Recipe Summary Page

for period ending February 28, 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

Use this page to find a high return, lower risk portfolio recipe using the Choose—Invest—Rebalance™ process.

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.

In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the portfolio recipes. Sort any column by clicking the heading in the gray row. Click any portfolio name below for full details including recipe ingredients.

Maximum Drawdown vs. Annual Return
● All recipes ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
  Total Return, annualized % Max DrawDown
Recipe Name ID Peer Group Category 1 month YTD 1 year 3 year 5 year 10 year 15 year 20 year 15 year 20 year
U.S. Total Bond Market BND Benchmark Benchmark 2.2% 2.8% 5.8% * * * * * * *
S&P 500 SPY Benchmark Benchmark -1.3% 1.4% 18.4% * * * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark Benchmark -0.3% 1.8% 12.8% * * * * * * *
S&P 500 Equal Weight RSP Tactical: Managed Equal Weight -0.6% 2.8% 12.4% * * * * * * *
Permanent Portfolio PRPFX Tactical: Managed Low Equity 1.3% 4.9% 25.0% * * * * * * *
Hedge Replication HDG Tactical: Managed Blended -0.1% 1.0% 5.3% * * * * * * *
DWA Tech Leaders PDP Tactical: Managed Blended -4.4% -0.1% 13.1% * * * * * * *
iSh Global Energy PWC Tactical: Managed Blended 0.9% 4.7% 14.8% * * * * * * *
IQ Hedge Multi-Strat QAI Tactical: Managed Blended -0.6% 1.0% 6.5% * * * * * * *
ProShares Lg Cap CSM Tactical: Managed Hedged: 130-30 -1.6% 1.6% 15.8% * * * * * * *
MultiAsset ETF RLY Tactical: Managed Hedged: Abs Return 0.6% 3.4% 8.7% * * * * * * *
IQ Merger Arbitrage MNA Tactical: Managed Hedged: Arbitrage 0.8% 2.2% 7.5% * * * * * * *
QuantSh AntiBeta BTAL Tactical: Managed Hedged: Mkt Neutral 7.7% 5.6% 11.3% * * * * * * *
WisdmTr EM HiYld DEM Tactical: Managed Income: Equity 0.0% 1.9% 4.8% * * * * * * *
WisdmTr EM SmCap DGS Tactical: Managed Income: Equity 0.2% -0.8% 0.8% * * * * * * *
WisdomTree ex-US DLN Tactical: Managed Income: Equity 2.1% 5.5% 20.4% * * * * * * *
WisdmTr Intl SmCap DLS Tactical: Managed Income: Equity 1.5% 3.4% 7.2% * * * * * * *
iShares Select Dividend DVY Tactical: Managed Income: Equity 2.5% 5.2% 23.1% * * * * * * *
SPDR S&P Int'l DWX Tactical: Managed Income: Equity 3.3% 5.3% 11.1% * * * * * * *
iShares Hi Div Equity HDV Tactical: Managed Income: Equity 5.3% 7.5% 18.7% * * * * * * *
iShr Intl Select Dividend IDV Tactical: Managed Income: Equity 4.2% 8.0% 14.6% * * * * * * *
PowerShares Intl Div PID Tactical: Managed Income: Equity 0.3% 3.9% 8.8% * * * * * * *
SPDR S&P Dividend SDY Tactical: Managed Income: Equity 2.8% 4.7% 12.9% * * * * * * *
Vanguard Hi Div Yld ETF VYM Tactical: Managed Income: Equity 1.3% 5.1% 19.5% * * * * * * *
PwrSh Sr Loan Portfolio BKLN Tactical: Managed Income: Float Rate 0.1% 0.6% 7.7% * * * * * * *
Gugg Multi-Asset CVY Tactical: Managed Income: Multi -0.6% 3.4% 10.5% * * * * * * *
Barclays Conv Bond CWB Tactical: Managed Income: Multi -1.3% 1.7% 12.6% * * * * * * *
ETF: SPDR Inc Alloc INKM Tactical: Managed Income: Multi 1.4% 3.0% 9.6% * * * * * * *
iSh MultiAsset Income IYLD Tactical: Managed Income: Multi 1.0% 3.3% 7.1% * * * * * * *
FirstTrust Multi-Asset MDIV Tactical: Managed Income: Multi 1.5% 3.6% 13.8% * * * * * * *
iShr Preferred ETF PFF Tactical: Managed Income: Multi 0.7% 1.9% 5.3% * * * * * * *
PowerSh Preferred ETF PGX Tactical: Managed Income: Multi 1.6% 2.3% 4.2% * * * * * * *
First Trust Focus 5 FV Tactical: Managed Sector Rotation -4.8% 0.4% 7.0% * * * * * * *
S&P Aggressive AOA Tactical: Managed Risk-Driven 0.1% 2.5% 12.6% * * * * * * *
S&P Conservative AOK Tactical: Managed Risk-Driven 1.2% 2.5% 8.5% * * * * * * *
S&P Moderate AOM Tactical: Managed Risk-Driven 0.9% 2.4% 9.3% * * * * * * *
S&P Growth AOR Tactical: Managed Risk-Driven 0.5% 2.6% 11.1% * * * * * * *
Dreyfus Alpha I AVGRX Tactical: Managed Blended -0.6% -0.2% 6.2% * * * * * * *
Principal GlobMultiStrat PMSAX Tactical: Managed Blended 0.3% 1.6% 7.5% * * * * * * *
Hundredfold Select SFHYX Tactical: Managed Blended 0.9% 1.4% 5.3% * * * * * * *
UBS Global Alloc BPGLX Tactical: Managed Global Macro 0.8% 2.6% 10.7% * * * * * * *
DFA Select Hedged DSHGX Tactical: Managed Global Macro -0.7% 2.0% 14.7% * * * * * * *
GMO Benchm-Free GBMFX Tactical: Managed Global Macro 1.7% 3.2% 7.4% * * * * * * *
Leuthold Global GLBIX Tactical: Managed Global Macro -0.2% 3.4% 4.0% * * * * * * *
GMO Global Alloc GMWAX Tactical: Managed Global Macro 0.9% 3.4% 8.3% * * * * * * *
Ivy Asset Strategy IVAEX Tactical: Managed Global Macro 0.0% 3.5% 13.7% * * * * * * *
Leuthold Core LCORX Tactical: Managed Global Macro -2.3% 1.7% 5.5% * * * * * * *
Loomis Global Eq Y LSWWX Tactical: Managed Global Macro -1.9% 2.2% 10.8% * * * * * * *
BlackRock Global I MALOX Tactical: Managed Global Macro -0.2% 2.6% 10.2% * * * * * * *
MFS Global Tot Ret MFWIX Tactical: Managed Global Macro 1.6% 4.0% 8.7% * * * * * * *
PIMCO All-Asset PAUIX Tactical: Managed Global Macro 2.1% 3.9% 6.8% * * * * * * *
Thornburg Inv Income Y TIBIX Tactical: Managed Global Macro 3.5% 8.0% 22.5% * * * * * * *
VALIC Global Strat VGLSX Tactical: Managed Global Macro 0.3% 2.9% 11.9% * * * * * * *
MainStay Int'l Opp MYITX Tactical: Managed Hedged: 130-30 2.6% 6.7% 14.1% * * * * * * *
MFS Target Return A DVRAX Tactical: Managed Hedged: Abs Return 1.9% 4.3% 10.0% * * * * * * *
EatonVance GlobalMacro EIGMX Tactical: Managed Hedged: Abs Return 0.8% 2.4% 8.6% * * * * * * *
Natixis ASG Global GAFYX Tactical: Managed Hedged: Abs Return -0.8% 1.9% 8.3% * * * * * * *
Goldman Sachs Instl GARTX Tactical: Managed Hedged: Abs Return -0.1% 2.7% 8.0% * * * * * * *
Jhancock Global Abs Ret I JHAIX Tactical: Managed Hedged: Abs Return 1.9% 4.3% 7.5% * * * * * * *
Putnam Abs Ret 100 Y PARYX Tactical: Managed Hedged: Abs Return 0.8% 1.3% 3.1% * * * * * * *
Putnam Abs Ret 300 Y PYTRX Tactical: Managed Hedged: Abs Return 2.1% 2.8% 6.4% * * * * * * *
AQR Divers N ADANX Tactical: Managed Hedged: Arbitrage 1.3% 1.9% 5.1% * * * * * * *
Arbitrage I ARBNX Tactical: Managed Hedged: Arbitrage 1.2% 2.4% 6.1% * * * * * * *
BlackRock EmMkt A BLSAX Tactical: Managed Hedged: Long/Short 0.1% 1.4% 7.1% * * * * * * *
Robeco Long/Short I BPLSX Tactical: Managed Hedged: Long/Short 0.2% 4.7% 15.7% * * * * * * *
Diamond Hill Long-Short I DHLSX Tactical: Managed Hedged: Long/Short -0.4% 3.8% 10.1% * * * * * * *
MainStay Marketfield A MFADX Tactical: Managed Hedged: Long/Short -0.3% 2.8% 9.3% * * * * * * *
Calamos Market Neu Inc CVSIX Tactical: Managed Hedged: Mkt Neutral 0.5% 1.2% 7.3% * * * * * * *
Gabelli ABC AAA GABCX Tactical: Managed Hedged: Mkt Neutral 0.4% 0.9% 8.2% * * * * * * *
JPMorgan Mkt Neutral A JMNAX Tactical: Managed Hedged: Mkt Neutral 0.0% 0.5% 11.4% * * * * * * *
Vanguard Market Neutral VMNFX Tactical: Managed Hedged: Mkt Neutral 0.3% 0.8% 3.2% * * * * * * *
Fidelity Equity FEQTX Tactical: Managed Income: Equity 0.9% 3.9% 13.5% * * * * * * *
Fidelity Strategic FSDIX Tactical: Managed Income: Equity 1.2% 3.7% 13.9% * * * * * * *
Columbia Div Income LBSAX Tactical: Managed Income: Equity 1.2% 5.3% 15.8% * * * * * * *
Invesco Divers Dividend LCEIX Tactical: Managed Income: Equity 0.5% 5.5% 15.0% * * * * * * *
BlackRock Eq Dividend MDDVX Tactical: Managed Income: Equity 1.9% 6.3% 13.3% * * * * * * *
T. Rowe Equity Income PRFDX Tactical: Managed Income: Equity 1.0% 5.6% 14.6% * * * * * * *
Schwab Div Equity SWDSX Tactical: Managed Income: Equity 1.7% 5.3% 19.7% * * * * * * *
Vanguard Equity VEIPX Tactical: Managed Income: Equity 1.0% 5.1% 19.4% * * * * * * *
Lord Abbett Float Rate LFRAX Tactical: Managed Income: Float Rate 0.2% 0.8% 4.3% * * * * * * *
Calamos Global Growth CVLOX Tactical: Managed Income: Global -1.6% 0.7% 14.8% * * * * * * *
Loomis Global Eq A LGMAX Tactical: Managed Income: Global -1.9% 2.2% 10.6% * * * * * * *
Neuberger Berman Eq Inc NBHAX Tactical: Managed Income: Global 2.2% 6.8% 19.5% * * * * * * *
Thornburg Inv Income A TIBAX Tactical: Managed Income: Global 3.5% 7.9% 22.1% * * * * * * *
Am Century Target Date ARTOX Tactical: Managed Income: Multi 0.6% 2.6% 9.8% * * * * * * *
BlackRock Strat Inc Opp BASIX Tactical: Managed Income: Multi 1.1% 2.0% 3.8% * * * * * * *
Calamos Convertible A CCVIX Tactical: Managed Income: Multi -3.2% 0.3% 10.3% * * * * * * *
Invesco Convertible Y CNSDX Tactical: Managed Income: Multi -2.2% 0.3% 11.5% * * * * * * *
Fidelity Convertibles FCVSX Tactical: Managed Income: Multi -3.0% 0.1% 14.6% * * * * * * *
Goldman Sachs Strat Inc GSZAX Tactical: Managed Income: Multi 0.5% 2.3% 3.1% * * * * * * *
Inst: Forward Select KIFYX Tactical: Managed Income: Multi 0.1% -0.3% 8.6% * * * * * * *
Nuveen Preferred I NPSRX Tactical: Managed Income: Multi 1.2% 2.1% 5.8% * * * * * * *
Pimco Income P PONPX Tactical: Managed Income: Multi 1.8% 3.0% 3.8% * * * * * * *
Principal Preferred PPSIX Tactical: Managed Income: Multi 0.7% 1.6% 8.8% * * * * * * *
T. Rowe Global Bond PRSNX Tactical: Managed Income: Multi 1.3% 1.9% 2.3% * * * * * * *
T. Rowe Retire Balanced TRRIX Tactical: Managed Income: Multi 0.8% 2.6% 7.4% * * * * * * *
Vanguard LifeStrategy VASIX Tactical: Managed Income: Multi 1.2% 2.3% 7.6% * * * * * * *
Vanguard Target Retire VTINX Tactical: Managed Income: Multi 1.0% 2.3% 8.1% * * * * * * *
Vanguard Wellesley Adm VWIAX Tactical: Managed Income: Multi 1.8% 3.6% 10.9% * * * * * * *
Fidelity Muni FHIGX Tactical: Managed Income: Tax Exempt 1.0% 1.4% 0.9% * * * * * * *
Nuveen Amer Muni FLAAX Tactical: Managed Income: Tax Exempt 1.0% 1.4% 2.0% * * * * * * *
BlackRock Nat'l Muni MDNLX Tactical: Managed Income: Tax Exempt 0.8% 1.1% 0.2% * * * * * * *
T. Rowe Summit Muni PRINX Tactical: Managed Income: Tax Exempt 1.1% 1.2% 1.3% * * * * * * *
Vanguard LT Tax-Exempt VWLTX Tactical: Managed Income: Tax Exempt 1.1% 1.3% 0.8% * * * * * * *
Sound Mind Investing SMIFX Tactical: Managed Momentum -3.5% 0.7% 12.6% * * * * * * *
Grimaldi Sector NAVFX Tactical: Managed Sector Rotation -2.5% 2.3% 19.1% * * * * * * *
FundX Upgrader XCOR Tactical: Managed Momentum -3.1% -0.8% 17.6% * * * * * * *
Ibbotson Balanced BETFX Tactical: Managed Risk-Driven 0.1% 2.2% 11.5% * * * * * * *
Columbia Thermostat Z COTZX Tactical: Managed Risk-Driven 0.9% 2.3% 12.0% * * * * * * *
Dodge & Cox Balanced DODBX Tactical: Managed Risk-Driven 1.9% 6.1% 15.4% * * * * * * *
Fidelity Balanced FBALX Tactical: Managed Risk-Driven -0.5% 1.4% 14.0% * * * * * * *
Fidelity Puritan FPURX Tactical: Managed Risk-Driven -2.1% 0.8% 13.7% * * * * * * *
Janus Balanced JANBX Tactical: Managed Risk-Driven 0.1% 2.1% 13.9% * * * * * * *
Schwab Balanced SWOBX Tactical: Managed Risk-Driven -0.7% 1.2% 11.8% * * * * * * *
Vanguard Balanced VBIAX Tactical: Managed Risk-Driven -0.3% 1.8% 14.1% * * * * * * *
ValueLine AssetAlloc VLAAX Tactical: Managed Risk-Driven 0.6% 3.1% 10.2% * * * * * * *
Vanguard Wellesley Inv VWINX Tactical: Managed Risk-Driven 1.8% 3.6% 10.9% * * * * * * *
Vanguard LifeStrat Growth VASGX Tactical: Managed Risk-Driven 0.0% 2.6% 13.7% * * * * * * *
Vanguard Wellington Inv VWELX Tactical: Managed Risk-Driven -0.2% 2.0% 15.1% * * * * * * *
Vanguard STAR Inv VGSTX Tactical: Managed Risk-Driven 0.2% 3.2% 11.3% * * * * * * *
FPA Crescent FPACX Tactical: Managed Risk-Driven 0.1% 3.0% 13.7% * * * * * * *
WF Asset Allocation WFAIX Tactical: Managed Risk-Driven 0.1% 1.5% 14.0% * * * * * * *
Berkshire Hathaway Inc BRK.A Tactical: Managed Global Macro 10.3% 13.8% 25.7% * * * * * * *