All Portfolios, ranked by Risk vs. Return Compass

for period ending June 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.

Sort by any column by clicking on the gray column heading.

        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 198° * * * * * * * * * *   6.1% * * * * *
S&P 500 SPY Benchmark Benchmark 33° * * * * * * * * * *   14.9% * * * * *
Strategic 50-50 s.5050 Strategic: DIY Balanced 212° * * * * * * * * * *   10.7% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark Benchmark 0° * * * * * * * * * *   11.6% * * * * *
7Twelve Israelson s.712 Strategic: DIY Balanced 191° * * * * * * * * * *   9.8% * * * * *
Couch Potato: Scott Burns s.couc Strategic: DIY Balanced 220° * * * * * * * * * *   10.5% * * * * *
Ben Graham 50-50 s.grah Strategic: DIY Balanced 304° * * * * * * * * * *   11.7% * * * * *
Safe Haven Portfolio s.have Strategic: DIY Balanced 360° * * * * * * * * * *   21.7% * * * * *
Six Ways from Sunday s.lazy Strategic: DIY Balanced 152° * * * * * * * * * *   10.0% * * * * *
ETF Moderate s.mode Strategic: DIY Balanced 226° * * * * * * * * * *   11.3% * * * * *
David Swensen inspired s.swen Strategic: DIY Balanced 105° * * * * * * * * * *   11.3% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Strategic: DIY Balanced 216° * * * * * * * * * *   10.7% * * * * *
Lazy: Coffeehouse s.coff Strategic: DIY Balanced 163° * * * * * * * * * *   9.4% * * * * *
Lazy: Margaritaville s.marg Strategic: DIY Balanced 308° * * * * * * * * * *   12.5% * * * * *
Lazy: Smart Money s.smar Strategic: DIY Balanced 213° * * * * * * * * * *   10.5% * * * * *
Strategic 70-30 Portfolio s.7030 Strategic: DIY High Equity 36° * * * * * * * * * *   12.5% * * * * *
Strategic 80-20 Portfolio s.8020 Strategic: DIY High Equity 37° * * * * * * * * * *   13.4% * * * * *
ETF Aggressive s.aggr Strategic: DIY High Equity 357° * * * * * * * * * *   13.0% * * * * *
Ben Stein inspired s.bens Strategic: DIY High Equity 332° * * * * * * * * * *   13.1% * * * * *
Low Volatility Portfolio s.lowv Strategic: DIY High Equity 283° * * * * * * * * * *   12.1% * * * * *
Lazy: Aronson s.aron Strategic: DIY High Equity 24° * * * * * * * * * *   12.3% * * * * *
Lazy: No Brainer s.nobr Strategic: DIY High Equity 17° * * * * * * * * * *   13.4% * * * * *
Lazy: Second Grader s.seco Strategic: DIY High Equity 7° * * * * * * * * * *   14.9% * * * * *
Lazy: Yale Unconventional s.yale Strategic: DIY High Equity 100° * * * * * * * * * *   11.5% * * * * *
Harry Browne inspired s.brow Strategic: DIY Low Equity 332° * * * * * * * * * *   15.2% * * * * *
Ray Dalio inspired s.dali Strategic: DIY Low Equity 222° * * * * * * * * * *   9.3% * * * * *
Ivy Portfolio s.ivyp Strategic: DIY Low Equity 200° * * * * * * * * * *   10.0% * * * * *
No Equity Portfolio s.noeq Strategic: DIY Low Equity 16° * * * * * * * * * *   16.8% * * * * *
Permanent Plus s.plus Strategic: DIY Low Equity 344° * * * * * * * * * *   19.4% * * * * *
Black Swan Hyperinflation s.swan Strategic: DIY Low Equity 321° * * * * * * * * * *   13.1% * * * * *
Talmud Dividend Equities s.talm Strategic: DIY Low Equity 12° * * * * * * * * * *   20.2% * * * * *
Worst Case Scenario s.wors Strategic: DIY Low Equity 271° * * * * * * * * * *   11.6% * * * * *
Talmud with Blue Chip s.talc Strategic: DIY Low Equity 122° * * * * * * * * * *   10.7% * * * * *
Talmud Broad Market s.talb Strategic: DIY Low Equity 124° * * * * * * * * * *   10.8% * * * * *
Talmud with Small Cap s.tals Strategic: DIY Low Equity 146° * * * * * * * * * *   8.4% * * * * *
Talmud Equities and Gold s.talg Strategic: DIY Low Equity 1° * * * * * * * * * *   22.4% * * * * *
S&P 500 Equal Weight RSP Tactical: Managed Equal Weight 77° * * * * * * * * * *   12.4% * * * * *
Permanent Portfolio PRPFX Tactical: Managed Low Equity 1° * * * * * * * * * *   22.6% * * * * *
Adaptive Allocation A t.aaaa Tactical: DIY Adaptive 12° * * * * * * * * * *   15.5% * * * * *
Adaptive Allocation B t.aaab Tactical: DIY Adaptive 355° * * * * * * * * * *   13.7% * * * * *
Adaptive Allocation C t.aaac Tactical: DIY Adaptive 356° * * * * * * * * * *   15.4% * * * * *
Adaptive Allocation D t.aaad Tactical: DIY Adaptive 342° * * * * * * * * * *   16.0% * * * * *
Adaptive Allocation E t.aaae Tactical: DIY Adaptive 3° * * * * * * * * * *   20.0% * * * * *
Adaptive Allocation F t.aaaf Tactical: DIY Adaptive 40° * * * * * * * * * *   13.5% * * * * *
Minimum Correlation t.coco Tactical: DIY Correlation 19° * * * * * * * * * *   13.1% * * * * *
Maximum Diversification t.mdiv Tactical: DIY Diversification 136° * * * * * * * * * *   10.5% * * * * *
Equal Weight With Cluster t.dist Tactical: DIY Correlation 6° * * * * * * * * * *   14.3% * * * * *
Minimum Mean Abs Deviation t.madm Tactical: DIY Risk-Driven 1° * * * * * * * * * *   13.5% * * * * *
Minimum Variance A t.mvar Tactical: DIY Risk-Driven 164° * * * * * * * * * *   9.9% * * * * *
Risk Parity Portfolio A t.rpba Tactical: DIY Risk-Driven 2° * * * * * * * * * *   15.0% * * * * *
Maximum Sortino Portfolio t.sort Tactical: DIY Risk/Reward 181° * * * * * * * * * *   8.0% * * * * *
Equal Weight Portfolio t.eqwt Tactical: DIY Equal Weight 4° * * * * * * * * * *   15.8% * * * * *
Faber Rel Strength: Top 1 t.frs1 Tactical: DIY Momentum 151° * * * * * * * * * *   0.4% * * * * *
Faber Rel Strength: Top 2 t.frs2 Tactical: DIY Momentum 140° * * * * * * * * * *   8.0% * * * * *
Faber Rel Strength: Top 3 t.frs3 Tactical: DIY Momentum 151° * * * * * * * * * *   8.7% * * * * *
Faber Rel Strength: Top 4 t.frs4 Tactical: DIY Momentum 179° * * * * * * * * * *   7.1% * * * * *
Pure Momentum t.pure Tactical: DIY Momentum 158° * * * * * * * * * *   -0.5% * * * * *
Quartile Sector Rotation t.srqr Tactical: DIY Sector Rotation 157° * * * * * * * * * *   -11.9% * * * * *
Rel Strength Sector Rotatn t.srrs Tactical: DIY Sector Rotation 146° * * * * * * * * * *   6.7% * * * * *
Top 5 Sector Rotation t.srt5 Tactical: DIY Sector Rotation 33° * * * * * * * * * *   16.1% * * * * *
Top 3 Sector Rotation t.srt3 Tactical: DIY Sector Rotation 154° * * * * * * * * * *   -0.5% * * * * *
Minimum CdaR t.cdar Tactical: DIY Risk-Driven 160° * * * * * * * * * *   8.4% * * * * *
Minimum CvaR t.cvar Tactical: DIY Risk-Driven 359° * * * * * * * * * *   14.2% * * * * *
Equal Risk Contribution t.eqrc Tactical: DIY Risk-Driven 27° * * * * * * * * * *   12.6% * * * * *
Minimum Drawdown t.loss Tactical: DIY Risk-Driven 186° * * * * * * * * * *   10.5% * * * * *
Minimum Downside MAD t.madd Tactical: DIY Risk-Driven 1° * * * * * * * * * *   13.5% * * * * *
Minimum Correlation A t.mca1 Tactical: DIY Risk-Driven 89° * * * * * * * * * *   11.6% * * * * *
Minimum Correlation B t.mca2 Tactical: DIY Risk-Driven 34° * * * * * * * * * *   12.4% * * * * *
Minimum Variance B t.mva2 Tactical: DIY Risk-Driven 89° * * * * * * * * * *   11.6% * * * * *
Minimum Variance C t.mva3 Tactical: DIY Risk-Driven 22° * * * * * * * * * *   13.3% * * * * *
Min Downside Deviation t.risd Tactical: DIY Risk-Driven 169° * * * * * * * * * *   6.6% * * * * *
Risk Parity With Cluster t.rpcl Tactical: DIY Risk-Driven 31° * * * * * * * * * *   13.2% * * * * *
Risk Parity Portfolio B t.rsop Tactical: DIY Risk-Driven 5° * * * * * * * * * *   14.5% * * * * *
Target Return 12% t.tret Tactical: DIY Risk-Driven 170° * * * * * * * * * *   9.1% * * * * *
Target Risk 10% t.tris Tactical: DIY Risk-Driven 141° * * * * * * * * * *   11.0% * * * * *
Maximum Sharpe Portfolio t.shar Tactical: DIY Risk/Reward 214° * * * * * * * * * *   10.7% * * * * *
Target Return Post-Modern t.trdd Tactical: DIY Target Return 176° * * * * * * * * * *   7.8% * * * * *
Active Combined Asset t.acap Tactical: DIY Momentum 359° * * * * * * * * * *   22.4% * * * * *
Quarterly Asset Rotation t.qaro Tactical: DIY Momentum 159° * * * * * * * * * *   9.2% * * * * *
Defensive Bond t.dbnd Tactical: DIY Momentum 212° * * * * * * * * * *   6.6% * * * * *
Dynamic Harry Browne t.dyhb Tactical: DIY Momentum 210° * * * * * * * * * *   8.7% * * * * *
Hedge Replication HDG Tactical: Managed Blended 201° * * * * * * * * * *   4.5% * * * * *
Inv Dorsey Wright PDP Tactical: Managed Blended 93° * * * * * * * * * *   11.2% * * * * *
Inv Dynamic Market PWC Tactical: Managed Blended 77° * * * * * * * * * *   12.4% * * * * *
NYLI Hedge Multi-Strat QAI Tactical: Managed Blended 208° * * * * * * * * * *   6.5% * * * * *
ProShares Lg Cap CSM Tactical: Managed Hedged: 130-30 32° * * * * * * * * * *   14.9% * * * * *
MultiAsset ETF RLY Tactical: Managed Hedged: Abs Return 168° * * * * * * * * * *   8.2% * * * * *
NYLI Merger Arbitrage MNA Tactical: Managed Hedged: Arbitrage 270° * * * * * * * * * *   11.6% * * * * *
AGF AntiBeta BTAL Tactical: Managed Hedged: Mkt Neutral 162° * * * * * * * * * *   -6.6% * * * * *
WisdmTr EM HiYld DEM Tactical: Managed Income: Equity 172° * * * * * * * * * *   10.1% * * * * *
WisdmTr EM SmCap DGS Tactical: Managed Income: Equity 133° * * * * * * * * * *   10.5% * * * * *
WisdomTree ex-US DLN Tactical: Managed Income: Equity 33° * * * * * * * * * *   15.2% * * * * *
WisdmTr Intl SmCap DLS Tactical: Managed Income: Equity 14° * * * * * * * * * *   23.7% * * * * *
iShares Select Dividend DVY Tactical: Managed Income: Equity 64° * * * * * * * * * *   14.1% * * * * *
SPDR S&P Int'l DWX Tactical: Managed Income: Equity 11° * * * * * * * * * *   27.6% * * * * *
iShares Core Hi Div HDV Tactical: Managed Income: Equity 90° * * * * * * * * * *   11.6% * * * * *
iShr Intl Select Dividend IDV Tactical: Managed Income: Equity 8° * * * * * * * * * *   32.0% * * * * *
Invesco Intl Div PID Tactical: Managed Income: Equity 15° * * * * * * * * * *   18.8% * * * * *
SPDR S&P Dividend SDY Tactical: Managed Income: Equity 114° * * * * * * * * * *   9.6% * * * * *
Vanguard Hi Div Yld ETF VYM Tactical: Managed Income: Equity 33° * * * * * * * * * *   15.5% * * * * *
Invesco Sr Loan ETF BKLN Tactical: Managed Income: Float Rate 227° * * * * * * * * * *   7.6% * * * * *
Invesco Multi-Asset CVY Tactical: Managed Income: Multi 141° * * * * * * * * * *   6.7% * * * * *
SPDR Conv Sec CWB Tactical: Managed Income: Multi 13° * * * * * * * * * *   17.0% * * * * *
SPDR Inc Alloc INKM Tactical: Managed Income: Multi 220° * * * * * * * * * *   10.6% * * * * *
iSh MultiAsset Income IYLD Tactical: Managed Income: Multi 232° * * * * * * * * * *   10.0% * * * * *
FirstTrust Multi-Asset MDIV Tactical: Managed Income: Multi 170° * * * * * * * * * *   7.3% * * * * *
iShr Preferred ETF PFF Tactical: Managed Income: Multi 180° * * * * * * * * * *   3.7% * * * * *
Invesco Preferred ETF PGX Tactical: Managed Income: Multi 178° * * * * * * * * * *   2.2% * * * * *
First Trust Focus 5 FV Tactical: Managed Sector Rotation 146° * * * * * * * * * *   3.9% * * * * *
iShr Aggressive AOA Tactical: Managed Risk-Driven 356° * * * * * * * * * *   14.1% * * * * *
iShr Conservative AOK Tactical: Managed Risk-Driven 219° * * * * * * * * * *   9.4% * * * * *
iShr Moderate AOM Tactical: Managed Risk-Driven 234° * * * * * * * * * *   10.5% * * * * *
iShr Growth AOR Tactical: Managed Risk-Driven 309° * * * * * * * * * *   12.3% * * * * *
BNY Dynamic Ins AVGRX Tactical: Managed Blended 196° * * * * * * * * * *   1.9% * * * * *
Principal GlobMultiStrat PMSAX Tactical: Managed Blended 213° * * * * * * * * * *   6.2% * * * * *
Hundredfold Select SFHYX Tactical: Managed Blended 224° * * * * * * * * * *   8.9% * * * * *
UBS Global Alloc BPGLX Tactical: Managed Global Macro 314° * * * * * * * * * *   12.2% * * * * *
DFA Select Hedged DSHGX Tactical: Managed Global Macro 4° * * * * * * * * * *   14.8% * * * * *
GMO Benchm-Free GBMFX Tactical: Managed Global Macro 228° * * * * * * * * * *   10.2% * * * * *
Leuthold Global GLBIX Tactical: Managed Global Macro 179° * * * * * * * * * *   8.9% * * * * *
GMO Global Alloc GMWAX Tactical: Managed Global Macro 308° * * * * * * * * * *   12.4% * * * * *
Mac Asset Strategy IVAEX Tactical: Managed Global Macro 340° * * * * * * * * * *   14.7% * * * * *
Leuthold Core LCORX Tactical: Managed Global Macro 134° * * * * * * * * * *   10.0% * * * * *
Loomis Global Alloc Y LSWWX Tactical: Managed Global Macro 110° * * * * * * * * * *   11.2% * * * * *
BlackRock Global I MALOX Tactical: Managed Global Macro 351° * * * * * * * * * *   15.2% * * * * *
MFS Global Tot Ret MFWIX Tactical: Managed Global Macro 351° * * * * * * * * * *   12.0% * * * * *
PIMCO All-Asset PAUIX Tactical: Managed Global Macro 189° * * * * * * * * * *   9.6% * * * * *
Thornburg Inv Income Y TIBIX Tactical: Managed Global Macro 347° * * * * * * * * * *   25.7% * * * * *
VALIC Global Strat VGLSX Tactical: Managed Global Macro 323° * * * * * * * * * *   13.5% * * * * *
NYLI Int'l Res MYITX Tactical: Managed Hedged: 130-30 359° * * * * * * * * * *   22.1% * * * * *
MFS Target Return A DVRAX Tactical: Managed Hedged: Abs Return 249° * * * * * * * * * *   9.9% * * * * *
EatonVance GlobalMacro EIGMX Tactical: Managed Hedged: Abs Return 233° * * * * * * * * * *   8.3% * * * * *
Virtus ASG Global GAFYX Tactical: Managed Hedged: Abs Return 194° * * * * * * * * * *   5.4% * * * * *
Goldman Sachs Instl GARTX Tactical: Managed Hedged: Abs Return 200° * * * * * * * * * *   6.1% * * * * *
Jhancock Multi Abs Ret I JHAIX Tactical: Managed Hedged: Abs Return 188° * * * * * * * * * *   8.5% * * * * *
Putnam Short Dur Y PARYX Tactical: Managed Hedged: Abs Return 210° * * * * * * * * * *   4.2% * * * * *
Putnam Core Bond Y PYTRX Tactical: Managed Hedged: Abs Return 200° * * * * * * * * * *   6.2% * * * * *
AQR Divers N ADANX Tactical: Managed Hedged: Arbitrage 219° * * * * * * * * * *   6.5% * * * * *
Arbitrage Fund ARBNX Tactical: Managed Hedged: Arbitrage 226° * * * * * * * * * *   7.0% * * * * *
BlackRock EmMkt A BLSAX Tactical: Managed Hedged: Long/Short 331° * * * * * * * * * *   13.0% * * * * *
Robeco Long/Short I BPLSX Tactical: Managed Hedged: Long/Short 5° * * * * * * * * * *   22.4% * * * * *
Diamond Hill Long-Short I DHLSX Tactical: Managed Hedged: Long/Short 239° * * * * * * * * * *   9.8% * * * * *
Cromwell L/S MFADX Tactical: Managed Hedged: Long/Short 77° * * * * * * * * * *   11.8% * * * * *
Calamos Market Neu Inc CVSIX Tactical: Managed Hedged: Mkt Neutral 229° * * * * * * * * * *   7.3% * * * * *
Gabelli ABC AAA GABCX Tactical: Managed Hedged: Mkt Neutral 219° * * * * * * * * * *   7.5% * * * * *
JPMorgan Mkt Neutral A JMNAX Tactical: Managed Hedged: Mkt Neutral 226° * * * * * * * * * *   8.3% * * * * *
Vanguard Market Neutral VMNFX Tactical: Managed Hedged: Mkt Neutral 201° * * * * * * * * * *   4.5% * * * * *
Fidelity Equity FEQTX Tactical: Managed Income: Equity 22° * * * * * * * * * *   17.3% * * * * *
Fidelity Strategic FSDIX Tactical: Managed Income: Equity 105° * * * * * * * * * *   11.1% * * * * *
Columbia Div Income LBSAX Tactical: Managed Income: Equity 50° * * * * * * * * * *   13.5% * * * * *
Invesco Divers Dividend LCEIX Tactical: Managed Income: Equity 60° * * * * * * * * * *   13.3% * * * * *
BlackRock Eq Dividend MDDVX Tactical: Managed Income: Equity 58° * * * * * * * * * *   13.4% * * * * *
T. Rowe Equity Income PRFDX Tactical: Managed Income: Equity 107° * * * * * * * * * *   10.5% * * * * *
Schwab Div Equity SWDSX Tactical: Managed Income: Equity 15° * * * * * * * * * *   18.0% * * * * *
Vanguard Equity VEIPX Tactical: Managed Income: Equity 29° * * * * * * * * * *   15.3% * * * * *
Lord Abbett Float Rate LFRAX Tactical: Managed Income: Float Rate 208° * * * * * * * * * *   4.0% * * * * *
Calamos Global Opp CVLOX Tactical: Managed Income: Global 39° * * * * * * * * * *   13.5% * * * * *
Loomis Global Alloc A LGMAX Tactical: Managed Income: Global 121° * * * * * * * * * *   10.9% * * * * *
Neuberger Berman Eq Inc NBHAX Tactical: Managed Income: Global 18° * * * * * * * * * *   17.9% * * * * *
Thornburg Inv Income A TIBAX Tactical: Managed Income: Global 345° * * * * * * * * * *   24.4% * * * * *
Am Century Target Date ARTOX Tactical: Managed Income: Multi 218° * * * * * * * * * *   9.7% * * * * *
BlackRock Strat Inc Opp BASIX Tactical: Managed Income: Multi 208° * * * * * * * * * *   5.8% * * * * *
Calamos Convertible CCVIX Tactical: Managed Income: Multi 38° * * * * * * * * * *   15.0% * * * * *
Invesco Convertible Y CNSDX Tactical: Managed Income: Multi 23° * * * * * * * * * *   15.9% * * * * *
Fidelity Convertibles FCVSX Tactical: Managed Income: Multi 84° * * * * * * * * * *   12.0% * * * * *
Goldman Sachs Dyn A GSZAX Tactical: Managed Income: Multi 206° * * * * * * * * * *   5.2% * * * * *
WestWood REs Inc KIFYX Tactical: Managed Income: Multi 176° * * * * * * * * * *   2.0% * * * * *
Nuveen Preferred I NPSRX Tactical: Managed Income: Multi 217° * * * * * * * * * *   7.0% * * * * *
Pimco Income PONPX Tactical: Managed Income: Multi 207° * * * * * * * * * *   6.1% * * * * *
Principal Spectrum PPSIX Tactical: Managed Income: Multi 228° * * * * * * * * * *   8.0% * * * * *
T. Rowe Price Global PRSNX Tactical: Managed Income: Multi 204° * * * * * * * * * *   3.7% * * * * *
T. Rowe Retire Balanced TRRIX Tactical: Managed Income: Multi 210° * * * * * * * * * *   7.8% * * * * *
Vanguard LifeStrategy VASIX Tactical: Managed Income: Multi 207° * * * * * * * * * *   7.8% * * * * *
Vanguard Target Retire VTINX Tactical: Managed Income: Multi 218° * * * * * * * * * *   8.7% * * * * *
Vanguard Wellesley Adm VWIAX Tactical: Managed Income: Multi 202° * * * * * * * * * *   9.2% * * * * *
Fidelity Muni FHIGX Tactical: Managed Income: Tax Exempt 186° * * * * * * * * * *   -3.0% * * * * *
Nuveen Amer Muni FLAAX Tactical: Managed Income: Tax Exempt 189° * * * * * * * * * *   -1.1% * * * * *
BlackRock Nat'l Muni MDNLX Tactical: Managed Income: Tax Exempt 191° * * * * * * * * * *   -1.3% * * * * *
T. Rowe Summit Muni PRINX Tactical: Managed Income: Tax Exempt 188° * * * * * * * * * *   -1.7% * * * * *
Vanguard LT Tax-Exempt VWLTX Tactical: Managed Income: Tax Exempt 187° * * * * * * * * * *   -1.5% * * * * *
Sound Mind Investing SMIFX Tactical: Managed Momentum 147° * * * * * * * * * *   6.0% * * * * *
Sector Rotation NAVFX Tactical: Managed Sector Rotation 38° * * * * * * * * * *   17.0% * * * * *
FundX ETF XCOR Tactical: Managed Momentum 105° * * * * * * * * * *   10.4% * * * * *
ALPS Insurance Trust BETFX Tactical: Managed Risk-Driven 282° * * * * * * * * * *   11.8% * * * * *
Columbia Thermostat COTZX Tactical: Managed Risk-Driven 332° * * * * * * * * * *   14.7% * * * * *
Dodge & Cox Balanced DODBX Tactical: Managed Risk-Driven 53° * * * * * * * * * *   12.0% * * * * *
Fidelity Balanced FBALX Tactical: Managed Risk-Driven 155° * * * * * * * * * *   8.1% * * * * *
Fidelity Puritan FPURX Tactical: Managed Risk-Driven 155° * * * * * * * * * *   6.0% * * * * *
Janus Balanced JANBX Tactical: Managed Risk-Driven 16° * * * * * * * * * *   13.6% * * * * *
Schwab Balanced SWOBX Tactical: Managed Risk-Driven 233° * * * * * * * * * *   11.2% * * * * *
Vanguard Balanced VBIAX Tactical: Managed Risk-Driven 112° * * * * * * * * * *   11.0% * * * * *
ValueLine AssetAlloc VLAAX Tactical: Managed Risk-Driven 102° * * * * * * * * * *   11.3% * * * * *
Vanguard Wellesley Inv VWINX Tactical: Managed Risk-Driven 221° * * * * * * * * * *   10.1% * * * * *
Vanguard LifeStrat Growth VASGX Tactical: Managed Risk-Driven 351° * * * * * * * * * *   14.8% * * * * *
Vanguard Wellington Inv VWELX Tactical: Managed Risk-Driven 352° * * * * * * * * * *   14.8% * * * * *
Vanguard STAR Inv VGSTX Tactical: Managed Risk-Driven 12° * * * * * * * * * *   12.0% * * * * *
FPA Crescent FPACX Tactical: Managed Risk-Driven 178° * * * * * * * * * *   10.7% * * * * *
Allspring Asset Alloc WFAIX Tactical: Managed Risk-Driven 173° * * * * * * * * * *   10.7% * * * * *
Berkshire Hathaway Inc BRK.A Tactical: Managed Global Macro 41° * * * * * * * * * *   19.0% * * * * *