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Recipe Summary Page

for period ending February 28, 2023
 
Use this page to find a high return, lower risk portfolio recipe using the Choose – Invest – RebalanceTM process. The 3, 5, 7, 10 and 15-year metrics are available only to RecipeInvesting.com paid subscribers. Upgrade your subscription for full access. Only $15 per month. Cancel anytime.
Maximum Drawdown vs. Annual Return
All recipesS&P 500 (SPY)U.S. Bonds (BND)Balanced (60% Equity / 40% Bonds)
 Total Return, annualized %Max
 DrawDown
Recipe NameIDPeer GroupCategory1 monthYTD1 year3 year5 year10 year15 year10 year15 year
AQR Divers NADANXTactical: ManagedHedged: Arbitrage0.1%1.0%-1.2%******
S&P AggressiveAOATactical: ManagedRisk-Driven-3.0%3.4%-7.5%******
S&P ConservativeAOKTactical: ManagedRisk-Driven-2.6%1.6%-8.7%******
S&P ModerateAOMTactical: ManagedRisk-Driven-2.8%2.2%-8.3%******
S&P GrowthAORTactical: ManagedRisk-Driven-2.8%3.2%-8.1%******
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage-0.2%0.0%0.5%******
Am Century Target DateARTOXTactical: ManagedIncome: Multi-2.0%2.4%-6.8%******
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return-0.4%-3.0%-0.1%******
Dreyfus Alpha IAVGRXTactical: ManagedBlended0.2%2.7%-3.8%******
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi-1.6%0.2%-5.3%******
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven-2.9%2.3%-6.8%******
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate-0.1%3.3%1.7%******
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short-7.4%1.6%-15.4%******
UBS Dyn Alpha ABNAAXTactical: ManagedBlended-1.3%1.1%-4.1%******
UBS Global AllocBPGLXTactical: ManagedGlobal Macro-3.1%2.0%-10.3%******
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short-1.6%3.7%7.1%******
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro-2.0%-1.1%-2.7%******
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi-1.9%2.7%-12.1%******
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi-2.0%1.0%-8.5%******
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven-2.4%1.8%-8.1%******
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return-1.6%0.9%-6.2%******
ProShares Lg CapCSMTactical: ManagedHedged: 130-30-2.1%5.6%-7.9%******
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global-3.1%2.6%-12.7%******
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral-0.3%1.9%-1.0%******
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi-3.1%6.6%-2.0%******
Barclays Conv BondCWBTactical: ManagedIncome: Multi-1.8%4.1%-10.0%******
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity-4.5%3.8%-9.1%******
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity-4.1%2.7%-9.2%******
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short-2.5%4.0%-4.4%******
WisdomTree ex-USDLNTactical: ManagedIncome: Equity-3.2%-0.5%-1.0%******
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity-2.2%6.1%-6.9%******
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven-2.7%2.7%-3.8%******
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro-2.1%5.1%-3.5%******
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return-0.5%1.6%-0.3%******
iShares Select DividendDVYTactical: ManagedIncome: Equity-3.7%0.4%1.2%******
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity-2.9%4.2%-8.8%******
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return0.5%2.1%1.9%******
Fidelity BalancedFBALXTactical: ManagedRisk-Driven-2.1%4.0%-9.2%******
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi0.4%4.8%-6.6%******
Fidelity EquityFEQTXTactical: ManagedIncome: Equity-2.5%3.2%0.8%******
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt-2.6%0.4%-8.0%******
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt-2.8%0.6%-13.3%******
FPA CrescentFPACXTactical: ManagedRisk-Driven-2.0%4.9%-2.4%******
Fidelity PuritanFPURXTactical: ManagedRisk-Driven-2.6%2.9%-9.0%******
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity-2.4%2.2%-3.8%******
First Trust Focus 5FVTactical: ManagedSector Rotation-2.5%1.8%1.5%******
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral-0.4%1.6%1.0%******
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return-0.5%2.0%4.8%******
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return-1.2%2.2%-1.2%******
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro-1.3%3.0%0.5%******
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro-2.1%1.6%-3.7%******
GMO Global AllocGMWAXTactical: ManagedGlobal Macro-2.3%3.3%-5.9%******
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi-0.4%2.2%-0.5%******
Hedge ReplicationHDGTactical: ManagedBlended-0.2%3.3%-2.2%******
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity-4.6%-3.6%1.1%******
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi-3.3%2.7%-7.2%******
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro-3.3%2.9%-5.1%******
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi-3.4%2.4%-10.3%******
Janus BalancedJANBXTactical: ManagedRisk-Driven-2.3%2.2%-9.5%******
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return-1.9%-0.7%-3.6%******
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral1.1%1.4%0.3%******
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short-2.1%3.6%-12.0%******
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi-3.6%4.9%-8.0%******
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity-2.8%-1.1%-0.8%******
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity-3.1%0.5%-1.5%******
Leuthold CoreLCORXTactical: ManagedGlobal Macro-1.9%0.5%-2.6%******
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate-0.1%1.5%-3.3%******
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global-3.8%3.5%-10.3%******
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro-3.8%3.6%-10.1%******
BlackRock Global IMALOXTactical: ManagedGlobal Macro-3.5%1.5%-12.1%******
IQ Hedge Macro ETFMCROTactical: ManagedBlended-0.6%2.8%-3.8%******
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity-3.0%2.7%-13.2%******
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi-3.0%3.9%-0.5%******
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt-2.6%0.3%-9.0%******
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short-3.6%-1.6%-0.0%******
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro-3.3%1.5%-5.5%******
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short-3.5%5.6%-10.6%******
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage-1.0%-1.4%-1.9%******
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-30-3.0%4.8%-5.9%******
Grimaldi SectorNAVFXTactical: ManagedSector Rotation-2.3%4.3%-7.5%******
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global-4.1%-1.9%-5.2%******
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi-1.4%3.6%-5.9%******
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return-0.9%0.2%-3.9%******
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro-4.0%2.4%-10.5%******
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return-1.1%-0.3%2.7%******
DWA Tech LeadersPDPTactical: ManagedBlended-1.8%4.5%-6.1%******
iShr Preferred ETFPFFTactical: ManagedIncome: Multi-2.1%7.7%-4.8%******
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro   ******
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi-3.0%10.3%-5.6%******
PowerShares Intl DivPIDTactical: ManagedIncome: Equity-3.7%4.0%-4.1%******
Principal GlobMultiStratPMSAXTactical: ManagedBlended-0.5%1.6%0.2%******
Pimco Income PPONPXTactical: ManagedIncome: Multi-2.5%0.3%-7.5%******
Principal PreferredPPSIXTactical: ManagedIncome: Multi-1.3%3.6%-3.2%******
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity-3.7%1.7%-2.5%******
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt-2.4%0.6%-8.9%******
Permanent PortfolioPRPFXStrategic: ManagedLow Equity-3.7%0.4%-3.5%******
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi-0.9%0.9%-14.1%******
iSh Global EnergyPWCTactical: ManagedBlended-0.4%5.1%-1.0%******
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return-0.1%0.5%-2.2%******
IQ Hedge Multi-StratQAITactical: ManagedBlended-0.9%2.0%-4.2%******
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral-100.0%-100.0%-100.0%******
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return-4.5%-0.0%0.7%******
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight-3.4%3.8%-3.2%******
Hundredfold SelectSFHYXTactical: ManagedBlended-3.5%0.6%-10.2%******
Sound Mind InvestingSMIFXTactical: ManagedMomentum-0.9%1.2%-2.5%******
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity-3.2%-1.3%-3.9%******
Schwab BalancedSWOBXTactical: ManagedRisk-Driven-2.7%1.8%-11.2%******
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global-0.8%4.9%-0.7%******
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro-0.8%5.0%-0.4%******
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi-1.9%1.9%-10.0%******
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven-2.9%3.5%-8.3%******
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi-2.4%1.4%-9.2%******
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven-2.4%2.9%-8.7%******
Vanguard EquityVEIPXTactical: ManagedIncome: Equity-3.9%-1.2%0.1%******
VALIC Global StratVGLSXTactical: ManagedGlobal Macro-2.8%2.1%-8.5%******
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven-3.2%3.8%-8.9%******
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven-2.3%2.8%-8.3%******
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral2.0%0.8%9.6%******
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi-2.6%1.8%-4.9%******
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi-2.1%1.7%-7.7%******
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven-3.3%0.4%-7.8%******
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi-3.3%-0.1%-6.5%******
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven-3.3%-0.1%-6.6%******
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt-2.9%0.2%-8.7%******
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity-3.5%-1.2%0.3%******
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven-2.8%1.9%-9.6%******
FundX UpgraderXCORTactical: ManagedMomentum-3.7%1.0%-16.3%******
Strategic 50-50s.5050Strategic: DIYBalanced-2.5%2.3%-8.8%******
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced-2.5%2.7%-8.6%******
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity-2.5%3.1%-8.5%******
7Twelve Israelsons.712Strategic: DIYBalanced-3.8%1.6%-6.7%******
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity-2.5%3.5%-8.4%******
ETF Aggressives.aggrStrategic: DIYHigh Equity-3.6%3.6%-7.3%******
Lazy: Aronsons.aronStrategic: DIYHigh Equity-3.3%3.5%-10.9%******
Ben Stein inspireds.bensStrategic: DIYHigh Equity-3.2%2.8%-5.4%******
Harry Browne inspireds.browStrategic: DIYLow Equity-3.4%1.7%-10.3%******
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced-3.0%2.5%-6.9%******
Lazy: Coffeehouses.coffStrategic: DIYBalanced-3.1%2.6%-7.7%******
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced-1.9%2.5%-9.2%******
Ray Dalio inspireds.daliStrategic: DIYLow Equity-3.0%1.2%-10.5%******
Ben Graham 50-50s.grahStrategic: DIYBalanced-2.7%2.1%-5.7%******
Safe Haven Portfolios.haveStrategic: DIYBalanced-4.4%-1.7%-5.2%******
Ivy Portfolios.ivypStrategic: DIYLow Equity-4.1%1.8%-7.9%******
Six Ways from Sundays.lazyStrategic: DIYBalanced-4.3%1.2%-6.0%******
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity-2.5%-0.7%-4.3%******
Lazy: Margaritavilles.margStrategic: DIYBalanced-2.7%3.0%-9.7%******
ETF Moderates.modeStrategic: DIYBalanced-3.3%2.8%-9.5%******
Lazy: No Brainers.nobrStrategic: DIYHigh Equity-2.3%4.7%-6.1%******
No Equity Portfolios.noeqStrategic: DIYLow Equity-5.4%2.1%-14.5%******
Permanent Pluss.plusStrategic: DIYLow Equity-3.8%3.2%-14.4%******
Lazy: Second Graders.secoStrategic: DIYHigh Equity-2.9%3.8%-8.2%******
Lazy: Smart Moneys.smarStrategic: DIYBalanced-2.6%2.3%-5.1%******
Black Swan Hyperinflations.swanStrategic: DIYLow Equity-4.4%-0.4%3.0%******
David Swensen inspireds.swenStrategic: DIYBalanced-3.7%3.4%-11.8%******
Talmud Broad Markets.talbStrategic: DIYLow Equity-3.6%2.9%-10.1%******
Talmud with Blue Chips.talcStrategic: DIYLow Equity-4.0%0.9%-7.3%******
Talmud Equities and Golds.talgStrategic: DIYLow Equity-4.5%2.8%-8.3%******
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity-4.7%1.6%-4.0%******
Talmud with Small Caps.talsStrategic: DIYLow Equity-2.8%4.0%-6.8%******
Worst Case Scenarios.worsStrategic: DIYLow Equity-2.1%-1.4%-9.2%******
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity-3.7%3.2%-12.5%******
Adaptive Allocation At.aaaaTactical: DIYAdaptive-5.6%-0.7%-13.2%******
Adaptive Allocation Bt.aaabTactical: DIYAdaptive-7.1%-1.1%-17.1%******
Adaptive Allocation Ct.aaacTactical: DIYAdaptive-6.9%-0.9%-16.6%******
Adaptive Allocation Dt.aaadTactical: DIYAdaptive-5.5%1.8%-6.2%******
Adaptive Allocation Et.aaaeTactical: DIYAdaptive-4.1%1.7%-17.8%******
Adaptive Allocation Ft.aaafTactical: DIYAdaptive-4.3%2.0%-12.1%******
Active Combined Assett.acapTactical: DIYMomentum-4.4%0.3%-15.1%******
Minimum CdaRt.cdarTactical: DIYRisk-Driven-3.9%1.6%-13.3%******
Minimum Correlationt.cocoTactical: DIYCorrelation-4.5%3.6%-16.8%******
Minimum CvaRt.cvarTactical: DIYRisk-Driven-4.4%3.5%-11.9%******
Defensive Bondt.dbndTactical: DIYMomentum-0.8%3.5%4.1%******
Equal Weight With Clustert.distTactical: DIYCorrelation-4.5%3.2%-12.5%******
Dynamic Harry Brownet.dyhbTactical: DIYMomentum-5.1%-2.0%-5.0%******
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven-4.3%3.5%-11.9%******
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight-3.9%4.3%-10.9%******
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum-3.1%-2.3%-1.5%******
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum-2.8%2.0%-1.5%******
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum-2.1%1.3%-6.4%******
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum-3.1%-0.3%-6.7%******
Minimum Drawdownt.lossTactical: DIYRisk-Driven-4.9%2.5%-9.7%******
Minimum Downside MADt.maddTactical: DIYRisk-Driven-4.7%1.3%-14.4%******
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven-4.7%1.3%-14.4%******
Minimum Correlation At.mca1Tactical: DIYRisk-Driven-4.8%2.6%-13.1%******
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven-4.4%3.4%-11.9%******
Maximum Diversificationt.mdivTactical: DIYDiversification-4.7%3.0%-17.2%******
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven-4.9%2.3%-12.6%******
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven-4.8%2.1%-12.0%******
Minimum Variance At.mvarTactical: DIYRisk-Driven-4.9%1.3%-12.2%******
Pure Momentumt.pureTactical: DIYMomentum-7.6%0.9%-22.2%******
Quarterly Asset Rotationt.qaroTactical: DIYMomentum-1.6%5.6%-1.0%******
Min Downside Deviationt.risdTactical: DIYRisk-Driven-4.8%1.3%-12.6%******
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven-4.1%3.8%-11.1%******
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven-4.7%2.8%-11.6%******
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven-4.1%3.9%-10.6%******
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward-3.4%3.3%-16.0%******
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward-3.1%3.6%-15.4%******
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation-10.8%-7.5%24.5%******
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation-2.8%-1.4%-2.5%******
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation-4.7%-3.9%-11.6%******
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation-3.6%-0.5%-2.6%******
Target Return Post-Modernt.trddTactical: DIYTarget Return-5.0%0.8%-20.9%******
Target Return 12%t.tretTactical: DIYRisk-Driven-4.9%0.9%-20.8%******
Target Risk 10%t.trisTactical: DIYRisk-Driven-4.9%1.2%-8.2%******