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Recipe Summary Page

for period ending July 31, 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: Arbitrage-0.1%3.4%4.7%******68
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short0.1%10.1%15.4%****** 
Aston Lake LASSOALSOXTactical: ManagedBlended1.4%-0.7%1.9%******68
S&P AggressiveAOATactical: ManagedRisk-Driven2.5%1.9%8.9%******81
S&P ConservativeAOKTactical: ManagedRisk-Driven0.9%-0.2%3.1%******78
S&P ModerateAOMTactical: ManagedRisk-Driven1.4%0.5%4.2%******79
S&P GrowthAORTactical: ManagedRisk-Driven2.0%1.1%6.5%******81
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage-0.3%-0.3%0.2%******71
Am Century Target DateARTOXTactical: ManagedIncome: Multi1.6%1.9%5.5%******80
AQR Multi-Strat AltASAIXTactical: ManagedBlended-1.1%-9.4%-6.9%******64
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return-0.9%-1.5%-5.0%******58
Dreyfus Alpha IAVGRXTactical: ManagedBlended0.9%0.0%3.6%******70
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi0.2%-0.3%1.3%******76
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven1.7%0.4%5.1%******75
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate0.9%2.2%2.7%******72
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short2.5%-4.7%4.5%****** 
UBS Dyn Alpha ABNAAXTactical: ManagedBlended1.6%-0.9%-0.8%******66
UBS Global AllocBPGLXTactical: ManagedGlobal Macro1.8%1.1%6.2%******68
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short1.7%-4.4%0.3%******75
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro6.9%1.3%14.8%******100
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi0.0%6.2%10.1%******72
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi0.2%5.6%9.1%******77
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven0.6%1.1%2.6%******80
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return0.4%1.6%2.5%******70
ProShares Lg CapCSMTactical: ManagedHedged: 130-303.0%4.8%14.9%******96
CS Liquid ETFCSMATactical: ManagedHedged: Arbitrage-0.4%-3.4%-2.1%******48
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global1.0%1.2%7.7%******69
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral0.7%2.8%4.2%******77
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi2.5%2.3%9.8%******68
Barclays Conv BondCWBTactical: ManagedIncome: Multi0.5%6.4%7.0%******83
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity5.6%0.9%10.0%******26
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity2.3%-5.2%5.5%******33
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short3.4%1.6%3.8%******80
WisdomTree ex-USDLNTactical: ManagedIncome: Equity4.1%2.6%12.2%******96
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity1.1%-3.5%4.1%******70
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven3.0%3.0%8.7%******89
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro2.9%2.1%11.6%****** 
WisdmTr Top 100DTNTactical: ManagedIncome: Equity3.3%3.1%11.4%******96
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return1.6%1.9%2.0%******74
iShares Select DividendDVYTactical: ManagedIncome: Equity2.3%3.1%11.3%******100
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity2.6%-2.2%1.8%******32
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return0.2%-1.2%0.5%******72
Fidelity BalancedFBALXTactical: ManagedRisk-Driven2.2%5.5%11.3%******89
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi-0.4%4.2%7.2%******68
Fidelity EquityFEQTXTactical: ManagedIncome: Equity4.3%2.4%9.9%******83
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt0.3%-0.4%1.5%******76
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt0.1%-0.1%2.5%******78
Federated Abs Return AFMAAXTactical: ManagedHedged: Abs Return-0.5%-8.1%-4.7%******57
Wasatch InvFMLSXTactical: ManagedHedged: Long/Short2.7%0.5%5.6%******56
FPA CrescentFPACXTactical: ManagedRisk-Driven4.0%3.3%6.9%******85
Fidelity PuritanFPURXTactical: ManagedRisk-Driven2.1%5.2%12.6%******89
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity2.4%2.5%7.6%******89
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral0.5%1.1%1.6%******76
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return0.8%-0.2%6.7%******60
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return1.2%1.7%4.7%******69
Aberdeen Opti AllocGASIXTactical: ManagedBlended0.9%-0.1%2.5%******62
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro1.4%-0.2%3.2%******74
Goldman DynamicGDIFXTactical: ManagedGlobal Macro-1.3%-2.6%5.1%******64
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro0.5%-4.1%1.9%******67
GMO Global AllocGMWAXTactical: ManagedGlobal Macro2.0%-0.6%4.3%******74
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi0.8%-0.1%-1.1%******69
Hedge ReplicationHDGTactical: ManagedBlended1.1%0.6%2.8%******66
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity3.9%-0.1%8.4%******94
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short1.9%3.5%7.3%******75
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi1.9%-0.7%3.8%****** 
IQ AlphaHedge StratIQHIXTactical: ManagedBlended0.9%-0.2%2.5%******66
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro2.9%4.4%12.1%******51
IVA WorldwideIVWIXTactical: ManagedGlobal Macro1.9%0.6%5.1%******75
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi2.1%-0.9%1.6%****** 
Janus BalancedJANBXTactical: ManagedRisk-Driven2.5%5.7%13.6%******88
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return0.9%-2.9%-1.4%****** 
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral1.3%1.1%2.5%******62
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short1.1%1.1%16.0%******68
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi1.6%-0.7%-1.6%******82
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity4.6%3.1%13.5%******95
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity3.3%1.0%4.7%******90
Leuthold CoreLCORXTactical: ManagedGlobal Macro1.6%0.1%6.3%******74
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate0.7%2.6%4.3%******80
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global1.4%4.5%11.2%******74
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro1.4%4.6%11.5%******76
BlackRock Global IMALOXTactical: ManagedGlobal Macro1.9%0.3%3.7%******70
IQ Hedge Macro ETFMCROTactical: ManagedBlended0.8%-0.8%1.6%******55
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity4.6%4.0%12.2%******88
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi2.8%2.3%3.2%****** 
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt0.0%0.1%1.5%******78
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short2.1%-2.0%8.3%******67
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro2.3%-0.7%3.6%******78
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short3.8%7.1%14.3%******72
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage1.9%0.8%1.5%******73
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-303.1%-7.5%-2.4%******53
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global1.5%3.4%9.9%******79
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi1.4%-1.6%0.2%******85
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return0.2%1.4%2.5%******73
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro0.6%-2.5%0.5%******58
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return0.0%-3.1%0.8%******72
DWA Tech LeadersPDPTactical: ManagedBlended1.5%8.9%17.5%******87
iShr Preferred ETFPFFTactical: ManagedIncome: Multi0.2%1.7%1.2%******79
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro   ****** 
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi-0.0%0.8%1.2%******83
PowerShares Intl DivPIDTactical: ManagedIncome: Equity3.0%-1.6%5.0%******49
Principal GlobMultiStratPMSAXTactical: ManagedBlended0.8%-1.2%0.8%****** 
Pimco Income PPONPXTactical: ManagedIncome: Multi0.5%-0.2%2.3%******91
Principal PreferredPPSIXTactical: ManagedIncome: Multi0.7%-1.1%0.3%******84
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity3.6%3.1%11.5%******86
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt0.2%-0.1%1.6%******77
Permanent PortfolioPRPFXStrategic: ManagedLow Equity-0.3%-0.7%3.5%******58
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi0.7%-0.5%1.2%******75
iSh Global EnergyPWCTactical: ManagedBlended1.3%8.0%18.8%******88
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return0.2%2.7%4.0%******71
IQ Hedge Multi-StratQAITactical: ManagedBlended0.9%0.7%3.3%******69
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral0.4%0.3%1.6%****** 
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short0.7%-1.6%-1.2%******60
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro2.4%1.1%8.1%******66
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return0.2%1.9%9.7%****** 
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight3.1%4.8%13.5%******91
Hundredfold SelectSFHYXTactical: ManagedBlended0.5%0.3%2.9%******82
Sound Mind InvestingSMIFXTactical: ManagedMomentum0.5%8.1%16.8%******75
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity3.6%1.5%9.7%******84
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short2.2%1.9%7.6%******81
Schwab BalancedSWOBXTactical: ManagedRisk-Driven1.5%3.9%9.9%******86
FundX Tact UpgraderTACTXTactical: ManagedMomentum-2.4%3.3%4.3%******71
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global4.1%2.4%7.9%******74
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro4.1%2.5%8.2%******77
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi1.2%1.3%4.8%******77
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven2.4%2.7%9.8%******81
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi0.6%0.1%2.6%******78
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven2.0%3.4%9.3%******90
Vanguard Conv SecVCVSXTactical: ManagedIncome: Multi-0.3%2.3%5.7%******73
Vanguard EquityVEIPXTactical: ManagedIncome: Equity4.4%3.1%12.8%******97
VALIC Global StratVGLSXTactical: ManagedGlobal Macro3.3%1.6%4.7%******68
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven2.1%3.0%9.4%******85
Vanguard Hi Div YldVHDYXTactical: ManagedIncome: Equity4.1%2.6%12.1%******98
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven3.0%6.8%12.0%******90
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral1.0%1.7%0.3%******69
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi1.4%0.7%5.7%******77
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi0.9%0.8%3.9%******80
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven3.4%2.2%9.1%******91
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi2.1%-0.1%4.4%******88
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven2.0%-0.2%4.3%******88
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt0.1%-0.4%1.5%******77
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven2.3%3.5%8.9%******98
Strategic 50-50s.5050Strategic: DIYBalanced1.6%2.5%7.5%******88
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced2.0%3.3%9.3%******89
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity2.3%4.1%11.1%******91
7Twelve Israelsons.712Strategic: DIYBalanced1.0%2.0%7.7%******64
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity2.6%5.0%12.8%******92
ETF Aggressives.aggrStrategic: DIYHigh Equity3.0%0.7%7.9%******65
Lazy: Aronsons.aronStrategic: DIYHigh Equity1.5%1.6%8.5%******79
Ben Stein inspireds.bensStrategic: DIYHigh Equity2.5%2.5%9.1%******74
Harry Browne inspireds.browStrategic: DIYLow Equity-0.1%-1.0%2.6%******73
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced1.5%0.6%5.1%******74
Lazy: Coffeehouses.coffStrategic: DIYBalanced1.6%1.7%6.4%******82
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced1.4%3.0%8.6%******85
Ray Dalio inspireds.daliStrategic: DIYLow Equity0.4%-0.4%3.5%******74
Ben Graham 50-50s.grahStrategic: DIYBalanced1.9%-0.1%4.4%******78
Safe Haven Portfolios.haveStrategic: DIYBalanced1.2%-1.7%0.4%******65
Ivy Portfolios.ivypStrategic: DIYLow Equity0.8%1.6%7.2%******65
Six Ways from Sundays.lazyStrategic: DIYBalanced1.1%2.2%7.6%******67
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity2.0%1.9%5.5%****** 
Lazy: Margaritavilles.margStrategic: DIYBalanced1.8%1.7%7.7%******75
ETF Moderates.modeStrategic: DIYBalanced1.8%1.4%6.8%******77
Lazy: No Brainers.nobrStrategic: DIYHigh Equity2.2%3.3%9.4%******80
No Equity Portfolios.noeqStrategic: DIYLow Equity-1.0%-3.2%-1.0%******60
Permanent Pluss.plusStrategic: DIYLow Equity-0.3%-0.2%5.4%******74
Lazy: Second Graders.secoStrategic: DIYHigh Equity2.7%3.5%11.4%******81
Lazy: Smart Moneys.smarStrategic: DIYBalanced1.8%2.0%7.0%******80
Black Swan Hyperinflations.swanStrategic: DIYLow Equity-0.8%0.1%6.0%******24
David Swensen inspireds.swenStrategic: DIYBalanced1.4%1.3%6.5%******82
Talmud Broad Markets.talbStrategic: DIYLow Equity1.3%2.0%5.7%******83
Talmud with Blue Chips.talcStrategic: DIYLow Equity1.7%1.3%6.1%******83
Talmud Equities and Golds.talgStrategic: DIYLow Equity0.6%0.4%4.7%******69
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity0.8%-0.7%3.0%******68
Talmud with Small Caps.talsStrategic: DIYLow Equity0.7%3.4%6.5%******77
Worst Case Scenarios.worsStrategic: DIYLow Equity-1.2%2.9%2.1%******45
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity1.4%1.2%6.4%******81
Adaptive Allocation At.aaaaTactical: DIYAdaptive-0.4%0.3%7.4%******84
Adaptive Allocation Bt.aaabTactical: DIYAdaptive-0.0%-0.5%5.5%******84
Adaptive Allocation Ct.aaacTactical: DIYAdaptive0.0%-0.6%5.5%******84
Adaptive Allocation Dt.aaadTactical: DIYAdaptive0.1%1.0%4.8%******76
Adaptive Allocation Et.aaaeTactical: DIYAdaptive0.9%4.3%9.1%******81
Adaptive Allocation Ft.aaafTactical: DIYAdaptive1.9%11.0%15.9%******100
Active Combined Assett.acapTactical: DIYMomentum1.0%-1.8%2.1%******70
Minimum CdaRt.cdarTactical: DIYRisk-Driven0.2%0.7%7.5%******90
Minimum Correlationt.cocoTactical: DIYCorrelation0.0%0.7%5.7%******81
Minimum CvaRt.cvarTactical: DIYRisk-Driven-0.8%3.6%7.8%******85
Defensive Bondt.dbndTactical: DIYMomentum0.4%-0.0%-0.4%****** 
Equal Weight With Clustert.distTactical: DIYCorrelation0.0%0.8%5.6%******72
Dynamic Harry Brownet.dyhbTactical: DIYMomentum-0.7%-2.0%-0.2%******65
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven0.2%0.2%5.7%******83
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight1.5%2.1%8.6%******78
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum-2.4%0.6%6.8%******49
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum0.6%1.4%9.2%******69
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum0.6%3.2%11.1%******80
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum0.5%2.5%8.4%******72
Minimum Drawdownt.lossTactical: DIYRisk-Driven-0.3%3.0%8.9%******81
Minimum Downside MADt.maddTactical: DIYRisk-Driven-0.2%-0.6%5.5%******90
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven-0.2%-0.6%5.5%******91
Minimum Correlation At.mca1Tactical: DIYRisk-Driven-0.4%-1.2%3.3%******76
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven0.1%-0.4%4.9%******79
Maximum Diversificationt.mdivTactical: DIYDiversification-0.1%0.3%5.1%******82
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven-0.8%-1.7%2.7%******77
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven-0.2%-0.1%4.9%******86
Minimum Variance At.mvarTactical: DIYRisk-Driven-0.1%0.8%6.5%******90
Pure Momentumt.pureTactical: DIYMomentum1.6%3.2%8.6%******80
Quarterly Asset Rotationt.qaroTactical: DIYMomentum0.5%1.7%5.6%******54
Min Downside Deviationt.risdTactical: DIYRisk-Driven-0.1%2.3%7.5%******86
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven1.1%1.7%8.0%******82
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven-0.3%-0.4%5.0%******73
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven1.0%1.6%7.9%******81
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward0.1%3.9%7.7%******81
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward-0.0%4.4%7.1%******78
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation-2.7%13.7%46.4%******100
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation2.7%2.8%11.1%******92
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation2.3%9.2%18.0%******92
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation1.9%10.0%20.4%******77
Target Return Post-Modernt.trddTactical: DIYTarget Return-0.2%5.6%10.5%******90
Target Return 12%t.tretTactical: DIYRisk-Driven-0.1%4.6%10.2%******92
Target Risk 10%t.trisTactical: DIYRisk-Driven0.7%1.2%4.2%******72