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Recipe Summary Page

for period ending September 30, 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: Arbitrage3.0%10.3%12.7%******
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short-2.3%10.0%19.2%******
S&P AggressiveAOATactical: ManagedRisk-Driven-2.5%1.0%8.0%******
S&P ConservativeAOKTactical: ManagedRisk-Driven-1.2%4.0%6.7%******
S&P ModerateAOMTactical: ManagedRisk-Driven-1.4%3.5%7.1%******
S&P GrowthAORTactical: ManagedRisk-Driven-1.9%2.4%7.7%******
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage0.3%2.5%3.9%******
Am Century Target DateARTOXTactical: ManagedIncome: Multi-1.3%3.5%7.2%******
AQR Multi-Strat AltASAIXTactical: ManagedBlended0.0%-27.9%-29.9%******
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return1.4%1.1%-1.0%******
Dreyfus Alpha IAVGRXTactical: ManagedBlended-1.0%0.4%3.8%******
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi-0.1%2.8%4.3%******
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven-2.1%-1.4%3.4%******
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate-0.3%-2.3%-0.2%******
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short-1.5%-1.6%9.8%******
UBS Dyn Alpha ABNAAXTactical: ManagedBlended-1.3%-2.2%0.8%******
UBS Global AllocBPGLXTactical: ManagedGlobal Macro-2.0%0.2%6.5%******
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short-3.7%-14.9%-11.6%******
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro-2.3%-5.8%2.6%******
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi-2.1%26.3%34.4%******
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi-1.5%21.9%28.3%******
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven-1.3%20.8%24.5%******
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return-0.2%-2.3%-0.4%******
ProShares Lg CapCSMTactical: ManagedHedged: 130-30-3.7%-0.0%9.2%******
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global-2.0%16.1%23.7%******
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral0.1%3.2%4.3%******
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi-4.9%-27.7%-23.5%******
Barclays Conv BondCWBTactical: ManagedIncome: Multi-2.6%25.7%35.4%******
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity-3.2%-19.9%-10.5%******
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity-0.9%-10.8%-2.9%******
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short-2.8%-12.3%-8.5%******
WisdomTree ex-USDLNTactical: ManagedIncome: Equity-3.1%-6.4%0.8%******
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity-0.4%-13.8%-2.6%******
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven-2.0%-5.7%0.9%******
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro-2.1%-4.4%4.0%******
WisdmTr Top 100DTNTactical: ManagedIncome: Equity-2.3%-16.2%-10.4%******
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return-0.4%1.8%5.1%******
iShares Select DividendDVYTactical: ManagedIncome: Equity-2.6%-20.1%-16.5%******
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity-2.2%-13.3%-9.1%******
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return-0.2%0.9%4.0%******
Fidelity BalancedFBALXTactical: ManagedRisk-Driven-2.1%9.8%17.8%******
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi-2.4%19.4%29.9%******
Fidelity EquityFEQTXTactical: ManagedIncome: Equity-3.1%-13.1%-5.6%******
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt-0.1%2.1%2.7%******
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt-0.2%1.9%2.2%******
FPA CrescentFPACXTactical: ManagedRisk-Driven-2.8%-5.1%0.3%******
Fidelity PuritanFPURXTactical: ManagedRisk-Driven-2.4%11.8%19.2%******
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity-2.8%-0.8%4.2%******
FundX UpgraderFUNDXTactical: ManagedMomentum-3.1%10.5%17.6%******
First Trust Focus 5FVTactical: ManagedSector Rotation-5.5%8.2%15.7%******
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral0.0%0.3%2.0%******
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return0.1%-6.3%-4.0%******
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return-1.0%-3.0%-0.4%******
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro-0.8%-7.4%-2.4%******
Goldman DynamicGDIFXTactical: ManagedGlobal Macro1.6%-4.5%-4.3%******
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro-0.8%-0.5%2.8%******
GMO Global AllocGMWAXTactical: ManagedGlobal Macro-1.4%-3.6%-0.9%******
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi-0.2%5.2%7.1%******
Hedge ReplicationHDGTactical: ManagedBlended-1.4%-1.8%1.4%******
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity-4.0%-15.0%-10.8%******
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short-1.6%-7.6%-3.9%******
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi-1.4%-6.9%-4.0%******
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro-2.4%1.7%8.2%******
IVA WorldwideIVWIXTactical: ManagedGlobal Macro-2.5%-10.1%-4.6%******
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi-1.2%-8.8%-4.7%******
Janus BalancedJANBXTactical: ManagedRisk-Driven-2.0%6.7%12.5%******
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return0.3%-0.8%0.9%******
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral0.5%11.7%13.0%******
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short-3.3%-0.9%2.0%******
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi-0.2%-11.0%-10.2%******
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity-2.3%-3.1%3.3%******
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity-2.5%-11.8%-7.3%******
Leuthold CoreLCORXTactical: ManagedGlobal Macro-1.2%3.3%6.7%******
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate0.3%-6.1%-4.6%******
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global-2.2%6.5%13.4%******
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro-2.1%6.7%13.7%******
BlackRock Global IMALOXTactical: ManagedGlobal Macro-1.5%8.2%14.6%******
IQ Hedge Macro ETFMCROTactical: ManagedBlended-1.3%2.8%6.2%******
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity-2.7%-11.6%-4.3%******
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi-4.6%-25.0%-22.3%******
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt-0.2%1.5%2.2%******
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short-0.5%9.9%16.4%******
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro-1.3%-0.5%4.2%******
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short-3.9%9.0%19.7%******
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage4.1%1.3%5.0%******
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-30-2.4%-9.9%-3.2%******
Grimaldi SectorNAVFXTactical: ManagedSector Rotation-3.5%2.2%8.0%******
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global-2.2%-7.3%-3.4%******
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi-0.8%-0.8%2.5%******
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return0.1%2.3%3.0%******
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro-1.4%-7.5%-4.2%******
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return-0.1%-6.9%-10.3%******
DWA Tech LeadersPDPTactical: ManagedBlended-1.6%19.0%25.9%******
iShr Preferred ETFPFFTactical: ManagedIncome: Multi-0.2%0.7%2.6%******
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro   ******
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi-0.9%1.7%2.9%******
PowerShares Intl DivPIDTactical: ManagedIncome: Equity-3.8%-23.2%-17.3%******
Principal GlobMultiStratPMSAXTactical: ManagedBlended-0.9%0.2%2.0%******
Pimco Income PPONPXTactical: ManagedIncome: Multi0.1%1.2%3.7%******
Principal PreferredPPSIXTactical: ManagedIncome: Multi-0.5%1.0%3.6%******
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity-3.8%-16.2%-10.4%******
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt0.1%1.8%2.2%******
Permanent PortfolioPRPFXStrategic: ManagedLow Equity-4.2%7.7%13.0%******
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi-0.3%3.8%5.1%******
iSh Global EnergyPWCTactical: ManagedBlended-3.7%-4.2%0.2%******
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return0.4%-2.4%-0.8%******
IQ Hedge Multi-StratQAITactical: ManagedBlended-0.8%0.6%3.8%******
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral-0.5%0.2%2.5%******
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short0.2%-12.9%-13.3%******
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro-2.0%-3.1%5.3%******
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return-3.3%-12.9%-9.0%******
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight-2.5%-4.8%2.4%******
Hundredfold SelectSFHYXTactical: ManagedBlended-2.3%21.4%25.2%******
Sound Mind InvestingSMIFXTactical: ManagedMomentum-2.2%1.5%7.6%******
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity-3.3%-15.8%-10.5%******
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short-4.2%-10.1%-5.3%******
Schwab BalancedSWOBXTactical: ManagedRisk-Driven-2.7%6.5%12.1%******
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global-3.4%-14.4%-9.9%******
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro-3.4%-14.2%-9.6%******
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi-1.4%3.6%7.9%******
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven-2.3%2.6%9.9%******
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi-0.4%5.3%6.8%******
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven-2.1%6.8%12.6%******
Vanguard EquityVEIPXTactical: ManagedIncome: Equity-1.9%-8.9%-2.9%******
VALIC Global StratVGLSXTactical: ManagedGlobal Macro-1.3%-3.2%1.6%******
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven-1.9%7.8%15.0%******
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven-1.0%8.4%12.3%******
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral-0.9%-7.2%-8.8%******
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi-1.8%-2.8%1.8%******
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi-0.7%4.6%7.4%******
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven-2.0%2.2%7.5%******
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi-0.7%2.8%5.2%******
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven-0.7%2.7%5.2%******
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt-0.0%3.7%4.2%******
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity-2.6%-11.3%-5.6%******
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven-2.6%8.5%13.3%******
Strategic 50-50s.5050Strategic: DIYBalanced-1.8%6.8%11.6%******
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced-2.2%6.7%12.4%******
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity-2.5%6.4%13.1%******
7Twelve Israelsons.712Strategic: DIYBalanced-2.4%-4.0%1.0%******
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity-2.9%6.2%13.8%******
ETF Aggressives.aggrStrategic: DIYHigh Equity-2.2%1.6%9.7%******
Lazy: Aronsons.aronStrategic: DIYHigh Equity-1.6%4.3%10.4%******
Ben Stein inspireds.bensStrategic: DIYHigh Equity-2.7%-1.1%5.6%******
Harry Browne inspireds.browStrategic: DIYLow Equity-1.7%14.1%16.2%******
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced-1.6%-1.3%3.2%******
Lazy: Coffeehouses.coffStrategic: DIYBalanced-1.7%-1.5%2.6%******
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced-2.0%7.8%12.9%******
Ray Dalio inspireds.daliStrategic: DIYLow Equity-1.7%6.6%9.3%******
Ben Graham 50-50s.grahStrategic: DIYBalanced-1.7%-2.3%1.4%******
Safe Haven Portfolios.haveStrategic: DIYBalanced-2.5%0.6%3.8%******
Ivy Portfolios.ivypStrategic: DIYLow Equity-2.2%-3.5%1.2%******
Six Ways from Sundays.lazyStrategic: DIYBalanced-4.0%-8.6%-4.9%******
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity-0.8%-1.2%0.8%******
Lazy: Margaritavilles.margStrategic: DIYBalanced-2.0%3.6%10.0%******
ETF Moderates.modeStrategic: DIYBalanced-1.8%2.9%8.6%******
Lazy: No Brainers.nobrStrategic: DIYHigh Equity-2.4%-0.2%6.5%******
No Equity Portfolios.noeqStrategic: DIYLow Equity-2.0%10.8%10.3%******
Permanent Pluss.plusStrategic: DIYLow Equity-2.7%24.4%27.9%******
Lazy: Second Graders.secoStrategic: DIYHigh Equity-2.7%2.7%10.9%******
Lazy: Smart Moneys.smarStrategic: DIYBalanced-1.6%-1.6%3.2%******
Black Swan Hyperinflations.swanStrategic: DIYLow Equity-4.9%-6.0%0.4%******
David Swensen inspireds.swenStrategic: DIYBalanced-1.9%3.1%7.1%******
Talmud Broad Markets.talbStrategic: DIYLow Equity-2.1%0.1%3.3%******
Talmud with Blue Chips.talcStrategic: DIYLow Equity-1.6%-1.7%0.5%******
Talmud Equities and Golds.talgStrategic: DIYLow Equity-3.5%5.1%9.5%******
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity-3.4%-1.0%2.0%******
Talmud with Small Caps.talsStrategic: DIYLow Equity-2.0%-5.4%-2.0%******
Worst Case Scenarios.worsStrategic: DIYLow Equity-2.2%11.8%10.4%******
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity-1.9%3.1%7.1%******
Adaptive Allocation At.aaaaTactical: DIYAdaptive-3.5%8.8%15.9%******
Adaptive Allocation Bt.aaabTactical: DIYAdaptive-3.6%9.9%17.1%******
Adaptive Allocation Ct.aaacTactical: DIYAdaptive-3.6%9.4%16.5%******
Adaptive Allocation Dt.aaadTactical: DIYAdaptive-4.3%13.8%16.4%******
Adaptive Allocation Et.aaaeTactical: DIYAdaptive-4.1%13.9%23.7%******
Adaptive Allocation Ft.aaafTactical: DIYAdaptive-2.4%14.6%18.9%******
Active Combined Assett.acapTactical: DIYMomentum-3.5%-7.5%-3.7%******
Minimum CdaRt.cdarTactical: DIYRisk-Driven-1.1%11.4%15.1%******
Minimum Correlationt.cocoTactical: DIYCorrelation-1.3%12.1%15.6%******
Minimum CvaRt.cvarTactical: DIYRisk-Driven-2.2%9.5%14.7%******
Defensive Bondt.dbndTactical: DIYMomentum-0.8%10.3%12.5%******
Equal Weight With Clustert.distTactical: DIYCorrelation-2.1%1.6%4.9%******
Dynamic Harry Brownet.dyhbTactical: DIYMomentum-1.8%16.1%17.7%******
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven-1.4%6.2%10.9%******
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight-2.7%6.5%13.1%******
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum-3.7%-0.2%2.5%******
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum-2.9%-2.1%2.5%******
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum-1.8%2.3%6.4%******
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum-2.3%-2.9%0.9%******
Minimum Drawdownt.lossTactical: DIYRisk-Driven-0.9%11.2%16.4%******
Minimum Downside MADt.maddTactical: DIYRisk-Driven-0.5%5.7%8.9%******
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven-0.5%5.7%8.9%******
Minimum Correlation At.mca1Tactical: DIYRisk-Driven-1.7%10.3%13.5%******
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven-1.8%6.9%10.6%******
Maximum Diversificationt.mdivTactical: DIYDiversification-0.8%7.0%10.2%******
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven-1.1%10.0%13.3%******
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven-1.3%10.6%14.2%******
Minimum Variance At.mvarTactical: DIYRisk-Driven-0.6%9.0%13.0%******
Pure Momentumt.pureTactical: DIYMomentum-5.6%11.4%19.1%******
Quarterly Asset Rotationt.qaroTactical: DIYMomentum-3.9%15.6%18.8%******
Min Downside Deviationt.risdTactical: DIYRisk-Driven-0.6%11.9%16.0%******
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven-2.4%5.6%11.8%******
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven-2.1%2.4%5.4%******
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven-2.5%5.5%11.7%******
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward-3.6%10.1%12.5%******
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward-3.1%10.1%12.5%******
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation-9.6%0.6%5.0%******
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation-1.7%4.3%11.8%******
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation-3.7%8.0%18.3%******
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation-2.4%17.0%27.4%******
Target Return Post-Modernt.trddTactical: DIYTarget Return-0.6%9.1%12.6%******
Target Return 12%t.tretTactical: DIYRisk-Driven-0.6%10.3%14.3%******
Target Risk 10%t.trisTactical: DIYRisk-Driven-2.6%10.2%12.7%******