VizMetrics Inc. - Better visibility. Better results.

Recipe Summary Page

for period ending August 31, 2023
 
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: Arbitrage0.5%2.5%0.9%******
S&P AggressiveAOATactical: ManagedRisk-Driven-2.3%11.8%11.5%******
S&P ConservativeAOKTactical: ManagedRisk-Driven-1.3%5.6%4.0%******
S&P ModerateAOMTactical: ManagedRisk-Driven-1.4%7.1%5.7%******
S&P GrowthAORTactical: ManagedRisk-Driven-1.9%9.8%8.6%******
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage1.1%2.3%2.8%******
Am Century Target DateARTOXTactical: ManagedIncome: Multi-1.4%6.0%5.1%******
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return0.2%-13.2%-11.7%******
Dreyfus Alpha IAVGRXTactical: ManagedBlended0.2%2.7%3.2%******
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi-0.7%-0.1%-2.1%******
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven-1.9%6.5%6.4%******
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate1.3%8.8%9.1%******
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short-5.8%5.2%3.1%******
UBS Dyn Alpha ABNAAXTactical: ManagedBlended0.4%5.0%5.1%******
UBS Global AllocBPGLXTactical: ManagedGlobal Macro-2.2%5.1%4.0%******
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short0.2%6.8%14.6%******
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro2.1%16.6%29.8%******
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi-3.2%6.6%2.4%******
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi-2.3%3.1%0.6%******
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven-1.1%6.1%3.9%******
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return-0.5%5.4%2.6%******
ProShares Lg CapCSMTactical: ManagedHedged: 130-30-2.5%15.5%11.4%******
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global-1.5%10.3%9.3%******
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral0.3%6.6%7.3%******
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi-1.8%9.3%8.4%******
Barclays Conv BondCWBTactical: ManagedIncome: Multi-2.8%9.3%4.7%******
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity-5.2%10.9%14.1%******
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity-3.9%11.5%12.5%******
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short-0.7%5.5%4.2%******
WisdomTree ex-USDLNTactical: ManagedIncome: Equity-2.0%5.1%8.9%******
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity-3.0%6.7%8.2%******
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven-1.5%7.8%9.4%******
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro-2.4%13.2%13.7%******
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return0.2%5.5%6.5%******
iShares Select DividendDVYTactical: ManagedIncome: Equity-3.8%-4.3%-2.0%******
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity-3.2%8.7%9.8%******
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return-0.4%2.5%5.9%******
Fidelity BalancedFBALXTactical: ManagedRisk-Driven-1.0%15.1%11.5%******
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi-2.2%7.7%4.7%******
Fidelity EquityFEQTXTactical: ManagedIncome: Equity-1.8%6.0%10.1%******
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt-1.4%0.3%-0.8%******
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt-1.4%0.2%-1.9%******
FPA CrescentFPACXTactical: ManagedRisk-Driven-1.9%12.7%14.2%******
Fidelity PuritanFPURXTactical: ManagedRisk-Driven-0.9%14.0%11.8%******
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity-1.7%4.8%5.3%******
First Trust Focus 5FVTactical: ManagedSector Rotation-3.7%1.4%3.6%******
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral-0.6%4.7%5.7%******
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return-1.2%3.9%5.8%******
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return-1.0%7.2%7.5%******
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro-1.5%6.7%10.5%******
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro-1.7%3.6%6.5%******
GMO Global AllocGMWAXTactical: ManagedGlobal Macro-2.1%8.5%10.4%******
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi0.7%3.5%4.4%******
Hedge ReplicationHDGTactical: ManagedBlended-1.3%4.2%4.7%******
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity-1.2%0.8%6.6%******
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi-2.0%4.9%2.9%******
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro-1.4%9.1%11.5%******
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi-1.1%5.2%4.6%******
Janus BalancedJANBXTactical: ManagedRisk-Driven-1.3%8.3%5.9%******
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return0.6%3.7%5.5%******
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral1.2%7.0%8.4%******
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short-2.3%6.5%3.9%******
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi0.2%3.7%-5.7%******
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity-2.2%5.2%9.8%******
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity-2.8%3.1%7.0%******
Leuthold CoreLCORXTactical: ManagedGlobal Macro-0.9%6.3%9.2%******
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate0.4%3.1%1.0%******
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global-2.2%13.7%12.8%******
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro-2.1%13.8%13.1%******
BlackRock Global IMALOXTactical: ManagedGlobal Macro-2.4%6.4%7.2%******
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity-3.5%5.3%3.8%******
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi-2.0%3.5%0.2%******
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt-1.5%0.1%-1.4%******
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short-2.0%-0.1%8.0%******
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro-1.9%4.5%8.0%******
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short-3.1%6.4%2.0%******
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage0.8%-1.0%-1.1%******
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-30-5.0%8.5%16.0%******
Grimaldi SectorNAVFXTactical: ManagedSector Rotation-2.0%15.7%13.1%******
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global-3.0%0.0%2.4%******
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi-0.5%-3.3%-5.8%******
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return0.1%0.9%-0.1%******
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro-2.6%1.8%-0.8%******
DWA Tech LeadersPDPTactical: ManagedBlended-0.2%14.7%10.6%******
iShr Preferred ETFPFFTactical: ManagedIncome: Multi-1.0%4.7%-1.2%******
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro   ******
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi-1.5%4.4%-3.7%******
PowerShares Intl DivPIDTactical: ManagedIncome: Equity-4.0%7.8%6.9%******
Principal GlobMultiStratPMSAXTactical: ManagedBlended-0.1%4.3%4.8%******
Pimco Income PPONPXTactical: ManagedIncome: Multi-0.9%1.0%-1.6%******
Principal PreferredPPSIXTactical: ManagedIncome: Multi-0.4%1.6%0.5%******
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity-3.9%2.6%5.1%******
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt-1.4%0.8%-1.4%******
Permanent PortfolioPRPFXStrategic: ManagedLow Equity-0.7%7.3%11.7%******
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi-0.7%2.2%-3.8%******
iSh Global EnergyPWCTactical: ManagedBlended-2.7%11.5%13.3%******
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return-0.6%1.2%0.2%******
IQ Hedge Multi-StratQAITactical: ManagedBlended-0.6%6.2%6.7%******
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return-2.5%0.7%1.5%******
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight-3.2%7.1%8.4%******
Hundredfold SelectSFHYXTactical: ManagedBlended-1.2%1.2%-1.6%******
Sound Mind InvestingSMIFXTactical: ManagedMomentum-2.6%3.3%3.1%******
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity-2.0%1.0%5.1%******
Schwab BalancedSWOBXTactical: ManagedRisk-Driven-1.6%10.6%7.2%******
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global-1.9%9.5%14.4%******
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro-1.9%9.6%14.7%******
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi-1.4%5.3%1.2%******
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven-2.5%11.7%10.6%******
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi-0.9%3.9%1.5%******
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven-1.4%11.2%8.2%******
Vanguard EquityVEIPXTactical: ManagedIncome: Equity-2.7%2.3%7.7%******
VALIC Global StratVGLSXTactical: ManagedGlobal Macro-1.5%8.2%7.0%******
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven-2.6%9.7%8.1%******
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven0.2%12.4%5.8%******
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral3.1%4.3%10.8%******
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi-1.2%5.1%3.3%******
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven-1.6%8.0%7.7%******
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi-1.5%2.3%2.7%******
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven-1.5%2.2%2.6%******
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt-1.7%-0.1%-0.9%******
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity-2.4%1.1%7.2%******
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven-1.3%10.6%7.6%******
FundX UpgraderXCORTactical: ManagedMomentum-1.0%6.9%-0.8%******
Strategic 50-50s.5050Strategic: DIYBalanced-1.3%9.5%6.7%******
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced-1.4%11.2%8.3%******
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity-1.6%12.9%9.9%******
7Twelve Israelsons.712Strategic: DIYBalanced-2.3%5.2%3.8%******
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity-1.7%14.6%11.5%******
ETF Aggressives.aggrStrategic: DIYHigh Equity-3.6%9.7%9.8%******
Lazy: Aronsons.aronStrategic: DIYHigh Equity-2.9%8.2%5.3%******
Ben Stein inspireds.bensStrategic: DIYHigh Equity-2.3%10.6%10.9%******
Harry Browne inspireds.browStrategic: DIYLow Equity-1.5%6.1%4.4%******
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced-2.4%4.9%4.3%******
Lazy: Coffeehouses.coffStrategic: DIYBalanced-2.2%4.9%3.1%******
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced-1.4%9.5%5.3%******
Ray Dalio inspireds.daliStrategic: DIYLow Equity-1.3%4.6%1.8%******
Ben Graham 50-50s.grahStrategic: DIYBalanced-2.0%4.9%6.0%******
Safe Haven Portfolios.haveStrategic: DIYBalanced-3.1%-0.1%3.1%******
Ivy Portfolios.ivypStrategic: DIYLow Equity-2.2%5.9%2.5%******
Six Ways from Sundays.lazyStrategic: DIYBalanced-1.8%5.8%5.3%******
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity-0.9%2.9%4.8%******
Lazy: Margaritavilles.margStrategic: DIYBalanced-2.4%8.8%6.6%******
ETF Moderates.modeStrategic: DIYBalanced-2.5%7.7%5.0%******
Lazy: No Brainers.nobrStrategic: DIYHigh Equity-2.6%10.1%10.4%******
No Equity Portfolios.noeqStrategic: DIYLow Equity-2.6%2.5%-1.9%******
Permanent Pluss.plusStrategic: DIYLow Equity-1.8%11.7%7.5%******
Lazy: Second Graders.secoStrategic: DIYHigh Equity-2.6%13.2%12.1%******
Lazy: Smart Moneys.smarStrategic: DIYBalanced-1.9%5.9%5.7%******
Black Swan Hyperinflations.swanStrategic: DIYLow Equity-1.4%4.0%11.6%******
David Swensen inspireds.swenStrategic: DIYBalanced-2.7%7.6%3.1%******
Talmud Broad Markets.talbStrategic: DIYLow Equity-2.0%7.0%2.0%******
Talmud with Blue Chips.talcStrategic: DIYLow Equity-1.8%3.3%1.7%******
Talmud Equities and Golds.talgStrategic: DIYLow Equity-2.2%8.7%6.8%******
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity-2.8%3.0%3.5%******
Talmud with Small Caps.talsStrategic: DIYLow Equity-2.7%4.4%-0.1%******
Worst Case Scenarios.worsStrategic: DIYLow Equity-1.4%-5.8%-8.1%******
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity-2.7%6.9%2.1%******
Adaptive Allocation At.aaaaTactical: DIYAdaptive-1.9%5.7%7.9%******
Adaptive Allocation Bt.aaabTactical: DIYAdaptive-2.7%5.4%9.1%******
Adaptive Allocation Ct.aaacTactical: DIYAdaptive-2.9%4.9%8.8%******
Adaptive Allocation Dt.aaadTactical: DIYAdaptive-2.5%14.2%14.5%******
Adaptive Allocation Et.aaaeTactical: DIYAdaptive-3.4%11.7%8.4%******
Adaptive Allocation Ft.aaafTactical: DIYAdaptive-1.6%8.7%3.6%******
Active Combined Assett.acapTactical: DIYMomentum-2.1%5.5%-1.1%******
Minimum CdaRt.cdarTactical: DIYRisk-Driven-1.8%7.8%8.2%******
Minimum Correlationt.cocoTactical: DIYCorrelation-3.0%10.8%3.4%******
Minimum CvaRt.cvarTactical: DIYRisk-Driven-1.6%8.5%10.3%******
Defensive Bondt.dbndTactical: DIYMomentum-0.8%4.5%9.2%******
Equal Weight With Clustert.distTactical: DIYCorrelation-3.1%7.6%5.6%******
Dynamic Harry Brownet.dyhbTactical: DIYMomentum-0.8%5.0%2.8%******
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven-3.0%8.9%6.2%******
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight-3.3%11.2%7.8%******
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum-1.6%5.6%-1.1%******
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum-2.8%11.9%7.0%******
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum-2.0%8.3%2.9%******
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum-2.3%4.0%-0.0%******
Minimum Drawdownt.lossTactical: DIYRisk-Driven-2.0%6.5%9.0%******
Minimum Downside MADt.maddTactical: DIYRisk-Driven-1.7%10.0%9.7%******
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven-1.7%10.0%9.7%******
Minimum Correlation At.mca1Tactical: DIYRisk-Driven-2.7%7.0%4.5%******
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven-3.0%8.6%6.2%******
Maximum Diversificationt.mdivTactical: DIYDiversification-2.6%10.0%3.1%******
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven-2.5%7.1%6.1%******
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven-2.3%7.5%7.6%******
Minimum Variance At.mvarTactical: DIYRisk-Driven-1.8%9.8%9.7%******
Pure Momentumt.pureTactical: DIYMomentum-1.5%30.3%26.3%******
Quarterly Asset Rotationt.qaroTactical: DIYMomentum-2.5%8.0%10.2%******
Min Downside Deviationt.risdTactical: DIYRisk-Driven-1.7%9.2%8.4%******
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven-3.1%10.9%8.5%******
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven-3.0%7.8%7.0%******
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven-3.1%10.9%8.4%******
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward-2.1%15.0%1.3%******
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward-1.9%16.6%3.0%******
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation-1.8%19.1%30.5%******
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation-2.3%3.8%4.2%******
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation-2.7%11.9%7.3%******
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation-2.9%3.7%5.5%******
Target Return Post-Modernt.trddTactical: DIYTarget Return-1.7%8.7%-6.2%******
Target Return 12%t.tretTactical: DIYRisk-Driven-1.8%9.2%-5.8%******
Target Risk 10%t.trisTactical: DIYRisk-Driven-1.5%10.6%11.2%******