All Portfolios, ranked by Standard Deviation

for period ending October 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

Standard Deviation shows the 1-, 3-, 5-, 10-, 15-, and 20-year standard deviation from the mean. This is calculated using monthly returns, then annualized.

Note: This Free subscription only includes access to the 1-year data. Subscribe for full access to 3-, 5-, 10-, 15-, and 20-year metrics. For each Portfolio Recipe, get access to investable allocations, sortable lists, and clickable scatterplots.

Standard Deviation vs. Annual Return
● All Recipes ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)

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.

        Standard Deviation   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 7.9% * * * * *   10.4% * * * * *
S&P 500 SPY Benchmark Benchmark 14.8% * * * * *   37.8% * * * * *
Strategic 50-50 s.5050 Strategic: DIY Balanced 10.6% * * * * *   23.5% * * * * *
Strategic 60-40 Portfolio s.6040 Strategic: DIY Balanced 11.4% * * * * *   26.3% * * * * *
7Twelve Israelson s.712 Strategic: DIY Balanced 10.0% * * * * *   19.2% * * * * *
Couch Potato: Scott Burns s.couc Strategic: DIY Balanced 9.3% * * * * *   22.4% * * * * *
Ben Graham 50-50 s.grah Strategic: DIY Balanced 11.0% * * * * *   19.6% * * * * *
Safe Haven Portfolio s.have Strategic: DIY Balanced 11.2% * * * * *   24.7% * * * * *
Six Ways from Sunday s.lazy Strategic: DIY Balanced 11.3% * * * * *   19.8% * * * * *
ETF Moderate s.mode Strategic: DIY Balanced 12.0% * * * * *   23.8% * * * * *
David Swensen inspired s.swen Strategic: DIY Balanced 15.2% * * * * *   26.3% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Strategic: DIY Balanced 10.5% * * * * *   19.3% * * * * *
Lazy: Coffeehouse s.coff Strategic: DIY Balanced 12.8% * * * * *   23.3% * * * * *
Lazy: Margaritaville s.marg Strategic: DIY Balanced 10.4% * * * * *   24.6% * * * * *
Lazy: Smart Money s.smar Strategic: DIY Balanced 10.0% * * * * *   21.8% * * * * *
Strategic 70-30 Portfolio s.7030 Strategic: DIY High Equity 12.3% * * * * *   29.1% * * * * *
Strategic 80-20 Portfolio s.8020 Strategic: DIY High Equity 13.3% * * * * *   32.0% * * * * *
ETF Aggressive s.aggr Strategic: DIY High Equity 13.3% * * * * *   25.9% * * * * *
Ben Stein inspired s.bens Strategic: DIY High Equity 10.9% * * * * *   24.9% * * * * *
Low Volatility Portfolio s.lowv Strategic: DIY High Equity 6.0% * * * * *   16.3% * * * * *
Lazy: Aronson s.aron Strategic: DIY High Equity 12.9% * * * * *   25.5% * * * * *
Lazy: No Brainer s.nobr Strategic: DIY High Equity 13.7% * * * * *   27.5% * * * * *
Lazy: Second Grader s.seco Strategic: DIY High Equity 13.2% * * * * *   33.0% * * * * *
Lazy: Yale Unconventional s.yale Strategic: DIY High Equity 14.8% * * * * *   27.2% * * * * *
Harry Browne inspired s.brow Strategic: DIY Low Equity 8.9% * * * * *   23.7% * * * * *
Ray Dalio inspired s.dali Strategic: DIY Low Equity 8.0% * * * * *   16.9% * * * * *
Ivy Portfolio s.ivyp Strategic: DIY Low Equity 10.4% * * * * *   19.9% * * * * *
No Equity Portfolio s.noeq Strategic: DIY Low Equity 15.8% * * * * *   29.3% * * * * *
Permanent Plus s.plus Strategic: DIY Low Equity 11.7% * * * * *   32.2% * * * * *
Black Swan Hyperinflation s.swan Strategic: DIY Low Equity 8.9% * * * * *   11.0% * * * * *
Talmud Dividend Equities s.talm Strategic: DIY Low Equity 14.6% * * * * *   33.4% * * * * *
Worst Case Scenario s.wors Strategic: DIY Low Equity 4.3% * * * * *   9.2% * * * * *
Talmud with Blue Chip s.talc Strategic: DIY Low Equity 14.1% * * * * *   23.2% * * * * *
Talmud Broad Market s.talb Strategic: DIY Low Equity 15.2% * * * * *   27.3% * * * * *
Talmud with Small Cap s.tals Strategic: DIY Low Equity 16.3% * * * * *   24.5% * * * * *
Talmud Equities and Gold s.talg Strategic: DIY Low Equity 14.0% * * * * *   37.3% * * * * *
S&P 500 Equal Weight RSP Tactical: Managed Equal Weight 16.7% * * * * *   31.9% * * * * *
Permanent Portfolio PRPFX Tactical: Managed Low Equity 6.8% * * * * *   31.6% * * * * *
Adaptive Allocation A t.aaaa Tactical: DIY Adaptive 7.8% * * * * *   27.7% * * * * *
Adaptive Allocation B t.aaab Tactical: DIY Adaptive 6.5% * * * * *   25.7% * * * * *
Adaptive Allocation C t.aaac Tactical: DIY Adaptive 6.6% * * * * *   26.3% * * * * *
Adaptive Allocation D t.aaad Tactical: DIY Adaptive 7.1% * * * * *   18.9% * * * * *
Adaptive Allocation E t.aaae Tactical: DIY Adaptive 10.4% * * * * *   27.1% * * * * *
Adaptive Allocation F t.aaaf Tactical: DIY Adaptive 9.4% * * * * *   35.6% * * * * *
Minimum Correlation t.coco Tactical: DIY Correlation 13.0% * * * * *   31.0% * * * * *
Maximum Diversification t.mdiv Tactical: DIY Diversification 12.3% * * * * *   28.6% * * * * *
Equal Weight With Cluster t.dist Tactical: DIY Correlation 14.7% * * * * *   30.3% * * * * *
Minimum Mean Abs Deviation t.madm Tactical: DIY Risk-Driven 9.9% * * * * *   27.0% * * * * *
Minimum Variance A t.mvar Tactical: DIY Risk-Driven 10.6% * * * * *   27.2% * * * * *
Risk Parity Portfolio A t.rpba Tactical: DIY Risk-Driven 14.0% * * * * *   31.0% * * * * *
Maximum Sortino Portfolio t.sort Tactical: DIY Risk/Reward 8.2% * * * * *   17.4% * * * * *
Equal Weight Portfolio t.eqwt Tactical: DIY Equal Weight 15.1% * * * * *   30.8% * * * * *
Faber Rel Strength: Top 1 t.frs1 Tactical: DIY Momentum 12.4% * * * * *   25.9% * * * * *
Faber Rel Strength: Top 2 t.frs2 Tactical: DIY Momentum 11.7% * * * * *   19.6% * * * * *
Faber Rel Strength: Top 3 t.frs3 Tactical: DIY Momentum 12.8% * * * * *   17.8% * * * * *
Faber Rel Strength: Top 4 t.frs4 Tactical: DIY Momentum 9.5% * * * * *   13.1% * * * * *
Pure Momentum t.pure Tactical: DIY Momentum 16.6% * * * * *   11.9% * * * * *
Quartile Sector Rotation t.srqr Tactical: DIY Sector Rotation 125.8% * * * * *   210.1% * * * * *
Rel Strength Sector Rotatn t.srrs Tactical: DIY Sector Rotation 10.7% * * * * *   25.5% * * * * *
Top 5 Sector Rotation t.srt5 Tactical: DIY Sector Rotation 20.3% * * * * *   50.6% * * * * *
Top 3 Sector Rotation t.srt3 Tactical: DIY Sector Rotation 17.9% * * * * *   31.4% * * * * *
Minimum CdaR t.cdar Tactical: DIY Risk-Driven 14.3% * * * * *   18.5% * * * * *
Minimum CvaR t.cvar Tactical: DIY Risk-Driven 10.3% * * * * *   32.0% * * * * *
Equal Risk Contribution t.eqrc Tactical: DIY Risk-Driven 13.4% * * * * *   28.4% * * * * *
Minimum Drawdown t.loss Tactical: DIY Risk-Driven 9.2% * * * * *   29.2% * * * * *
Minimum Downside MAD t.madd Tactical: DIY Risk-Driven 9.9% * * * * *   27.0% * * * * *
Minimum Correlation A t.mca1 Tactical: DIY Risk-Driven 12.5% * * * * *   25.6% * * * * *
Minimum Correlation B t.mca2 Tactical: DIY Risk-Driven 13.3% * * * * *   28.3% * * * * *
Minimum Variance B t.mva2 Tactical: DIY Risk-Driven 11.3% * * * * *   24.8% * * * * *
Minimum Variance C t.mva3 Tactical: DIY Risk-Driven 11.0% * * * * *   29.0% * * * * *
Min Downside Deviation t.risd Tactical: DIY Risk-Driven 10.5% * * * * *   23.2% * * * * *
Risk Parity With Cluster t.rpcl Tactical: DIY Risk-Driven 13.4% * * * * *   29.6% * * * * *
Risk Parity Portfolio B t.rsop Tactical: DIY Risk-Driven 14.1% * * * * *   30.7% * * * * *
Target Return 12% t.tret Tactical: DIY Risk-Driven 9.3% * * * * *   23.4% * * * * *
Target Risk 10% t.tris Tactical: DIY Risk-Driven 8.3% * * * * *   21.8% * * * * *
Maximum Sharpe Portfolio t.shar Tactical: DIY Risk/Reward 8.2% * * * * *   19.4% * * * * *
Target Return Post-Modern t.trdd Tactical: DIY Target Return 8.9% * * * * *   20.9% * * * * *
Active Combined Asset t.acap Tactical: DIY Momentum 13.0% * * * * *   34.9% * * * * *
Quarterly Asset Rotation t.qaro Tactical: DIY Momentum 14.2% * * * * *   37.4% * * * * *
Defensive Bond t.dbnd Tactical: DIY Momentum 9.0% * * * * *   19.3% * * * * *
Dynamic Harry Browne t.dyhb Tactical: DIY Momentum 5.2% * * * * *   21.7% * * * * *
Hedge Replication HDG Tactical: Managed Blended 4.5% * * * * *   9.4% * * * * *
DWA Tech Leaders PDP Tactical: Managed Blended 19.9% * * * * *   41.0% * * * * *
iSh Global Energy PWC Tactical: Managed Blended 16.5% * * * * *   38.2% * * * * *
IQ Hedge Multi-Strat QAI Tactical: Managed Blended 4.6% * * * * *   11.9% * * * * *
ProShares Lg Cap CSM Tactical: Managed Hedged: 130-30 15.7% * * * * *   37.0% * * * * *
MultiAsset ETF RLY Tactical: Managed Hedged: Abs Return 9.0% * * * * *   12.1% * * * * *
IQ Merger Arbitrage MNA Tactical: Managed Hedged: Arbitrage 4.1% * * * * *   5.6% * * * * *
QuantSh AntiBeta BTAL Tactical: Managed Hedged: Mkt Neutral 16.5% * * * * *   -0.1% * * * * *
WisdmTr EM HiYld DEM Tactical: Managed Income: Equity 11.8% * * * * *   22.1% * * * * *
WisdmTr EM SmCap DGS Tactical: Managed Income: Equity 13.5% * * * * *   20.2% * * * * *
WisdomTree ex-US DLN Tactical: Managed Income: Equity 11.8% * * * * *   33.6% * * * * *
WisdmTr Intl SmCap DLS Tactical: Managed Income: Equity 17.7% * * * * *   21.6% * * * * *
iShares Select Dividend DVY Tactical: Managed Income: Equity 16.5% * * * * *   33.7% * * * * *
SPDR S&P Int'l DWX Tactical: Managed Income: Equity 14.0% * * * * *   17.5% * * * * *
iShares Hi Div Equity HDV Tactical: Managed Income: Equity 9.9% * * * * *   27.9% * * * * *
iShr Intl Select Dividend IDV Tactical: Managed Income: Equity 17.0% * * * * *   23.1% * * * * *
PowerShares Intl Div PID Tactical: Managed Income: Equity 16.9% * * * * *   23.6% * * * * *
SPDR S&P Dividend SDY Tactical: Managed Income: Equity 14.5% * * * * *   26.7% * * * * *
Vanguard Hi Div Yld ETF VYM Tactical: Managed Income: Equity 12.7% * * * * *   31.2% * * * * *
PwrSh Sr Loan Portfolio BKLN Tactical: Managed Income: Float Rate 2.1% * * * * *   10.1% * * * * *
Gugg Multi-Asset CVY Tactical: Managed Income: Multi 14.6% * * * * *   26.1% * * * * *
Barclays Conv Bond CWB Tactical: Managed Income: Multi 10.7% * * * * *   20.8% * * * * *
ETF: SPDR Inc Alloc INKM Tactical: Managed Income: Multi 11.0% * * * * *   20.2% * * * * *
iSh MultiAsset Income IYLD Tactical: Managed Income: Multi 8.9% * * * * *   15.3% * * * * *
FirstTrust Multi-Asset MDIV Tactical: Managed Income: Multi 9.6% * * * * *   22.2% * * * * *
iShr Preferred ETF PFF Tactical: Managed Income: Multi 11.1% * * * * *   22.5% * * * * *
PowerSh Preferred ETF PGX Tactical: Managed Income: Multi 14.2% * * * * *   24.7% * * * * *
First Trust Focus 5 FV Tactical: Managed Sector Rotation 22.8% * * * * *   37.7% * * * * *
S&P Aggressive AOA Tactical: Managed Risk-Driven 12.5% * * * * *   27.4% * * * * *
S&P Conservative AOK Tactical: Managed Risk-Driven 8.7% * * * * *   16.9% * * * * *
S&P Moderate AOM Tactical: Managed Risk-Driven 9.4% * * * * *   18.8% * * * * *
S&P Growth AOR Tactical: Managed Risk-Driven 10.8% * * * * *   23.0% * * * * *
Dreyfus Alpha I AVGRX Tactical: Managed Blended 5.1% * * * * *   12.5% * * * * *
Principal GlobMultiStrat PMSAX Tactical: Managed Blended 4.8% * * * * *   7.6% * * * * *
Hundredfold Select SFHYX Tactical: Managed Blended 6.5% * * * * *   9.9% * * * * *
UBS Global Alloc BPGLX Tactical: Managed Global Macro 10.4% * * * * *   22.3% * * * * *
DFA Select Hedged DSHGX Tactical: Managed Global Macro 12.1% * * * * *   33.5% * * * * *
GMO Benchm-Free GBMFX Tactical: Managed Global Macro 8.8% * * * * *   13.1% * * * * *
Leuthold Global GLBIX Tactical: Managed Global Macro 9.9% * * * * *   12.8% * * * * *
GMO Global Alloc GMWAX Tactical: Managed Global Macro 11.4% * * * * *   19.6% * * * * *
Ivy Asset Strategy IVAEX Tactical: Managed Global Macro 10.3% * * * * *   30.2% * * * * *
Leuthold Core LCORX Tactical: Managed Global Macro 9.8% * * * * *   19.4% * * * * *
Loomis Global Eq Y LSWWX Tactical: Managed Global Macro 14.2% * * * * *   31.7% * * * * *
BlackRock Global I MALOX Tactical: Managed Global Macro 10.5% * * * * *   21.9% * * * * *
MFS Global Tot Ret MFWIX Tactical: Managed Global Macro 11.6% * * * * *   20.4% * * * * *
PIMCO All-Asset PAUIX Tactical: Managed Global Macro 9.6% * * * * *   11.0% * * * * *
Thornburg Inv Income Y TIBIX Tactical: Managed Global Macro 10.7% * * * * *   27.5% * * * * *
VALIC Global Strat VGLSX Tactical: Managed Global Macro 11.4% * * * * *   27.3% * * * * *
MainStay Int'l Opp MYITX Tactical: Managed Hedged: 130-30 13.6% * * * * *   25.7% * * * * *
Absolute Strategies I ASFIX Tactical: Managed Hedged: Abs Return 7.1% * * * * *   -11.6% * * * * *
MFS Target Return A DVRAX Tactical: Managed Hedged: Abs Return 5.1% * * * * *   12.6% * * * * *
EatonVance GlobalMacro EIGMX Tactical: Managed Hedged: Abs Return 2.5% * * * * *   7.9% * * * * *
Natixis ASG Global GAFYX Tactical: Managed Hedged: Abs Return 7.0% * * * * *   5.2% * * * * *
Goldman Sachs Instl GARTX Tactical: Managed Hedged: Abs Return 4.6% * * * * *   10.2% * * * * *
Jhancock Global Abs Ret I JHAIX Tactical: Managed Hedged: Abs Return 6.9% * * * * *   8.1% * * * * *
Putnam Abs Ret 100 Y PARYX Tactical: Managed Hedged: Abs Return 2.3% * * * * *   3.6% * * * * *
Putnam Abs Ret 300 Y PYTRX Tactical: Managed Hedged: Abs Return 8.1% * * * * *   11.1% * * * * *
AQR Divers N ADANX Tactical: Managed Hedged: Arbitrage 2.7% * * * * *   6.1% * * * * *
Arbitrage I ARBNX Tactical: Managed Hedged: Arbitrage 4.0% * * * * *   7.2% * * * * *
BlackRock EmMkt A BLSAX Tactical: Managed Hedged: Long/Short 11.9% * * * * *   22.6% * * * * *
Robeco Long/Short I BPLSX Tactical: Managed Hedged: Long/Short 11.3% * * * * *   27.4% * * * * *
Diamond Hill Long-Short I DHLSX Tactical: Managed Hedged: Long/Short 8.4% * * * * *   18.3% * * * * *
MainStay Marketfield A MFADX Tactical: Managed Hedged: Long/Short 6.8% * * * * *   10.9% * * * * *
Aberdeen Long-Short A MLSAX Tactical: Managed Hedged: Long/Short 22.4% * * * * *   37.2% * * * * *
Calamos Market Neu Inc CVSIX Tactical: Managed Hedged: Mkt Neutral 4.7% * * * * *   3.9% * * * * *
Gabelli ABC AAA GABCX Tactical: Managed Hedged: Mkt Neutral 3.1% * * * * *   11.4% * * * * *
JPMorgan Mkt Neutral A JMNAX Tactical: Managed Hedged: Mkt Neutral 4.6% * * * * *   13.2% * * * * *
Vanguard Market Neutral VMNFX Tactical: Managed Hedged: Mkt Neutral 6.4% * * * * *   10.2% * * * * *
Fidelity Equity FEQTX Tactical: Managed Income: Equity 13.3% * * * * *   30.9% * * * * *
Fidelity Strategic FSDIX Tactical: Managed Income: Equity 10.8% * * * * *   27.6% * * * * *
Columbia Div Income LBSAX Tactical: Managed Income: Equity 10.8% * * * * *   29.5% * * * * *
Invesco Divers Dividend LCEIX Tactical: Managed Income: Equity 12.6% * * * * *   29.6% * * * * *
BlackRock Eq Dividend MDDVX Tactical: Managed Income: Equity 11.8% * * * * *   27.3% * * * * *
T. Rowe Equity Income PRFDX Tactical: Managed Income: Equity 13.1% * * * * *   31.0% * * * * *
Schwab Div Equity SWDSX Tactical: Managed Income: Equity 12.2% * * * * *   33.4% * * * * *
Vanguard Equity VEIPX Tactical: Managed Income: Equity 12.1% * * * * *   31.2% * * * * *
Lord Abbett Float Rate LFRAX Tactical: Managed Income: Float Rate 1.4% * * * * *   4.7% * * * * *
Calamos Global Growth CVLOX Tactical: Managed Income: Global 13.2% * * * * *   38.7% * * * * *
Loomis Global Eq A LGMAX Tactical: Managed Income: Global 14.2% * * * * *   31.3% * * * * *
Neuberger Berman Eq Inc NBHAX Tactical: Managed Income: Global 11.3% * * * * *   28.2% * * * * *
Thornburg Inv Income A TIBAX Tactical: Managed Income: Global 10.7% * * * * *   27.2% * * * * *
Am Century Target Date ARTOX Tactical: Managed Income: Multi 8.6% * * * * *   19.0% * * * * *
BlackRock Strat Inc Opp BASIX Tactical: Managed Income: Multi 5.0% * * * * *   5.3% * * * * *
Calamos Convertible A CCVIX Tactical: Managed Income: Multi 8.3% * * * * *   20.1% * * * * *
Invesco Convertible Y CNSDX Tactical: Managed Income: Multi 9.1% * * * * *   20.7% * * * * *
Fidelity Convertibles FCVSX Tactical: Managed Income: Multi 8.1% * * * * *   22.3% * * * * *
Goldman Sachs Strat Inc GSZAX Tactical: Managed Income: Multi 3.9% * * * * *   2.4% * * * * *
Inst: Forward Select KIFYX Tactical: Managed Income: Multi 11.9% * * * * *   27.4% * * * * *
Nuveen Preferred I NPSRX Tactical: Managed Income: Multi 6.2% * * * * *   13.0% * * * * *
Pimco Income P PONPX Tactical: Managed Income: Multi 6.0% * * * * *   5.4% * * * * *
Principal Preferred PPSIX Tactical: Managed Income: Multi 5.3% * * * * *   16.7% * * * * *
T. Rowe Global Bond PRSNX Tactical: Managed Income: Multi 5.9% * * * * *   7.8% * * * * *
T. Rowe Retire Balanced TRRIX Tactical: Managed Income: Multi 6.3% * * * * *   14.8% * * * * *
Vanguard LifeStrategy VASIX Tactical: Managed Income: Multi 8.0% * * * * *   14.5% * * * * *
Vanguard Target Retire VTINX Tactical: Managed Income: Multi 6.8% * * * * *   12.9% * * * * *
Vanguard Wellesley Adm VWIAX Tactical: Managed Income: Multi 9.2% * * * * *   18.4% * * * * *
Fidelity Muni FHIGX Tactical: Managed Income: Tax Exempt 7.7% * * * * *   7.6% * * * * *
Nuveen Amer Muni FLAAX Tactical: Managed Income: Tax Exempt 7.3% * * * * *   8.5% * * * * *
BlackRock Nat'l Muni MDNLX Tactical: Managed Income: Tax Exempt 5.5% * * * * *   4.7% * * * * *
T. Rowe Summit Muni PRINX Tactical: Managed Income: Tax Exempt 7.8% * * * * *   8.5% * * * * *
Vanguard LT Tax-Exempt VWLTX Tactical: Managed Income: Tax Exempt 8.8% * * * * *   8.4% * * * * *
Sound Mind Investing SMIFX Tactical: Managed Momentum 12.1% * * * * *   30.6% * * * * *
Grimaldi Sector NAVFX Tactical: Managed Sector Rotation 14.9% * * * * *   40.1% * * * * *
FundX Upgrader XCOR Tactical: Managed Momentum 18.6% * * * * *   41.0% * * * * *
Ibbotson Balanced BETFX Tactical: Managed Risk-Driven 9.9% * * * * *   23.8% * * * * *
Columbia Thermostat Z COTZX Tactical: Managed Risk-Driven 10.2% * * * * *   18.9% * * * * *
Dodge & Cox Balanced DODBX Tactical: Managed Risk-Driven 9.7% * * * * *   23.8% * * * * *
Fidelity Balanced FBALX Tactical: Managed Risk-Driven 10.8% * * * * *   30.2% * * * * *
Fidelity Puritan FPURX Tactical: Managed Risk-Driven 12.1% * * * * *   32.1% * * * * *
Janus Balanced JANBX Tactical: Managed Risk-Driven 10.9% * * * * *   29.0% * * * * *
Schwab Balanced SWOBX Tactical: Managed Risk-Driven 10.9% * * * * *   27.2% * * * * *
Vanguard Balanced VBIAX Tactical: Managed Risk-Driven 11.1% * * * * *   29.0% * * * * *
ValueLine AssetAlloc VLAAX Tactical: Managed Risk-Driven 13.4% * * * * *   26.7% * * * * *
Vanguard Wellesley Inv VWINX Tactical: Managed Risk-Driven 9.2% * * * * *   18.2% * * * * *
Vanguard LifeStrat Growth VASGX Tactical: Managed Risk-Driven 12.2% * * * * *   29.9% * * * * *
Vanguard Wellington Inv VWELX Tactical: Managed Risk-Driven 9.4% * * * * *   27.3% * * * * *
Vanguard STAR Inv VGSTX Tactical: Managed Risk-Driven 12.1% * * * * *   26.3% * * * * *
FPA Crescent FPACX Tactical: Managed Risk-Driven 8.5% * * * * *   21.9% * * * * *
WF Asset Allocation WFAIX Tactical: Managed Risk-Driven 11.7% * * * * *   30.2% * * * * *
Berkshire Hathaway Inc BRK.A Tactical: Managed Global Macro 21.1% * * * * *   30.7% * * * * *