All Portfolios, ranked by Total Return

for period ending November 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

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 Nov 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 14.9% 3.9% 20.0% * * * * *   4.4% * * * * *
Strategic 60-40 Portfolio s.6040 Strategic: DIY Balanced 17.4% 4.4% 22.8% * * * * *   4.7% * * * * *
7Twelve Israelson s.712 Strategic: DIY Balanced 11.0% 2.8% 15.8% * * * * *   4.1% * * * * *
Couch Potato: Scott Burns s.couc Strategic: DIY Balanced 15.1% 3.6% 19.5% * * * * *   3.9% * * * * *
Ben Graham 50-50 s.grah Strategic: DIY Balanced 10.1% 2.4% 15.2% * * * * *   4.5% * * * * *
Safe Haven Portfolio s.have Strategic: DIY Balanced 16.2% 0.7% 19.4% * * * * *   3.7% * * * * *
Six Ways from Sunday s.lazy Strategic: DIY Balanced 11.3% 3.3% 16.4% * * * * *   5.1% * * * * *
ETF Moderate s.mode Strategic: DIY Balanced 13.0% 3.1% 18.9% * * * * *   4.7% * * * * *
David Swensen inspired s.swen Strategic: DIY Balanced 12.8% 3.2% 19.7% * * * * *   6.6% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Strategic: DIY Balanced 9.4% 2.0% 14.7% * * * * *   4.4% * * * * *
Lazy: Coffeehouse s.coff Strategic: DIY Balanced 12.5% 3.8% 19.4% * * * * *   5.3% * * * * *
Lazy: Margaritaville s.marg Strategic: DIY Balanced 14.2% 2.3% 19.3% * * * * *   3.7% * * * * *
Lazy: Smart Money s.smar Strategic: DIY Balanced 13.1% 3.2% 18.6% * * * * *   3.8% * * * * *
Strategic 70-30 Portfolio s.7030 Strategic: DIY High Equity 19.9% 5.0% 25.6% * * * * *   4.9% * * * * *
Strategic 80-20 Portfolio s.8020 Strategic: DIY High Equity 22.4% 5.6% 28.5% * * * * *   5.2% * * * * *
ETF Aggressive s.aggr Strategic: DIY High Equity 14.1% 2.9% 20.4% * * * * *   5.0% * * * * *
Ben Stein inspired s.bens Strategic: DIY High Equity 15.2% 2.7% 19.9% * * * * *   4.1% * * * * *
Low Volatility Portfolio s.lowv Strategic: DIY High Equity 11.0% 0.6% 12.9% * * * * *   2.4% * * * * *
Lazy: Aronson s.aron Strategic: DIY High Equity 13.9% 3.7% 20.9% * * * * *   5.0% * * * * *
Lazy: No Brainer s.nobr Strategic: DIY High Equity 15.4% 3.9% 22.6% * * * * *   5.1% * * * * *
Lazy: Second Grader s.seco Strategic: DIY High Equity 21.0% 4.0% 27.3% * * * * *   4.6% * * * * *
Lazy: Yale Unconventional s.yale Strategic: DIY High Equity 13.4% 3.1% 20.7% * * * * *   6.1% * * * * *
Harry Browne inspired s.brow Strategic: DIY Low Equity 14.1% 1.5% 18.7% * * * * *   2.6% * * * * *
Ray Dalio inspired s.dali Strategic: DIY Low Equity 8.8% 1.6% 12.8% * * * * *   3.1% * * * * *
Ivy Portfolio s.ivyp Strategic: DIY Low Equity 10.4% 1.9% 14.9% * * * * *   4.5% * * * * *
No Equity Portfolio s.noeq Strategic: DIY Low Equity 13.4% 1.0% 20.8% * * * * *   6.0% * * * * *
Permanent Plus s.plus Strategic: DIY Low Equity 19.1% 1.8% 24.8% * * * * *   3.2% * * * * *
Black Swan Hyperinflation s.swan Strategic: DIY Low Equity 9.3% -0.5% 9.6% * * * * *   3.2% * * * * *
Talmud Dividend Equities s.talm Strategic: DIY Low Equity 20.3% 1.8% 26.7% * * * * *   4.7% * * * * *
Worst Case Scenario s.wors Strategic: DIY Low Equity 5.9% -1.8% 7.1% * * * * *   2.1% * * * * *
Talmud with Blue Chip s.talc Strategic: DIY Low Equity 12.7% 4.2% 18.9% * * * * *   6.4% * * * * *
Talmud Broad Market s.talb Strategic: DIY Low Equity 14.9% 4.0% 21.9% * * * * *   6.7% * * * * *
Talmud with Small Cap s.tals Strategic: DIY Low Equity 13.4% 5.2% 21.9% * * * * *   7.4% * * * * *
Talmud Equities and Gold s.talg Strategic: DIY Low Equity 23.8% 2.6% 30.4% * * * * *   4.6% * * * * *
S&P 500 Equal Weight RSP Tactical: Managed Equal Weight 20.3% 6.4% 28.5% * * * * *   6.6% * * * * *
Permanent Portfolio PRPFX Tactical: Managed Low Equity 26.8% 3.4% 30.6% * * * * *   0.7% * * * * *
Adaptive Allocation A t.aaaa Tactical: DIY Adaptive 19.0% 2.9% 25.2% * * * * *   0.6% * * * * *
Adaptive Allocation B t.aaab Tactical: DIY Adaptive 18.0% 2.3% 23.4% * * * * *   1.2% * * * * *
Adaptive Allocation C t.aaac Tactical: DIY Adaptive 18.9% 2.6% 24.4% * * * * *   1.6% * * * * *
Adaptive Allocation D t.aaad Tactical: DIY Adaptive 13.5% 2.1% 17.6% * * * * *   2.8% * * * * *
Adaptive Allocation E t.aaae Tactical: DIY Adaptive 17.7% 3.9% 26.3% * * * * *   2.9% * * * * *
Adaptive Allocation F t.aaaf Tactical: DIY Adaptive 26.6% 1.4% 30.3% * * * * *   2.3% * * * * *
Minimum Correlation t.coco Tactical: DIY Correlation 18.6% 2.9% 24.7% * * * * *   4.3% * * * * *
Maximum Diversification t.mdiv Tactical: DIY Diversification 17.6% 2.5% 23.1% * * * * *   4.6% * * * * *
Equal Weight With Cluster t.dist Tactical: DIY Correlation 15.1% 1.8% 22.3% * * * * *   5.0% * * * * *
Minimum Mean Abs Deviation t.madm Tactical: DIY Risk-Driven 20.4% 3.0% 23.9% * * * * *   3.8% * * * * *
Minimum Variance A t.mvar Tactical: DIY Risk-Driven 20.0% 2.5% 23.4% * * * * *   4.3% * * * * *
Risk Parity Portfolio A t.rpba Tactical: DIY Risk-Driven 17.4% 2.6% 24.0% * * * * *   4.9% * * * * *
Maximum Sortino Portfolio t.sort Tactical: DIY Risk/Reward 10.9% -1.0% 13.4% * * * * *   4.2% * * * * *
Equal Weight Portfolio t.eqwt Tactical: DIY Equal Weight 16.3% 2.8% 23.6% * * * * *   5.6% * * * * *
Faber Rel Strength: Top 1 t.frs1 Tactical: DIY Momentum 26.2% 6.0% 32.0% * * * * *   6.8% * * * * *
Faber Rel Strength: Top 2 t.frs2 Tactical: DIY Momentum 20.6% 5.1% 26.6% * * * * *   5.7% * * * * *
Faber Rel Strength: Top 3 t.frs3 Tactical: DIY Momentum 14.4% 3.3% 21.8% * * * * *   7.4% * * * * *
Faber Rel Strength: Top 4 t.frs4 Tactical: DIY Momentum 10.3% 2.7% 16.0% * * * * *   5.5% * * * * *
Pure Momentum t.pure Tactical: DIY Momentum 2.9% 6.0% 8.6% * * * * *   8.9% * * * * *
Quartile Sector Rotation t.srqr Tactical: DIY Sector Rotation 118.8% 1.5% 155.5% * * * * *   30.1% * * * * *
Rel Strength Sector Rotatn t.srrs Tactical: DIY Sector Rotation 22.5% 5.7% 28.1% * * * * *   4.5% * * * * *
Top 5 Sector Rotation t.srt5 Tactical: DIY Sector Rotation 38.0% 9.5% 47.5% * * * * *   6.8% * * * * *
Top 3 Sector Rotation t.srt3 Tactical: DIY Sector Rotation 35.3% 9.6% 42.5% * * * * *   8.5% * * * * *
Minimum CdaR t.cdar Tactical: DIY Risk-Driven 9.3% 3.0% 13.7% * * * * *   7.5% * * * * *
Minimum CvaR t.cvar Tactical: DIY Risk-Driven 22.1% -1.1% 25.7% * * * * *   2.2% * * * * *
Equal Risk Contribution t.eqrc Tactical: DIY Risk-Driven 15.8% 2.3% 21.7% * * * * *   5.2% * * * * *
Minimum Drawdown t.loss Tactical: DIY Risk-Driven 19.7% -0.4% 22.8% * * * * *   2.9% * * * * *
Minimum Downside MAD t.madd Tactical: DIY Risk-Driven 20.4% 3.0% 23.9% * * * * *   3.8% * * * * *
Minimum Correlation A t.mca1 Tactical: DIY Risk-Driven 14.3% 2.0% 19.6% * * * * *   5.1% * * * * *
Minimum Correlation B t.mca2 Tactical: DIY Risk-Driven 15.8% 2.2% 21.7% * * * * *   5.1% * * * * *
Minimum Variance B t.mva2 Tactical: DIY Risk-Driven 14.8% 1.8% 19.3% * * * * *   4.6% * * * * *
Minimum Variance C t.mva3 Tactical: DIY Risk-Driven 18.5% 1.8% 23.2% * * * * *   3.7% * * * * *
Min Downside Deviation t.risd Tactical: DIY Risk-Driven 16.3% 1.6% 19.3% * * * * *   5.2% * * * * *
Risk Parity With Cluster t.rpcl Tactical: DIY Risk-Driven 15.8% 1.6% 22.1% * * * * *   4.5% * * * * *
Risk Parity Portfolio B t.rsop Tactical: DIY Risk-Driven 16.8% 2.4% 23.5% * * * * *   5.1% * * * * *
Target Return 12% t.tret Tactical: DIY Risk-Driven 20.0% 2.5% 23.4% * * * * *   4.3% * * * * *
Target Risk 10% t.tris Tactical: DIY Risk-Driven 15.9% 0.5% 18.2% * * * * *   3.6% * * * * *
Maximum Sharpe Portfolio t.shar Tactical: DIY Risk/Reward 13.1% -0.5% 16.0% * * * * *   3.7% * * * * *
Target Return Post-Modern t.trdd Tactical: DIY Target Return 16.6% 1.3% 19.4% * * * * *   4.4% * * * * *
Active Combined Asset t.acap Tactical: DIY Momentum 23.9% 2.4% 28.0% * * * * *   4.3% * * * * *
Quarterly Asset Rotation t.qaro Tactical: DIY Momentum 21.4% 1.8% 27.5% * * * * *   3.1% * * * * *
Defensive Bond t.dbnd Tactical: DIY Momentum 8.7% 1.7% 13.2% * * * * *   1.3% * * * * *
Dynamic Harry Browne t.dyhb Tactical: DIY Momentum 14.1% -1.4% 17.9% * * * * *   1.9% * * * * *
Hedge Replication HDG Tactical: Managed Blended 6.3% 1.8% 9.1% * * * * *   1.4% * * * * *
DWA Tech Leaders PDP Tactical: Managed Blended 36.6% 12.7% 44.7% * * * * *   8.9% * * * * *
iSh Global Energy PWC Tactical: Managed Blended 26.8% 5.8% 33.8% * * * * *   7.2% * * * * *
IQ Hedge Multi-Strat QAI Tactical: Managed Blended 8.4% 2.3% 10.8% * * * * *   1.5% * * * * *
ProShares Lg Cap CSM Tactical: Managed Hedged: 130-30 26.1% 5.9% 33.2% * * * * *   6.7% * * * * *
MultiAsset ETF RLY Tactical: Managed Hedged: Abs Return 7.5% 1.4% 9.5% * * * * *   4.2% * * * * *
IQ Merger Arbitrage MNA Tactical: Managed Hedged: Arbitrage 4.5%   6.6% * * * * *   2.1% * * * * *
QuantSh AntiBeta BTAL Tactical: Managed Hedged: Mkt Neutral 11.3% -4.9% -0.2% * * * * *   12.1% * * * * *
WisdmTr EM HiYld DEM Tactical: Managed Income: Equity 6.5% -1.9% 12.1% * * * * *   5.1% * * * * *
WisdmTr EM SmCap DGS Tactical: Managed Income: Equity 4.0% -1.1% 10.1% * * * * *   6.3% * * * * *
WisdomTree ex-US DLN Tactical: Managed Income: Equity 26.0% 5.1% 31.7% * * * * *   5.1% * * * * *
WisdmTr Intl SmCap DLS Tactical: Managed Income: Equity 5.2% 0.6% 13.5% * * * * *   8.5% * * * * *
iShares Select Dividend DVY Tactical: Managed Income: Equity 25.8% 6.4% 33.0% * * * * *   5.4% * * * * *
SPDR S&P Int'l DWX Tactical: Managed Income: Equity 7.3% 0.9% 11.8% * * * * *   6.7% * * * * *
iShares Hi Div Equity HDV Tactical: Managed Income: Equity 22.1% 3.0% 26.2% * * * * *   2.7% * * * * *
iShr Intl Select Dividend IDV Tactical: Managed Income: Equity 7.7% 0.2% 14.4% * * * * *   7.6% * * * * *
PowerShares Intl Div PID Tactical: Managed Income: Equity 8.4% 1.3% 14.5% * * * * *   6.6% * * * * *
SPDR S&P Dividend SDY Tactical: Managed Income: Equity 17.3% 4.2% 23.5% * * * * *   5.5% * * * * *
Vanguard Hi Div Yld ETF VYM Tactical: Managed Income: Equity 23.2% 5.4% 30.2% * * * * *   4.8% * * * * *
PwrSh Sr Loan Portfolio BKLN Tactical: Managed Income: Float Rate 7.8% 1.2% 10.0% * * * * *   0.2% * * * * *
Gugg Multi-Asset CVY Tactical: Managed Income: Multi 18.2% 6.1% 24.9% * * * * *   5.1% * * * * *
Barclays Conv Bond CWB Tactical: Managed Income: Multi 15.1% 6.8% 22.0% * * * * *   4.7% * * * * *
ETF: SPDR Inc Alloc INKM Tactical: Managed Income: Multi 9.3% 2.2% 15.1% * * * * *   3.9% * * * * *
iSh MultiAsset Income IYLD Tactical: Managed Income: Multi 4.3% 0.0% 9.5% * * * * *   2.9% * * * * *
FirstTrust Multi-Asset MDIV Tactical: Managed Income: Multi 14.7% 4.3% 19.1% * * * * *   2.0% * * * * *
iShr Preferred ETF PFF Tactical: Managed Income: Multi 11.2% 0.8% 14.5% * * * * *   4.0% * * * * *
PowerSh Preferred ETF PGX Tactical: Managed Income: Multi 10.2% -0.3% 13.2% * * * * *   5.2% * * * * *
First Trust Focus 5 FV Tactical: Managed Sector Rotation 19.3% 6.9% 30.2% * * * * *   8.0% * * * * *
S&P Aggressive AOA Tactical: Managed Risk-Driven 16.5% 3.3% 22.1% * * * * *   4.8% * * * * *
S&P Conservative AOK Tactical: Managed Risk-Driven 8.6% 1.9% 13.0% * * * * *   3.8% * * * * *
S&P Moderate AOM Tactical: Managed Risk-Driven 9.9% 2.1% 14.4% * * * * *   4.0% * * * * *
S&P Growth AOR Tactical: Managed Risk-Driven 13.1% 2.7% 18.2% * * * * *   4.4% * * * * *
Dreyfus Alpha I AVGRX Tactical: Managed Blended 12.7% 1.5% 12.4% * * * * *   1.4% * * * * *
Principal GlobMultiStrat PMSAX Tactical: Managed Blended 9.6% 1.6% 7.1% * * * * *   2.7% * * * * *
Hundredfold Select SFHYX Tactical: Managed Blended 6.0% 2.2% 7.7% * * * * *   2.9% * * * * *
UBS Global Alloc BPGLX Tactical: Managed Global Macro 13.2% 3.3% 18.5% * * * * *   4.0% * * * * *
DFA Select Hedged DSHGX Tactical: Managed Global Macro 22.7% 4.2% 29.0% * * * * *   3.6% * * * * *
GMO Benchm-Free GBMFX Tactical: Managed Global Macro 3.9% -0.1% 8.5% * * * * *   4.0% * * * * *
Leuthold Global GLBIX Tactical: Managed Global Macro 6.1% 1.9% 9.8% * * * * *   5.3% * * * * *
GMO Global Alloc GMWAX Tactical: Managed Global Macro 8.1% 1.3% 13.9% * * * * *   4.7% * * * * *
Ivy Asset Strategy IVAEX Tactical: Managed Global Macro 19.6% 2.2% 24.2% * * * * *   3.4% * * * * *
Leuthold Core LCORX Tactical: Managed Global Macro 14.5% 4.1% 18.5% * * * * *   5.3% * * * * *
Loomis Global Eq Y LSWWX Tactical: Managed Global Macro 18.8% 4.0% 25.0% * * * * *   5.3% * * * * *
BlackRock Global I MALOX Tactical: Managed Global Macro 14.0% 3.2% 17.8% * * * * *   4.7% * * * * *
MFS Global Tot Ret MFWIX Tactical: Managed Global Macro 9.0% 1.5% 15.0% * * * * *   4.5% * * * * *
PIMCO All-Asset PAUIX Tactical: Managed Global Macro 3.7% 2.2% 8.3% * * * * *   5.1% * * * * *
Thornburg Inv Income Y TIBIX Tactical: Managed Global Macro 13.9% -0.8% 19.8% * * * * *   2.5% * * * * *
VALIC Global Strat VGLSX Tactical: Managed Global Macro 16.1% 2.6% 21.5% * * * * *   4.1% * * * * *
MainStay Int'l Opp MYITX Tactical: Managed Hedged: 130-30 11.5%   16.6% * * * * *   5.1% * * * * *
Absolute Strategies I ASFIX Tactical: Managed Hedged: Abs Return -6.7% 2.2% -6.3% * * * * *   6.9% * * * * *
MFS Target Return A DVRAX Tactical: Managed Hedged: Abs Return 9.8% 0.9% 9.4% * * * * *   0.9% * * * * *
EatonVance GlobalMacro EIGMX Tactical: Managed Hedged: Abs Return 6.6% 0.7% 8.1% * * * * *   0.8% * * * * *
Natixis ASG Global GAFYX Tactical: Managed Hedged: Abs Return 12.2% 2.6% 7.5% * * * * *   4.9% * * * * *
Goldman Sachs Instl GARTX Tactical: Managed Hedged: Abs Return 9.4% 2.3% 9.3% * * * * *   1.8% * * * * *
Jhancock Global Abs Ret I JHAIX Tactical: Managed Hedged: Abs Return 7.2% 3.2% 9.3% * * * * *   4.1% * * * * *
Putnam Abs Ret 100 Y PARYX Tactical: Managed Hedged: Abs Return 1.2% 0.1% 2.3% * * * * *   1.1% * * * * *
Putnam Abs Ret 300 Y PYTRX Tactical: Managed Hedged: Abs Return 3.4% 1.1% 7.3% * * * * *   3.9% * * * * *
AQR Divers N ADANX Tactical: Managed Hedged: Arbitrage 2.6% -0.6% 4.0% * * * * *   1.2% * * * * *
Arbitrage I ARBNX Tactical: Managed Hedged: Arbitrage 3.4% 0.2% 4.8% * * * * *   1.9% * * * * *
BlackRock EmMkt A BLSAX Tactical: Managed Hedged: Long/Short 8.8% -2.5% 12.8% * * * * *   5.1% * * * * *
Robeco Long/Short I BPLSX Tactical: Managed Hedged: Long/Short 20.2% 3.4% 24.9% * * * * *   4.4% * * * * *
Diamond Hill Long-Short I DHLSX Tactical: Managed Hedged: Long/Short 12.1% 0.6% 13.1% * * * * *   2.4% * * * * *
MainStay Marketfield A MFADX Tactical: Managed Hedged: Long/Short 11.6% 4.4% 14.5% * * * * *   2.8% * * * * *
Aberdeen Long-Short A MLSAX Tactical: Managed Hedged: Long/Short 17.9% 3.4% 28.1% * * * * *   8.4% * * * * *
Calamos Market Neu Inc CVSIX Tactical: Managed Hedged: Mkt Neutral 7.1% 0.7% 3.0% * * * * *   3.9% * * * * *
Gabelli ABC AAA GABCX Tactical: Managed Hedged: Mkt Neutral 9.9% 2.0% 12.1% * * * * *   0.1% * * * * *
JPMorgan Mkt Neutral A JMNAX Tactical: Managed Hedged: Mkt Neutral 14.9% 1.3% 12.6% * * * * *   2.3% * * * * *
Vanguard Market Neutral VMNFX Tactical: Managed Hedged: Mkt Neutral 5.9% -1.7% 7.4% * * * * *   2.9% * * * * *
Fidelity Equity FEQTX Tactical: Managed Income: Equity 22.0% 4.7% 28.4% * * * * *   4.8% * * * * *
Fidelity Strategic FSDIX Tactical: Managed Income: Equity 19.8% 4.4% 25.1% * * * * *   4.5% * * * * *
Columbia Div Income LBSAX Tactical: Managed Income: Equity 22.4% 4.8% 27.6% * * * * *   4.5% * * * * *
Invesco Divers Dividend LCEIX Tactical: Managed Income: Equity 20.8% 5.2% 27.2% * * * * *   4.5% * * * * *
BlackRock Eq Dividend MDDVX Tactical: Managed Income: Equity 18.6% 4.4% 24.0% * * * * *   3.3% * * * * *
T. Rowe Equity Income PRFDX Tactical: Managed Income: Equity 21.3% 4.9% 28.0% * * * * *   4.1% * * * * *
Schwab Div Equity SWDSX Tactical: Managed Income: Equity 25.0% 4.6% 30.8% * * * * *   5.5% * * * * *
Vanguard Equity VEIPX Tactical: Managed Income: Equity 23.1% 4.9% 29.7% * * * * *   4.1% * * * * *
Lord Abbett Float Rate LFRAX Tactical: Managed Income: Float Rate 3.3% 0.2% 4.2% * * * * *   0.4% * * * * *
Calamos Global Growth CVLOX Tactical: Managed Income: Global 29.8% 3.4% 33.8% * * * * *   3.4% * * * * *
Loomis Global Eq A LGMAX Tactical: Managed Income: Global 18.5% 4.0% 24.7% * * * * *   5.3% * * * * *
Neuberger Berman Eq Inc NBHAX Tactical: Managed Income: Global 22.2% 5.4% 28.2% * * * * *   3.5% * * * * *
Thornburg Inv Income A TIBAX Tactical: Managed Income: Global 13.6% -0.8% 19.5% * * * * *   2.6% * * * * *
Am Century Target Date ARTOX Tactical: Managed Income: Multi 11.0% 2.4% 15.3% * * * * *   3.5% * * * * *
BlackRock Strat Inc Opp BASIX Tactical: Managed Income: Multi 0.8% 0.7% 3.6% * * * * *   2.7% * * * * *
Calamos Convertible A CCVIX Tactical: Managed Income: Multi 16.3% 6.3% 20.5% * * * * *   3.4% * * * * *
Invesco Convertible Y CNSDX Tactical: Managed Income: Multi 16.1% 6.6% 21.5% * * * * *   4.0% * * * * *
Fidelity Convertibles FCVSX Tactical: Managed Income: Multi 21.6% 8.4% 27.1% * * * * *   3.9% * * * * *
Goldman Sachs Strat Inc GSZAX Tactical: Managed Income: Multi 0.0% 1.0% 2.5% * * * * *   2.1% * * * * *
Inst: Forward Select KIFYX Tactical: Managed Income: Multi 12.7% 0.5% 19.3% * * * * *   2.6% * * * * *
Nuveen Preferred I NPSRX Tactical: Managed Income: Multi 5.0% 0.6% 8.5% * * * * *   1.9% * * * * *
Pimco Income P PONPX Tactical: Managed Income: Multi 0.3% 0.9% 2.9% * * * * *   3.3% * * * * *
Principal Preferred PPSIX Tactical: Managed Income: Multi 10.0% 0.5% 12.5% * * * * *   1.5% * * * * *
T. Rowe Global Bond PRSNX Tactical: Managed Income: Multi 0.9% 0.4% 3.7% * * * * *   2.3% * * * * *
T. Rowe Retire Balanced TRRIX Tactical: Managed Income: Multi 8.7% 1.4% 11.9% * * * * *   2.7% * * * * *
Vanguard LifeStrategy VASIX Tactical: Managed Income: Multi 6.5% 1.7% 10.9% * * * * *   3.2% * * * * *
Vanguard Target Retire VTINX Tactical: Managed Income: Multi 8.1% 1.8% 9.4% * * * * *   2.9% * * * * *
Vanguard Wellesley Adm VWIAX Tactical: Managed Income: Multi 9.8% 2.3% 14.6% * * * * *   3.2% * * * * *
Fidelity Muni FHIGX Tactical: Managed Income: Tax Exempt 0.1% 1.4% 2.6% * * * * *   2.5% * * * * *
Nuveen Amer Muni FLAAX Tactical: Managed Income: Tax Exempt 1.3% 1.6% 3.9% * * * * *   2.3% * * * * *
BlackRock Nat'l Muni MDNLX Tactical: Managed Income: Tax Exempt -0.3% 1.2% 1.3% * * * * *   2.2% * * * * *
T. Rowe Summit Muni PRINX Tactical: Managed Income: Tax Exempt 1.0% 1.5% 3.3% * * * * *   2.2% * * * * *
Vanguard LT Tax-Exempt VWLTX Tactical: Managed Income: Tax Exempt -0.1% 1.6% 2.6% * * * * *   2.7% * * * * *
Sound Mind Investing SMIFX Tactical: Managed Momentum 27.1% 6.7% 32.0% * * * * *   5.6% * * * * *
Grimaldi Sector NAVFX Tactical: Managed Sector Rotation 29.3% 6.6% 37.7% * * * * *   6.0% * * * * *
FundX Upgrader XCOR Tactical: Managed Momentum 29.7% 5.9% 35.2% * * * * *   6.2% * * * * *
Ibbotson Balanced BETFX Tactical: Managed Risk-Driven 14.9% 3.2% 19.9% * * * * *   3.8% * * * * *
Columbia Thermostat Z COTZX Tactical: Managed Risk-Driven 10.4% 2.9% 15.1% * * * * *   3.8% * * * * *
Dodge & Cox Balanced DODBX Tactical: Managed Risk-Driven 14.9% 2.8% 20.2% * * * * *   3.0% * * * * *
Fidelity Balanced FBALX Tactical: Managed Risk-Driven 21.3% 4.3% 26.3% * * * * *   4.0% * * * * *
Fidelity Puritan FPURX Tactical: Managed Risk-Driven 23.2% 4.6% 28.4% * * * * *   4.6% * * * * *
Janus Balanced JANBX Tactical: Managed Risk-Driven 20.3% 3.8% 25.1% * * * * *   4.4% * * * * *
Schwab Balanced SWOBX Tactical: Managed Risk-Driven 17.1% 3.4% 22.7% * * * * *   4.2% * * * * *
Vanguard Balanced VBIAX Tactical: Managed Risk-Driven 19.9% 4.5% 25.5% * * * * *   4.5% * * * * *
ValueLine AssetAlloc VLAAX Tactical: Managed Risk-Driven 17.8% 5.4% 22.3% * * * * *   5.7% * * * * *
Vanguard Wellesley Inv VWINX Tactical: Managed Risk-Driven 9.7% 2.3% 14.5% * * * * *   3.2% * * * * *
Vanguard LifeStrat Growth VASGX Tactical: Managed Risk-Driven 18.4% 3.4% 24.3% * * * * *   4.3% * * * * *
Vanguard Wellington Inv VWELX Tactical: Managed Risk-Driven 19.6% 4.1% 24.2% * * * * *   3.5% * * * * *
Vanguard STAR Inv VGSTX Tactical: Managed Risk-Driven 14.3% 3.0% 20.1% * * * * *   4.3% * * * * *
FPA Crescent FPACX Tactical: Managed Risk-Driven 16.2% 2.5% 17.6% * * * * *   2.4% * * * * *
WF Asset Allocation WFAIX Tactical: Managed Risk-Driven 20.7% 4.3% 26.1% * * * * *   4.8% * * * * *
Berkshire Hathaway Inc BRK.A Tactical: Managed Global Macro 33.4% 7.0% 32.6% * * * * *   9.5% * * * * *