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All Portfolios, ranked by VizMetrics Score

for period ending February 28, 2019
 
Use the table below to compare the performance of all the portfolios in this peer group. You may sort by any column by clicking on the column headings in the gray row.
    VizMetrics Score Total Return, annualized
Recipe NameIDPeer GroupCategory1 year3 year5 year7 year10 year 1 year3 year5 year7 year10 year
   Group average75**** 1.1%****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage100**** 4.1%****
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short70**** 9.1%****
S&P AggressiveAOATactical: ManagedRisk-Driven63**** -0.2%****
S&P ConservativeAOKTactical: ManagedRisk-Driven90**** 1.8%****
S&P ModerateAOMTactical: ManagedRisk-Driven85**** 1.5%****
S&P GrowthAORTactical: ManagedRisk-Driven75**** 0.8%****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage96**** 1.8%****
Am Century Target DateARTOXTactical: ManagedIncome: Multi81**** 1.5%****
AQR Multi-Strat AltASAIXTactical: ManagedBlended29**** -12.7%****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return79**** -1.1%****
Dreyfus Alpha IAVGRXTactical: ManagedBlended75**** 1.2%****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi93**** -0.0%****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven73**** 0.0%****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate94**** 3.3%****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short19**** -10.1%****
UBS Dyn Alpha ABNAAXTactical: ManagedBlended70**** -3.1%****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro65**** -1.1%****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short35**** -9.0%****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro52**** -2.6%****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi95**** 7.2%****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi87**** 6.5%****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven100**** 5.2%****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return90**** 1.2%****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3057**** 2.0%****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global46**** -4.4%****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral99**** 2.7%****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi69**** 4.7%****
Barclays Conv BondCWBTactical: ManagedIncome: Multi87**** 6.9%****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity41**** -4.4%****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity14**** -9.7%****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short65**** 1.0%****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity76**** 5.3%****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity15**** -11.3%****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven70**** 1.4%****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro48**** -1.8%****
WisdmTr Top 100DTNTactical: ManagedIncome: Equity56**** 1.1%****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return100**** 3.6%****
iShares Select DividendDVYTactical: ManagedIncome: Equity80**** 5.3%****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity61**** -1.8%****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return83**** -1.8%****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven76**** 3.4%****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi100**** 8.5%****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity57**** 0.8%****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt100**** 4.2%****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt100**** 3.6%****
Federated Abs Return AFMAAXTactical: ManagedHedged: Abs Return20**** -14.5%****
FPA CrescentFPACXTactical: ManagedRisk-Driven66**** 0.5%****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven70**** 2.1%****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity90**** 6.7%****
First Trust Focus 5FVTactical: ManagedSector Rotation40**** 1.4%****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral98**** 2.0%****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return75**** -1.2%****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return84**** 0.6%****
Aberdeen Opti AllocGASIXTactical: ManagedBlended83**** -0.8%****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro74**** -1.5%****
Goldman DynamicGDIFXTactical: ManagedGlobal Macro89**** 1.1%****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro39**** -8.8%****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro67**** -2.0%****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi87**** -0.3%****
Hedge ReplicationHDGTactical: ManagedBlended80**** 0.2%****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity100**** 11.0%****
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short62**** -1.5%****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi92**** 2.8%****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro0**** -14.6%****
IVA WorldwideIVWIXTactical: ManagedGlobal Macro70**** -0.9%****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi100**** 4.4%****
Janus BalancedJANBXTactical: ManagedRisk-Driven93**** 5.9%****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return77**** -2.1%****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral84**** 0.0%****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short68**** 2.6%****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi100**** 7.4%****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity76**** 5.2%****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity79**** 4.4%****
Leuthold CoreLCORXTactical: ManagedGlobal Macro61**** -4.1%****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate93**** 2.2%****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global72**** 2.0%****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro73**** 2.3%****
BlackRock Global IMALOXTactical: ManagedGlobal Macro66**** -1.9%****
IQ Hedge Macro ETFMCROTactical: ManagedBlended78**** -0.9%****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity62**** 1.7%****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi100**** 7.6%****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt100**** 2.7%****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short28**** -9.6%****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro73**** -0.5%****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short66**** 4.7%****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage100**** 4.1%****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-300**** -15.2%****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation45**** -0.2%****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global77**** 4.0%****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi86**** 0.6%****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return100**** 3.1%****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro73**** -2.0%****
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return70**** -2.6%****
DWA Tech LeadersPDPTactical: ManagedBlended55**** 4.2%****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi89**** 2.3%****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro ****  ****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi98**** 4.2%****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity74**** 3.6%****
Principal GlobMultiStratPMSAXTactical: ManagedBlended80**** -1.3%****
Pimco Income PPONPXTactical: ManagedIncome: Multi100**** 3.3%****
Principal PreferredPPSIXTactical: ManagedIncome: Multi92**** 1.4%****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity52**** 0.1%****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt100**** 2.9%****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity86**** 2.1%****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi100**** 3.1%****
iSh Global EnergyPWCTactical: ManagedBlended56**** 1.6%****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return98**** 2.4%****
IQ Hedge Multi-StratQAITactical: ManagedBlended82**** -0.4%****
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral91**** 0.6%****
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short83**** -1.0%****
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro23**** -7.9%****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return62**** -0.9%****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight67**** 5.1%****
Hundredfold SelectSFHYXTactical: ManagedBlended87**** 1.4%****
Sound Mind InvestingSMIFXTactical: ManagedMomentum27**** -4.9%****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity53**** 0.4%****
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short65**** -1.7%****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven77**** 3.0%****
FundX Tact UpgraderTACTXTactical: ManagedMomentum100**** 4.7%****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global82**** 3.0%****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro83**** 2.9%****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi87**** 2.0%****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven67**** 1.1%****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi99**** 2.9%****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven86**** 4.6%****
Vanguard Conv SecVCVSXTactical: ManagedIncome: Multi74**** 0.0%****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity75**** 4.9%****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro62**** -1.8%****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven74**** 1.8%****
Vanguard Hi Div YldVHDYXTactical: ManagedIncome: Equity72**** 4.3%****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven100**** 10.4%****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral59**** -5.1%****
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi76**** 0.4%****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi93**** 2.4%****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven86**** 4.1%****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi100**** 4.4%****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven100**** 4.4%****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt100**** 4.1%****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven82**** 4.0%****
Strategic 50-50s.5050Strategic: DIYBalanced91**** 4.6%****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced87**** 4.8%****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity82**** 4.9%****
7Twelve Israelsons.712Strategic: DIYBalanced74**** 1.7%****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity78**** 5.0%****
ETF Aggressives.aggrStrategic: DIYHigh Equity58**** -1.3%****
Lazy: Aronsons.aronStrategic: DIYHigh Equity68**** 1.0%****
Ben Stein inspireds.bensStrategic: DIYHigh Equity68**** 1.1%****
Harry Browne inspireds.browStrategic: DIYLow Equity98**** 3.0%****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced78**** 1.5%****
Lazy: Coffeehouses.coffStrategic: DIYBalanced88**** 4.8%****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced85**** 3.8%****
Ray Dalio inspireds.daliStrategic: DIYLow Equity94**** 2.6%****
Ben Graham 50-50s.grahStrategic: DIYBalanced80**** 1.2%****
Safe Haven Portfolios.haveStrategic: DIYBalanced100**** 4.2%****
Ivy Portfolios.ivypStrategic: DIYLow Equity85**** 4.2%****
Six Ways from Sundays.lazyStrategic: DIYBalanced76**** 2.8%****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity98**** 4.6%****
Lazy: Margaritavilles.margStrategic: DIYBalanced69**** 0.2%****
ETF Moderates.modeStrategic: DIYBalanced80**** 2.5%****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity72**** 2.7%****
No Equity Portfolios.noeqStrategic: DIYLow Equity100**** 7.8%****
Permanent Pluss.plusStrategic: DIYLow Equity95**** 3.7%****
Lazy: Second Graders.secoStrategic: DIYHigh Equity63**** 1.4%****
Lazy: Smart Moneys.smarStrategic: DIYBalanced82**** 3.1%****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity69**** -1.5%****
David Swensen inspireds.swenStrategic: DIYBalanced88**** 5.2%****
Talmud Broad Markets.talbStrategic: DIYLow Equity100**** 9.5%****
Talmud with Blue Chips.talcStrategic: DIYLow Equity100**** 9.8%****
Talmud Equities and Golds.talgStrategic: DIYLow Equity100**** 8.3%****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity100**** 10.2%****
Talmud with Small Caps.talsStrategic: DIYLow Equity98**** 9.5%****
Worst Case Scenarios.worsStrategic: DIYLow Equity97**** 2.7%****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity87**** 5.0%****
Adaptive Allocation At.aaaaTactical: DIYAdaptive63**** -1.7%****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive63**** -1.8%****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive62**** -2.1%****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive58**** -3.2%****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive80**** 3.8%****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive66**** 0.8%****
Active Combined Assett.acapTactical: DIYMomentum75**** 0.4%****
Minimum CdaRt.cdarTactical: DIYRisk-Driven65**** -2.6%****
Minimum Correlationt.cocoTactical: DIYCorrelation75**** 1.1%****
Minimum CvaRt.cvarTactical: DIYRisk-Driven80**** 1.3%****
Defensive Bondt.dbndTactical: DIYMomentum100**** 3.7%****
Equal Weight With Clustert.distTactical: DIYCorrelation96**** 4.8%****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum82**** 0.6%****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven81**** 1.2%****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight78**** 2.9%****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum31**** -6.8%****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum24**** -9.4%****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum61**** -2.5%****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum73**** -1.2%****
Minimum Drawdownt.lossTactical: DIYRisk-Driven100**** 5.6%****
Minimum Downside MADt.maddTactical: DIYRisk-Driven84**** 1.3%****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven84**** 1.3%****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven84**** 1.5%****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven80**** 0.8%****
Maximum Diversificationt.mdivTactical: DIYDiversification77**** 0.7%****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven82**** 0.9%****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven79**** 0.8%****
Minimum Variance At.mvarTactical: DIYRisk-Driven84**** 1.7%****
Pure Momentumt.pureTactical: DIYMomentum71**** 3.9%****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum96**** 2.8%****
Min Downside Deviationt.risdTactical: DIYRisk-Driven90**** 3.1%****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven81**** 2.3%****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven88**** 2.4%****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven80**** 2.2%****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward67**** -0.3%****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward71**** 0.6%****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation0**** -9.7%****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation50**** -2.1%****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation16**** -8.8%****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation39**** -2.1%****
Target Return Post-Modernt.trddTactical: DIYTarget Return43**** -4.7%****
Target Return 12%t.tretTactical: DIYRisk-Driven42**** -4.9%****
Target Risk 10%t.trisTactical: DIYRisk-Driven57**** -2.6%****