All Portfolios, ranked by Treynor

for period ending April 30, 2025

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, Treynor Ratio
by Volatility / Risk: Maximum Drawdown, Standard Deviation, Downside Deviation, Beta
by Peer Group: Strategic: DIY, Tactical: DIY, Tactical: Managed

The Treynor Ratio is a significant measure of risk-adjusted return used in portfolio management and financial analysis. Unlike the Sharpe Ratio, which evaluates total risk, the Treynor Ratio focuses solely on market risk, measured by beta.

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        Treynor   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 38.1% * * * * *   7.9% * * * * *
S&P 500 SPY Benchmark Benchmark 11.5% * * * * *   11.9% * * * * *
Strategic 50-50 s.5050 Strategic: DIY Balanced 14.9% * * * * *   9.7% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark Benchmark 13.6% * * * * *   10.0% * * * * *
7Twelve Israelson s.712 Strategic: DIY Balanced 13.6% * * * * *   6.6% * * * * *
Couch Potato: Scott Burns s.couc Strategic: DIY Balanced 15.8% * * * * *   9.8% * * * * *
Ben Graham 50-50 s.grah Strategic: DIY Balanced 24.4% * * * * *   10.2% * * * * *
Safe Haven Portfolio s.have Strategic: DIY Balanced 136.5% * * * * *   20.7% * * * * *
Six Ways from Sunday s.lazy Strategic: DIY Balanced 15.2% * * * * *   7.8% * * * * *
ETF Moderate s.mode Strategic: DIY Balanced 16.1% * * * * *   9.5% * * * * *
David Swensen inspired s.swen Strategic: DIY Balanced 16.9% * * * * *   11.2% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Strategic: DIY Balanced 18.4% * * * * *   8.3% * * * * *
Lazy: Coffeehouse s.coff Strategic: DIY Balanced 11.8% * * * * *   7.7% * * * * *
Lazy: Margaritaville s.marg Strategic: DIY Balanced 19.6% * * * * *   10.2% * * * * *
Lazy: Smart Money s.smar Strategic: DIY Balanced 14.2% * * * * *   7.8% * * * * *
Strategic 70-30 Portfolio s.7030 Strategic: DIY High Equity 12.5% * * * * *   10.3% * * * * *
Strategic 80-20 Portfolio s.8020 Strategic: DIY High Equity 11.7% * * * * *   10.6% * * * * *
ETF Aggressive s.aggr Strategic: DIY High Equity 14.3% * * * * *   8.5% * * * * *
Ben Stein inspired s.bens Strategic: DIY High Equity 18.0% * * * * *   10.1% * * * * *
Low Volatility Portfolio s.lowv Strategic: DIY High Equity 106.7% * * * * *   13.4% * * * * *
Lazy: Aronson s.aron Strategic: DIY High Equity 13.4% * * * * *   8.8% * * * * *
Lazy: No Brainer s.nobr Strategic: DIY High Equity 14.0% * * * * *   9.8% * * * * *
Lazy: Second Grader s.seco Strategic: DIY High Equity 14.6% * * * * *   11.1% * * * * *
Lazy: Yale Unconventional s.yale Strategic: DIY High Equity 17.2% * * * * *   11.3% * * * * *
Harry Browne inspired s.brow Strategic: DIY Low Equity 61.4% * * * * *   16.3% * * * * *
Ray Dalio inspired s.dali Strategic: DIY Low Equity 27.2% * * * * *   9.1% * * * * *
Ivy Portfolio s.ivyp Strategic: DIY Low Equity 17.7% * * * * *   8.3% * * * * *
No Equity Portfolio s.noeq Strategic: DIY Low Equity 73.0% * * * * *   21.1% * * * * *
Permanent Plus s.plus Strategic: DIY Low Equity 54.8% * * * * *   20.9% * * * * *
Black Swan Hyperinflation s.swan Strategic: DIY Low Equity -161.5% * * * * *   8.5% * * * * *
Talmud Dividend Equities s.talm Strategic: DIY Low Equity 63.9% * * * * *   21.1% * * * * *
Worst Case Scenario s.wors Strategic: DIY Low Equity -62.6% * * * * *   12.2% * * * * *
Talmud with Blue Chip s.talc Strategic: DIY Low Equity 16.5% * * * * *   11.3% * * * * *
Talmud Broad Market s.talb Strategic: DIY Low Equity 15.9% * * * * *   11.7% * * * * *
Talmud with Small Cap s.tals Strategic: DIY Low Equity 9.7% * * * * *   7.9% * * * * *
Talmud Equities and Gold s.talg Strategic: DIY Low Equity 49.6% * * * * *   23.3% * * * * *
S&P 500 Equal Weight RSP Tactical: Managed Equal Weight 7.1% * * * * *   6.6% * * * * *
Permanent Portfolio PRPFX Tactical: Managed Low Equity 59.6% * * * * *   22.1% * * * * *
Adaptive Allocation A t.aaaa Tactical: DIY Adaptive 31.5% * * * * *   12.6% * * * * *
Adaptive Allocation B t.aaab Tactical: DIY Adaptive 36.5% * * * * *   12.2% * * * * *
Adaptive Allocation C t.aaac Tactical: DIY Adaptive 42.2% * * * * *   14.1% * * * * *
Adaptive Allocation D t.aaad Tactical: DIY Adaptive 55.0% * * * * *   12.4% * * * * *
Adaptive Allocation E t.aaae Tactical: DIY Adaptive 35.4% * * * * *   15.3% * * * * *
Adaptive Allocation F t.aaaf Tactical: DIY Adaptive 29.2% * * * * *   15.9% * * * * *
Minimum Correlation t.coco Tactical: DIY Correlation 27.4% * * * * *   15.3% * * * * *
Maximum Diversification t.mdiv Tactical: DIY Diversification 28.2% * * * * *   14.2% * * * * *
Equal Weight With Cluster t.dist Tactical: DIY Correlation 31.5% * * * * *   15.4% * * * * *
Minimum Mean Abs Deviation t.madm Tactical: DIY Risk-Driven 37.2% * * * * *   17.0% * * * * *
Minimum Variance A t.mvar Tactical: DIY Risk-Driven 30.6% * * * * *   14.5% * * * * *
Risk Parity Portfolio A t.rpba Tactical: DIY Risk-Driven 26.3% * * * * *   14.8% * * * * *
Maximum Sortino Portfolio t.sort Tactical: DIY Risk/Reward 39.7% * * * * *   11.0% * * * * *
Equal Weight Portfolio t.eqwt Tactical: DIY Equal Weight 23.5% * * * * *   14.2% * * * * *
Faber Rel Strength: Top 1 t.frs1 Tactical: DIY Momentum 1.2% * * * * *   1.8% * * * * *
Faber Rel Strength: Top 2 t.frs2 Tactical: DIY Momentum 8.7% * * * * *   8.4% * * * * *
Faber Rel Strength: Top 3 t.frs3 Tactical: DIY Momentum 13.1% * * * * *   9.1% * * * * *
Faber Rel Strength: Top 4 t.frs4 Tactical: DIY Momentum 14.2% * * * * *   7.4% * * * * *
Pure Momentum t.pure Tactical: DIY Momentum -6.6% * * * * *   -5.1% * * * * *
Quartile Sector Rotation t.srqr Tactical: DIY Sector Rotation 11.8% * * * * *   15.9% * * * * *
Rel Strength Sector Rotatn t.srrs Tactical: DIY Sector Rotation 5.2% * * * * *   4.8% * * * * *
Top 5 Sector Rotation t.srt5 Tactical: DIY Sector Rotation 14.2% * * * * *   16.2% * * * * *
Top 3 Sector Rotation t.srt3 Tactical: DIY Sector Rotation 5.7% * * * * *   7.9% * * * * *
Minimum CdaR t.cdar Tactical: DIY Risk-Driven 23.3% * * * * *   10.8% * * * * *
Minimum CvaR t.cvar Tactical: DIY Risk-Driven 71.2% * * * * *   16.4% * * * * *
Equal Risk Contribution t.eqrc Tactical: DIY Risk-Driven 25.5% * * * * *   13.7% * * * * *
Minimum Drawdown t.loss Tactical: DIY Risk-Driven 37.7% * * * * *   11.1% * * * * *
Minimum Downside MAD t.madd Tactical: DIY Risk-Driven 37.2% * * * * *   17.0% * * * * *
Minimum Correlation A t.mca1 Tactical: DIY Risk-Driven 29.6% * * * * *   14.0% * * * * *
Minimum Correlation B t.mca2 Tactical: DIY Risk-Driven 26.4% * * * * *   14.0% * * * * *
Minimum Variance B t.mva2 Tactical: DIY Risk-Driven 37.0% * * * * *   15.0% * * * * *
Minimum Variance C t.mva3 Tactical: DIY Risk-Driven 42.9% * * * * *   16.8% * * * * *
Min Downside Deviation t.risd Tactical: DIY Risk-Driven 23.6% * * * * *   11.1% * * * * *
Risk Parity With Cluster t.rpcl Tactical: DIY Risk-Driven 29.9% * * * * *   14.5% * * * * *
Risk Parity Portfolio B t.rsop Tactical: DIY Risk-Driven 24.7% * * * * *   14.1% * * * * *
Target Return 12% t.tret Tactical: DIY Risk-Driven 26.9% * * * * *   13.6% * * * * *
Target Risk 10% t.tris Tactical: DIY Risk-Driven 41.3% * * * * *   14.1% * * * * *
Maximum Sharpe Portfolio t.shar Tactical: DIY Risk/Reward 51.1% * * * * *   13.7% * * * * *
Target Return Post-Modern t.trdd Tactical: DIY Target Return 26.5% * * * * *   12.2% * * * * *
Active Combined Asset t.acap Tactical: DIY Momentum 52.2% * * * * *   23.5% * * * * *
Quarterly Asset Rotation t.qaro Tactical: DIY Momentum 24.6% * * * * *   11.5% * * * * *
Defensive Bond t.dbnd Tactical: DIY Momentum 47.1% * * * * *   9.6% * * * * *
Dynamic Harry Browne t.dyhb Tactical: DIY Momentum 106.4% * * * * *   10.2% * * * * *
Hedge Replication HDG Tactical: Managed Blended 7.6% * * * * *   2.5% * * * * *
DWA Tech Leaders PDP Tactical: Managed Blended 5.4% * * * * *   8.3% * * * * *
IQ Hedge Multi-Strat QAI Tactical: Managed Blended 12.7% * * * * *   4.6% * * * * *
ProShares Lg Cap CSM Tactical: Managed Hedged: 130-30 11.2% * * * * *   11.0% * * * * *
MultiAsset ETF RLY Tactical: Managed Hedged: Abs Return 11.4% * * * * *   3.0% * * * * *
IQ Merger Arbitrage MNA Tactical: Managed Hedged: Arbitrage -340.5% * * * * *   11.7% * * * * *
QuantSh AntiBeta BTAL Tactical: Managed Hedged: Mkt Neutral -15.0% * * * * *   10.2% * * * * *
WisdmTr EM HiYld DEM Tactical: Managed Income: Equity 53.0% * * * * *   5.7% * * * * *
WisdmTr EM SmCap DGS Tactical: Managed Income: Equity 1.0% * * * * *   0.5% * * * * *
WisdomTree ex-US DLN Tactical: Managed Income: Equity 16.8% * * * * *   13.5% * * * * *
WisdmTr Intl SmCap DLS Tactical: Managed Income: Equity 86.6% * * * * *   12.8% * * * * *
iShares Select Dividend DVY Tactical: Managed Income: Equity 13.8% * * * * *   11.6% * * * * *
SPDR S&P Int'l DWX Tactical: Managed Income: Equity 1924.6% * * * * *   24.9% * * * * *
iShares Hi Div Equity HDV Tactical: Managed Income: Equity 27.8% * * * * *   10.6% * * * * *
iShr Intl Select Dividend IDV Tactical: Managed Income: Equity -2128.3% * * * * *   23.3% * * * * *
PowerShares Intl Div PID Tactical: Managed Income: Equity 43.7% * * * * *   15.0% * * * * *
SPDR S&P Dividend SDY Tactical: Managed Income: Equity 8.4% * * * * *   5.7% * * * * *
Vanguard Hi Div Yld ETF VYM Tactical: Managed Income: Equity 12.7% * * * * *   10.0% * * * * *
PwrSh Sr Loan Portfolio BKLN Tactical: Managed Income: Float Rate 50.7% * * * * *   6.6% * * * * *
Gugg Multi-Asset CVY Tactical: Managed Income: Multi 1.5% * * * * *   1.5% * * * * *
Barclays Conv Bond CWB Tactical: Managed Income: Multi 16.4% * * * * *   12.5% * * * * *
ETF: SPDR Inc Alloc INKM Tactical: Managed Income: Multi 26.4% * * * * *   10.0% * * * * *
iSh MultiAsset Income IYLD Tactical: Managed Income: Multi 49.6% * * * * *   8.4% * * * * *
FirstTrust Multi-Asset MDIV Tactical: Managed Income: Multi 14.6% * * * * *   7.7% * * * * *
iShr Preferred ETF PFF Tactical: Managed Income: Multi 7.0% * * * * *   3.8% * * * * *
PowerSh Preferred ETF PGX Tactical: Managed Income: Multi 6.3% * * * * *   3.3% * * * * *
First Trust Focus 5 FV Tactical: Managed Sector Rotation 0.3% * * * * *   0.7% * * * * *
S&P Aggressive AOA Tactical: Managed Risk-Driven 16.7% * * * * *   10.7% * * * * *
S&P Conservative AOK Tactical: Managed Risk-Driven 24.1% * * * * *   9.0% * * * * *
S&P Moderate AOM Tactical: Managed Risk-Driven 22.8% * * * * *   9.3% * * * * *
S&P Growth AOR Tactical: Managed Risk-Driven 18.8% * * * * *   10.1% * * * * *
Dreyfus Alpha I AVGRX Tactical: Managed Blended 4.4% * * * * *   1.2% * * * * *
Principal GlobMultiStrat PMSAX Tactical: Managed Blended 17.4% * * * * *   4.3% * * * * *
Hundredfold Select SFHYX Tactical: Managed Blended 22.8% * * * * *   5.8% * * * * *
UBS Global Alloc BPGLX Tactical: Managed Global Macro 15.3% * * * * *   8.7% * * * * *
DFA Select Hedged DSHGX Tactical: Managed Global Macro 12.6% * * * * *   9.2% * * * * *
GMO Benchm-Free GBMFX Tactical: Managed Global Macro 432.5% * * * * *   7.5% * * * * *
Leuthold Global GLBIX Tactical: Managed Global Macro 16.4% * * * * *   6.1% * * * * *
GMO Global Alloc GMWAX Tactical: Managed Global Macro 28.7% * * * * *   8.9% * * * * *
Ivy Asset Strategy IVAEX Tactical: Managed Global Macro 21.8% * * * * *   11.9% * * * * *
Leuthold Core LCORX Tactical: Managed Global Macro 8.5% * * * * *   6.0% * * * * *
Loomis Global Eq Y LSWWX Tactical: Managed Global Macro 10.9% * * * * *   8.9% * * * * *
BlackRock Global I MALOX Tactical: Managed Global Macro 19.9% * * * * *   11.4% * * * * *
MFS Global Tot Ret MFWIX Tactical: Managed Global Macro 24.4% * * * * *   9.1% * * * * *
PIMCO All-Asset PAUIX Tactical: Managed Global Macro 26.1% * * * * *   8.5% * * * * *
Thornburg Inv Income Y TIBIX Tactical: Managed Global Macro 355.1% * * * * *   20.8% * * * * *
VALIC Global Strat VGLSX Tactical: Managed Global Macro 20.0% * * * * *   10.5% * * * * *
MainStay Int'l Opp MYITX Tactical: Managed Hedged: 130-30 56.5% * * * * *   13.9% * * * * *
MFS Target Return A DVRAX Tactical: Managed Hedged: Abs Return 77.8% * * * * *   8.9% * * * * *
EatonVance GlobalMacro EIGMX Tactical: Managed Hedged: Abs Return 116.0% * * * * *   7.1% * * * * *
Natixis ASG Global GAFYX Tactical: Managed Hedged: Abs Return 6.7% * * * * *   3.2% * * * * *
Goldman Sachs Instl GARTX Tactical: Managed Hedged: Abs Return 10.1% * * * * *   4.3% * * * * *
Jhancock Global Abs Ret I JHAIX Tactical: Managed Hedged: Abs Return 14.7% * * * * *   6.6% * * * * *
Putnam Abs Ret 100 Y PARYX Tactical: Managed Hedged: Abs Return 131.1% * * * * *   4.1% * * * * *
Putnam Abs Ret 300 Y PYTRX Tactical: Managed Hedged: Abs Return 37.7% * * * * *   8.2% * * * * *
AQR Divers N ADANX Tactical: Managed Hedged: Arbitrage -116.9% * * * * *   6.1% * * * * *
Arbitrage I ARBNX Tactical: Managed Hedged: Arbitrage 265.7% * * * * *   6.2% * * * * *
BlackRock EmMkt A BLSAX Tactical: Managed Hedged: Long/Short 63.3% * * * * *   5.8% * * * * *
Robeco Long/Short I BPLSX Tactical: Managed Hedged: Long/Short 24.9% * * * * *   15.1% * * * * *
Diamond Hill Long-Short I DHLSX Tactical: Managed Hedged: Long/Short 16.6% * * * * *   5.0% * * * * *
MainStay Marketfield A MFADX Tactical: Managed Hedged: Long/Short 0.8% * * * * *   0.8% * * * * *
Calamos Market Neu Inc CVSIX Tactical: Managed Hedged: Mkt Neutral 87.6% * * * * *   7.0% * * * * *
Gabelli ABC AAA GABCX Tactical: Managed Hedged: Mkt Neutral 26.8% * * * * *   6.0% * * * * *
JPMorgan Mkt Neutral A JMNAX Tactical: Managed Hedged: Mkt Neutral 46.7% * * * * *   8.3% * * * * *
Vanguard Market Neutral VMNFX Tactical: Managed Hedged: Mkt Neutral 14.3% * * * * *   -0.3% * * * * *
Fidelity Equity FEQTX Tactical: Managed Income: Equity 22.0% * * * * *   12.2% * * * * *
Fidelity Strategic FSDIX Tactical: Managed Income: Equity 13.5% * * * * *   9.7% * * * * *
Columbia Div Income LBSAX Tactical: Managed Income: Equity 11.9% * * * * *   9.1% * * * * *
Invesco Divers Dividend LCEIX Tactical: Managed Income: Equity 8.7% * * * * *   7.2% * * * * *
BlackRock Eq Dividend MDDVX Tactical: Managed Income: Equity 9.8% * * * * *   6.4% * * * * *
T. Rowe Equity Income PRFDX Tactical: Managed Income: Equity 7.3% * * * * *   5.8% * * * * *
Schwab Div Equity SWDSX Tactical: Managed Income: Equity 21.9% * * * * *   15.6% * * * * *
Vanguard Equity VEIPX Tactical: Managed Income: Equity 13.7% * * * * *   10.2% * * * * *
Lord Abbett Float Rate LFRAX Tactical: Managed Income: Float Rate 19.1% * * * * *   2.0% * * * * *
Calamos Global Growth CVLOX Tactical: Managed Income: Global 13.2% * * * * *   10.7% * * * * *
Loomis Global Eq A LGMAX Tactical: Managed Income: Global 10.7% * * * * *   8.6% * * * * *
Neuberger Berman Eq Inc NBHAX Tactical: Managed Income: Global 20.2% * * * * *   13.4% * * * * *
Thornburg Inv Income A TIBAX Tactical: Managed Income: Global 193.5% * * * * *   19.5% * * * * *
Am Century Target Date ARTOX Tactical: Managed Income: Multi 18.1% * * * * *   8.5% * * * * *
BlackRock Strat Inc Opp BASIX Tactical: Managed Income: Multi 31.3% * * * * *   4.9% * * * * *
Calamos Convertible A CCVIX Tactical: Managed Income: Multi 10.5% * * * * *   8.6% * * * * *
Invesco Convertible Y CNSDX Tactical: Managed Income: Multi 12.2% * * * * *   9.9% * * * * *
Fidelity Convertibles FCVSX Tactical: Managed Income: Multi 6.5% * * * * *   6.6% * * * * *
Goldman Sachs Strat Inc GSZAX Tactical: Managed Income: Multi 17.0% * * * * *   2.6% * * * * *
Inst: Forward Select KIFYX Tactical: Managed Income: Multi 8.9% * * * * *   4.8% * * * * *
Nuveen Preferred I NPSRX Tactical: Managed Income: Multi 28.0% * * * * *   4.9% * * * * *
Pimco Income P PONPX Tactical: Managed Income: Multi 35.2% * * * * *   5.3% * * * * *
Principal Preferred PPSIX Tactical: Managed Income: Multi 39.1% * * * * *   7.3% * * * * *
T. Rowe Global Bond PRSNX Tactical: Managed Income: Multi 38.7% * * * * *   4.6% * * * * *
T. Rowe Retire Balanced TRRIX Tactical: Managed Income: Multi 19.4% * * * * *   6.8% * * * * *
Vanguard LifeStrategy VASIX Tactical: Managed Income: Multi 23.3% * * * * *   7.9% * * * * *
Vanguard Target Retire VTINX Tactical: Managed Income: Multi 23.8% * * * * *   8.2% * * * * *
Vanguard Wellesley Adm VWIAX Tactical: Managed Income: Multi 18.7% * * * * *   8.2% * * * * *
Fidelity Muni FHIGX Tactical: Managed Income: Tax Exempt -6.3% * * * * *   -1.5% * * * * *
Nuveen Amer Muni FLAAX Tactical: Managed Income: Tax Exempt 0.7% * * * * *   0.5% * * * * *
BlackRock Nat'l Muni MDNLX Tactical: Managed Income: Tax Exempt -5.1% * * * * *   -0.8% * * * * *
T. Rowe Summit Muni PRINX Tactical: Managed Income: Tax Exempt -2.8% * * * * *   -0.5% * * * * *
Vanguard LT Tax-Exempt VWLTX Tactical: Managed Income: Tax Exempt -2.6% * * * * *   -0.4% * * * * *
Sound Mind Investing SMIFX Tactical: Managed Momentum 7.6% * * * * *   8.7% * * * * *
Grimaldi Sector NAVFX Tactical: Managed Sector Rotation 10.3% * * * * *   11.6% * * * * *
FundX Upgrader XCOR Tactical: Managed Momentum 10.5% * * * * *   12.3% * * * * *
Ibbotson Balanced BETFX Tactical: Managed Risk-Driven 17.5% * * * * *   9.8% * * * * *
Columbia Thermostat Z COTZX Tactical: Managed Risk-Driven 28.2% * * * * *   13.9% * * * * *
Dodge & Cox Balanced DODBX Tactical: Managed Risk-Driven 16.6% * * * * *   9.5% * * * * *
Fidelity Balanced FBALX Tactical: Managed Risk-Driven 7.0% * * * * *   5.8% * * * * *
Fidelity Puritan FPURX Tactical: Managed Risk-Driven 4.5% * * * * *   4.3% * * * * *
Janus Balanced JANBX Tactical: Managed Risk-Driven 14.7% * * * * *   10.9% * * * * *
Schwab Balanced SWOBX Tactical: Managed Risk-Driven 15.5% * * * * *   10.3% * * * * *
Vanguard Balanced VBIAX Tactical: Managed Risk-Driven 11.3% * * * * *   9.4% * * * * *
ValueLine AssetAlloc VLAAX Tactical: Managed Risk-Driven 19.6% * * * * *   13.7% * * * * *
Vanguard Wellesley Inv VWINX Tactical: Managed Risk-Driven 23.8% * * * * *   9.1% * * * * *
Vanguard LifeStrat Growth VASGX Tactical: Managed Risk-Driven 19.5% * * * * *   12.3% * * * * *
Vanguard Wellington Inv VWELX Tactical: Managed Risk-Driven 17.4% * * * * *   11.7% * * * * *
Vanguard STAR Inv VGSTX Tactical: Managed Risk-Driven 14.0% * * * * *   9.0% * * * * *
FPA Crescent FPACX Tactical: Managed Risk-Driven 10.1% * * * * *   5.7% * * * * *
WF Asset Allocation WFAIX Tactical: Managed Risk-Driven 14.4% * * * * *   10.9% * * * * *
Berkshire Hathaway Inc BRK.A Tactical: Managed Global Macro 93.4% * * * * *   33.5% * * * * *