VizMetrics Inc. - Better visibility. Better results.

Recipe Summary Page

for period ending April 30, 2022
 
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: Arbitrage-0.9%-1.7%-2.0%******
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short-13.4%-22.0%-22.9%******
S&P AggressiveAOATactical: ManagedRisk-Driven-7.0%-11.9%-5.7%******
S&P ConservativeAOKTactical: ManagedRisk-Driven-4.9%-10.4%-7.5%******
S&P ModerateAOMTactical: ManagedRisk-Driven-5.4%-10.6%-7.2%******
S&P GrowthAORTactical: ManagedRisk-Driven-6.0%-11.2%-6.3%******
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage-0.6%-0.9%-2.3%******
Am Century Target DateARTOXTactical: ManagedIncome: Multi-4.6%-9.1%-4.8%******
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return3.7%7.2%-4.3%******
Dreyfus Alpha IAVGRXTactical: ManagedBlended-5.8%-10.0%-1.9%******
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi-0.6%-3.5%-3.4%******
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven-5.5%-9.2%-5.4%******
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate-0.7%-1.4%0.4%******
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short-6.7%-14.6%-22.8%******
UBS Dyn Alpha ABNAAXTactical: ManagedBlended-2.3%-3.1%-2.4%******
UBS Global AllocBPGLXTactical: ManagedGlobal Macro-6.0%-11.3%-7.9%******
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short-0.9%2.7%15.1%******
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro-8.4%7.5%17.4%******
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi-7.2%-13.9%-13.0%******
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi-6.3%-11.8%-10.1%******
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven-3.9%-9.6%-8.3%******
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return-2.9%-2.1%-0.8%******
ProShares Lg CapCSMTactical: ManagedHedged: 130-30-8.0%-10.8%3.9%******
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global-8.7%-15.6%-9.4%******
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral-2.3%-3.7%-1.0%******
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi-5.6%-7.2%-3.3%******
Barclays Conv BondCWBTactical: ManagedIncome: Multi-7.7%-14.2%-15.2%******
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity-6.7%-5.0%-3.8%******
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity-5.7%-4.7%-2.4%******
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short-4.4%-4.4%0.8%******
WisdomTree ex-USDLNTactical: ManagedIncome: Equity-4.3%-4.4%8.4%******
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity-5.7%-11.8%-10.4%******
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven-5.8%-6.5%-2.2%******
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro-6.0%-9.7%-2.5%******
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return-1.3%-5.6%-3.1%******
iShares Select DividendDVYTactical: ManagedIncome: Equity-3.6%1.5%7.7%******
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity-4.2%-4.1%-1.4%******
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return1.4%-2.1%-0.5%******
Fidelity BalancedFBALXTactical: ManagedRisk-Driven-7.7%-12.2%-4.3%******
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi-7.7%-10.9%-8.3%******
Fidelity EquityFEQTXTactical: ManagedIncome: Equity-3.7%-1.3%5.4%******
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt-3.3%-9.8%-8.4%******
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt-5.2%-14.1%-12.2%******
FPA CrescentFPACXTactical: ManagedRisk-Driven-6.0%-8.9%-7.8%******
Fidelity PuritanFPURXTactical: ManagedRisk-Driven-7.0%-11.9%-3.8%******
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity-4.3%-6.5%1.9%******
FundX UpgraderFUNDXTactical: ManagedMomentum-7.6%-13.6%-11.1%******
First Trust Focus 5FVTactical: ManagedSector Rotation-4.2%-7.0%-0.8%******
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral-1.0%-1.7%0.1%******
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return-0.5%-1.0%-1.4%******
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return-2.9%-5.0%-2.8%******
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro-0.4%-2.4%-4.4%******
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro-4.0%-6.7%-2.1%******
GMO Global AllocGMWAXTactical: ManagedGlobal Macro-4.0%-10.3%-10.0%******
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi-1.1%-3.3%-3.1%******
Hedge ReplicationHDGTactical: ManagedBlended-3.8%-7.4%-8.7%******
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity-3.0%3.4%12.2%******
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi-4.8%-7.6%-4.6%******
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro-6.3%-11.3%-4.3%******
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi-5.9%-12.1%-8.8%******
Janus BalancedJANBXTactical: ManagedRisk-Driven-7.0%-12.9%-3.5%******
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return-1.4%-5.1%2.3%******
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral-1.1%-4.1%-1.8%******
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short-7.3%-14.9%-2.7%******
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi-2.2%-4.8%1.8%******
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity-4.5%-7.0%4.6%******
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity-4.6%-2.0%3.9%******
Leuthold CoreLCORXTactical: ManagedGlobal Macro-2.9%-6.9%-1.9%******
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate-0.2%-0.3%2.5%******
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global-8.5%-18.2%-11.8%******
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro-8.4%-18.1%-11.6%******
BlackRock Global IMALOXTactical: ManagedGlobal Macro-5.4%-11.7%-10.5%******
IQ Hedge Macro ETFMCROTactical: ManagedBlended-3.2%-5.4%-7.6%******
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity-4.5%-2.7%0.7%******
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi-3.3%-0.5%2.4%******
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt-3.2%-9.2%-8.2%******
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short-3.0%2.3%3.7%******
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro-5.3%-9.5%-6.1%******
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short-11.6%-22.7%8.9%******
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage-0.5%-1.5%-5.5%******
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-30-7.9%-14.5%-12.9%******
Grimaldi SectorNAVFXTactical: ManagedSector Rotation-7.7%-11.7%-7.2%******
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global-5.1%-1.8%7.9%******
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi-2.9%-7.4%-5.4%******
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return-0.8%-3.4%-3.5%******
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro-4.3%-6.8%-1.0%******
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return0.3%1.3%3.7%******
DWA Tech LeadersPDPTactical: ManagedBlended-8.0%-21.1%-14.8%******
iShr Preferred ETFPFFTactical: ManagedIncome: Multi-6.4%-13.0%-8.4%******
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro   ******
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi-7.7%-15.5%-13.1%******
PowerShares Intl DivPIDTactical: ManagedIncome: Equity-6.4%0.1%10.2%******
Principal GlobMultiStratPMSAXTactical: ManagedBlended-1.1%0.0%1.8%******
Pimco Income PPONPXTactical: ManagedIncome: Multi-2.7%-6.8%-5.3%******
Principal PreferredPPSIXTactical: ManagedIncome: Multi-2.9%-7.8%-6.3%******
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity-5.3%-2.9%3.4%******
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt-3.0%-9.2%-7.5%******
Permanent PortfolioPRPFXStrategic: ManagedLow Equity-5.1%-4.3%-1.7%******
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi-3.1%-7.3%-7.0%******
iSh Global EnergyPWCTactical: ManagedBlended-8.5%-16.0%-13.3%******
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return-0.1%-0.1%-4.9%******
IQ Hedge Multi-StratQAITactical: ManagedBlended-3.3%-6.2%-6.6%******
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral-1.6%-4.5%-5.5%******
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short3.1%7.9%4.1%******
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return-1.7%12.6%22.5%******
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight-6.5%-9.0%0.8%******
Hundredfold SelectSFHYXTactical: ManagedBlended-3.4%-3.6%-3.3%******
Sound Mind InvestingSMIFXTactical: ManagedMomentum-3.5%-5.7%-2.8%******
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity-4.9%-7.3%2.5%******
Schwab BalancedSWOBXTactical: ManagedRisk-Driven-7.0%-13.8%-6.8%******
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global-4.6%-6.6%1.5%******
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro-4.6%-6.5%1.8%******
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi-4.6%-8.7%-6.1%******
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven-7.0%-12.4%-6.6%******
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi-4.3%-9.7%-7.7%******
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven-7.0%-12.2%-5.3%******
Vanguard EquityVEIPXTactical: ManagedIncome: Equity-3.6%-2.6%7.5%******
VALIC Global StratVGLSXTactical: ManagedGlobal Macro-5.9%-12.1%-8.6%******
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven-7.4%-13.8%-10.5%******
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven-7.0%-14.0%-5.7%******
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral4.3%8.9%25.6%******
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi-4.3%-5.9%-0.2%******
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi-4.2%-8.8%-5.7%******
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven-6.3%-12.3%-3.2%******
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi-4.2%-7.7%-2.8%******
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven-4.3%-7.7%-2.9%******
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt-3.5%-9.9%-8.5%******
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity-4.2%-3.5%6.8%******
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven-6.8%-12.0%-3.7%******
Strategic 50-50s.5050Strategic: DIYBalanced-6.6%-11.7%-5.9%******
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced-7.1%-12.2%-5.4%******
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity-7.6%-12.7%-4.9%******
7Twelve Israelsons.712Strategic: DIYBalanced-4.6%-4.9%0.2%******
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity-8.1%-13.1%-4.4%******
ETF Aggressives.aggrStrategic: DIYHigh Equity-6.8%-12.4%-9.3%******
Lazy: Aronsons.aronStrategic: DIYHigh Equity-7.0%-12.6%-8.8%******
Ben Stein inspireds.bensStrategic: DIYHigh Equity-6.0%-9.3%-3.3%******
Harry Browne inspireds.browStrategic: DIYLow Equity-5.3%-8.4%-3.0%******
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced-4.5%-8.4%-5.2%******
Lazy: Coffeehouses.coffStrategic: DIYBalanced-5.4%-9.8%-4.6%******
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced-5.7%-9.6%-1.3%******
Ray Dalio inspireds.daliStrategic: DIYLow Equity-4.6%-7.6%-1.9%******
Ben Graham 50-50s.grahStrategic: DIYBalanced-4.8%-7.8%-3.0%******
Safe Haven Portfolios.haveStrategic: DIYBalanced-3.2%-2.5%1.8%******
Ivy Portfolios.ivypStrategic: DIYLow Equity-3.7%-3.7%6.2%******
Six Ways from Sundays.lazyStrategic: DIYBalanced-5.2%-4.1%4.4%******
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity-2.4%-5.4%-0.8%******
Lazy: Margaritavilles.margStrategic: DIYBalanced-5.8%-10.3%-4.5%******
ETF Moderates.modeStrategic: DIYBalanced-6.3%-11.8%-7.4%******
Lazy: No Brainers.nobrStrategic: DIYHigh Equity-6.7%-12.5%-7.0%******
No Equity Portfolios.noeqStrategic: DIYLow Equity-5.2%-8.7%0.9%******
Permanent Pluss.plusStrategic: DIYLow Equity-7.9%-12.2%-3.4%******
Lazy: Second Graders.secoStrategic: DIYHigh Equity-7.7%-12.9%-6.0%******
Lazy: Smart Moneys.smarStrategic: DIYBalanced-4.5%-8.3%-4.3%******
Black Swan Hyperinflations.swanStrategic: DIYLow Equity-1.1%14.9%20.1%******
David Swensen inspireds.swenStrategic: DIYBalanced-6.6%-12.2%-3.4%******
Talmud Broad Markets.talbStrategic: DIYLow Equity-5.7%-11.1%-1.4%******
Talmud with Blue Chips.talcStrategic: DIYLow Equity-3.7%-8.4%-0.1%******
Talmud Equities and Golds.talgStrategic: DIYLow Equity-5.1%-6.9%4.1%******
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity-3.1%-3.3%6.5%******
Talmud with Small Caps.talsStrategic: DIYLow Equity-4.8%-9.8%-4.3%******
Worst Case Scenarios.worsStrategic: DIYLow Equity-0.7%3.9%2.8%******
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity-6.5%-12.0%-3.3%******
Adaptive Allocation At.aaaaTactical: DIYAdaptive-5.6%-7.2%-3.5%******
Adaptive Allocation Bt.aaabTactical: DIYAdaptive-6.2%-7.0%-6.8%******
Adaptive Allocation Ct.aaacTactical: DIYAdaptive-6.1%-7.2%-7.1%******
Adaptive Allocation Dt.aaadTactical: DIYAdaptive-1.0%-5.2%1.9%******
Adaptive Allocation Et.aaaeTactical: DIYAdaptive-7.8%-7.8%-6.2%******
Adaptive Allocation Ft.aaafTactical: DIYAdaptive-4.4%0.1%11.0%******
Active Combined Assett.acapTactical: DIYMomentum-5.0%-11.6%1.1%******
Minimum CdaRt.cdarTactical: DIYRisk-Driven-4.3%-5.6%-2.4%******
Minimum Correlationt.cocoTactical: DIYCorrelation-6.8%-12.3%-7.0%******
Minimum CvaRt.cvarTactical: DIYRisk-Driven-4.8%-8.0%-5.7%******
Defensive Bondt.dbndTactical: DIYMomentum-0.5%-5.1%-3.2%******
Equal Weight With Clustert.distTactical: DIYCorrelation-6.6%-11.7%-5.3%******
Dynamic Harry Brownet.dyhbTactical: DIYMomentum-0.5%-4.8%-7.3%******
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven-6.5%-11.7%-4.8%******
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight-7.6%-12.9%-6.4%******
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum5.6%12.5%20.3%******
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum0.8%6.0%24.0%******
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum-2.4%-2.3%13.3%******
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum-1.9%-3.2%9.0%******
Minimum Drawdownt.lossTactical: DIYRisk-Driven-4.7%-12.0%-2.5%******
Minimum Downside MADt.maddTactical: DIYRisk-Driven-6.4%-11.9%-4.1%******
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven-6.4%-11.9%-4.1%******
Minimum Correlation At.mca1Tactical: DIYRisk-Driven-6.1%-10.3%-3.2%******
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven-6.4%-11.0%-3.9%******
Maximum Diversificationt.mdivTactical: DIYDiversification-6.4%-11.6%-5.2%******
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven-5.7%-8.9%-1.4%******
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven-5.8%-9.2%-1.4%******
Minimum Variance At.mvarTactical: DIYRisk-Driven-5.8%-10.0%-1.4%******
Pure Momentumt.pureTactical: DIYMomentum-8.8%-16.3%-7.7%******
Quarterly Asset Rotationt.qaroTactical: DIYMomentum-5.0%-10.0%-3.2%******
Min Downside Deviationt.risdTactical: DIYRisk-Driven-5.4%-9.6%-1.0%******
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven-7.1%-12.0%-5.1%******
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven-6.1%-10.2%-3.9%******
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven-7.1%-12.1%-4.9%******
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward-3.2%-5.9%3.0%******
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward-3.2%-6.2%2.4%******
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation-3.2%-1.1%-5.3%******
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation-5.1%-3.0%10.4%******
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation-2.2%-0.1%6.0%******
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation-6.4%-0.4%4.4%******
Target Return Post-Modernt.trddTactical: DIYTarget Return-4.6%-9.0%0.2%******
Target Return 12%t.tretTactical: DIYRisk-Driven-4.7%-9.0%0.3%******
Target Risk 10%t.trisTactical: DIYRisk-Driven-3.8%-6.6%3.8%******