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 – Rebalance^TM 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.

Choose a portfolio recipe that meets your needs by comparing return, risk, and cost.
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In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or ID. Use the table below to compare performance of all the portfolio recipes. Sort any column by clicking the heading in the gray row. Click any portfolio name for full details including recipe ingredients. upgrade, upgrade2, invest_proc, rebal_diy

Maximum Drawdown vs. Annual Return

●All recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)

	Total Return, annualized %	Max
AQR Divers N	ADANX	Tactical: Managed	Hedged: Arbitrage	0.1%	1.0%	-1.2%	*	*	*	*	*	*
S&P Aggressive	AOA	Tactical: Managed	Risk-Driven	-3.0%	3.4%	-7.5%	*	*	*	*	*	*
S&P Conservative	AOK	Tactical: Managed	Risk-Driven	-2.6%	1.6%	-8.7%	*	*	*	*	*	*
S&P Moderate	AOM	Tactical: Managed	Risk-Driven	-2.8%	2.2%	-8.3%	*	*	*	*	*	*
S&P Growth	AOR	Tactical: Managed	Risk-Driven	-2.8%	3.2%	-8.1%	*	*	*	*	*	*
Arbitrage I	ARBNX	Tactical: Managed	Hedged: Arbitrage	-0.2%	0.0%	0.5%	*	*	*	*	*	*
Am Century Target Date	ARTOX	Tactical: Managed	Income: Multi	-2.0%	2.4%	-6.8%	*	*	*	*	*	*
Absolute Strategies I	ASFIX	Tactical: Managed	Hedged: Abs Return	-0.4%	-3.0%	-0.1%	*	*	*	*	*	*
Dreyfus Alpha I	AVGRX	Tactical: Managed	Blended	0.2%	2.7%	-3.8%	*	*	*	*	*	*
BlackRock Strat Inc Opp	BASIX	Tactical: Managed	Income: Multi	-1.6%	0.2%	-5.3%	*	*	*	*	*	*
Ibbotson Balanced	BETFX	Tactical: Managed	Risk-Driven	-2.9%	2.3%	-6.8%	*	*	*	*	*	*
PwrSh Sr Loan Portfolio	BKLN	Tactical: Managed	Income: Float Rate	-0.1%	3.3%	1.7%	*	*	*	*	*	*
BlackRock EmMkt A	BLSAX	Tactical: Managed	Hedged: Long/Short	-7.4%	1.6%	-15.4%	*	*	*	*	*	*
UBS Dyn Alpha A	BNAAX	Tactical: Managed	Blended	-1.3%	1.1%	-4.1%	*	*	*	*	*	*
UBS Global Alloc	BPGLX	Tactical: Managed	Global Macro	-3.1%	2.0%	-10.3%	*	*	*	*	*	*
Robeco Long/Short I	BPLSX	Tactical: Managed	Hedged: Long/Short	-1.6%	3.7%	7.1%	*	*	*	*	*	*
Berkshire Hathaway Inc	BRK.A	Tactical: Managed	Global Macro	-2.0%	-1.1%	-2.7%	*	*	*	*	*	*
Calamos Convertible A	CCVIX	Tactical: Managed	Income: Multi	-1.9%	2.7%	-12.1%	*	*	*	*	*	*
Invesco Convertible Y	CNSDX	Tactical: Managed	Income: Multi	-2.0%	1.0%	-8.5%	*	*	*	*	*	*
Columbia Thermostat Z	COTZX	Tactical: Managed	Risk-Driven	-2.4%	1.8%	-8.1%	*	*	*	*	*	*
IQ CPI Hedge ETF	CPI	Tactical: Managed	Hedged: Abs Return	-1.6%	0.9%	-6.2%	*	*	*	*	*	*
ProShares Lg Cap	CSM	Tactical: Managed	Hedged: 130-30	-2.1%	5.6%	-7.9%	*	*	*	*	*	*
Calamos Global Growth	CVLOX	Tactical: Managed	Income: Global	-3.1%	2.6%	-12.7%	*	*	*	*	*	*
Calamos Market Neu Inc	CVSIX	Tactical: Managed	Hedged: Mkt Neutral	-0.3%	1.9%	-1.0%	*	*	*	*	*	*
Gugg Multi-Asset	CVY	Tactical: Managed	Income: Multi	-3.1%	6.6%	-2.0%	*	*	*	*	*	*
Barclays Conv Bond	CWB	Tactical: Managed	Income: Multi	-1.8%	4.1%	-10.0%	*	*	*	*	*	*
WisdmTr EM HiYld	DEM	Tactical: Managed	Income: Equity	-4.5%	3.8%	-9.1%	*	*	*	*	*	*
WisdmTr EM SmCap	DGS	Tactical: Managed	Income: Equity	-4.1%	2.7%	-9.2%	*	*	*	*	*	*
Diamond Hill Long-Short I	DHLSX	Tactical: Managed	Hedged: Long/Short	-2.5%	4.0%	-4.4%	*	*	*	*	*	*
WisdomTree ex-US	DLN	Tactical: Managed	Income: Equity	-3.2%	-0.5%	-1.0%	*	*	*	*	*	*
WisdmTr Intl SmCap	DLS	Tactical: Managed	Income: Equity	-2.2%	6.1%	-6.9%	*	*	*	*	*	*
Dodge & Cox Balanced	DODBX	Tactical: Managed	Risk-Driven	-2.7%	2.7%	-3.8%	*	*	*	*	*	*
DFA Select Hedged	DSHGX	Tactical: Managed	Global Macro	-2.1%	5.1%	-3.5%	*	*	*	*	*	*
MFS Target Return A	DVRAX	Tactical: Managed	Hedged: Abs Return	-0.5%	1.6%	-0.3%	*	*	*	*	*	*
iShares Select Dividend	DVY	Tactical: Managed	Income: Equity	-3.7%	0.4%	1.2%	*	*	*	*	*	*
SPDR S&P Int'l	DWX	Tactical: Managed	Income: Equity	-2.9%	4.2%	-8.8%	*	*	*	*	*	*
EatonVance GlobalMacro	EIGMX	Tactical: Managed	Hedged: Abs Return	0.5%	2.1%	1.9%	*	*	*	*	*	*
Fidelity Balanced	FBALX	Tactical: Managed	Risk-Driven	-2.1%	4.0%	-9.2%	*	*	*	*	*	*
Fidelity Convertibles	FCVSX	Tactical: Managed	Income: Multi	0.4%	4.8%	-6.6%	*	*	*	*	*	*
Fidelity Equity	FEQTX	Tactical: Managed	Income: Equity	-2.5%	3.2%	0.8%	*	*	*	*	*	*
Fidelity Muni	FHIGX	Tactical: Managed	Income: Tax Exempt	-2.6%	0.4%	-8.0%	*	*	*	*	*	*
Nuveen Amer Muni	FLAAX	Tactical: Managed	Income: Tax Exempt	-2.8%	0.6%	-13.3%	*	*	*	*	*	*
FPA Crescent	FPACX	Tactical: Managed	Risk-Driven	-2.0%	4.9%	-2.4%	*	*	*	*	*	*
Fidelity Puritan	FPURX	Tactical: Managed	Risk-Driven	-2.6%	2.9%	-9.0%	*	*	*	*	*	*
Fidelity Strategic	FSDIX	Tactical: Managed	Income: Equity	-2.4%	2.2%	-3.8%	*	*	*	*	*	*
First Trust Focus 5	FV	Tactical: Managed	Sector Rotation	-2.5%	1.8%	1.5%	*	*	*	*	*	*
Gabelli ABC AAA	GABCX	Tactical: Managed	Hedged: Mkt Neutral	-0.4%	1.6%	1.0%	*	*	*	*	*	*
Natixis ASG Global	GAFYX	Tactical: Managed	Hedged: Abs Return	-0.5%	2.0%	4.8%	*	*	*	*	*	*
Goldman Sachs Instl	GARTX	Tactical: Managed	Hedged: Abs Return	-1.2%	2.2%	-1.2%	*	*	*	*	*	*
GMO Benchm-Free	GBMFX	Tactical: Managed	Global Macro	-1.3%	3.0%	0.5%	*	*	*	*	*	*
Leuthold Global	GLBIX	Tactical: Managed	Global Macro	-2.1%	1.6%	-3.7%	*	*	*	*	*	*
GMO Global Alloc	GMWAX	Tactical: Managed	Global Macro	-2.3%	3.3%	-5.9%	*	*	*	*	*	*
Goldman Sachs Strat Inc	GSZAX	Tactical: Managed	Income: Multi	-0.4%	2.2%	-0.5%	*	*	*	*	*	*
Hedge Replication	HDG	Tactical: Managed	Blended	-0.2%	3.3%	-2.2%	*	*	*	*	*	*
iShares Hi Div Equity	HDV	Tactical: Managed	Income: Equity	-4.6%	-3.6%	1.1%	*	*	*	*	*	*
ETF: SPDR Inc Alloc	INKM	Tactical: Managed	Income: Multi	-3.3%	2.7%	-7.2%	*	*	*	*	*	*
Ivy Asset Strategy	IVAEX	Tactical: Managed	Global Macro	-3.3%	2.9%	-5.1%	*	*	*	*	*	*
iSh MultiAsset Income	IYLD	Tactical: Managed	Income: Multi	-3.4%	2.4%	-10.3%	*	*	*	*	*	*
Janus Balanced	JANBX	Tactical: Managed	Risk-Driven	-2.3%	2.2%	-9.5%	*	*	*	*	*	*
Jhancock Global Abs Ret I	JHAIX	Tactical: Managed	Hedged: Abs Return	-1.9%	-0.7%	-3.6%	*	*	*	*	*	*
JPMorgan Mkt Neutral A	JMNAX	Tactical: Managed	Hedged: Mkt Neutral	1.1%	1.4%	0.3%	*	*	*	*	*	*
KCM MacroTrends	KCMTX	Tactical: Managed	Hedged: Long/Short	-2.1%	3.6%	-12.0%	*	*	*	*	*	*
Inst: Forward Select	KIFYX	Tactical: Managed	Income: Multi	-3.6%	4.9%	-8.0%	*	*	*	*	*	*
Columbia Div Income	LBSAX	Tactical: Managed	Income: Equity	-2.8%	-1.1%	-0.8%	*	*	*	*	*	*
Invesco Divers Dividend	LCEIX	Tactical: Managed	Income: Equity	-3.1%	0.5%	-1.5%	*	*	*	*	*	*
Leuthold Core	LCORX	Tactical: Managed	Global Macro	-1.9%	0.5%	-2.6%	*	*	*	*	*	*
Lord Abbett Float Rate	LFRAX	Tactical: Managed	Income: Float Rate	-0.1%	1.5%	-3.3%	*	*	*	*	*	*
Loomis Global Eq A	LGMAX	Tactical: Managed	Income: Global	-3.8%	3.5%	-10.3%	*	*	*	*	*	*
Loomis Global Eq Y	LSWWX	Tactical: Managed	Global Macro	-3.8%	3.6%	-10.1%	*	*	*	*	*	*
BlackRock Global I	MALOX	Tactical: Managed	Global Macro	-3.5%	1.5%	-12.1%	*	*	*	*	*	*
IQ Hedge Macro ETF	MCRO	Tactical: Managed	Blended	-0.6%	2.8%	-3.8%	*	*	*	*	*	*
BlackRock Eq Dividend	MDDVX	Tactical: Managed	Income: Equity	-3.0%	2.7%	-13.2%	*	*	*	*	*	*
FirstTrust Multi-Asset	MDIV	Tactical: Managed	Income: Multi	-3.0%	3.9%	-0.5%	*	*	*	*	*	*
BlackRock Nat'l Muni	MDNLX	Tactical: Managed	Income: Tax Exempt	-2.6%	0.3%	-9.0%	*	*	*	*	*	*
MainStay Marketfield A	MFADX	Tactical: Managed	Hedged: Long/Short	-3.6%	-1.6%	-0.0%	*	*	*	*	*	*
MFS Global Tot Ret	MFWIX	Tactical: Managed	Global Macro	-3.3%	1.5%	-5.5%	*	*	*	*	*	*
Aberdeen Long-Short A	MLSAX	Tactical: Managed	Hedged: Long/Short	-3.5%	5.6%	-10.6%	*	*	*	*	*	*
IQ Merger Arbitrage	MNA	Tactical: Managed	Hedged: Arbitrage	-1.0%	-1.4%	-1.9%	*	*	*	*	*	*
MainStay Int'l Opp	MYITX	Tactical: Managed	Hedged: 130-30	-3.0%	4.8%	-5.9%	*	*	*	*	*	*
Grimaldi Sector	NAVFX	Tactical: Managed	Sector Rotation	-2.3%	4.3%	-7.5%	*	*	*	*	*	*
Neuberger Berman Eq Inc	NBHAX	Tactical: Managed	Income: Global	-4.1%	-1.9%	-5.2%	*	*	*	*	*	*
Nuveen Preferred I	NPSRX	Tactical: Managed	Income: Multi	-1.4%	3.6%	-5.9%	*	*	*	*	*	*
Putnam Abs Ret 100 Y	PARYX	Tactical: Managed	Hedged: Abs Return	-0.9%	0.2%	-3.9%	*	*	*	*	*	*
PIMCO All-Asset	PAUIX	Tactical: Managed	Global Macro	-4.0%	2.4%	-10.5%	*	*	*	*	*	*
Putnam 700 Y	PDMYX	Tactical: Managed	Hedged: Abs Return	-1.1%	-0.3%	2.7%	*	*	*	*	*	*
DWA Tech Leaders	PDP	Tactical: Managed	Blended	-1.8%	4.5%	-6.1%	*	*	*	*	*	*
iShr Preferred ETF	PFF	Tactical: Managed	Income: Multi	-2.1%	7.7%	-4.8%	*	*	*	*	*	*
PIMCO Global Multi	PGAIX	Tactical: Managed	Global Macro				*	*	*	*	*	*
PowerSh Preferred ETF	PGX	Tactical: Managed	Income: Multi	-3.0%	10.3%	-5.6%	*	*	*	*	*	*
PowerShares Intl Div	PID	Tactical: Managed	Income: Equity	-3.7%	4.0%	-4.1%	*	*	*	*	*	*
Principal GlobMultiStrat	PMSAX	Tactical: Managed	Blended	-0.5%	1.6%	0.2%	*	*	*	*	*	*
Pimco Income P	PONPX	Tactical: Managed	Income: Multi	-2.5%	0.3%	-7.5%	*	*	*	*	*	*
Principal Preferred	PPSIX	Tactical: Managed	Income: Multi	-1.3%	3.6%	-3.2%	*	*	*	*	*	*
T. Rowe Equity Income	PRFDX	Tactical: Managed	Income: Equity	-3.7%	1.7%	-2.5%	*	*	*	*	*	*
T. Rowe Summit Muni	PRINX	Tactical: Managed	Income: Tax Exempt	-2.4%	0.6%	-8.9%	*	*	*	*	*	*
Permanent Portfolio	PRPFX	Strategic: Managed	Low Equity	-3.7%	0.4%	-3.5%	*	*	*	*	*	*
T. Rowe Global Bond	PRSNX	Tactical: Managed	Income: Multi	-0.9%	0.9%	-14.1%	*	*	*	*	*	*
iSh Global Energy	PWC	Tactical: Managed	Blended	-0.4%	5.1%	-1.0%	*	*	*	*	*	*
Putnam Abs Ret 300 Y	PYTRX	Tactical: Managed	Hedged: Abs Return	-0.1%	0.5%	-2.2%	*	*	*	*	*	*
IQ Hedge Multi-Strat	QAI	Tactical: Managed	Blended	-0.9%	2.0%	-4.2%	*	*	*	*	*	*
IQ Hedge ETF	QMN	Tactical: Managed	Hedged: Mkt Neutral	-100.0%	-100.0%	-100.0%	*	*	*	*	*	*
MultiAsset ETF	RLY	Tactical: Managed	Hedged: Abs Return	-4.5%	-0.0%	0.7%	*	*	*	*	*	*
S&P 500 Equal Weight	RSP	Strategic: Managed	Equal Weight	-3.4%	3.8%	-3.2%	*	*	*	*	*	*
Hundredfold Select	SFHYX	Tactical: Managed	Blended	-3.5%	0.6%	-10.2%	*	*	*	*	*	*
Sound Mind Investing	SMIFX	Tactical: Managed	Momentum	-0.9%	1.2%	-2.5%	*	*	*	*	*	*
Schwab Div Equity	SWDSX	Tactical: Managed	Income: Equity	-3.2%	-1.3%	-3.9%	*	*	*	*	*	*
Schwab Balanced	SWOBX	Tactical: Managed	Risk-Driven	-2.7%	1.8%	-11.2%	*	*	*	*	*	*
Thornburg Inv Income A	TIBAX	Tactical: Managed	Income: Global	-0.8%	4.9%	-0.7%	*	*	*	*	*	*
Thornburg Inv Income Y	TIBIX	Tactical: Managed	Global Macro	-0.8%	5.0%	-0.4%	*	*	*	*	*	*
T. Rowe Retire Balanced	TRRIX	Tactical: Managed	Income: Multi	-1.9%	1.9%	-10.0%	*	*	*	*	*	*
Vanguard LifeStrat Growth	VASGX	Tactical: Managed	Risk-Driven	-2.9%	3.5%	-8.3%	*	*	*	*	*	*
Vanguard LifeStrategy	VASIX	Tactical: Managed	Income: Multi	-2.4%	1.4%	-9.2%	*	*	*	*	*	*
Vanguard Balanced	VBIAX	Tactical: Managed	Risk-Driven	-2.4%	2.9%	-8.7%	*	*	*	*	*	*
Vanguard Equity	VEIPX	Tactical: Managed	Income: Equity	-3.9%	-1.2%	0.1%	*	*	*	*	*	*
VALIC Global Strat	VGLSX	Tactical: Managed	Global Macro	-2.8%	2.1%	-8.5%	*	*	*	*	*	*
Vanguard STAR Inv	VGSTX	Tactical: Managed	Risk-Driven	-3.2%	3.8%	-8.9%	*	*	*	*	*	*
ValueLine AssetAlloc	VLAAX	Tactical: Managed	Risk-Driven	-2.3%	2.8%	-8.3%	*	*	*	*	*	*
Vanguard Market Neutral	VMNFX	Tactical: Managed	Hedged: Mkt Neutral	2.0%	0.8%	9.6%	*	*	*	*	*	*
Vanguard Managed Payout	VPGDX	Tactical: Managed	Income: Multi	-2.6%	1.8%	-4.9%	*	*	*	*	*	*
Vanguard Target Retire	VTINX	Tactical: Managed	Income: Multi	-2.1%	1.7%	-7.7%	*	*	*	*	*	*
Vanguard Wellington Inv	VWELX	Tactical: Managed	Risk-Driven	-3.3%	0.4%	-7.8%	*	*	*	*	*	*
Vanguard Wellesley Adm	VWIAX	Tactical: Managed	Income: Multi	-3.3%	-0.1%	-6.5%	*	*	*	*	*	*
Vanguard Wellesley Inv	VWINX	Tactical: Managed	Risk-Driven	-3.3%	-0.1%	-6.6%	*	*	*	*	*	*
Vanguard LT Tax-Exempt	VWLTX	Tactical: Managed	Income: Tax Exempt	-2.9%	0.2%	-8.7%	*	*	*	*	*	*
Vanguard Hi Div Yld ETF	VYM	Tactical: Managed	Income: Equity	-3.5%	-1.2%	0.3%	*	*	*	*	*	*
WF Asset Allocation	WFAIX	Tactical: Managed	Risk-Driven	-2.8%	1.9%	-9.6%	*	*	*	*	*	*
FundX Upgrader	XCOR	Tactical: Managed	Momentum	-3.7%	1.0%	-16.3%	*	*	*	*	*	*
Strategic 50-50	s.5050	Strategic: DIY	Balanced	-2.5%	2.3%	-8.8%	*	*	*	*	*	*
Strategic 60-40 Portfolio	s.6040	Strategic: DIY	Balanced	-2.5%	2.7%	-8.6%	*	*	*	*	*	*
Strategic 70-30 Portfolio	s.7030	Strategic: DIY	High Equity	-2.5%	3.1%	-8.5%	*	*	*	*	*	*
7Twelve Israelson	s.712	Strategic: DIY	Balanced	-3.8%	1.6%	-6.7%	*	*	*	*	*	*
Strategic 80-20 Portfolio	s.8020	Strategic: DIY	High Equity	-2.5%	3.5%	-8.4%	*	*	*	*	*	*
ETF Aggressive	s.aggr	Strategic: DIY	High Equity	-3.6%	3.6%	-7.3%	*	*	*	*	*	*
Lazy: Aronson	s.aron	Strategic: DIY	High Equity	-3.3%	3.5%	-10.9%	*	*	*	*	*	*
Ben Stein inspired	s.bens	Strategic: DIY	High Equity	-3.2%	2.8%	-5.4%	*	*	*	*	*	*
Harry Browne inspired	s.brow	Strategic: DIY	Low Equity	-3.4%	1.7%	-10.3%	*	*	*	*	*	*
Lazy: Ultimate Buy & Hold	s.buyh	Strategic: DIY	Balanced	-3.0%	2.5%	-6.9%	*	*	*	*	*	*
Lazy: Coffeehouse	s.coff	Strategic: DIY	Balanced	-3.1%	2.6%	-7.7%	*	*	*	*	*	*
Couch Potato: Scott Burns	s.couc	Strategic: DIY	Balanced	-1.9%	2.5%	-9.2%	*	*	*	*	*	*
Ray Dalio inspired	s.dali	Strategic: DIY	Low Equity	-3.0%	1.2%	-10.5%	*	*	*	*	*	*
Ben Graham 50-50	s.grah	Strategic: DIY	Balanced	-2.7%	2.1%	-5.7%	*	*	*	*	*	*
Safe Haven Portfolio	s.have	Strategic: DIY	Balanced	-4.4%	-1.7%	-5.2%	*	*	*	*	*	*
Ivy Portfolio	s.ivyp	Strategic: DIY	Low Equity	-4.1%	1.8%	-7.9%	*	*	*	*	*	*
Six Ways from Sunday	s.lazy	Strategic: DIY	Balanced	-4.3%	1.2%	-6.0%	*	*	*	*	*	*
Low Volatility Portfolio	s.lowv	Strategic: DIY	High Equity	-2.5%	-0.7%	-4.3%	*	*	*	*	*	*
Lazy: Margaritaville	s.marg	Strategic: DIY	Balanced	-2.7%	3.0%	-9.7%	*	*	*	*	*	*
ETF Moderate	s.mode	Strategic: DIY	Balanced	-3.3%	2.8%	-9.5%	*	*	*	*	*	*
Lazy: No Brainer	s.nobr	Strategic: DIY	High Equity	-2.3%	4.7%	-6.1%	*	*	*	*	*	*
No Equity Portfolio	s.noeq	Strategic: DIY	Low Equity	-5.4%	2.1%	-14.5%	*	*	*	*	*	*
Permanent Plus	s.plus	Strategic: DIY	Low Equity	-3.8%	3.2%	-14.4%	*	*	*	*	*	*
Lazy: Second Grader	s.seco	Strategic: DIY	High Equity	-2.9%	3.8%	-8.2%	*	*	*	*	*	*
Lazy: Smart Money	s.smar	Strategic: DIY	Balanced	-2.6%	2.3%	-5.1%	*	*	*	*	*	*
Black Swan Hyperinflation	s.swan	Strategic: DIY	Low Equity	-4.4%	-0.4%	3.0%	*	*	*	*	*	*
David Swensen inspired	s.swen	Strategic: DIY	Balanced	-3.7%	3.4%	-11.8%	*	*	*	*	*	*
Talmud Broad Market	s.talb	Strategic: DIY	Low Equity	-3.6%	2.9%	-10.1%	*	*	*	*	*	*
Talmud with Blue Chip	s.talc	Strategic: DIY	Low Equity	-4.0%	0.9%	-7.3%	*	*	*	*	*	*
Talmud Equities and Gold	s.talg	Strategic: DIY	Low Equity	-4.5%	2.8%	-8.3%	*	*	*	*	*	*
Talmud Dividend Equities	s.talm	Strategic: DIY	Low Equity	-4.7%	1.6%	-4.0%	*	*	*	*	*	*
Talmud with Small Cap	s.tals	Strategic: DIY	Low Equity	-2.8%	4.0%	-6.8%	*	*	*	*	*	*
Worst Case Scenario	s.wors	Strategic: DIY	Low Equity	-2.1%	-1.4%	-9.2%	*	*	*	*	*	*
Lazy: Yale Unconventional	s.yale	Strategic: DIY	High Equity	-3.7%	3.2%	-12.5%	*	*	*	*	*	*
Adaptive Allocation A	t.aaaa	Tactical: DIY	Adaptive	-5.6%	-0.7%	-13.2%	*	*	*	*	*	*
Adaptive Allocation B	t.aaab	Tactical: DIY	Adaptive	-7.1%	-1.1%	-17.1%	*	*	*	*	*	*
Adaptive Allocation C	t.aaac	Tactical: DIY	Adaptive	-6.9%	-0.9%	-16.6%	*	*	*	*	*	*
Adaptive Allocation D	t.aaad	Tactical: DIY	Adaptive	-5.5%	1.8%	-6.2%	*	*	*	*	*	*
Adaptive Allocation E	t.aaae	Tactical: DIY	Adaptive	-4.1%	1.7%	-17.8%	*	*	*	*	*	*
Adaptive Allocation F	t.aaaf	Tactical: DIY	Adaptive	-4.3%	2.0%	-12.1%	*	*	*	*	*	*
Active Combined Asset	t.acap	Tactical: DIY	Momentum	-4.4%	0.3%	-15.1%	*	*	*	*	*	*
Minimum CdaR	t.cdar	Tactical: DIY	Risk-Driven	-3.9%	1.6%	-13.3%	*	*	*	*	*	*
Minimum Correlation	t.coco	Tactical: DIY	Correlation	-4.5%	3.6%	-16.8%	*	*	*	*	*	*
Minimum CvaR	t.cvar	Tactical: DIY	Risk-Driven	-4.4%	3.5%	-11.9%	*	*	*	*	*	*
Defensive Bond	t.dbnd	Tactical: DIY	Momentum	-0.8%	3.5%	4.1%	*	*	*	*	*	*
Equal Weight With Cluster	t.dist	Tactical: DIY	Correlation	-4.5%	3.2%	-12.5%	*	*	*	*	*	*
Dynamic Harry Browne	t.dyhb	Tactical: DIY	Momentum	-5.1%	-2.0%	-5.0%	*	*	*	*	*	*
Equal Risk Contribution	t.eqrc	Tactical: DIY	Risk-Driven	-4.3%	3.5%	-11.9%	*	*	*	*	*	*
Equal Weight Portfolio	t.eqwt	Tactical: DIY	Equal Weight	-3.9%	4.3%	-10.9%	*	*	*	*	*	*
Faber Rel Strength: Top 1	t.frs1	Tactical: DIY	Momentum	-3.1%	-2.3%	-1.5%	*	*	*	*	*	*
Faber Rel Strength: Top 2	t.frs2	Tactical: DIY	Momentum	-2.8%	2.0%	-1.5%	*	*	*	*	*	*
Faber Rel Strength: Top 3	t.frs3	Tactical: DIY	Momentum	-2.1%	1.3%	-6.4%	*	*	*	*	*	*
Faber Rel Strength: Top 4	t.frs4	Tactical: DIY	Momentum	-3.1%	-0.3%	-6.7%	*	*	*	*	*	*
Minimum Drawdown	t.loss	Tactical: DIY	Risk-Driven	-4.9%	2.5%	-9.7%	*	*	*	*	*	*
Minimum Downside MAD	t.madd	Tactical: DIY	Risk-Driven	-4.7%	1.3%	-14.4%	*	*	*	*	*	*
Minimum Mean Abs Deviation	t.madm	Tactical: DIY	Risk-Driven	-4.7%	1.3%	-14.4%	*	*	*	*	*	*
Minimum Correlation A	t.mca1	Tactical: DIY	Risk-Driven	-4.8%	2.6%	-13.1%	*	*	*	*	*	*
Minimum Correlation B	t.mca2	Tactical: DIY	Risk-Driven	-4.4%	3.4%	-11.9%	*	*	*	*	*	*
Maximum Diversification	t.mdiv	Tactical: DIY	Diversification	-4.7%	3.0%	-17.2%	*	*	*	*	*	*
Minimum Variance B	t.mva2	Tactical: DIY	Risk-Driven	-4.9%	2.3%	-12.6%	*	*	*	*	*	*
Minimum Variance C	t.mva3	Tactical: DIY	Risk-Driven	-4.8%	2.1%	-12.0%	*	*	*	*	*	*
Minimum Variance A	t.mvar	Tactical: DIY	Risk-Driven	-4.9%	1.3%	-12.2%	*	*	*	*	*	*
Pure Momentum	t.pure	Tactical: DIY	Momentum	-7.6%	0.9%	-22.2%	*	*	*	*	*	*
Quarterly Asset Rotation	t.qaro	Tactical: DIY	Momentum	-1.6%	5.6%	-1.0%	*	*	*	*	*	*
Min Downside Deviation	t.risd	Tactical: DIY	Risk-Driven	-4.8%	1.3%	-12.6%	*	*	*	*	*	*
Risk Parity Portfolio A	t.rpba	Tactical: DIY	Risk-Driven	-4.1%	3.8%	-11.1%	*	*	*	*	*	*
Risk Parity With Cluster	t.rpcl	Tactical: DIY	Risk-Driven	-4.7%	2.8%	-11.6%	*	*	*	*	*	*
Risk Parity Portfolio B	t.rsop	Tactical: DIY	Risk-Driven	-4.1%	3.9%	-10.6%	*	*	*	*	*	*
Maximum Sharpe Portfolio	t.shar	Tactical: DIY	Risk/Reward	-3.4%	3.3%	-16.0%	*	*	*	*	*	*
Maximum Sortino Portfolio	t.sort	Tactical: DIY	Risk/Reward	-3.1%	3.6%	-15.4%	*	*	*	*	*	*
Quartile Sector Rotation	t.srqr	Tactical: DIY	Sector Rotation	-10.8%	-7.5%	24.5%	*	*	*	*	*	*
Rel Strength Sector Rotatn	t.srrs	Tactical: DIY	Sector Rotation	-2.8%	-1.4%	-2.5%	*	*	*	*	*	*
Top 3 Sector Rotation	t.srt3	Tactical: DIY	Sector Rotation	-4.7%	-3.9%	-11.6%	*	*	*	*	*	*
Top 5 Sector Rotation	t.srt5	Tactical: DIY	Sector Rotation	-3.6%	-0.5%	-2.6%	*	*	*	*	*	*
Target Return Post-Modern	t.trdd	Tactical: DIY	Target Return	-5.0%	0.8%	-20.9%	*	*	*	*	*	*
Target Return 12%	t.tret	Tactical: DIY	Risk-Driven	-4.9%	0.9%	-20.8%	*	*	*	*	*	*
Target Risk 10%	t.tris	Tactical: DIY	Risk-Driven	-4.9%	1.2%	-8.2%	*	*	*	*	*	*

Total Return, annualized %

Max

DrawDown

Recipe Name

Peer Group

Category

1 month

YTD

1 year

3 year

5 year

10 year

15 year

10 year

15 year

AQR Divers N

ADANX

Tactical: Managed

Hedged: Arbitrage

0.1%

1.0%

-1.2%

S&P Aggressive

AOA

Tactical: Managed

Risk-Driven

-3.0%

3.4%

-7.5%

S&P Conservative

AOK

Tactical: Managed

Risk-Driven

-2.6%

1.6%

-8.7%

S&P Moderate

AOM

Tactical: Managed

Risk-Driven

-2.8%

2.2%

-8.3%

S&P Growth

AOR

Tactical: Managed

Risk-Driven

-2.8%

3.2%

-8.1%

Arbitrage I

ARBNX

Tactical: Managed

Hedged: Arbitrage

-0.2%

0.0%

0.5%

Am Century Target Date

ARTOX

Tactical: Managed

Income: Multi

-2.0%

2.4%

-6.8%

Absolute Strategies I

ASFIX

Tactical: Managed

Hedged: Abs Return

-0.4%

-3.0%

-0.1%

Dreyfus Alpha I

AVGRX

Tactical: Managed

Blended

0.2%

2.7%

-3.8%

BlackRock Strat Inc Opp

BASIX

Tactical: Managed

Income: Multi

-1.6%

0.2%

-5.3%

Ibbotson Balanced

BETFX

Tactical: Managed

Risk-Driven

-2.9%

2.3%

-6.8%

PwrSh Sr Loan Portfolio

BKLN

Tactical: Managed

Income: Float Rate

-0.1%

3.3%

1.7%

BlackRock EmMkt A

BLSAX

Tactical: Managed

Hedged: Long/Short

-7.4%

1.6%

-15.4%

UBS Dyn Alpha A

BNAAX

Tactical: Managed

Blended

-1.3%

1.1%

-4.1%

UBS Global Alloc

BPGLX

Tactical: Managed

Global Macro

-3.1%

2.0%

-10.3%

Robeco Long/Short I

BPLSX

Tactical: Managed

Hedged: Long/Short

-1.6%

3.7%

7.1%

Berkshire Hathaway Inc

BRK.A

Tactical: Managed

Global Macro

-2.0%

-1.1%

-2.7%

Calamos Convertible A

CCVIX

Tactical: Managed

Income: Multi

-1.9%

2.7%

-12.1%

Invesco Convertible Y

CNSDX

Tactical: Managed

Income: Multi

-2.0%

1.0%

-8.5%

Columbia Thermostat Z

COTZX

Tactical: Managed

Risk-Driven

-2.4%

1.8%

-8.1%

IQ CPI Hedge ETF

CPI

Tactical: Managed

Hedged: Abs Return

-1.6%

0.9%

-6.2%

ProShares Lg Cap

CSM

Tactical: Managed

Hedged: 130-30

-2.1%

5.6%

-7.9%

Calamos Global Growth

CVLOX

Tactical: Managed

Income: Global

-3.1%

2.6%

-12.7%

Calamos Market Neu Inc

CVSIX

Tactical: Managed

Hedged: Mkt Neutral

-0.3%

1.9%

-1.0%

Gugg Multi-Asset

CVY

Tactical: Managed

Income: Multi

-3.1%

6.6%

-2.0%

Barclays Conv Bond

CWB

Tactical: Managed

Income: Multi

-1.8%

4.1%

-10.0%

WisdmTr EM HiYld

DEM

Tactical: Managed

Income: Equity

-4.5%

3.8%

-9.1%

WisdmTr EM SmCap

DGS

Tactical: Managed

Income: Equity

-4.1%

2.7%

-9.2%

Diamond Hill Long-Short I

DHLSX

Tactical: Managed

Hedged: Long/Short

-2.5%

4.0%

-4.4%

WisdomTree ex-US

DLN

Tactical: Managed

Income: Equity

-3.2%

-0.5%

-1.0%

WisdmTr Intl SmCap

DLS

Tactical: Managed

Income: Equity

-2.2%

6.1%

-6.9%

Dodge & Cox Balanced

DODBX

Tactical: Managed

Risk-Driven

-2.7%

2.7%

-3.8%

DFA Select Hedged

DSHGX

Tactical: Managed

Global Macro

-2.1%

5.1%

-3.5%

MFS Target Return A

DVRAX

Tactical: Managed

Hedged: Abs Return

-0.5%

1.6%

-0.3%

iShares Select Dividend

DVY

Tactical: Managed

Income: Equity

-3.7%

0.4%

1.2%

SPDR S&P Int'l

DWX

Tactical: Managed

Income: Equity

-2.9%

4.2%

-8.8%

EatonVance GlobalMacro

EIGMX

Tactical: Managed

Hedged: Abs Return

0.5%

2.1%

1.9%

Fidelity Balanced

FBALX

Tactical: Managed

Risk-Driven

-2.1%

4.0%

-9.2%

Fidelity Convertibles

FCVSX

Tactical: Managed

Income: Multi

0.4%

4.8%

-6.6%

Fidelity Equity

FEQTX

Tactical: Managed

Income: Equity

-2.5%

3.2%

0.8%

Fidelity Muni

FHIGX

Tactical: Managed

Income: Tax Exempt

-2.6%

0.4%

-8.0%

Nuveen Amer Muni

FLAAX

Tactical: Managed

Income: Tax Exempt

-2.8%

0.6%

-13.3%

FPA Crescent

FPACX

Tactical: Managed

Risk-Driven

-2.0%

4.9%

-2.4%

Fidelity Puritan

FPURX

Tactical: Managed

Risk-Driven

-2.6%

2.9%

-9.0%

Fidelity Strategic

FSDIX

Tactical: Managed

Income: Equity

-2.4%

2.2%

-3.8%

First Trust Focus 5

Tactical: Managed

Sector Rotation

-2.5%

1.8%

1.5%

Gabelli ABC AAA

GABCX

Tactical: Managed

Hedged: Mkt Neutral

-0.4%

1.6%

1.0%

Natixis ASG Global

GAFYX

Tactical: Managed

Hedged: Abs Return

-0.5%

2.0%

4.8%

Goldman Sachs Instl

GARTX

Tactical: Managed

Hedged: Abs Return

-1.2%

2.2%

-1.2%

GMO Benchm-Free

GBMFX

Tactical: Managed

Global Macro

-1.3%

3.0%

0.5%

Leuthold Global

GLBIX

Tactical: Managed

Global Macro

-2.1%

1.6%

-3.7%

GMO Global Alloc

GMWAX

Tactical: Managed

Global Macro

-2.3%

3.3%

-5.9%

Goldman Sachs Strat Inc

GSZAX

Tactical: Managed

Income: Multi

-0.4%

2.2%

-0.5%

Hedge Replication

HDG

Tactical: Managed

Blended

-0.2%

3.3%

-2.2%

iShares Hi Div Equity

HDV

Tactical: Managed

Income: Equity

-4.6%

-3.6%

1.1%

ETF: SPDR Inc Alloc

INKM

Tactical: Managed

Income: Multi

-3.3%

2.7%

-7.2%

Ivy Asset Strategy

IVAEX

Tactical: Managed

Global Macro

-3.3%

2.9%

-5.1%

iSh MultiAsset Income

IYLD

Tactical: Managed

Income: Multi

-3.4%

2.4%

-10.3%

Janus Balanced

JANBX

Tactical: Managed

Risk-Driven

-2.3%

2.2%

-9.5%

Jhancock Global Abs Ret I

JHAIX

Tactical: Managed

Hedged: Abs Return

-1.9%

-0.7%

-3.6%

JPMorgan Mkt Neutral A

JMNAX

Tactical: Managed

Hedged: Mkt Neutral

1.1%

1.4%

0.3%

KCM MacroTrends

KCMTX

Tactical: Managed

Hedged: Long/Short

-2.1%

3.6%

-12.0%

Inst: Forward Select

KIFYX

Tactical: Managed

Income: Multi

-3.6%

4.9%

-8.0%

Columbia Div Income

LBSAX

Tactical: Managed

Income: Equity

-2.8%

-1.1%

-0.8%

Invesco Divers Dividend

LCEIX

Tactical: Managed

Income: Equity

-3.1%

0.5%

-1.5%

Leuthold Core

LCORX

Tactical: Managed

Global Macro

-1.9%

0.5%

-2.6%

Lord Abbett Float Rate

LFRAX

Tactical: Managed

Income: Float Rate

-0.1%

1.5%

-3.3%

Loomis Global Eq A

LGMAX

Tactical: Managed

Income: Global

-3.8%

3.5%

-10.3%

Loomis Global Eq Y

LSWWX

Tactical: Managed

Global Macro

-3.8%

3.6%

-10.1%

BlackRock Global I

MALOX

Tactical: Managed

Global Macro

-3.5%

1.5%

-12.1%

IQ Hedge Macro ETF

MCRO

Tactical: Managed

Blended

-0.6%

2.8%

-3.8%

BlackRock Eq Dividend

MDDVX

Tactical: Managed

Income: Equity

-3.0%

2.7%

-13.2%

FirstTrust Multi-Asset

MDIV

Tactical: Managed

Income: Multi

-3.0%

3.9%

-0.5%

BlackRock Nat'l Muni

MDNLX

Tactical: Managed

Income: Tax Exempt

-2.6%

0.3%

-9.0%

MainStay Marketfield A

MFADX

Tactical: Managed

Hedged: Long/Short

-3.6%

-1.6%

-0.0%

MFS Global Tot Ret

MFWIX

Tactical: Managed

Global Macro

-3.3%

1.5%

-5.5%

Aberdeen Long-Short A

MLSAX

Tactical: Managed

Hedged: Long/Short

-3.5%

5.6%

-10.6%

IQ Merger Arbitrage

MNA

Tactical: Managed

Hedged: Arbitrage

-1.0%

-1.4%

-1.9%

MainStay Int'l Opp

MYITX

Tactical: Managed

Hedged: 130-30

-3.0%

4.8%

-5.9%

Grimaldi Sector

NAVFX

Tactical: Managed

Sector Rotation

-2.3%

4.3%

-7.5%

Neuberger Berman Eq Inc

NBHAX

Tactical: Managed

Income: Global

-4.1%

-1.9%

-5.2%

Nuveen Preferred I

NPSRX

Tactical: Managed

Income: Multi

-1.4%

3.6%

-5.9%

Putnam Abs Ret 100 Y

PARYX

Tactical: Managed

Hedged: Abs Return

-0.9%

0.2%

-3.9%

PIMCO All-Asset

PAUIX

Tactical: Managed

Global Macro

-4.0%

2.4%

-10.5%

Putnam 700 Y

PDMYX

Tactical: Managed

Hedged: Abs Return

-1.1%

-0.3%

2.7%

DWA Tech Leaders

PDP

Tactical: Managed

Blended

-1.8%

4.5%

-6.1%

iShr Preferred ETF

PFF

Tactical: Managed

Income: Multi

-2.1%

7.7%

-4.8%

PIMCO Global Multi

PGAIX

Tactical: Managed

Global Macro

PowerSh Preferred ETF

PGX

Tactical: Managed

Income: Multi

-3.0%

10.3%

-5.6%

PowerShares Intl Div

PID

Tactical: Managed

Income: Equity

-3.7%

4.0%

-4.1%

Principal GlobMultiStrat

PMSAX

Tactical: Managed

Blended

-0.5%

1.6%

0.2%

Pimco Income P

PONPX

Tactical: Managed

Income: Multi

-2.5%

0.3%

-7.5%

Principal Preferred

PPSIX

Tactical: Managed

Income: Multi

-1.3%

3.6%

-3.2%

T. Rowe Equity Income

PRFDX

Tactical: Managed

Income: Equity

-3.7%

1.7%

-2.5%

T. Rowe Summit Muni

PRINX

Tactical: Managed

Income: Tax Exempt

-2.4%

0.6%

-8.9%

Permanent Portfolio

PRPFX

Strategic: Managed

Low Equity

-3.7%

0.4%

-3.5%

T. Rowe Global Bond

PRSNX

Tactical: Managed

Income: Multi

-0.9%

0.9%

-14.1%

iSh Global Energy

PWC

Tactical: Managed

Blended

-0.4%

5.1%

-1.0%

Putnam Abs Ret 300 Y

PYTRX

Tactical: Managed

Hedged: Abs Return

-0.1%

0.5%

-2.2%

IQ Hedge Multi-Strat

QAI

Tactical: Managed

Blended

-0.9%

2.0%

-4.2%

IQ Hedge ETF

QMN

Tactical: Managed

Hedged: Mkt Neutral

-100.0%

MultiAsset ETF

RLY

Tactical: Managed

Hedged: Abs Return

-4.5%

-0.0%

0.7%

S&P 500 Equal Weight

RSP

Strategic: Managed

Equal Weight

-3.4%

3.8%

-3.2%

Hundredfold Select

SFHYX

Tactical: Managed

Blended

-3.5%

0.6%

-10.2%

Sound Mind Investing

SMIFX

Tactical: Managed

Momentum

-0.9%

1.2%

-2.5%

Schwab Div Equity

SWDSX

Tactical: Managed

Income: Equity

-3.2%

-1.3%

-3.9%

Schwab Balanced

SWOBX

Tactical: Managed

Risk-Driven

-2.7%

1.8%

-11.2%

Thornburg Inv Income A

TIBAX

Tactical: Managed

Income: Global

-0.8%

4.9%

-0.7%

Thornburg Inv Income Y

TIBIX

Tactical: Managed

Global Macro

-0.8%

5.0%

-0.4%

T. Rowe Retire Balanced

TRRIX

Tactical: Managed

Income: Multi

-1.9%

1.9%

-10.0%

Vanguard LifeStrat Growth

VASGX

Tactical: Managed

Risk-Driven

-2.9%

3.5%

-8.3%

Vanguard LifeStrategy

VASIX

Tactical: Managed

Income: Multi

-2.4%

1.4%

-9.2%

Vanguard Balanced

VBIAX

Tactical: Managed

Risk-Driven

-2.4%

2.9%

-8.7%

Vanguard Equity

VEIPX

Tactical: Managed

Income: Equity

-3.9%

-1.2%

0.1%

VALIC Global Strat

VGLSX

Tactical: Managed

Global Macro

-2.8%

2.1%

-8.5%

Vanguard STAR Inv

VGSTX

Tactical: Managed

Risk-Driven

-3.2%

3.8%

-8.9%

ValueLine AssetAlloc

VLAAX

Tactical: Managed

Risk-Driven

-2.3%

2.8%

-8.3%

Vanguard Market Neutral

VMNFX

Tactical: Managed

Hedged: Mkt Neutral

2.0%

0.8%

9.6%

Vanguard Managed Payout

VPGDX

Tactical: Managed

Income: Multi

-2.6%

1.8%

-4.9%

Vanguard Target Retire

VTINX

Tactical: Managed

Income: Multi

-2.1%

1.7%

-7.7%

Vanguard Wellington Inv

VWELX

Tactical: Managed

Risk-Driven

-3.3%

0.4%

-7.8%

Vanguard Wellesley Adm

VWIAX

Tactical: Managed

Income: Multi

-3.3%

-0.1%

-6.5%

Vanguard Wellesley Inv

VWINX

Tactical: Managed

Risk-Driven

-3.3%

-0.1%

-6.6%

Vanguard LT Tax-Exempt

VWLTX

Tactical: Managed

Income: Tax Exempt

-2.9%

0.2%

-8.7%

Vanguard Hi Div Yld ETF

VYM

Tactical: Managed

Income: Equity

-3.5%

-1.2%

0.3%

WF Asset Allocation

WFAIX

Tactical: Managed

Risk-Driven

-2.8%

1.9%

-9.6%

FundX Upgrader

XCOR

Tactical: Managed

Momentum

-3.7%

1.0%

-16.3%

Strategic 50-50

s.5050

Strategic: DIY

Balanced

-2.5%

2.3%

-8.8%

Strategic 60-40 Portfolio

s.6040

Strategic: DIY

Balanced

-2.5%

2.7%

-8.6%

Strategic 70-30 Portfolio

s.7030

Strategic: DIY

High Equity

-2.5%

3.1%

-8.5%

7Twelve Israelson

s.712

Strategic: DIY

Balanced

-3.8%

1.6%

-6.7%

Strategic 80-20 Portfolio

s.8020

Strategic: DIY

High Equity

-2.5%

3.5%

-8.4%

ETF Aggressive

s.aggr

Strategic: DIY

High Equity

-3.6%

3.6%

-7.3%

Lazy: Aronson

s.aron

Strategic: DIY

High Equity

-3.3%

3.5%

-10.9%

Ben Stein inspired

s.bens

Strategic: DIY

High Equity

-3.2%

2.8%

-5.4%

Harry Browne inspired

s.brow

Strategic: DIY

Low Equity

-3.4%

1.7%

-10.3%

Lazy: Ultimate Buy & Hold

s.buyh

Strategic: DIY

Balanced

-3.0%

2.5%

-6.9%

Lazy: Coffeehouse

s.coff

Strategic: DIY

Balanced

-3.1%

2.6%

-7.7%

Couch Potato: Scott Burns

s.couc

Strategic: DIY

Balanced

-1.9%

2.5%

-9.2%

Ray Dalio inspired

s.dali

Strategic: DIY

Low Equity

-3.0%

1.2%

-10.5%

Ben Graham 50-50

s.grah

Strategic: DIY

Balanced

-2.7%

2.1%

-5.7%

Safe Haven Portfolio

s.have

Strategic: DIY

Balanced

-4.4%

-1.7%

-5.2%

Ivy Portfolio

s.ivyp

Strategic: DIY

Low Equity

-4.1%

1.8%

-7.9%

Six Ways from Sunday

s.lazy

Strategic: DIY

Balanced

-4.3%

1.2%

-6.0%

Low Volatility Portfolio

s.lowv

Strategic: DIY

High Equity

-2.5%

-0.7%

-4.3%

Lazy: Margaritaville

s.marg

Strategic: DIY

Balanced

-2.7%

3.0%

-9.7%

ETF Moderate

s.mode

Strategic: DIY

Balanced

-3.3%

2.8%

-9.5%

Lazy: No Brainer

s.nobr

Strategic: DIY

High Equity

-2.3%

4.7%

-6.1%

No Equity Portfolio

s.noeq

Strategic: DIY

Low Equity

-5.4%

2.1%

-14.5%

Permanent Plus

s.plus

Strategic: DIY

Low Equity

-3.8%

3.2%

-14.4%

Lazy: Second Grader

s.seco

Strategic: DIY

High Equity

-2.9%

3.8%

-8.2%

Lazy: Smart Money

s.smar

Strategic: DIY

Balanced

-2.6%

2.3%

-5.1%

Black Swan Hyperinflation

s.swan

Strategic: DIY

Low Equity

-4.4%

-0.4%

3.0%

David Swensen inspired

s.swen

Strategic: DIY

Balanced

-3.7%

3.4%

-11.8%

Talmud Broad Market

s.talb

Strategic: DIY

Low Equity

-3.6%

2.9%

-10.1%

Talmud with Blue Chip

s.talc

Strategic: DIY

Low Equity

-4.0%

0.9%

-7.3%

Talmud Equities and Gold

s.talg

Strategic: DIY

Low Equity

-4.5%

2.8%

-8.3%

Talmud Dividend Equities

s.talm

Strategic: DIY

Low Equity

-4.7%

1.6%

-4.0%

Talmud with Small Cap

s.tals

Strategic: DIY

Low Equity

-2.8%

4.0%

-6.8%

Worst Case Scenario

s.wors

Strategic: DIY

Low Equity

-2.1%

-1.4%

-9.2%

Lazy: Yale Unconventional

s.yale

Strategic: DIY

High Equity

-3.7%

3.2%

-12.5%

Adaptive Allocation A

t.aaaa

Tactical: DIY

Adaptive

-5.6%

-0.7%

-13.2%

Adaptive Allocation B

t.aaab

Tactical: DIY

Adaptive

-7.1%

-1.1%

-17.1%

Adaptive Allocation C

t.aaac

Tactical: DIY

Adaptive

-6.9%

-0.9%

-16.6%

Adaptive Allocation D

t.aaad

Tactical: DIY

Adaptive

-5.5%

1.8%

-6.2%

Adaptive Allocation E

t.aaae

Tactical: DIY

Adaptive

-4.1%

1.7%

-17.8%

Adaptive Allocation F

t.aaaf

Tactical: DIY

Adaptive

-4.3%

2.0%

-12.1%

Active Combined Asset

t.acap

Tactical: DIY

Momentum

-4.4%

0.3%

-15.1%

Minimum CdaR

t.cdar

Tactical: DIY

Risk-Driven

-3.9%

1.6%

-13.3%

Minimum Correlation

t.coco

Tactical: DIY

Correlation

-4.5%

3.6%

-16.8%

Minimum CvaR

t.cvar

Tactical: DIY

Risk-Driven

-4.4%

3.5%

-11.9%

Defensive Bond

t.dbnd

Tactical: DIY

Momentum

-0.8%

3.5%

4.1%

Equal Weight With Cluster

t.dist

Tactical: DIY

Correlation

-4.5%

3.2%

-12.5%

Dynamic Harry Browne

t.dyhb

Tactical: DIY

Momentum

-5.1%

-2.0%

-5.0%

Equal Risk Contribution

t.eqrc

Tactical: DIY

Risk-Driven

-4.3%

3.5%

-11.9%

Equal Weight Portfolio

t.eqwt

Tactical: DIY

Equal Weight

-3.9%

4.3%

-10.9%

Faber Rel Strength: Top 1

t.frs1

Tactical: DIY

Momentum

-3.1%

-2.3%

-1.5%

Faber Rel Strength: Top 2

t.frs2

Tactical: DIY

Momentum

-2.8%

2.0%

-1.5%

Faber Rel Strength: Top 3

t.frs3

Tactical: DIY

Momentum

-2.1%

1.3%

-6.4%

Faber Rel Strength: Top 4

t.frs4

Tactical: DIY

Momentum

-3.1%

-0.3%

-6.7%

Minimum Drawdown

t.loss

Tactical: DIY

Risk-Driven

-4.9%

2.5%

-9.7%

Minimum Downside MAD

t.madd

Tactical: DIY

Risk-Driven

-4.7%

1.3%

-14.4%

Minimum Mean Abs Deviation

t.madm

Tactical: DIY

Risk-Driven

-4.7%

1.3%

-14.4%

Minimum Correlation A

t.mca1

Tactical: DIY

Risk-Driven

-4.8%

2.6%

-13.1%

Minimum Correlation B

t.mca2

Tactical: DIY

Risk-Driven

-4.4%

3.4%

-11.9%

Maximum Diversification

t.mdiv

Tactical: DIY

Diversification

-4.7%

3.0%

-17.2%

Minimum Variance B

t.mva2

Tactical: DIY

Risk-Driven

-4.9%

2.3%

-12.6%

Minimum Variance C

t.mva3

Tactical: DIY

Risk-Driven

-4.8%

2.1%

-12.0%

Minimum Variance A

t.mvar

Tactical: DIY

Risk-Driven

-4.9%

1.3%

-12.2%

Pure Momentum

t.pure

Tactical: DIY

Momentum

-7.6%

0.9%

-22.2%

Quarterly Asset Rotation

t.qaro

Tactical: DIY

Momentum

-1.6%

5.6%

-1.0%

Min Downside Deviation

t.risd

Tactical: DIY

Risk-Driven

-4.8%

1.3%

-12.6%

Risk Parity Portfolio A

t.rpba

Tactical: DIY

Risk-Driven

-4.1%

3.8%

-11.1%

Risk Parity With Cluster

t.rpcl

Tactical: DIY

Risk-Driven

-4.7%

2.8%

-11.6%

Risk Parity Portfolio B

t.rsop

Tactical: DIY

Risk-Driven

-4.1%

3.9%

-10.6%

Maximum Sharpe Portfolio

t.shar

Tactical: DIY

Risk/Reward

-3.4%

3.3%

-16.0%

Maximum Sortino Portfolio

t.sort

Tactical: DIY

Risk/Reward

-3.1%

3.6%

-15.4%

Quartile Sector Rotation

t.srqr

Tactical: DIY

Sector Rotation

-10.8%

-7.5%

24.5%

Rel Strength Sector Rotatn

t.srrs

Tactical: DIY

Sector Rotation

-2.8%

-1.4%

-2.5%

Top 3 Sector Rotation

t.srt3

Tactical: DIY

Sector Rotation

-4.7%

-3.9%

-11.6%

Top 5 Sector Rotation

t.srt5

Tactical: DIY

Sector Rotation

-3.6%

-0.5%

-2.6%

Target Return Post-Modern

t.trdd

Tactical: DIY

Target Return

-5.0%

0.8%

-20.9%

Target Return 12%

t.tret

Tactical: DIY

Risk-Driven

-4.9%

0.9%

-20.8%

Target Risk 10%

t.tris

Tactical: DIY

Risk-Driven

-4.9%

1.2%

-8.2%

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