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Recipe Summary Page

for period ending August 31, 2022
 
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: Arbitrage1.2%-2.0%-1.9%******
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short4.8%-20.4%-28.8%******
S&P AggressiveAOATactical: ManagedRisk-Driven-3.9%-16.0%-14.5%******
S&P ConservativeAOKTactical: ManagedRisk-Driven-3.4%-12.9%-12.8%******
S&P ModerateAOMTactical: ManagedRisk-Driven-3.4%-13.4%-13.2%******
S&P GrowthAORTactical: ManagedRisk-Driven-3.8%-14.7%-13.9%******
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage0.5%-1.1%-0.7%******
Am Century Target DateARTOXTactical: ManagedIncome: Multi-3.0%-12.5%-11.8%******
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return3.0%6.6%1.4%******
Dreyfus Alpha IAVGRXTactical: ManagedBlended-1.4%-10.9%-9.1%******
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi-1.1%-5.7%-6.3%******
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven-3.2%-12.8%-12.1%******
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate0.4%-2.8%-2.0%******
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short-0.6%-20.1%-24.6%******
UBS Dyn Alpha ABNAAXTactical: ManagedBlended-1.0%-5.5%-6.7%******
UBS Global AllocBPGLXTactical: ManagedGlobal Macro-3.0%-16.1%-14.9%******
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short-3.1%-0.1%8.4%******
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro-6.7%-6.5%-2.0%******
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi-0.1%-17.8%-18.1%******
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi0.0%-13.4%-13.4%******
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven-2.5%-11.1%-11.7%******
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return-2.4%-5.1%-4.8%******
ProShares Lg CapCSMTactical: ManagedHedged: 130-30-3.1%-15.3%-9.6%******
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global-4.4%-21.5%-19.9%******
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral-0.3%-5.1%-3.9%******
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi-0.9%-8.5%-6.6%******
Barclays Conv BondCWBTactical: ManagedIncome: Multi0.1%-17.3%-20.5%******
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity-0.4%-12.9%-13.8%******
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity-0.4%-13.1%-15.0%******
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short-2.1%-7.3%-4.7%******
WisdomTree ex-USDLNTactical: ManagedIncome: Equity-2.9%-7.2%-1.5%******
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity-5.1%-18.4%-21.3%******
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven-2.4%-8.6%-8.0%******
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro-2.8%-13.3%-10.8%******
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return-0.5%-6.4%-6.7%******
iShares Select DividendDVYTactical: ManagedIncome: Equity-1.8%-0.7%4.1%******
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity-5.6%-13.8%-15.0%******
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return1.7%-5.0%-4.9%******
Fidelity BalancedFBALXTactical: ManagedRisk-Driven-3.7%-15.6%-12.8%******
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi1.9%-13.2%-12.7%******
Fidelity EquityFEQTXTactical: ManagedIncome: Equity-3.7%-5.4%-2.5%******
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt-2.7%-10.7%-10.7%******
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt-2.8%-16.1%-16.0%******
FPA CrescentFPACXTactical: ManagedRisk-Driven-2.8%-10.9%-11.5%******
Fidelity PuritanFPURXTactical: ManagedRisk-Driven-3.4%-16.1%-12.7%******
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity-2.9%-10.8%-7.7%******
FundX UpgraderFUNDXTactical: ManagedMomentum-4.0%-18.4%-17.8%******
First Trust Focus 5FVTactical: ManagedSector Rotation0.2%-6.0%-4.0%******
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral-0.5%-2.7%-1.4%******
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return-0.2%-2.3%-2.5%******
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return-1.5%-6.9%-6.6%******
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro-0.8%-5.5%-6.3%******
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro-1.7%-10.5%-8.7%******
GMO Global AllocGMWAXTactical: ManagedGlobal Macro-2.6%-14.4%-15.0%******
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi-0.8%-5.3%-6.1%******
Hedge ReplicationHDGTactical: ManagedBlended-0.9%-8.9%-9.7%******
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity-2.9%1.2%7.0%******
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi-2.7%-10.9%-10.6%******
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro-2.7%-14.6%-13.5%******
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi-3.7%-16.3%-16.3%******
Janus BalancedJANBXTactical: ManagedRisk-Driven-2.8%-15.4%-12.4%******
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return-3.0%-6.8%-4.9%******
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral0.2%-3.7%0.8%******
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short-3.6%-20.5%-16.5%******
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi-2.9%-8.0%-6.0%******
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity-2.6%-9.6%-4.5%******
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity-1.9%-5.2%-1.9%******
Leuthold CoreLCORXTactical: ManagedGlobal Macro-2.0%-9.3%-7.6%******
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate0.9%-3.2%-2.1%******
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global-5.9%-22.8%-21.7%******
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro-5.8%-22.6%-21.5%******
BlackRock Global IMALOXTactical: ManagedGlobal Macro-2.3%-19.3%-20.0%******
IQ Hedge Macro ETFMCROTactical: ManagedBlended-0.8%-8.5%-10.7%******
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity-2.7%-13.6%-11.5%******
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi-2.7%-0.8%0.9%******
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt-2.5%-10.5%-10.4%******
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short-0.4%-4.9%-2.6%******
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro-3.6%-13.5%-13.1%******
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short-3.9%-23.2%-1.5%******
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage0.8%-1.5%-3.3%******
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-30-4.0%-21.6%-22.0%******
Grimaldi SectorNAVFXTactical: ManagedSector Rotation-3.5%-16.0%-14.9%******
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global-2.2%-6.3%-0.3%******
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi-2.1%-10.6%-10.8%******
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return-0.8%-4.4%-4.9%******
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro-2.9%-13.4%-12.0%******
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return0.4%1.2%1.0%******
DWA Tech LeadersPDPTactical: ManagedBlended-2.0%-21.7%-21.4%******
iShr Preferred ETFPFFTactical: ManagedIncome: Multi-3.8%-13.3%-11.7%******
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro   ******
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi-4.9%-14.6%-14.0%******
PowerShares Intl DivPIDTactical: ManagedIncome: Equity-4.4%-5.7%-1.7%******
Principal GlobMultiStratPMSAXTactical: ManagedBlended-0.3%-2.7%-2.6%******
Pimco Income PPONPXTactical: ManagedIncome: Multi-1.6%-8.6%-8.4%******
Principal PreferredPPSIXTactical: ManagedIncome: Multi-1.7%-9.7%-10.1%******
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity-1.8%-5.5%-1.4%******
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt-2.6%-10.6%-10.4%******
Permanent PortfolioPRPFXStrategic: ManagedLow Equity-2.7%-9.2%-8.5%******
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi-3.6%-12.0%-13.0%******
iSh Global EnergyPWCTactical: ManagedBlended-0.9%-17.3%-16.6%******
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return-0.4%-1.6%-3.3%******
IQ Hedge Multi-StratQAITactical: ManagedBlended-1.2%-9.1%-10.0%******
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral-0.7%-6.0%-7.3%******
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return-1.3%7.0%12.0%******
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight-3.5%-12.7%-8.5%******
Hundredfold SelectSFHYXTactical: ManagedBlended-2.9%-8.4%-8.1%******
Sound Mind InvestingSMIFXTactical: ManagedMomentum-0.5%-9.4%-9.2%******
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity-3.2%-10.5%-6.2%******
Schwab BalancedSWOBXTactical: ManagedRisk-Driven-3.2%-16.4%-14.6%******
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global-3.2%-11.6%-6.6%******
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro-3.2%-11.4%-6.8%******
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi-2.7%-11.9%-12.4%******
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven-3.7%-16.4%-15.2%******
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi-3.1%-12.0%-12.4%******
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven-3.3%-14.6%-12.7%******
Vanguard EquityVEIPXTactical: ManagedIncome: Equity-2.3%-5.2%-0.4%******
VALIC Global StratVGLSXTactical: ManagedGlobal Macro-2.8%-15.8%-16.2%******
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven-3.6%-16.8%-17.2%******
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven-3.6%-14.7%-12.5%******
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral-0.8%6.8%17.7%******
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi-2.7%-9.4%-7.8%******
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi-3.0%-11.2%-11.0%******
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven-3.1%-14.1%-11.0%******
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi-2.7%-9.4%-8.5%******
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven-2.7%-9.5%-8.6%******
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt-3.0%-11.2%-11.0%******
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity-2.5%-6.1%-0.5%******
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven-3.6%-14.6%-12.0%******
Strategic 50-50s.5050Strategic: DIYBalanced-3.3%-13.8%-12.4%******
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced-3.4%-14.5%-12.6%******
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity-3.4%-15.1%-12.9%******
7Twelve Israelsons.712Strategic: DIYBalanced-2.8%-8.8%-6.8%******
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity-3.5%-15.8%-13.1%******
ETF Aggressives.aggrStrategic: DIYHigh Equity-2.6%-16.0%-16.0%******
Lazy: Aronsons.aronStrategic: DIYHigh Equity-3.2%-16.7%-16.5%******
Ben Stein inspireds.bensStrategic: DIYHigh Equity-3.2%-12.8%-10.8%******
Harry Browne inspireds.browStrategic: DIYLow Equity-3.0%-12.8%-11.8%******
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced-3.2%-12.2%-11.6%******
Lazy: Coffeehouses.coffStrategic: DIYBalanced-3.4%-13.1%-11.5%******
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced-3.2%-12.4%-9.8%******
Ray Dalio inspireds.daliStrategic: DIYLow Equity-2.9%-11.9%-10.8%******
Ben Graham 50-50s.grahStrategic: DIYBalanced-3.6%-11.4%-10.1%******
Safe Haven Portfolios.haveStrategic: DIYBalanced-3.1%-7.7%-6.0%******
Ivy Portfolios.ivypStrategic: DIYLow Equity-3.9%-9.1%-5.7%******
Six Ways from Sundays.lazyStrategic: DIYBalanced-3.4%-7.6%-3.6%******
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity-2.8%-8.8%-7.9%******
Lazy: Margaritavilles.margStrategic: DIYBalanced-3.5%-15.2%-13.9%******
ETF Moderates.modeStrategic: DIYBalanced-3.2%-14.8%-14.0%******
Lazy: No Brainers.nobrStrategic: DIYHigh Equity-4.3%-16.6%-15.5%******
No Equity Portfolios.noeqStrategic: DIYLow Equity-4.5%-16.4%-13.6%******
Permanent Pluss.plusStrategic: DIYLow Equity-4.1%-17.8%-16.0%******
Lazy: Second Graders.secoStrategic: DIYHigh Equity-3.8%-17.0%-15.3%******
Lazy: Smart Moneys.smarStrategic: DIYBalanced-2.7%-11.1%-10.0%******
Black Swan Hyperinflations.swanStrategic: DIYLow Equity-1.8%4.9%7.9%******
David Swensen inspireds.swenStrategic: DIYBalanced-4.3%-17.2%-14.7%******
Talmud Broad Markets.talbStrategic: DIYLow Equity-4.2%-15.4%-12.1%******
Talmud with Blue Chips.talcStrategic: DIYLow Equity-4.1%-12.8%-9.8%******
Talmud Equities and Golds.talgStrategic: DIYLow Equity-4.2%-14.1%-10.2%******
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity-3.7%-9.3%-4.9%******
Talmud with Small Caps.talsStrategic: DIYLow Equity-2.9%-13.0%-10.9%******
Worst Case Scenarios.worsStrategic: DIYLow Equity-2.8%-2.8%-2.8%******
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity-4.2%-17.5%-15.0%******
Adaptive Allocation At.aaaaTactical: DIYAdaptive-6.0%-18.0%-19.9%******
Adaptive Allocation Bt.aaabTactical: DIYAdaptive-5.1%-20.8%-23.3%******
Adaptive Allocation Ct.aaacTactical: DIYAdaptive-5.0%-20.7%-23.2%******
Adaptive Allocation Dt.aaadTactical: DIYAdaptive-2.9%-15.4%-15.4%******
Adaptive Allocation Et.aaaeTactical: DIYAdaptive-4.3%-18.2%-19.7%******
Adaptive Allocation Ft.aaafTactical: DIYAdaptive-3.4%-8.6%-8.2%******
Active Combined Assett.acapTactical: DIYMomentum-4.1%-17.3%-13.2%******
Minimum CdaRt.cdarTactical: DIYRisk-Driven-3.7%-16.2%-18.1%******
Minimum Correlationt.cocoTactical: DIYCorrelation-3.9%-17.8%-17.7%******
Minimum CvaRt.cvarTactical: DIYRisk-Driven-4.5%-19.3%-18.2%******
Defensive Bondt.dbndTactical: DIYMomentum-2.8%-6.0%-4.9%******
Equal Weight With Clustert.distTactical: DIYCorrelation-3.9%-17.7%-16.5%******
Dynamic Harry Brownet.dyhbTactical: DIYMomentum-0.8%-5.2%-9.4%******
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven-3.8%-17.6%-16.1%******
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight-4.0%-17.9%-16.5%******
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum-1.5%5.1%4.9%******
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum-1.2%2.3%10.1%******
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum-1.0%-4.6%2.8%******
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum-1.0%-5.0%-0.7%******
Minimum Drawdownt.lossTactical: DIYRisk-Driven-2.9%-20.3%-17.7%******
Minimum Downside MADt.maddTactical: DIYRisk-Driven-2.9%-19.2%-17.9%******
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven-2.9%-19.2%-17.9%******
Minimum Correlation At.mca1Tactical: DIYRisk-Driven-3.8%-16.8%-15.4%******
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven-3.9%-17.1%-15.5%******
Maximum Diversificationt.mdivTactical: DIYDiversification-3.5%-17.7%-16.9%******
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven-3.6%-16.2%-14.7%******
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven-3.6%-16.7%-14.9%******
Minimum Variance At.mvarTactical: DIYRisk-Driven-3.0%-16.6%-14.6%******
Pure Momentumt.pureTactical: DIYMomentum-5.1%-27.9%-24.4%******
Quarterly Asset Rotationt.qaroTactical: DIYMomentum-1.9%-12.9%-13.1%******
Min Downside Deviationt.risdTactical: DIYRisk-Driven-3.2%-16.5%-14.3%******
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven-3.9%-17.8%-16.2%******
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven-3.8%-16.7%-15.5%******
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven-3.9%-17.5%-15.8%******
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward-2.9%-11.4%-10.1%******
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward-2.9%-11.5%-10.7%******
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation4.4%10.2%13.8%******
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation-1.1%-4.4%3.1%******
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation-0.8%-0.5%5.7%******
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation0.6%-1.7%2.1%******
Target Return Post-Modernt.trddTactical: DIYTarget Return-5.9%-14.3%-11.8%******
Target Return 12%t.tretTactical: DIYRisk-Driven-5.9%-14.3%-11.3%******
Target Risk 10%t.trisTactical: DIYRisk-Driven-3.0%-13.7%-12.1%******