All Portfolios, ranked by Risk vs. Return Compass

for period ending March 31, 2025

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

Risk vs. Return Compass is portfolio comparison tool that produces four distinct icons, each colored in red, green, blue, and yellow. These icons serve as indicators, illustrating the position of a particular recipe on the scatter plot concerning downside deviation and annual return.

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.

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        Risk vs. Return Compass   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 235° * * * * * * * * * *   4.9% * * * * *
S&P 500 SPY Benchmark Benchmark 46° * * * * * * * * * *   8.3% * * * * *
Strategic 50-50 s.5050 Strategic: DIY Balanced 247° * * * * * * * * * *   6.2% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark Benchmark 0° * * * * * * * * * *   6.4% * * * * *
7Twelve Israelson s.712 Strategic: DIY Balanced 210° * * * * * * * * * *   4.8% * * * * *
Couch Potato: Scott Burns s.couc Strategic: DIY Balanced 290° * * * * * * * * * *   6.8% * * * * *
Ben Graham 50-50 s.grah Strategic: DIY Balanced 327° * * * * * * * * * *   7.2% * * * * *
Safe Haven Portfolio s.have Strategic: DIY Balanced 357° * * * * * * * * * *   18.3% * * * * *
Six Ways from Sunday s.lazy Strategic: DIY Balanced 154° * * * * * * * * * *   5.4% * * * * *
ETF Moderate s.mode Strategic: DIY Balanced 233° * * * * * * * * * *   6.1% * * * * *
David Swensen inspired s.swen Strategic: DIY Balanced 88° * * * * * * * * * *   6.4% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Strategic: DIY Balanced 206° * * * * * * * * * *   4.6% * * * * *
Lazy: Coffeehouse s.coff Strategic: DIY Balanced 160° * * * * * * * * * *   4.3% * * * * *
Lazy: Margaritaville s.marg Strategic: DIY Balanced 300° * * * * * * * * * *   7.2% * * * * *
Lazy: Smart Money s.smar Strategic: DIY Balanced 210° * * * * * * * * * *   4.9% * * * * *
Strategic 70-30 Portfolio s.7030 Strategic: DIY High Equity 71° * * * * * * * * * *   6.6% * * * * *
Strategic 80-20 Portfolio s.8020 Strategic: DIY High Equity 72° * * * * * * * * * *   6.8% * * * * *
ETF Aggressive s.aggr Strategic: DIY High Equity 196° * * * * * * * * * *   5.1% * * * * *
Ben Stein inspired s.bens Strategic: DIY High Equity 301° * * * * * * * * * *   7.1% * * * * *
Low Volatility Portfolio s.lowv Strategic: DIY High Equity 326° * * * * * * * * * *   10.9% * * * * *
Lazy: Aronson s.aron Strategic: DIY High Equity 172° * * * * * * * * * *   4.3% * * * * *
Lazy: No Brainer s.nobr Strategic: DIY High Equity 158° * * * * * * * * * *   5.0% * * * * *
Lazy: Second Grader s.seco Strategic: DIY High Equity 15° * * * * * * * * * *   7.4% * * * * *
Lazy: Yale Unconventional s.yale Strategic: DIY High Equity 89° * * * * * * * * * *   6.4% * * * * *
Harry Browne inspired s.brow Strategic: DIY Low Equity 340° * * * * * * * * * *   12.7% * * * * *
Ray Dalio inspired s.dali Strategic: DIY Low Equity 289° * * * * * * * * * *   7.2% * * * * *
Ivy Portfolio s.ivyp Strategic: DIY Low Equity 274° * * * * * * * * * *   6.5% * * * * *
No Equity Portfolio s.noeq Strategic: DIY Low Equity 10° * * * * * * * * * *   15.8% * * * * *
Permanent Plus s.plus Strategic: DIY Low Equity 347° * * * * * * * * * *   15.6% * * * * *
Black Swan Hyperinflation s.swan Strategic: DIY Low Equity 333° * * * * * * * * * *   11.5% * * * * *
Talmud Dividend Equities s.talm Strategic: DIY Low Equity 7° * * * * * * * * * *   18.0% * * * * *
Worst Case Scenario s.wors Strategic: DIY Low Equity 304° * * * * * * * * * *   9.0% * * * * *
Talmud with Blue Chip s.talc Strategic: DIY Low Equity 61° * * * * * * * * * *   7.5% * * * * *
Talmud Broad Market s.talb Strategic: DIY Low Equity 65° * * * * * * * * * *   7.3% * * * * *
Talmud with Small Cap s.tals Strategic: DIY Low Equity 137° * * * * * * * * * *   3.8% * * * * *
Talmud Equities and Gold s.talg Strategic: DIY Low Equity 0° * * * * * * * * * *   18.6% * * * * *
S&P 500 Equal Weight RSP Tactical: Managed Equal Weight 129° * * * * * * * * * *   3.9% * * * * *
Permanent Portfolio PRPFX Tactical: Managed Low Equity 356° * * * * * * * * * *   20.4% * * * * *
Adaptive Allocation A t.aaaa Tactical: DIY Adaptive 355° * * * * * * * * * *   14.7% * * * * *
Adaptive Allocation B t.aaab Tactical: DIY Adaptive 349° * * * * * * * * * *   13.6% * * * * *
Adaptive Allocation C t.aaac Tactical: DIY Adaptive 351° * * * * * * * * * *   15.4% * * * * *
Adaptive Allocation D t.aaad Tactical: DIY Adaptive 333° * * * * * * * * * *   10.8% * * * * *
Adaptive Allocation E t.aaae Tactical: DIY Adaptive 355° * * * * * * * * * *   14.6% * * * * *
Adaptive Allocation F t.aaaf Tactical: DIY Adaptive 355° * * * * * * * * * *   19.7% * * * * *
Minimum Correlation t.coco Tactical: DIY Correlation 0° * * * * * * * * * *   11.5% * * * * *
Maximum Diversification t.mdiv Tactical: DIY Diversification 10° * * * * * * * * * *   10.0% * * * * *
Equal Weight With Cluster t.dist Tactical: DIY Correlation 359° * * * * * * * * * *   11.5% * * * * *
Minimum Mean Abs Deviation t.madm Tactical: DIY Risk-Driven 355° * * * * * * * * * *   13.9% * * * * *
Minimum Variance A t.mvar Tactical: DIY Risk-Driven 355° * * * * * * * * * *   11.0% * * * * *
Risk Parity Portfolio A t.rpba Tactical: DIY Risk-Driven 359° * * * * * * * * * *   10.4% * * * * *
Maximum Sortino Portfolio t.sort Tactical: DIY Risk/Reward 191° * * * * * * * * * *   2.6% * * * * *
Equal Weight Portfolio t.eqwt Tactical: DIY Equal Weight 7° * * * * * * * * * *   9.4% * * * * *
Faber Rel Strength: Top 1 t.frs1 Tactical: DIY Momentum 81° * * * * * * * * * *   6.8% * * * * *
Faber Rel Strength: Top 2 t.frs2 Tactical: DIY Momentum 75° * * * * * * * * * *   7.0% * * * * *
Faber Rel Strength: Top 3 t.frs3 Tactical: DIY Momentum 124° * * * * * * * * * *   5.0% * * * * *
Faber Rel Strength: Top 4 t.frs4 Tactical: DIY Momentum 181° * * * * * * * * * *   4.5% * * * * *
Pure Momentum t.pure Tactical: DIY Momentum 165° * * * * * * * * * *   -9.6% * * * * *
Quartile Sector Rotation t.srqr Tactical: DIY Sector Rotation 63° * * * * * * * * * *   13.7% * * * * *
Rel Strength Sector Rotatn t.srrs Tactical: DIY Sector Rotation 114° * * * * * * * * * *   5.7% * * * * *
Top 5 Sector Rotation t.srt5 Tactical: DIY Sector Rotation 31° * * * * * * * * * *   11.6% * * * * *
Top 3 Sector Rotation t.srt3 Tactical: DIY Sector Rotation 128° * * * * * * * * * *   1.6% * * * * *
Minimum CdaR t.cdar Tactical: DIY Risk-Driven 165° * * * * * * * * * *   4.0% * * * * *
Minimum CvaR t.cvar Tactical: DIY Risk-Driven 354° * * * * * * * * * *   16.1% * * * * *
Equal Risk Contribution t.eqrc Tactical: DIY Risk-Driven 6° * * * * * * * * * *   9.2% * * * * *
Minimum Drawdown t.loss Tactical: DIY Risk-Driven 353° * * * * * * * * * *   15.1% * * * * *
Minimum Downside MAD t.madd Tactical: DIY Risk-Driven 355° * * * * * * * * * *   13.9% * * * * *
Minimum Correlation A t.mca1 Tactical: DIY Risk-Driven 13° * * * * * * * * * *   9.3% * * * * *
Minimum Correlation B t.mca2 Tactical: DIY Risk-Driven 7° * * * * * * * * * *   9.4% * * * * *
Minimum Variance B t.mva2 Tactical: DIY Risk-Driven 6° * * * * * * * * * *   10.9% * * * * *
Minimum Variance C t.mva3 Tactical: DIY Risk-Driven 359° * * * * * * * * * *   13.3% * * * * *
Min Downside Deviation t.risd Tactical: DIY Risk-Driven 12° * * * * * * * * * *   7.9% * * * * *
Risk Parity With Cluster t.rpcl Tactical: DIY Risk-Driven 4° * * * * * * * * * *   10.9% * * * * *
Risk Parity Portfolio B t.rsop Tactical: DIY Risk-Driven 1° * * * * * * * * * *   9.6% * * * * *
Target Return 12% t.tret Tactical: DIY Risk-Driven 354° * * * * * * * * * *   10.1% * * * * *
Target Risk 10% t.tris Tactical: DIY Risk-Driven 338° * * * * * * * * * *   8.2% * * * * *
Maximum Sharpe Portfolio t.shar Tactical: DIY Risk/Reward 229° * * * * * * * * * *   5.3% * * * * *
Target Return Post-Modern t.trdd Tactical: DIY Target Return 341° * * * * * * * * * *   7.8% * * * * *
Active Combined Asset t.acap Tactical: DIY Momentum 359° * * * * * * * * * *   19.0% * * * * *
Quarterly Asset Rotation t.qaro Tactical: DIY Momentum 171° * * * * * * * * * *   5.5% * * * * *
Defensive Bond t.dbnd Tactical: DIY Momentum 289° * * * * * * * * * *   7.7% * * * * *
Dynamic Harry Browne t.dyhb Tactical: DIY Momentum 286° * * * * * * * * * *   7.3% * * * * *
Hedge Replication HDG Tactical: Managed Blended 223° * * * * * * * * * *   2.4% * * * * *
DWA Tech Leaders PDP Tactical: Managed Blended 125° * * * * * * * * * *   1.4% * * * * *
IQ Hedge Multi-Strat QAI Tactical: Managed Blended 232° * * * * * * * * * *   3.6% * * * * *
ProShares Lg Cap CSM Tactical: Managed Hedged: 130-30 98° * * * * * * * * * *   6.1% * * * * *
MultiAsset ETF RLY Tactical: Managed Hedged: Abs Return 205° * * * * * * * * * *   5.4% * * * * *
IQ Merger Arbitrage MNA Tactical: Managed Hedged: Arbitrage 301° * * * * * * * * * *   9.0% * * * * *
QuantSh AntiBeta BTAL Tactical: Managed Hedged: Mkt Neutral 5° * * * * * * * * * *   19.7% * * * * *
WisdmTr EM HiYld DEM Tactical: Managed Income: Equity 252° * * * * * * * * * *   6.1% * * * * *
WisdmTr EM SmCap DGS Tactical: Managed Income: Equity 184° * * * * * * * * * *   -1.9% * * * * *
WisdomTree ex-US DLN Tactical: Managed Income: Equity 17° * * * * * * * * * *   12.2% * * * * *
WisdmTr Intl SmCap DLS Tactical: Managed Income: Equity 115° * * * * * * * * * *   5.5% * * * * *
iShares Select Dividend DVY Tactical: Managed Income: Equity 28° * * * * * * * * * *   13.1% * * * * *
SPDR S&P Int'l DWX Tactical: Managed Income: Equity 15° * * * * * * * * * *   13.9% * * * * *
iShares Hi Div Equity HDV Tactical: Managed Income: Equity 12° * * * * * * * * * *   13.9% * * * * *
iShr Intl Select Dividend IDV Tactical: Managed Income: Equity 12° * * * * * * * * * *   17.4% * * * * *
PowerShares Intl Div PID Tactical: Managed Income: Equity 79° * * * * * * * * * *   6.8% * * * * *
SPDR S&P Dividend SDY Tactical: Managed Income: Equity 95° * * * * * * * * * *   6.1% * * * * *
Vanguard Hi Div Yld ETF VYM Tactical: Managed Income: Equity 20° * * * * * * * * * *   9.8% * * * * *
PwrSh Sr Loan Portfolio BKLN Tactical: Managed Income: Float Rate 266° * * * * * * * * * *   6.1% * * * * *
Gugg Multi-Asset CVY Tactical: Managed Income: Multi 150° * * * * * * * * * *   2.7% * * * * *
Barclays Conv Bond CWB Tactical: Managed Income: Multi 57° * * * * * * * * * *   7.0% * * * * *
ETF: SPDR Inc Alloc INKM Tactical: Managed Income: Multi 290° * * * * * * * * * *   6.8% * * * * *
iSh MultiAsset Income IYLD Tactical: Managed Income: Multi 263° * * * * * * * * * *   6.1% * * * * *
FirstTrust Multi-Asset MDIV Tactical: Managed Income: Multi 342° * * * * * * * * * *   10.4% * * * * *
iShr Preferred ETF PFF Tactical: Managed Income: Multi 182° * * * * * * * * * *   1.5% * * * * *
PowerSh Preferred ETF PGX Tactical: Managed Income: Multi 175° * * * * * * * * * *   0.1% * * * * *
First Trust Focus 5 FV Tactical: Managed Sector Rotation 154° * * * * * * * * * *   -3.9% * * * * *
S&P Aggressive AOA Tactical: Managed Risk-Driven 293° * * * * * * * * * *   6.6% * * * * *
S&P Conservative AOK Tactical: Managed Risk-Driven 248° * * * * * * * * * *   5.6% * * * * *
S&P Moderate AOM Tactical: Managed Risk-Driven 251° * * * * * * * * * *   5.8% * * * * *
S&P Growth AOR Tactical: Managed Risk-Driven 259° * * * * * * * * * *   6.2% * * * * *
Dreyfus Alpha I AVGRX Tactical: Managed Blended 231° * * * * * * * * * *   2.7% * * * * *
Principal GlobMultiStrat PMSAX Tactical: Managed Blended 241° * * * * * * * * * *   3.9% * * * * *
Hundredfold Select SFHYX Tactical: Managed Blended 218° * * * * * * * * * *   2.9% * * * * *
UBS Global Alloc BPGLX Tactical: Managed Global Macro 208° * * * * * * * * * *   4.8% * * * * *
DFA Select Hedged DSHGX Tactical: Managed Global Macro 324° * * * * * * * * * *   7.0% * * * * *
GMO Benchm-Free GBMFX Tactical: Managed Global Macro 265° * * * * * * * * * *   6.2% * * * * *
Leuthold Global GLBIX Tactical: Managed Global Macro 178° * * * * * * * * * *   1.0% * * * * *
GMO Global Alloc GMWAX Tactical: Managed Global Macro 234° * * * * * * * * * *   5.4% * * * * *
Ivy Asset Strategy IVAEX Tactical: Managed Global Macro 317° * * * * * * * * * *   7.9% * * * * *
Leuthold Core LCORX Tactical: Managed Global Macro 167° * * * * * * * * * *   0.3% * * * * *
Loomis Global Eq Y LSWWX Tactical: Managed Global Macro 150° * * * * * * * * * *   4.5% * * * * *
BlackRock Global I MALOX Tactical: Managed Global Macro 195° * * * * * * * * * *   4.7% * * * * *
MFS Global Tot Ret MFWIX Tactical: Managed Global Macro 193° * * * * * * * * * *   5.0% * * * * *
PIMCO All-Asset PAUIX Tactical: Managed Global Macro 205° * * * * * * * * * *   5.0% * * * * *
Thornburg Inv Income Y TIBIX Tactical: Managed Global Macro 341° * * * * * * * * * *   17.4% * * * * *
VALIC Global Strat VGLSX Tactical: Managed Global Macro 262° * * * * * * * * * *   6.2% * * * * *
MainStay Int'l Opp MYITX Tactical: Managed Hedged: 130-30 345° * * * * * * * * * *   9.8% * * * * *
MFS Target Return A DVRAX Tactical: Managed Hedged: Abs Return 289° * * * * * * * * * *   8.2% * * * * *
EatonVance GlobalMacro EIGMX Tactical: Managed Hedged: Abs Return 275° * * * * * * * * * *   6.8% * * * * *
Natixis ASG Global GAFYX Tactical: Managed Hedged: Abs Return 228° * * * * * * * * * *   3.7% * * * * *
Goldman Sachs Instl GARTX Tactical: Managed Hedged: Abs Return 236° * * * * * * * * * *   4.3% * * * * *
Jhancock Global Abs Ret I JHAIX Tactical: Managed Hedged: Abs Return 191° * * * * * * * * * *   3.6% * * * * *
Putnam Abs Ret 100 Y PARYX Tactical: Managed Hedged: Abs Return 236° * * * * * * * * * *   2.9% * * * * *
Putnam Abs Ret 300 Y PYTRX Tactical: Managed Hedged: Abs Return 246° * * * * * * * * * *   5.4% * * * * *
AQR Divers N ADANX Tactical: Managed Hedged: Arbitrage 248° * * * * * * * * * *   4.4% * * * * *
Arbitrage I ARBNX Tactical: Managed Hedged: Arbitrage 246° * * * * * * * * * *   4.5% * * * * *
BlackRock EmMkt A BLSAX Tactical: Managed Hedged: Long/Short 254° * * * * * * * * * *   5.8% * * * * *
Robeco Long/Short I BPLSX Tactical: Managed Hedged: Long/Short 8° * * * * * * * * * *   10.6% * * * * *
Diamond Hill Long-Short I DHLSX Tactical: Managed Hedged: Long/Short 240° * * * * * * * * * *   4.3% * * * * *
MainStay Marketfield A MFADX Tactical: Managed Hedged: Long/Short 182° * * * * * * * * * *   -0.3% * * * * *
Calamos Market Neu Inc CVSIX Tactical: Managed Hedged: Mkt Neutral 273° * * * * * * * * * *   6.7% * * * * *
Gabelli ABC AAA GABCX Tactical: Managed Hedged: Mkt Neutral 273° * * * * * * * * * *   6.7% * * * * *
JPMorgan Mkt Neutral A JMNAX Tactical: Managed Hedged: Mkt Neutral 297° * * * * * * * * * *   8.7% * * * * *
Vanguard Market Neutral VMNFX Tactical: Managed Hedged: Mkt Neutral 209° * * * * * * * * * *   0.4% * * * * *
Fidelity Equity FEQTX Tactical: Managed Income: Equity 39° * * * * * * * * * *   8.7% * * * * *
Fidelity Strategic FSDIX Tactical: Managed Income: Equity 35° * * * * * * * * * *   8.1% * * * * *
Columbia Div Income LBSAX Tactical: Managed Income: Equity 25° * * * * * * * * * *   8.7% * * * * *
Invesco Divers Dividend LCEIX Tactical: Managed Income: Equity 84° * * * * * * * * * *   6.6% * * * * *
BlackRock Eq Dividend MDDVX Tactical: Managed Income: Equity 82° * * * * * * * * * *   6.6% * * * * *
T. Rowe Equity Income PRFDX Tactical: Managed Income: Equity 63° * * * * * * * * * *   7.3% * * * * *
Schwab Div Equity SWDSX Tactical: Managed Income: Equity 14° * * * * * * * * * *   12.9% * * * * *
Vanguard Equity VEIPX Tactical: Managed Income: Equity 14° * * * * * * * * * *   9.8% * * * * *
Lord Abbett Float Rate LFRAX Tactical: Managed Income: Float Rate 236° * * * * * * * * * *   3.0% * * * * *
Calamos Global Growth CVLOX Tactical: Managed Income: Global 157° * * * * * * * * * *   5.2% * * * * *
Loomis Global Eq A LGMAX Tactical: Managed Income: Global 153° * * * * * * * * * *   4.3% * * * * *
Neuberger Berman Eq Inc NBHAX Tactical: Managed Income: Global 14° * * * * * * * * * *   11.2% * * * * *
Thornburg Inv Income A TIBAX Tactical: Managed Income: Global 339° * * * * * * * * * *   16.1% * * * * *
Am Century Target Date ARTOX Tactical: Managed Income: Multi 234° * * * * * * * * * *   5.2% * * * * *
BlackRock Strat Inc Opp BASIX Tactical: Managed Income: Multi 221° * * * * * * * * * *   2.4% * * * * *
Calamos Convertible A CCVIX Tactical: Managed Income: Multi 151° * * * * * * * * * *   3.8% * * * * *
Invesco Convertible Y CNSDX Tactical: Managed Income: Multi 143° * * * * * * * * * *   5.0% * * * * *
Fidelity Convertibles FCVSX Tactical: Managed Income: Multi 63° * * * * * * * * * *   7.4% * * * * *
Goldman Sachs Strat Inc GSZAX Tactical: Managed Income: Multi 221° * * * * * * * * * *   1.8% * * * * *
Inst: Forward Select KIFYX Tactical: Managed Income: Multi 185° * * * * * * * * * *   4.1% * * * * *
Nuveen Preferred I NPSRX Tactical: Managed Income: Multi 242° * * * * * * * * * *   4.2% * * * * *
Pimco Income P PONPX Tactical: Managed Income: Multi 218° * * * * * * * * * *   2.7% * * * * *
Principal Preferred PPSIX Tactical: Managed Income: Multi 272° * * * * * * * * * *   6.6% * * * * *
T. Rowe Global Bond PRSNX Tactical: Managed Income: Multi 215° * * * * * * * * * *   1.4% * * * * *
T. Rowe Retire Balanced TRRIX Tactical: Managed Income: Multi 230° * * * * * * * * * *   4.2% * * * * *
Vanguard LifeStrategy VASIX Tactical: Managed Income: Multi 231° * * * * * * * * * *   4.6% * * * * *
Vanguard Target Retire VTINX Tactical: Managed Income: Multi 240° * * * * * * * * * *   4.9% * * * * *
Vanguard Wellesley Adm VWIAX Tactical: Managed Income: Multi 270° * * * * * * * * * *   6.4% * * * * *
Fidelity Muni FHIGX Tactical: Managed Income: Tax Exempt 200° * * * * * * * * * *   -1.1% * * * * *
Nuveen Amer Muni FLAAX Tactical: Managed Income: Tax Exempt 204° * * * * * * * * * *   -0.1% * * * * *
BlackRock Nat'l Muni MDNLX Tactical: Managed Income: Tax Exempt 204° * * * * * * * * * *   -1.2% * * * * *
T. Rowe Summit Muni PRINX Tactical: Managed Income: Tax Exempt 201° * * * * * * * * * *   -0.8% * * * * *
Vanguard LT Tax-Exempt VWLTX Tactical: Managed Income: Tax Exempt 198° * * * * * * * * * *   -1.2% * * * * *
Sound Mind Investing SMIFX Tactical: Managed Momentum 123° * * * * * * * * * *   4.1% * * * * *
Grimaldi Sector NAVFX Tactical: Managed Sector Rotation 67° * * * * * * * * * *   7.9% * * * * *
FundX Upgrader XCOR Tactical: Managed Momentum 90° * * * * * * * * * *   6.4% * * * * *
Ibbotson Balanced BETFX Tactical: Managed Risk-Driven 262° * * * * * * * * * *   6.2% * * * * *
Columbia Thermostat Z COTZX Tactical: Managed Risk-Driven 326° * * * * * * * * * *   8.9% * * * * *
Dodge & Cox Balanced DODBX Tactical: Managed Risk-Driven 350° * * * * * * * * * *   8.0% * * * * *
Fidelity Balanced FBALX Tactical: Managed Risk-Driven 347° * * * * * * * * * *   6.7% * * * * *
Fidelity Puritan FPURX Tactical: Managed Risk-Driven 141° * * * * * * * * * *   5.4% * * * * *
Janus Balanced JANBX Tactical: Managed Risk-Driven 84° * * * * * * * * * *   6.4% * * * * *
Schwab Balanced SWOBX Tactical: Managed Risk-Driven 234° * * * * * * * * * *   6.0% * * * * *
Vanguard Balanced VBIAX Tactical: Managed Risk-Driven 127° * * * * * * * * * *   5.5% * * * * *
ValueLine AssetAlloc VLAAX Tactical: Managed Risk-Driven 59° * * * * * * * * * *   7.5% * * * * *
Vanguard Wellesley Inv VWINX Tactical: Managed Risk-Driven 298° * * * * * * * * * *   7.3% * * * * *
Vanguard LifeStrat Growth VASGX Tactical: Managed Risk-Driven 333° * * * * * * * * * *   7.6% * * * * *
Vanguard Wellington Inv VWELX Tactical: Managed Risk-Driven 338° * * * * * * * * * *   8.4% * * * * *
Vanguard STAR Inv VGSTX Tactical: Managed Risk-Driven 186° * * * * * * * * * *   5.0% * * * * *
FPA Crescent FPACX Tactical: Managed Risk-Driven 285° * * * * * * * * * *   6.9% * * * * *
WF Asset Allocation WFAIX Tactical: Managed Risk-Driven 20° * * * * * * * * * *   7.3% * * * * *
Berkshire Hathaway Inc BRK.A Tactical: Managed Global Macro 16° * * * * * * * * * *   25.8% * * * * *