VizMetrics Inc. - Better visibility. Better results.

Recipe Summary Page

for period ending June 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: Arbitrage0.7%6.7%30.1%******
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short9.4%10.2%49.3%******
S&P AggressiveAOATactical: ManagedRisk-Driven0.8%10.3%31.0%******
S&P ConservativeAOKTactical: ManagedRisk-Driven0.8%3.1%11.3%******
S&P ModerateAOMTactical: ManagedRisk-Driven0.8%4.5%15.2%******
S&P GrowthAORTactical: ManagedRisk-Driven0.7%7.5%23.0%******
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage-0.8%2.1%7.1%******
Am Century Target DateARTOXTactical: ManagedIncome: Multi0.7%5.4%17.4%******
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return-3.7%-7.0%-8.4%******
Dreyfus Alpha IAVGRXTactical: ManagedBlended1.8%5.5%13.3%******
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi0.2%1.1%8.1%******
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven0.4%8.3%23.6%******
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate0.0%1.0%7.1%******
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short1.1%8.0%40.7%******
UBS Dyn Alpha ABNAAXTactical: ManagedBlended0.6%4.0%14.2%******
UBS Global AllocBPGLXTactical: ManagedGlobal Macro-0.2%5.1%25.9%******
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short-5.8%16.4%25.3%******
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro-4.0%20.4%56.6%******
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi1.9%4.1%35.2%******
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi2.0%3.2%36.0%******
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven0.6%6.1%19.4%******
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return0.1%0.4%1.9%******
ProShares Lg CapCSMTactical: ManagedHedged: 130-302.5%18.2%41.4%******
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global0.1%8.6%38.0%******
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral0.2%2.5%6.8%******
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi-0.3%23.4%53.8%******
Barclays Conv BondCWBTactical: ManagedIncome: Multi3.1%5.3%46.9%******
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity-0.7%13.0%33.1%******
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity2.3%16.0%45.6%******
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short-1.9%13.3%30.0%******
WisdomTree ex-USDLNTactical: ManagedIncome: Equity0.4%13.1%32.8%******
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity-1.1%11.6%38.3%******
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven-0.1%16.7%37.9%******
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro0.7%15.7%44.9%******
WisdmTr Top 100DTNTactical: ManagedIncome: Equity-1.4%17.4%36.2%******
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return0.5%2.1%7.9%******
iShares Select DividendDVYTactical: ManagedIncome: Equity-2.9%23.3%50.0%******
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity-1.3%9.6%23.4%******
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return0.5%1.7%5.7%******
Fidelity BalancedFBALXTactical: ManagedRisk-Driven1.9%11.1%33.4%******
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi2.0%8.1%45.2%******
Fidelity EquityFEQTXTactical: ManagedIncome: Equity-1.1%16.4%38.6%******
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt0.5%2.4%6.7%******
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt0.7%3.2%8.4%******
FPA CrescentFPACXTactical: ManagedRisk-Driven-1.4%13.3%39.0%******
Fidelity PuritanFPURXTactical: ManagedRisk-Driven1.8%11.8%29.8%******
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity0.9%11.4%31.8%******
FundX UpgraderFUNDXTactical: ManagedMomentum0.1%7.4%35.2%******
First Trust Focus 5FVTactical: ManagedSector Rotation1.9%17.1%47.3%******
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral0.2%3.5%8.6%******
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return-1.6%0.6%6.3%******
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return0.4%5.0%15.3%******
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro-2.1%5.6%13.7%******
Goldman DynamicGDIFXTactical: ManagedGlobal Macro1.3%1.9%-2.6%******
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro-0.6%10.7%24.4%******
GMO Global AllocGMWAXTactical: ManagedGlobal Macro-1.2%7.9%23.4%******
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi0.0%-1.4%6.6%******
Hedge ReplicationHDGTactical: ManagedBlended0.1%4.5%14.3%******
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity-0.8%12.1%23.6%******
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short0.7%6.6%15.6%******
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi0.5%7.1%22.0%******
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro0.0%9.0%30.8%******
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi1.0%1.7%13.2%******
Janus BalancedJANBXTactical: ManagedRisk-Driven2.4%8.6%24.3%******
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return1.6%6.4%10.0%******
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral-1.5%-1.5%1.7%******
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short2.8%20.2%38.2%******
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi1.9%10.4%30.6%******
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity0.3%15.1%35.6%******
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity-2.0%13.0%33.2%******
Leuthold CoreLCORXTactical: ManagedGlobal Macro-1.4%9.9%23.0%******
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate0.7%3.6%12.4%******
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global2.1%8.5%25.6%******
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro2.1%8.7%26.0%******
BlackRock Global IMALOXTactical: ManagedGlobal Macro-0.1%6.6%28.5%******
IQ Hedge Macro ETFMCROTactical: ManagedBlended0.3%1.9%11.2%******
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity-2.3%16.3%39.8%******
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi1.2%15.7%30.7%******
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt0.3%1.6%5.2%******
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short-3.3%5.6%26.7%******
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro-1.1%5.9%21.7%******
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short2.1%12.1%42.1%******
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage0.1%0.6%8.8%******
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-30-0.7%10.4%30.5%******
Grimaldi SectorNAVFXTactical: ManagedSector Rotation1.0%11.0%30.9%******
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global-0.7%12.3%32.3%******
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi1.1%4.6%17.2%******
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return0.0%0.9%2.7%******
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro0.9%12.9%29.5%******
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return0.1%0.7%-0.5%******
DWA Tech LeadersPDPTactical: ManagedBlended3.6%2.1%33.1%******
iShr Preferred ETFPFFTactical: ManagedIncome: Multi1.7%4.2%19.1%******
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro   ******
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi1.9%2.9%14.0%******
PowerShares Intl DivPIDTactical: ManagedIncome: Equity-1.8%17.1%49.7%******
Principal GlobMultiStratPMSAXTactical: ManagedBlended0.0%4.2%12.4%******
Pimco Income PPONPXTactical: ManagedIncome: Multi0.3%1.8%9.5%******
Principal PreferredPPSIXTactical: ManagedIncome: Multi0.9%2.7%12.1%******
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity-2.4%18.5%47.8%******
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt0.6%2.6%7.1%******
Permanent PortfolioPRPFXStrategic: ManagedLow Equity-1.3%9.6%26.8%******
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi0.1%0.5%8.3%******
iSh Global EnergyPWCTactical: ManagedBlended-1.0%15.7%39.2%******
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return-0.5%0.1%4.3%******
IQ Hedge Multi-StratQAITactical: ManagedBlended0.2%1.0%8.5%******
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral0.0%0.6%6.2%******
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short-3.0%5.0%4.0%******
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro1.5%12.2%35.1%******
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return-0.2%16.9%37.2%******
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight0.0%19.1%50.4%******
Hundredfold SelectSFHYXTactical: ManagedBlended0.6%9.9%33.4%******
Sound Mind InvestingSMIFXTactical: ManagedMomentum-0.7%10.0%45.9%******
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity-0.9%17.2%38.4%******
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short1.1%14.8%19.8%******
Schwab BalancedSWOBXTactical: ManagedRisk-Driven2.1%8.8%23.1%******
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global-1.1%11.8%32.4%******
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro-1.1%11.9%32.8%******
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi0.6%6.1%18.9%******
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven1.2%9.9%31.9%******
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi0.8%1.0%7.0%******
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven1.9%8.3%24.8%******
Vanguard EquityVEIPXTactical: ManagedIncome: Equity-1.0%15.8%37.7%******
VALIC Global StratVGLSXTactical: ManagedGlobal Macro0.5%6.6%18.9%******
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven1.7%8.1%29.4%******
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven2.4%3.7%16.1%******
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral-0.9%9.4%1.8%******
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi0.4%9.8%26.5%******
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi0.8%3.3%12.0%******
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven1.2%10.0%26.0%******
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi0.5%5.1%13.6%******
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven0.5%5.1%13.5%******
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt0.4%1.6%5.6%******
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity-1.2%16.1%37.2%******
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven1.8%8.3%22.3%******
Strategic 50-50s.5050Strategic: DIYBalanced1.7%6.5%20.2%******
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced1.8%8.2%24.8%******
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity2.0%9.9%29.5%******
7Twelve Israelsons.712Strategic: DIYBalanced1.0%11.6%29.9%******
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity2.2%11.6%34.3%******
ETF Aggressives.aggrStrategic: DIYHigh Equity0.8%10.2%35.7%******
Lazy: Aronsons.aronStrategic: DIYHigh Equity1.5%7.7%29.6%******
Ben Stein inspireds.bensStrategic: DIYHigh Equity1.1%11.3%31.2%******
Harry Browne inspireds.browStrategic: DIYLow Equity-0.1%-0.1%7.1%******
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced-0.1%8.1%24.7%******
Lazy: Coffeehouses.coffStrategic: DIYBalanced0.7%9.2%25.4%******
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced1.6%8.2%24.1%******
Ray Dalio inspireds.daliStrategic: DIYLow Equity1.1%3.6%13.4%******
Ben Graham 50-50s.grahStrategic: DIYBalanced-0.0%7.1%21.3%******
Safe Haven Portfolios.haveStrategic: DIYBalanced-2.2%2.7%15.1%******
Ivy Portfolios.ivypStrategic: DIYLow Equity1.8%14.4%32.2%******
Six Ways from Sundays.lazyStrategic: DIYBalanced1.4%14.4%30.0%******
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity0.7%3.1%10.8%******
Lazy: Margaritavilles.margStrategic: DIYBalanced0.9%8.8%28.3%******
ETF Moderates.modeStrategic: DIYBalanced1.5%7.9%25.6%******
Lazy: No Brainers.nobrStrategic: DIYHigh Equity0.7%10.4%32.0%******
No Equity Portfolios.noeqStrategic: DIYLow Equity-0.0%1.7%6.7%******
Permanent Pluss.plusStrategic: DIYLow Equity1.1%-0.8%8.9%******
Lazy: Second Graders.secoStrategic: DIYHigh Equity1.5%11.8%36.9%******
Lazy: Smart Moneys.smarStrategic: DIYBalanced0.3%9.3%26.5%******
Black Swan Hyperinflations.swanStrategic: DIYLow Equity-2.7%12.2%29.9%******
David Swensen inspireds.swenStrategic: DIYBalanced1.9%9.6%25.5%******
Talmud Broad Markets.talbStrategic: DIYLow Equity2.0%11.3%24.9%******
Talmud with Blue Chips.talcStrategic: DIYLow Equity0.8%10.9%22.1%******
Talmud Equities and Golds.talgStrategic: DIYLow Equity-0.7%9.5%25.2%******
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity-2.1%10.0%23.4%******
Talmud with Small Caps.talsStrategic: DIYLow Equity1.4%12.6%30.2%******
Worst Case Scenarios.worsStrategic: DIYLow Equity-1.7%-1.0%1.8%******
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity1.8%9.6%25.6%******
Adaptive Allocation At.aaaaTactical: DIYAdaptive-1.0%18.5%29.1%******
Adaptive Allocation Bt.aaabTactical: DIYAdaptive-1.9%15.0%24.6%******
Adaptive Allocation Ct.aaacTactical: DIYAdaptive-2.2%14.6%24.2%******
Adaptive Allocation Dt.aaadTactical: DIYAdaptive2.6%21.8%52.4%******
Adaptive Allocation Et.aaaeTactical: DIYAdaptive-1.5%15.4%38.8%******
Adaptive Allocation Ft.aaafTactical: DIYAdaptive2.3%17.5%25.7%******
Active Combined Assett.acapTactical: DIYMomentum3.1%9.1%17.0%******
Minimum CdaRt.cdarTactical: DIYRisk-Driven0.3%6.8%20.8%******
Minimum Correlationt.cocoTactical: DIYCorrelation0.7%3.1%19.0%******
Minimum CvaRt.cvarTactical: DIYRisk-Driven-4.4%-5.4%-2.5%******
Defensive Bondt.dbndTactical: DIYMomentum1.0%2.6%7.7%******
Equal Weight With Clustert.distTactical: DIYCorrelation0.4%2.2%11.7%******
Dynamic Harry Brownet.dyhbTactical: DIYMomentum-2.3%0.1%8.7%******
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven0.9%3.9%16.1%******
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight1.2%8.3%28.8%******
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum3.5%25.4%46.1%******
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum3.1%20.4%34.6%******
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum1.7%17.6%35.5%******
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum1.8%19.2%31.4%******
Minimum Drawdownt.lossTactical: DIYRisk-Driven4.1%-3.0%6.8%******
Minimum Downside MADt.maddTactical: DIYRisk-Driven0.9%1.4%11.3%******
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven0.9%1.4%11.3%******
Minimum Correlation At.mca1Tactical: DIYRisk-Driven0.6%1.2%11.3%******
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven0.8%3.7%15.7%******
Maximum Diversificationt.mdivTactical: DIYDiversification0.6%0.6%9.7%******
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven0.4%0.2%7.8%******
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven0.2%2.3%13.3%******
Minimum Variance At.mvarTactical: DIYRisk-Driven0.8%-0.1%9.9%******
Pure Momentumt.pureTactical: DIYMomentum2.2%20.7%68.9%******
Quarterly Asset Rotationt.qaroTactical: DIYMomentum3.4%0.8%6.1%******
Min Downside Deviationt.risdTactical: DIYRisk-Driven0.8%0.0%10.8%******
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven0.9%7.7%26.3%******
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven0.2%1.5%9.6%******
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven0.9%7.4%26.2%******
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward1.7%15.8%44.5%******
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward1.9%15.6%47.8%******
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation-8.3%3.4%44.0%******
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation0.4%15.6%39.5%******
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation-1.5%12.5%50.6%******
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation-0.6%9.1%44.7%******
Target Return Post-Modernt.trddTactical: DIYTarget Return1.0%2.5%17.8%******
Target Return 12%t.tretTactical: DIYRisk-Driven0.8%1.0%14.7%******
Target Risk 10%t.trisTactical: DIYRisk-Driven0.5%6.2%19.8%******