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Recipe Summary Page

for period ending August 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: Arbitrage0.0%5.9%4.4%******93
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short0.2%26.4%5.8%******97
S&P AggressiveAOATactical: ManagedRisk-Driven-1.0%12.7%1.1%******100
S&P ConservativeAOKTactical: ManagedRisk-Driven1.0%10.6%6.7%******100
S&P ModerateAOMTactical: ManagedRisk-Driven0.5%11.0%5.6%******100
S&P GrowthAORTactical: ManagedRisk-Driven-0.0%11.7%3.4%******100
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage0.2%2.4%4.8%******97
Am Century Target DateARTOXTactical: ManagedIncome: Multi-0.1%11.1%3.6%******100
AQR Multi-Strat AltASAIXTactical: ManagedBlended-2.3%-7.0%-10.4%******79
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return1.7%-0.8%3.3%******77
Dreyfus Alpha IAVGRXTactical: ManagedBlended-0.7%9.8%1.4%******93
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi0.4%5.8%5.2%******100
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven-0.8%9.5%1.9%******100
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate-0.5%7.3%3.1%******98
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short-4.7%2.8%-4.9%******62
UBS Dyn Alpha ABNAAXTactical: ManagedBlended-0.9%3.6%0.4%******82
UBS Global AllocBPGLXTactical: ManagedGlobal Macro-0.9%11.1%1.8%******98
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short-2.3%2.3%-6.1%******83
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro-1.8%-1.0%-4.0%******100
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi-1.5%12.9%3.0%******100
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi-1.5%17.1%4.9%******100
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven0.9%11.4%9.3%******100
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return-0.2%4.6%0.8%******91
ProShares Lg CapCSMTactical: ManagedHedged: 130-30-3.0%15.2%-2.4%******100
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global-1.3%12.2%-1.5%******91
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral0.4%5.1%3.3%******100
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi-4.7%12.8%-2.3%******78
Barclays Conv BondCWBTactical: ManagedIncome: Multi-1.6%14.0%2.6%******100
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity-4.7%4.9%-0.6%******51
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity-4.0%8.0%-1.7%******64
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short-3.1%14.5%3.6%******100
WisdomTree ex-USDLNTactical: ManagedIncome: Equity-1.8%15.9%4.1%******100
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity-3.0%3.8%-11.1%******92
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven-2.6%6.9%-2.5%******100
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro-3.2%11.4%-4.2%******100
WisdmTr Top 100DTNTactical: ManagedIncome: Equity-3.1%10.8%-4.1%******100
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return-0.1%9.1%5.8%******95
iShares Select DividendDVYTactical: ManagedIncome: Equity-2.3%11.7%0.4%******100
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity-0.1%11.9%4.4%******69
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return-0.5%5.4%4.3%******98
Fidelity BalancedFBALXTactical: ManagedRisk-Driven-0.7%15.0%2.7%******100
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi-0.8%19.4%9.8%******100
Fidelity EquityFEQTXTactical: ManagedIncome: Equity-2.3%13.1%-1.6%******100
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt1.8%8.7%9.7%******100
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt2.1%9.2%9.5%******100
FPA CrescentFPACXTactical: ManagedRisk-Driven-3.1%11.7%0.1%******100
Fidelity PuritanFPURXTactical: ManagedRisk-Driven-0.1%13.9%1.1%******100
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity0.1%15.2%5.5%******100
FundX UpgraderFUNDXTactical: ManagedMomentum-0.2%20.0%2.2%******100
First Trust Focus 5FVTactical: ManagedSector Rotation-3.8%17.2%-6.3%****** 
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral0.0%2.8%1.7%******100
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return0.1%6.8%0.4%******89
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return-0.3%7.2%1.8%******97
Aberdeen Opti AllocGASIXTactical: ManagedBlended-0.2%5.0%1.5%******99
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro-2.0%4.2%-0.1%******93
Goldman DynamicGDIFXTactical: ManagedGlobal Macro-1.1%0.7%-1.1%******86
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro-0.7%5.9%-4.2%******95
GMO Global AllocGMWAXTactical: ManagedGlobal Macro-1.5%8.2%1.6%******97
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi-1.2%3.8%2.7%******92
Hedge ReplicationHDGTactical: ManagedBlended-1.2%4.8%-0.6%******91
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity-1.7%11.7%7.2%******100
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short-1.7%5.3%-6.1%******100
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi0.1%11.7%6.5%******95
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro-1.2%13.9%-11.7%******65
IVA WorldwideIVWIXTactical: ManagedGlobal Macro-3.3%4.1%-3.7%******100
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi-1.0%9.3%5.6%******94
Janus BalancedJANBXTactical: ManagedRisk-Driven0.8%15.4%7.3%******100
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return0.2%7.2%5.3%******93
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral2.4%3.4%3.5%******90
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short-4.2%6.2%-2.8%******97
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi-0.3%14.5%3.3%******100
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity-1.3%16.7%6.0%******100
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity0.1%15.1%4.2%******100
Leuthold CoreLCORXTactical: ManagedGlobal Macro1.2%8.7%0.2%******100
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate-0.4%5.4%2.1%******100
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global-0.4%18.4%6.6%******100
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro-0.3%18.7%6.9%******100
BlackRock Global IMALOXTactical: ManagedGlobal Macro0.0%10.2%1.7%******99
IQ Hedge Macro ETFMCROTactical: ManagedBlended-0.8%4.2%0.3%******80
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity-1.8%14.5%0.3%******100
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi-2.4%11.7%2.6%******88
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt1.1%7.0%7.2%******98
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short-2.0%3.2%-6.6%******69
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro0.1%11.9%4.8%******100
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short-0.5%21.8%6.6%******94
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage0.3%0.6%1.0%******100
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-30-2.8%6.1%-8.3%******79
Grimaldi SectorNAVFXTactical: ManagedSector Rotation-0.8%14.8%-3.1%****** 
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global-0.4%13.5%2.7%******100
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi0.6%12.5%7.3%******100
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return0.6%4.1%4.7%******100
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro-1.9%2.7%1.5%******78
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return0.9%9.9%3.5%******95
DWA Tech LeadersPDPTactical: ManagedBlended0.8%28.5%4.2%******100
iShr Preferred ETFPFFTactical: ManagedIncome: Multi0.6%12.9%4.4%******100
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro   ****** 
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi0.9%15.3%8.4%******100
PowerShares Intl DivPIDTactical: ManagedIncome: Equity-2.5%12.5%2.3%******74
Principal GlobMultiStratPMSAXTactical: ManagedBlended-0.1%5.7%1.8%******97
Pimco Income PPONPXTactical: ManagedIncome: Multi-1.1%4.6%5.5%******100
Principal PreferredPPSIXTactical: ManagedIncome: Multi0.9%12.6%8.1%******100
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity-2.8%14.0%-0.4%******100
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt1.8%8.0%8.4%******99
Permanent PortfolioPRPFXStrategic: ManagedLow Equity0.6%12.2%5.8%******88
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi2.0%9.8%11.1%******100
iSh Global EnergyPWCTactical: ManagedBlended-4.6%7.2%-10.8%******100
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return0.5%7.1%5.4%******100
IQ Hedge Multi-StratQAITactical: ManagedBlended-0.3%4.9%0.4%******90
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral0.2%4.9%1.9%****** 
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short-1.0%-3.2%-2.7%******85
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro-3.5%8.7%-9.6%******84
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return-1.9%8.8%-4.2%******63
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight-3.3%16.1%0.1%******100
Hundredfold SelectSFHYXTactical: ManagedBlended-1.0%6.2%2.0%******100
Sound Mind InvestingSMIFXTactical: ManagedMomentum-1.3%13.0%-9.3%******98
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity-3.1%13.3%-3.2%******98
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short-3.2%0.9%-9.3%******96
Schwab BalancedSWOBXTactical: ManagedRisk-Driven-0.4%14.0%2.7%******100
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global-0.8%8.5%2.8%******96
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro-0.8%8.3%2.7%******100
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi-0.0%10.2%4.5%******100
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven-1.2%13.2%1.6%******100
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi1.6%10.4%8.5%******100
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven-0.1%14.6%5.2%******100
Vanguard EquityVEIPXTactical: ManagedIncome: Equity-1.8%13.4%2.8%******100
VALIC Global StratVGLSXTactical: ManagedGlobal Macro-3.9%1.9%-6.2%******89
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven-0.6%13.5%3.1%******100
Vanguard Hi Div YldVHDYXTactical: ManagedIncome: Equity-2.0%12.2%1.8%******100
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven1.2%22.3%13.4%******100
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral1.1%-8.2%-11.5%******83
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi-0.5%9.0%2.2%******100
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi0.8%9.9%6.2%******100
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven0.4%14.6%7.1%******100
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi1.7%13.0%9.7%******100
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven1.7%12.9%9.6%******100
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt1.9%8.7%9.9%******100
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven0.3%14.4%5.1%******100
Strategic 50-50s.5050Strategic: DIYBalanced0.3%13.8%6.3%******100
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced-0.1%14.6%5.4%******100
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity-0.6%15.4%4.4%******100
7Twelve Israelsons.712Strategic: DIYBalanced-1.2%10.2%-0.7%******90
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity-1.1%16.3%3.4%******100
ETF Aggressives.aggrStrategic: DIYHigh Equity-2.9%11.6%0.8%******93
Lazy: Aronsons.aronStrategic: DIYHigh Equity-0.5%13.3%1.9%******100
Ben Stein inspireds.bensStrategic: DIYHigh Equity-1.6%11.3%0.4%******100
Harry Browne inspireds.browStrategic: DIYLow Equity4.4%15.9%14.5%******98
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced-0.7%10.1%2.1%******100
Lazy: Coffeehouses.coffStrategic: DIYBalanced-0.1%13.0%4.1%******100
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced0.1%13.6%4.7%******100
Ray Dalio inspireds.daliStrategic: DIYLow Equity1.8%12.8%8.9%******97
Ben Graham 50-50s.grahStrategic: DIYBalanced0.1%11.5%4.4%******100
Safe Haven Portfolios.haveStrategic: DIYBalanced3.4%14.6%12.3%******93
Ivy Portfolios.ivypStrategic: DIYLow Equity-0.3%13.2%2.6%******91
Six Ways from Sundays.lazyStrategic: DIYBalanced-0.9%11.2%0.1%******92
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity1.2%9.8%7.0%******100
Lazy: Margaritavilles.margStrategic: DIYBalanced-0.7%11.9%1.7%******100
ETF Moderates.modeStrategic: DIYBalanced-0.2%13.2%4.1%******100
Lazy: No Brainers.nobrStrategic: DIYHigh Equity-1.1%13.7%0.9%******100
No Equity Portfolios.noeqStrategic: DIYLow Equity7.6%22.7%22.6%******84
Permanent Pluss.plusStrategic: DIYLow Equity6.0%22.0%19.0%******100
Lazy: Second Graders.secoStrategic: DIYHigh Equity-1.6%14.2%0.7%******100
Lazy: Smart Moneys.smarStrategic: DIYBalanced-1.2%10.3%1.6%******100
Black Swan Hyperinflations.swanStrategic: DIYLow Equity-1.3%8.1%0.0%******50
David Swensen inspireds.swenStrategic: DIYBalanced1.6%17.3%7.7%******100
Talmud Broad Markets.talbStrategic: DIYLow Equity1.5%17.7%9.1%******100
Talmud with Blue Chips.talcStrategic: DIYLow Equity1.5%15.8%9.4%******100
Talmud Equities and Golds.talgStrategic: DIYLow Equity3.2%21.0%14.4%******100
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity3.1%19.1%15.2%******99
Talmud with Small Caps.talsStrategic: DIYLow Equity-0.1%13.6%2.0%******100
Worst Case Scenarios.worsStrategic: DIYLow Equity1.9%4.5%6.6%******68
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity1.6%17.2%7.5%******100
Adaptive Allocation At.aaaaTactical: DIYAdaptive-0.6%1.0%-4.7%******99
Adaptive Allocation Bt.aaabTactical: DIYAdaptive-0.8%2.4%-3.2%******99
Adaptive Allocation Ct.aaacTactical: DIYAdaptive-0.8%2.2%-3.6%******99
Adaptive Allocation Dt.aaadTactical: DIYAdaptive6.9%14.2%3.0%******96
Adaptive Allocation Et.aaaeTactical: DIYAdaptive-1.8%3.6%-4.6%******95
Adaptive Allocation Ft.aaafTactical: DIYAdaptive3.7%11.2%-0.9%******100
Active Combined Assett.acapTactical: DIYMomentum3.3%17.5%9.6%******100
Minimum CdaRt.cdarTactical: DIYRisk-Driven4.7%12.9%7.1%******100
Minimum Correlationt.cocoTactical: DIYCorrelation3.8%18.5%10.1%******97
Minimum CvaRt.cvarTactical: DIYRisk-Driven2.6%11.5%9.7%******100
Defensive Bondt.dbndTactical: DIYMomentum1.9%5.7%7.0%******93
Equal Weight With Clustert.distTactical: DIYCorrelation4.9%20.6%15.2%******96
Dynamic Harry Brownet.dyhbTactical: DIYMomentum5.9%13.5%11.4%******88
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven3.3%15.9%10.3%******100
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight1.0%16.9%6.2%******100
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum3.7%13.1%2.1%******84
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum1.0%6.9%-6.8%******92
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum2.0%7.8%-0.3%******100
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum1.0%4.6%-1.3%******97
Minimum Drawdownt.lossTactical: DIYRisk-Driven4.4%14.5%12.4%******100
Minimum Downside MADt.maddTactical: DIYRisk-Driven5.8%17.8%16.4%******100
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven5.8%17.8%16.4%******100
Minimum Correlation At.mca1Tactical: DIYRisk-Driven5.3%17.6%14.2%******99
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven3.9%16.3%11.2%******100
Maximum Diversificationt.mdivTactical: DIYDiversification4.9%18.0%12.5%******100
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven6.2%16.7%15.4%******100
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven5.5%15.2%12.3%******100
Minimum Variance At.mvarTactical: DIYRisk-Driven5.6%17.9%15.7%******100
Pure Momentumt.pureTactical: DIYMomentum11.0%5.3%3.4%******89
Quarterly Asset Rotationt.qaroTactical: DIYMomentum9.5%17.1%13.5%******77
Min Downside Deviationt.risdTactical: DIYRisk-Driven5.3%16.9%14.8%******100
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven1.7%14.6%6.5%******100
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven4.0%16.9%13.6%******96
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven1.6%15.5%6.9%******100
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward6.6%13.4%4.4%******100
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward6.9%11.8%3.7%******98
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation-0.9%-14.5%-34.4%******92
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation-0.7%8.6%-1.9%******100
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation-1.9%-1.8%-17.4%******94
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation-1.6%13.2%-3.7%******100
Target Return Post-Modernt.trddTactical: DIYTarget Return6.0%15.1%0.6%******100
Target Return 12%t.tretTactical: DIYRisk-Driven5.6%17.8%2.8%******100
Target Risk 10%t.trisTactical: DIYRisk-Driven5.5%10.2%1.8%******86