int'l Opp | MYITX | Tactical: Managed | Hedged: 130-30 | * | * | * | * | 13.1% | 16.6% | * | * | * | * | * | |
Absolute Strategies I | ASFIX | Tactical: Managed | Hedged: Abs Return | * | * | * | * | -12.4% | -6.3% | * | * | * | * | * | |
MFS Target Return A | DVRAX | Tactical: Managed | Hedged: Abs Return | * | * | * | * | 7.9% | 9.4% | * | * | * | * | * | |
EatonVance GlobalMacro | EIGMX | Tactical: Managed | Hedged: Abs Return | * | * | * | * | 3.4% | 8.1% | * | * | * | * | * | |
Natixis ASG Global | GAFYX | Tactical: Managed | Hedged: Abs Return | * | * | * | * | -1.3% | 7.5% | * | * | * | * | * | |
Goldman Sachs Instl | GARTX | Tactical: Managed | Hedged: Abs Return | * | * | * | * | 7.8% | 9.3% | * | * | * | * | * | |
Jhancock Global Abs Ret I | JHAIX | Tactical: Managed | Hedged: Abs Return | * | * | * | * | 4.9% | 9.3% | * | * | * | * | * | |
Putnam Abs Ret 100 Y | PARYX | Tactical: Managed | Hedged: Abs Return | * | * | * | * | 2.9% | 2.3% | * | * | * | * | * | |
Putnam Abs Ret 300 Y | PYTRX | Tactical: Managed | Hedged: Abs Return | * | * | * | * | 5.4% | 7.3% | * | * | * | * | * | |
AQR Divers N | ADANX | Tactical: Managed | Hedged: Arbitrage | * | * | * | * | 4.2% | 4.0% | * | * | * | * | * | |
Arbitrage I | ARBNX | Tactical: Managed | Hedged: Arbitrage | * | * | * | * | 6.1% | 4.8% | * | * | * | * | * | |
BlackRock EmMkt A | BLSAX | Tactical: Managed | Hedged: Long/Short | * | * | * | * | 9.0% | 12.8% | * | * | * | * | * | |
Robeco Long/Short I | BPLSX | Tactical: Managed | Hedged: Long/Short | * | * | * | * | 15.2% | 24.9% | * | * | * | * | * | |
Diamond Hill Long-Short I | DHLSX | Tactical: Managed | Hedged: Long/Short | * | * | * | * | 9.9% | 13.1% | * | * | * | * | * | |
MainStay Marketfield A | MFADX | Tactical: Managed | Hedged: Long/Short | * | * | * | * | 5.1% | 14.5% | * | * | * | * | * | |
Aberdeen Long-Short A | MLSAX | Tactical: Managed | Hedged: Long/Short | * | * | * | * | 9.6% | 28.1% | * | * | * | * | * | |
Calamos Market Neu Inc | CVSIX | Tactical: Managed | Hedged: Mkt Neutral | * | * | * | * | 3.9% | 3.0% | * | * | * | * | * | |
Gabelli ABC AAA | GABCX | Tactical: Managed | Hedged: Mkt Neutral | * | * | * | * | 6.7% | 12.1% | * | * | * | * | * | |
JPMorgan Mkt Neutral A | JMNAX | Tactical: Managed | Hedged: Mkt Neutral | * | * | * | * | 8.1% | 12.6% | * | * | * | * | * | |
Vanguard Market Neutral | VMNFX | Tactical: Managed | Hedged: Mkt Neutral | * | * | * | * | 12.2% | 7.4% | * | * | * | * | * | |
Fidelity Equity | FEQTX | Tactical: Managed | Income: Equity | * | * | * | * | 11.6% | 28.4% | * | * | * | * | * | |
Fidelity Strategic | FSDIX | Tactical: Managed | Income: Equity | * | * | * | * | 9.4% | 25.1% | * | * | * | * | * | |
Columbia Div Income | LBSAX | Tactical: Managed | Income: Equity | * | * | * | * | 10.2% | 27.6% | * | * | * | * | * | |
Invesco Divers Dividend | LCEIX | Tactical: Managed | Income: Equity | * | * | * | * | 8.3% | 27.2% | * | * | * | * | * | |
BlackRock Eq Dividend | MDDVX | Tactical: Managed | Income: Equity | * | * | * | * | 12.4% | 24.0% | * | * | * | * | * | |
T. Rowe Equity Income | PRFDX | Tactical: Managed | Income: Equity | * | * | * | * | 9.7% | 28.0% | * | * | * | * | * | |
Schwab Div Equity | SWDSX | Tactical: Managed | Income: Equity | * | * | * | * | 5.2% | 30.8% | * | * | * | * | * | |
Vanguard Equity | VEIPX | Tactical: Managed | Income: Equity | * | * | * | * | 7.7% | 29.7% | * | * | * | * | * | |
Lord Abbett Float Rate | LFRAX | Tactical: Managed | Income: Float Rate | * | * | * | * | 3.7% | 4.2% | * | * | * | * | * | |
Calamos Global Growth | CVLOX | Tactical: Managed | Income: Global | * | * | * | * | 13.6% | 33.8% | * | * | * | * | * | |
Loomis Global Eq A | LGMAX | Tactical: Managed | Income: Global | * | * | * | * | 22.2% | 24.7% | * | * | * | * | * | |
Neuberger Berman Eq Inc | NBHAX | Tactical: Managed | Income: Global | * | * | * | * | 3.4% | 28.2% | * | * | * | * | * | |
Thornburg Inv Income A | TIBAX | Tactical: Managed | Income: Global | * | * | * | * | 18.0% | 19.5% | * | * | * | * | * | |
Am Century Target Date | ARTOX | Tactical: Managed | Income: Multi | * | * | * | * | 11.1% | 15.3% | * | * | * | * | * | |
BlackRock Strat Inc Opp | BASIX | Tactical: Managed | Income: Multi | * | * | * | * | 3.0% | 3.6% | * | * | * | * | * | |
Calamos Convertible A | CCVIX | Tactical: Managed | Income: Multi | * | * | * | * | 8.9% | 20.5% | * | * | * | * | * | |
Invesco Convertible Y | CNSDX | Tactical: Managed | Income: Multi | * | * | * | * | 7.7% | 21.5% | * | * | * | * | * | |
Fidelity Convertibles | FCVSX | Tactical: Managed | Income: Multi | * | * | * | * | 11.4% | 27.1% | * | * | * | * | * | |
Goldman Sachs Strat Inc | GSZAX | Tactical: Managed | Income: Multi | * | * | * | * | 8.4% | 2.5% | * | * | * | * | * | |
Inst: Forward Select | KIFYX | Tactical: Managed | Income: Multi | * | * | * | * | 8.8% | 19.3% | * | * | * | * | * | |
Nuveen Preferred I | NPSRX | Tactical: Managed | Income: Multi | * | * | * | * | 1.4% | 8.5% | * | * | * | * | * | |
Pimco Income P | PONPX | Tactical: Managed | Income: Multi | * | * | * | * | 3.2% | 2.9% | * | * | * | * | * | |
Principal Preferred | PPSIX | Tactical: Managed | Income: Multi | * | * | * | * | 5.9% | 12.5% | * | * | * | * | * | |
T. Rowe Global Bond | PRSNX | Tactical: Managed | Income: Multi | * | * | * | * | 6.9% | 3.7% | * | * | * | * | * | |
T. Rowe Retire Balanced | TRRIX | Tactical: Managed | Income: Multi | * | * | * | * | 8.0% | 11.9% | * | * | * | * | * | |
Vanguard LifeStrategy | VASIX | Tactical: Managed | Income: Multi | * | * | * | * | 8.9% | 10.9% | * | * | * | * | * | |
Vanguard Target Retire | VTINX | Tactical: Managed | Income: Multi | * | * | * | * | 7.5% | 9.4% | * | * | * | * | * | |
Vanguard Wellesley Adm | VWIAX | Tactical: Managed | Income: Multi | * | * | * | * | 7.1% | 14.6% | * | * | * | * | * | |
Fidelity Muni | FHIGX | Tactical: Managed | Income: Tax Exempt | * | * | * | * | 4.0% | 2.6% | * | * | * | * | * | |
Nuveen Amer Muni | FLAAX | Tactical: Managed | Income: Tax Exempt | * | * | * | * | 3.6% | 3.9% | * | * | * | * | * | |
BlackRock Nat'l Muni | MDNLX | Tactical: Managed | Income: Tax Exempt | * | * | * | * | 2.7% | 1.3% | * | * | * | * | * | |
T. Rowe Summit Muni | PRINX | Tactical: Managed | Income: Tax Exempt | * | * | * | * | 4.3% | 3.3% | * | * | * | * | * | |
Vanguard LT Tax-Exempt | VWLTX | Tactical: Managed | Income: Tax Exempt | * | * | * | * | 4.2% | 2.6% | * | * | * | * | * | |
Sound Mind Investing | SMIFX | Tactical: Managed | Momentum | * | * | * | * | 4.4% | 32.0% | * | * | * | * | * | |
Grimaldi Sector | NAVFX | Tactical: Managed | Sector Rotation | * | * | * | * | 24.5% | 37.7% | * | * | * | * | * | |
FundX Upgrader | XCOR | Tactical: Managed | Momentum | * | * | * | * | 14.3% | 35.2% | * | * | * | * | * | |
Ibbotson Balanced | BETFX | Tactical: Managed | Risk-Driven | * | * | * | * | 12.2% | 19.9% | * | * | * | * | * | |
Columbia Thermostat Z | COTZX | Tactical: Managed | Risk-Driven | * | * | * | * | 11.7% | 15.1% | * | * | * | * | * | |
Dodge & Cox Balanced | DODBX | Tactical: Managed | Risk-Driven | * | * | * | * | 13.8% | 20.2% | * | * | * | * | * | |
Fidelity Balanced | FBALX | Tactical: Managed | Risk-Driven | * | * | * | * | 20.3% | 26.3% | * | * | * | * | * | |
Fidelity Puritan | FPURX | Tactical: Managed | Risk-Driven | * | * | * | * | 20.2% | 28.4% | * | * | * | * | * | |
Janus Balanced | JANBX | Tactical: Managed | Risk-Driven | * | * | * | * | 13.2% | 25.1% | * | * | * | * | * | |
Schwab Balanced | SWOBX | Tactical: Managed | Risk-Driven | * | * | * | * | 16.4% | 22.7% | * | * | * | * | * | |
Vanguard Balanced | VBIAX | Tactical: Managed | Risk-Driven | * | * | * | * | 17.6% | 25.5% | * | * | * | * | * | |
ValueLine AssetAlloc | VLAAX | Tactical: Managed | Risk-Driven | * | * | * | * | 21.4% | 22.3% | * | * | * | * | * | |
Vanguard Wellesley Inv | VWINX | Tactical: Managed | Risk-Driven | * | * | * | * | 7.0% | 14.5% | * | * | * | * | * | |
Vanguard LifeStrat Growth | VASGX | Tactical: Managed | Risk-Driven | * | * | * | * | 18.7% | 24.3% | * | * | * | * | * | |
Vanguard Wellington Inv | VWELX | Tactical: Managed | Risk-Driven | * | * | * | * | 14.3% | 24.2% | * | * | * | * | * | |
Vanguard STAR Inv | VGSTX | Tactical: Managed | Risk-Driven | * | * | * | * | 16.2% | 20.1% | * | * | * | * | * | |
FPA Crescent | FPACX | Tactical: Managed | Risk-Driven | * | * | * | * | 15.9% | 17.6% | * | * | * | * | * | |
WF Asset Allocation | WFAIX | Tactical: Managed | Risk-Driven | * | * | * | * | 16.8% | 26.1% | * | * | * | * | * | |
Berkshire Hathaway Inc | BRK.A | Tactical: Managed | Global Macro | * | * | * | * | 15.8% | 32.6% | * | * | * | * | * |