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Recipe Summary Page

for period ending March 31, 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: Arbitrage-3.4%5.5%41.2%******
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short-6.1%-1.8%71.0%******
S&P AggressiveAOATactical: ManagedRisk-Driven2.7%4.3%43.8%******
S&P ConservativeAOKTactical: ManagedRisk-Driven0.5%-0.1%16.8%******
S&P ModerateAOMTactical: ManagedRisk-Driven1.1%0.8%21.1%******
S&P GrowthAORTactical: ManagedRisk-Driven1.7%2.6%32.2%******
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage0.5%1.5%10.4%******
Am Century Target DateARTOXTactical: ManagedIncome: Multi1.2%1.6%25.3%******
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return-2.8%-3.3%-6.0%******
Dreyfus Alpha IAVGRXTactical: ManagedBlended1.6%-1.2%13.8%******
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi-0.3%0.1%13.8%******
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven1.7%3.6%33.3%******
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate-0.0%0.2%11.5%******
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short-0.3%4.1%62.4%******
UBS Dyn Alpha ABNAAXTactical: ManagedBlended1.5%1.5%19.3%******
UBS Global AllocBPGLXTactical: ManagedGlobal Macro1.4%1.9%36.4%******
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short10.0%13.3%31.7%******
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro5.8%10.9%41.8%******
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi-3.4%1.5%71.7%******
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi-4.1%0.2%63.3%******
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven1.3%2.2%30.3%******
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return-0.3%-0.6%4.0%******
ProShares Lg CapCSMTactical: ManagedHedged: 130-305.6%8.4%56.1%******
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global-0.8%3.7%64.1%******
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral0.7%1.3%10.8%******
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi7.1%16.4%73.5%******
Barclays Conv BondCWBTactical: ManagedIncome: Multi-4.0%0.9%78.9%******
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity4.9%8.3%44.6%******
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity3.6%7.7%62.0%******
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short4.2%8.8%41.6%******
WisdomTree ex-USDLNTactical: ManagedIncome: Equity7.0%7.2%45.5%******
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity3.7%6.4%54.4%******
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven3.7%9.9%50.0%******
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro4.1%9.1%64.7%******
WisdmTr Top 100DTNTactical: ManagedIncome: Equity8.2%13.0%51.1%******
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return1.2%-0.8%11.4%******
iShares Select DividendDVYTactical: ManagedIncome: Equity9.5%19.6%61.3%******
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity5.1%4.7%29.3%******
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return-0.5%0.0%10.7%******
Fidelity BalancedFBALXTactical: ManagedRisk-Driven2.6%4.5%48.4%******
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi-2.4%3.9%68.3%******
Fidelity EquityFEQTXTactical: ManagedIncome: Equity7.5%10.0%53.0%******
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt0.7%0.1%6.5%******
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt0.8%0.1%8.5%******
FPA CrescentFPACXTactical: ManagedRisk-Driven2.6%9.8%54.8%******
Fidelity PuritanFPURXTactical: ManagedRisk-Driven1.5%4.5%41.8%******
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity3.3%5.4%41.4%******
FundX UpgraderFUNDXTactical: ManagedMomentum-1.1%1.7%55.2%******
First Trust Focus 5FVTactical: ManagedSector Rotation3.5%10.3%73.6%******
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral0.8%2.2%11.6%******
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return0.8%-1.3%6.8%******
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return1.4%2.0%16.7%******
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro2.7%5.0%22.0%******
Goldman DynamicGDIFXTactical: ManagedGlobal Macro2.4%-1.6%-8.0%******
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro2.8%6.6%31.7%******
GMO Global AllocGMWAXTactical: ManagedGlobal Macro2.3%4.7%33.4%******
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi-0.3%-2.6%15.1%******
Hedge ReplicationHDGTactical: ManagedBlended-0.0%3.3%21.7%******
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity6.9%9.3%38.2%******
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short1.2%2.5%20.0%******
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi1.7%3.0%31.1%******
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro2.3%2.5%45.1%******
IVA WorldwideIVWIXTactical: ManagedGlobal Macro2.8%5.6%29.9%******
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi0.0%-2.3%22.7%******
Janus BalancedJANBXTactical: ManagedRisk-Driven1.7%1.6%31.3%******
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return3.4%3.0%9.5%******
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral1.2%-0.5%3.2%******
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short1.3%9.8%27.3%******
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi2.8%5.0%49.2%******
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity6.5%8.8%45.3%******
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity7.6%8.6%43.7%******
Leuthold CoreLCORXTactical: ManagedGlobal Macro4.0%6.1%31.2%******
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate0.1%1.8%18.7%******
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global1.8%1.3%36.6%******
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro1.9%1.4%37.0%******
BlackRock Global IMALOXTactical: ManagedGlobal Macro0.8%1.8%40.6%******
IQ Hedge Macro ETFMCROTactical: ManagedBlended-1.2%-0.0%19.1%******
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity6.5%11.4%52.8%******
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi5.2%8.9%45.7%******
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt0.8%-0.0%7.2%******
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short2.8%4.9%51.3%******
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro2.1%2.1%30.2%******
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short2.7%5.3%58.1%******
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage0.8%-1.1%11.8%******
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-301.1%4.1%40.7%******
Grimaldi SectorNAVFXTactical: ManagedSector Rotation3.7%6.3%49.7%******
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global5.0%6.6%40.3%******
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi0.7%1.6%26.6%******
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return-0.0%0.3%6.6%******
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro1.2%6.0%37.5%******
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return0.7%-1.7%-4.2%******
DWA Tech LeadersPDPTactical: ManagedBlended-2.1%-3.0%57.8%******
iShr Preferred ETFPFFTactical: ManagedIncome: Multi3.2%0.5%26.9%******
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro   ******
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi3.2%-0.5%19.4%******
PowerShares Intl DivPIDTactical: ManagedIncome: Equity5.2%9.3%52.4%******
Principal GlobMultiStratPMSAXTactical: ManagedBlended0.8%1.3%17.2%******
Pimco Income PPONPXTactical: ManagedIncome: Multi-0.1%-0.2%14.3%******
Principal PreferredPPSIXTactical: ManagedIncome: Multi0.3%0.0%20.2%******
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity6.7%13.4%60.4%******
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt0.8%0.2%7.5%******
Permanent PortfolioPRPFXStrategic: ManagedLow Equity1.2%4.2%41.5%******
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi-0.6%-0.9%17.8%******
iSh Global EnergyPWCTactical: ManagedBlended1.8%9.3%58.8%******
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return-0.2%1.6%10.8%******
IQ Hedge Multi-StratQAITactical: ManagedBlended-0.7%-0.4%13.9%******
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral-0.5%-0.3%10.6%******
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short3.6%8.2%3.7%******
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro3.2%4.7%50.2%******
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return1.7%8.2%42.4%******
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight6.0%11.6%71.5%******
Hundredfold SelectSFHYXTactical: ManagedBlended-0.1%3.6%36.4%******
Sound Mind InvestingSMIFXTactical: ManagedMomentum0.4%4.8%62.4%******
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity6.7%11.4%49.6%******
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short5.8%6.9%18.3%******
Schwab BalancedSWOBXTactical: ManagedRisk-Driven1.8%2.5%33.0%******
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global3.4%8.6%47.5%******
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro3.4%8.6%47.9%******
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi1.1%2.2%27.8%******
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven2.1%3.7%45.3%******
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi-0.2%-1.5%10.8%******
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven1.6%2.4%34.8%******
Vanguard EquityVEIPXTactical: ManagedIncome: Equity6.9%10.1%47.4%******
VALIC Global StratVGLSXTactical: ManagedGlobal Macro2.4%1.9%23.7%******
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven0.5%2.4%42.9%******
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven1.1%-2.1%24.9%******
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral4.6%7.2%-0.3%******
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi2.1%4.2%32.6%******
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi0.4%0.1%17.0%******
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven3.2%3.5%32.8%******
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi1.7%1.0%18.4%******
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven1.7%1.0%18.4%******
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt0.7%-0.3%6.4%******
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity6.9%11.2%47.9%******
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven2.2%2.1%29.9%******
Strategic 50-50s.5050Strategic: DIYBalanced1.2%1.4%29.2%******
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced1.7%2.4%35.5%******
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity2.2%3.4%41.9%******
7Twelve Israelsons.712Strategic: DIYBalanced1.1%5.2%40.1%******
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity2.7%4.5%48.6%******
ETF Aggressives.aggrStrategic: DIYHigh Equity1.6%4.3%52.2%******
Lazy: Aronsons.aronStrategic: DIYHigh Equity0.7%2.3%43.0%******
Ben Stein inspireds.bensStrategic: DIYHigh Equity2.4%5.3%43.3%******
Harry Browne inspireds.browStrategic: DIYLow Equity-0.7%-4.7%10.9%******
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced1.8%3.8%33.2%******
Lazy: Coffeehouses.coffStrategic: DIYBalanced1.9%4.1%34.1%******
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced1.7%2.4%32.9%******
Ray Dalio inspireds.daliStrategic: DIYLow Equity-0.4%-1.8%17.4%******
Ben Graham 50-50s.grahStrategic: DIYBalanced2.1%3.0%29.8%******
Safe Haven Portfolios.haveStrategic: DIYBalanced3.3%-0.6%21.6%******
Ivy Portfolios.ivypStrategic: DIYLow Equity1.5%5.3%36.8%******
Six Ways from Sundays.lazyStrategic: DIYBalanced1.8%7.0%40.5%******
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity1.9%0.1%15.5%******
Lazy: Margaritavilles.margStrategic: DIYBalanced1.7%3.0%39.4%******
ETF Moderates.modeStrategic: DIYBalanced1.0%2.5%36.5%******
Lazy: No Brainers.nobrStrategic: DIYHigh Equity1.9%4.1%45.4%******
No Equity Portfolios.noeqStrategic: DIYLow Equity-0.4%-5.5%7.8%******
Permanent Pluss.plusStrategic: DIYLow Equity-1.5%-7.9%14.4%******
Lazy: Second Graders.secoStrategic: DIYHigh Equity2.4%4.6%52.3%******
Lazy: Smart Moneys.smarStrategic: DIYBalanced2.1%4.9%37.4%******
Black Swan Hyperinflations.swanStrategic: DIYLow Equity0.8%5.6%45.3%******
David Swensen inspireds.swenStrategic: DIYBalanced1.6%2.1%32.3%******
Talmud Broad Markets.talbStrategic: DIYLow Equity2.5%3.8%31.7%******
Talmud with Blue Chips.talcStrategic: DIYLow Equity3.7%5.0%27.9%******
Talmud Equities and Golds.talgStrategic: DIYLow Equity2.5%1.4%34.8%******
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity3.8%3.3%31.8%******
Talmud with Small Caps.talsStrategic: DIYLow Equity2.2%7.1%39.7%******
Worst Case Scenarios.worsStrategic: DIYLow Equity-1.9%-1.0%6.2%******
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity1.7%2.1%32.8%******
Adaptive Allocation At.aaaaTactical: DIYAdaptive1.7%10.0%39.6%******
Adaptive Allocation Bt.aaabTactical: DIYAdaptive1.4%10.1%39.4%******
Adaptive Allocation Ct.aaacTactical: DIYAdaptive0.4%10.0%39.2%******
Adaptive Allocation Dt.aaadTactical: DIYAdaptive-0.1%9.9%54.0%******
Adaptive Allocation Et.aaaeTactical: DIYAdaptive2.7%10.0%56.8%******
Adaptive Allocation Ft.aaafTactical: DIYAdaptive1.5%6.9%24.7%******
Active Combined Assett.acapTactical: DIYMomentum1.5%0.1%12.3%******
Minimum CdaRt.cdarTactical: DIYRisk-Driven3.6%-0.5%22.2%******
Minimum Correlationt.cocoTactical: DIYCorrelation-0.9%-3.2%27.2%******
Minimum CvaRt.cvarTactical: DIYRisk-Driven-3.3%-7.7%4.8%******
Defensive Bondt.dbndTactical: DIYMomentum1.5%0.3%9.6%******
Equal Weight With Clustert.distTactical: DIYCorrelation-0.5%-4.3%16.0%******
Dynamic Harry Brownet.dyhbTactical: DIYMomentum-0.1%-0.3%10.5%******
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven0.0%-2.7%20.4%******
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight1.1%1.3%40.7%******
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum-0.7%8.2%26.8%******
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum1.9%7.2%21.4%******
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum2.1%7.8%25.4%******
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum2.9%8.1%20.0%******
Minimum Drawdownt.lossTactical: DIYRisk-Driven-4.2%-9.7%9.2%******
Minimum Downside MADt.maddTactical: DIYRisk-Driven-0.3%-4.8%13.3%******
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven-0.3%-4.8%13.3%******
Minimum Correlation At.mca1Tactical: DIYRisk-Driven-0.8%-5.1%15.4%******
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven-0.1%-2.9%19.3%******
Maximum Diversificationt.mdivTactical: DIYDiversification-1.3%-5.4%14.4%******
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven-1.1%-6.1%11.0%******
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven-0.0%-4.2%17.6%******
Minimum Variance At.mvarTactical: DIYRisk-Driven-1.1%-6.1%14.3%******
Pure Momentumt.pureTactical: DIYMomentum1.4%12.9%67.0%******
Quarterly Asset Rotationt.qaroTactical: DIYMomentum-0.8%-5.7%5.2%******
Min Downside Deviationt.risdTactical: DIYRisk-Driven-1.2%-6.3%15.4%******
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven1.1%0.7%36.2%******
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven-0.3%-4.7%13.5%******
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven1.0%0.5%36.3%******
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward1.1%7.9%45.6%******
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward1.3%7.8%48.1%******
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation1.4%4.1%68.5%******
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation5.5%8.7%38.1%******
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation0.2%5.2%47.8%******
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation2.4%5.4%74.3%******
Target Return Post-Modernt.trddTactical: DIYTarget Return-0.8%-4.4%21.1%******
Target Return 12%t.tretTactical: DIYRisk-Driven-1.0%-5.6%18.7%******
Target Risk 10%t.trisTactical: DIYRisk-Driven-1.0%-0.8%24.1%******