Recipe Summary Page

for period ending October 31, 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.

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.

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 -2.5% 2.0% 10.4% * * * * * * *
S&P 500 SPY Benchmark Benchmark -0.9% 20.8% 37.8% * * * * * * *
Strategic 50-50 s.5050 Strategic: DIY Balanced -1.6% 10.6% 23.5% * * * * * * *
Strategic 60-40 Portfolio s.6040 Strategic: DIY Balanced -1.4% 12.4% 26.3% * * * * * * *
7Twelve Israelson s.712 Strategic: DIY Balanced -1.6% 7.9% 19.2% * * * * * * *
Couch Potato: Scott Burns s.couc Strategic: DIY Balanced -1.3% 11.1% 22.4% * * * * * * *
Ben Graham 50-50 s.grah Strategic: DIY Balanced -2.6% 7.5% 19.6% * * * * * * *
Safe Haven Portfolio s.have Strategic: DIY Balanced -1.8% 15.3% 24.7% * * * * * * *
Six Ways from Sunday s.lazy Strategic: DIY Balanced -2.3% 7.7% 19.8% * * * * * * *
ETF Moderate s.mode Strategic: DIY Balanced -2.2% 9.6% 23.8% * * * * * * *
David Swensen inspired s.swen Strategic: DIY Balanced -2.9% 9.4% 26.3% * * * * * * *
Lazy: Ultimate Buy & Hold s.buyh Strategic: DIY Balanced -2.1% 7.2% 19.3% * * * * * * *
Lazy: Coffeehouse s.coff Strategic: DIY Balanced -1.5% 8.4% 23.3% * * * * * * *
Lazy: Margaritaville s.marg Strategic: DIY Balanced -1.5% 11.7% 24.6% * * * * * * *
Lazy: Smart Money s.smar Strategic: DIY Balanced -1.1% 9.6% 21.8% * * * * * * *
Strategic 70-30 Portfolio s.7030 Strategic: DIY High Equity -1.3% 14.2% 29.1% * * * * * * *
Strategic 80-20 Portfolio s.8020 Strategic: DIY High Equity -1.1% 16.0% 32.0% * * * * * * *
ETF Aggressive s.aggr Strategic: DIY High Equity -2.4% 10.9% 25.9% * * * * * * *
Ben Stein inspired s.bens Strategic: DIY High Equity -2.0% 12.2% 24.9% * * * * * * *
Low Volatility Portfolio s.lowv Strategic: DIY High Equity -1.9% 10.3% 16.3% * * * * * * *
Lazy: Aronson s.aron Strategic: DIY High Equity -1.7% 9.9% 25.5% * * * * * * *
Lazy: No Brainer s.nobr Strategic: DIY High Equity -1.5% 11.1% 27.5% * * * * * * *
Lazy: Second Grader s.seco Strategic: DIY High Equity -0.8% 16.4% 33.0% * * * * * * *
Lazy: Yale Unconventional s.yale Strategic: DIY High Equity -1.9% 10.0% 27.2% * * * * * * *
Harry Browne inspired s.brow Strategic: DIY Low Equity -0.6% 12.4% 23.7% * * * * * * *
Ray Dalio inspired s.dali Strategic: DIY Low Equity -1.4% 7.1% 16.9% * * * * * * *
Ivy Portfolio s.ivyp Strategic: DIY Low Equity -2.1% 8.3% 19.9% * * * * * * *
No Equity Portfolio s.noeq Strategic: DIY Low Equity -1.5% 12.3% 29.3% * * * * * * *
Permanent Plus s.plus Strategic: DIY Low Equity -0.5% 17.0% 32.2% * * * * * * *
Black Swan Hyperinflation s.swan Strategic: DIY Low Equity 0.6% 9.9% 11.0% * * * * * * *
Talmud Dividend Equities s.talm Strategic: DIY Low Equity -0.6% 18.2% 33.4% * * * * * * *
Worst Case Scenario s.wors Strategic: DIY Low Equity 1.1% 7.8% 9.2% * * * * * * *
Talmud with Blue Chip s.talc Strategic: DIY Low Equity -2.2% 8.1% 23.2% * * * * * * *
Talmud Broad Market s.talb Strategic: DIY Low Equity -2.2% 10.4% 27.3% * * * * * * *
Talmud with Small Cap s.tals Strategic: DIY Low Equity -1.8% 7.8% 24.5% * * * * * * *
Talmud Equities and Gold s.talg Strategic: DIY Low Equity 0.1% 20.7% 37.3% * * * * * * *
S&P 500 Equal Weight RSP Tactical: Managed Equal Weight -1.6% 13.1% 31.9% * * * * * * *
Permanent Portfolio PRPFX Tactical: Managed Low Equity 3.1% 22.6% 31.6% * * * * * * *
Adaptive Allocation A t.aaaa Tactical: DIY Adaptive -0.2% 15.6% 27.7% * * * * * * *
Adaptive Allocation B t.aaab Tactical: DIY Adaptive 0.4% 15.4% 25.7% * * * * * * *
Adaptive Allocation C t.aaac Tactical: DIY Adaptive 0.8% 15.9% 26.3% * * * * * * *
Adaptive Allocation D t.aaad Tactical: DIY Adaptive -0.1% 11.2% 18.9% * * * * * * *
Adaptive Allocation E t.aaae Tactical: DIY Adaptive -0.9% 13.2% 27.1% * * * * * * *
Adaptive Allocation F t.aaaf Tactical: DIY Adaptive -1.3% 24.8% 35.6% * * * * * * *
Minimum Correlation t.coco Tactical: DIY Correlation -2.2% 15.2% 31.0% * * * * * * *
Maximum Diversification t.mdiv Tactical: DIY Diversification -2.5% 14.6% 28.6% * * * * * * *
Equal Weight With Cluster t.dist Tactical: DIY Correlation -1.7% 13.0% 30.3% * * * * * * *
Minimum Mean Abs Deviation t.madm Tactical: DIY Risk-Driven -2.3% 17.0% 27.0% * * * * * * *
Minimum Variance A t.mvar Tactical: DIY Risk-Driven -2.9% 17.0% 27.2% * * * * * * *
Risk Parity Portfolio A t.rpba Tactical: DIY Risk-Driven -2.1% 14.4% 31.0% * * * * * * *
Maximum Sortino Portfolio t.sort Tactical: DIY Risk/Reward -2.5% 12.0% 17.4% * * * * * * *
Equal Weight Portfolio t.eqwt Tactical: DIY Equal Weight -2.0% 13.1% 30.8% * * * * * * *
Faber Rel Strength: Top 1 t.frs1 Tactical: DIY Momentum -3.4% 19.1% 25.9% * * * * * * *
Faber Rel Strength: Top 2 t.frs2 Tactical: DIY Momentum -2.1% 14.7% 19.6% * * * * * * *
Faber Rel Strength: Top 3 t.frs3 Tactical: DIY Momentum -3.2% 10.8% 17.8% * * * * * * *
Faber Rel Strength: Top 4 t.frs4 Tactical: DIY Momentum -3.2% 7.4% 13.1% * * * * * * *
Pure Momentum t.pure Tactical: DIY Momentum -3.1% -2.9% 11.9% * * * * * * *
Quartile Sector Rotation t.srqr Tactical: DIY Sector Rotation 9.9% 115.7% 210.1% * * * * * * *
Rel Strength Sector Rotatn t.srrs Tactical: DIY Sector Rotation -1.8% 15.9% 25.5% * * * * * * *
Top 5 Sector Rotation t.srt5 Tactical: DIY Sector Rotation 2.6% 26.1% 50.6% * * * * * * *
Top 3 Sector Rotation t.srt3 Tactical: DIY Sector Rotation 1.4% 23.5% 31.4% * * * * * * *
Minimum CdaR t.cdar Tactical: DIY Risk-Driven -4.3% 6.2% 18.5% * * * * * * *
Minimum CvaR t.cvar Tactical: DIY Risk-Driven -0.6% 23.4% 32.0% * * * * * * *
Equal Risk Contribution t.eqrc Tactical: DIY Risk-Driven -2.5% 13.2% 28.4% * * * * * * *
Minimum Drawdown t.loss Tactical: DIY Risk-Driven -1.3% 20.1% 29.2% * * * * * * *
Minimum Downside MAD t.madd Tactical: DIY Risk-Driven -2.3% 17.0% 27.0% * * * * * * *
Minimum Correlation A t.mca1 Tactical: DIY Risk-Driven -2.6% 12.1% 25.6% * * * * * * *
Minimum Correlation B t.mca2 Tactical: DIY Risk-Driven -2.4% 13.3% 28.3% * * * * * * *
Minimum Variance B t.mva2 Tactical: DIY Risk-Driven -2.7% 12.8% 24.8% * * * * * * *
Minimum Variance C t.mva3 Tactical: DIY Risk-Driven -2.5% 16.3% 29.0% * * * * * * *
Min Downside Deviation t.risd Tactical: DIY Risk-Driven -3.8% 14.4% 23.2% * * * * * * *
Risk Parity With Cluster t.rpcl Tactical: DIY Risk-Driven -1.9% 14.0% 29.6% * * * * * * *
Risk Parity Portfolio B t.rsop Tactical: DIY Risk-Driven -2.1% 14.0% 30.7% * * * * * * *
Target Return 12% t.tret Tactical: DIY Risk-Driven -2.9% 17.0% 23.4% * * * * * * *
Target Risk 10% t.tris Tactical: DIY Risk-Driven -2.7% 15.3% 21.8% * * * * * * *
Maximum Sharpe Portfolio t.shar Tactical: DIY Risk/Reward -2.2% 13.6% 19.4% * * * * * * *
Target Return Post-Modern t.trdd Tactical: DIY Target Return -3.1% 15.1% 20.9% * * * * * * *
Active Combined Asset t.acap Tactical: DIY Momentum 0.0% 21.1% 34.9% * * * * * * *
Quarterly Asset Rotation t.qaro Tactical: DIY Momentum 1.8% 19.3% 37.4% * * * * * * *
Defensive Bond t.dbnd Tactical: DIY Momentum -0.6% 6.9% 19.3% * * * * * * *
Dynamic Harry Browne t.dyhb Tactical: DIY Momentum 1.8% 15.8% 21.7% * * * * * * *
Hedge Replication HDG Tactical: Managed Blended -0.7% 4.4% 9.4% * * * * * * *
DWA Tech Leaders PDP Tactical: Managed Blended 0.3% 21.2% 41.0% * * * * * * *
iSh Global Energy PWC Tactical: Managed Blended -0.5% 19.9% 38.2% * * * * * * *
IQ Hedge Multi-Strat QAI Tactical: Managed Blended -0.6% 5.9% 11.9% * * * * * * *
ProShares Lg Cap CSM Tactical: Managed Hedged: 130-30 -1.0% 19.1% 37.0% * * * * * * *
MultiAsset ETF RLY Tactical: Managed Hedged: Abs Return -1.3% 6.0% 12.1% * * * * * * *
IQ Merger Arbitrage MNA Tactical: Managed Hedged: Arbitrage -0.2% 4.5% 5.6% * * * * * * *
QuantSh AntiBeta BTAL Tactical: Managed Hedged: Mkt Neutral 1.2% 17.1% -0.1% * * * * * * *
WisdmTr EM HiYld DEM Tactical: Managed Income: Equity -4.0% 8.6% 22.1% * * * * * * *
WisdmTr EM SmCap DGS Tactical: Managed Income: Equity -4.7% 5.1% 20.2% * * * * * * *
WisdomTree ex-US DLN Tactical: Managed Income: Equity -0.3% 19.9% 33.6% * * * * * * *
WisdmTr Intl SmCap DLS Tactical: Managed Income: Equity -6.3% 4.6% 21.6% * * * * * * *
iShares Select Dividend DVY Tactical: Managed Income: Equity -0.2% 18.2% 33.7% * * * * * * *
SPDR S&P Int'l DWX Tactical: Managed Income: Equity -4.9% 6.3% 17.5% * * * * * * *
iShares Hi Div Equity HDV Tactical: Managed Income: Equity 0.1% 18.6% 27.9% * * * * * * *
iShr Intl Select Dividend IDV Tactical: Managed Income: Equity -5.2% 7.5% 23.1% * * * * * * *
PowerShares Intl Div PID Tactical: Managed Income: Equity -3.4% 7.0% 23.6% * * * * * * *
SPDR S&P Dividend SDY Tactical: Managed Income: Equity -2.7% 12.6% 26.7% * * * * * * *
Vanguard Hi Div Yld ETF VYM Tactical: Managed Income: Equity -0.3% 16.9% 31.2% * * * * * * *
PwrSh Sr Loan Portfolio BKLN Tactical: Managed Income: Float Rate 0.7% 6.5% 10.1% * * * * * * *
Gugg Multi-Asset CVY Tactical: Managed Income: Multi -1.8% 11.3% 26.1% * * * * * * *
Barclays Conv Bond CWB Tactical: Managed Income: Multi 0.3% 7.8% 20.8% * * * * * * *
ETF: SPDR Inc Alloc INKM Tactical: Managed Income: Multi -1.9% 7.0% 20.2% * * * * * * *
iSh MultiAsset Income IYLD Tactical: Managed Income: Multi -1.7% 4.3% 15.3% * * * * * * *
FirstTrust Multi-Asset MDIV Tactical: Managed Income: Multi -1.4% 10.0% 22.2% * * * * * * *
iShr Preferred ETF PFF Tactical: Managed Income: Multi -0.7% 10.3% 22.5% * * * * * * *
PowerSh Preferred ETF PGX Tactical: Managed Income: Multi -1.8% 10.4% 24.7% * * * * * * *
First Trust Focus 5 FV Tactical: Managed Sector Rotation -1.4% 11.6% 37.7% * * * * * * *
S&P Aggressive AOA Tactical: Managed Risk-Driven -2.3% 12.8% 27.4% * * * * * * *
S&P Conservative AOK Tactical: Managed Risk-Driven -2.1% 6.5% 16.9% * * * * * * *
S&P Moderate AOM Tactical: Managed Risk-Driven -2.2% 7.6% 18.8% * * * * * * *
S&P Growth AOR Tactical: Managed Risk-Driven -2.3% 10.1% 23.0% * * * * * * *
Dreyfus Alpha I AVGRX Tactical: Managed Blended 0.2% 11.1% 12.5% * * * * * * *
Principal GlobMultiStrat PMSAX Tactical: Managed Blended -0.5% 7.9% 7.6% * * * * * * *
Hundredfold Select SFHYX Tactical: Managed Blended -1.0% 3.7% 9.9% * * * * * * *
UBS Global Alloc BPGLX Tactical: Managed Global Macro -1.3% 9.6% 22.3% * * * * * * *
DFA Select Hedged DSHGX Tactical: Managed Global Macro -0.5% 17.8% 33.5% * * * * * * *
GMO Benchm-Free GBMFX Tactical: Managed Global Macro -3.2% 4.0% 13.1% * * * * * * *
Leuthold Global GLBIX Tactical: Managed Global Macro -2.4% 4.2% 12.8% * * * * * * *
GMO Global Alloc GMWAX Tactical: Managed Global Macro -3.1% 6.8% 19.6% * * * * * * *
Ivy Asset Strategy IVAEX Tactical: Managed Global Macro 0.0% 17.0% 30.2% * * * * * * *
Leuthold Core LCORX Tactical: Managed Global Macro -1.1% 9.9% 19.4% * * * * * * *
Loomis Global Eq Y LSWWX Tactical: Managed Global Macro -1.7% 14.2% 31.7% * * * * * * *
BlackRock Global I MALOX Tactical: Managed Global Macro -1.6% 10.5% 21.9% * * * * * * *
MFS Global Tot Ret MFWIX Tactical: Managed Global Macro -2.1% 7.4% 20.4% * * * * * * *
PIMCO All-Asset PAUIX Tactical: Managed Global Macro -3.4% 1.5% 11.0% * * * * * * *
Thornburg Inv Income Y TIBIX Tactical: Managed Global Macro -1.1% 14.8% 27.5% * * * * * * *
VALIC Global Strat VGLSX Tactical: Managed Global Macro -1.3% 13.2% 27.3% * * * * * * *
MainStay Int'l Opp MYITX Tactical: Managed Hedged: 130-30 -3.4% 11.5% 25.7% * * * * * * *
Absolute Strategies I ASFIX Tactical: Managed Hedged: Abs Return 0.8% -8.7% -11.6% * * * * * * *
MFS Target Return A DVRAX Tactical: Managed Hedged: Abs Return -0.7% 8.8% 12.6% * * * * * * *
EatonVance GlobalMacro EIGMX Tactical: Managed Hedged: Abs Return -0.7% 5.9% 7.9% * * * * * * *
Natixis ASG Global GAFYX Tactical: Managed Hedged: Abs Return -1.5% 9.3% 5.2% * * * * * * *
Goldman Sachs Instl GARTX Tactical: Managed Hedged: Abs Return -1.2% 6.9% 10.2% * * * * * * *
Jhancock Global Abs Ret I JHAIX Tactical: Managed Hedged: Abs Return -1.6% 4.0% 8.1% * * * * * * *
Putnam Abs Ret 100 Y PARYX Tactical: Managed Hedged: Abs Return -0.8% 1.1% 3.6% * * * * * * *
Putnam Abs Ret 300 Y PYTRX Tactical: Managed Hedged: Abs Return -2.4% 2.2% 11.1% * * * * * * *
AQR Divers N ADANX Tactical: Managed Hedged: Arbitrage -0.6% 3.2% 6.1% * * * * * * *
Arbitrage I ARBNX Tactical: Managed Hedged: Arbitrage 0.8% 3.2% 7.2% * * * * * * *
BlackRock EmMkt A BLSAX Tactical: Managed Hedged: Long/Short -2.4% 11.6% 22.6% * * * * * * *
Robeco Long/Short I BPLSX Tactical: Managed Hedged: Long/Short -0.7% 16.3% 27.4% * * * * * * *
Diamond Hill Long-Short I DHLSX Tactical: Managed Hedged: Long/Short -0.7% 11.4% 18.3% * * * * * * *
MainStay Marketfield A MFADX Tactical: Managed Hedged: Long/Short 0.4% 6.9% 10.9% * * * * * * *
Aberdeen Long-Short A MLSAX Tactical: Managed Hedged: Long/Short -1.4% 14.0% 37.2% * * * * * * *
Calamos Market Neu Inc CVSIX Tactical: Managed Hedged: Mkt Neutral 0.3% 6.4% 3.9% * * * * * * *
Gabelli ABC AAA GABCX Tactical: Managed Hedged: Mkt Neutral 0.9% 7.8% 11.4% * * * * * * *
JPMorgan Mkt Neutral A JMNAX Tactical: Managed Hedged: Mkt Neutral 2.8% 13.4% 13.2% * * * * * * *
Vanguard Market Neutral VMNFX Tactical: Managed Hedged: Mkt Neutral -1.0% 7.8% 10.2% * * * * * * *
Fidelity Equity FEQTX Tactical: Managed Income: Equity -0.8% 16.5% 30.9% * * * * * * *
Fidelity Strategic FSDIX Tactical: Managed Income: Equity -0.7% 14.7% 27.6% * * * * * * *
Columbia Div Income LBSAX Tactical: Managed Income: Equity -0.7% 16.7% 29.5% * * * * * * *
Invesco Divers Dividend LCEIX Tactical: Managed Income: Equity -0.2% 14.9% 29.6% * * * * * * *
BlackRock Eq Dividend MDDVX Tactical: Managed Income: Equity -1.0% 13.6% 27.3% * * * * * * *
T. Rowe Equity Income PRFDX Tactical: Managed Income: Equity -0.6% 15.6% 31.0% * * * * * * *
Schwab Div Equity SWDSX Tactical: Managed Income: Equity -0.2% 19.5% 33.4% * * * * * * *
Vanguard Equity VEIPX Tactical: Managed Income: Equity 0.0% 17.3% 31.2% * * * * * * *
Lord Abbett Float Rate LFRAX Tactical: Managed Income: Float Rate 0.2% 3.1% 4.7% * * * * * * *
Calamos Global Growth CVLOX Tactical: Managed Income: Global 0.1% 25.6% 38.7% * * * * * * *
Loomis Global Eq A LGMAX Tactical: Managed Income: Global -1.7% 14.0% 31.3% * * * * * * *
Neuberger Berman Eq Inc NBHAX Tactical: Managed Income: Global -0.7% 16.0% 28.2% * * * * * * *
Thornburg Inv Income A TIBAX Tactical: Managed Income: Global -1.1% 14.6% 27.2% * * * * * * *
Am Century Target Date ARTOX Tactical: Managed Income: Multi -1.2% 8.4% 19.0% * * * * * * *
BlackRock Strat Inc Opp BASIX Tactical: Managed Income: Multi -1.7% 0.1% 5.3% * * * * * * *
Calamos Convertible A CCVIX Tactical: Managed Income: Multi 1.4% 9.4% 20.1% * * * * * * *
Invesco Convertible Y CNSDX Tactical: Managed Income: Multi 0.8% 8.9% 20.7% * * * * * * *
Fidelity Convertibles FCVSX Tactical: Managed Income: Multi 1.9% 12.1% 22.3% * * * * * * *
Goldman Sachs Strat Inc GSZAX Tactical: Managed Income: Multi -1.6% -1.0% 2.4% * * * * * * *
Inst: Forward Select KIFYX Tactical: Managed Income: Multi 0.2% 12.1% 27.4% * * * * * * *
Nuveen Preferred I NPSRX Tactical: Managed Income: Multi -0.9% 4.4% 13.0% * * * * * * *
Pimco Income P PONPX Tactical: Managed Income: Multi -1.9% -0.7% 5.4% * * * * * * *
Principal Preferred PPSIX Tactical: Managed Income: Multi -0.2% 9.4% 16.7% * * * * * * *
T. Rowe Global Bond PRSNX Tactical: Managed Income: Multi -0.3% 0.5% 7.8% * * * * * * *
T. Rowe Retire Balanced TRRIX Tactical: Managed Income: Multi -1.1% 7.2% 14.8% * * * * * * *
Vanguard LifeStrategy VASIX Tactical: Managed Income: Multi -1.8% 4.8% 14.5% * * * * * * *
Vanguard Target Retire VTINX Tactical: Managed Income: Multi -1.4% 6.1% 12.9% * * * * * * *
Vanguard Wellesley Adm VWIAX Tactical: Managed Income: Multi -1.5% 7.3% 18.4% * * * * * * *
Fidelity Muni FHIGX Tactical: Managed Income: Tax Exempt -1.8% -1.3% 7.6% * * * * * * *
Nuveen Amer Muni FLAAX Tactical: Managed Income: Tax Exempt -1.6% -0.3% 8.5% * * * * * * *
BlackRock Nat'l Muni MDNLX Tactical: Managed Income: Tax Exempt -1.6% -1.5% 4.7% * * * * * * *
T. Rowe Summit Muni PRINX Tactical: Managed Income: Tax Exempt -1.7% -0.5% 8.5% * * * * * * *
Vanguard LT Tax-Exempt VWLTX Tactical: Managed Income: Tax Exempt -1.9% -1.6% 8.4% * * * * * * *
Sound Mind Investing SMIFX Tactical: Managed Momentum -0.9% 19.1% 30.6% * * * * * * *
Grimaldi Sector NAVFX Tactical: Managed Sector Rotation 0.6% 21.2% 40.1% * * * * * * *
FundX Upgrader XCOR Tactical: Managed Momentum -0.3% 22.4% 41.0% * * * * * * *
Ibbotson Balanced BETFX Tactical: Managed Risk-Driven -1.0% 11.3% 23.8% * * * * * * *
Columbia Thermostat Z COTZX Tactical: Managed Risk-Driven -1.5% 7.3% 18.9% * * * * * * *
Dodge & Cox Balanced DODBX Tactical: Managed Risk-Driven -0.5% 11.9% 23.8% * * * * * * *
Fidelity Balanced FBALX Tactical: Managed Risk-Driven 0.0% 16.3% 30.2% * * * * * * *
Fidelity Puritan FPURX Tactical: Managed Risk-Driven -0.1% 17.8% 32.1% * * * * * * *
Janus Balanced JANBX Tactical: Managed Risk-Driven -0.3% 15.9% 29.0% * * * * * * *
Schwab Balanced SWOBX Tactical: Managed Risk-Driven -0.8% 13.3% 27.2% * * * * * * *
Vanguard Balanced VBIAX Tactical: Managed Risk-Driven -0.3% 14.8% 29.0% * * * * * * *
ValueLine AssetAlloc VLAAX Tactical: Managed Risk-Driven -1.1% 11.8% 26.7% * * * * * * *
Vanguard Wellesley Inv VWINX Tactical: Managed Risk-Driven -1.5% 7.2% 18.2% * * * * * * *
Vanguard LifeStrat Growth VASGX Tactical: Managed Risk-Driven -1.2% 14.5% 29.9% * * * * * * *
Vanguard Wellington Inv VWELX Tactical: Managed Risk-Driven 0.0% 14.9% 27.3% * * * * * * *
Vanguard STAR Inv VGSTX Tactical: Managed Risk-Driven -1.3% 11.0% 26.3% * * * * * * *
FPA Crescent FPACX Tactical: Managed Risk-Driven 0.8% 13.4% 21.9% * * * * * * *
WF Asset Allocation WFAIX Tactical: Managed Risk-Driven -0.5% 15.7% 30.2% * * * * * * *
Berkshire Hathaway Inc BRK.A Tactical: Managed Global Macro -2.1% 24.8% 30.7% * * * * * * *