All Portfolios, ranked by Risk vs. Return Compass

for period ending October 31, 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

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.

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.

        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              
   
Strategic 50-50 s.5050 Strategic: DIY Balanced 185° * * * * * * * * * *   23.5% * * * * *
Strategic 60-40 Portfolio s.6040 Strategic: DIY Balanced 0° * * * * * * * * * *   26.3% * * * * *
7Twelve Israelson s.712 Strategic: DIY Balanced 185° * * * * * * * * * *   19.2% * * * * *
Couch Potato: Scott Burns s.couc Strategic: DIY Balanced 192° * * * * * * * * * *   22.4% * * * * *
Ben Graham 50-50 s.grah Strategic: DIY Balanced 181° * * * * * * * * * *   19.6% * * * * *
Safe Haven Portfolio s.have Strategic: DIY Balanced 209° * * * * * * * * * *   24.7% * * * * *
Six Ways from Sunday s.lazy Strategic: DIY Balanced 176° * * * * * * * * * *   19.8% * * * * *
ETF Moderate s.mode Strategic: DIY Balanced 177° * * * * * * * * * *   23.8% * * * * *
David Swensen inspired s.swen Strategic: DIY Balanced 91° * * * * * * * * * *   26.3% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Strategic: DIY Balanced 182° * * * * * * * * * *   19.3% * * * * *
Lazy: Coffeehouse s.coff Strategic: DIY Balanced 167° * * * * * * * * * *   23.3% * * * * *
Lazy: Margaritaville s.marg Strategic: DIY Balanced 207° * * * * * * * * * *   24.6% * * * * *
Lazy: Smart Money s.smar Strategic: DIY Balanced 191° * * * * * * * * * *   21.8% * * * * *
Strategic 70-30 Portfolio s.7030 Strategic: DIY High Equity 5° * * * * * * * * * *   29.1% * * * * *
Strategic 80-20 Portfolio s.8020 Strategic: DIY High Equity 5° * * * * * * * * * *   32.0% * * * * *
ETF Aggressive s.aggr Strategic: DIY High Equity 128° * * * * * * * * * *   25.9% * * * * *
Ben Stein inspired s.bens Strategic: DIY High Equity 202° * * * * * * * * * *   24.9% * * * * *
Low Volatility Portfolio s.lowv Strategic: DIY High Equity 193° * * * * * * * * * *   16.3% * * * * *
Lazy: Aronson s.aron Strategic: DIY High Equity 150° * * * * * * * * * *   25.5% * * * * *
Lazy: No Brainer s.nobr Strategic: DIY High Equity 23° * * * * * * * * * *   27.5% * * * * *
Lazy: Second Grader s.seco Strategic: DIY High Equity 0° * * * * * * * * * *   33.0% * * * * *
Lazy: Yale Unconventional s.yale Strategic: DIY High Equity 60° * * * * * * * * * *   27.2% * * * * *
Harry Browne inspired s.brow Strategic: DIY Low Equity 218° * * * * * * * * * *   23.7% * * * * *
Ray Dalio inspired s.dali Strategic: DIY Low Equity 190° * * * * * * * * * *   16.9% * * * * *
Ivy Portfolio s.ivyp Strategic: DIY Low Equity 181° * * * * * * * * * *   19.9% * * * * *
No Equity Portfolio s.noeq Strategic: DIY Low Equity 28° * * * * * * * * * *   29.3% * * * * *
Permanent Plus s.plus Strategic: DIY Low Equity 347° * * * * * * * * * *   32.2% * * * * *
Black Swan Hyperinflation s.swan Strategic: DIY Low Equity 186° * * * * * * * * * *   11.0% * * * * *
Talmud Dividend Equities s.talm Strategic: DIY Low Equity 1° * * * * * * * * * *   33.4% * * * * *
Worst Case Scenario s.wors Strategic: DIY Low Equity 193° * * * * * * * * * *   9.2% * * * * *
Talmud with Blue Chip s.talc Strategic: DIY Low Equity 149° * * * * * * * * * *   23.2% * * * * *
Talmud Broad Market s.talb Strategic: DIY Low Equity 65° * * * * * * * * * *   27.3% * * * * *
Talmud with Small Cap s.tals Strategic: DIY Low Equity 123° * * * * * * * * * *   24.5% * * * * *
Talmud Equities and Gold s.talg Strategic: DIY Low Equity 0° * * * * * * * * * *   37.3% * * * * *
S&P 500 Equal Weight RSP Tactical: Managed Equal Weight 19° * * * * * * * * * *   31.9% * * * * *
Permanent Portfolio PRPFX Tactical: Managed Low Equity 322° * * * * * * * * * *   31.6% * * * * *
Adaptive Allocation A t.aaaa Tactical: DIY Adaptive 288° * * * * * * * * * *   27.7% * * * * *
Adaptive Allocation B t.aaab Tactical: DIY Adaptive 260° * * * * * * * * * *   25.7% * * * * *
Adaptive Allocation C t.aaac Tactical: DIY Adaptive 271° * * * * * * * * * *   26.3% * * * * *
Adaptive Allocation D t.aaad Tactical: DIY Adaptive 195° * * * * * * * * * *   18.9% * * * * *
Adaptive Allocation E t.aaae Tactical: DIY Adaptive 294° * * * * * * * * * *   27.1% * * * * *
Adaptive Allocation F t.aaaf Tactical: DIY Adaptive 345° * * * * * * * * * *   35.6% * * * * *
Minimum Correlation t.coco Tactical: DIY Correlation 357° * * * * * * * * * *   31.0% * * * * *
Maximum Diversification t.mdiv Tactical: DIY Diversification 1° * * * * * * * * * *   28.6% * * * * *
Equal Weight With Cluster t.dist Tactical: DIY Correlation 7° * * * * * * * * * *   30.3% * * * * *
Minimum Mean Abs Deviation t.madm Tactical: DIY Risk-Driven 305° * * * * * * * * * *   27.0% * * * * *
Minimum Variance A t.mvar Tactical: DIY Risk-Driven 338° * * * * * * * * * *   27.2% * * * * *
Risk Parity Portfolio A t.rpba Tactical: DIY Risk-Driven 5° * * * * * * * * * *   31.0% * * * * *
Maximum Sortino Portfolio t.sort Tactical: DIY Risk/Reward 184° * * * * * * * * * *   17.4% * * * * *
Equal Weight Portfolio t.eqwt Tactical: DIY Equal Weight 15° * * * * * * * * * *   30.8% * * * * *
Faber Rel Strength: Top 1 t.frs1 Tactical: DIY Momentum 104° * * * * * * * * * *   25.9% * * * * *
Faber Rel Strength: Top 2 t.frs2 Tactical: DIY Momentum 174° * * * * * * * * * *   19.6% * * * * *
Faber Rel Strength: Top 3 t.frs3 Tactical: DIY Momentum 164° * * * * * * * * * *   17.8% * * * * *
Faber Rel Strength: Top 4 t.frs4 Tactical: DIY Momentum 177° * * * * * * * * * *   13.1% * * * * *
Pure Momentum t.pure Tactical: DIY Momentum 163° * * * * * * * * * *   11.9% * * * * *
Quartile Sector Rotation t.srqr Tactical: DIY Sector Rotation 10° * * * * * * * * * *   210.1% * * * * *
Rel Strength Sector Rotatn t.srrs Tactical: DIY Sector Rotation 203° * * * * * * * * * *   25.5% * * * * *
Top 5 Sector Rotation t.srt5 Tactical: DIY Sector Rotation 5° * * * * * * * * * *   50.6% * * * * *
Top 3 Sector Rotation t.srt3 Tactical: DIY Sector Rotation 31° * * * * * * * * * *   31.4% * * * * *
Minimum CdaR t.cdar Tactical: DIY Risk-Driven 159° * * * * * * * * * *   18.5% * * * * *
Minimum CvaR t.cvar Tactical: DIY Risk-Driven 333° * * * * * * * * * *   32.0% * * * * *
Equal Risk Contribution t.eqrc Tactical: DIY Risk-Driven 17° * * * * * * * * * *   28.4% * * * * *
Minimum Drawdown t.loss Tactical: DIY Risk-Driven 328° * * * * * * * * * *   29.2% * * * * *
Minimum Downside MAD t.madd Tactical: DIY Risk-Driven 305° * * * * * * * * * *   27.0% * * * * *
Minimum Correlation A t.mca1 Tactical: DIY Risk-Driven 141° * * * * * * * * * *   25.6% * * * * *
Minimum Correlation B t.mca2 Tactical: DIY Risk-Driven 17° * * * * * * * * * *   28.3% * * * * *
Minimum Variance B t.mva2 Tactical: DIY Risk-Driven 179° * * * * * * * * * *   24.8% * * * * *
Minimum Variance C t.mva3 Tactical: DIY Risk-Driven 342° * * * * * * * * * *   29.0% * * * * *
Min Downside Deviation t.risd Tactical: DIY Risk-Driven 170° * * * * * * * * * *   23.2% * * * * *
Risk Parity With Cluster t.rpcl Tactical: DIY Risk-Driven 360° * * * * * * * * * *   29.6% * * * * *
Risk Parity Portfolio B t.rsop Tactical: DIY Risk-Driven 7° * * * * * * * * * *   30.7% * * * * *
Target Return 12% t.tret Tactical: DIY Risk-Driven 189° * * * * * * * * * *   23.4% * * * * *
Target Risk 10% t.tris Tactical: DIY Risk-Driven 193° * * * * * * * * * *   21.8% * * * * *
Maximum Sharpe Portfolio t.shar Tactical: DIY Risk/Reward 188° * * * * * * * * * *   19.4% * * * * *
Target Return Post-Modern t.trdd Tactical: DIY Target Return 183° * * * * * * * * * *   20.9% * * * * *
Active Combined Asset t.acap Tactical: DIY Momentum 358° * * * * * * * * * *   34.9% * * * * *
Quarterly Asset Rotation t.qaro Tactical: DIY Momentum 352° * * * * * * * * * *   37.4% * * * * *
Defensive Bond t.dbnd Tactical: DIY Momentum 206° * * * * * * * * * *   19.3% * * * * *
Dynamic Harry Browne t.dyhb Tactical: DIY Momentum 219° * * * * * * * * * *   21.7% * * * * *
Hedge Replication HDG Tactical: Managed Blended 191° * * * * * * * * * *   9.4% * * * * *
DWA Tech Leaders PDP Tactical: Managed Blended 15° * * * * * * * * * *   41.0% * * * * *
iSh Global Energy PWC Tactical: Managed Blended 13° * * * * * * * * * *   38.2% * * * * *
IQ Hedge Multi-Strat QAI Tactical: Managed Blended 193° * * * * * * * * * *   11.9% * * * * *
ProShares Lg Cap CSM Tactical: Managed Hedged: 130-30 11° * * * * * * * * * *   37.0% * * * * *
MultiAsset ETF RLY Tactical: Managed Hedged: Abs Return 182° * * * * * * * * * *   12.1% * * * * *
IQ Merger Arbitrage MNA Tactical: Managed Hedged: Arbitrage 187° * * * * * * * * * *   5.6% * * * * *
QuantSh AntiBeta BTAL Tactical: Managed Hedged: Mkt Neutral 165° * * * * * * * * * *   -0.1% * * * * *
WisdmTr EM HiYld DEM Tactical: Managed Income: Equity 177° * * * * * * * * * *   22.1% * * * * *
WisdmTr EM SmCap DGS Tactical: Managed Income: Equity 162° * * * * * * * * * *   20.2% * * * * *
WisdomTree ex-US DLN Tactical: Managed Income: Equity 3° * * * * * * * * * *   33.6% * * * * *
WisdmTr Intl SmCap DLS Tactical: Managed Income: Equity 137° * * * * * * * * * *   21.6% * * * * *
iShares Select Dividend DVY Tactical: Managed Income: Equity 5° * * * * * * * * * *   33.7% * * * * *
SPDR S&P Int'l DWX Tactical: Managed Income: Equity 166° * * * * * * * * * *   17.5% * * * * *
iShares Hi Div Equity HDV Tactical: Managed Income: Equity 307° * * * * * * * * * *   27.9% * * * * *
iShr Intl Select Dividend IDV Tactical: Managed Income: Equity 133° * * * * * * * * * *   23.1% * * * * *
PowerShares Intl Div PID Tactical: Managed Income: Equity 140° * * * * * * * * * *   23.6% * * * * *
SPDR S&P Dividend SDY Tactical: Managed Income: Equity 69° * * * * * * * * * *   26.7% * * * * *
Vanguard Hi Div Yld ETF VYM Tactical: Managed Income: Equity 1° * * * * * * * * * *   31.2% * * * * *
PwrSh Sr Loan Portfolio BKLN Tactical: Managed Income: Float Rate 196° * * * * * * * * * *   10.1% * * * * *
Gugg Multi-Asset CVY Tactical: Managed Income: Multi 120° * * * * * * * * * *   26.1% * * * * *
Barclays Conv Bond CWB Tactical: Managed Income: Multi 181° * * * * * * * * * *   20.8% * * * * *
ETF: SPDR Inc Alloc INKM Tactical: Managed Income: Multi 186° * * * * * * * * * *   20.2% * * * * *
iSh MultiAsset Income IYLD Tactical: Managed Income: Multi 189° * * * * * * * * * *   15.3% * * * * *
FirstTrust Multi-Asset MDIV Tactical: Managed Income: Multi 213° * * * * * * * * * *   22.2% * * * * *
iShr Preferred ETF PFF Tactical: Managed Income: Multi 187° * * * * * * * * * *   22.5% * * * * *
PowerSh Preferred ETF PGX Tactical: Managed Income: Multi 152° * * * * * * * * * *   24.7% * * * * *
First Trust Focus 5 FV Tactical: Managed Sector Rotation 18° * * * * * * * * * *   37.7% * * * * *
S&P Aggressive AOA Tactical: Managed Risk-Driven 11° * * * * * * * * * *   27.4% * * * * *
S&P Conservative AOK Tactical: Managed Risk-Driven 185° * * * * * * * * * *   16.9% * * * * *
S&P Moderate AOM Tactical: Managed Risk-Driven 185° * * * * * * * * * *   18.8% * * * * *
S&P Growth AOR Tactical: Managed Risk-Driven 184° * * * * * * * * * *   23.0% * * * * *
Dreyfus Alpha I AVGRX Tactical: Managed Blended 194° * * * * * * * * * *   12.5% * * * * *
Principal GlobMultiStrat PMSAX Tactical: Managed Blended 186° * * * * * * * * * *   7.6% * * * * *
Hundredfold Select SFHYX Tactical: Managed Blended 186° * * * * * * * * * *   9.9% * * * * *
UBS Global Alloc BPGLX Tactical: Managed Global Macro 190° * * * * * * * * * *   22.3% * * * * *
DFA Select Hedged DSHGX Tactical: Managed Global Macro 351° * * * * * * * * * *   33.5% * * * * *
GMO Benchm-Free GBMFX Tactical: Managed Global Macro 183° * * * * * * * * * *   13.1% * * * * *
Leuthold Global GLBIX Tactical: Managed Global Macro 177° * * * * * * * * * *   12.8% * * * * *
GMO Global Alloc GMWAX Tactical: Managed Global Macro 179° * * * * * * * * * *   19.6% * * * * *
Ivy Asset Strategy IVAEX Tactical: Managed Global Macro 342° * * * * * * * * * *   30.2% * * * * *
Leuthold Core LCORX Tactical: Managed Global Macro 176° * * * * * * * * * *   19.4% * * * * *
Loomis Global Eq Y LSWWX Tactical: Managed Global Macro 8° * * * * * * * * * *   31.7% * * * * *
BlackRock Global I MALOX Tactical: Managed Global Macro 179° * * * * * * * * * *   21.9% * * * * *
MFS Global Tot Ret MFWIX Tactical: Managed Global Macro 181° * * * * * * * * * *   20.4% * * * * *
PIMCO All-Asset PAUIX Tactical: Managed Global Macro 179° * * * * * * * * * *   11.0% * * * * *
Thornburg Inv Income Y TIBIX Tactical: Managed Global Macro 296° * * * * * * * * * *   27.5% * * * * *
VALIC Global Strat VGLSX Tactical: Managed Global Macro 333° * * * * * * * * * *   27.3% * * * * *
MainStay Int'l Opp MYITX Tactical: Managed Hedged: 130-30 131° * * * * * * * * * *   25.7% * * * * *
Absolute Strategies I ASFIX Tactical: Managed Hedged: Abs Return 176° * * * * * * * * * *   -11.6% * * * * *
MFS Target Return A DVRAX Tactical: Managed Hedged: Abs Return 196° * * * * * * * * * *   12.6% * * * * *
EatonVance GlobalMacro EIGMX Tactical: Managed Hedged: Abs Return 192° * * * * * * * * * *   7.9% * * * * *
Natixis ASG Global GAFYX Tactical: Managed Hedged: Abs Return 180° * * * * * * * * * *   5.2% * * * * *
Goldman Sachs Instl GARTX Tactical: Managed Hedged: Abs Return 191° * * * * * * * * * *   10.2% * * * * *
Jhancock Global Abs Ret I JHAIX Tactical: Managed Hedged: Abs Return 182° * * * * * * * * * *   8.1% * * * * *
Putnam Abs Ret 100 Y PARYX Tactical: Managed Hedged: Abs Return 189° * * * * * * * * * *   3.6% * * * * *
Putnam Abs Ret 300 Y PYTRX Tactical: Managed Hedged: Abs Return 183° * * * * * * * * * *   11.1% * * * * *
AQR Divers N ADANX Tactical: Managed Hedged: Arbitrage 190° * * * * * * * * * *   6.1% * * * * *
Arbitrage I ARBNX Tactical: Managed Hedged: Arbitrage 188° * * * * * * * * * *   7.2% * * * * *
BlackRock EmMkt A BLSAX Tactical: Managed Hedged: Long/Short 182° * * * * * * * * * *   22.6% * * * * *
Robeco Long/Short I BPLSX Tactical: Managed Hedged: Long/Short 344° * * * * * * * * * *   27.4% * * * * *
Diamond Hill Long-Short I DHLSX Tactical: Managed Hedged: Long/Short 196° * * * * * * * * * *   18.3% * * * * *
MainStay Marketfield A MFADX Tactical: Managed Hedged: Long/Short 188° * * * * * * * * * *   10.9% * * * * *
Aberdeen Long-Short A MLSAX Tactical: Managed Hedged: Long/Short 21° * * * * * * * * * *   37.2% * * * * *
Calamos Market Neu Inc CVSIX Tactical: Managed Hedged: Mkt Neutral 182° * * * * * * * * * *   3.9% * * * * *
Gabelli ABC AAA GABCX Tactical: Managed Hedged: Mkt Neutral 197° * * * * * * * * * *   11.4% * * * * *
JPMorgan Mkt Neutral A JMNAX Tactical: Managed Hedged: Mkt Neutral 191° * * * * * * * * * *   13.2% * * * * *
Vanguard Market Neutral VMNFX Tactical: Managed Hedged: Mkt Neutral 189° * * * * * * * * * *   10.2% * * * * *
Fidelity Equity FEQTX Tactical: Managed Income: Equity 2° * * * * * * * * * *   30.9% * * * * *
Fidelity Strategic FSDIX Tactical: Managed Income: Equity 353° * * * * * * * * * *   27.6% * * * * *
Columbia Div Income LBSAX Tactical: Managed Income: Equity 355° * * * * * * * * * *   29.5% * * * * *
Invesco Divers Dividend LCEIX Tactical: Managed Income: Equity 356° * * * * * * * * * *   29.6% * * * * *
BlackRock Eq Dividend MDDVX Tactical: Managed Income: Equity 305° * * * * * * * * * *   27.3% * * * * *
T. Rowe Equity Income PRFDX Tactical: Managed Income: Equity 353° * * * * * * * * * *   31.0% * * * * *
Schwab Div Equity SWDSX Tactical: Managed Income: Equity 7° * * * * * * * * * *   33.4% * * * * *
Vanguard Equity VEIPX Tactical: Managed Income: Equity 353° * * * * * * * * * *   31.2% * * * * *
Lord Abbett Float Rate LFRAX Tactical: Managed Income: Float Rate 191° * * * * * * * * * *   4.7% * * * * *
Calamos Global Growth CVLOX Tactical: Managed Income: Global 354° * * * * * * * * * *   38.7% * * * * *
Loomis Global Eq A LGMAX Tactical: Managed Income: Global 9° * * * * * * * * * *   31.3% * * * * *
Neuberger Berman Eq Inc NBHAX Tactical: Managed Income: Global 324° * * * * * * * * * *   28.2% * * * * *
Thornburg Inv Income A TIBAX Tactical: Managed Income: Global 291° * * * * * * * * * *   27.2% * * * * *
Am Century Target Date ARTOX Tactical: Managed Income: Multi 190° * * * * * * * * * *   19.0% * * * * *
BlackRock Strat Inc Opp BASIX Tactical: Managed Income: Multi 186° * * * * * * * * * *   5.3% * * * * *
Calamos Convertible A CCVIX Tactical: Managed Income: Multi 193° * * * * * * * * * *   20.1% * * * * *
Invesco Convertible Y CNSDX Tactical: Managed Income: Multi 188° * * * * * * * * * *   20.7% * * * * *
Fidelity Convertibles FCVSX Tactical: Managed Income: Multi 195° * * * * * * * * * *   22.3% * * * * *
Goldman Sachs Strat Inc GSZAX Tactical: Managed Income: Multi 186° * * * * * * * * * *   2.4% * * * * *
Inst: Forward Select KIFYX Tactical: Managed Income: Multi 299° * * * * * * * * * *   27.4% * * * * *
Nuveen Preferred I NPSRX Tactical: Managed Income: Multi 192° * * * * * * * * * *   13.0% * * * * *
Pimco Income P PONPX Tactical: Managed Income: Multi 184° * * * * * * * * * *   5.4% * * * * *
Principal Preferred PPSIX Tactical: Managed Income: Multi 199° * * * * * * * * * *   16.7% * * * * *
T. Rowe Global Bond PRSNX Tactical: Managed Income: Multi 187° * * * * * * * * * *   7.8% * * * * *
T. Rowe Retire Balanced TRRIX Tactical: Managed Income: Multi 190° * * * * * * * * * *   14.8% * * * * *
Vanguard LifeStrategy VASIX Tactical: Managed Income: Multi 187° * * * * * * * * * *   14.5% * * * * *
Vanguard Target Retire VTINX Tactical: Managed Income: Multi 188° * * * * * * * * * *   12.9% * * * * *
Vanguard Wellesley Adm VWIAX Tactical: Managed Income: Multi 191° * * * * * * * * * *   18.4% * * * * *
Fidelity Muni FHIGX Tactical: Managed Income: Tax Exempt 186° * * * * * * * * * *   7.6% * * * * *
Nuveen Amer Muni FLAAX Tactical: Managed Income: Tax Exempt 188° * * * * * * * * * *   8.5% * * * * *
BlackRock Nat'l Muni MDNLX Tactical: Managed Income: Tax Exempt 187° * * * * * * * * * *   4.7% * * * * *
T. Rowe Summit Muni PRINX Tactical: Managed Income: Tax Exempt 188° * * * * * * * * * *   8.5% * * * * *
Vanguard LT Tax-Exempt VWLTX Tactical: Managed Income: Tax Exempt 186° * * * * * * * * * *   8.4% * * * * *
Sound Mind Investing SMIFX Tactical: Managed Momentum 9° * * * * * * * * * *   30.6% * * * * *
Grimaldi Sector NAVFX Tactical: Managed Sector Rotation 5° * * * * * * * * * *   40.1% * * * * *
FundX Upgrader XCOR Tactical: Managed Momentum 6° * * * * * * * * * *   41.0% * * * * *
Ibbotson Balanced BETFX Tactical: Managed Risk-Driven 199° * * * * * * * * * *   23.8% * * * * *
Columbia Thermostat Z COTZX Tactical: Managed Risk-Driven 187° * * * * * * * * * *   18.9% * * * * *
Dodge & Cox Balanced DODBX Tactical: Managed Risk-Driven 215° * * * * * * * * * *   23.8% * * * * *
Fidelity Balanced FBALX Tactical: Managed Risk-Driven 350° * * * * * * * * * *   30.2% * * * * *
Fidelity Puritan FPURX Tactical: Managed Risk-Driven 360° * * * * * * * * * *   32.1% * * * * *
Janus Balanced JANBX Tactical: Managed Risk-Driven 355° * * * * * * * * * *   29.0% * * * * *
Schwab Balanced SWOBX Tactical: Managed Risk-Driven 332° * * * * * * * * * *   27.2% * * * * *
Vanguard Balanced VBIAX Tactical: Managed Risk-Driven 357° * * * * * * * * * *   29.0% * * * * *
ValueLine AssetAlloc VLAAX Tactical: Managed Risk-Driven 72° * * * * * * * * * *   26.7% * * * * *
Vanguard Wellesley Inv VWINX Tactical: Managed Risk-Driven 190° * * * * * * * * * *   18.2% * * * * *
Vanguard LifeStrat Growth VASGX Tactical: Managed Risk-Driven 355° * * * * * * * * * *   29.9% * * * * *
Vanguard Wellington Inv VWELX Tactical: Managed Risk-Driven 308° * * * * * * * * * *   27.3% * * * * *
Vanguard STAR Inv VGSTX Tactical: Managed Risk-Driven 266° * * * * * * * * * *   26.3% * * * * *
FPA Crescent FPACX Tactical: Managed Risk-Driven 208° * * * * * * * * * *   21.9% * * * * *
WF Asset Allocation WFAIX Tactical: Managed Risk-Driven 3° * * * * * * * * * *   30.2% * * * * *
Berkshire Hathaway Inc BRK.A Tactical: Managed Global Macro 46° * * * * * * * * * *   30.7% * * * * *