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Recipe Summary Page

for period ending September 30, 2021
 
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: Arbitrage0.6%6.5%20.6%******
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short-4.9%8.1%29.0%******
S&P AggressiveAOATactical: ManagedRisk-Driven-3.4%9.5%22.4%******
S&P ConservativeAOKTactical: ManagedRisk-Driven-1.9%2.8%8.0%******
S&P ModerateAOMTactical: ManagedRisk-Driven-2.2%4.3%10.8%******
S&P GrowthAORTactical: ManagedRisk-Driven-2.9%7.0%16.5%******
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage0.5%1.2%4.4%******
Am Century Target DateARTOXTactical: ManagedIncome: Multi-2.2%5.6%13.0%******
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return1.5%-8.1%-8.5%******
Dreyfus Alpha IAVGRXTactical: ManagedBlended-1.1%8.2%10.8%******
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi-0.4%1.0%5.1%******
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven-2.4%7.3%18.8%******
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate0.1%1.6%5.0%******
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short-4.0%-3.0%14.5%******
UBS Dyn Alpha ABNAAXTactical: ManagedBlended-0.3%4.0%11.6%******
UBS Global AllocBPGLXTactical: ManagedGlobal Macro-2.1%4.5%18.7%******
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short-0.3%21.4%33.7%******
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro-4.3%18.3%28.6%******
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi-1.2%4.2%22.5%******
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi-1.5%3.4%22.7%******
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven-1.3%5.8%13.5%******
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return-0.4%0.6%1.8%******
ProShares Lg CapCSMTactical: ManagedHedged: 130-30-4.3%19.4%32.6%******
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global-3.8%9.1%23.8%******
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral-0.3%3.1%5.1%******
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi-1.1%21.3%50.4%******
Barclays Conv BondCWBTactical: ManagedIncome: Multi-2.2%3.9%26.8%******
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity-2.0%10.4%29.8%******
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity-2.2%15.3%34.4%******
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short-1.3%14.7%30.5%******
WisdomTree ex-USDLNTactical: ManagedIncome: Equity-4.8%12.8%25.9%******
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity-3.6%11.6%27.8%******
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven-2.6%15.4%32.0%******
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro-3.4%14.2%33.8%******
WisdmTr Top 100DTNTactical: ManagedIncome: Equity-4.3%14.4%28.5%******
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return-1.7%2.1%4.7%******
iShares Select DividendDVYTactical: ManagedIncome: Equity-2.6%22.4%45.6%******
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity-4.8%6.7%16.7%******
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return-0.0%2.1%4.8%******
Fidelity BalancedFBALXTactical: ManagedRisk-Driven-3.1%10.8%23.5%******
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi-1.7%7.5%28.5%******
Fidelity EquityFEQTXTactical: ManagedIncome: Equity-3.7%14.1%33.7%******
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt-0.9%2.0%4.5%******
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt-1.2%2.4%6.2%******
FPA CrescentFPACXTactical: ManagedRisk-Driven-2.5%13.1%33.6%******
Fidelity PuritanFPURXTactical: ManagedRisk-Driven-2.8%11.1%19.8%******
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity-3.4%11.2%24.7%******
FundX UpgraderFUNDXTactical: ManagedMomentum-3.8%5.4%19.6%******
First Trust Focus 5FVTactical: ManagedSector Rotation-4.9%13.2%34.2%******
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral0.0%3.1%5.7%******
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return-2.0%-0.5%4.0%******
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return-1.8%3.9%10.6%******
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro-0.4%3.5%9.0%******
Goldman DynamicGDIFXTactical: ManagedGlobal Macro-3.6%-0.4%-5.0%******
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro-3.1%9.2%18.0%******
GMO Global AllocGMWAXTactical: ManagedGlobal Macro-2.3%5.3%16.0%******
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi0.3%-0.4%3.5%******
Hedge ReplicationHDGTactical: ManagedBlended-1.3%2.5%12.1%******
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity-2.4%10.3%21.4%******
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short-4.4%7.0%11.4%******
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi-1.7%6.3%17.5%******
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro-3.7%8.4%21.2%******
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi-1.8%1.6%10.1%******
Janus BalancedJANBXTactical: ManagedRisk-Driven-3.7%8.9%16.7%******
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return-2.4%6.8%9.9%******
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral0.9%0.1%0.3%******
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short-3.2%21.4%29.2%******
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi-0.8%12.2%22.6%******
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity-4.6%13.8%26.3%******
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity-2.8%11.8%27.1%******
Leuthold CoreLCORXTactical: ManagedGlobal Macro-3.4%9.3%16.4%******
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate0.7%4.6%9.4%******
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global-4.1%8.0%16.7%******
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro-4.1%8.2%17.0%******
BlackRock Global IMALOXTactical: ManagedGlobal Macro-3.3%4.2%16.6%******
IQ Hedge Macro ETFMCROTactical: ManagedBlended-1.8%-1.1%4.7%******
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity-2.0%14.9%34.7%******
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi-1.0%13.4%28.6%******
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt-0.7%1.2%3.7%******
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short-3.7%1.8%11.0%******
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro-2.6%5.1%15.8%******
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short-4.0%17.6%36.5%******
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage0.1%-1.4%-0.0%******
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-30-2.7%7.9%21.6%******
Grimaldi SectorNAVFXTactical: ManagedSector Rotation-3.8%10.0%20.0%******
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global-4.0%9.3%20.9%******
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi0.1%5.5%12.1%******
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return0.0%1.1%2.1%******
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro-1.5%12.0%26.6%******
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return-3.0%-1.4%-2.4%******
DWA Tech LeadersPDPTactical: ManagedBlended-5.1%2.0%17.0%******
iShr Preferred ETFPFFTactical: ManagedIncome: Multi-1.1%4.0%11.4%******
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro   ******
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi-0.3%2.2%7.2%******
PowerShares Intl DivPIDTactical: ManagedIncome: Equity-1.9%17.1%42.7%******
Principal GlobMultiStratPMSAXTactical: ManagedBlended-1.5%3.4%8.0%******
Pimco Income PPONPXTactical: ManagedIncome: Multi-0.0%2.4%6.9%******
Principal PreferredPPSIXTactical: ManagedIncome: Multi0.0%3.6%8.2%******
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity-2.7%17.3%41.8%******
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt-0.8%2.1%4.9%******
Permanent PortfolioPRPFXStrategic: ManagedLow Equity-3.0%6.7%17.8%******
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi-0.7%0.8%4.9%******
iSh Global EnergyPWCTactical: ManagedBlended-5.0%12.4%27.4%******
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return0.1%-1.6%1.7%******
IQ Hedge Multi-StratQAITactical: ManagedBlended-1.3%-0.5%4.5%******
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral-0.7%-0.1%3.7%******
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short1.5%3.8%7.0%******
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro-5.8%9.5%22.5%******
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return-0.1%17.3%33.9%******
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight-3.8%18.8%40.6%******
Hundredfold SelectSFHYXTactical: ManagedBlended-1.1%6.5%20.6%******
Sound Mind InvestingSMIFXTactical: ManagedMomentum-3.4%7.3%27.6%******
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity-3.9%17.4%34.3%******
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short-3.3%16.4%19.9%******
Schwab BalancedSWOBXTactical: ManagedRisk-Driven-3.4%8.5%17.0%******
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global-2.2%11.1%30.6%******
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro-2.6%11.4%30.9%******
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi-1.8%6.1%14.2%******
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven-3.5%8.9%22.5%******
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi-1.6%0.8%4.5%******
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven-3.1%8.3%18.0%******
Vanguard EquityVEIPXTactical: ManagedIncome: Equity-3.4%15.5%30.7%******
VALIC Global StratVGLSXTactical: ManagedGlobal Macro-4.0%4.7%12.1%******
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven-3.0%6.9%20.3%******
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven-3.6%5.1%11.8%******
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral0.9%13.0%7.6%******
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi-2.1%9.3%20.2%******
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi-1.7%3.2%8.5%******
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven-3.3%11.1%20.2%******
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi-1.9%5.4%11.3%******
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven-1.9%5.3%11.2%******
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt-0.9%1.2%3.6%******
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity-3.2%15.3%31.6%******
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven-3.7%8.4%16.4%******
Strategic 50-50s.5050Strategic: DIYBalanced-2.7%6.5%14.7%******
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced-3.1%8.2%18.0%******
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity-3.4%9.9%21.4%******
7Twelve Israelsons.712Strategic: DIYBalanced-1.6%10.3%23.8%******
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity-3.8%11.6%24.9%******
ETF Aggressives.aggrStrategic: DIYHigh Equity-3.4%7.7%25.0%******
Lazy: Aronsons.aronStrategic: DIYHigh Equity-2.8%6.5%20.6%******
Ben Stein inspireds.bensStrategic: DIYHigh Equity-2.8%10.1%23.5%******
Harry Browne inspireds.browStrategic: DIYLow Equity-2.7%-0.2%3.0%******
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced-2.5%6.8%18.9%******
Lazy: Coffeehouses.coffStrategic: DIYBalanced-2.7%8.5%20.4%******
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced-2.6%9.1%18.0%******
Ray Dalio inspireds.daliStrategic: DIYLow Equity-1.7%4.3%9.9%******
Ben Graham 50-50s.grahStrategic: DIYBalanced-2.1%6.8%17.5%******
Safe Haven Portfolios.haveStrategic: DIYBalanced-3.9%0.9%8.3%******
Ivy Portfolios.ivypStrategic: DIYLow Equity-2.0%15.0%26.8%******
Six Ways from Sundays.lazyStrategic: DIYBalanced-1.1%13.8%28.6%******
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity-2.2%2.8%7.1%******
Lazy: Margaritavilles.margStrategic: DIYBalanced-2.9%8.3%20.2%******
ETF Moderates.modeStrategic: DIYBalanced-2.8%6.5%18.0%******
Lazy: No Brainers.nobrStrategic: DIYHigh Equity-3.5%9.4%24.6%******
No Equity Portfolios.noeqStrategic: DIYLow Equity-3.9%1.8%4.3%******
Permanent Pluss.plusStrategic: DIYLow Equity-3.9%-0.6%2.5%******
Lazy: Second Graders.secoStrategic: DIYHigh Equity-3.8%10.7%26.1%******
Lazy: Smart Moneys.smarStrategic: DIYBalanced-2.3%8.4%20.5%******
Black Swan Hyperinflations.swanStrategic: DIYLow Equity-0.1%10.4%23.2%******
David Swensen inspireds.swenStrategic: DIYBalanced-3.7%9.4%19.5%******
Talmud Broad Markets.talbStrategic: DIYLow Equity-3.7%11.5%20.7%******
Talmud with Blue Chips.talcStrategic: DIYLow Equity-3.6%10.6%17.9%******
Talmud Equities and Golds.talgStrategic: DIYLow Equity-4.5%9.4%18.6%******
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity-4.7%8.8%18.3%******
Talmud with Small Caps.talsStrategic: DIYLow Equity-2.9%11.3%26.0%******
Worst Case Scenarios.worsStrategic: DIYLow Equity-0.1%-0.9%1.4%******
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity-3.7%9.4%19.7%******
Adaptive Allocation At.aaaaTactical: DIYAdaptive-4.9%17.0%21.9%******
Adaptive Allocation Bt.aaabTactical: DIYAdaptive-5.0%12.8%15.6%******
Adaptive Allocation Ct.aaacTactical: DIYAdaptive-4.9%12.4%15.2%******
Adaptive Allocation Dt.aaadTactical: DIYAdaptive-4.8%19.6%35.3%******
Adaptive Allocation Et.aaaeTactical: DIYAdaptive-4.9%14.2%26.9%******
Adaptive Allocation Ft.aaafTactical: DIYAdaptive-4.9%18.3%22.7%******
Active Combined Assett.acapTactical: DIYMomentum-4.4%9.7%14.9%******
Minimum CdaRt.cdarTactical: DIYRisk-Driven-4.2%5.4%12.3%******
Minimum Correlationt.cocoTactical: DIYCorrelation-3.4%2.5%12.4%******
Minimum CvaRt.cvarTactical: DIYRisk-Driven-3.7%-4.4%-3.2%******
Defensive Bondt.dbndTactical: DIYMomentum-0.3%2.0%3.9%******
Equal Weight With Clustert.distTactical: DIYCorrelation-3.6%1.3%6.1%******
Dynamic Harry Brownet.dyhbTactical: DIYMomentum-2.3%1.8%3.2%******
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven-3.8%2.8%10.2%******
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight-4.0%6.7%19.4%******
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum-5.7%17.9%32.2%******
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum-0.2%23.9%33.9%******
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum-1.7%20.1%33.1%******
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum-2.1%20.8%30.4%******
Minimum Drawdownt.lossTactical: DIYRisk-Driven-4.2%-4.3%-0.8%******
Minimum Downside MADt.maddTactical: DIYRisk-Driven-3.4%1.9%6.6%******
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven-3.4%1.9%6.6%******
Minimum Correlation At.mca1Tactical: DIYRisk-Driven-3.7%0.4%5.6%******
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven-3.9%2.7%10.0%******
Maximum Diversificationt.mdivTactical: DIYDiversification-3.4%0.4%6.5%******
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven-3.9%-0.5%3.0%******
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven-4.2%1.5%6.9%******
Minimum Variance At.mvarTactical: DIYRisk-Driven-3.6%0.0%4.4%******
Pure Momentumt.pureTactical: DIYMomentum-5.7%16.7%45.4%******
Quarterly Asset Rotationt.qaroTactical: DIYMomentum-2.3%2.4%0.8%******
Min Downside Deviationt.risdTactical: DIYRisk-Driven-3.3%0.1%4.2%******
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven-4.1%6.2%17.5%******
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven-3.8%0.8%4.5%******
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven-4.1%6.1%17.4%******
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward-4.8%15.9%38.7%******
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward-4.7%15.8%41.1%******
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation3.3%9.3%30.4%******
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation-3.3%15.5%26.8%******
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation-3.4%2.5%26.5%******
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation-1.9%7.0%30.2%******
Target Return Post-Modernt.trddTactical: DIYTarget Return-3.7%2.8%12.1%******
Target Return 12%t.tretTactical: DIYRisk-Driven-3.6%1.1%8.9%******
Target Risk 10%t.trisTactical: DIYRisk-Driven-5.1%7.4%15.8%******