All Portfolios, ranked by Risk vs. Return Compass

for period ending April 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

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.

 

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 192° * * * * * * * * * *   10.0% * * * * *
Strategic 60-40 Portfolio s.6040 Strategic: DIY Balanced 0° * * * * * * * * * *   12.4% * * * * *
7Twelve Israelson s.712 Strategic: DIY Balanced 178° * * * * * * * * * *   7.2% * * * * *
Couch Potato: Scott Burns s.couc Strategic: DIY Balanced 204° * * * * * * * * * *   10.0% * * * * *
Ben Graham 50-50 s.grah Strategic: DIY Balanced 183° * * * * * * * * * *   5.9% * * * * *
Safe Haven Portfolio s.have Strategic: DIY Balanced 176° * * * * * * * * * *   2.7% * * * * *
Six Ways from Sunday s.lazy Strategic: DIY Balanced 172° * * * * * * * * * *   6.5% * * * * *
ETF Moderate s.mode Strategic: DIY Balanced 176° * * * * * * * * * *   8.1% * * * * *
David Swensen inspired s.swen Strategic: DIY Balanced 162° * * * * * * * * * *   5.6% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Strategic: DIY Balanced 180° * * * * * * * * * *   5.2% * * * * *
Lazy: Coffeehouse s.coff Strategic: DIY Balanced 169° * * * * * * * * * *   6.4% * * * * *
Lazy: Margaritaville s.marg Strategic: DIY Balanced 184° * * * * * * * * * *   9.5% * * * * *
Lazy: Smart Money s.smar Strategic: DIY Balanced 190° * * * * * * * * * *   9.3% * * * * *
Strategic 70-30 Portfolio s.7030 Strategic: DIY High Equity 12° * * * * * * * * * *   14.9% * * * * *
Strategic 80-20 Portfolio s.8020 Strategic: DIY High Equity 12° * * * * * * * * * *   17.3% * * * * *
ETF Aggressive s.aggr Strategic: DIY High Equity 108° * * * * * * * * * *   11.8% * * * * *
Ben Stein inspired s.bens Strategic: DIY High Equity 278° * * * * * * * * * *   12.5% * * * * *
Low Volatility Portfolio s.lowv Strategic: DIY High Equity 202° * * * * * * * * * *   4.5% * * * * *
Lazy: Aronson s.aron Strategic: DIY High Equity 155° * * * * * * * * * *   9.3% * * * * *
Lazy: No Brainer s.nobr Strategic: DIY High Equity 129° * * * * * * * * * *   11.0% * * * * *
Lazy: Second Grader s.seco Strategic: DIY High Equity 17° * * * * * * * * * *   16.5% * * * * *
Lazy: Yale Unconventional s.yale Strategic: DIY High Equity 162° * * * * * * * * * *   5.5% * * * * *
Harry Browne inspired s.brow Strategic: DIY Low Equity 189° * * * * * * * * * *   5.9% * * * * *
Ray Dalio inspired s.dali Strategic: DIY Low Equity 191° * * * * * * * * * *   4.3% * * * * *
Ivy Portfolio s.ivyp Strategic: DIY Low Equity 176° * * * * * * * * * *   6.0% * * * * *
No Equity Portfolio s.noeq Strategic: DIY Low Equity 168° * * * * * * * * * *   -0.0% * * * * *
Permanent Plus s.plus Strategic: DIY Low Equity 161° * * * * * * * * * *   9.8% * * * * *
Black Swan Hyperinflation s.swan Strategic: DIY Low Equity 183° * * * * * * * * * *   7.6% * * * * *
Talmud Dividend Equities s.talm Strategic: DIY Low Equity 158° * * * * * * * * * *   7.1% * * * * *
Worst Case Scenario s.wors Strategic: DIY Low Equity 191° * * * * * * * * * *   -3.6% * * * * *
Talmud with Blue Chip s.talc Strategic: DIY Low Equity 172° * * * * * * * * * *   3.9% * * * * *
Talmud Broad Market s.talb Strategic: DIY Low Equity 162° * * * * * * * * * *   6.6% * * * * *
Talmud with Small Cap s.tals Strategic: DIY Low Equity 160° * * * * * * * * * *   5.4% * * * * *
Talmud Equities and Gold s.talg Strategic: DIY Low Equity 90° * * * * * * * * * *   12.4% * * * * *
S&P 500 Equal Weight RSP Tactical: Managed Equal Weight 83° * * * * * * * * * *   12.9% * * * * *
Permanent Portfolio PRPFX Tactical: Managed Low Equity 323° * * * * * * * * * *   15.9% * * * * *
Adaptive Allocation A t.aaaa Tactical: DIY Adaptive 358° * * * * * * * * * *   17.3% * * * * *
Adaptive Allocation B t.aaab Tactical: DIY Adaptive 178° * * * * * * * * * *   10.7% * * * * *
Adaptive Allocation C t.aaac Tactical: DIY Adaptive 172° * * * * * * * * * *   9.5% * * * * *
Adaptive Allocation D t.aaad Tactical: DIY Adaptive 177° * * * * * * * * * *   6.4% * * * * *
Adaptive Allocation E t.aaae Tactical: DIY Adaptive 13° * * * * * * * * * *   14.8% * * * * *
Adaptive Allocation F t.aaaf Tactical: DIY Adaptive 355° * * * * * * * * * *   15.8% * * * * *
Minimum Correlation t.coco Tactical: DIY Correlation 157° * * * * * * * * * *   8.1% * * * * *
Maximum Diversification t.mdiv Tactical: DIY Diversification 162° * * * * * * * * * *   8.3% * * * * *
Equal Weight With Cluster t.dist Tactical: DIY Correlation 167° * * * * * * * * * *   5.2% * * * * *
Minimum Mean Abs Deviation t.madm Tactical: DIY Risk-Driven 65° * * * * * * * * * *   12.6% * * * * *
Minimum Variance A t.mvar Tactical: DIY Risk-Driven 9° * * * * * * * * * *   14.4% * * * * *
Risk Parity Portfolio A t.rpba Tactical: DIY Risk-Driven 122° * * * * * * * * * *   11.5% * * * * *
Maximum Sortino Portfolio t.sort Tactical: DIY Risk/Reward 174° * * * * * * * * * *   8.8% * * * * *
Equal Weight Portfolio t.eqwt Tactical: DIY Equal Weight 135° * * * * * * * * * *   10.2% * * * * *
Faber Rel Strength: Top 1 t.frs1 Tactical: DIY Momentum 164° * * * * * * * * * *   6.3% * * * * *
Faber Rel Strength: Top 2 t.frs2 Tactical: DIY Momentum 176° * * * * * * * * * *   3.4% * * * * *
Faber Rel Strength: Top 3 t.frs3 Tactical: DIY Momentum 179° * * * * * * * * * *   4.5% * * * * *
Faber Rel Strength: Top 4 t.frs4 Tactical: DIY Momentum 190° * * * * * * * * * *   2.9% * * * * *
Pure Momentum t.pure Tactical: DIY Momentum 29° * * * * * * * * * *   20.8% * * * * *
Quartile Sector Rotation t.srqr Tactical: DIY Sector Rotation 15° * * * * * * * * * *   168.1% * * * * *
Rel Strength Sector Rotatn t.srrs Tactical: DIY Sector Rotation 126° * * * * * * * * * *   11.7% * * * * *
Top 5 Sector Rotation t.srt5 Tactical: DIY Sector Rotation 27° * * * * * * * * * *   22.3% * * * * *
Top 3 Sector Rotation t.srt3 Tactical: DIY Sector Rotation 37° * * * * * * * * * *   21.9% * * * * *
Minimum CdaR t.cdar Tactical: DIY Risk-Driven 77° * * * * * * * * * *   12.8% * * * * *
Minimum CvaR t.cvar Tactical: DIY Risk-Driven 355° * * * * * * * * * *   14.8% * * * * *
Equal Risk Contribution t.eqrc Tactical: DIY Risk-Driven 162° * * * * * * * * * *   7.9% * * * * *
Minimum Drawdown t.loss Tactical: DIY Risk-Driven 136° * * * * * * * * * *   12.1% * * * * *
Minimum Downside MAD t.madd Tactical: DIY Risk-Driven 65° * * * * * * * * * *   12.6% * * * * *
Minimum Correlation A t.mca1 Tactical: DIY Risk-Driven 170° * * * * * * * * * *   4.5% * * * * *
Minimum Correlation B t.mca2 Tactical: DIY Risk-Driven 164° * * * * * * * * * *   7.7% * * * * *
Minimum Variance B t.mva2 Tactical: DIY Risk-Driven 171° * * * * * * * * * *   6.3% * * * * *
Minimum Variance C t.mva3 Tactical: DIY Risk-Driven 155° * * * * * * * * * *   11.1% * * * * *
Min Downside Deviation t.risd Tactical: DIY Risk-Driven 162° * * * * * * * * * *   11.6% * * * * *
Risk Parity With Cluster t.rpcl Tactical: DIY Risk-Driven 168° * * * * * * * * * *   6.2% * * * * *
Risk Parity Portfolio B t.rsop Tactical: DIY Risk-Driven 128° * * * * * * * * * *   11.2% * * * * *
Target Return 12% t.tret Tactical: DIY Risk-Driven 181° * * * * * * * * * *   5.0% * * * * *
Target Risk 10% t.tris Tactical: DIY Risk-Driven 186° * * * * * * * * * *   6.8% * * * * *
Maximum Sharpe Portfolio t.shar Tactical: DIY Risk/Reward 177° * * * * * * * * * *   7.4% * * * * *
Target Return Post-Modern t.trdd Tactical: DIY Target Return 181° * * * * * * * * * *   3.2% * * * * *
Active Combined Asset t.acap Tactical: DIY Momentum 165° * * * * * * * * * *   6.4% * * * * *
Quarterly Asset Rotation t.qaro Tactical: DIY Momentum 155° * * * * * * * * * *   10.3% * * * * *
Defensive Bond t.dbnd Tactical: DIY Momentum 196° * * * * * * * * * *   4.3% * * * * *
Dynamic Harry Browne t.dyhb Tactical: DIY Momentum 247° * * * * * * * * * *   10.9% * * * * *
Hedge Replication HDG Tactical: Managed Blended 213° * * * * * * * * * *   5.7% * * * * *
DWA Tech Leaders PDP Tactical: Managed Blended 25° * * * * * * * * * *   23.4% * * * * *
iSh Global Energy PWC Tactical: Managed Blended 24° * * * * * * * * * *   20.0% * * * * *
IQ Hedge Multi-Strat QAI Tactical: Managed Blended 226° * * * * * * * * * *   8.2% * * * * *
ProShares Lg Cap CSM Tactical: Managed Hedged: 130-30 17° * * * * * * * * * *   22.2% * * * * *
MultiAsset ETF RLY Tactical: Managed Hedged: Abs Return 168° * * * * * * * * * *   4.0% * * * * *
IQ Merger Arbitrage MNA Tactical: Managed Hedged: Arbitrage 195° * * * * * * * * * *   -1.4% * * * * *
QuantSh AntiBeta BTAL Tactical: Managed Hedged: Mkt Neutral 154° * * * * * * * * * *   -3.6% * * * * *
WisdmTr EM HiYld DEM Tactical: Managed Income: Equity 14° * * * * * * * * * *   16.3% * * * * *
WisdmTr EM SmCap DGS Tactical: Managed Income: Equity 29° * * * * * * * * * *   15.5% * * * * *
WisdomTree ex-US DLN Tactical: Managed Income: Equity 70° * * * * * * * * * *   13.0% * * * * *
WisdmTr Intl SmCap DLS Tactical: Managed Income: Equity 154° * * * * * * * * * *   7.0% * * * * *
iShares Select Dividend DVY Tactical: Managed Income: Equity 146° * * * * * * * * * *   5.6% * * * * *
SPDR S&P Int'l DWX Tactical: Managed Income: Equity 177° * * * * * * * * * *   0.5% * * * * *
iShares Hi Div Equity HDV Tactical: Managed Income: Equity 164° * * * * * * * * * *   8.8% * * * * *
iShr Intl Select Dividend IDV Tactical: Managed Income: Equity 159° * * * * * * * * * *   5.9% * * * * *
PowerShares Intl Div PID Tactical: Managed Income: Equity 165° * * * * * * * * * *   1.1% * * * * *
SPDR S&P Dividend SDY Tactical: Managed Income: Equity 151° * * * * * * * * * *   6.0% * * * * *
Vanguard Hi Div Yld ETF VYM Tactical: Managed Income: Equity 89° * * * * * * * * * *   12.5% * * * * *
PwrSh Sr Loan Portfolio BKLN Tactical: Managed Income: Float Rate 249° * * * * * * * * * *   10.1% * * * * *
Gugg Multi-Asset CVY Tactical: Managed Income: Multi 14° * * * * * * * * * *   21.0% * * * * *
Barclays Conv Bond CWB Tactical: Managed Income: Multi 166° * * * * * * * * * *   8.6% * * * * *
ETF: SPDR Inc Alloc INKM Tactical: Managed Income: Multi 180° * * * * * * * * * *   4.0% * * * * *
iSh MultiAsset Income IYLD Tactical: Managed Income: Multi 209° * * * * * * * * * *   7.9% * * * * *
FirstTrust Multi-Asset MDIV Tactical: Managed Income: Multi 299° * * * * * * * * * *   13.2% * * * * *
iShr Preferred ETF PFF Tactical: Managed Income: Multi 177° * * * * * * * * * *   5.3% * * * * *
PowerSh Preferred ETF PGX Tactical: Managed Income: Multi 170° * * * * * * * * * *   3.6% * * * * *
First Trust Focus 5 FV Tactical: Managed Sector Rotation 36° * * * * * * * * * *   21.7% * * * * *
S&P Aggressive AOA Tactical: Managed Risk-Driven 41° * * * * * * * * * *   13.0% * * * * *
S&P Conservative AOK Tactical: Managed Risk-Driven 193° * * * * * * * * * *   4.6% * * * * *
S&P Moderate AOM Tactical: Managed Risk-Driven 193° * * * * * * * * * *   6.5% * * * * *
S&P Growth AOR Tactical: Managed Risk-Driven 190° * * * * * * * * * *   9.5% * * * * *
Dreyfus Alpha I AVGRX Tactical: Managed Blended 237° * * * * * * * * * *   9.9% * * * * *
Principal GlobMultiStrat PMSAX Tactical: Managed Blended 212° * * * * * * * * * *   6.3% * * * * *
Hundredfold Select SFHYX Tactical: Managed Blended 209° * * * * * * * * * *   6.3% * * * * *
UBS Global Alloc BPGLX Tactical: Managed Global Macro 178° * * * * * * * * * *   9.6% * * * * *
DFA Select Hedged DSHGX Tactical: Managed Global Macro 5° * * * * * * * * * *   19.6% * * * * *
GMO Benchm-Free GBMFX Tactical: Managed Global Macro 236° * * * * * * * * * *   11.1% * * * * *
Leuthold Global GLBIX Tactical: Managed Global Macro 188° * * * * * * * * * *   6.5% * * * * *
GMO Global Alloc GMWAX Tactical: Managed Global Macro 222° * * * * * * * * * *   11.5% * * * * *
Ivy Asset Strategy IVAEX Tactical: Managed Global Macro 353° * * * * * * * * * *   16.5% * * * * *
Leuthold Core LCORX Tactical: Managed Global Macro 294° * * * * * * * * * *   12.7% * * * * *
Loomis Global Eq Y LSWWX Tactical: Managed Global Macro 13° * * * * * * * * * *   17.7% * * * * *
BlackRock Global I MALOX Tactical: Managed Global Macro 181° * * * * * * * * * *   8.6% * * * * *
MFS Global Tot Ret MFWIX Tactical: Managed Global Macro 178° * * * * * * * * * *   5.7% * * * * *
PIMCO All-Asset PAUIX Tactical: Managed Global Macro 180° * * * * * * * * * *   -1.6% * * * * *
Thornburg Inv Income Y TIBIX Tactical: Managed Global Macro 332° * * * * * * * * * *   14.8% * * * * *
VALIC Global Strat VGLSX Tactical: Managed Global Macro 344° * * * * * * * * * *   14.3% * * * * *
MainStay Int'l Opp MYITX Tactical: Managed Hedged: 130-30 147° * * * * * * * * * *   9.3% * * * * *
Absolute Strategies I ASFIX Tactical: Managed Hedged: Abs Return 183° * * * * * * * * * *   -4.8% * * * * *
MFS Target Return A DVRAX Tactical: Managed Hedged: Abs Return 241° * * * * * * * * * *   9.5% * * * * *
EatonVance GlobalMacro EIGMX Tactical: Managed Hedged: Abs Return 219° * * * * * * * * * *   5.8% * * * * *
Natixis ASG Global GAFYX Tactical: Managed Hedged: Abs Return 190° * * * * * * * * * *   2.2% * * * * *
Goldman Sachs Instl GARTX Tactical: Managed Hedged: Abs Return 216° * * * * * * * * * *   6.7% * * * * *
Jhancock Global Abs Ret I JHAIX Tactical: Managed Hedged: Abs Return 189° * * * * * * * * * *   -1.3% * * * * *
Putnam Abs Ret 100 Y PARYX Tactical: Managed Hedged: Abs Return 205° * * * * * * * * * *   0.6% * * * * *
Putnam Abs Ret 300 Y PYTRX Tactical: Managed Hedged: Abs Return 190° * * * * * * * * * *   -1.4% * * * * *
AQR Divers N ADANX Tactical: Managed Hedged: Arbitrage 209° * * * * * * * * * *   4.0% * * * * *
Arbitrage I ARBNX Tactical: Managed Hedged: Arbitrage 206° * * * * * * * * * *   5.2% * * * * *
BlackRock EmMkt A BLSAX Tactical: Managed Hedged: Long/Short 146° * * * * * * * * * *   8.9% * * * * *
Robeco Long/Short I BPLSX Tactical: Managed Hedged: Long/Short 354° * * * * * * * * * *   15.7% * * * * *
Diamond Hill Long-Short I DHLSX Tactical: Managed Hedged: Long/Short 317° * * * * * * * * * *   15.3% * * * * *
KCM MacroTrends KCMTX Tactical: Managed Hedged: Long/Short 342° * * * * * * * * * *   15.8% * * * * *
MainStay Marketfield A MFADX Tactical: Managed Hedged: Long/Short 189° * * * * * * * * * *   9.3% * * * * *
Aberdeen Long-Short A MLSAX Tactical: Managed Hedged: Long/Short 86° * * * * * * * * * *   13.0% * * * * *
Calamos Market Neu Inc CVSIX Tactical: Managed Hedged: Mkt Neutral 195° * * * * * * * * * *   2.0% * * * * *
Gabelli ABC AAA GABCX Tactical: Managed Hedged: Mkt Neutral 220° * * * * * * * * * *   6.4% * * * * *
JPMorgan Mkt Neutral A JMNAX Tactical: Managed Hedged: Mkt Neutral 248° * * * * * * * * * *   10.7% * * * * *
Vanguard Market Neutral VMNFX Tactical: Managed Hedged: Mkt Neutral 330° * * * * * * * * * *   22.5% * * * * *
Fidelity Equity FEQTX Tactical: Managed Income: Equity 44° * * * * * * * * * *   14.2% * * * * *
Fidelity Strategic FSDIX Tactical: Managed Income: Equity 172° * * * * * * * * * *   8.9% * * * * *
Columbia Div Income LBSAX Tactical: Managed Income: Equity 17° * * * * * * * * * *   15.3% * * * * *
Invesco Divers Dividend LCEIX Tactical: Managed Income: Equity 104° * * * * * * * * * *   11.9% * * * * *
BlackRock Eq Dividend MDDVX Tactical: Managed Income: Equity 28° * * * * * * * * * *   14.4% * * * * *
T. Rowe Equity Income PRFDX Tactical: Managed Income: Equity 49° * * * * * * * * * *   15.0% * * * * *
Schwab Div Equity SWDSX Tactical: Managed Income: Equity 150° * * * * * * * * * *   8.7% * * * * *
Vanguard Equity VEIPX Tactical: Managed Income: Equity 51° * * * * * * * * * *   14.0% * * * * *
Lord Abbett Float Rate LFRAX Tactical: Managed Income: Float Rate 209° * * * * * * * * * *   2.9% * * * * *
Calamos Global Growth CVLOX Tactical: Managed Income: Global 4° * * * * * * * * * *   19.9% * * * * *
Loomis Global Eq A LGMAX Tactical: Managed Income: Global 14° * * * * * * * * * *   17.4% * * * * *
Neuberger Berman Eq Inc NBHAX Tactical: Managed Income: Global 137° * * * * * * * * * *   10.1% * * * * *
Thornburg Inv Income A TIBAX Tactical: Managed Income: Global 329° * * * * * * * * * *   14.5% * * * * *
Am Century Target Date ARTOX Tactical: Managed Income: Multi 194° * * * * * * * * * *   6.3% * * * * *
BlackRock Strat Inc Opp BASIX Tactical: Managed Income: Multi 197° * * * * * * * * * *   -0.3% * * * * *
Calamos Convertible A CCVIX Tactical: Managed Income: Multi 171° * * * * * * * * * *   7.8% * * * * *
Invesco Convertible Y CNSDX Tactical: Managed Income: Multi 183° * * * * * * * * * *   5.5% * * * * *
Fidelity Convertibles FCVSX Tactical: Managed Income: Multi 194° * * * * * * * * * *   9.5% * * * * *
Goldman Sachs Strat Inc GSZAX Tactical: Managed Income: Multi 214° * * * * * * * * * *   4.5% * * * * *
Inst: Forward Select KIFYX Tactical: Managed Income: Multi 179° * * * * * * * * * *   4.1% * * * * *
Nuveen Preferred I NPSRX Tactical: Managed Income: Multi 213° * * * * * * * * * *   6.9% * * * * *
Pimco Income P PONPX Tactical: Managed Income: Multi 192° * * * * * * * * * *   -1.0% * * * * *
Principal Preferred PPSIX Tactical: Managed Income: Multi 234° * * * * * * * * * *   9.5% * * * * *
T. Rowe Global Bond PRSNX Tactical: Managed Income: Multi 199° * * * * * * * * * *   2.1% * * * * *
T. Rowe Retire Balanced TRRIX Tactical: Managed Income: Multi 196° * * * * * * * * * *   4.8% * * * * *
Vanguard LifeStrategy VASIX Tactical: Managed Income: Multi 194° * * * * * * * * * *   2.4% * * * * *
Vanguard Target Retire VTINX Tactical: Managed Income: Multi 195° * * * * * * * * * *   2.4% * * * * *
Vanguard Wellesley Adm VWIAX Tactical: Managed Income: Multi 188° * * * * * * * * * *   4.1% * * * * *
Fidelity Muni FHIGX Tactical: Managed Income: Tax Exempt 190° * * * * * * * * * *   -0.7% * * * * *
Nuveen Amer Muni FLAAX Tactical: Managed Income: Tax Exempt 190° * * * * * * * * * *   -0.4% * * * * *
BlackRock Nat'l Muni MDNLX Tactical: Managed Income: Tax Exempt 194° * * * * * * * * * *   -0.9% * * * * *
T. Rowe Summit Muni PRINX Tactical: Managed Income: Tax Exempt 190° * * * * * * * * * *   -0.1% * * * * *
Vanguard LT Tax-Exempt VWLTX Tactical: Managed Income: Tax Exempt 188° * * * * * * * * * *   -0.8% * * * * *
Sound Mind Investing SMIFX Tactical: Managed Momentum 157° * * * * * * * * * *   8.6% * * * * *
Grimaldi Sector NAVFX Tactical: Managed Sector Rotation 10° * * * * * * * * * *   23.2% * * * * *
FundX Upgrader XCOR Tactical: Managed Momentum 14° * * * * * * * * * *   21.8% * * * * *
Ibbotson Balanced BETFX Tactical: Managed Risk-Driven 191° * * * * * * * * * *   10.1% * * * * *
Columbia Thermostat Z COTZX Tactical: Managed Risk-Driven 190° * * * * * * * * * *   3.3% * * * * *
Dodge & Cox Balanced DODBX Tactical: Managed Risk-Driven 300° * * * * * * * * * *   12.9% * * * * *
Fidelity Balanced FBALX Tactical: Managed Risk-Driven 2° * * * * * * * * * *   15.2% * * * * *
Fidelity Puritan FPURX Tactical: Managed Risk-Driven 4° * * * * * * * * * *   19.6% * * * * *
Janus Balanced JANBX Tactical: Managed Risk-Driven 169° * * * * * * * * * *   11.2% * * * * *
Schwab Balanced SWOBX Tactical: Managed Risk-Driven 3° * * * * * * * * * *   12.9% * * * * *
Vanguard Balanced VBIAX Tactical: Managed Risk-Driven 6° * * * * * * * * * *   13.4% * * * * *
ValueLine AssetAlloc VLAAX Tactical: Managed Risk-Driven 3° * * * * * * * * * *   13.9% * * * * *
Vanguard Wellesley Inv VWINX Tactical: Managed Risk-Driven 188° * * * * * * * * * *   4.0% * * * * *
Vanguard LifeStrat Growth VASGX Tactical: Managed Risk-Driven 17° * * * * * * * * * *   14.2% * * * * *
Vanguard Wellington Inv VWELX Tactical: Managed Risk-Driven 254° * * * * * * * * * *   12.1% * * * * *
Vanguard STAR Inv VGSTX Tactical: Managed Risk-Driven 162° * * * * * * * * * *   10.3% * * * * *
FPA Crescent FPACX Tactical: Managed Risk-Driven 297° * * * * * * * * * *   13.4% * * * * *
WF Asset Allocation WFAIX Tactical: Managed Risk-Driven 47° * * * * * * * * * *   12.7% * * * * *
Berkshire Hathaway Inc BRK.A Tactical: Managed Global Macro 17° * * * * * * * * * *   19.2% * * * * *