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All Portfolios, ranked by VizMetrics Score

for period ending April 30, 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 average82**** 4.4%****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage100**** 4.8%****
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short100**** 20.7%****
S&P AggressiveAOATactical: ManagedRisk-Driven78**** 5.0%****
S&P ConservativeAOKTactical: ManagedRisk-Driven99**** 5.2%****
S&P ModerateAOMTactical: ManagedRisk-Driven95**** 5.2%****
S&P GrowthAORTactical: ManagedRisk-Driven87**** 5.1%****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage100**** 5.3%****
Am Century Target DateARTOXTactical: ManagedIncome: Multi90**** 5.0%****
AQR Multi-Strat AltASAIXTactical: ManagedBlended29**** -12.4%****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return65**** -4.3%****
Dreyfus Alpha IAVGRXTactical: ManagedBlended86**** 5.2%****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi98**** 2.3%****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven82**** 3.4%****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate94**** 4.2%****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short30**** -6.4%****
UBS Dyn Alpha ABNAAXTactical: ManagedBlended76**** -0.6%****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro77**** 3.1%****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short39**** -7.6%****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro100**** 11.8%****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi99**** 9.1%****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi98**** 10.5%****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven100**** 7.5%****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return91**** 2.3%****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3078**** 8.9%****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global65**** 1.7%****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral97**** 3.2%****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi70**** 5.7%****
Barclays Conv BondCWBTactical: ManagedIncome: Multi94**** 10.1%****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity56**** 0.4%****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity31**** -4.7%****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short94**** 10.1%****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity99**** 13.1%****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity23**** -8.5%****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven78**** 4.6%****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro60**** 2.5%****
WisdmTr Top 100DTNTactical: ManagedIncome: Equity72**** 6.3%****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return100**** 6.8%****
iShares Select DividendDVYTactical: ManagedIncome: Equity88**** 8.5%****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity70**** 1.5%****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return83**** -0.9%****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven93**** 9.3%****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi100**** 13.6%****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity79**** 7.9%****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt100**** 6.5%****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt100**** 6.1%****
Federated Abs Return AFMAAXTactical: ManagedHedged: Abs Return44**** -8.3%****
FPA CrescentFPACXTactical: ManagedRisk-Driven89**** 7.9%****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven86**** 7.7%****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity100**** 11.4%****
First Trust Focus 5FVTactical: ManagedSector Rotation59**** 7.8%****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral97**** 2.7%****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return81**** 1.3%****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return90**** 3.1%****
Aberdeen Opti AllocGASIXTactical: ManagedBlended88**** 1.4%****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro80**** 1.0%****
Goldman DynamicGDIFXTactical: ManagedGlobal Macro75**** -1.6%****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro50**** -5.4%****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro78**** 1.9%****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi88**** 0.9%****
Hedge ReplicationHDGTactical: ManagedBlended81**** 1.4%****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity100**** 17.0%****
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short66**** 0.4%****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi99**** 5.7%****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro0**** -10.1%****
IVA WorldwideIVWIXTactical: ManagedGlobal Macro76**** 1.6%****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi100**** 6.0%****
Janus BalancedJANBXTactical: ManagedRisk-Driven100**** 11.9%****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return88**** 1.7%****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral87**** 1.6%****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short74**** 5.0%****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi100**** 9.7%****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity100**** 14.2%****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity88**** 7.9%****
Leuthold CoreLCORXTactical: ManagedGlobal Macro72**** -0.4%****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate93**** 3.1%****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global90**** 8.1%****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro91**** 8.4%****
BlackRock Global IMALOXTactical: ManagedGlobal Macro77**** 2.0%****
IQ Hedge Macro ETFMCROTactical: ManagedBlended81**** 0.6%****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity79**** 7.2%****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi100**** 9.4%****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt100**** 5.3%****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short34**** -7.4%****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro84**** 3.4%****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short94**** 13.6%****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage94**** 2.2%****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-307**** -12.5%****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation66**** 6.6%****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global85**** 7.1%****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi96**** 4.1%****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return100**** 3.7%****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro67**** -2.9%****
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return69**** -2.1%****
DWA Tech LeadersPDPTactical: ManagedBlended76**** 11.8%****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi94**** 4.7%****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro ****  ****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi100**** 6.9%****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity82**** 7.1%****
Principal GlobMultiStratPMSAXTactical: ManagedBlended86**** 1.0%****
Pimco Income PPONPXTactical: ManagedIncome: Multi100**** 5.1%****
Principal PreferredPPSIXTactical: ManagedIncome: Multi100**** 4.6%****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity73**** 6.7%****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt100**** 5.3%****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity88**** 3.5%****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi100**** 4.8%****
iSh Global EnergyPWCTactical: ManagedBlended58**** 2.6%****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return97**** 2.9%****
IQ Hedge Multi-StratQAITactical: ManagedBlended85**** 1.5%****
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral95**** 2.5%****
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short71**** -3.5%****
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro35**** -4.0%****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return53**** -3.1%****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight82**** 10.4%****
Hundredfold SelectSFHYXTactical: ManagedBlended94**** 4.3%****
Sound Mind InvestingSMIFXTactical: ManagedMomentum43**** 0.7%****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity67**** 5.2%****
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short65**** -1.1%****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven90**** 7.6%****
FundX Tact UpgraderTACTXTactical: ManagedMomentum91**** 2.3%****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global90**** 6.1%****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro91**** 6.0%****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi95**** 5.2%****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven81**** 6.1%****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi100**** 5.7%****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven100**** 10.0%****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity92**** 10.7%****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro61**** -1.3%****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven88**** 6.7%****
Vanguard Hi Div YldVHDYXTactical: ManagedIncome: Equity90**** 10.2%****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven100**** 16.8%****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral45**** -7.9%****
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi84**** 3.3%****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi100**** 5.2%****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven100**** 9.2%****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi100**** 8.4%****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven100**** 8.2%****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt100**** 6.6%****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven100**** 9.9%****
Strategic 50-50s.5050Strategic: DIYBalanced100**** 9.3%****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced100**** 10.0%****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity99**** 10.7%****
7Twelve Israelsons.712Strategic: DIYBalanced75**** 2.8%****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity96**** 11.4%****
ETF Aggressives.aggrStrategic: DIYHigh Equity70**** 2.9%****
Lazy: Aronsons.aronStrategic: DIYHigh Equity78**** 4.7%****
Ben Stein inspireds.bensStrategic: DIYHigh Equity79**** 5.2%****
Harry Browne inspireds.browStrategic: DIYLow Equity100**** 5.2%****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced85**** 4.3%****
Lazy: Coffeehouses.coffStrategic: DIYBalanced95**** 7.7%****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced97**** 8.0%****
Ray Dalio inspireds.daliStrategic: DIYLow Equity98**** 4.7%****
Ben Graham 50-50s.grahStrategic: DIYBalanced88**** 4.3%****
Safe Haven Portfolios.haveStrategic: DIYBalanced100**** 5.2%****
Ivy Portfolios.ivypStrategic: DIYLow Equity87**** 5.7%****
Six Ways from Sundays.lazyStrategic: DIYBalanced75**** 3.3%****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity100**** 6.2%****
Lazy: Margaritavilles.margStrategic: DIYBalanced80**** 4.1%****
ETF Moderates.modeStrategic: DIYBalanced91**** 6.6%****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity82**** 6.4%****
No Equity Portfolios.noeqStrategic: DIYLow Equity100**** 7.8%****
Permanent Pluss.plusStrategic: DIYLow Equity100**** 7.4%****
Lazy: Second Graders.secoStrategic: DIYHigh Equity80**** 7.0%****
Lazy: Smart Moneys.smarStrategic: DIYBalanced89**** 6.2%****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity54**** -5.0%****
David Swensen inspireds.swenStrategic: DIYBalanced97**** 8.7%****
Talmud Broad Markets.talbStrategic: DIYLow Equity100**** 12.6%****
Talmud with Blue Chips.talcStrategic: DIYLow Equity100**** 12.4%****
Talmud Equities and Golds.talgStrategic: DIYLow Equity100**** 9.8%****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity100**** 10.4%****
Talmud with Small Caps.talsStrategic: DIYLow Equity94**** 9.2%****
Worst Case Scenarios.worsStrategic: DIYLow Equity93**** 2.2%****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity96**** 8.4%****
Adaptive Allocation At.aaaaTactical: DIYAdaptive59**** -2.3%****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive61**** -1.7%****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive60**** -1.9%****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive83**** 4.4%****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive79**** 4.3%****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive63**** 0.8%****
Active Combined Assett.acapTactical: DIYMomentum92**** 6.2%****
Minimum CdaRt.cdarTactical: DIYRisk-Driven73**** 0.2%****
Minimum Correlationt.cocoTactical: DIYCorrelation81**** 3.6%****
Minimum CvaRt.cvarTactical: DIYRisk-Driven82**** 2.5%****
Defensive Bondt.dbndTactical: DIYMomentum100**** 5.2%****
Equal Weight With Clustert.distTactical: DIYCorrelation99**** 6.6%****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum86**** 2.5%****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven88**** 4.1%****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight88**** 6.8%****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum41**** -3.6%****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum40**** -4.6%****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum67**** 0.0%****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum80**** 1.7%****
Minimum Drawdownt.lossTactical: DIYRisk-Driven100**** 6.6%****
Minimum Downside MADt.maddTactical: DIYRisk-Driven92**** 4.2%****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven92**** 4.2%****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven88**** 3.3%****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven85**** 3.0%****
Maximum Diversificationt.mdivTactical: DIYDiversification83**** 3.2%****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven84**** 2.3%****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven82**** 2.3%****
Minimum Variance At.mvarTactical: DIYRisk-Driven91**** 4.4%****
Pure Momentumt.pureTactical: DIYMomentum100**** 15.2%****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum87**** 1.2%****
Min Downside Deviationt.risdTactical: DIYRisk-Driven94**** 5.2%****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven89**** 5.6%****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven90**** 3.7%****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven88**** 5.4%****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward86**** 5.4%****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward87**** 5.6%****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation21**** 2.1%****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation73**** 4.9%****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation41**** -0.8%****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation64**** 6.2%****
Target Return Post-Modernt.trddTactical: DIYTarget Return52**** -1.4%****
Target Return 12%t.tretTactical: DIYRisk-Driven54**** -0.9%****
Target Risk 10%t.trisTactical: DIYRisk-Driven77**** 4.0%****