VizMetrics Inc. - Better visibility. Better results.

Recipe Summary Page

for period ending January 31, 2019
 
Use this page to find a high return, lower risk portfolio recipe using the Choose – Invest – RebalanceTM process. The 3, 5, 7, and 10-year metrics are available only to VizMetrics Investor 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 %MaxVizMetrics
 DrawDownScore
Recipe NameIDPeer GroupCategory1 monthYTD1 year3 year5 year7 year10 year7 year10 year7 year
AQR Divers NADANXTactical: ManagedHedged: Arbitrage1.5%1.5%3.8%******93
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short9.8%9.8%1.8%****** 
S&P AggressiveAOATactical: ManagedRisk-Driven6.5%6.5%-5.8%******100
S&P ConservativeAOKTactical: ManagedRisk-Driven3.1%3.1%-1.1%******100
S&P ModerateAOMTactical: ManagedRisk-Driven3.7%3.7%-2.0%******100
S&P GrowthAORTactical: ManagedRisk-Driven4.9%4.9%-4.0%******100
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage0.5%0.5%2.5%******97
Am Century Target DateARTOXTactical: ManagedIncome: Multi4.5%4.5%-2.0%******100
AQR Multi-Strat AltASAIXTactical: ManagedBlended0.1%0.1%-14.5%******86
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return-1.3%-1.3%2.2%******79
Dreyfus Alpha IAVGRXTactical: ManagedBlended4.7%4.7%-2.7%******93
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi1.3%1.3%-0.9%******100
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven4.9%4.9%-4.1%******100
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate3.5%3.5%1.0%******100
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short9.2%9.2%-14.1%******73
UBS Dyn Alpha ABNAAXTactical: ManagedBlended2.8%2.8%-3.7%******86
UBS Global AllocBPGLXTactical: ManagedGlobal Macro6.0%6.0%-5.1%******96
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short5.0%5.0%-13.3%******91
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro1.8%1.8%-3.7%******100
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi6.1%6.1%3.6%******99
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi7.4%7.4%2.6%******100
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven3.4%3.4%3.6%******100
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return2.3%2.3%-0.5%******91
ProShares Lg CapCSMTactical: ManagedHedged: 130-309.2%9.2%-4.0%******100
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global6.5%6.5%-9.3%******89
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral1.9%1.9%2.2%******100
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi11.8%11.8%-2.3%******84
Barclays Conv BondCWBTactical: ManagedIncome: Multi8.0%8.0%0.8%******100
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity10.5%10.5%-6.3%******51
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity10.5%10.5%-13.7%******65
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short7.5%7.5%-2.4%******100
WisdomTree ex-USDLNTactical: ManagedIncome: Equity7.1%7.1%-2.7%******100
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity7.5%7.5%-16.5%******93
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven5.9%5.9%-2.7%******100
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro8.3%8.3%-8.3%******100
WisdmTr Top 100DTNTactical: ManagedIncome: Equity8.7%8.7%-4.5%******100
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return3.3%3.3%2.3%******98
iShares Select DividendDVYTactical: ManagedIncome: Equity6.8%6.8%-2.0%******100
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity6.3%6.3%-8.2%******58
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return1.3%1.3%-2.7%******98
Fidelity BalancedFBALXTactical: ManagedRisk-Driven6.6%6.6%-1.8%******100
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi7.9%7.9%3.2%******100
Fidelity EquityFEQTXTactical: ManagedIncome: Equity8.1%8.1%-6.5%******100
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt0.8%0.8%3.0%******99
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt0.6%0.6%2.4%******100
Federated Abs Return AFMAAXTactical: ManagedHedged: Abs Return1.2%1.2%-16.4%******73
FPA CrescentFPACXTactical: ManagedRisk-Driven7.9%7.9%-3.4%******100
Fidelity PuritanFPURXTactical: ManagedRisk-Driven5.7%5.7%-2.9%******100
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity6.5%6.5%-0.4%******100
First Trust Focus 5FVTactical: ManagedSector Rotation12.5%12.5%-3.9%****** 
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral1.4%1.4%0.9%******100
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return2.5%2.5%-6.4%******85
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return2.9%2.9%-2.4%******95
Aberdeen Opti AllocGASIXTactical: ManagedBlended2.2%2.2%-2.8%******97
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro5.0%5.0%-4.0%******98
Goldman DynamicGDIFXTactical: ManagedGlobal Macro4.9%4.9%-0.9%******92
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro5.3%5.3%-11.3%******96
GMO Global AllocGMWAXTactical: ManagedGlobal Macro5.5%5.5%-5.5%******99
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi2.7%2.7%-1.2%******96
Hedge ReplicationHDGTactical: ManagedBlended3.5%3.5%-2.5%******90
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity4.8%4.8%-0.6%******100
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short3.9%3.9%-5.2%******100
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi5.4%5.4%-1.3%****** 
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro5.6%5.6%-19.8%******60
IVA WorldwideIVWIXTactical: ManagedGlobal Macro6.0%6.0%-4.3%******100
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi5.7%5.7%1.3%****** 
Janus BalancedJANBXTactical: ManagedRisk-Driven4.4%4.4%1.2%******100
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return2.1%2.1%-4.5%******92
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral-0.5%-0.5%1.2%******89
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short5.5%5.5%-3.2%******100
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi8.0%8.0%2.5%******100
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity6.0%6.0%-2.9%******100
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity6.4%6.4%-3.8%******100
Leuthold CoreLCORXTactical: ManagedGlobal Macro3.8%3.8%-6.8%******100
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate1.9%1.9%0.6%******100
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global6.8%6.8%-3.9%******100
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro6.9%6.9%-3.6%******100
BlackRock Global IMALOXTactical: ManagedGlobal Macro5.2%5.2%-6.0%******97
IQ Hedge Macro ETFMCROTactical: ManagedBlended3.3%3.3%-3.5%******81
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity7.0%7.0%-5.7%******100
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi8.5%8.5%1.6%****** 
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt0.4%0.4%1.8%******99
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short4.4%4.4%-14.2%******78
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro4.5%4.5%-5.7%******100
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short8.3%8.3%-1.6%******89
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage1.9%1.9%2.5%******100
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-307.8%7.8%-21.1%******79
Grimaldi SectorNAVFXTactical: ManagedSector Rotation6.7%6.7%-6.5%****** 
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global6.3%6.3%-2.5%******100
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi4.2%4.2%-1.6%******100
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return0.9%0.9%2.6%******100
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro4.0%4.0%-4.1%******82
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return3.8%3.8%-5.3%******97
DWA Tech LeadersPDPTactical: ManagedBlended8.3%8.3%-4.2%******100
iShr Preferred ETFPFFTactical: ManagedIncome: Multi5.6%5.6%2.0%******100
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro   ****** 
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi6.1%6.1%4.2%******100
PowerShares Intl DivPIDTactical: ManagedIncome: Equity9.7%9.7%-5.5%******73
Principal GlobMultiStratPMSAXTactical: ManagedBlended1.9%1.9%-4.1%******98
Pimco Income PPONPXTactical: ManagedIncome: Multi1.6%1.6%2.4%******100
Principal PreferredPPSIXTactical: ManagedIncome: Multi3.9%3.9%-0.3%******100
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity7.3%7.3%-7.2%******100
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt0.6%0.6%2.1%******99
Permanent PortfolioPRPFXStrategic: ManagedLow Equity6.1%6.1%-2.5%******84
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi2.0%2.0%2.2%******100
iSh Global EnergyPWCTactical: ManagedBlended6.7%6.7%-5.2%******100
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return2.2%2.2%1.8%******100
IQ Hedge Multi-StratQAITactical: ManagedBlended2.8%2.8%-2.6%******92
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral2.0%2.0%-0.8%****** 
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short-0.2%-0.2%-1.9%******84
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro9.5%9.5%-13.0%******88
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return8.1%8.1%-7.0%****** 
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight9.8%9.8%-3.0%******100
Hundredfold SelectSFHYXTactical: ManagedBlended4.2%4.2%-1.3%******100
Sound Mind InvestingSMIFXTactical: ManagedMomentum5.2%5.2%-9.9%******95
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity8.7%8.7%-7.8%******100
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short5.5%5.5%-4.7%******100
Schwab BalancedSWOBXTactical: ManagedRisk-Driven6.0%6.0%-1.7%******100
FundX Tact UpgraderTACTXTactical: ManagedMomentum0.1%0.1%4.1%******96
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global4.4%4.4%-3.4%******99
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro4.2%4.2%-3.5%******100
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi4.0%4.0%-1.3%******100
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven6.7%6.7%-4.6%******100
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi2.4%2.4%1.0%******100
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven5.6%5.6%-0.2%******100
Vanguard Conv SecVCVSXTactical: ManagedIncome: Multi2.3%2.3%-2.1%******100
Vanguard EquityVEIPXTactical: ManagedIncome: Equity6.1%6.1%-3.6%******100
VALIC Global StratVGLSXTactical: ManagedGlobal Macro5.8%5.8%-6.7%******96
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven5.9%5.9%-3.2%******100
Vanguard Hi Div YldVHDYXTactical: ManagedIncome: Equity6.1%6.1%-4.2%******100
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven5.7%5.7%3.7%******100
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral-2.3%-2.3%-4.0%******89
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi4.9%4.9%-3.9%******100
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi3.1%3.1%-0.1%******100
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven4.4%4.4%-2.0%******100
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi3.2%3.2%0.1%******100
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven3.2%3.2%0.0%******100
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt0.7%0.7%3.0%******100
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven5.6%5.6%-0.4%******100
Strategic 50-50s.5050Strategic: DIYBalanced4.8%4.8%0.3%******100
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced5.6%5.6%-0.1%******100
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity6.3%6.3%-0.6%******100
7Twelve Israelsons.712Strategic: DIYBalanced7.0%7.0%-3.5%******90
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity7.1%7.1%-1.1%******100
ETF Aggressives.aggrStrategic: DIYHigh Equity8.1%8.1%-7.2%******92
Lazy: Aronsons.aronStrategic: DIYHigh Equity6.7%6.7%-4.2%******100
Ben Stein inspireds.bensStrategic: DIYHigh Equity6.9%6.9%-4.6%******100
Harry Browne inspireds.browStrategic: DIYLow Equity3.0%3.0%0.3%******95
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced5.5%5.5%-3.0%******100
Lazy: Coffeehouses.coffStrategic: DIYBalanced6.1%6.1%-0.4%******100
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced5.0%5.0%-0.4%******100
Ray Dalio inspireds.daliStrategic: DIYLow Equity4.0%4.0%-0.3%******97
Ben Graham 50-50s.grahStrategic: DIYBalanced4.9%4.9%-3.5%******100
Safe Haven Portfolios.haveStrategic: DIYBalanced4.1%4.1%-1.4%******90
Ivy Portfolios.ivypStrategic: DIYLow Equity7.1%7.1%-1.7%******91
Six Ways from Sundays.lazyStrategic: DIYBalanced7.1%7.1%-3.3%******92
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity3.4%3.4%0.9%******100
Lazy: Margaritavilles.margStrategic: DIYBalanced5.9%5.9%-4.7%******100
ETF Moderates.modeStrategic: DIYBalanced6.2%6.2%-2.3%******100
Lazy: No Brainers.nobrStrategic: DIYHigh Equity6.9%6.9%-3.8%******100
No Equity Portfolios.noeqStrategic: DIYLow Equity5.0%5.0%3.6%******79
Permanent Pluss.plusStrategic: DIYLow Equity4.0%4.0%0.5%******94
Lazy: Second Graders.secoStrategic: DIYHigh Equity7.5%7.5%-5.0%******100
Lazy: Smart Moneys.smarStrategic: DIYBalanced5.7%5.7%-1.7%******100
Black Swan Hyperinflations.swanStrategic: DIYLow Equity6.6%6.6%-6.1%******46
David Swensen inspireds.swenStrategic: DIYBalanced6.7%6.7%-0.7%******100
Talmud Broad Markets.talbStrategic: DIYLow Equity7.2%7.2%3.6%******100
Talmud with Blue Chips.talcStrategic: DIYLow Equity6.6%6.6%3.9%******100
Talmud Equities and Golds.talgStrategic: DIYLow Equity7.8%7.8%2.2%******97
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity7.0%7.0%3.4%******96
Talmud with Small Caps.talsStrategic: DIYLow Equity7.8%7.8%3.2%******100
Worst Case Scenarios.worsStrategic: DIYLow Equity3.4%3.4%5.9%******64
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity6.7%6.7%-0.8%******100
Adaptive Allocation At.aaaaTactical: DIYAdaptive2.7%2.7%-5.8%******100
Adaptive Allocation Bt.aaabTactical: DIYAdaptive2.8%2.8%-6.4%******100
Adaptive Allocation Ct.aaacTactical: DIYAdaptive2.8%2.8%-6.8%******100
Adaptive Allocation Dt.aaadTactical: DIYAdaptive3.0%3.0%-6.2%******93
Adaptive Allocation Et.aaaeTactical: DIYAdaptive3.8%3.8%-1.9%******100
Adaptive Allocation Ft.aaafTactical: DIYAdaptive2.8%2.8%-2.5%******100
Active Combined Assett.acapTactical: DIYMomentum4.3%4.3%-3.7%******100
Minimum CdaRt.cdarTactical: DIYRisk-Driven3.7%3.7%-5.1%******100
Minimum Correlationt.cocoTactical: DIYCorrelation5.2%5.2%-2.7%******96
Minimum CvaRt.cvarTactical: DIYRisk-Driven2.7%2.7%0.3%******100
Defensive Bondt.dbndTactical: DIYMomentum0.3%0.3%3.1%******93
Equal Weight With Clustert.distTactical: DIYCorrelation6.0%6.0%0.4%******92
Dynamic Harry Brownet.dyhbTactical: DIYMomentum1.6%1.6%-1.4%******81
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven4.4%4.4%-2.5%******100
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight7.5%7.5%-2.5%******100
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum0.7%0.7%-10.8%******79
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum0.5%0.5%-13.3%******88
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum0.4%0.4%-6.3%******100
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum0.4%0.4%-4.1%******96
Minimum Drawdownt.lossTactical: DIYRisk-Driven4.6%4.6%3.6%******100
Minimum Downside MADt.maddTactical: DIYRisk-Driven2.9%2.9%-1.8%******100
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven2.9%2.9%-1.8%******100
Minimum Correlation At.mca1Tactical: DIYRisk-Driven3.7%3.7%-1.9%******96
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven4.2%4.2%-2.9%******100
Maximum Diversificationt.mdivTactical: DIYDiversification3.8%3.8%-2.4%******98
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven2.6%2.6%-2.0%******97
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven2.8%2.8%-2.3%******100
Minimum Variance At.mvarTactical: DIYRisk-Driven3.2%3.2%-1.4%******100
Pure Momentumt.pureTactical: DIYMomentum0.4%0.4%-0.7%******88
Quarterly Asset Rotationt.qaroTactical: DIYMomentum1.6%1.6%-1.7%******66
Min Downside Deviationt.risdTactical: DIYRisk-Driven3.3%3.3%0.1%******100
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven5.8%5.8%-2.3%******100
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven4.4%4.4%-1.2%******92
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven6.2%6.2%-2.6%******100
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward2.6%2.6%-2.8%******98
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward2.8%2.8%-1.9%******96
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation-0.4%-0.4%-12.9%******100
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation1.1%1.1%-8.7%******100
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation0.3%0.3%-9.7%******100
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation6.9%6.9%-4.3%******100
Target Return Post-Modernt.trddTactical: DIYTarget Return3.0%3.0%-7.4%******98
Target Return 12%t.tretTactical: DIYRisk-Driven3.1%3.1%-7.7%******100
Target Risk 10%t.trisTactical: DIYRisk-Driven2.9%2.9%-3.3%******82