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Recipe Summary Page

for period ending July 31, 2020
 
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: Arbitrage2.1%4.5%6.9%******
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short7.5%4.2%14.8%******
S&P AggressiveAOATactical: ManagedRisk-Driven4.1%-1.2%6.5%******
S&P ConservativeAOKTactical: ManagedRisk-Driven2.5%3.8%7.9%******
S&P ModerateAOMTactical: ManagedRisk-Driven3.0%2.9%7.7%******
S&P GrowthAORTactical: ManagedRisk-Driven3.5%0.8%7.3%******
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage0.8%1.6%3.3%******
Am Century Target DateARTOXTactical: ManagedIncome: Multi3.0%2.3%6.7%******
AQR Multi-Strat AltASAIXTactical: ManagedBlended0.8%-27.9%-31.8%******
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return-0.8%1.5%0.5%******
Dreyfus Alpha IAVGRXTactical: ManagedBlended3.5%-1.0%3.1%******
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi1.8%1.9%3.9%******
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven2.7%-1.9%3.4%******
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate1.6%-3.3%-1.3%******
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short9.7%-2.2%6.2%******
UBS Dyn Alpha ABNAAXTactical: ManagedBlended2.5%-2.1%0.8%******
UBS Global AllocBPGLXTactical: ManagedGlobal Macro4.4%-0.8%5.4%******
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short0.9%-12.3%-8.6%******
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro9.9%-13.5%-4.9%******
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi6.4%21.6%26.5%******
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi7.3%17.8%20.6%******
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven3.4%19.1%24.2%******
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return0.5%-2.2%-0.1%******
ProShares Lg CapCSMTactical: ManagedHedged: 130-304.9%-2.8%5.7%******
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global6.3%10.2%14.7%******
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral1.2%2.2%3.8%******
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi2.2%-26.6%-21.9%******
Barclays Conv BondCWBTactical: ManagedIncome: Multi7.4%18.2%24.9%******
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity2.3%-18.1%-10.8%******
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity5.5%-12.5%-7.5%******
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short1.2%-12.0%-8.2%******
WisdomTree ex-USDLNTactical: ManagedIncome: Equity3.8%-7.6%0.9%******
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity2.0%-18.8%-7.3%******
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven2.2%-6.7%-0.7%******
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro4.0%-7.0%1.1%******
WisdmTr Top 100DTNTactical: ManagedIncome: Equity2.8%-16.6%-9.2%******
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return2.0%0.8%4.2%******
iShares Select DividendDVYTactical: ManagedIncome: Equity2.9%-19.5%-13.7%******
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity2.0%-14.1%-7.9%******
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return0.1%-0.2%3.4%******
Fidelity BalancedFBALXTactical: ManagedRisk-Driven4.8%6.9%14.8%******
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi7.4%13.9%21.7%******
Fidelity EquityFEQTXTactical: ManagedIncome: Equity2.1%-12.7%-4.0%******
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt2.0%2.4%4.0%******
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt1.9%2.5%4.2%******
FPA CrescentFPACXTactical: ManagedRisk-Driven2.7%-6.1%-2.2%******
Fidelity PuritanFPURXTactical: ManagedRisk-Driven4.8%8.8%15.6%******
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity5.0%-1.3%5.0%******
FundX UpgraderFUNDXTactical: ManagedMomentum5.7%5.2%11.0%******
First Trust Focus 5FVTactical: ManagedSector Rotation5.3%7.5%10.8%******
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral0.9%-1.0%1.0%******
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return0.7%-6.8%-3.5%******
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return2.4%-3.7%-1.2%******
Aberdeen Opti AllocGASIXTactical: ManagedBlended1.9%-2.3%-1.4%******
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro3.1%-6.7%-2.0%******
Goldman DynamicGDIFXTactical: ManagedGlobal Macro-0.6%-5.4%-6.1%******
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro3.5%-1.0%1.6%******
GMO Global AllocGMWAXTactical: ManagedGlobal Macro3.5%-3.9%-0.6%******
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi3.0%4.1%4.7%******
Hedge ReplicationHDGTactical: ManagedBlended0.2%-1.7%1.6%******
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity2.6%-13.1%-8.0%******
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short3.8%-7.8%-4.2%******
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi3.3%-6.6%-1.9%******
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro5.2%-0.3%5.5%******
IVA WorldwideIVWIXTactical: ManagedGlobal Macro1.7%-10.8%-6.7%******
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi3.9%-7.8%-3.3%******
Janus BalancedJANBXTactical: ManagedRisk-Driven3.8%3.7%11.0%******
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return0.2%-1.1%1.2%******
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral1.4%9.9%9.9%******
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short5.2%-3.4%-5.3%******
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi2.3%-15.9%-13.1%******
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity4.0%-5.1%2.6%******
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity3.3%-12.2%-4.4%******
Leuthold CoreLCORXTactical: ManagedGlobal Macro4.1%2.3%6.2%******
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate1.9%-7.8%-6.4%******
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global5.8%5.2%11.9%******
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro5.9%5.4%12.2%******
BlackRock Global IMALOXTactical: ManagedGlobal Macro5.2%5.7%12.8%******
IQ Hedge Macro ETFMCROTactical: ManagedBlended2.4%2.1%5.1%******
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity2.8%-11.4%-3.3%******
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi2.3%-22.9%-20.1%******
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt1.6%2.0%3.3%******
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short7.1%7.0%13.6%******
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro3.3%-1.5%4.4%******
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short7.1%6.9%17.5%******
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage1.6%-3.6%0.7%******
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-302.2%-12.2%-6.0%******
Grimaldi SectorNAVFXTactical: ManagedSector Rotation4.7%-1.0%4.5%******
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global5.8%-7.9%-2.1%******
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi3.7%-2.5%2.5%******
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return0.4%1.8%3.2%******
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro3.2%-5.9%-3.3%******
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return2.5%-4.3%-7.1%******
DWA Tech LeadersPDPTactical: ManagedBlended9.0%14.3%19.4%******
iShr Preferred ETFPFFTactical: ManagedIncome: Multi5.0%-0.9%2.3%******
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro   ******
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi4.7%0.8%3.7%******
PowerShares Intl DivPIDTactical: ManagedIncome: Equity3.9%-24.0%-17.2%******
Principal GlobMultiStratPMSAXTactical: ManagedBlended2.4%-0.6%1.1%******
Pimco Income PPONPXTactical: ManagedIncome: Multi1.4%-0.4%1.7%******
Principal PreferredPPSIXTactical: ManagedIncome: Multi3.1%-0.3%4.0%******
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity3.9%-15.6%-8.9%******
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt1.9%2.0%3.6%******
Permanent PortfolioPRPFXStrategic: ManagedLow Equity5.9%8.9%14.2%******
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi2.6%3.0%5.6%******
iSh Global EnergyPWCTactical: ManagedBlended5.9%-4.4%-3.5%******
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return0.4%-2.9%-0.3%******
IQ Hedge Multi-StratQAITactical: ManagedBlended1.8%0.2%3.5%******
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral1.4%-0.0%3.0%******
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short-1.9%-11.1%-10.8%******
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro4.8%-5.6%1.6%******
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return3.4%-12.5%-8.8%******
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight5.0%-6.3%0.6%******
Hundredfold SelectSFHYXTactical: ManagedBlended5.3%19.2%21.5%******
Sound Mind InvestingSMIFXTactical: ManagedMomentum4.7%-4.7%-0.8%******
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity3.0%-16.1%-10.8%******
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short2.3%-9.2%-5.3%******
Schwab BalancedSWOBXTactical: ManagedRisk-Driven3.8%5.2%10.4%******
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global2.2%-13.2%-6.4%******
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro2.3%-13.0%-6.1%******
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi3.0%2.4%7.2%******
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven4.3%0.4%7.9%******
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi2.1%5.1%8.5%******
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven4.0%5.1%11.5%******
Vanguard EquityVEIPXTactical: ManagedIncome: Equity3.5%-10.3%-2.7%******
VALIC Global StratVGLSXTactical: ManagedGlobal Macro3.0%-4.3%-0.8%******
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven4.4%6.0%13.4%******
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven3.7%6.7%10.7%******
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral0.9%-4.1%-4.5%******
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi3.5%-4.0%1.4%******
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi2.4%3.9%7.8%******
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven4.6%0.9%8.3%******
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi2.8%3.3%8.2%******
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven2.8%3.2%8.1%******
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt1.8%4.1%5.9%******
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity3.1%-11.8%-4.5%******
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven3.9%7.1%12.9%******
Strategic 50-50s.5050Strategic: DIYBalanced3.6%5.5%11.4%******
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced4.0%4.9%11.4%******
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity4.5%4.3%11.3%******
7Twelve Israelsons.712Strategic: DIYBalanced3.8%-4.0%0.9%******
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity4.9%3.6%11.2%******
ETF Aggressives.aggrStrategic: DIYHigh Equity4.7%0.4%6.8%******
Lazy: Aronsons.aronStrategic: DIYHigh Equity4.2%2.3%8.9%******
Ben Stein inspireds.bensStrategic: DIYHigh Equity3.7%-2.4%4.4%******
Harry Browne inspireds.browStrategic: DIYLow Equity5.3%15.6%21.6%******
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced2.7%-2.2%3.0%******
Lazy: Coffeehouses.coffStrategic: DIYBalanced3.1%-1.9%3.3%******
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced4.0%5.8%11.3%******
Ray Dalio inspireds.daliStrategic: DIYLow Equity4.3%7.0%11.2%******
Ben Graham 50-50s.grahStrategic: DIYBalanced2.6%-2.8%2.6%******
Safe Haven Portfolios.haveStrategic: DIYBalanced5.9%1.9%10.1%******
Ivy Portfolios.ivypStrategic: DIYLow Equity3.9%-4.3%1.4%******
Six Ways from Sundays.lazyStrategic: DIYBalanced2.7%-6.7%-2.5%******
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity2.7%-1.6%2.0%******
Lazy: Margaritavilles.margStrategic: DIYBalanced4.0%1.5%8.1%******
ETF Moderates.modeStrategic: DIYBalanced4.0%1.9%8.2%******
Lazy: No Brainers.nobrStrategic: DIYHigh Equity3.8%-1.3%5.5%******
No Equity Portfolios.noeqStrategic: DIYLow Equity6.3%14.9%21.4%******
Permanent Pluss.plusStrategic: DIYLow Equity7.7%25.8%34.4%******
Lazy: Second Graders.secoStrategic: DIYHigh Equity4.8%0.0%8.2%******
Lazy: Smart Moneys.smarStrategic: DIYBalanced2.9%-2.8%2.3%******
Black Swan Hyperinflations.swanStrategic: DIYLow Equity6.2%-3.9%0.6%******
David Swensen inspireds.swenStrategic: DIYBalanced4.3%2.5%9.3%******
Talmud Broad Markets.talbStrategic: DIYLow Equity3.6%0.0%5.8%******
Talmud with Blue Chips.talcStrategic: DIYLow Equity2.2%-2.7%2.2%******
Talmud Equities and Golds.talgStrategic: DIYLow Equity6.7%6.3%14.4%******
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity5.7%1.4%8.6%******
Talmud with Small Caps.talsStrategic: DIYLow Equity2.2%-5.3%-0.8%******
Worst Case Scenarios.worsStrategic: DIYLow Equity1.6%13.0%12.6%******
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity4.2%2.5%9.2%******
Adaptive Allocation At.aaaaTactical: DIYAdaptive8.9%13.2%19.0%******
Adaptive Allocation Bt.aaabTactical: DIYAdaptive8.8%13.0%17.4%******
Adaptive Allocation Ct.aaacTactical: DIYAdaptive8.7%12.4%16.7%******
Adaptive Allocation Dt.aaadTactical: DIYAdaptive8.3%11.3%20.2%******
Adaptive Allocation Et.aaaeTactical: DIYAdaptive8.2%13.7%20.2%******
Adaptive Allocation Ft.aaafTactical: DIYAdaptive6.1%17.9%25.9%******
Active Combined Assett.acapTactical: DIYMomentum4.2%-5.9%1.4%******
Minimum CdaRt.cdarTactical: DIYRisk-Driven5.8%11.1%19.6%******
Minimum Correlationt.cocoTactical: DIYCorrelation5.7%12.6%20.0%******
Minimum CvaRt.cvarTactical: DIYRisk-Driven5.5%13.4%21.6%******
Defensive Bondt.dbndTactical: DIYMomentum3.7%11.0%15.5%******
Equal Weight With Clustert.distTactical: DIYCorrelation6.8%3.9%12.8%******
Dynamic Harry Brownet.dyhbTactical: DIYMomentum5.4%14.3%19.0%******
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven6.0%8.0%16.2%******
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight5.7%6.0%14.5%******
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum0.9%-3.1%5.3%******
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum3.4%-2.1%4.0%******
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum2.3%0.6%7.7%******
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum1.7%-3.3%3.0%******
Minimum Drawdownt.lossTactical: DIYRisk-Driven6.2%11.2%20.8%******
Minimum Downside MADt.maddTactical: DIYRisk-Driven6.9%7.6%16.3%******
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven6.9%7.6%16.3%******
Minimum Correlation At.mca1Tactical: DIYRisk-Driven6.8%12.6%20.9%******
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven6.6%9.4%16.8%******
Maximum Diversificationt.mdivTactical: DIYDiversification5.7%10.1%18.1%******
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven6.4%12.6%22.1%******
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven7.0%12.5%22.1%******
Minimum Variance At.mvarTactical: DIYRisk-Driven7.1%10.8%20.4%******
Pure Momentumt.pureTactical: DIYMomentum7.3%6.4%22.9%******
Quarterly Asset Rotationt.qaroTactical: DIYMomentum7.6%16.3%29.0%******
Min Downside Deviationt.risdTactical: DIYRisk-Driven7.7%13.1%22.5%******
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven6.2%5.7%14.7%******
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven7.5%5.7%13.3%******
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven6.3%5.6%14.3%******
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward6.8%12.9%21.4%******
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward7.0%12.4%20.7%******
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation9.3%-5.8%-5.4%******
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation6.4%1.0%10.1%******
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation2.5%2.2%8.7%******
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation3.5%11.2%19.3%******
Target Return Post-Modernt.trddTactical: DIYTarget Return7.3%11.0%19.8%******
Target Return 12%t.tretTactical: DIYRisk-Driven7.1%12.0%21.8%******
Target Risk 10%t.trisTactical: DIYRisk-Driven7.1%12.9%18.5%******