All Portfolios, ranked by Risk vs. Return Compass

for period ending April 30, 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 220° * * * * * * * * * *   7.9% * * * * *
S&P 500 SPY Benchmark Benchmark 48° * * * * * * * * * *   11.9% * * * * *
Strategic 50-50 s.5050 Strategic: DIY Balanced 238° * * * * * * * * * *   9.7% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark Benchmark 0° * * * * * * * * * *   10.0% * * * * *
7Twelve Israelson s.712 Strategic: DIY Balanced 187° * * * * * * * * * *   6.6% * * * * *
Couch Potato: Scott Burns s.couc Strategic: DIY Balanced 253° * * * * * * * * * *   9.8% * * * * *
Ben Graham 50-50 s.grah Strategic: DIY Balanced 315° * * * * * * * * * *   10.2% * * * * *
Safe Haven Portfolio s.have Strategic: DIY Balanced 4° * * * * * * * * * *   20.7% * * * * *
Six Ways from Sunday s.lazy Strategic: DIY Balanced 160° * * * * * * * * * *   7.8% * * * * *
ETF Moderate s.mode Strategic: DIY Balanced 206° * * * * * * * * * *   9.5% * * * * *
David Swensen inspired s.swen Strategic: DIY Balanced 48° * * * * * * * * * *   11.2% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Strategic: DIY Balanced 201° * * * * * * * * * *   8.3% * * * * *
Lazy: Coffeehouse s.coff Strategic: DIY Balanced 164° * * * * * * * * * *   7.7% * * * * *
Lazy: Margaritaville s.marg Strategic: DIY Balanced 277° * * * * * * * * * *   10.2% * * * * *
Lazy: Smart Money s.smar Strategic: DIY Balanced 199° * * * * * * * * * *   7.8% * * * * *
Strategic 70-30 Portfolio s.7030 Strategic: DIY High Equity 63° * * * * * * * * * *   10.3% * * * * *
Strategic 80-20 Portfolio s.8020 Strategic: DIY High Equity 64° * * * * * * * * * *   10.6% * * * * *
ETF Aggressive s.aggr Strategic: DIY High Equity 187° * * * * * * * * * *   8.5% * * * * *
Ben Stein inspired s.bens Strategic: DIY High Equity 274° * * * * * * * * * *   10.1% * * * * *
Low Volatility Portfolio s.lowv Strategic: DIY High Equity 329° * * * * * * * * * *   13.4% * * * * *
Lazy: Aronson s.aron Strategic: DIY High Equity 169° * * * * * * * * * *   8.8% * * * * *
Lazy: No Brainer s.nobr Strategic: DIY High Equity 119° * * * * * * * * * *   9.8% * * * * *
Lazy: Second Grader s.seco Strategic: DIY High Equity 15° * * * * * * * * * *   11.1% * * * * *
Lazy: Yale Unconventional s.yale Strategic: DIY High Equity 35° * * * * * * * * * *   11.3% * * * * *
Harry Browne inspired s.brow Strategic: DIY Low Equity 343° * * * * * * * * * *   16.3% * * * * *
Ray Dalio inspired s.dali Strategic: DIY Low Equity 246° * * * * * * * * * *   9.1% * * * * *
Ivy Portfolio s.ivyp Strategic: DIY Low Equity 199° * * * * * * * * * *   8.3% * * * * *
No Equity Portfolio s.noeq Strategic: DIY Low Equity 9° * * * * * * * * * *   21.1% * * * * *
Permanent Plus s.plus Strategic: DIY Low Equity 349° * * * * * * * * * *   20.9% * * * * *
Black Swan Hyperinflation s.swan Strategic: DIY Low Equity 213° * * * * * * * * * *   8.5% * * * * *
Talmud Dividend Equities s.talm Strategic: DIY Low Equity 10° * * * * * * * * * *   21.1% * * * * *
Worst Case Scenario s.wors Strategic: DIY Low Equity 308° * * * * * * * * * *   12.2% * * * * *
Talmud with Blue Chip s.talc Strategic: DIY Low Equity 49° * * * * * * * * * *   11.3% * * * * *
Talmud Broad Market s.talb Strategic: DIY Low Equity 38° * * * * * * * * * *   11.7% * * * * *
Talmud with Small Cap s.tals Strategic: DIY Low Equity 134° * * * * * * * * * *   7.9% * * * * *
Talmud Equities and Gold s.talg Strategic: DIY Low Equity 1° * * * * * * * * * *   23.3% * * * * *
S&P 500 Equal Weight RSP Tactical: Managed Equal Weight 136° * * * * * * * * * *   6.6% * * * * *
Permanent Portfolio PRPFX Tactical: Managed Low Equity 1° * * * * * * * * * *   22.1% * * * * *
Adaptive Allocation A t.aaaa Tactical: DIY Adaptive 17° * * * * * * * * * *   12.6% * * * * *
Adaptive Allocation B t.aaab Tactical: DIY Adaptive 356° * * * * * * * * * *   12.2% * * * * *
Adaptive Allocation C t.aaac Tactical: DIY Adaptive 357° * * * * * * * * * *   14.1% * * * * *
Adaptive Allocation D t.aaad Tactical: DIY Adaptive 328° * * * * * * * * * *   12.4% * * * * *
Adaptive Allocation E t.aaae Tactical: DIY Adaptive 4° * * * * * * * * * *   15.3% * * * * *
Adaptive Allocation F t.aaaf Tactical: DIY Adaptive 17° * * * * * * * * * *   15.9% * * * * *
Minimum Correlation t.coco Tactical: DIY Correlation 7° * * * * * * * * * *   15.3% * * * * *
Maximum Diversification t.mdiv Tactical: DIY Diversification 18° * * * * * * * * * *   14.2% * * * * *
Equal Weight With Cluster t.dist Tactical: DIY Correlation 4° * * * * * * * * * *   15.4% * * * * *
Minimum Mean Abs Deviation t.madm Tactical: DIY Risk-Driven 2° * * * * * * * * * *   17.0% * * * * *
Minimum Variance A t.mvar Tactical: DIY Risk-Driven 7° * * * * * * * * * *   14.5% * * * * *
Risk Parity Portfolio A t.rpba Tactical: DIY Risk-Driven 2° * * * * * * * * * *   14.8% * * * * *
Maximum Sortino Portfolio t.sort Tactical: DIY Risk/Reward 4° * * * * * * * * * *   11.0% * * * * *
Equal Weight Portfolio t.eqwt Tactical: DIY Equal Weight 4° * * * * * * * * * *   14.2% * * * * *
Faber Rel Strength: Top 1 t.frs1 Tactical: DIY Momentum 142° * * * * * * * * * *   1.8% * * * * *
Faber Rel Strength: Top 2 t.frs2 Tactical: DIY Momentum 118° * * * * * * * * * *   8.4% * * * * *
Faber Rel Strength: Top 3 t.frs3 Tactical: DIY Momentum 120° * * * * * * * * * *   9.1% * * * * *
Faber Rel Strength: Top 4 t.frs4 Tactical: DIY Momentum 176° * * * * * * * * * *   7.4% * * * * *
Pure Momentum t.pure Tactical: DIY Momentum 164° * * * * * * * * * *   -5.1% * * * * *
Quartile Sector Rotation t.srqr Tactical: DIY Sector Rotation 68° * * * * * * * * * *   15.9% * * * * *
Rel Strength Sector Rotatn t.srrs Tactical: DIY Sector Rotation 149° * * * * * * * * * *   4.8% * * * * *
Top 5 Sector Rotation t.srt5 Tactical: DIY Sector Rotation 25° * * * * * * * * * *   16.2% * * * * *
Top 3 Sector Rotation t.srt3 Tactical: DIY Sector Rotation 107° * * * * * * * * * *   7.9% * * * * *
Minimum CdaR t.cdar Tactical: DIY Risk-Driven 58° * * * * * * * * * *   10.8% * * * * *
Minimum CvaR t.cvar Tactical: DIY Risk-Driven 1° * * * * * * * * * *   16.4% * * * * *
Equal Risk Contribution t.eqrc Tactical: DIY Risk-Driven 9° * * * * * * * * * *   13.7% * * * * *
Minimum Drawdown t.loss Tactical: DIY Risk-Driven 359° * * * * * * * * * *   11.1% * * * * *
Minimum Downside MAD t.madd Tactical: DIY Risk-Driven 2° * * * * * * * * * *   17.0% * * * * *
Minimum Correlation A t.mca1 Tactical: DIY Risk-Driven 16° * * * * * * * * * *   14.0% * * * * *
Minimum Correlation B t.mca2 Tactical: DIY Risk-Driven 10° * * * * * * * * * *   14.0% * * * * *
Minimum Variance B t.mva2 Tactical: DIY Risk-Driven 13° * * * * * * * * * *   15.0% * * * * *
Minimum Variance C t.mva3 Tactical: DIY Risk-Driven 8° * * * * * * * * * *   16.8% * * * * *
Min Downside Deviation t.risd Tactical: DIY Risk-Driven 48° * * * * * * * * * *   11.1% * * * * *
Risk Parity With Cluster t.rpcl Tactical: DIY Risk-Driven 13° * * * * * * * * * *   14.5% * * * * *
Risk Parity Portfolio B t.rsop Tactical: DIY Risk-Driven 4° * * * * * * * * * *   14.1% * * * * *
Target Return 12% t.tret Tactical: DIY Risk-Driven 8° * * * * * * * * * *   13.6% * * * * *
Target Risk 10% t.tris Tactical: DIY Risk-Driven 6° * * * * * * * * * *   14.1% * * * * *
Maximum Sharpe Portfolio t.shar Tactical: DIY Risk/Reward 352° * * * * * * * * * *   13.7% * * * * *
Target Return Post-Modern t.trdd Tactical: DIY Target Return 9° * * * * * * * * * *   12.2% * * * * *
Active Combined Asset t.acap Tactical: DIY Momentum 360° * * * * * * * * * *   23.5% * * * * *
Quarterly Asset Rotation t.qaro Tactical: DIY Momentum 37° * * * * * * * * * *   11.5% * * * * *
Defensive Bond t.dbnd Tactical: DIY Momentum 262° * * * * * * * * * *   9.6% * * * * *
Dynamic Harry Browne t.dyhb Tactical: DIY Momentum 276° * * * * * * * * * *   10.2% * * * * *
Hedge Replication HDG Tactical: Managed Blended 199° * * * * * * * * * *   2.5% * * * * *
DWA Tech Leaders PDP Tactical: Managed Blended 103° * * * * * * * * * *   8.3% * * * * *
IQ Hedge Multi-Strat QAI Tactical: Managed Blended 206° * * * * * * * * * *   4.6% * * * * *
ProShares Lg Cap CSM Tactical: Managed Hedged: 130-30 62° * * * * * * * * * *   11.0% * * * * *
MultiAsset ETF RLY Tactical: Managed Hedged: Abs Return 171° * * * * * * * * * *   3.0% * * * * *
IQ Merger Arbitrage MNA Tactical: Managed Hedged: Arbitrage 290° * * * * * * * * * *   11.7% * * * * *
QuantSh AntiBeta BTAL Tactical: Managed Hedged: Mkt Neutral 85° * * * * * * * * * *   10.2% * * * * *
WisdmTr EM HiYld DEM Tactical: Managed Income: Equity 179° * * * * * * * * * *   5.7% * * * * *
WisdmTr EM SmCap DGS Tactical: Managed Income: Equity 176° * * * * * * * * * *   0.5% * * * * *
WisdomTree ex-US DLN Tactical: Managed Income: Equity 34° * * * * * * * * * *   13.5% * * * * *
WisdmTr Intl SmCap DLS Tactical: Managed Income: Equity 49° * * * * * * * * * *   12.8% * * * * *
iShares Select Dividend DVY Tactical: Managed Income: Equity 74° * * * * * * * * * *   11.6% * * * * *
SPDR S&P Int'l DWX Tactical: Managed Income: Equity 12° * * * * * * * * * *   24.9% * * * * *
iShares Hi Div Equity HDV Tactical: Managed Income: Equity 83° * * * * * * * * * *   10.6% * * * * *
iShr Intl Select Dividend IDV Tactical: Managed Income: Equity 16° * * * * * * * * * *   23.3% * * * * *
PowerShares Intl Div PID Tactical: Managed Income: Equity 24° * * * * * * * * * *   15.0% * * * * *
SPDR S&P Dividend SDY Tactical: Managed Income: Equity 134° * * * * * * * * * *   5.7% * * * * *
Vanguard Hi Div Yld ETF VYM Tactical: Managed Income: Equity 91° * * * * * * * * * *   10.0% * * * * *
PwrSh Sr Loan Portfolio BKLN Tactical: Managed Income: Float Rate 231° * * * * * * * * * *   6.6% * * * * *
Gugg Multi-Asset CVY Tactical: Managed Income: Multi 156° * * * * * * * * * *   1.5% * * * * *
Barclays Conv Bond CWB Tactical: Managed Income: Multi 24° * * * * * * * * * *   12.5% * * * * *
ETF: SPDR Inc Alloc INKM Tactical: Managed Income: Multi 268° * * * * * * * * * *   10.0% * * * * *
iSh MultiAsset Income IYLD Tactical: Managed Income: Multi 230° * * * * * * * * * *   8.4% * * * * *
FirstTrust Multi-Asset MDIV Tactical: Managed Income: Multi 160° * * * * * * * * * *   7.7% * * * * *
iShr Preferred ETF PFF Tactical: Managed Income: Multi 179° * * * * * * * * * *   3.8% * * * * *
PowerSh Preferred ETF PGX Tactical: Managed Income: Multi 176° * * * * * * * * * *   3.3% * * * * *
First Trust Focus 5 FV Tactical: Managed Sector Rotation 152° * * * * * * * * * *   0.7% * * * * *
S&P Aggressive AOA Tactical: Managed Risk-Driven 340° * * * * * * * * * *   10.7% * * * * *
S&P Conservative AOK Tactical: Managed Risk-Driven 238° * * * * * * * * * *   9.0% * * * * *
S&P Moderate AOM Tactical: Managed Risk-Driven 246° * * * * * * * * * *   9.3% * * * * *
S&P Growth AOR Tactical: Managed Risk-Driven 272° * * * * * * * * * *   10.1% * * * * *
Dreyfus Alpha I AVGRX Tactical: Managed Blended 197° * * * * * * * * * *   1.2% * * * * *
Principal GlobMultiStrat PMSAX Tactical: Managed Blended 211° * * * * * * * * * *   4.3% * * * * *
Hundredfold Select SFHYX Tactical: Managed Blended 211° * * * * * * * * * *   5.8% * * * * *
UBS Global Alloc BPGLX Tactical: Managed Global Macro 207° * * * * * * * * * *   8.7% * * * * *
DFA Select Hedged DSHGX Tactical: Managed Global Macro 175° * * * * * * * * * *   9.2% * * * * *
GMO Benchm-Free GBMFX Tactical: Managed Global Macro 207° * * * * * * * * * *   7.5% * * * * *
Leuthold Global GLBIX Tactical: Managed Global Macro 174° * * * * * * * * * *   6.1% * * * * *
GMO Global Alloc GMWAX Tactical: Managed Global Macro 221° * * * * * * * * * *   8.9% * * * * *
Ivy Asset Strategy IVAEX Tactical: Managed Global Macro 328° * * * * * * * * * *   11.9% * * * * *
Leuthold Core LCORX Tactical: Managed Global Macro 160° * * * * * * * * * *   6.0% * * * * *
Loomis Global Eq Y LSWWX Tactical: Managed Global Macro 135° * * * * * * * * * *   8.9% * * * * *
BlackRock Global I MALOX Tactical: Managed Global Macro 337° * * * * * * * * * *   11.4% * * * * *
MFS Global Tot Ret MFWIX Tactical: Managed Global Macro 181° * * * * * * * * * *   9.1% * * * * *
PIMCO All-Asset PAUIX Tactical: Managed Global Macro 191° * * * * * * * * * *   8.5% * * * * *
Thornburg Inv Income Y TIBIX Tactical: Managed Global Macro 343° * * * * * * * * * *   20.8% * * * * *
VALIC Global Strat VGLSX Tactical: Managed Global Macro 287° * * * * * * * * * *   10.5% * * * * *
MainStay Int'l Opp MYITX Tactical: Managed Hedged: 130-30 6° * * * * * * * * * *   13.9% * * * * *
MFS Target Return A DVRAX Tactical: Managed Hedged: Abs Return 256° * * * * * * * * * *   8.9% * * * * *
EatonVance GlobalMacro EIGMX Tactical: Managed Hedged: Abs Return 235° * * * * * * * * * *   7.1% * * * * *
Natixis ASG Global GAFYX Tactical: Managed Hedged: Abs Return 193° * * * * * * * * * *   3.2% * * * * *
Goldman Sachs Instl GARTX Tactical: Managed Hedged: Abs Return 199° * * * * * * * * * *   4.3% * * * * *
Jhancock Global Abs Ret I JHAIX Tactical: Managed Hedged: Abs Return 187° * * * * * * * * * *   6.6% * * * * *
Putnam Abs Ret 100 Y PARYX Tactical: Managed Hedged: Abs Return 215° * * * * * * * * * *   4.1% * * * * *
Putnam Abs Ret 300 Y PYTRX Tactical: Managed Hedged: Abs Return 226° * * * * * * * * * *   8.2% * * * * *
AQR Divers N ADANX Tactical: Managed Hedged: Arbitrage 226° * * * * * * * * * *   6.1% * * * * *
Arbitrage I ARBNX Tactical: Managed Hedged: Arbitrage 231° * * * * * * * * * *   6.2% * * * * *
BlackRock EmMkt A BLSAX Tactical: Managed Hedged: Long/Short 193° * * * * * * * * * *   5.8% * * * * *
Robeco Long/Short I BPLSX Tactical: Managed Hedged: Long/Short 10° * * * * * * * * * *   15.1% * * * * *
Diamond Hill Long-Short I DHLSX Tactical: Managed Hedged: Long/Short 212° * * * * * * * * * *   5.0% * * * * *
MainStay Marketfield A MFADX Tactical: Managed Hedged: Long/Short 175° * * * * * * * * * *   0.8% * * * * *
Calamos Market Neu Inc CVSIX Tactical: Managed Hedged: Mkt Neutral 238° * * * * * * * * * *   7.0% * * * * *
Gabelli ABC AAA GABCX Tactical: Managed Hedged: Mkt Neutral 218° * * * * * * * * * *   6.0% * * * * *
JPMorgan Mkt Neutral A JMNAX Tactical: Managed Hedged: Mkt Neutral 243° * * * * * * * * * *   8.3% * * * * *
Vanguard Market Neutral VMNFX Tactical: Managed Hedged: Mkt Neutral 192° * * * * * * * * * *   -0.3% * * * * *
Fidelity Equity FEQTX Tactical: Managed Income: Equity 46° * * * * * * * * * *   12.2% * * * * *
Fidelity Strategic FSDIX Tactical: Managed Income: Equity 101° * * * * * * * * * *   9.7% * * * * *
Columbia Div Income LBSAX Tactical: Managed Income: Equity 113° * * * * * * * * * *   9.1% * * * * *
Invesco Divers Dividend LCEIX Tactical: Managed Income: Equity 136° * * * * * * * * * *   7.2% * * * * *
BlackRock Eq Dividend MDDVX Tactical: Managed Income: Equity 144° * * * * * * * * * *   6.4% * * * * *
T. Rowe Equity Income PRFDX Tactical: Managed Income: Equity 140° * * * * * * * * * *   5.8% * * * * *
Schwab Div Equity SWDSX Tactical: Managed Income: Equity 17° * * * * * * * * * *   15.6% * * * * *
Vanguard Equity VEIPX Tactical: Managed Income: Equity 85° * * * * * * * * * *   10.2% * * * * *
Lord Abbett Float Rate LFRAX Tactical: Managed Income: Float Rate 205° * * * * * * * * * *   2.0% * * * * *
Calamos Global Growth CVLOX Tactical: Managed Income: Global 65° * * * * * * * * * *   10.7% * * * * *
Loomis Global Eq A LGMAX Tactical: Managed Income: Global 140° * * * * * * * * * *   8.6% * * * * *
Neuberger Berman Eq Inc NBHAX Tactical: Managed Income: Global 31° * * * * * * * * * *   13.4% * * * * *
Thornburg Inv Income A TIBAX Tactical: Managed Income: Global 341° * * * * * * * * * *   19.5% * * * * *
Am Century Target Date ARTOX Tactical: Managed Income: Multi 223° * * * * * * * * * *   8.5% * * * * *
BlackRock Strat Inc Opp BASIX Tactical: Managed Income: Multi 211° * * * * * * * * * *   4.9% * * * * *
Calamos Convertible A CCVIX Tactical: Managed Income: Multi 122° * * * * * * * * * *   8.6% * * * * *
Invesco Convertible Y CNSDX Tactical: Managed Income: Multi 95° * * * * * * * * * *   9.9% * * * * *
Fidelity Convertibles FCVSX Tactical: Managed Income: Multi 135° * * * * * * * * * *   6.6% * * * * *
Goldman Sachs Strat Inc GSZAX Tactical: Managed Income: Multi 202° * * * * * * * * * *   2.6% * * * * *
Inst: Forward Select KIFYX Tactical: Managed Income: Multi 172° * * * * * * * * * *   4.8% * * * * *
Nuveen Preferred I NPSRX Tactical: Managed Income: Multi 214° * * * * * * * * * *   4.9% * * * * *
Pimco Income P PONPX Tactical: Managed Income: Multi 210° * * * * * * * * * *   5.3% * * * * *
Principal Preferred PPSIX Tactical: Managed Income: Multi 236° * * * * * * * * * *   7.3% * * * * *
T. Rowe Global Bond PRSNX Tactical: Managed Income: Multi 212° * * * * * * * * * *   4.6% * * * * *
T. Rowe Retire Balanced TRRIX Tactical: Managed Income: Multi 213° * * * * * * * * * *   6.8% * * * * *
Vanguard LifeStrategy VASIX Tactical: Managed Income: Multi 221° * * * * * * * * * *   7.9% * * * * *
Vanguard Target Retire VTINX Tactical: Managed Income: Multi 231° * * * * * * * * * *   8.2% * * * * *
Vanguard Wellesley Adm VWIAX Tactical: Managed Income: Multi 207° * * * * * * * * * *   8.2% * * * * *
Fidelity Muni FHIGX Tactical: Managed Income: Tax Exempt 187° * * * * * * * * * *   -1.5% * * * * *
Nuveen Amer Muni FLAAX Tactical: Managed Income: Tax Exempt 191° * * * * * * * * * *   0.5% * * * * *
BlackRock Nat'l Muni MDNLX Tactical: Managed Income: Tax Exempt 192° * * * * * * * * * *   -0.8% * * * * *
T. Rowe Summit Muni PRINX Tactical: Managed Income: Tax Exempt 189° * * * * * * * * * *   -0.5% * * * * *
Vanguard LT Tax-Exempt VWLTX Tactical: Managed Income: Tax Exempt 189° * * * * * * * * * *   -0.4% * * * * *
Sound Mind Investing SMIFX Tactical: Managed Momentum 109° * * * * * * * * * *   8.7% * * * * *
Grimaldi Sector NAVFX Tactical: Managed Sector Rotation 67° * * * * * * * * * *   11.6% * * * * *
FundX Upgrader XCOR Tactical: Managed Momentum 65° * * * * * * * * * *   12.3% * * * * *
Ibbotson Balanced BETFX Tactical: Managed Risk-Driven 256° * * * * * * * * * *   9.8% * * * * *
Columbia Thermostat Z COTZX Tactical: Managed Risk-Driven 337° * * * * * * * * * *   13.9% * * * * *
Dodge & Cox Balanced DODBX Tactical: Managed Risk-Driven 142° * * * * * * * * * *   9.5% * * * * *
Fidelity Balanced FBALX Tactical: Managed Risk-Driven 159° * * * * * * * * * *   5.8% * * * * *
Fidelity Puritan FPURX Tactical: Managed Risk-Driven 156° * * * * * * * * * *   4.3% * * * * *
Janus Balanced JANBX Tactical: Managed Risk-Driven 30° * * * * * * * * * *   10.9% * * * * *
Schwab Balanced SWOBX Tactical: Managed Risk-Driven 298° * * * * * * * * * *   10.3% * * * * *
Vanguard Balanced VBIAX Tactical: Managed Risk-Driven 112° * * * * * * * * * *   9.4% * * * * *
ValueLine AssetAlloc VLAAX Tactical: Managed Risk-Driven 23° * * * * * * * * * *   13.7% * * * * *
Vanguard Wellesley Inv VWINX Tactical: Managed Risk-Driven 234° * * * * * * * * * *   9.1% * * * * *
Vanguard LifeStrat Growth VASGX Tactical: Managed Risk-Driven 347° * * * * * * * * * *   12.3% * * * * *
Vanguard Wellington Inv VWELX Tactical: Managed Risk-Driven 344° * * * * * * * * * *   11.7% * * * * *
Vanguard STAR Inv VGSTX Tactical: Managed Risk-Driven 179° * * * * * * * * * *   9.0% * * * * *
FPA Crescent FPACX Tactical: Managed Risk-Driven 181° * * * * * * * * * *   5.7% * * * * *
WF Asset Allocation WFAIX Tactical: Managed Risk-Driven 12° * * * * * * * * * *   10.9% * * * * *
Berkshire Hathaway Inc BRK.A Tactical: Managed Global Macro 12° * * * * * * * * * *   33.5% * * * * *