Recipe Summary Page
for period ending November 30, 2024
More ways to view this list of Portfolio Recipes:
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
Use this page to find a high return, lower risk portfolio recipe using the Choose—Invest—Rebalance™ process.
- Choose a portfolio recipe that meets your needs by comparing return, risk, and cost.
- Invest in a portfolio recipe by buying the underlying ingredients. See How to Invest
- Rebalance your portfolio to keep the mix of ingredients up-to-date. See How to rebalance your portfolio
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. 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.
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 | 1.1% | 3.1% | 6.8% | * | * | * | * | * | * | * |
S&P 500 | SPY | Benchmark | Benchmark | 6.0% | 28.0% | 33.8% | * | * | * | * | * | * | * |
Strategic 50-50 | s.5050 | Strategic: DIY | Balanced | 3.9% | 14.9% | 20.0% | * | * | * | * | * | * | * |
Strategic 60-40 Portfolio | s.6040 | Strategic: DIY | Balanced | 4.4% | 17.4% | 22.8% | * | * | * | * | * | * | * |
7Twelve Israelson | s.712 | Strategic: DIY | Balanced | 2.8% | 11.0% | 15.8% | * | * | * | * | * | * | * |
Couch Potato: Scott Burns | s.couc | Strategic: DIY | Balanced | 3.6% | 15.1% | 19.5% | * | * | * | * | * | * | * |
Ben Graham 50-50 | s.grah | Strategic: DIY | Balanced | 2.4% | 10.1% | 15.2% | * | * | * | * | * | * | * |
Safe Haven Portfolio | s.have | Strategic: DIY | Balanced | 0.7% | 16.2% | 19.4% | * | * | * | * | * | * | * |
Six Ways from Sunday | s.lazy | Strategic: DIY | Balanced | 3.3% | 11.3% | 16.4% | * | * | * | * | * | * | * |
ETF Moderate | s.mode | Strategic: DIY | Balanced | 3.1% | 13.0% | 18.9% | * | * | * | * | * | * | * |
David Swensen inspired | s.swen | Strategic: DIY | Balanced | 3.2% | 12.8% | 19.7% | * | * | * | * | * | * | * |
Lazy: Ultimate Buy & Hold | s.buyh | Strategic: DIY | Balanced | 2.0% | 9.4% | 14.7% | * | * | * | * | * | * | * |
Lazy: Coffeehouse | s.coff | Strategic: DIY | Balanced | 3.8% | 12.5% | 19.4% | * | * | * | * | * | * | * |
Lazy: Margaritaville | s.marg | Strategic: DIY | Balanced | 2.3% | 14.2% | 19.3% | * | * | * | * | * | * | * |
Lazy: Smart Money | s.smar | Strategic: DIY | Balanced | 3.2% | 13.1% | 18.6% | * | * | * | * | * | * | * |
Strategic 70-30 Portfolio | s.7030 | Strategic: DIY | High Equity | 5.0% | 19.9% | 25.6% | * | * | * | * | * | * | * |
Strategic 80-20 Portfolio | s.8020 | Strategic: DIY | High Equity | 5.6% | 22.4% | 28.5% | * | * | * | * | * | * | * |
ETF Aggressive | s.aggr | Strategic: DIY | High Equity | 2.9% | 14.1% | 20.4% | * | * | * | * | * | * | * |
Ben Stein inspired | s.bens | Strategic: DIY | High Equity | 2.7% | 15.2% | 19.9% | * | * | * | * | * | * | * |
Low Volatility Portfolio | s.lowv | Strategic: DIY | High Equity | 0.6% | 11.0% | 12.9% | * | * | * | * | * | * | * |
Lazy: Aronson | s.aron | Strategic: DIY | High Equity | 3.7% | 13.9% | 20.9% | * | * | * | * | * | * | * |
Lazy: No Brainer | s.nobr | Strategic: DIY | High Equity | 3.9% | 15.4% | 22.6% | * | * | * | * | * | * | * |
Lazy: Second Grader | s.seco | Strategic: DIY | High Equity | 4.0% | 21.0% | 27.3% | * | * | * | * | * | * | * |
Lazy: Yale Unconventional | s.yale | Strategic: DIY | High Equity | 3.1% | 13.4% | 20.7% | * | * | * | * | * | * | * |
Harry Browne inspired | s.brow | Strategic: DIY | Low Equity | 1.5% | 14.1% | 18.7% | * | * | * | * | * | * | * |
Ray Dalio inspired | s.dali | Strategic: DIY | Low Equity | 1.6% | 8.8% | 12.8% | * | * | * | * | * | * | * |
Ivy Portfolio | s.ivyp | Strategic: DIY | Low Equity | 1.9% | 10.4% | 14.9% | * | * | * | * | * | * | * |
No Equity Portfolio | s.noeq | Strategic: DIY | Low Equity | 1.0% | 13.4% | 20.8% | * | * | * | * | * | * | * |
Permanent Plus | s.plus | Strategic: DIY | Low Equity | 1.8% | 19.1% | 24.8% | * | * | * | * | * | * | * |
Black Swan Hyperinflation | s.swan | Strategic: DIY | Low Equity | -0.5% | 9.3% | 9.6% | * | * | * | * | * | * | * |
Talmud Dividend Equities | s.talm | Strategic: DIY | Low Equity | 1.8% | 20.3% | 26.7% | * | * | * | * | * | * | * |
Worst Case Scenario | s.wors | Strategic: DIY | Low Equity | -1.8% | 5.9% | 7.1% | * | * | * | * | * | * | * |
Talmud with Blue Chip | s.talc | Strategic: DIY | Low Equity | 4.2% | 12.7% | 18.9% | * | * | * | * | * | * | * |
Talmud Broad Market | s.talb | Strategic: DIY | Low Equity | 4.0% | 14.9% | 21.9% | * | * | * | * | * | * | * |
Talmud with Small Cap | s.tals | Strategic: DIY | Low Equity | 5.2% | 13.4% | 21.9% | * | * | * | * | * | * | * |
Talmud Equities and Gold | s.talg | Strategic: DIY | Low Equity | 2.6% | 23.8% | 30.4% | * | * | * | * | * | * | * |
S&P 500 Equal Weight | RSP | Tactical: Managed | Equal Weight | 6.4% | 20.3% | 28.5% | * | * | * | * | * | * | * |
Permanent Portfolio | PRPFX | Tactical: Managed | Low Equity | 3.4% | 26.8% | 30.6% | * | * | * | * | * | * | * |
Adaptive Allocation A | t.aaaa | Tactical: DIY | Adaptive | 2.9% | 19.0% | 25.2% | * | * | * | * | * | * | * |
Adaptive Allocation B | t.aaab | Tactical: DIY | Adaptive | 2.3% | 18.0% | 23.4% | * | * | * | * | * | * | * |
Adaptive Allocation C | t.aaac | Tactical: DIY | Adaptive | 2.6% | 18.9% | 24.4% | * | * | * | * | * | * | * |
Adaptive Allocation D | t.aaad | Tactical: DIY | Adaptive | 2.1% | 13.5% | 17.6% | * | * | * | * | * | * | * |
Adaptive Allocation E | t.aaae | Tactical: DIY | Adaptive | 3.9% | 17.7% | 26.3% | * | * | * | * | * | * | * |
Adaptive Allocation F | t.aaaf | Tactical: DIY | Adaptive | 1.4% | 26.6% | 30.3% | * | * | * | * | * | * | * |
Minimum Correlation | t.coco | Tactical: DIY | Correlation | 2.9% | 18.6% | 24.7% | * | * | * | * | * | * | * |
Maximum Diversification | t.mdiv | Tactical: DIY | Diversification | 2.5% | 17.6% | 23.1% | * | * | * | * | * | * | * |
Equal Weight With Cluster | t.dist | Tactical: DIY | Correlation | 1.8% | 15.1% | 22.3% | * | * | * | * | * | * | * |
Minimum Mean Abs Deviation | t.madm | Tactical: DIY | Risk-Driven | 3.0% | 20.4% | 23.9% | * | * | * | * | * | * | * |
Minimum Variance A | t.mvar | Tactical: DIY | Risk-Driven | 2.5% | 20.0% | 23.4% | * | * | * | * | * | * | * |
Risk Parity Portfolio A | t.rpba | Tactical: DIY | Risk-Driven | 2.6% | 17.4% | 24.0% | * | * | * | * | * | * | * |
Maximum Sortino Portfolio | t.sort | Tactical: DIY | Risk/Reward | -1.0% | 10.9% | 13.4% | * | * | * | * | * | * | * |
Equal Weight Portfolio | t.eqwt | Tactical: DIY | Equal Weight | 2.8% | 16.3% | 23.6% | * | * | * | * | * | * | * |
Faber Rel Strength: Top 1 | t.frs1 | Tactical: DIY | Momentum | 6.0% | 26.2% | 32.0% | * | * | * | * | * | * | * |
Faber Rel Strength: Top 2 | t.frs2 | Tactical: DIY | Momentum | 5.1% | 20.6% | 26.6% | * | * | * | * | * | * | * |
Faber Rel Strength: Top 3 | t.frs3 | Tactical: DIY | Momentum | 3.3% | 14.4% | 21.8% | * | * | * | * | * | * | * |
Faber Rel Strength: Top 4 | t.frs4 | Tactical: DIY | Momentum | 2.7% | 10.3% | 16.0% | * | * | * | * | * | * | * |
Pure Momentum | t.pure | Tactical: DIY | Momentum | 6.0% | 2.9% | 8.6% | * | * | * | * | * | * | * |
Quartile Sector Rotation | t.srqr | Tactical: DIY | Sector Rotation | 1.5% | 118.8% | 155.5% | * | * | * | * | * | * | * |
Rel Strength Sector Rotatn | t.srrs | Tactical: DIY | Sector Rotation | 5.7% | 22.5% | 28.1% | * | * | * | * | * | * | * |
Top 5 Sector Rotation | t.srt5 | Tactical: DIY | Sector Rotation | 9.5% | 38.0% | 47.5% | * | * | * | * | * | * | * |
Top 3 Sector Rotation | t.srt3 | Tactical: DIY | Sector Rotation | 9.6% | 35.3% | 42.5% | * | * | * | * | * | * | * |
Minimum CdaR | t.cdar | Tactical: DIY | Risk-Driven | 3.0% | 9.3% | 13.7% | * | * | * | * | * | * | * |
Minimum CvaR | t.cvar | Tactical: DIY | Risk-Driven | -1.1% | 22.1% | 25.7% | * | * | * | * | * | * | * |
Equal Risk Contribution | t.eqrc | Tactical: DIY | Risk-Driven | 2.3% | 15.8% | 21.7% | * | * | * | * | * | * | * |
Minimum Drawdown | t.loss | Tactical: DIY | Risk-Driven | -0.4% | 19.7% | 22.8% | * | * | * | * | * | * | * |
Minimum Downside MAD | t.madd | Tactical: DIY | Risk-Driven | 3.0% | 20.4% | 23.9% | * | * | * | * | * | * | * |
Minimum Correlation A | t.mca1 | Tactical: DIY | Risk-Driven | 2.0% | 14.3% | 19.6% | * | * | * | * | * | * | * |
Minimum Correlation B | t.mca2 | Tactical: DIY | Risk-Driven | 2.2% | 15.8% | 21.7% | * | * | * | * | * | * | * |
Minimum Variance B | t.mva2 | Tactical: DIY | Risk-Driven | 1.8% | 14.8% | 19.3% | * | * | * | * | * | * | * |
Minimum Variance C | t.mva3 | Tactical: DIY | Risk-Driven | 1.8% | 18.5% | 23.2% | * | * | * | * | * | * | * |
Min Downside Deviation | t.risd | Tactical: DIY | Risk-Driven | 1.6% | 16.3% | 19.3% | * | * | * | * | * | * | * |
Risk Parity With Cluster | t.rpcl | Tactical: DIY | Risk-Driven | 1.6% | 15.8% | 22.1% | * | * | * | * | * | * | * |
Risk Parity Portfolio B | t.rsop | Tactical: DIY | Risk-Driven | 2.4% | 16.8% | 23.5% | * | * | * | * | * | * | * |
Target Return 12% | t.tret | Tactical: DIY | Risk-Driven | 2.5% | 20.0% | 23.4% | * | * | * | * | * | * | * |
Target Risk 10% | t.tris | Tactical: DIY | Risk-Driven | 0.5% | 15.9% | 18.2% | * | * | * | * | * | * | * |
Maximum Sharpe Portfolio | t.shar | Tactical: DIY | Risk/Reward | -0.5% | 13.1% | 16.0% | * | * | * | * | * | * | * |
Target Return Post-Modern | t.trdd | Tactical: DIY | Target Return | 1.3% | 16.6% | 19.4% | * | * | * | * | * | * | * |
Active Combined Asset | t.acap | Tactical: DIY | Momentum | 2.4% | 23.9% | 28.0% | * | * | * | * | * | * | * |
Quarterly Asset Rotation | t.qaro | Tactical: DIY | Momentum | 1.8% | 21.4% | 27.5% | * | * | * | * | * | * | * |
Defensive Bond | t.dbnd | Tactical: DIY | Momentum | 1.7% | 8.7% | 13.2% | * | * | * | * | * | * | * |
Dynamic Harry Browne | t.dyhb | Tactical: DIY | Momentum | -1.4% | 14.1% | 17.9% | * | * | * | * | * | * | * |
Hedge Replication | HDG | Tactical: Managed | Blended | 1.8% | 6.3% | 9.1% | * | * | * | * | * | * | * |
DWA Tech Leaders | PDP | Tactical: Managed | Blended | 12.7% | 36.6% | 44.7% | * | * | * | * | * | * | * |
iSh Global Energy | PWC | Tactical: Managed | Blended | 5.8% | 26.8% | 33.8% | * | * | * | * | * | * | * |
IQ Hedge Multi-Strat | QAI | Tactical: Managed | Blended | 2.3% | 8.4% | 10.8% | * | * | * | * | * | * | * |
ProShares Lg Cap | CSM | Tactical: Managed | Hedged: 130-30 | 5.9% | 26.1% | 33.2% | * | * | * | * | * | * | * |
MultiAsset ETF | RLY | Tactical: Managed | Hedged: Abs Return | 1.4% | 7.5% | 9.5% | * | * | * | * | * | * | * |
IQ Merger Arbitrage | MNA | Tactical: Managed | Hedged: Arbitrage | 0.0% | 4.5% | 6.6% | * | * | * | * | * | * | * |
QuantSh AntiBeta | BTAL | Tactical: Managed | Hedged: Mkt Neutral | -4.9% | 11.3% | -0.2% | * | * | * | * | * | * | * |
WisdmTr EM HiYld | DEM | Tactical: Managed | Income: Equity | -1.9% | 6.5% | 12.1% | * | * | * | * | * | * | * |
WisdmTr EM SmCap | DGS | Tactical: Managed | Income: Equity | -1.1% | 4.0% | 10.1% | * | * | * | * | * | * | * |
WisdomTree ex-US | DLN | Tactical: Managed | Income: Equity | 5.1% | 26.0% | 31.7% | * | * | * | * | * | * | * |
WisdmTr Intl SmCap | DLS | Tactical: Managed | Income: Equity | 0.6% | 5.2% | 13.5% | * | * | * | * | * | * | * |
iShares Select Dividend | DVY | Tactical: Managed | Income: Equity | 6.4% | 25.8% | 33.0% | * | * | * | * | * | * | * |
SPDR S&P Int'l | DWX | Tactical: Managed | Income: Equity | 0.9% | 7.3% | 11.8% | * | * | * | * | * | * | * |
iShares Hi Div Equity | HDV | Tactical: Managed | Income: Equity | 3.0% | 22.1% | 26.2% | * | * | * | * | * | * | * |
iShr Intl Select Dividend | IDV | Tactical: Managed | Income: Equity | 0.2% | 7.7% | 14.4% | * | * | * | * | * | * | * |
PowerShares Intl Div | PID | Tactical: Managed | Income: Equity | 1.3% | 8.4% | 14.5% | * | * | * | * | * | * | * |
SPDR S&P Dividend | SDY | Tactical: Managed | Income: Equity | 4.2% | 17.3% | 23.5% | * | * | * | * | * | * | * |
Vanguard Hi Div Yld ETF | VYM | Tactical: Managed | Income: Equity | 5.4% | 23.2% | 30.2% | * | * | * | * | * | * | * |
PwrSh Sr Loan Portfolio | BKLN | Tactical: Managed | Income: Float Rate | 1.2% | 7.8% | 10.0% | * | * | * | * | * | * | * |
Gugg Multi-Asset | CVY | Tactical: Managed | Income: Multi | 6.1% | 18.2% | 24.9% | * | * | * | * | * | * | * |
Barclays Conv Bond | CWB | Tactical: Managed | Income: Multi | 6.8% | 15.1% | 22.0% | * | * | * | * | * | * | * |
ETF: SPDR Inc Alloc | INKM | Tactical: Managed | Income: Multi | 2.2% | 9.3% | 15.1% | * | * | * | * | * | * | * |
iSh MultiAsset Income | IYLD | Tactical: Managed | Income: Multi | 0.0% | 4.3% | 9.5% | * | * | * | * | * | * | * |
FirstTrust Multi-Asset | MDIV | Tactical: Managed | Income: Multi | 4.3% | 14.7% | 19.1% | * | * | * | * | * | * | * |
iShr Preferred ETF | PFF | Tactical: Managed | Income: Multi | 0.8% | 11.2% | 14.5% | * | * | * | * | * | * | * |
PowerSh Preferred ETF | PGX | Tactical: Managed | Income: Multi | -0.3% | 10.2% | 13.2% | * | * | * | * | * | * | * |
First Trust Focus 5 | FV | Tactical: Managed | Sector Rotation | 6.9% | 19.3% | 30.2% | * | * | * | * | * | * | * |
S&P Aggressive | AOA | Tactical: Managed | Risk-Driven | 3.3% | 16.5% | 22.1% | * | * | * | * | * | * | * |
S&P Conservative | AOK | Tactical: Managed | Risk-Driven | 1.9% | 8.6% | 13.0% | * | * | * | * | * | * | * |
S&P Moderate | AOM | Tactical: Managed | Risk-Driven | 2.1% | 9.9% | 14.4% | * | * | * | * | * | * | * |
S&P Growth | AOR | Tactical: Managed | Risk-Driven | 2.7% | 13.1% | 18.2% | * | * | * | * | * | * | * |
Dreyfus Alpha I | AVGRX | Tactical: Managed | Blended | 1.5% | 12.7% | 12.4% | * | * | * | * | * | * | * |
Principal GlobMultiStrat | PMSAX | Tactical: Managed | Blended | 1.6% | 9.6% | 7.1% | * | * | * | * | * | * | * |
Hundredfold Select | SFHYX | Tactical: Managed | Blended | 2.2% | 6.0% | 7.7% | * | * | * | * | * | * | * |
UBS Global Alloc | BPGLX | Tactical: Managed | Global Macro | 3.3% | 13.2% | 18.5% | * | * | * | * | * | * | * |
DFA Select Hedged | DSHGX | Tactical: Managed | Global Macro | 4.2% | 22.7% | 29.0% | * | * | * | * | * | * | * |
GMO Benchm-Free | GBMFX | Tactical: Managed | Global Macro | -0.1% | 3.9% | 8.5% | * | * | * | * | * | * | * |
Leuthold Global | GLBIX | Tactical: Managed | Global Macro | 1.9% | 6.1% | 9.8% | * | * | * | * | * | * | * |
GMO Global Alloc | GMWAX | Tactical: Managed | Global Macro | 1.3% | 8.1% | 13.9% | * | * | * | * | * | * | * |
Ivy Asset Strategy | IVAEX | Tactical: Managed | Global Macro | 2.2% | 19.6% | 24.2% | * | * | * | * | * | * | * |
Leuthold Core | LCORX | Tactical: Managed | Global Macro | 4.1% | 14.5% | 18.5% | * | * | * | * | * | * | * |
Loomis Global Eq Y | LSWWX | Tactical: Managed | Global Macro | 4.0% | 18.8% | 25.0% | * | * | * | * | * | * | * |
BlackRock Global I | MALOX | Tactical: Managed | Global Macro | 3.2% | 14.0% | 17.8% | * | * | * | * | * | * | * |
MFS Global Tot Ret | MFWIX | Tactical: Managed | Global Macro | 1.5% | 9.0% | 15.0% | * | * | * | * | * | * | * |
PIMCO All-Asset | PAUIX | Tactical: Managed | Global Macro | 2.2% | 3.7% | 8.3% | * | * | * | * | * | * | * |
Thornburg Inv Income Y | TIBIX | Tactical: Managed | Global Macro | -0.8% | 13.9% | 19.8% | * | * | * | * | * | * | * |
VALIC Global Strat | VGLSX | Tactical: Managed | Global Macro | 2.6% | 16.1% | 21.5% | * | * | * | * | * | * | * |
MainStay Int'l Opp | MYITX | Tactical: Managed | Hedged: 130-30 | 0.0% | 11.5% | 16.6% | * | * | * | * | * | * | * |
Absolute Strategies I | ASFIX | Tactical: Managed | Hedged: Abs Return | 2.2% | -6.7% | -6.3% | * | * | * | * | * | * | * |
MFS Target Return A | DVRAX | Tactical: Managed | Hedged: Abs Return | 0.9% | 9.8% | 9.4% | * | * | * | * | * | * | * |
EatonVance GlobalMacro | EIGMX | Tactical: Managed | Hedged: Abs Return | 0.7% | 6.6% | 8.1% | * | * | * | * | * | * | * |
Natixis ASG Global | GAFYX | Tactical: Managed | Hedged: Abs Return | 2.6% | 12.2% | 7.5% | * | * | * | * | * | * | * |
Goldman Sachs Instl | GARTX | Tactical: Managed | Hedged: Abs Return | 2.3% | 9.4% | 9.3% | * | * | * | * | * | * | * |
Jhancock Global Abs Ret I | JHAIX | Tactical: Managed | Hedged: Abs Return | 3.2% | 7.2% | 9.3% | * | * | * | * | * | * | * |
Putnam Abs Ret 100 Y | PARYX | Tactical: Managed | Hedged: Abs Return | 0.1% | 1.2% | 2.3% | * | * | * | * | * | * | * |
Putnam Abs Ret 300 Y | PYTRX | Tactical: Managed | Hedged: Abs Return | 1.1% | 3.4% | 7.3% | * | * | * | * | * | * | * |
AQR Divers N | ADANX | Tactical: Managed | Hedged: Arbitrage | -0.6% | 2.6% | 4.0% | * | * | * | * | * | * | * |
Arbitrage I | ARBNX | Tactical: Managed | Hedged: Arbitrage | 0.2% | 3.4% | 4.8% | * | * | * | * | * | * | * |
BlackRock EmMkt A | BLSAX | Tactical: Managed | Hedged: Long/Short | -2.5% | 8.8% | 12.8% | * | * | * | * | * | * | * |
Robeco Long/Short I | BPLSX | Tactical: Managed | Hedged: Long/Short | 3.4% | 20.2% | 24.9% | * | * | * | * | * | * | * |
Diamond Hill Long-Short I | DHLSX | Tactical: Managed | Hedged: Long/Short | 0.6% | 12.1% | 13.1% | * | * | * | * | * | * | * |
MainStay Marketfield A | MFADX | Tactical: Managed | Hedged: Long/Short | 4.4% | 11.6% | 14.5% | * | * | * | * | * | * | * |
Aberdeen Long-Short A | MLSAX | Tactical: Managed | Hedged: Long/Short | 3.4% | 17.9% | 28.1% | * | * | * | * | * | * | * |
Calamos Market Neu Inc | CVSIX | Tactical: Managed | Hedged: Mkt Neutral | 0.7% | 7.1% | 3.0% | * | * | * | * | * | * | * |
Gabelli ABC AAA | GABCX | Tactical: Managed | Hedged: Mkt Neutral | 2.0% | 9.9% | 12.1% | * | * | * | * | * | * | * |
JPMorgan Mkt Neutral A | JMNAX | Tactical: Managed | Hedged: Mkt Neutral | 1.3% | 14.9% | 12.6% | * | * | * | * | * | * | * |
Vanguard Market Neutral | VMNFX | Tactical: Managed | Hedged: Mkt Neutral | -1.7% | 5.9% | 7.4% | * | * | * | * | * | * | * |
Fidelity Equity | FEQTX | Tactical: Managed | Income: Equity | 4.7% | 22.0% | 28.4% | * | * | * | * | * | * | * |
Fidelity Strategic | FSDIX | Tactical: Managed | Income: Equity | 4.4% | 19.8% | 25.1% | * | * | * | * | * | * | * |
Columbia Div Income | LBSAX | Tactical: Managed | Income: Equity | 4.8% | 22.4% | 27.6% | * | * | * | * | * | * | * |
Invesco Divers Dividend | LCEIX | Tactical: Managed | Income: Equity | 5.2% | 20.8% | 27.2% | * | * | * | * | * | * | * |
BlackRock Eq Dividend | MDDVX | Tactical: Managed | Income: Equity | 4.4% | 18.6% | 24.0% | * | * | * | * | * | * | * |
T. Rowe Equity Income | PRFDX | Tactical: Managed | Income: Equity | 4.9% | 21.3% | 28.0% | * | * | * | * | * | * | * |
Schwab Div Equity | SWDSX | Tactical: Managed | Income: Equity | 4.6% | 25.0% | 30.8% | * | * | * | * | * | * | * |
Vanguard Equity | VEIPX | Tactical: Managed | Income: Equity | 4.9% | 23.1% | 29.7% | * | * | * | * | * | * | * |
Lord Abbett Float Rate | LFRAX | Tactical: Managed | Income: Float Rate | 0.2% | 3.3% | 4.2% | * | * | * | * | * | * | * |
Calamos Global Growth | CVLOX | Tactical: Managed | Income: Global | 3.4% | 29.8% | 33.8% | * | * | * | * | * | * | * |
Loomis Global Eq A | LGMAX | Tactical: Managed | Income: Global | 4.0% | 18.5% | 24.7% | * | * | * | * | * | * | * |
Neuberger Berman Eq Inc | NBHAX | Tactical: Managed | Income: Global | 5.4% | 22.2% | 28.2% | * | * | * | * | * | * | * |
Thornburg Inv Income A | TIBAX | Tactical: Managed | Income: Global | -0.8% | 13.6% | 19.5% | * | * | * | * | * | * | * |
Am Century Target Date | ARTOX | Tactical: Managed | Income: Multi | 2.4% | 11.0% | 15.3% | * | * | * | * | * | * | * |
BlackRock Strat Inc Opp | BASIX | Tactical: Managed | Income: Multi | 0.7% | 0.8% | 3.6% | * | * | * | * | * | * | * |
Calamos Convertible A | CCVIX | Tactical: Managed | Income: Multi | 6.3% | 16.3% | 20.5% | * | * | * | * | * | * | * |
Invesco Convertible Y | CNSDX | Tactical: Managed | Income: Multi | 6.6% | 16.1% | 21.5% | * | * | * | * | * | * | * |
Fidelity Convertibles | FCVSX | Tactical: Managed | Income: Multi | 8.4% | 21.6% | 27.1% | * | * | * | * | * | * | * |
Goldman Sachs Strat Inc | GSZAX | Tactical: Managed | Income: Multi | 1.0% | 0.0% | 2.5% | * | * | * | * | * | * | * |
Inst: Forward Select | KIFYX | Tactical: Managed | Income: Multi | 0.5% | 12.7% | 19.3% | * | * | * | * | * | * | * |
Nuveen Preferred I | NPSRX | Tactical: Managed | Income: Multi | 0.6% | 5.0% | 8.5% | * | * | * | * | * | * | * |
Pimco Income P | PONPX | Tactical: Managed | Income: Multi | 0.9% | 0.3% | 2.9% | * | * | * | * | * | * | * |
Principal Preferred | PPSIX | Tactical: Managed | Income: Multi | 0.5% | 10.0% | 12.5% | * | * | * | * | * | * | * |
T. Rowe Global Bond | PRSNX | Tactical: Managed | Income: Multi | 0.4% | 0.9% | 3.7% | * | * | * | * | * | * | * |
T. Rowe Retire Balanced | TRRIX | Tactical: Managed | Income: Multi | 1.4% | 8.7% | 11.9% | * | * | * | * | * | * | * |
Vanguard LifeStrategy | VASIX | Tactical: Managed | Income: Multi | 1.7% | 6.5% | 10.9% | * | * | * | * | * | * | * |
Vanguard Target Retire | VTINX | Tactical: Managed | Income: Multi | 1.8% | 8.1% | 9.4% | * | * | * | * | * | * | * |
Vanguard Wellesley Adm | VWIAX | Tactical: Managed | Income: Multi | 2.3% | 9.8% | 14.6% | * | * | * | * | * | * | * |
Fidelity Muni | FHIGX | Tactical: Managed | Income: Tax Exempt | 1.4% | 0.1% | 2.6% | * | * | * | * | * | * | * |
Nuveen Amer Muni | FLAAX | Tactical: Managed | Income: Tax Exempt | 1.6% | 1.3% | 3.9% | * | * | * | * | * | * | * |
BlackRock Nat'l Muni | MDNLX | Tactical: Managed | Income: Tax Exempt | 1.2% | -0.3% | 1.3% | * | * | * | * | * | * | * |
T. Rowe Summit Muni | PRINX | Tactical: Managed | Income: Tax Exempt | 1.5% | 1.0% | 3.3% | * | * | * | * | * | * | * |
Vanguard LT Tax-Exempt | VWLTX | Tactical: Managed | Income: Tax Exempt | 1.6% | -0.1% | 2.6% | * | * | * | * | * | * | * |
Sound Mind Investing | SMIFX | Tactical: Managed | Momentum | 6.7% | 27.1% | 32.0% | * | * | * | * | * | * | * |
Grimaldi Sector | NAVFX | Tactical: Managed | Sector Rotation | 6.6% | 29.3% | 37.7% | * | * | * | * | * | * | * |
FundX Upgrader | XCOR | Tactical: Managed | Momentum | 5.9% | 29.7% | 35.2% | * | * | * | * | * | * | * |
Ibbotson Balanced | BETFX | Tactical: Managed | Risk-Driven | 3.2% | 14.9% | 19.9% | * | * | * | * | * | * | * |
Columbia Thermostat Z | COTZX | Tactical: Managed | Risk-Driven | 2.9% | 10.4% | 15.1% | * | * | * | * | * | * | * |
Dodge & Cox Balanced | DODBX | Tactical: Managed | Risk-Driven | 2.8% | 14.9% | 20.2% | * | * | * | * | * | * | * |
Fidelity Balanced | FBALX | Tactical: Managed | Risk-Driven | 4.3% | 21.3% | 26.3% | * | * | * | * | * | * | * |
Fidelity Puritan | FPURX | Tactical: Managed | Risk-Driven | 4.6% | 23.2% | 28.4% | * | * | * | * | * | * | * |
Janus Balanced | JANBX | Tactical: Managed | Risk-Driven | 3.8% | 20.3% | 25.1% | * | * | * | * | * | * | * |
Schwab Balanced | SWOBX | Tactical: Managed | Risk-Driven | 3.4% | 17.1% | 22.7% | * | * | * | * | * | * | * |
Vanguard Balanced | VBIAX | Tactical: Managed | Risk-Driven | 4.5% | 19.9% | 25.5% | * | * | * | * | * | * | * |
ValueLine AssetAlloc | VLAAX | Tactical: Managed | Risk-Driven | 5.4% | 17.8% | 22.3% | * | * | * | * | * | * | * |
Vanguard Wellesley Inv | VWINX | Tactical: Managed | Risk-Driven | 2.3% | 9.7% | 14.5% | * | * | * | * | * | * | * |
Vanguard LifeStrat Growth | VASGX | Tactical: Managed | Risk-Driven | 3.4% | 18.4% | 24.3% | * | * | * | * | * | * | * |
Vanguard Wellington Inv | VWELX | Tactical: Managed | Risk-Driven | 4.1% | 19.6% | 24.2% | * | * | * | * | * | * | * |
Vanguard STAR Inv | VGSTX | Tactical: Managed | Risk-Driven | 3.0% | 14.3% | 20.1% | * | * | * | * | * | * | * |
FPA Crescent | FPACX | Tactical: Managed | Risk-Driven | 2.5% | 16.2% | 17.6% | * | * | * | * | * | * | * |
WF Asset Allocation | WFAIX | Tactical: Managed | Risk-Driven | 4.3% | 20.7% | 26.1% | * | * | * | * | * | * | * |
Berkshire Hathaway Inc | BRK.A | Tactical: Managed | Global Macro | 7.0% | 33.4% | 32.6% | * | * | * | * | * | * | * |