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Recipe Summary Page

for period ending September 30, 2018
 
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: Arbitrage0.4%3.9%4.8%******76
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short0.1%19.3%22.9%****** 
Aston Lake LASSOALSOXTactical: ManagedBlended-0.1%-0.9%0.9%******81
S&P AggressiveAOATactical: ManagedRisk-Driven-0.0%2.6%7.4%******100
S&P ConservativeAOKTactical: ManagedRisk-Driven-0.3%0.2%2.3%******89
S&P ModerateAOMTactical: ManagedRisk-Driven-0.2%0.8%3.3%******92
S&P GrowthAORTactical: ManagedRisk-Driven-0.1%1.7%5.4%******98
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage0.6%0.5%0.7%******79
Am Century Target DateARTOXTactical: ManagedIncome: Multi-0.2%2.6%5.0%******94
AQR Multi-Strat AltASAIXTactical: ManagedBlended0.4%-10.2%-9.9%******74
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return-0.6%-3.3%-4.9%******62
Dreyfus Alpha IAVGRXTactical: ManagedBlended0.1%0.6%2.8%******86
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi0.0%-0.3%0.5%******86
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven0.1%0.8%4.0%******93
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate0.8%3.6%4.0%******89
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short0.1%-7.5%-0.9%****** 
UBS Dyn Alpha ABNAAXTactical: ManagedBlended0.6%-2.6%-3.5%******71
UBS Global AllocBPGLXTactical: ManagedGlobal Macro0.3%1.1%4.6%******87
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short0.1%-7.9%-5.3%******84
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro1.3%7.5%16.5%******100
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi-0.7%9.4%11.6%******89
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi0.7%10.7%12.9%******99
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven-0.5%1.6%2.4%******97
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return0.4%2.4%3.5%******77
ProShares Lg CapCSMTactical: ManagedHedged: 130-300.5%9.2%17.0%******100
CS Liquid ETFCSMATactical: ManagedHedged: Arbitrage-2.5%-1.9%-2.0%******55
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global-0.5%2.2%7.2%******84
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral0.1%3.4%4.5%******89
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi-1.0%2.1%6.5%******82
Barclays Conv BondCWBTactical: ManagedIncome: Multi-0.6%8.3%8.0%******100
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity2.4%-0.2%6.0%******47
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity-1.5%-9.7%-3.5%******61
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short1.1%3.8%6.9%******97
WisdomTree ex-USDLNTactical: ManagedIncome: Equity0.7%5.6%12.7%******100
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity0.2%-5.1%-0.7%******90
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven-0.0%4.2%7.9%******100
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro-0.2%2.5%9.2%****** 
WisdmTr Top 100DTNTactical: ManagedIncome: Equity0.4%4.9%10.9%******100
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return0.6%2.9%2.2%******81
iShares Select DividendDVYTactical: ManagedIncome: Equity-0.4%3.8%10.1%******100
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity-0.4%-5.0%-2.1%******51
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return-0.2%-2.4%-1.4%******81
Fidelity BalancedFBALXTactical: ManagedRisk-Driven-0.2%7.4%11.2%******100
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi-0.1%7.0%9.6%******92
Fidelity EquityFEQTXTactical: ManagedIncome: Equity-0.7%3.0%8.5%******100
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt-0.6%-1.0%0.1%******82
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt-0.7%-0.5%0.9%******84
Federated Abs Return AFMAAXTactical: ManagedHedged: Abs Return-1.8%-12.0%-9.4%******59
FPA CrescentFPACXTactical: ManagedRisk-Driven0.1%3.5%6.5%******100
Fidelity PuritanFPURXTactical: ManagedRisk-Driven0.0%8.0%12.9%******100
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity-0.5%3.8%7.9%******100
First Trust Focus 5FVTactical: ManagedSector Rotation-2.2%12.2%18.7%****** 
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral0.3%1.5%2.0%******86
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return0.9%0.9%5.9%******74
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return-0.1%2.3%4.1%******82
Aberdeen Opti AllocGASIXTactical: ManagedBlended0.2%0.3%2.3%******86
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro0.3%-1.1%1.6%******84
Goldman DynamicGDIFXTactical: ManagedGlobal Macro0.0%-4.0%1.9%******76
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro-0.5%-4.2%-0.4%******86
GMO Global AllocGMWAXTactical: ManagedGlobal Macro0.4%-0.9%2.5%******87
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi0.7%-0.7%-1.6%******79
Hedge ReplicationHDGTactical: ManagedBlended-0.1%0.6%1.8%******78
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity2.1%3.3%9.2%******100
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short-0.6%5.2%8.1%******99
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi-0.8%-1.4%1.7%****** 
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro1.3%5.6%10.4%******80
IVA WorldwideIVWIXTactical: ManagedGlobal Macro0.5%0.7%3.5%******92
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi0.5%-0.9%0.3%****** 
Janus BalancedJANBXTactical: ManagedRisk-Driven0.1%8.4%14.1%******100
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return0.0%-3.4%-1.7%****** 
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral1.5%3.4%4.3%******72
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short-1.4%2.9%12.6%******93
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi-1.0%0.4%-0.6%******96
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity0.6%5.6%12.9%******100
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity-0.4%1.5%4.5%******100
Leuthold CoreLCORXTactical: ManagedGlobal Macro-1.6%0.1%3.2%******94
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate0.6%3.7%5.1%******95
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global-0.7%4.5%9.3%******98
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro-0.7%4.7%9.5%******100
BlackRock Global IMALOXTactical: ManagedGlobal Macro-0.4%-0.0%2.5%******88
IQ Hedge Macro ETFMCROTactical: ManagedBlended0.2%-1.1%0.4%******69
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity-0.1%5.6%11.2%******100
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi-0.4%2.1%3.0%****** 
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt-0.6%-0.5%0.6%******83
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short0.7%-3.7%2.2%******74
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro-0.2%-0.9%2.1%******93
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short0.4%10.4%17.0%******87
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage0.6%2.3%3.1%******85
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-302.7%-9.2%-6.7%******77
Grimaldi SectorNAVFXTactical: ManagedSector Rotation0.1%12.3%19.1%****** 
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global-0.8%3.2%7.8%******95
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi-0.1%-1.3%-0.1%******100
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return0.1%1.8%2.2%******83
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro0.7%-4.4%-2.4%******70
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return0.0%-3.4%-0.8%******84
DWA Tech LeadersPDPTactical: ManagedBlended-0.4%15.5%22.7%******100
iShr Preferred ETFPFFTactical: ManagedIncome: Multi-1.7%1.3%1.1%******93
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro   ****** 
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi-1.6%0.5%0.8%******94
PowerShares Intl DivPIDTactical: ManagedIncome: Equity0.2%-2.4%1.0%******65
Principal GlobMultiStratPMSAXTactical: ManagedBlended0.5%-0.4%1.0%****** 
Pimco Income PPONPXTactical: ManagedIncome: Multi0.2%-0.3%0.8%******100
Principal PreferredPPSIXTactical: ManagedIncome: Multi-0.3%-0.9%-0.1%******98
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity-0.3%3.5%9.1%******100
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt-0.6%-0.6%0.5%******83
Permanent PortfolioPRPFXStrategic: ManagedLow Equity-0.3%-0.9%1.8%******72
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi0.0%-0.8%-0.1%******86
iSh Global EnergyPWCTactical: ManagedBlended0.1%12.5%19.1%******100
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return0.5%3.1%3.7%******82
IQ Hedge Multi-StratQAITactical: ManagedBlended-0.1%0.9%2.8%******78
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral0.0%0.6%1.4%****** 
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short0.4%-3.0%-2.8%******67
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro-0.3%0.4%4.9%******90
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return1.1%1.4%7.5%****** 
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight0.2%7.1%13.7%******100
Hundredfold SelectSFHYXTactical: ManagedBlended0.5%1.5%3.6%******93
Sound Mind InvestingSMIFXTactical: ManagedMomentum-1.4%12.3%17.1%******100
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity-0.6%2.4%7.7%******100
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short-0.1%3.3%6.1%******99
Schwab BalancedSWOBXTactical: ManagedRisk-Driven-0.6%5.6%9.8%******100
FundX Tact UpgraderTACTXTactical: ManagedMomentum-0.8%3.3%2.7%******79
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global1.5%2.3%5.8%******89
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro1.6%2.6%6.1%******92
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi-0.1%1.9%4.1%******92
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven0.1%3.8%8.7%******100
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi-0.3%0.3%1.9%******89
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven-0.2%5.6%9.8%******100
Vanguard Conv SecVCVSXTactical: ManagedIncome: Multi-0.0%5.4%7.3%******95
Vanguard EquityVEIPXTactical: ManagedIncome: Equity0.1%4.0%10.6%******100
VALIC Global StratVGLSXTactical: ManagedGlobal Macro1.0%0.7%2.3%******88
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven-0.2%4.0%8.1%******100
Vanguard Hi Div YldVHDYXTactical: ManagedIncome: Equity0.3%4.1%10.6%******100
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven0.8%10.9%15.1%******100
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral-0.3%3.2%3.1%******77
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi0.2%0.8%4.3%******96
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi-0.2%1.3%3.3%******92
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven0.2%3.6%8.3%******100
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi-0.2%0.2%3.4%******98
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven-0.2%0.2%3.2%******99
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt-0.7%-0.8%0.4%******83
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven-0.0%6.0%9.9%******100
Strategic 50-50s.5050Strategic: DIYBalanced-0.2%4.4%7.9%******100
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced-0.1%5.6%9.8%******100
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity-0.0%6.8%11.8%******100
7Twelve Israelsons.712Strategic: DIYBalanced-0.3%2.1%6.0%******84
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity0.0%8.0%13.7%******100
ETF Aggressives.aggrStrategic: DIYHigh Equity0.1%-0.4%4.2%******88
Lazy: Aronsons.aronStrategic: DIYHigh Equity-0.5%2.4%7.1%******97
Ben Stein inspireds.bensStrategic: DIYHigh Equity0.2%3.2%7.8%******96
Harry Browne inspireds.browStrategic: DIYLow Equity-0.9%-1.1%1.4%******79
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced-0.5%0.6%3.5%******91
Lazy: Coffeehouses.coffStrategic: DIYBalanced-0.7%2.5%5.6%******100
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced-0.4%4.7%8.8%******100
Ray Dalio inspireds.daliStrategic: DIYLow Equity0.0%0.2%2.6%******84
Ben Graham 50-50s.grahStrategic: DIYBalanced0.2%-0.0%3.1%******92
Safe Haven Portfolios.haveStrategic: DIYBalanced-0.1%-2.6%-0.8%******76
Ivy Portfolios.ivypStrategic: DIYLow Equity0.0%2.8%6.9%******85
Six Ways from Sundays.lazyStrategic: DIYBalanced-0.2%2.1%5.8%******87
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity0.5%2.9%6.0%****** 
Lazy: Margaritavilles.margStrategic: DIYBalanced-0.2%2.2%6.3%******94
ETF Moderates.modeStrategic: DIYBalanced-0.6%1.8%5.3%******96
Lazy: No Brainers.nobrStrategic: DIYHigh Equity-0.4%4.3%8.0%******100
No Equity Portfolios.noeqStrategic: DIYLow Equity-2.1%-4.6%-2.9%******65
Permanent Pluss.plusStrategic: DIYLow Equity-1.0%0.3%4.3%******80
Lazy: Second Graders.secoStrategic: DIYHigh Equity0.1%5.1%10.6%******100
Lazy: Smart Moneys.smarStrategic: DIYBalanced-0.3%2.9%6.2%******99
Black Swan Hyperinflations.swanStrategic: DIYLow Equity1.3%-0.7%2.8%******40
David Swensen inspireds.swenStrategic: DIYBalanced-1.0%1.7%5.4%******98
Talmud Broad Markets.talbStrategic: DIYLow Equity-1.0%3.2%6.0%******100
Talmud with Blue Chips.talcStrategic: DIYLow Equity-0.4%2.7%6.8%******99
Talmud Equities and Golds.talgStrategic: DIYLow Equity-1.0%0.7%3.9%******87
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity-1.0%-0.9%1.9%******84
Talmud with Small Caps.talsStrategic: DIYLow Equity-1.7%4.1%5.6%******97
Worst Case Scenarios.worsStrategic: DIYLow Equity-0.7%1.8%1.2%******46
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity-1.0%1.5%5.3%******97
Adaptive Allocation At.aaaaTactical: DIYAdaptive-1.3%-1.0%5.0%******88
Adaptive Allocation Bt.aaabTactical: DIYAdaptive-2.1%-4.2%1.6%******88
Adaptive Allocation Ct.aaacTactical: DIYAdaptive-2.1%-4.2%1.6%******88
Adaptive Allocation Dt.aaadTactical: DIYAdaptive-1.9%3.1%7.8%******85
Adaptive Allocation Et.aaaeTactical: DIYAdaptive-1.2%3.8%8.2%******92
Adaptive Allocation Ft.aaafTactical: DIYAdaptive-1.5%10.8%16.7%******100
Active Combined Assett.acapTactical: DIYMomentum-1.6%-1.1%2.2%******88
Minimum CdaRt.cdarTactical: DIYRisk-Driven-1.2%-0.3%5.0%******96
Minimum Correlationt.cocoTactical: DIYCorrelation-1.5%-0.3%2.5%******86
Minimum CvaRt.cvarTactical: DIYRisk-Driven-1.0%3.9%6.8%******91
Defensive Bondt.dbndTactical: DIYMomentum-0.1%0.3%0.5%******75
Equal Weight With Clustert.distTactical: DIYCorrelation-1.4%0.2%4.1%******78
Dynamic Harry Brownet.dyhbTactical: DIYMomentum-1.3%-1.5%1.5%******66
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven-1.4%-0.3%3.4%******91
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight-1.0%2.2%6.6%******96
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum0.6%4.4%8.3%******74
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum-1.0%3.2%8.6%******84
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum0.5%5.9%12.4%******97
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum0.0%3.7%8.8%******84
Minimum Drawdownt.lossTactical: DIYRisk-Driven-1.4%3.6%6.6%******87
Minimum Downside MADt.maddTactical: DIYRisk-Driven-1.2%-1.6%3.3%******96
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven-1.2%-1.6%3.3%******96
Minimum Correlation At.mca1Tactical: DIYRisk-Driven-1.7%-2.3%0.9%******82
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven-1.4%-1.1%2.5%******87
Maximum Diversificationt.mdivTactical: DIYDiversification-1.6%-1.1%1.7%******86
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven-1.8%-3.0%0.2%******83
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven-1.6%-0.9%2.6%******93
Minimum Variance At.mvarTactical: DIYRisk-Driven-1.3%-0.3%4.0%******95
Pure Momentumt.pureTactical: DIYMomentum-0.3%8.8%12.0%******79
Quarterly Asset Rotationt.qaroTactical: DIYMomentum0.0%2.4%6.1%******58
Min Downside Deviationt.risdTactical: DIYRisk-Driven-1.5%1.0%5.0%******92
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven-1.1%1.7%6.0%******98
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven-1.4%-1.8%1.9%******78
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven-1.0%1.6%5.9%******97
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward-1.3%6.0%10.2%******89
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward-1.1%6.7%10.5%******86
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation-4.4%21.0%39.4%******100
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation0.5%5.1%11.2%******100
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation2.2%18.1%22.8%******100
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation1.0%15.3%21.8%******100
Target Return Post-Modernt.trddTactical: DIYTarget Return-1.1%6.3%10.3%******96
Target Return 12%t.tretTactical: DIYRisk-Driven-1.3%4.9%9.1%******98
Target Risk 10%t.trisTactical: DIYRisk-Driven-1.1%3.2%5.1%******75