All Portfolios, ranked by Risk vs. Return Compass

for period ending August 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 194° * * * * * * * * * *   16.5% * * * * *
Strategic 60-40 Portfolio s.6040 Strategic: DIY Balanced 0° * * * * * * * * * *   18.4% * * * * *
7Twelve Israelson s.712 Strategic: DIY Balanced 188° * * * * * * * * * *   12.3% * * * * *
Couch Potato: Scott Burns s.couc Strategic: DIY Balanced 204° * * * * * * * * * *   15.8% * * * * *
Ben Graham 50-50 s.grah Strategic: DIY Balanced 198° * * * * * * * * * *   14.5% * * * * *
Safe Haven Portfolio s.have Strategic: DIY Balanced 262° * * * * * * * * * *   18.3% * * * * *
Six Ways from Sunday s.lazy Strategic: DIY Balanced 183° * * * * * * * * * *   13.7% * * * * *
ETF Moderate s.mode Strategic: DIY Balanced 182° * * * * * * * * * *   15.7% * * * * *
David Swensen inspired s.swen Strategic: DIY Balanced 123° * * * * * * * * * *   17.0% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Strategic: DIY Balanced 188° * * * * * * * * * *   12.8% * * * * *
Lazy: Coffeehouse s.coff Strategic: DIY Balanced 167° * * * * * * * * * *   14.7% * * * * *
Lazy: Margaritaville s.marg Strategic: DIY Balanced 204° * * * * * * * * * *   16.8% * * * * *
Lazy: Smart Money s.smar Strategic: DIY Balanced 199° * * * * * * * * * *   15.0% * * * * *
Strategic 70-30 Portfolio s.7030 Strategic: DIY High Equity 14° * * * * * * * * * *   20.3% * * * * *
Strategic 80-20 Portfolio s.8020 Strategic: DIY High Equity 14° * * * * * * * * * *   22.3% * * * * *
ETF Aggressive s.aggr Strategic: DIY High Equity 163° * * * * * * * * * *   16.5% * * * * *
Ben Stein inspired s.bens Strategic: DIY High Equity 268° * * * * * * * * * *   18.4% * * * * *
Low Volatility Portfolio s.lowv Strategic: DIY High Equity 238° * * * * * * * * * *   15.3% * * * * *
Lazy: Aronson s.aron Strategic: DIY High Equity 160° * * * * * * * * * *   15.8% * * * * *
Lazy: No Brainer s.nobr Strategic: DIY High Equity 95° * * * * * * * * * *   18.3% * * * * *
Lazy: Second Grader s.seco Strategic: DIY High Equity 11° * * * * * * * * * *   22.5% * * * * *
Lazy: Yale Unconventional s.yale Strategic: DIY High Equity 124° * * * * * * * * * *   16.9% * * * * *
Harry Browne inspired s.brow Strategic: DIY Low Equity 204° * * * * * * * * * *   16.0% * * * * *
Ray Dalio inspired s.dali Strategic: DIY Low Equity 195° * * * * * * * * * *   11.1% * * * * *
Ivy Portfolio s.ivyp Strategic: DIY Low Equity 186° * * * * * * * * * *   13.0% * * * * *
No Equity Portfolio s.noeq Strategic: DIY Low Equity 102° * * * * * * * * * *   17.8% * * * * *
Permanent Plus s.plus Strategic: DIY Low Equity 25° * * * * * * * * * *   21.0% * * * * *
Black Swan Hyperinflation s.swan Strategic: DIY Low Equity 196° * * * * * * * * * *   7.4% * * * * *
Talmud Dividend Equities s.talm Strategic: DIY Low Equity 18° * * * * * * * * * *   22.9% * * * * *
Worst Case Scenario s.wors Strategic: DIY Low Equity 201° * * * * * * * * * *   4.0% * * * * *
Talmud with Blue Chip s.talc Strategic: DIY Low Equity 154° * * * * * * * * * *   16.4% * * * * *
Talmud Broad Market s.talb Strategic: DIY Low Equity 100° * * * * * * * * * *   18.0% * * * * *
Talmud with Small Cap s.tals Strategic: DIY Low Equity 140° * * * * * * * * * *   15.3% * * * * *
Talmud Equities and Gold s.talg Strategic: DIY Low Equity 12° * * * * * * * * * *   25.6% * * * * *
S&P 500 Equal Weight RSP Tactical: Managed Equal Weight 75° * * * * * * * * * *   19.2% * * * * *
Permanent Portfolio PRPFX Tactical: Managed Low Equity 301° * * * * * * * * * *   20.3% * * * * *
Adaptive Allocation A t.aaaa Tactical: DIY Adaptive 342° * * * * * * * * * *   22.9% * * * * *
Adaptive Allocation B t.aaab Tactical: DIY Adaptive 213° * * * * * * * * * *   16.0% * * * * *
Adaptive Allocation C t.aaac Tactical: DIY Adaptive 215° * * * * * * * * * *   16.2% * * * * *
Adaptive Allocation D t.aaad Tactical: DIY Adaptive 181° * * * * * * * * * *   8.0% * * * * *
Adaptive Allocation E t.aaae Tactical: DIY Adaptive 240° * * * * * * * * * *   18.1% * * * * *
Adaptive Allocation F t.aaaf Tactical: DIY Adaptive 357° * * * * * * * * * *   28.7% * * * * *
Minimum Correlation t.coco Tactical: DIY Correlation 43° * * * * * * * * * *   20.1% * * * * *
Maximum Diversification t.mdiv Tactical: DIY Diversification 35° * * * * * * * * * *   20.1% * * * * *
Equal Weight With Cluster t.dist Tactical: DIY Correlation 70° * * * * * * * * * *   19.0% * * * * *
Minimum Mean Abs Deviation t.madm Tactical: DIY Risk-Driven 2° * * * * * * * * * *   23.8% * * * * *
Minimum Variance A t.mvar Tactical: DIY Risk-Driven 1° * * * * * * * * * *   25.8% * * * * *
Risk Parity Portfolio A t.rpba Tactical: DIY Risk-Driven 22° * * * * * * * * * *   21.2% * * * * *
Maximum Sortino Portfolio t.sort Tactical: DIY Risk/Reward 180° * * * * * * * * * *   8.6% * * * * *
Equal Weight Portfolio t.eqwt Tactical: DIY Equal Weight 49° * * * * * * * * * *   20.0% * * * * *
Faber Rel Strength: Top 1 t.frs1 Tactical: DIY Momentum 132° * * * * * * * * * *   17.5% * * * * *
Faber Rel Strength: Top 2 t.frs2 Tactical: DIY Momentum 178° * * * * * * * * * *   11.7% * * * * *
Faber Rel Strength: Top 3 t.frs3 Tactical: DIY Momentum 180° * * * * * * * * * *   15.1% * * * * *
Faber Rel Strength: Top 4 t.frs4 Tactical: DIY Momentum 199° * * * * * * * * * *   11.8% * * * * *
Pure Momentum t.pure Tactical: DIY Momentum 166° * * * * * * * * * *   5.0% * * * * *
Quartile Sector Rotation t.srqr Tactical: DIY Sector Rotation 21° * * * * * * * * * *   120.0% * * * * *
Rel Strength Sector Rotatn t.srrs Tactical: DIY Sector Rotation 189° * * * * * * * * * *   17.2% * * * * *
Top 5 Sector Rotation t.srt5 Tactical: DIY Sector Rotation 23° * * * * * * * * * *   30.3% * * * * *
Top 3 Sector Rotation t.srt3 Tactical: DIY Sector Rotation 130° * * * * * * * * * *   13.2% * * * * *
Minimum CdaR t.cdar Tactical: DIY Risk-Driven 25° * * * * * * * * * *   22.0% * * * * *
Minimum CvaR t.cvar Tactical: DIY Risk-Driven 357° * * * * * * * * * *   28.5% * * * * *
Equal Risk Contribution t.eqrc Tactical: DIY Risk-Driven 56° * * * * * * * * * *   19.2% * * * * *
Minimum Drawdown t.loss Tactical: DIY Risk-Driven 358° * * * * * * * * * *   27.0% * * * * *
Minimum Downside MAD t.madd Tactical: DIY Risk-Driven 2° * * * * * * * * * *   23.8% * * * * *
Minimum Correlation A t.mca1 Tactical: DIY Risk-Driven 138° * * * * * * * * * *   17.0% * * * * *
Minimum Correlation B t.mca2 Tactical: DIY Risk-Driven 49° * * * * * * * * * *   19.4% * * * * *
Minimum Variance B t.mva2 Tactical: DIY Risk-Driven 70° * * * * * * * * * *   18.7% * * * * *
Minimum Variance C t.mva3 Tactical: DIY Risk-Driven 3° * * * * * * * * * *   23.0% * * * * *
Min Downside Deviation t.risd Tactical: DIY Risk-Driven 360° * * * * * * * * * *   23.4% * * * * *
Risk Parity With Cluster t.rpcl Tactical: DIY Risk-Driven 45° * * * * * * * * * *   19.4% * * * * *
Risk Parity Portfolio B t.rsop Tactical: DIY Risk-Driven 26° * * * * * * * * * *   20.9% * * * * *
Target Return 12% t.tret Tactical: DIY Risk-Driven 186° * * * * * * * * * *   15.7% * * * * *
Target Risk 10% t.tris Tactical: DIY Risk-Driven 195° * * * * * * * * * *   15.4% * * * * *
Maximum Sharpe Portfolio t.shar Tactical: DIY Risk/Reward 180° * * * * * * * * * *   10.4% * * * * *
Target Return Post-Modern t.trdd Tactical: DIY Target Return 182° * * * * * * * * * *   13.3% * * * * *
Active Combined Asset t.acap Tactical: DIY Momentum 70° * * * * * * * * * *   19.1% * * * * *
Quarterly Asset Rotation t.qaro Tactical: DIY Momentum 7° * * * * * * * * * *   23.5% * * * * *
Defensive Bond t.dbnd Tactical: DIY Momentum 201° * * * * * * * * * *   12.1% * * * * *
Dynamic Harry Browne t.dyhb Tactical: DIY Momentum 215° * * * * * * * * * *   13.0% * * * * *
Hedge Replication HDG Tactical: Managed Blended 203° * * * * * * * * * *   7.3% * * * * *
DWA Tech Leaders PDP Tactical: Managed Blended 38° * * * * * * * * * *   24.6% * * * * *
iSh Global Energy PWC Tactical: Managed Blended 21° * * * * * * * * * *   26.4% * * * * *
IQ Hedge Multi-Strat QAI Tactical: Managed Blended 206° * * * * * * * * * *   8.9% * * * * *
ProShares Lg Cap CSM Tactical: Managed Hedged: 130-30 20° * * * * * * * * * *   25.4% * * * * *
MultiAsset ETF RLY Tactical: Managed Hedged: Abs Return 189° * * * * * * * * * *   7.4% * * * * *
IQ Merger Arbitrage MNA Tactical: Managed Hedged: Arbitrage 199° * * * * * * * * * *   5.4% * * * * *
QuantSh AntiBeta BTAL Tactical: Managed Hedged: Mkt Neutral 124° * * * * * * * * * *   14.0% * * * * *
WisdmTr EM HiYld DEM Tactical: Managed Income: Equity 301° * * * * * * * * * *   20.3% * * * * *
WisdmTr EM SmCap DGS Tactical: Managed Income: Equity 179° * * * * * * * * * *   14.9% * * * * *
WisdomTree ex-US DLN Tactical: Managed Income: Equity 7° * * * * * * * * * *   23.9% * * * * *
WisdmTr Intl SmCap DLS Tactical: Managed Income: Equity 118° * * * * * * * * * *   17.9% * * * * *
iShares Select Dividend DVY Tactical: Managed Income: Equity 13° * * * * * * * * * *   22.9% * * * * *
SPDR S&P Int'l DWX Tactical: Managed Income: Equity 204° * * * * * * * * * *   16.0% * * * * *
iShares Hi Div Equity HDV Tactical: Managed Income: Equity 316° * * * * * * * * * *   19.1% * * * * *
iShr Intl Select Dividend IDV Tactical: Managed Income: Equity 351° * * * * * * * * * *   21.3% * * * * *
PowerShares Intl Div PID Tactical: Managed Income: Equity 148° * * * * * * * * * *   15.2% * * * * *
SPDR S&P Dividend SDY Tactical: Managed Income: Equity 97° * * * * * * * * * *   18.3% * * * * *
Vanguard Hi Div Yld ETF VYM Tactical: Managed Income: Equity 4° * * * * * * * * * *   22.0% * * * * *
PwrSh Sr Loan Portfolio BKLN Tactical: Managed Income: Float Rate 214° * * * * * * * * * *   8.9% * * * * *
Gugg Multi-Asset CVY Tactical: Managed Income: Multi 354° * * * * * * * * * *   22.5% * * * * *
Barclays Conv Bond CWB Tactical: Managed Income: Multi 179° * * * * * * * * * *   8.7% * * * * *
ETF: SPDR Inc Alloc INKM Tactical: Managed Income: Multi 186° * * * * * * * * * *   12.5% * * * * *
iSh MultiAsset Income IYLD Tactical: Managed Income: Multi 206° * * * * * * * * * *   12.0% * * * * *
FirstTrust Multi-Asset MDIV Tactical: Managed Income: Multi 268° * * * * * * * * * *   18.3% * * * * *
iShr Preferred ETF PFF Tactical: Managed Income: Multi 180° * * * * * * * * * *   12.2% * * * * *
PowerSh Preferred ETF PGX Tactical: Managed Income: Multi 162° * * * * * * * * * *   13.9% * * * * *
First Trust Focus 5 FV Tactical: Managed Sector Rotation 57° * * * * * * * * * *   22.0% * * * * *
S&P Aggressive AOA Tactical: Managed Risk-Driven 5° * * * * * * * * * *   19.7% * * * * *
S&P Conservative AOK Tactical: Managed Risk-Driven 197° * * * * * * * * * *   12.3% * * * * *
S&P Moderate AOM Tactical: Managed Risk-Driven 198° * * * * * * * * * *   13.7% * * * * *
S&P Growth AOR Tactical: Managed Risk-Driven 205° * * * * * * * * * *   16.7% * * * * *
Dreyfus Alpha I AVGRX Tactical: Managed Blended 209° * * * * * * * * * *   11.3% * * * * *
Principal GlobMultiStrat PMSAX Tactical: Managed Blended 197° * * * * * * * * * *   5.8% * * * * *
Hundredfold Select SFHYX Tactical: Managed Blended 199° * * * * * * * * * *   7.3% * * * * *
UBS Global Alloc BPGLX Tactical: Managed Global Macro 184° * * * * * * * * * *   14.0% * * * * *
DFA Select Hedged DSHGX Tactical: Managed Global Macro 358° * * * * * * * * * *   23.3% * * * * *
GMO Benchm-Free GBMFX Tactical: Managed Global Macro 215° * * * * * * * * * *   13.6% * * * * *
Leuthold Global GLBIX Tactical: Managed Global Macro 189° * * * * * * * * * *   10.1% * * * * *
GMO Global Alloc GMWAX Tactical: Managed Global Macro 222° * * * * * * * * * *   16.5% * * * * *
Ivy Asset Strategy IVAEX Tactical: Managed Global Macro 343° * * * * * * * * * *   22.5% * * * * *
Leuthold Core LCORX Tactical: Managed Global Macro 200° * * * * * * * * * *   16.2% * * * * *
Loomis Global Eq Y LSWWX Tactical: Managed Global Macro 13° * * * * * * * * * *   22.5% * * * * *
BlackRock Global I MALOX Tactical: Managed Global Macro 189° * * * * * * * * * *   15.6% * * * * *
MFS Global Tot Ret MFWIX Tactical: Managed Global Macro 190° * * * * * * * * * *   14.8% * * * * *
PIMCO All-Asset PAUIX Tactical: Managed Global Macro 187° * * * * * * * * * *   6.9% * * * * *
Thornburg Inv Income Y TIBIX Tactical: Managed Global Macro 331° * * * * * * * * * *   24.2% * * * * *
VALIC Global Strat VGLSX Tactical: Managed Global Macro 335° * * * * * * * * * *   20.4% * * * * *
MainStay Int'l Opp MYITX Tactical: Managed Hedged: 130-30 71° * * * * * * * * * *   18.6% * * * * *
Absolute Strategies I ASFIX Tactical: Managed Hedged: Abs Return 179° * * * * * * * * * *   -6.3% * * * * *
MFS Target Return A DVRAX Tactical: Managed Hedged: Abs Return 218° * * * * * * * * * *   11.3% * * * * *
EatonVance GlobalMacro EIGMX Tactical: Managed Hedged: Abs Return 205° * * * * * * * * * *   6.8% * * * * *
Natixis ASG Global GAFYX Tactical: Managed Hedged: Abs Return 188° * * * * * * * * * *   3.4% * * * * *
Goldman Sachs Instl GARTX Tactical: Managed Hedged: Abs Return 202° * * * * * * * * * *   6.9% * * * * *
Jhancock Global Abs Ret I JHAIX Tactical: Managed Hedged: Abs Return 191° * * * * * * * * * *   5.8% * * * * *
Putnam Abs Ret 100 Y PARYX Tactical: Managed Hedged: Abs Return 201° * * * * * * * * * *   3.4% * * * * *
Putnam Abs Ret 300 Y PYTRX Tactical: Managed Hedged: Abs Return 192° * * * * * * * * * *   7.7% * * * * *
AQR Divers N ADANX Tactical: Managed Hedged: Arbitrage 201° * * * * * * * * * *   5.4% * * * * *
Arbitrage I ARBNX Tactical: Managed Hedged: Arbitrage 201° * * * * * * * * * *   6.4% * * * * *
BlackRock EmMkt A BLSAX Tactical: Managed Hedged: Long/Short 190° * * * * * * * * * *   12.5% * * * * *
Robeco Long/Short I BPLSX Tactical: Managed Hedged: Long/Short 341° * * * * * * * * * *   24.7% * * * * *
Diamond Hill Long-Short I DHLSX Tactical: Managed Hedged: Long/Short 250° * * * * * * * * * *   17.0% * * * * *
MainStay Marketfield A MFADX Tactical: Managed Hedged: Long/Short 211° * * * * * * * * * *   11.7% * * * * *
Aberdeen Long-Short A MLSAX Tactical: Managed Hedged: Long/Short 96° * * * * * * * * * *   17.6% * * * * *
Calamos Market Neu Inc CVSIX Tactical: Managed Hedged: Mkt Neutral 190° * * * * * * * * * *   2.5% * * * * *
Gabelli ABC AAA GABCX Tactical: Managed Hedged: Mkt Neutral 209° * * * * * * * * * *   8.3% * * * * *
JPMorgan Mkt Neutral A JMNAX Tactical: Managed Hedged: Mkt Neutral 211° * * * * * * * * * *   11.0% * * * * *
Vanguard Market Neutral VMNFX Tactical: Managed Hedged: Mkt Neutral 261° * * * * * * * * * *   17.7% * * * * *
Fidelity Equity FEQTX Tactical: Managed Income: Equity 5° * * * * * * * * * *   22.8% * * * * *
Fidelity Strategic FSDIX Tactical: Managed Income: Equity 189° * * * * * * * * * *   18.2% * * * * *
Columbia Div Income LBSAX Tactical: Managed Income: Equity 356° * * * * * * * * * *   21.8% * * * * *
Invesco Divers Dividend LCEIX Tactical: Managed Income: Equity 20° * * * * * * * * * *   20.3% * * * * *
BlackRock Eq Dividend MDDVX Tactical: Managed Income: Equity 340° * * * * * * * * * *   22.7% * * * * *
T. Rowe Equity Income PRFDX Tactical: Managed Income: Equity 356° * * * * * * * * * *   23.3% * * * * *
Schwab Div Equity SWDSX Tactical: Managed Income: Equity 19° * * * * * * * * * *   22.3% * * * * *
Vanguard Equity VEIPX Tactical: Managed Income: Equity 356° * * * * * * * * * *   21.6% * * * * *
Lord Abbett Float Rate LFRAX Tactical: Managed Income: Float Rate 200° * * * * * * * * * *   2.8% * * * * *
Calamos Global Growth CVLOX Tactical: Managed Income: Global 4° * * * * * * * * * *   28.2% * * * * *
Loomis Global Eq A LGMAX Tactical: Managed Income: Global 14° * * * * * * * * * *   22.1% * * * * *
Neuberger Berman Eq Inc NBHAX Tactical: Managed Income: Global 350° * * * * * * * * * *   19.7% * * * * *
Thornburg Inv Income A TIBAX Tactical: Managed Income: Global 330° * * * * * * * * * *   23.9% * * * * *
Am Century Target Date ARTOX Tactical: Managed Income: Multi 201° * * * * * * * * * *   13.7% * * * * *
BlackRock Strat Inc Opp BASIX Tactical: Managed Income: Multi 196° * * * * * * * * * *   4.0% * * * * *
Calamos Convertible A CCVIX Tactical: Managed Income: Multi 181° * * * * * * * * * *   7.8% * * * * *
Invesco Convertible Y CNSDX Tactical: Managed Income: Multi 186° * * * * * * * * * *   10.5% * * * * *
Fidelity Convertibles FCVSX Tactical: Managed Income: Multi 190° * * * * * * * * * *   11.0% * * * * *
Goldman Sachs Strat Inc GSZAX Tactical: Managed Income: Multi 201° * * * * * * * * * *   4.9% * * * * *
Inst: Forward Select KIFYX Tactical: Managed Income: Multi 179° * * * * * * * * * *   12.8% * * * * *
Nuveen Preferred I NPSRX Tactical: Managed Income: Multi 202° * * * * * * * * * *   9.3% * * * * *
Pimco Income P PONPX Tactical: Managed Income: Multi 191° * * * * * * * * * *   2.7% * * * * *
Principal Preferred PPSIX Tactical: Managed Income: Multi 215° * * * * * * * * * *   12.4% * * * * *
T. Rowe Global Bond PRSNX Tactical: Managed Income: Multi 195° * * * * * * * * * *   4.9% * * * * *
T. Rowe Retire Balanced TRRIX Tactical: Managed Income: Multi 197° * * * * * * * * * *   10.1% * * * * *
Vanguard LifeStrategy VASIX Tactical: Managed Income: Multi 197° * * * * * * * * * *   10.1% * * * * *
Vanguard Target Retire VTINX Tactical: Managed Income: Multi 197° * * * * * * * * * *   9.1% * * * * *
Vanguard Wellesley Adm VWIAX Tactical: Managed Income: Multi 197° * * * * * * * * * *   12.4% * * * * *
Fidelity Muni FHIGX Tactical: Managed Income: Tax Exempt 190° * * * * * * * * * *   3.4% * * * * *
Nuveen Amer Muni FLAAX Tactical: Managed Income: Tax Exempt 191° * * * * * * * * * *   4.6% * * * * *
BlackRock Nat'l Muni MDNLX Tactical: Managed Income: Tax Exempt 193° * * * * * * * * * *   2.0% * * * * *
T. Rowe Summit Muni PRINX Tactical: Managed Income: Tax Exempt 190° * * * * * * * * * *   3.7% * * * * *
Vanguard LT Tax-Exempt VWLTX Tactical: Managed Income: Tax Exempt 188° * * * * * * * * * *   3.6% * * * * *
Sound Mind Investing SMIFX Tactical: Managed Momentum 60° * * * * * * * * * *   19.3% * * * * *
Grimaldi Sector NAVFX Tactical: Managed Sector Rotation 12° * * * * * * * * * *   26.4% * * * * *
FundX Upgrader XCOR Tactical: Managed Momentum 16° * * * * * * * * * *   28.4% * * * * *
Ibbotson Balanced BETFX Tactical: Managed Risk-Driven 209° * * * * * * * * * *   16.6% * * * * *
Columbia Thermostat Z COTZX Tactical: Managed Risk-Driven 196° * * * * * * * * * *   13.5% * * * * *
Dodge & Cox Balanced DODBX Tactical: Managed Risk-Driven 235° * * * * * * * * * *   17.1% * * * * *
Fidelity Balanced FBALX Tactical: Managed Risk-Driven 7° * * * * * * * * * *   19.5% * * * * *
Fidelity Puritan FPURX Tactical: Managed Risk-Driven 7° * * * * * * * * * *   22.1% * * * * *
Janus Balanced JANBX Tactical: Managed Risk-Driven 19° * * * * * * * * * *   19.5% * * * * *
Schwab Balanced SWOBX Tactical: Managed Risk-Driven 225° * * * * * * * * * *   18.4% * * * * *
Vanguard Balanced VBIAX Tactical: Managed Risk-Driven 6° * * * * * * * * * *   19.5% * * * * *
ValueLine AssetAlloc VLAAX Tactical: Managed Risk-Driven 8° * * * * * * * * * *   20.9% * * * * *
Vanguard Wellesley Inv VWINX Tactical: Managed Risk-Driven 197° * * * * * * * * * *   12.3% * * * * *
Vanguard LifeStrat Growth VASGX Tactical: Managed Risk-Driven 2° * * * * * * * * * *   20.6% * * * * *
Vanguard Wellington Inv VWELX Tactical: Managed Risk-Driven 320° * * * * * * * * * *   19.9% * * * * *
Vanguard STAR Inv VGSTX Tactical: Managed Risk-Driven 165° * * * * * * * * * *   17.2% * * * * *
FPA Crescent FPACX Tactical: Managed Risk-Driven 210° * * * * * * * * * *   14.2% * * * * *
WF Asset Allocation WFAIX Tactical: Managed Risk-Driven 14° * * * * * * * * * *   20.5% * * * * *
Berkshire Hathaway Inc BRK.A Tactical: Managed Global Macro 12° * * * * * * * * * *   30.8% * * * * *