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All Portfolios, ranked by VizMetrics Score

for period ending August 31, 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 average69**** 3.1%****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage83**** 4.4%****
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short57**** 5.8%****
S&P AggressiveAOATactical: ManagedRisk-Driven60**** 1.1%****
S&P ConservativeAOKTactical: ManagedRisk-Driven83**** 6.7%****
S&P ModerateAOMTactical: ManagedRisk-Driven79**** 5.6%****
S&P GrowthAORTactical: ManagedRisk-Driven70**** 3.4%****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage85**** 4.8%****
Am Century Target DateARTOXTactical: ManagedIncome: Multi73**** 3.6%****
AQR Multi-Strat AltASAIXTactical: ManagedBlended47**** -10.4%****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return78**** 3.3%****
Dreyfus Alpha IAVGRXTactical: ManagedBlended66**** 1.4%****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi86**** 5.2%****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven68**** 1.9%****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate76**** 3.1%****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short44**** -4.9%****
UBS Dyn Alpha ABNAAXTactical: ManagedBlended71**** 0.4%****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro65**** 1.8%****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short49**** -6.1%****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro47**** -4.0%****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi68**** 3.0%****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi69**** 4.9%****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven90**** 9.3%****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return73**** 0.8%****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3046**** -2.4%****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global55**** -1.5%****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral80**** 3.3%****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi47**** -2.3%****
Barclays Conv BondCWBTactical: ManagedIncome: Multi62**** 2.6%****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity55**** -0.6%****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity49**** -1.7%****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short63**** 3.6%****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity61**** 4.1%****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity34**** -11.1%****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven54**** -2.5%****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro44**** -4.2%****
WisdmTr Top 100DTNTactical: ManagedIncome: Equity42**** -4.1%****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return82**** 5.8%****
iShares Select DividendDVYTactical: ManagedIncome: Equity55**** 0.4%****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity70**** 4.4%****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return83**** 4.3%****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven63**** 2.7%****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi80**** 9.8%****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity50**** -1.6%****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt93**** 9.7%****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt93**** 9.5%****
FPA CrescentFPACXTactical: ManagedRisk-Driven57**** 0.1%****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven61**** 1.1%****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity71**** 5.5%****
FundX UpgraderFUNDXTactical: ManagedMomentum54**** 2.2%****
First Trust Focus 5FVTactical: ManagedSector Rotation32**** -6.3%****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral77**** 1.7%****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return68**** 0.4%****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return72**** 1.8%****
Aberdeen Opti AllocGASIXTactical: ManagedBlended75**** 1.5%****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro67**** -0.1%****
Goldman DynamicGDIFXTactical: ManagedGlobal Macro68**** -1.1%****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro56**** -4.2%****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro68**** 1.6%****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi79**** 2.7%****
Hedge ReplicationHDGTactical: ManagedBlended66**** -0.6%****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity69**** 7.2%****
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short48**** -6.1%****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi81**** 6.5%****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro18**** -11.7%****
IVA WorldwideIVWIXTactical: ManagedGlobal Macro55**** -3.7%****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi80**** 5.6%****
Janus BalancedJANBXTactical: ManagedRisk-Driven77**** 7.3%****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return82**** 5.3%****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral77**** 3.5%****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short47**** -2.8%****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi72**** 3.3%****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity66**** 6.0%****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity66**** 4.2%****
Leuthold CoreLCORXTactical: ManagedGlobal Macro67**** 0.2%****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate75**** 2.1%****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global72**** 6.6%****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro72**** 6.9%****
BlackRock Global IMALOXTactical: ManagedGlobal Macro67**** 1.7%****
IQ Hedge Macro ETFMCROTactical: ManagedBlended70**** 0.3%****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity55**** 0.3%****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi69**** 2.6%****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt88**** 7.2%****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short47**** -6.6%****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro74**** 4.8%****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short64**** 6.6%****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage75**** 1.0%****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-3040**** -8.3%****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation45**** -3.1%****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global64**** 2.7%****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi85**** 7.3%****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return85**** 4.7%****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro74**** 1.5%****
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return75**** 3.5%****
DWA Tech LeadersPDPTactical: ManagedBlended55**** 4.2%****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi78**** 4.4%****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro ****  ****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi86**** 8.4%****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity61**** 2.3%****
Principal GlobMultiStratPMSAXTactical: ManagedBlended75**** 1.8%****
Pimco Income PPONPXTactical: ManagedIncome: Multi85**** 5.5%****
Principal PreferredPPSIXTactical: ManagedIncome: Multi88**** 8.1%****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity51**** -0.4%****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt91**** 8.4%****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity77**** 5.8%****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi97**** 11.1%****
iSh Global EnergyPWCTactical: ManagedBlended31**** -10.8%****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return84**** 5.4%****
IQ Hedge Multi-StratQAITactical: ManagedBlended71**** 0.4%****
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral77**** 1.9%****
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short68**** -2.7%****
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro33**** -9.6%****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return52**** -4.2%****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight50**** 0.1%****
Hundredfold SelectSFHYXTactical: ManagedBlended72**** 2.0%****
Sound Mind InvestingSMIFXTactical: ManagedMomentum33**** -9.3%****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity45**** -3.2%****
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short43**** -9.3%****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven65**** 2.7%****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global67**** 2.8%****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro67**** 2.7%****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi76**** 4.5%****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven61**** 1.6%****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi89**** 8.5%****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven72**** 5.2%****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity60**** 2.8%****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro48**** -6.2%****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven66**** 3.1%****
Vanguard Hi Div YldVHDYXTactical: ManagedIncome: Equity57**** 1.8%****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven86**** 13.4%****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral45**** -11.5%****
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi69**** 2.2%****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi82**** 6.2%****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven76**** 7.1%****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi89**** 9.7%****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven88**** 9.6%****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt93**** 9.9%****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven72**** 5.1%****
Strategic 50-50s.5050Strategic: DIYBalanced77**** 6.3%****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced72**** 5.4%****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity67**** 4.4%****
7Twelve Israelsons.712Strategic: DIYBalanced60**** -0.7%****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity63**** 3.4%****
ETF Aggressives.aggrStrategic: DIYHigh Equity59**** 0.8%****
Lazy: Aronsons.aronStrategic: DIYHigh Equity63**** 1.9%****
Ben Stein inspireds.bensStrategic: DIYHigh Equity59**** 0.4%****
Harry Browne inspireds.browStrategic: DIYLow Equity100**** 14.5%****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced68**** 2.1%****
Lazy: Coffeehouses.coffStrategic: DIYBalanced71**** 4.1%****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced73**** 4.7%****
Ray Dalio inspireds.daliStrategic: DIYLow Equity88**** 8.9%****
Ben Graham 50-50s.grahStrategic: DIYBalanced74**** 4.4%****
Safe Haven Portfolios.haveStrategic: DIYBalanced94**** 12.3%****
Ivy Portfolios.ivypStrategic: DIYLow Equity67**** 2.6%****
Six Ways from Sundays.lazyStrategic: DIYBalanced61**** 0.1%****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity83**** 7.0%****
Lazy: Margaritavilles.margStrategic: DIYBalanced64**** 1.7%****
ETF Moderates.modeStrategic: DIYBalanced71**** 4.1%****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity60**** 0.9%****
No Equity Portfolios.noeqStrategic: DIYLow Equity100**** 22.6%****
Permanent Pluss.plusStrategic: DIYLow Equity100**** 19.0%****
Lazy: Second Graders.secoStrategic: DIYHigh Equity56**** 0.7%****
Lazy: Smart Moneys.smarStrategic: DIYBalanced65**** 1.6%****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity64**** 0.0%****
David Swensen inspireds.swenStrategic: DIYBalanced77**** 7.7%****
Talmud Broad Markets.talbStrategic: DIYLow Equity81**** 9.1%****
Talmud with Blue Chips.talcStrategic: DIYLow Equity83**** 9.4%****
Talmud Equities and Golds.talgStrategic: DIYLow Equity93**** 14.4%****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity96**** 15.2%****
Talmud with Small Caps.talsStrategic: DIYLow Equity64**** 2.0%****
Worst Case Scenarios.worsStrategic: DIYLow Equity86**** 6.6%****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity77**** 7.5%****
Adaptive Allocation At.aaaaTactical: DIYAdaptive52**** -4.7%****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive55**** -3.2%****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive54**** -3.6%****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive67**** 3.0%****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive49**** -4.6%****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive58**** -0.9%****
Active Combined Assett.acapTactical: DIYMomentum83**** 9.6%****
Minimum CdaRt.cdarTactical: DIYRisk-Driven79**** 7.1%****
Minimum Correlationt.cocoTactical: DIYCorrelation82**** 10.1%****
Minimum CvaRt.cvarTactical: DIYRisk-Driven84**** 9.7%****
Defensive Bondt.dbndTactical: DIYMomentum89**** 7.0%****
Equal Weight With Clustert.distTactical: DIYCorrelation96**** 15.2%****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum90**** 11.4%****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven86**** 10.3%****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight72**** 6.2%****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum60**** 2.1%****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum44**** -6.8%****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum63**** -0.3%****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum64**** -1.3%****
Minimum Drawdownt.lossTactical: DIYRisk-Driven92**** 12.4%****
Minimum Downside MADt.maddTactical: DIYRisk-Driven99**** 16.4%****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven99**** 16.4%****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven94**** 14.2%****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven88**** 11.2%****
Maximum Diversificationt.mdivTactical: DIYDiversification89**** 12.5%****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven97**** 15.4%****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven90**** 12.3%****
Minimum Variance At.mvarTactical: DIYRisk-Driven97**** 15.7%****
Pure Momentumt.pureTactical: DIYMomentum59**** 3.4%****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum96**** 13.5%****
Min Downside Deviationt.risdTactical: DIYRisk-Driven96**** 14.8%****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven76**** 6.5%****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven94**** 13.6%****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven76**** 6.9%****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward71**** 4.4%****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward70**** 3.7%****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation0**** -34.4%****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation51**** -1.9%****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation18**** -17.4%****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation42**** -3.7%****
Target Return Post-Modernt.trddTactical: DIYTarget Return59**** 0.6%****
Target Return 12%t.tretTactical: DIYRisk-Driven63**** 2.8%****
Target Risk 10%t.trisTactical: DIYRisk-Driven64**** 1.8%****