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Recipe Summary Page

for period ending December 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: Arbitrage7.4%24.8%24.8%******
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short5.8%31.3%31.3%******
S&P AggressiveAOATactical: ManagedRisk-Driven3.8%12.8%12.8%******
S&P ConservativeAOKTactical: ManagedRisk-Driven1.6%9.3%9.3%******
S&P ModerateAOMTactical: ManagedRisk-Driven2.3%10.0%10.0%******
S&P GrowthAORTactical: ManagedRisk-Driven2.9%11.4%11.4%******
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage1.4%5.7%5.7%******
Am Century Target DateARTOXTactical: ManagedIncome: Multi2.2%10.7%10.7%******
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return-1.0%0.7%0.7%******
Dreyfus Alpha IAVGRXTactical: ManagedBlended-0.1%2.7%2.7%******
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi1.3%6.9%6.9%******
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven3.2%9.1%9.1%******
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate1.5%1.0%1.0%******
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short7.6%16.2%16.2%******
UBS Dyn Alpha ABNAAXTactical: ManagedBlended2.2%5.0%5.0%******
UBS Global AllocBPGLXTactical: ManagedGlobal Macro4.4%13.8%13.8%******
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short1.2%-6.4%-6.4%******
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro1.2%2.4%2.4%******
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi5.5%48.4%48.4%******
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi6.4%44.7%44.7%******
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven2.3%29.6%29.6%******
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return0.3%-1.2%-1.2%******
ProShares Lg CapCSMTactical: ManagedHedged: 130-304.0%10.9%10.9%******
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global5.0%31.8%31.8%******
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral0.6%5.2%5.2%******
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi5.7%-10.5%-10.5%******
Barclays Conv BondCWBTactical: ManagedIncome: Multi7.1%53.4%53.4%******
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity5.3%-5.8%-5.8%******
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity5.5%4.1%4.1%******
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short2.1%-0.3%-0.3%******
WisdomTree ex-USDLNTactical: ManagedIncome: Equity3.2%4.5%4.5%******
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity6.7%-1.3%-1.3%******
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven2.9%7.9%7.9%******
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro5.3%12.0%12.0%******
WisdmTr Top 100DTNTactical: ManagedIncome: Equity2.5%-5.8%-5.8%******
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return1.7%4.4%4.4%******
iShares Select DividendDVYTactical: ManagedIncome: Equity3.4%-4.9%-4.9%******
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity3.0%-5.2%-5.2%******
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return1.0%3.6%3.6%******
Fidelity BalancedFBALXTactical: ManagedRisk-Driven4.1%22.4%22.4%******
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi7.1%42.6%42.6%******
Fidelity EquityFEQTXTactical: ManagedIncome: Equity4.2%1.8%1.8%******
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt1.0%4.6%4.6%******
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt1.3%5.6%5.6%******
FPA CrescentFPACXTactical: ManagedRisk-Driven5.3%12.1%12.1%******
Fidelity PuritanFPURXTactical: ManagedRisk-Driven2.6%20.5%20.5%******
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity4.1%11.3%11.3%******
FundX UpgraderFUNDXTactical: ManagedMomentum4.3%25.4%25.4%******
First Trust Focus 5FVTactical: ManagedSector Rotation4.6%28.4%28.4%******
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral0.8%2.9%2.9%******
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return2.7%-2.1%-2.1%******
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return2.4%3.3%3.3%******
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro1.9%-2.5%-2.5%******
Goldman DynamicGDIFXTactical: ManagedGlobal Macro-0.7%-8.9%-8.9%******
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro4.2%7.5%7.5%******
GMO Global AllocGMWAXTactical: ManagedGlobal Macro3.8%6.1%6.1%******
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi1.0%9.2%9.2%******
Hedge ReplicationHDGTactical: ManagedBlended2.9%7.4%7.4%******
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity2.1%-6.5%-6.5%******
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short2.8%-3.7%-3.7%******
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi2.9%3.0%3.0%******
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro4.6%13.7%13.7%******
IVA WorldwideIVWIXTactical: ManagedGlobal Macro2.9%-0.4%-0.4%******
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi2.6%-1.2%-1.2%******
Janus BalancedJANBXTactical: ManagedRisk-Driven2.5%14.3%14.3%******
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return0.5%2.1%2.1%******
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral0.8%11.9%11.9%******
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short2.1%5.5%5.5%******
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi2.1%-2.8%-2.8%******
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity2.8%7.5%7.5%******
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity3.1%0.2%0.2%******
Leuthold CoreLCORXTactical: ManagedGlobal Macro2.4%10.1%10.1%******
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate1.6%-1.8%-1.8%******
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global3.1%15.1%15.1%******
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro3.1%15.4%15.4%******
BlackRock Global IMALOXTactical: ManagedGlobal Macro4.0%21.1%21.1%******
IQ Hedge Macro ETFMCROTactical: ManagedBlended2.1%8.8%8.8%******
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity3.9%3.6%3.6%******
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi2.0%-14.9%-14.9%******
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt0.8%4.0%4.0%******
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short4.3%19.9%19.9%******
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro3.1%9.6%9.6%******
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short8.4%26.6%26.6%******
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage0.6%2.7%2.7%******
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-304.8%1.5%1.5%******
Grimaldi SectorNAVFXTactical: ManagedSector Rotation4.2%11.5%11.5%******
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global2.6%2.6%2.6%******
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi1.5%5.4%5.4%******
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return0.4%3.3%3.3%******
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro4.3%4.6%4.6%******
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return1.4%-7.8%-7.8%******
DWA Tech LeadersPDPTactical: ManagedBlended4.9%36.6%36.6%******
iShr Preferred ETFPFFTactical: ManagedIncome: Multi2.6%7.9%7.9%******
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro   ******
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi1.9%6.6%6.6%******
PowerShares Intl DivPIDTactical: ManagedIncome: Equity4.8%-6.5%-6.5%******
Principal GlobMultiStratPMSAXTactical: ManagedBlended2.2%4.7%4.7%******
Pimco Income PPONPXTactical: ManagedIncome: Multi1.5%5.7%5.7%******
Principal PreferredPPSIXTactical: ManagedIncome: Multi1.1%5.4%5.4%******
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity4.3%1.3%1.3%******
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt1.0%4.5%4.5%******
Permanent PortfolioPRPFXStrategic: ManagedLow Equity4.4%18.9%18.9%******
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi1.2%8.1%8.1%******
iSh Global EnergyPWCTactical: ManagedBlended5.6%8.5%8.5%******
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return1.0%0.8%0.8%******
IQ Hedge Multi-StratQAITactical: ManagedBlended2.1%5.7%5.7%******
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral1.4%4.1%4.1%******
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short-0.3%-10.3%-10.3%******
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro5.0%8.4%8.4%******
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return5.3%-0.6%-0.6%******
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight4.2%12.7%12.7%******
Hundredfold SelectSFHYXTactical: ManagedBlended4.3%37.4%37.4%******
Sound Mind InvestingSMIFXTactical: ManagedMomentum5.3%20.8%20.8%******
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity4.3%-3.8%-3.8%******
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short3.0%-7.4%-7.4%******
Schwab BalancedSWOBXTactical: ManagedRisk-Driven2.9%14.7%14.7%******
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global4.9%0.6%0.6%******
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro5.0%0.9%0.9%******
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi2.6%11.4%11.4%******
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven4.0%15.5%15.5%******
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi1.2%9.1%9.1%******
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven2.7%16.4%16.4%******
Vanguard EquityVEIPXTactical: ManagedIncome: Equity3.1%3.0%3.0%******
VALIC Global StratVGLSXTactical: ManagedGlobal Macro2.8%3.6%3.6%******
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven3.6%21.4%21.4%******
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven2.3%15.2%15.2%******
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral-0.5%-11.6%-11.6%******
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi3.4%6.9%6.9%******
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi1.7%10.0%10.0%******
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven2.2%10.6%10.6%******
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi1.2%8.5%8.5%******
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven1.2%8.5%8.5%******
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt0.9%6.2%6.2%******
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity3.4%1.1%1.1%******
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven2.3%16.4%16.4%******
Strategic 50-50s.5050Strategic: DIYBalanced2.4%15.1%15.1%******
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced2.9%16.4%16.4%******
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity3.3%17.6%17.6%******
7Twelve Israelsons.712Strategic: DIYBalanced3.8%7.7%7.7%******
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity3.8%18.8%18.8%******
ETF Aggressives.aggrStrategic: DIYHigh Equity5.1%18.0%18.0%******
Lazy: Aronsons.aronStrategic: DIYHigh Equity4.2%18.0%18.0%******
Ben Stein inspireds.bensStrategic: DIYHigh Equity3.8%11.0%11.0%******
Harry Browne inspireds.browStrategic: DIYLow Equity2.6%17.7%17.7%******
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced3.5%9.8%9.8%******
Lazy: Coffeehouses.coffStrategic: DIYBalanced3.1%9.2%9.2%******
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced2.9%16.6%16.6%******
Ray Dalio inspireds.daliStrategic: DIYLow Equity2.4%12.3%12.3%******
Ben Graham 50-50s.grahStrategic: DIYBalanced2.3%7.4%7.4%******
Safe Haven Portfolios.haveStrategic: DIYBalanced3.5%7.9%7.9%******
Ivy Portfolios.ivypStrategic: DIYLow Equity3.7%6.4%6.4%******
Six Ways from Sundays.lazyStrategic: DIYBalanced3.7%3.2%3.2%******
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity2.1%2.9%2.9%******
Lazy: Margaritavilles.margStrategic: DIYBalanced3.8%15.1%15.1%******
ETF Moderates.modeStrategic: DIYBalanced3.4%14.1%14.1%******
Lazy: No Brainers.nobrStrategic: DIYHigh Equity4.2%13.7%13.7%******
No Equity Portfolios.noeqStrategic: DIYLow Equity2.8%13.5%13.5%******
Permanent Pluss.plusStrategic: DIYLow Equity3.4%28.2%28.2%******
Lazy: Second Graders.secoStrategic: DIYHigh Equity4.4%16.9%16.9%******
Lazy: Smart Moneys.smarStrategic: DIYBalanced3.2%9.4%9.4%******
Black Swan Hyperinflations.swanStrategic: DIYLow Equity5.6%4.9%4.9%******
David Swensen inspireds.swenStrategic: DIYBalanced3.1%12.7%12.7%******
Talmud Broad Markets.talbStrategic: DIYLow Equity2.5%8.3%8.3%******
Talmud with Blue Chips.talcStrategic: DIYLow Equity2.0%4.8%4.8%******
Talmud Equities and Golds.talgStrategic: DIYLow Equity4.8%13.9%13.9%******
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity4.2%7.6%7.6%******
Talmud with Small Caps.talsStrategic: DIYLow Equity3.8%7.1%7.1%******
Worst Case Scenarios.worsStrategic: DIYLow Equity2.3%14.4%14.4%******
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity3.1%12.7%12.7%******
Adaptive Allocation At.aaaaTactical: DIYAdaptive5.3%13.3%13.3%******
Adaptive Allocation Bt.aaabTactical: DIYAdaptive5.0%12.5%12.5%******
Adaptive Allocation Ct.aaacTactical: DIYAdaptive5.0%12.0%12.0%******
Adaptive Allocation Dt.aaadTactical: DIYAdaptive7.0%28.7%28.7%******
Adaptive Allocation Et.aaaeTactical: DIYAdaptive5.5%26.4%26.4%******
Adaptive Allocation Ft.aaafTactical: DIYAdaptive4.3%18.8%18.8%******
Active Combined Assett.acapTactical: DIYMomentum1.7%-3.2%-3.2%******
Minimum CdaRt.cdarTactical: DIYRisk-Driven2.5%18.7%18.7%******
Minimum Correlationt.cocoTactical: DIYCorrelation3.6%23.0%23.0%******
Minimum CvaRt.cvarTactical: DIYRisk-Driven0.7%10.8%10.8%******
Defensive Bondt.dbndTactical: DIYMomentum2.1%12.4%12.4%******
Equal Weight With Clustert.distTactical: DIYCorrelation3.7%6.4%6.4%******
Dynamic Harry Brownet.dyhbTactical: DIYMomentum2.4%17.7%17.7%******
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven3.3%13.8%13.8%******
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight4.7%19.2%19.2%******
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum3.7%11.9%11.9%******
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum4.4%5.8%5.8%******
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum4.7%13.4%13.4%******
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum4.2%4.8%4.8%******
Minimum Drawdownt.lossTactical: DIYRisk-Driven1.6%15.3%15.3%******
Minimum Downside MADt.maddTactical: DIYRisk-Driven1.7%10.5%10.5%******
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven1.7%10.5%10.5%******
Minimum Correlation At.mca1Tactical: DIYRisk-Driven2.9%15.9%15.9%******
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven3.4%14.5%14.5%******
Maximum Diversificationt.mdivTactical: DIYDiversification2.6%13.5%13.5%******
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven2.3%13.9%13.9%******
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven2.9%16.4%16.4%******
Minimum Variance At.mvarTactical: DIYRisk-Driven1.5%13.8%13.8%******
Pure Momentumt.pureTactical: DIYMomentum8.6%38.7%38.7%******
Quarterly Asset Rotationt.qaroTactical: DIYMomentum2.9%13.8%13.8%******
Min Downside Deviationt.risdTactical: DIYRisk-Driven1.3%16.4%16.4%******
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven4.3%16.8%16.8%******
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven3.0%6.2%6.2%******
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven4.3%16.7%16.7%******
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward8.5%31.9%31.9%******
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward8.6%34.2%34.2%******
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation6.9%20.0%20.0%******
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation3.2%14.5%14.5%******
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation6.2%33.3%33.3%******
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation6.9%42.4%42.4%******
Target Return Post-Modernt.trddTactical: DIYTarget Return2.8%18.9%18.9%******
Target Return 12%t.tretTactical: DIYRisk-Driven3.0%18.8%18.8%******
Target Risk 10%t.trisTactical: DIYRisk-Driven3.4%18.9%18.9%******