All Portfolios, ranked by Risk vs. Return Compass

for period ending December 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, Treynor 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 187° * * * * * * * * * *   12.2% * * * * *
Strategic 60-40 Portfolio s.6040 Strategic: DIY Balanced 0° * * * * * * * * * *   14.4% * * * * *
7Twelve Israelson s.712 Strategic: DIY Balanced 178° * * * * * * * * * *   6.8% * * * * *
Couch Potato: Scott Burns s.couc Strategic: DIY Balanced 198° * * * * * * * * * *   12.3% * * * * *
Ben Graham 50-50 s.grah Strategic: DIY Balanced 177° * * * * * * * * * *   6.2% * * * * *
Safe Haven Portfolio s.have Strategic: DIY Balanced 174° * * * * * * * * * *   11.8% * * * * *
Six Ways from Sunday s.lazy Strategic: DIY Balanced 169° * * * * * * * * * *   6.0% * * * * *
ETF Moderate s.mode Strategic: DIY Balanced 176° * * * * * * * * * *   9.5% * * * * *
David Swensen inspired s.swen Strategic: DIY Balanced 159° * * * * * * * * * *   7.9% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Strategic: DIY Balanced 180° * * * * * * * * * *   6.1% * * * * *
Lazy: Coffeehouse s.coff Strategic: DIY Balanced 168° * * * * * * * * * *   7.9% * * * * *
Lazy: Margaritaville s.marg Strategic: DIY Balanced 195° * * * * * * * * * *   11.5% * * * * *
Lazy: Smart Money s.smar Strategic: DIY Balanced 184° * * * * * * * * * *   9.6% * * * * *
Strategic 70-30 Portfolio s.7030 Strategic: DIY High Equity 8° * * * * * * * * * *   16.7% * * * * *
Strategic 80-20 Portfolio s.8020 Strategic: DIY High Equity 8° * * * * * * * * * *   19.1% * * * * *
ETF Aggressive s.aggr Strategic: DIY High Equity 170° * * * * * * * * * *   10.4% * * * * *
Ben Stein inspired s.bens Strategic: DIY High Equity 192° * * * * * * * * * *   12.3% * * * * *
Low Volatility Portfolio s.lowv Strategic: DIY High Equity 202° * * * * * * * * * *   9.0% * * * * *
Lazy: Aronson s.aron Strategic: DIY High Equity 170° * * * * * * * * * *   9.9% * * * * *
Lazy: No Brainer s.nobr Strategic: DIY High Equity 164° * * * * * * * * * *   11.3% * * * * *
Lazy: Second Grader s.seco Strategic: DIY High Equity 3° * * * * * * * * * *   17.6% * * * * *
Lazy: Yale Unconventional s.yale Strategic: DIY High Equity 162° * * * * * * * * * *   8.7% * * * * *
Harry Browne inspired s.brow Strategic: DIY Low Equity 202° * * * * * * * * * *   11.0% * * * * *
Ray Dalio inspired s.dali Strategic: DIY Low Equity 191° * * * * * * * * * *   6.4% * * * * *
Ivy Portfolio s.ivyp Strategic: DIY Low Equity 179° * * * * * * * * * *   7.2% * * * * *
No Equity Portfolio s.noeq Strategic: DIY Low Equity 159° * * * * * * * * * *   7.3% * * * * *
Permanent Plus s.plus Strategic: DIY Low Equity 328° * * * * * * * * * *   16.4% * * * * *
Black Swan Hyperinflation s.swan Strategic: DIY Low Equity 187° * * * * * * * * * *   6.3% * * * * *
Talmud Dividend Equities s.talm Strategic: DIY Low Equity 113° * * * * * * * * * *   13.3% * * * * *
Worst Case Scenario s.wors Strategic: DIY Low Equity 197° * * * * * * * * * *   4.9% * * * * *
Talmud with Blue Chip s.talc Strategic: DIY Low Equity 160° * * * * * * * * * *   7.3% * * * * *
Talmud Broad Market s.talb Strategic: DIY Low Equity 151° * * * * * * * * * *   9.8% * * * * *
Talmud with Small Cap s.tals Strategic: DIY Low Equity 154° * * * * * * * * * *   7.1% * * * * *
Talmud Equities and Gold s.talg Strategic: DIY Low Equity 18° * * * * * * * * * *   18.5% * * * * *
S&P 500 Equal Weight RSP Tactical: Managed Equal Weight 113° * * * * * * * * * *   12.8% * * * * *
Permanent Portfolio PRPFX Tactical: Managed Low Equity 0° * * * * * * * * * *   21.3% * * * * *
Adaptive Allocation A t.aaaa Tactical: DIY Adaptive 172° * * * * * * * * * *   13.3% * * * * *
Adaptive Allocation B t.aaab Tactical: DIY Adaptive 191° * * * * * * * * * *   13.0% * * * * *
Adaptive Allocation C t.aaac Tactical: DIY Adaptive 212° * * * * * * * * * *   14.0% * * * * *
Adaptive Allocation D t.aaad Tactical: DIY Adaptive 192° * * * * * * * * * *   10.0% * * * * *
Adaptive Allocation E t.aaae Tactical: DIY Adaptive 166° * * * * * * * * * *   12.3% * * * * *
Adaptive Allocation F t.aaaf Tactical: DIY Adaptive 358° * * * * * * * * * *   21.9% * * * * *
Minimum Correlation t.coco Tactical: DIY Correlation 134° * * * * * * * * * *   13.3% * * * * *
Maximum Diversification t.mdiv Tactical: DIY Diversification 147° * * * * * * * * * *   11.7% * * * * *
Equal Weight With Cluster t.dist Tactical: DIY Correlation 162° * * * * * * * * * *   10.0% * * * * *
Minimum Mean Abs Deviation t.madm Tactical: DIY Risk-Driven 17° * * * * * * * * * *   15.8% * * * * *
Minimum Variance A t.mvar Tactical: DIY Risk-Driven 40° * * * * * * * * * *   15.4% * * * * *
Risk Parity Portfolio A t.rpba Tactical: DIY Risk-Driven 146° * * * * * * * * * *   12.9% * * * * *
Maximum Sortino Portfolio t.sort Tactical: DIY Risk/Reward 177° * * * * * * * * * *   6.9% * * * * *
Equal Weight Portfolio t.eqwt Tactical: DIY Equal Weight 150° * * * * * * * * * *   11.8% * * * * *
Faber Rel Strength: Top 1 t.frs1 Tactical: DIY Momentum 12° * * * * * * * * * *   23.2% * * * * *
Faber Rel Strength: Top 2 t.frs2 Tactical: DIY Momentum 97° * * * * * * * * * *   14.1% * * * * *
Faber Rel Strength: Top 3 t.frs3 Tactical: DIY Momentum 149° * * * * * * * * * *   9.5% * * * * *
Faber Rel Strength: Top 4 t.frs4 Tactical: DIY Momentum 173° * * * * * * * * * *   6.8% * * * * *
Pure Momentum t.pure Tactical: DIY Momentum 163° * * * * * * * * * *   -5.7% * * * * *
Quartile Sector Rotation t.srqr Tactical: DIY Sector Rotation 11° * * * * * * * * * *   125.3% * * * * *
Rel Strength Sector Rotatn t.srrs Tactical: DIY Sector Rotation 69° * * * * * * * * * *   15.4% * * * * *
Top 5 Sector Rotation t.srt5 Tactical: DIY Sector Rotation 8° * * * * * * * * * *   32.8% * * * * *
Top 3 Sector Rotation t.srt3 Tactical: DIY Sector Rotation 28° * * * * * * * * * *   26.3% * * * * *
Minimum CdaR t.cdar Tactical: DIY Risk-Driven 163° * * * * * * * * * *   5.6% * * * * *
Minimum CvaR t.cvar Tactical: DIY Risk-Driven 3° * * * * * * * * * *   16.9% * * * * *
Equal Risk Contribution t.eqrc Tactical: DIY Risk-Driven 158° * * * * * * * * * *   10.9% * * * * *
Minimum Drawdown t.loss Tactical: DIY Risk-Driven 70° * * * * * * * * * *   14.6% * * * * *
Minimum Downside MAD t.madd Tactical: DIY Risk-Driven 17° * * * * * * * * * *   15.8% * * * * *
Minimum Correlation A t.mca1 Tactical: DIY Risk-Driven 162° * * * * * * * * * *   8.9% * * * * *
Minimum Correlation B t.mca2 Tactical: DIY Risk-Driven 157° * * * * * * * * * *   10.9% * * * * *
Minimum Variance B t.mva2 Tactical: DIY Risk-Driven 164° * * * * * * * * * *   9.4% * * * * *
Minimum Variance C t.mva3 Tactical: DIY Risk-Driven 145° * * * * * * * * * *   13.2% * * * * *
Min Downside Deviation t.risd Tactical: DIY Risk-Driven 154° * * * * * * * * * *   11.5% * * * * *
Risk Parity With Cluster t.rpcl Tactical: DIY Risk-Driven 160° * * * * * * * * * *   10.0% * * * * *
Risk Parity Portfolio B t.rsop Tactical: DIY Risk-Driven 152° * * * * * * * * * *   12.2% * * * * *
Target Return 12% t.tret Tactical: DIY Risk-Driven 40° * * * * * * * * * *   15.4% * * * * *
Target Risk 10% t.tris Tactical: DIY Risk-Driven 174° * * * * * * * * * *   11.3% * * * * *
Maximum Sharpe Portfolio t.shar Tactical: DIY Risk/Reward 182° * * * * * * * * * *   9.4% * * * * *
Target Return Post-Modern t.trdd Tactical: DIY Target Return 163° * * * * * * * * * *   12.3% * * * * *
Active Combined Asset t.acap Tactical: DIY Momentum 13° * * * * * * * * * *   18.9% * * * * *
Quarterly Asset Rotation t.qaro Tactical: DIY Momentum 35° * * * * * * * * * *   15.7% * * * * *
Defensive Bond t.dbnd Tactical: DIY Momentum 201° * * * * * * * * * *   6.8% * * * * *
Dynamic Harry Browne t.dyhb Tactical: DIY Momentum 217° * * * * * * * * * *   11.6% * * * * *
Hedge Replication HDG Tactical: Managed Blended 200° * * * * * * * * * *   5.1% * * * * *
DWA Tech Leaders PDP Tactical: Managed Blended 32° * * * * * * * * * *   26.1% * * * * *
iSh Global Energy PWC Tactical: Managed Blended 61° * * * * * * * * * *   17.5% * * * * *
IQ Hedge Multi-Strat QAI Tactical: Managed Blended 201° * * * * * * * * * *   6.7% * * * * *
ProShares Lg Cap CSM Tactical: Managed Hedged: 130-30 15° * * * * * * * * * *   22.1% * * * * *
MultiAsset ETF RLY Tactical: Managed Hedged: Abs Return 176° * * * * * * * * * *   2.5% * * * * *
IQ Merger Arbitrage MNA Tactical: Managed Hedged: Arbitrage 198° * * * * * * * * * *   4.9% * * * * *
QuantSh AntiBeta BTAL Tactical: Managed Hedged: Mkt Neutral 136° * * * * * * * * * *   12.8% * * * * *
WisdmTr EM HiYld DEM Tactical: Managed Income: Equity 180° * * * * * * * * * *   4.5% * * * * *
WisdmTr EM SmCap DGS Tactical: Managed Income: Equity 175° * * * * * * * * * *   1.2% * * * * *
WisdomTree ex-US DLN Tactical: Managed Income: Equity 25° * * * * * * * * * *   19.7% * * * * *
WisdmTr Intl SmCap DLS Tactical: Managed Income: Equity 166° * * * * * * * * * *   3.1% * * * * *
iShares Select Dividend DVY Tactical: Managed Income: Equity 69° * * * * * * * * * *   16.3% * * * * *
SPDR S&P Int'l DWX Tactical: Managed Income: Equity 168° * * * * * * * * * *   2.5% * * * * *
iShares Hi Div Equity HDV Tactical: Managed Income: Equity 96° * * * * * * * * * *   14.2% * * * * *
iShr Intl Select Dividend IDV Tactical: Managed Income: Equity 166° * * * * * * * * * *   4.1% * * * * *
PowerShares Intl Div PID Tactical: Managed Income: Equity 167° * * * * * * * * * *   3.1% * * * * *
SPDR S&P Dividend SDY Tactical: Managed Income: Equity 144° * * * * * * * * * *   8.4% * * * * *
Vanguard Hi Div Yld ETF VYM Tactical: Managed Income: Equity 29° * * * * * * * * * *   17.6% * * * * *
PwrSh Sr Loan Portfolio BKLN Tactical: Managed Income: Float Rate 219° * * * * * * * * * *   8.2% * * * * *
Gugg Multi-Asset CVY Tactical: Managed Income: Multi 141° * * * * * * * * * *   10.3% * * * * *
Barclays Conv Bond CWB Tactical: Managed Income: Multi 164° * * * * * * * * * *   10.1% * * * * *
ETF: SPDR Inc Alloc INKM Tactical: Managed Income: Multi 181° * * * * * * * * * *   5.7% * * * * *
iSh MultiAsset Income IYLD Tactical: Managed Income: Multi 187° * * * * * * * * * *   2.0% * * * * *
FirstTrust Multi-Asset MDIV Tactical: Managed Income: Multi 185° * * * * * * * * * *   10.0% * * * * *
iShr Preferred ETF PFF Tactical: Managed Income: Multi 179° * * * * * * * * * *   7.2% * * * * *
PowerSh Preferred ETF PGX Tactical: Managed Income: Multi 174° * * * * * * * * * *   6.5% * * * * *
First Trust Focus 5 FV Tactical: Managed Sector Rotation 85° * * * * * * * * * *   14.7% * * * * *
S&P Aggressive AOA Tactical: Managed Risk-Driven 172° * * * * * * * * * *   13.5% * * * * *
S&P Conservative AOK Tactical: Managed Risk-Driven 188° * * * * * * * * * *   6.6% * * * * *
S&P Moderate AOM Tactical: Managed Risk-Driven 189° * * * * * * * * * *   7.9% * * * * *
S&P Growth AOR Tactical: Managed Risk-Driven 187° * * * * * * * * * *   10.7% * * * * *
Dreyfus Alpha I AVGRX Tactical: Managed Blended 246° * * * * * * * * * *   12.8% * * * * *
Principal GlobMultiStrat PMSAX Tactical: Managed Blended 219° * * * * * * * * * *   9.5% * * * * *
Hundredfold Select SFHYX Tactical: Managed Blended 190° * * * * * * * * * *   4.2% * * * * *
UBS Global Alloc BPGLX Tactical: Managed Global Macro 189° * * * * * * * * * *   10.5% * * * * *
DFA Select Hedged DSHGX Tactical: Managed Global Macro 357° * * * * * * * * * *   18.9% * * * * *
GMO Benchm-Free GBMFX Tactical: Managed Global Macro 188° * * * * * * * * * *   4.6% * * * * *
Leuthold Global GLBIX Tactical: Managed Global Macro 175° * * * * * * * * * *   1.8% * * * * *
GMO Global Alloc GMWAX Tactical: Managed Global Macro 183° * * * * * * * * * *   6.2% * * * * *
Ivy Asset Strategy IVAEX Tactical: Managed Global Macro 336° * * * * * * * * * *   17.0% * * * * *
Leuthold Core LCORX Tactical: Managed Global Macro 160° * * * * * * * * * *   8.8% * * * * *
Loomis Global Eq Y LSWWX Tactical: Managed Global Macro 56° * * * * * * * * * *   15.0% * * * * *
BlackRock Global I MALOX Tactical: Managed Global Macro 179° * * * * * * * * * *   11.1% * * * * *
MFS Global Tot Ret MFWIX Tactical: Managed Global Macro 176° * * * * * * * * * *   4.8% * * * * *
PIMCO All-Asset PAUIX Tactical: Managed Global Macro 179° * * * * * * * * * *   0.9% * * * * *
Thornburg Inv Income Y TIBIX Tactical: Managed Global Macro 262° * * * * * * * * * *   14.0% * * * * *
VALIC Global Strat VGLSX Tactical: Managed Global Macro 234° * * * * * * * * * *   13.9% * * * * *
MainStay Int'l Opp MYITX Tactical: Managed Hedged: 130-30 178° * * * * * * * * * *   8.9% * * * * *
MFS Target Return A DVRAX Tactical: Managed Hedged: Abs Return 224° * * * * * * * * * *   9.8% * * * * *
EatonVance GlobalMacro EIGMX Tactical: Managed Hedged: Abs Return 215° * * * * * * * * * *   8.0% * * * * *
Natixis ASG Global GAFYX Tactical: Managed Hedged: Abs Return 216° * * * * * * * * * *   10.7% * * * * *
Goldman Sachs Instl GARTX Tactical: Managed Hedged: Abs Return 203° * * * * * * * * * *   7.8% * * * * *
Jhancock Global Abs Ret I JHAIX Tactical: Managed Hedged: Abs Return 182° * * * * * * * * * *   4.2% * * * * *
Putnam Abs Ret 100 Y PARYX Tactical: Managed Hedged: Abs Return 197° * * * * * * * * * *   1.4% * * * * *
Putnam Abs Ret 300 Y PYTRX Tactical: Managed Hedged: Abs Return 185° * * * * * * * * * *   1.7% * * * * *
AQR Divers N ADANX Tactical: Managed Hedged: Arbitrage 200° * * * * * * * * * *   3.2% * * * * *
Arbitrage I ARBNX Tactical: Managed Hedged: Arbitrage 197° * * * * * * * * * *   3.3% * * * * *
BlackRock EmMkt A BLSAX Tactical: Managed Hedged: Long/Short 181° * * * * * * * * * *   7.5% * * * * *
Robeco Long/Short I BPLSX Tactical: Managed Hedged: Long/Short 80° * * * * * * * * * *   14.7% * * * * *
Diamond Hill Long-Short I DHLSX Tactical: Managed Hedged: Long/Short 228° * * * * * * * * * *   11.8% * * * * *
MainStay Marketfield A MFADX Tactical: Managed Hedged: Long/Short 185° * * * * * * * * * *   7.7% * * * * *
Calamos Market Neu Inc CVSIX Tactical: Managed Hedged: Mkt Neutral 216° * * * * * * * * * *   7.4% * * * * *
Gabelli ABC AAA GABCX Tactical: Managed Hedged: Mkt Neutral 212° * * * * * * * * * *   8.4% * * * * *
JPMorgan Mkt Neutral A JMNAX Tactical: Managed Hedged: Mkt Neutral 273° * * * * * * * * * *   14.7% * * * * *
Vanguard Market Neutral VMNFX Tactical: Managed Hedged: Mkt Neutral 196° * * * * * * * * * *   6.1% * * * * *
Fidelity Equity FEQTX Tactical: Managed Income: Equity 91° * * * * * * * * * *   14.4% * * * * *
Fidelity Strategic FSDIX Tactical: Managed Income: Equity 116° * * * * * * * * * *   13.4% * * * * *
Columbia Div Income LBSAX Tactical: Managed Income: Equity 39° * * * * * * * * * *   16.5% * * * * *
Invesco Divers Dividend LCEIX Tactical: Managed Income: Equity 89° * * * * * * * * * *   14.5% * * * * *
BlackRock Eq Dividend MDDVX Tactical: Managed Income: Equity 144° * * * * * * * * * *   11.1% * * * * *
T. Rowe Equity Income PRFDX Tactical: Managed Income: Equity 107° * * * * * * * * * *   13.6% * * * * *
Schwab Div Equity SWDSX Tactical: Managed Income: Equity 29° * * * * * * * * * *   18.9% * * * * *
Vanguard Equity VEIPX Tactical: Managed Income: Equity 26° * * * * * * * * * *   17.3% * * * * *
Lord Abbett Float Rate LFRAX Tactical: Managed Income: Float Rate 204° * * * * * * * * * *   3.7% * * * * *
Calamos Global Growth CVLOX Tactical: Managed Income: Global 358° * * * * * * * * * *   26.2% * * * * *
Loomis Global Eq A LGMAX Tactical: Managed Income: Global 69° * * * * * * * * * *   14.8% * * * * *
Neuberger Berman Eq Inc NBHAX Tactical: Managed Income: Global 71° * * * * * * * * * *   15.2% * * * * *
Thornburg Inv Income A TIBAX Tactical: Managed Income: Global 257° * * * * * * * * * *   13.8% * * * * *
Am Century Target Date ARTOX Tactical: Managed Income: Multi 192° * * * * * * * * * *   8.8% * * * * *
BlackRock Strat Inc Opp BASIX Tactical: Managed Income: Multi 190° * * * * * * * * * *   0.5% * * * * *
Calamos Convertible A CCVIX Tactical: Managed Income: Multi 169° * * * * * * * * * *   11.2% * * * * *
Invesco Convertible Y CNSDX Tactical: Managed Income: Multi 170° * * * * * * * * * *   11.5% * * * * *
Fidelity Convertibles FCVSX Tactical: Managed Income: Multi 48° * * * * * * * * * *   15.7% * * * * *
Goldman Sachs Strat Inc GSZAX Tactical: Managed Income: Multi 192° * * * * * * * * * *   -0.1% * * * * *
Inst: Forward Select KIFYX Tactical: Managed Income: Multi 185° * * * * * * * * * *   8.4% * * * * *
Nuveen Preferred I NPSRX Tactical: Managed Income: Multi 199° * * * * * * * * * *   4.7% * * * * *
Pimco Income P PONPX Tactical: Managed Income: Multi 187° * * * * * * * * * *   -0.5% * * * * *
Principal Preferred PPSIX Tactical: Managed Income: Multi 218° * * * * * * * * * *   9.7% * * * * *
T. Rowe Global Bond PRSNX Tactical: Managed Income: Multi 190° * * * * * * * * * *   -0.4% * * * * *
T. Rowe Retire Balanced TRRIX Tactical: Managed Income: Multi 193° * * * * * * * * * *   6.5% * * * * *
Vanguard LifeStrategy VASIX Tactical: Managed Income: Multi 190° * * * * * * * * * *   4.7% * * * * *
Vanguard Target Retire VTINX Tactical: Managed Income: Multi 194° * * * * * * * * * *   6.4% * * * * *
Vanguard Wellesley Adm VWIAX Tactical: Managed Income: Multi 186° * * * * * * * * * *   6.6% * * * * *
Fidelity Muni FHIGX Tactical: Managed Income: Tax Exempt 189° * * * * * * * * * *   -1.4% * * * * *
Nuveen Amer Muni FLAAX Tactical: Managed Income: Tax Exempt 190° * * * * * * * * * *   -0.0% * * * * *
BlackRock Nat'l Muni MDNLX Tactical: Managed Income: Tax Exempt 190° * * * * * * * * * *   -1.5% * * * * *
T. Rowe Summit Muni PRINX Tactical: Managed Income: Tax Exempt 190° * * * * * * * * * *   -0.5% * * * * *
Vanguard LT Tax-Exempt VWLTX Tactical: Managed Income: Tax Exempt 188° * * * * * * * * * *   -1.6% * * * * *
Sound Mind Investing SMIFX Tactical: Managed Momentum 30° * * * * * * * * * *   20.0% * * * * *
Grimaldi Sector NAVFX Tactical: Managed Sector Rotation 6° * * * * * * * * * *   25.7% * * * * *
FundX Upgrader XCOR Tactical: Managed Momentum 3° * * * * * * * * * *   29.6% * * * * *
Ibbotson Balanced BETFX Tactical: Managed Risk-Driven 196° * * * * * * * * * *   12.0% * * * * *
Columbia Thermostat Z COTZX Tactical: Managed Risk-Driven 190° * * * * * * * * * *   8.3% * * * * *
Dodge & Cox Balanced DODBX Tactical: Managed Risk-Driven 181° * * * * * * * * * *   10.4% * * * * *
Fidelity Balanced FBALX Tactical: Managed Risk-Driven 352° * * * * * * * * * *   18.5% * * * * *
Fidelity Puritan FPURX Tactical: Managed Risk-Driven 358° * * * * * * * * * *   20.9% * * * * *
Janus Balanced JANBX Tactical: Managed Risk-Driven 354° * * * * * * * * * *   17.9% * * * * *
Schwab Balanced SWOBX Tactical: Managed Risk-Driven 307° * * * * * * * * * *   15.0% * * * * *
Vanguard Balanced VBIAX Tactical: Managed Risk-Driven 358° * * * * * * * * * *   16.9% * * * * *
ValueLine AssetAlloc VLAAX Tactical: Managed Risk-Driven 137° * * * * * * * * * *   11.5% * * * * *
Vanguard Wellesley Inv VWINX Tactical: Managed Risk-Driven 186° * * * * * * * * * *   6.5% * * * * *
Vanguard LifeStrat Growth VASGX Tactical: Managed Risk-Driven 343° * * * * * * * * * *   15.3% * * * * *
Vanguard Wellington Inv VWELX Tactical: Managed Risk-Driven 337° * * * * * * * * * *   17.4% * * * * *
Vanguard STAR Inv VGSTX Tactical: Managed Risk-Driven 181° * * * * * * * * * *   11.0% * * * * *
FPA Crescent FPACX Tactical: Managed Risk-Driven 277° * * * * * * * * * *   14.7% * * * * *
WF Asset Allocation WFAIX Tactical: Managed Risk-Driven 5° * * * * * * * * * *   17.5% * * * * *
Berkshire Hathaway Inc BRK.A Tactical: Managed Global Macro 30° * * * * * * * * * *   25.5% * * * * *