All Portfolios, ranked by Standard Deviation

for period ending April 30, 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.

 
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 7.1% * * * * *   -1.4% * * * * *
S&P 500 SPY Benchmark Benchmark 17.5% * * * * *   22.4% * * * * *
Strategic 50-50 s.5050 Strategic: DIY Balanced 11.7% * * * * *   10.0% * * * * *
Strategic 60-40 Portfolio s.6040 Strategic: DIY Balanced 12.9% * * * * *   12.4% * * * * *
7Twelve Israelson s.712 Strategic: DIY Balanced 12.3% * * * * *   7.2% * * * * *
Couch Potato: Scott Burns s.couc Strategic: DIY Balanced 10.5% * * * * *   10.0% * * * * *
Ben Graham 50-50 s.grah Strategic: DIY Balanced 11.5% * * * * *   5.9% * * * * *
Safe Haven Portfolio s.have Strategic: DIY Balanced 10.7% * * * * *   2.7% * * * * *
Six Ways from Sunday s.lazy Strategic: DIY Balanced 12.9% * * * * *   6.5% * * * * *
ETF Moderate s.mode Strategic: DIY Balanced 13.1% * * * * *   8.1% * * * * *
David Swensen inspired s.swen Strategic: DIY Balanced 15.4% * * * * *   5.6% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Strategic: DIY Balanced 11.5% * * * * *   5.2% * * * * *
Lazy: Coffeehouse s.coff Strategic: DIY Balanced 13.8% * * * * *   6.4% * * * * *
Lazy: Margaritaville s.marg Strategic: DIY Balanced 12.1% * * * * *   9.5% * * * * *
Lazy: Smart Money s.smar Strategic: DIY Balanced 11.6% * * * * *   9.3% * * * * *
Strategic 70-30 Portfolio s.7030 Strategic: DIY High Equity 14.2% * * * * *   14.9% * * * * *
Strategic 80-20 Portfolio s.8020 Strategic: DIY High Equity 15.5% * * * * *   17.3% * * * * *
ETF Aggressive s.aggr Strategic: DIY High Equity 16.1% * * * * *   11.8% * * * * *
Ben Stein inspired s.bens Strategic: DIY High Equity 12.9% * * * * *   12.5% * * * * *
Low Volatility Portfolio s.lowv Strategic: DIY High Equity 5.8% * * * * *   4.5% * * * * *
Lazy: Aronson s.aron Strategic: DIY High Equity 14.8% * * * * *   9.3% * * * * *
Lazy: No Brainer s.nobr Strategic: DIY High Equity 15.6% * * * * *   11.0% * * * * *
Lazy: Second Grader s.seco Strategic: DIY High Equity 16.0% * * * * *   16.5% * * * * *
Lazy: Yale Unconventional s.yale Strategic: DIY High Equity 15.4% * * * * *   5.5% * * * * *
Harry Browne inspired s.brow Strategic: DIY Low Equity 9.9% * * * * *   5.9% * * * * *
Ray Dalio inspired s.dali Strategic: DIY Low Equity 8.9% * * * * *   4.3% * * * * *
Ivy Portfolio s.ivyp Strategic: DIY Low Equity 12.2% * * * * *   6.0% * * * * *
No Equity Portfolio s.noeq Strategic: DIY Low Equity 14.6% * * * * *   -0.0% * * * * *
Permanent Plus s.plus Strategic: DIY Low Equity 13.1% * * * * *   9.8% * * * * *
Black Swan Hyperinflation s.swan Strategic: DIY Low Equity 12.2% * * * * *   7.6% * * * * *
Talmud Dividend Equities s.talm Strategic: DIY Low Equity 14.7% * * * * *   7.1% * * * * *
Worst Case Scenario s.wors Strategic: DIY Low Equity 4.2% * * * * *   -3.6% * * * * *
Talmud with Blue Chip s.talc Strategic: DIY Low Equity 13.4% * * * * *   3.9% * * * * *
Talmud Broad Market s.talb Strategic: DIY Low Equity 15.1% * * * * *   6.6% * * * * *
Talmud with Small Cap s.tals Strategic: DIY Low Equity 15.8% * * * * *   5.4% * * * * *
Talmud Equities and Gold s.talg Strategic: DIY Low Equity 15.0% * * * * *   12.4% * * * * *
S&P 500 Equal Weight RSP Tactical: Managed Equal Weight 20.2% * * * * *   12.9% * * * * *
Permanent Portfolio PRPFX Tactical: Managed Low Equity 9.7% * * * * *   15.9% * * * * *
Adaptive Allocation A t.aaaa Tactical: DIY Adaptive 12.7% * * * * *   17.3% * * * * *
Adaptive Allocation B t.aaab Tactical: DIY Adaptive 12.1% * * * * *   10.7% * * * * *
Adaptive Allocation C t.aaac Tactical: DIY Adaptive 12.3% * * * * *   9.5% * * * * *
Adaptive Allocation D t.aaad Tactical: DIY Adaptive 10.7% * * * * *   6.4% * * * * *
Adaptive Allocation E t.aaae Tactical: DIY Adaptive 14.8% * * * * *   14.8% * * * * *
Adaptive Allocation F t.aaaf Tactical: DIY Adaptive 11.4% * * * * *   15.8% * * * * *
Minimum Correlation t.coco Tactical: DIY Correlation 14.7% * * * * *   8.1% * * * * *
Maximum Diversification t.mdiv Tactical: DIY Diversification 13.6% * * * * *   8.3% * * * * *
Equal Weight With Cluster t.dist Tactical: DIY Correlation 14.7% * * * * *   5.2% * * * * *
Minimum Mean Abs Deviation t.madm Tactical: DIY Risk-Driven 11.9% * * * * *   12.6% * * * * *
Minimum Variance A t.mvar Tactical: DIY Risk-Driven 12.4% * * * * *   14.4% * * * * *
Risk Parity Portfolio A t.rpba Tactical: DIY Risk-Driven 15.4% * * * * *   11.5% * * * * *
Maximum Sortino Portfolio t.sort Tactical: DIY Risk/Reward 10.9% * * * * *   8.8% * * * * *
Equal Weight Portfolio t.eqwt Tactical: DIY Equal Weight 16.2% * * * * *   10.2% * * * * *
Faber Rel Strength: Top 1 t.frs1 Tactical: DIY Momentum 13.1% * * * * *   6.3% * * * * *
Faber Rel Strength: Top 2 t.frs2 Tactical: DIY Momentum 12.3% * * * * *   3.4% * * * * *
Faber Rel Strength: Top 3 t.frs3 Tactical: DIY Momentum 11.4% * * * * *   4.5% * * * * *
Faber Rel Strength: Top 4 t.frs4 Tactical: DIY Momentum 8.4% * * * * *   2.9% * * * * *
Pure Momentum t.pure Tactical: DIY Momentum 21.4% * * * * *   20.8% * * * * *
Quartile Sector Rotation t.srqr Tactical: DIY Sector Rotation 137.2% * * * * *   168.1% * * * * *
Rel Strength Sector Rotatn t.srrs Tactical: DIY Sector Rotation 14.6% * * * * *   11.7% * * * * *
Top 5 Sector Rotation t.srt5 Tactical: DIY Sector Rotation 23.0% * * * * *   22.3% * * * * *
Top 3 Sector Rotation t.srt3 Tactical: DIY Sector Rotation 23.0% * * * * *   21.9% * * * * *
Minimum CdaR t.cdar Tactical: DIY Risk-Driven 14.6% * * * * *   12.8% * * * * *
Minimum CvaR t.cvar Tactical: DIY Risk-Driven 12.7% * * * * *   14.8% * * * * *
Equal Risk Contribution t.eqrc Tactical: DIY Risk-Driven 14.2% * * * * *   7.9% * * * * *
Minimum Drawdown t.loss Tactical: DIY Risk-Driven 11.5% * * * * *   12.1% * * * * *
Minimum Downside MAD t.madd Tactical: DIY Risk-Driven 11.9% * * * * *   12.6% * * * * *
Minimum Correlation A t.mca1 Tactical: DIY Risk-Driven 12.9% * * * * *   4.5% * * * * *
Minimum Correlation B t.mca2 Tactical: DIY Risk-Driven 14.0% * * * * *   7.7% * * * * *
Minimum Variance B t.mva2 Tactical: DIY Risk-Driven 12.1% * * * * *   6.3% * * * * *
Minimum Variance C t.mva3 Tactical: DIY Risk-Driven 12.6% * * * * *   11.1% * * * * *
Min Downside Deviation t.risd Tactical: DIY Risk-Driven 11.7% * * * * *   11.6% * * * * *
Risk Parity With Cluster t.rpcl Tactical: DIY Risk-Driven 13.9% * * * * *   6.2% * * * * *
Risk Parity Portfolio B t.rsop Tactical: DIY Risk-Driven 15.5% * * * * *   11.2% * * * * *
Target Return 12% t.tret Tactical: DIY Risk-Driven 10.2% * * * * *   5.0% * * * * *
Target Risk 10% t.tris Tactical: DIY Risk-Driven 9.5% * * * * *   6.8% * * * * *
Maximum Sharpe Portfolio t.shar Tactical: DIY Risk/Reward 10.2% * * * * *   7.4% * * * * *
Target Return Post-Modern t.trdd Tactical: DIY Target Return 9.6% * * * * *   3.2% * * * * *
Active Combined Asset t.acap Tactical: DIY Momentum 14.1% * * * * *   6.4% * * * * *
Quarterly Asset Rotation t.qaro Tactical: DIY Momentum 15.8% * * * * *   10.3% * * * * *
Defensive Bond t.dbnd Tactical: DIY Momentum 9.6% * * * * *   4.3% * * * * *
Dynamic Harry Browne t.dyhb Tactical: DIY Momentum 6.6% * * * * *   10.9% * * * * *
Hedge Replication HDG Tactical: Managed Blended 4.9% * * * * *   5.7% * * * * *
DWA Tech Leaders PDP Tactical: Managed Blended 24.1% * * * * *   23.4% * * * * *
iSh Global Energy PWC Tactical: Managed Blended 19.6% * * * * *   20.0% * * * * *
IQ Hedge Multi-Strat QAI Tactical: Managed Blended 5.7% * * * * *   8.2% * * * * *
ProShares Lg Cap CSM Tactical: Managed Hedged: 130-30 19.1% * * * * *   22.2% * * * * *
MultiAsset ETF RLY Tactical: Managed Hedged: Abs Return 13.0% * * * * *   4.0% * * * * *
IQ Merger Arbitrage MNA Tactical: Managed Hedged: Arbitrage 3.6% * * * * *   -1.4% * * * * *
QuantSh AntiBeta BTAL Tactical: Managed Hedged: Mkt Neutral 20.2% * * * * *   -3.6% * * * * *
WisdmTr EM HiYld DEM Tactical: Managed Income: Equity 15.3% * * * * *   16.3% * * * * *
WisdmTr EM SmCap DGS Tactical: Managed Income: Equity 16.7% * * * * *   15.5% * * * * *
WisdomTree ex-US DLN Tactical: Managed Income: Equity 15.0% * * * * *   13.0% * * * * *
WisdmTr Intl SmCap DLS Tactical: Managed Income: Equity 16.3% * * * * *   7.0% * * * * *
iShares Select Dividend DVY Tactical: Managed Income: Equity 17.9% * * * * *   5.6% * * * * *
SPDR S&P Int'l DWX Tactical: Managed Income: Equity 11.4% * * * * *   0.5% * * * * *
iShares Hi Div Equity HDV Tactical: Managed Income: Equity 12.6% * * * * *   8.8% * * * * *
iShr Intl Select Dividend IDV Tactical: Managed Income: Equity 15.3% * * * * *   5.9% * * * * *
PowerShares Intl Div PID Tactical: Managed Income: Equity 15.9% * * * * *   1.1% * * * * *
SPDR S&P Dividend SDY Tactical: Managed Income: Equity 16.5% * * * * *   6.0% * * * * *
Vanguard Hi Div Yld ETF VYM Tactical: Managed Income: Equity 16.2% * * * * *   12.5% * * * * *
PwrSh Sr Loan Portfolio BKLN Tactical: Managed Income: Float Rate 3.7% * * * * *   10.1% * * * * *
Gugg Multi-Asset CVY Tactical: Managed Income: Multi 18.8% * * * * *   21.0% * * * * *
Barclays Conv Bond CWB Tactical: Managed Income: Multi 13.3% * * * * *   8.6% * * * * *
ETF: SPDR Inc Alloc INKM Tactical: Managed Income: Multi 11.8% * * * * *   4.0% * * * * *
iSh MultiAsset Income IYLD Tactical: Managed Income: Multi 9.5% * * * * *   7.9% * * * * *
FirstTrust Multi-Asset MDIV Tactical: Managed Income: Multi 12.3% * * * * *   13.2% * * * * *
iShr Preferred ETF PFF Tactical: Managed Income: Multi 11.9% * * * * *   5.3% * * * * *
PowerSh Preferred ETF PGX Tactical: Managed Income: Multi 14.1% * * * * *   3.6% * * * * *
First Trust Focus 5 FV Tactical: Managed Sector Rotation 27.1% * * * * *   21.7% * * * * *
S&P Aggressive AOA Tactical: Managed Risk-Driven 14.2% * * * * *   13.0% * * * * *
S&P Conservative AOK Tactical: Managed Risk-Driven 8.9% * * * * *   4.6% * * * * *
S&P Moderate AOM Tactical: Managed Risk-Driven 9.9% * * * * *   6.5% * * * * *
S&P Growth AOR Tactical: Managed Risk-Driven 11.9% * * * * *   9.5% * * * * *
Dreyfus Alpha I AVGRX Tactical: Managed Blended 6.2% * * * * *   9.9% * * * * *
Principal GlobMultiStrat PMSAX Tactical: Managed Blended 5.3% * * * * *   6.3% * * * * *
Hundredfold Select SFHYX Tactical: Managed Blended 6.7% * * * * *   6.3% * * * * *
UBS Global Alloc BPGLX Tactical: Managed Global Macro 12.4% * * * * *   9.6% * * * * *
DFA Select Hedged DSHGX Tactical: Managed Global Macro 16.1% * * * * *   19.6% * * * * *
GMO Benchm-Free GBMFX Tactical: Managed Global Macro 9.8% * * * * *   11.1% * * * * *
Leuthold Global GLBIX Tactical: Managed Global Macro 10.0% * * * * *   6.5% * * * * *
GMO Global Alloc GMWAX Tactical: Managed Global Macro 12.2% * * * * *   11.5% * * * * *
Ivy Asset Strategy IVAEX Tactical: Managed Global Macro 13.2% * * * * *   16.5% * * * * *
Leuthold Core LCORX Tactical: Managed Global Macro 10.7% * * * * *   12.7% * * * * *
Loomis Global Eq Y LSWWX Tactical: Managed Global Macro 16.3% * * * * *   17.7% * * * * *
BlackRock Global I MALOX Tactical: Managed Global Macro 11.7% * * * * *   8.6% * * * * *
MFS Global Tot Ret MFWIX Tactical: Managed Global Macro 12.1% * * * * *   5.7% * * * * *
PIMCO All-Asset PAUIX Tactical: Managed Global Macro 9.7% * * * * *   -1.6% * * * * *
Thornburg Inv Income Y TIBIX Tactical: Managed Global Macro 12.7% * * * * *   14.8% * * * * *
VALIC Global Strat VGLSX Tactical: Managed Global Macro 13.0% * * * * *   14.3% * * * * *
MainStay Int'l Opp MYITX Tactical: Managed Hedged: 130-30 15.2% * * * * *   9.3% * * * * *
Absolute Strategies I ASFIX Tactical: Managed Hedged: Abs Return 6.6% * * * * *   -4.8% * * * * *
MFS Target Return A DVRAX Tactical: Managed Hedged: Abs Return 5.3% * * * * *   9.5% * * * * *
EatonVance GlobalMacro EIGMX Tactical: Managed Hedged: Abs Return 2.8% * * * * *   5.8% * * * * *
Natixis ASG Global GAFYX Tactical: Managed Hedged: Abs Return 6.9% * * * * *   2.2% * * * * *
Goldman Sachs Instl GARTX Tactical: Managed Hedged: Abs Return 5.6% * * * * *   6.7% * * * * *
Jhancock Global Abs Ret I JHAIX Tactical: Managed Hedged: Abs Return 5.6% * * * * *   -1.3% * * * * *
Putnam Abs Ret 100 Y PARYX Tactical: Managed Hedged: Abs Return 2.1% * * * * *   0.6% * * * * *
Putnam Abs Ret 300 Y PYTRX Tactical: Managed Hedged: Abs Return 7.4% * * * * *   -1.4% * * * * *
AQR Divers N ADANX Tactical: Managed Hedged: Arbitrage 3.4% * * * * *   4.0% * * * * *
Arbitrage I ARBNX Tactical: Managed Hedged: Arbitrage 5.0% * * * * *   5.2% * * * * *
BlackRock EmMkt A BLSAX Tactical: Managed Hedged: Long/Short 15.3% * * * * *   8.9% * * * * *
Robeco Long/Short I BPLSX Tactical: Managed Hedged: Long/Short 11.9% * * * * *   15.7% * * * * *
Diamond Hill Long-Short I DHLSX Tactical: Managed Hedged: Long/Short 9.7% * * * * *   15.3% * * * * *
KCM MacroTrends KCMTX Tactical: Managed Hedged: Long/Short 10.9% * * * * *   15.8% * * * * *
MainStay Marketfield A MFADX Tactical: Managed Hedged: Long/Short 9.9% * * * * *   9.3% * * * * *
Aberdeen Long-Short A MLSAX Tactical: Managed Hedged: Long/Short 25.0% * * * * *   13.0% * * * * *
Calamos Market Neu Inc CVSIX Tactical: Managed Hedged: Mkt Neutral 4.7% * * * * *   2.0% * * * * *
Gabelli ABC AAA GABCX Tactical: Managed Hedged: Mkt Neutral 3.9% * * * * *   6.4% * * * * *
JPMorgan Mkt Neutral A JMNAX Tactical: Managed Hedged: Mkt Neutral 4.4% * * * * *   10.7% * * * * *
Vanguard Market Neutral VMNFX Tactical: Managed Hedged: Mkt Neutral 6.4% * * * * *   22.5% * * * * *
Fidelity Equity FEQTX Tactical: Managed Income: Equity 15.5% * * * * *   14.2% * * * * *
Fidelity Strategic FSDIX Tactical: Managed Income: Equity 12.6% * * * * *   8.9% * * * * *
Columbia Div Income LBSAX Tactical: Managed Income: Equity 14.5% * * * * *   15.3% * * * * *
Invesco Divers Dividend LCEIX Tactical: Managed Income: Equity 16.1% * * * * *   11.9% * * * * *
BlackRock Eq Dividend MDDVX Tactical: Managed Income: Equity 14.9% * * * * *   14.4% * * * * *
T. Rowe Equity Income PRFDX Tactical: Managed Income: Equity 17.6% * * * * *   15.0% * * * * *
Schwab Div Equity SWDSX Tactical: Managed Income: Equity 14.4% * * * * *   8.7% * * * * *
Vanguard Equity VEIPX Tactical: Managed Income: Equity 16.1% * * * * *   14.0% * * * * *
Lord Abbett Float Rate LFRAX Tactical: Managed Income: Float Rate 2.5% * * * * *   2.9% * * * * *
Calamos Global Growth CVLOX Tactical: Managed Income: Global 15.1% * * * * *   19.9% * * * * *
Loomis Global Eq A LGMAX Tactical: Managed Income: Global 16.2% * * * * *   17.4% * * * * *
Neuberger Berman Eq Inc NBHAX Tactical: Managed Income: Global 15.2% * * * * *   10.1% * * * * *
Thornburg Inv Income A TIBAX Tactical: Managed Income: Global 12.6% * * * * *   14.5% * * * * *
Am Century Target Date ARTOX Tactical: Managed Income: Multi 9.4% * * * * *   6.3% * * * * *
BlackRock Strat Inc Opp BASIX Tactical: Managed Income: Multi 4.6% * * * * *   -0.3% * * * * *
Calamos Convertible A CCVIX Tactical: Managed Income: Multi 12.3% * * * * *   7.8% * * * * *
Invesco Convertible Y CNSDX Tactical: Managed Income: Multi 11.0% * * * * *   5.5% * * * * *
Fidelity Convertibles FCVSX Tactical: Managed Income: Multi 10.7% * * * * *   9.5% * * * * *
Goldman Sachs Strat Inc GSZAX Tactical: Managed Income: Multi 3.6% * * * * *   4.5% * * * * *
Inst: Forward Select KIFYX Tactical: Managed Income: Multi 12.3% * * * * *   4.1% * * * * *
Nuveen Preferred I NPSRX Tactical: Managed Income: Multi 7.0% * * * * *   6.9% * * * * *
Pimco Income P PONPX Tactical: Managed Income: Multi 5.8% * * * * *   -1.0% * * * * *
Principal Preferred PPSIX Tactical: Managed Income: Multi 6.3% * * * * *   9.5% * * * * *
T. Rowe Global Bond PRSNX Tactical: Managed Income: Multi 6.2% * * * * *   2.1% * * * * *
T. Rowe Retire Balanced TRRIX Tactical: Managed Income: Multi 7.5% * * * * *   4.8% * * * * *
Vanguard LifeStrategy VASIX Tactical: Managed Income: Multi 7.9% * * * * *   2.4% * * * * *
Vanguard Target Retire VTINX Tactical: Managed Income: Multi 7.0% * * * * *   2.4% * * * * *
Vanguard Wellesley Adm VWIAX Tactical: Managed Income: Multi 9.9% * * * * *   4.1% * * * * *
Fidelity Muni FHIGX Tactical: Managed Income: Tax Exempt 8.1% * * * * *   -0.7% * * * * *
Nuveen Amer Muni FLAAX Tactical: Managed Income: Tax Exempt 7.9% * * * * *   -0.4% * * * * *
BlackRock Nat'l Muni MDNLX Tactical: Managed Income: Tax Exempt 5.9% * * * * *   -0.9% * * * * *
T. Rowe Summit Muni PRINX Tactical: Managed Income: Tax Exempt 8.3% * * * * *   -0.1% * * * * *
Vanguard LT Tax-Exempt VWLTX Tactical: Managed Income: Tax Exempt 9.2% * * * * *   -0.8% * * * * *
Sound Mind Investing SMIFX Tactical: Managed Momentum 13.2% * * * * *   8.6% * * * * *
Grimaldi Sector NAVFX Tactical: Managed Sector Rotation 18.1% * * * * *   23.2% * * * * *
FundX Upgrader XCOR Tactical: Managed Momentum 19.0% * * * * *   21.8% * * * * *
Ibbotson Balanced BETFX Tactical: Managed Risk-Driven 11.8% * * * * *   10.1% * * * * *
Columbia Thermostat Z COTZX Tactical: Managed Risk-Driven 9.6% * * * * *   3.3% * * * * *
Dodge & Cox Balanced DODBX Tactical: Managed Risk-Driven 12.2% * * * * *   12.9% * * * * *
Fidelity Balanced FBALX Tactical: Managed Risk-Driven 13.1% * * * * *   15.2% * * * * *
Fidelity Puritan FPURX Tactical: Managed Risk-Driven 14.2% * * * * *   19.6% * * * * *
Janus Balanced JANBX Tactical: Managed Risk-Driven 12.3% * * * * *   11.2% * * * * *
Schwab Balanced SWOBX Tactical: Managed Risk-Driven 12.5% * * * * *   12.9% * * * * *
Vanguard Balanced VBIAX Tactical: Managed Risk-Driven 13.0% * * * * *   13.4% * * * * *
ValueLine AssetAlloc VLAAX Tactical: Managed Risk-Driven 13.6% * * * * *   13.9% * * * * *
Vanguard Wellesley Inv VWINX Tactical: Managed Risk-Driven 9.9% * * * * *   4.0% * * * * *
Vanguard LifeStrat Growth VASGX Tactical: Managed Risk-Driven 14.5% * * * * *   14.2% * * * * *
Vanguard Wellington Inv VWELX Tactical: Managed Risk-Driven 11.2% * * * * *   12.1% * * * * *
Vanguard STAR Inv VGSTX Tactical: Managed Risk-Driven 13.8% * * * * *   10.3% * * * * *
FPA Crescent FPACX Tactical: Managed Risk-Driven 10.6% * * * * *   13.4% * * * * *
WF Asset Allocation WFAIX Tactical: Managed Risk-Driven 13.1% * * * * *   12.7% * * * * *
Berkshire Hathaway Inc BRK.A Tactical: Managed Global Macro 17.0% * * * * *   19.2% * * * * *