All Portfolios, ranked by Total Return

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

Total Return is the total annual return over the last 1, 3, 5, 10, 15, and 20-year periods.

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.
        Total Return   Downside Deviation
Recipe Name ID Peer Group Category YTD Aug 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 10.5% 1.8% 16.5% * * * * *   6.2% * * * * *
Strategic 60-40 Portfolio s.6040 Strategic: DIY Balanced 12.1% 1.9% 18.4% * * * * *   6.7% * * * * *
7Twelve Israelson s.712 Strategic: DIY Balanced 7.8% 1.1% 12.3% * * * * *   5.8% * * * * *
Couch Potato: Scott Burns s.couc Strategic: DIY Balanced 10.6% 1.5% 15.8% * * * * *   5.5% * * * * *
Ben Graham 50-50 s.grah Strategic: DIY Balanced 8.5% 2.0% 14.5% * * * * *   5.4% * * * * *
Safe Haven Portfolio s.have Strategic: DIY Balanced 13.5% 3.2% 18.3% * * * * *   5.7% * * * * *
Six Ways from Sunday s.lazy Strategic: DIY Balanced 8.8% 1.9% 13.7% * * * * *   6.5% * * * * *
ETF Moderate s.mode Strategic: DIY Balanced 9.5% 1.6% 15.7% * * * * *   6.6% * * * * *
David Swensen inspired s.swen Strategic: DIY Balanced 10.1% 2.6% 17.0% * * * * *   8.9% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Strategic: DIY Balanced 7.6% 1.7% 12.8% * * * * *   5.9% * * * * *
Lazy: Coffeehouse s.coff Strategic: DIY Balanced 8.4% 1.8% 14.7% * * * * *   7.5% * * * * *
Lazy: Margaritaville s.marg Strategic: DIY Balanced 11.2% 1.8% 16.8% * * * * *   6.0% * * * * *
Lazy: Smart Money s.smar Strategic: DIY Balanced 9.2% 1.5% 15.0% * * * * *   5.6% * * * * *
Strategic 70-30 Portfolio s.7030 Strategic: DIY High Equity 13.6% 1.9% 20.3% * * * * *   7.2% * * * * *
Strategic 80-20 Portfolio s.8020 Strategic: DIY High Equity 15.1% 2.0% 22.3% * * * * *   7.7% * * * * *
ETF Aggressive s.aggr Strategic: DIY High Equity 10.5% 1.5% 16.5% * * * * *   7.3% * * * * *
Ben Stein inspired s.bens Strategic: DIY High Equity 12.4% 2.0% 18.4% * * * * *   5.7% * * * * *
Low Volatility Portfolio s.lowv Strategic: DIY High Equity 11.3% 3.2% 15.3% * * * * *   1.9% * * * * *
Lazy: Aronson s.aron Strategic: DIY High Equity 9.5% 1.4% 15.8% * * * * *   7.7% * * * * *
Lazy: No Brainer s.nobr Strategic: DIY High Equity 11.4% 1.8% 18.3% * * * * *   7.9% * * * * *
Lazy: Second Grader s.seco Strategic: DIY High Equity 15.1% 2.1% 22.5% * * * * *   7.5% * * * * *
Lazy: Yale Unconventional s.yale Strategic: DIY High Equity 10.0% 2.6% 16.9% * * * * *   8.9% * * * * *
Harry Browne inspired s.brow Strategic: DIY Low Equity 10.4% 1.8% 16.0% * * * * *   5.6% * * * * *
Ray Dalio inspired s.dali Strategic: DIY Low Equity 6.7% 1.3% 11.1% * * * * *   4.8% * * * * *
Ivy Portfolio s.ivyp Strategic: DIY Low Equity 8.5% 1.8% 13.0% * * * * *   6.2% * * * * *
No Equity Portfolio s.noeq Strategic: DIY Low Equity 10.2% 3.1% 17.8% * * * * *   9.7% * * * * *
Permanent Plus s.plus Strategic: DIY Low Equity 13.8% 2.1% 21.0% * * * * *   7.9% * * * * *
Black Swan Hyperinflation s.swan Strategic: DIY Low Equity 7.6% -0.8% 7.4% * * * * *   3.5% * * * * *
Talmud Dividend Equities s.talm Strategic: DIY Low Equity 14.9% 3.7% 22.9% * * * * *   8.1% * * * * *
Worst Case Scenario s.wors Strategic: DIY Low Equity 3.8% 0.5% 4.0% * * * * *   1.3% * * * * *
Talmud with Blue Chip s.talc Strategic: DIY Low Equity 8.3% 2.8% 16.4% * * * * *   7.7% * * * * *
Talmud Broad Market s.talb Strategic: DIY Low Equity 10.5% 2.9% 18.0% * * * * *   8.8% * * * * *
Talmud with Small Cap s.tals Strategic: DIY Low Equity 8.0% 1.5% 15.3% * * * * *   9.3% * * * * *
Talmud Equities and Gold s.talg Strategic: DIY Low Equity 16.6% 3.1% 25.6% * * * * *   8.3% * * * * *
S&P 500 Equal Weight RSP Tactical: Managed Equal Weight 12.4% 2.5% 19.2% * * * * *   9.7% * * * * *
Permanent Portfolio PRPFX Tactical: Managed Low Equity 15.3% 2.0% 20.3% * * * * *   3.7% * * * * *
Adaptive Allocation A t.aaaa Tactical: DIY Adaptive 13.6% 2.7% 22.9% * * * * *   5.3% * * * * *
Adaptive Allocation B t.aaab Tactical: DIY Adaptive 13.2% 1.8% 16.0% * * * * *   5.1% * * * * *
Adaptive Allocation C t.aaac Tactical: DIY Adaptive 13.3% 1.8% 16.2% * * * * *   5.2% * * * * *
Adaptive Allocation D t.aaad Tactical: DIY Adaptive 8.6% 2.3% 8.0% * * * * *   6.5% * * * * *
Adaptive Allocation E t.aaae Tactical: DIY Adaptive 12.4% 2.1% 18.1% * * * * *   6.1% * * * * *
Adaptive Allocation F t.aaaf Tactical: DIY Adaptive 21.4% 3.7% 28.7% * * * * *   6.2% * * * * *
Minimum Correlation t.coco Tactical: DIY Correlation 14.5% 2.2% 20.1% * * * * *   8.3% * * * * *
Maximum Diversification t.mdiv Tactical: DIY Diversification 14.5% 2.2% 20.1% * * * * *   7.9% * * * * *
Equal Weight With Cluster t.dist Tactical: DIY Correlation 11.5% 2.1% 19.0% * * * * *   8.2% * * * * *
Minimum Mean Abs Deviation t.madm Tactical: DIY Risk-Driven 16.4% 2.4% 23.8% * * * * *   6.9% * * * * *
Minimum Variance A t.mvar Tactical: DIY Risk-Driven 17.7% 2.3% 25.8% * * * * *   6.8% * * * * *
Risk Parity Portfolio A t.rpba Tactical: DIY Risk-Driven 13.7% 2.1% 21.2% * * * * *   7.8% * * * * *
Maximum Sortino Portfolio t.sort Tactical: DIY Risk/Reward 11.6% 2.5% 8.6% * * * * *   6.7% * * * * *
Equal Weight Portfolio t.eqwt Tactical: DIY Equal Weight 12.4% 1.9% 20.0% * * * * *   8.5% * * * * *
Faber Rel Strength: Top 1 t.frs1 Tactical: DIY Momentum 19.3% 2.3% 17.5% * * * * *   7.7% * * * * *
Faber Rel Strength: Top 2 t.frs2 Tactical: DIY Momentum 14.1% 3.8% 11.7% * * * * *   6.9% * * * * *
Faber Rel Strength: Top 3 t.frs3 Tactical: DIY Momentum 12.1% 3.6% 15.1% * * * * *   6.7% * * * * *
Faber Rel Strength: Top 4 t.frs4 Tactical: DIY Momentum 8.9% 3.0% 11.8% * * * * *   4.5% * * * * *
Pure Momentum t.pure Tactical: DIY Momentum -1.8% -1.7% 5.0% * * * * *   10.0% * * * * *
Quartile Sector Rotation t.srqr Tactical: DIY Sector Rotation 93.0% -1.3% 120.0% * * * * *   45.2% * * * * *
Rel Strength Sector Rotatn t.srrs Tactical: DIY Sector Rotation 15.7% 2.7% 17.2% * * * * *   6.5% * * * * *
Top 5 Sector Rotation t.srt5 Tactical: DIY Sector Rotation 22.1% 1.6% 30.3% * * * * *   11.8% * * * * *
Top 3 Sector Rotation t.srt3 Tactical: DIY Sector Rotation 22.1% 0.6% 13.2% * * * * *   12.9% * * * * *
Minimum CdaR t.cdar Tactical: DIY Risk-Driven 9.1% 2.8% 22.0% * * * * *   8.4% * * * * *
Minimum CvaR t.cvar Tactical: DIY Risk-Driven 19.9% 3.0% 28.5% * * * * *   6.2% * * * * *
Equal Risk Contribution t.eqrc Tactical: DIY Risk-Driven 12.9% 2.1% 19.2% * * * * *   7.9% * * * * *
Minimum Drawdown t.loss Tactical: DIY Risk-Driven 19.7% 3.4% 27.0% * * * * *   6.4% * * * * *
Minimum Downside MAD t.madd Tactical: DIY Risk-Driven 16.4% 2.4% 23.8% * * * * *   6.9% * * * * *
Minimum Correlation A t.mca1 Tactical: DIY Risk-Driven 11.9% 2.2% 17.0% * * * * *   8.0% * * * * *
Minimum Correlation B t.mca2 Tactical: DIY Risk-Driven 13.0% 2.1% 19.4% * * * * *   7.8% * * * * *
Minimum Variance B t.mva2 Tactical: DIY Risk-Driven 12.8% 2.4% 18.7% * * * * *   7.5% * * * * *
Minimum Variance C t.mva3 Tactical: DIY Risk-Driven 15.9% 2.6% 23.0% * * * * *   7.0% * * * * *
Min Downside Deviation t.risd Tactical: DIY Risk-Driven 16.5% 2.5% 23.4% * * * * *   6.7% * * * * *
Risk Parity With Cluster t.rpcl Tactical: DIY Risk-Driven 12.8% 2.2% 19.4% * * * * *   7.7% * * * * *
Risk Parity Portfolio B t.rsop Tactical: DIY Risk-Driven 13.4% 2.1% 20.9% * * * * *   7.9% * * * * *
Target Return 12% t.tret Tactical: DIY Risk-Driven 17.7% 2.3% 15.7% * * * * *   6.4% * * * * *
Target Risk 10% t.tris Tactical: DIY Risk-Driven 15.6% 2.4% 15.4% * * * * *   5.9% * * * * *
Maximum Sharpe Portfolio t.shar Tactical: DIY Risk/Reward 13.1% 3.3% 10.4% * * * * *   6.6% * * * * *
Target Return Post-Modern t.trdd Tactical: DIY Target Return 15.8% 2.4% 13.3% * * * * *   6.5% * * * * *
Active Combined Asset t.acap Tactical: DIY Momentum 17.0% 3.2% 19.1% * * * * *   8.6% * * * * *
Quarterly Asset Rotation t.qaro Tactical: DIY Momentum 15.6% 1.5% 23.5% * * * * *   7.3% * * * * *
Defensive Bond t.dbnd Tactical: DIY Momentum 5.9% 0.1% 12.1% * * * * *   4.3% * * * * *
Dynamic Harry Browne t.dyhb Tactical: DIY Momentum 9.8% 2.1% 13.0% * * * * *   2.9% * * * * *
Hedge Replication HDG Tactical: Managed Blended 4.3% -0.2% 7.3% * * * * *   1.9% * * * * *
DWA Tech Leaders PDP Tactical: Managed Blended 18.3% 2.6% 24.6% * * * * *   11.5% * * * * *
iSh Global Energy PWC Tactical: Managed Blended 18.8% 4.0% 26.4% * * * * *   9.8% * * * * *
IQ Hedge Multi-Strat QAI Tactical: Managed Blended 5.0% 0.8% 8.9% * * * * *   2.0% * * * * *
ProShares Lg Cap CSM Tactical: Managed Hedged: 130-30 17.3% 1.8% 25.4% * * * * *   9.2% * * * * *
MultiAsset ETF RLY Tactical: Managed Hedged: Abs Return 5.4% 0.8% 7.4% * * * * *   5.0% * * * * *
IQ Merger Arbitrage MNA Tactical: Managed Hedged: Arbitrage 4.2% 1.6% 5.4% * * * * *   2.3% * * * * *
QuantSh AntiBeta BTAL Tactical: Managed Hedged: Mkt Neutral 19.1% 4.2% 14.0% * * * * *   13.2% * * * * *
WisdmTr EM HiYld DEM Tactical: Managed Income: Equity 10.3% 2.0% 20.3% * * * * *   3.6% * * * * *
WisdmTr EM SmCap DGS Tactical: Managed Income: Equity 7.3% 2.1% 14.9% * * * * *   6.7% * * * * *
WisdomTree ex-US DLN Tactical: Managed Income: Equity 18.4% 3.3% 23.9% * * * * *   7.3% * * * * *
WisdmTr Intl SmCap DLS Tactical: Managed Income: Equity 9.1% 1.7% 17.9% * * * * *   7.7% * * * * *
iShares Select Dividend DVY Tactical: Managed Income: Equity 16.2% 3.1% 22.9% * * * * *   7.7% * * * * *
SPDR S&P Int'l DWX Tactical: Managed Income: Equity 9.9% 4.9% 16.0% * * * * *   5.6% * * * * *
iShares Hi Div Equity HDV Tactical: Managed Income: Equity 18.0% 3.1% 19.1% * * * * *   6.0% * * * * *
iShr Intl Select Dividend IDV Tactical: Managed Income: Equity 10.4% 3.0% 21.3% * * * * *   6.3% * * * * *
PowerShares Intl Div PID Tactical: Managed Income: Equity 8.6% 2.9% 15.2% * * * * *   8.7% * * * * *
SPDR S&P Dividend SDY Tactical: Managed Income: Equity 13.3% 3.8% 18.3% * * * * *   7.6% * * * * *
Vanguard Hi Div Yld ETF VYM Tactical: Managed Income: Equity 15.7% 2.4% 22.0% * * * * *   6.9% * * * * *
PwrSh Sr Loan Portfolio BKLN Tactical: Managed Income: Float Rate 5.2% 1.1% 8.9% * * * * *   0.3% * * * * *
Gugg Multi-Asset CVY Tactical: Managed Income: Multi 13.7% 0.4% 22.5% * * * * *   6.3% * * * * *
Barclays Conv Bond CWB Tactical: Managed Income: Multi 4.0% 1.2% 8.7% * * * * *   6.9% * * * * *
ETF: SPDR Inc Alloc INKM Tactical: Managed Income: Multi 6.9% 2.3% 12.5% * * * * *   6.1% * * * * *
iSh MultiAsset Income IYLD Tactical: Managed Income: Multi 4.7% 2.0% 12.0% * * * * *   3.5% * * * * *
FirstTrust Multi-Asset MDIV Tactical: Managed Income: Multi 9.8% 1.7% 18.3% * * * * *   2.8% * * * * *
iShr Preferred ETF PFF Tactical: Managed Income: Multi 7.6% 2.6% 12.2% * * * * *   6.7% * * * * *
PowerSh Preferred ETF PGX Tactical: Managed Income: Multi 8.6% 3.9% 13.9% * * * * *   8.1% * * * * *
First Trust Focus 5 FV Tactical: Managed Sector Rotation 11.1% 0.6% 22.0% * * * * *   12.3% * * * * *
S&P Aggressive AOA Tactical: Managed Risk-Driven 13.2% 2.1% 19.7% * * * * *   6.8% * * * * *
S&P Conservative AOK Tactical: Managed Risk-Driven 7.2% 1.7% 12.3% * * * * *   4.8% * * * * *
S&P Moderate AOM Tactical: Managed Risk-Driven 8.3% 1.8% 13.7% * * * * *   5.1% * * * * *
S&P Growth AOR Tactical: Managed Risk-Driven 10.7% 2.0% 16.7% * * * * *   5.9% * * * * *
Dreyfus Alpha I AVGRX Tactical: Managed Blended 9.7% -1.2% 11.3% * * * * *   2.7% * * * * *
Principal GlobMultiStrat PMSAX Tactical: Managed Blended 7.3% 0.4% 5.8% * * * * *   2.8% * * * * *
Hundredfold Select SFHYX Tactical: Managed Blended 2.3%   7.3% * * * * *   3.0% * * * * *
UBS Global Alloc BPGLX Tactical: Managed Global Macro 9.2% 1.9% 14.0% * * * * *   6.4% * * * * *
DFA Select Hedged DSHGX Tactical: Managed Global Macro 16.2% 1.2% 23.3% * * * * *   6.5% * * * * *
GMO Benchm-Free GBMFX Tactical: Managed Global Macro 7.0% 0.6% 13.6% * * * * *   3.4% * * * * *
Leuthold Global GLBIX Tactical: Managed Global Macro 5.3% 0.4% 10.1% * * * * *   5.3% * * * * *
GMO Global Alloc GMWAX Tactical: Managed Global Macro 8.8% 1.5% 16.5% * * * * *   5.0% * * * * *
Ivy Asset Strategy IVAEX Tactical: Managed Global Macro 15.4% 1.4% 22.5% * * * * *   5.5% * * * * *
Leuthold Core LCORX Tactical: Managed Global Macro 10.6% 0.7% 16.2% * * * * *   5.9% * * * * *
Loomis Global Eq Y LSWWX Tactical: Managed Global Macro 13.9% 1.7% 22.5% * * * * *   7.7% * * * * *
BlackRock Global I MALOX Tactical: Managed Global Macro 10.4% 2.1% 15.6% * * * * *   6.2% * * * * *
MFS Global Tot Ret MFWIX Tactical: Managed Global Macro 8.6% 2.3% 14.8% * * * * *   6.1% * * * * *
PIMCO All-Asset PAUIX Tactical: Managed Global Macro 3.0% 1.2% 6.9% * * * * *   5.2% * * * * *
Thornburg Inv Income Y TIBIX Tactical: Managed Global Macro 15.1% 2.0% 24.2% * * * * *   3.4% * * * * *
VALIC Global Strat VGLSX Tactical: Managed Global Macro 12.8% 1.8% 20.4% * * * * *   5.8% * * * * *
MainStay Int'l Opp MYITX Tactical: Managed Hedged: 130-30 13.7% 3.4% 18.6% * * * * *   7.2% * * * * *
Absolute Strategies I ASFIX Tactical: Managed Hedged: Abs Return -7.2% -1.5% -6.3% * * * * *   7.3% * * * * *
MFS Target Return A DVRAX Tactical: Managed Hedged: Abs Return 8.8% 1.1% 11.3% * * * * *   1.2% * * * * *
EatonVance GlobalMacro EIGMX Tactical: Managed Hedged: Abs Return 5.7% 0.1% 6.8% * * * * *   1.2% * * * * *
Natixis ASG Global GAFYX Tactical: Managed Hedged: Abs Return 8.9% -0.7% 3.4% * * * * *   4.6% * * * * *
Goldman Sachs Instl GARTX Tactical: Managed Hedged: Abs Return 6.4% 0.4% 6.9% * * * * *   2.2% * * * * *
Jhancock Global Abs Ret I JHAIX Tactical: Managed Hedged: Abs Return 4.7% 2.9% 5.8% * * * * *   4.3% * * * * *
Putnam Abs Ret 100 Y PARYX Tactical: Managed Hedged: Abs Return 1.4% 0.6% 3.4% * * * * *   0.8% * * * * *
Putnam Abs Ret 300 Y PYTRX Tactical: Managed Hedged: Abs Return 3.3% 1.5% 7.7% * * * * *   4.3% * * * * *
AQR Divers N ADANX Tactical: Managed Hedged: Arbitrage 3.6% 1.0% 5.4% * * * * *   1.6% * * * * *
Arbitrage I ARBNX Tactical: Managed Hedged: Arbitrage 2.6% 0.4% 6.4% * * * * *   2.0% * * * * *
BlackRock EmMkt A BLSAX Tactical: Managed Hedged: Long/Short 8.5% 1.4% 12.5% * * * * *   5.7% * * * * *
Robeco Long/Short I BPLSX Tactical: Managed Hedged: Long/Short 15.7% 3.9% 24.7% * * * * *   4.5% * * * * *
Diamond Hill Long-Short I DHLSX Tactical: Managed Hedged: Long/Short 12.3% 1.2% 17.0% * * * * *   2.9% * * * * *
MainStay Marketfield A MFADX Tactical: Managed Hedged: Long/Short 6.2% 2.0% 11.7% * * * * *   2.7% * * * * *
Aberdeen Long-Short A MLSAX Tactical: Managed Hedged: Long/Short 14.2% -1.4% 17.6% * * * * *   14.7% * * * * *
Calamos Market Neu Inc CVSIX Tactical: Managed Hedged: Mkt Neutral 5.2% 1.1% 2.5% * * * * *   3.9% * * * * *
Gabelli ABC AAA GABCX Tactical: Managed Hedged: Mkt Neutral 6.2%   8.3% * * * * *   1.0% * * * * *
JPMorgan Mkt Neutral A JMNAX Tactical: Managed Hedged: Mkt Neutral 9.9% 1.0% 11.0% * * * * *   2.3% * * * * *
Vanguard Market Neutral VMNFX Tactical: Managed Hedged: Mkt Neutral 9.3% 0.7% 17.7% * * * * *   2.1% * * * * *
Fidelity Equity FEQTX Tactical: Managed Income: Equity 16.6% 3.3% 22.8% * * * * *   7.1% * * * * *
Fidelity Strategic FSDIX Tactical: Managed Income: Equity 13.2% 3.2% 18.2% * * * * *   6.7% * * * * *
Columbia Div Income LBSAX Tactical: Managed Income: Equity 16.3% 3.3% 21.8% * * * * *   6.5% * * * * *
Invesco Divers Dividend LCEIX Tactical: Managed Income: Equity 14.6% 2.6% 20.3% * * * * *   7.4% * * * * *
BlackRock Eq Dividend MDDVX Tactical: Managed Income: Equity 15.0% 1.7% 22.7% * * * * *   5.1% * * * * *
T. Rowe Equity Income PRFDX Tactical: Managed Income: Equity 15.5% 2.1% 23.3% * * * * *   6.4% * * * * *
Schwab Div Equity SWDSX Tactical: Managed Income: Equity 17.4% 4.0% 22.3% * * * * *   8.0% * * * * *
Vanguard Equity VEIPX Tactical: Managed Income: Equity 15.6% 2.4% 21.6% * * * * *   6.5% * * * * *
Lord Abbett Float Rate LFRAX Tactical: Managed Income: Float Rate 2.2% -0.1% 2.8% * * * * *   1.1% * * * * *
Calamos Global Growth CVLOX Tactical: Managed Income: Global 24.5% 2.8% 28.2% * * * * *   7.3% * * * * *
Loomis Global Eq A LGMAX Tactical: Managed Income: Global 13.6% 1.7% 22.1% * * * * *   7.7% * * * * *
Neuberger Berman Eq Inc NBHAX Tactical: Managed Income: Global 15.8% 3.0% 19.7% * * * * *   6.5% * * * * *
Thornburg Inv Income A TIBAX Tactical: Managed Income: Global 15.0% 2.0% 23.9% * * * * *   3.5% * * * * *
Am Century Target Date ARTOX Tactical: Managed Income: Multi 8.5% 2.0% 13.7% * * * * *   4.9% * * * * *
BlackRock Strat Inc Opp BASIX Tactical: Managed Income: Multi 0.9% 0.6% 4.0% * * * * *   2.6% * * * * *
Calamos Convertible A CCVIX Tactical: Managed Income: Multi 5.6% 1.0% 7.8% * * * * *   6.4% * * * * *
Invesco Convertible Y CNSDX Tactical: Managed Income: Multi 5.8% 1.7% 10.5% * * * * *   5.9% * * * * *
Fidelity Convertibles FCVSX Tactical: Managed Income: Multi 7.3% 1.3% 11.0% * * * * *   5.4% * * * * *
Goldman Sachs Strat Inc GSZAX Tactical: Managed Income: Multi 0.2%   4.9% * * * * *   1.5% * * * * *
Inst: Forward Select KIFYX Tactical: Managed Income: Multi 7.5% 4.0% 12.8% * * * * *   6.8% * * * * *
Nuveen Preferred I NPSRX Tactical: Managed Income: Multi 4.1% 1.2% 9.3% * * * * *   3.0% * * * * *
Pimco Income P PONPX Tactical: Managed Income: Multi 0.5% 0.3% 2.7% * * * * *   3.7% * * * * *
Principal Preferred PPSIX Tactical: Managed Income: Multi 7.8% 1.6% 12.4% * * * * *   2.5% * * * * *
T. Rowe Global Bond PRSNX Tactical: Managed Income: Multi 0.3% 0.5% 4.9% * * * * *   3.0% * * * * *
T. Rowe Retire Balanced TRRIX Tactical: Managed Income: Multi 7.2% 1.3% 10.1% * * * * *   4.1% * * * * *
Vanguard LifeStrategy VASIX Tactical: Managed Income: Multi 5.0% 1.4% 10.1% * * * * *   4.2% * * * * *
Vanguard Target Retire VTINX Tactical: Managed Income: Multi 6.7% 1.4% 9.1% * * * * *   3.9% * * * * *
Vanguard Wellesley Adm VWIAX Tactical: Managed Income: Multi 7.4% 2.0% 12.4% * * * * *   4.9% * * * * *
Fidelity Muni FHIGX Tactical: Managed Income: Tax Exempt -0.4% 0.5% 3.4% * * * * *   4.2% * * * * *
Nuveen Amer Muni FLAAX Tactical: Managed Income: Tax Exempt 1.1% 0.5% 4.6% * * * * *   4.1% * * * * *
BlackRock Nat'l Muni MDNLX Tactical: Managed Income: Tax Exempt -0.6% 0.3% 2.0% * * * * *   3.0% * * * * *
T. Rowe Summit Muni PRINX Tactical: Managed Income: Tax Exempt 0.2% 0.4% 3.7% * * * * *   4.1% * * * * *
Vanguard LT Tax-Exempt VWLTX Tactical: Managed Income: Tax Exempt -0.6% 0.5% 3.6% * * * * *   4.6% * * * * *
Sound Mind Investing SMIFX Tactical: Managed Momentum 18.0% 1.0% 19.3% * * * * *   8.3% * * * * *
Grimaldi Sector NAVFX Tactical: Managed Sector Rotation 17.5% 1.6% 26.4% * * * * *   8.4% * * * * *
FundX Upgrader XCOR Tactical: Managed Momentum 20.1% 1.9% 28.4% * * * * *   9.5% * * * * *
Ibbotson Balanced BETFX Tactical: Managed Risk-Driven 10.8% 1.6% 16.6% * * * * *   5.7% * * * * *
Columbia Thermostat Z COTZX Tactical: Managed Risk-Driven 7.8% 2.7% 13.5% * * * * *   5.3% * * * * *
Dodge & Cox Balanced DODBX Tactical: Managed Risk-Driven 11.0% 1.9% 17.1% * * * * *   4.9% * * * * *
Fidelity Balanced FBALX Tactical: Managed Risk-Driven 14.3% 2.0% 19.5% * * * * *   6.8% * * * * *
Fidelity Puritan FPURX Tactical: Managed Risk-Driven 15.8% 1.8% 22.1% * * * * *   7.1% * * * * *
Janus Balanced JANBX Tactical: Managed Risk-Driven 14.3% 2.3% 19.5% * * * * *   7.1% * * * * *
Schwab Balanced SWOBX Tactical: Managed Risk-Driven 12.5% 2.0% 18.4% * * * * *   6.7% * * * * *
Vanguard Balanced VBIAX Tactical: Managed Risk-Driven 13.1% 1.9% 19.5% * * * * *   6.8% * * * * *
ValueLine AssetAlloc VLAAX Tactical: Managed Risk-Driven 11.9% 3.2% 20.9% * * * * *   7.0% * * * * *
Vanguard Wellesley Inv VWINX Tactical: Managed Risk-Driven 7.3% 2.0% 12.3% * * * * *   4.9% * * * * *
Vanguard LifeStrat Growth VASGX Tactical: Managed Risk-Driven 13.5% 2.1% 20.6% * * * * *   6.8% * * * * *
Vanguard Wellington Inv VWELX Tactical: Managed Risk-Driven 13.3% 2.2% 19.9% * * * * *   5.5% * * * * *
Vanguard STAR Inv VGSTX Tactical: Managed Risk-Driven 10.6% 2.0% 17.2% * * * * *   7.0% * * * * *
FPA Crescent FPACX Tactical: Managed Risk-Driven 11.1% 0.4% 14.2% * * * * *   4.3% * * * * *
WF Asset Allocation WFAIX Tactical: Managed Risk-Driven 14.1% 2.2% 20.5% * * * * *   7.2% * * * * *
Berkshire Hathaway Inc BRK.A Tactical: Managed Global Macro 31.8% 8.5% 30.8% * * * * *   9.2% * * * * *