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Recipe Summary Page

for period ending April 30, 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: Arbitrage0.8%4.0%4.8%******92
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short4.8%24.8%20.7%****** 
S&P AggressiveAOATactical: ManagedRisk-Driven2.9%13.4%5.0%******100
S&P ConservativeAOKTactical: ManagedRisk-Driven1.1%7.0%5.2%******100
S&P ModerateAOMTactical: ManagedRisk-Driven1.5%8.3%5.2%******100
S&P GrowthAORTactical: ManagedRisk-Driven2.2%10.6%5.1%******100
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage1.0%1.9%5.3%******96
Am Century Target DateARTOXTactical: ManagedIncome: Multi1.8%9.3%5.0%******100
AQR Multi-Strat AltASAIXTactical: ManagedBlended-0.4%-1.9%-12.4%******84
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return-0.6%-3.9%-4.3%******75
Dreyfus Alpha IAVGRXTactical: ManagedBlended2.1%10.6%5.2%******94
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi0.7%3.1%2.3%******100
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven1.6%9.2%3.4%******100
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate1.9%7.2%4.2%******99
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short1.5%11.1%-6.4%******70
UBS Dyn Alpha ABNAAXTactical: ManagedBlended1.4%4.9%-0.6%******83
UBS Global AllocBPGLXTactical: ManagedGlobal Macro2.4%11.6%3.1%******95
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short1.7%5.7%-7.6%******88
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro7.9%6.2%11.8%******100
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi2.7%11.5%9.1%******100
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi2.9%14.2%10.5%******100
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven0.6%6.7%7.5%******100
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return0.9%4.4%2.3%******91
ProShares Lg CapCSMTactical: ManagedHedged: 130-304.3%18.0%8.9%******100
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global3.4%13.2%1.7%******91
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral0.7%3.5%3.2%******100
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi2.9%16.7%5.7%******83
Barclays Conv BondCWBTactical: ManagedIncome: Multi2.6%15.0%10.1%******100
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity1.5%11.1%0.4%******48
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity1.5%14.4%-4.7%******63
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short5.9%15.4%10.1%******100
WisdomTree ex-USDLNTactical: ManagedIncome: Equity3.5%16.3%13.1%******100
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity2.7%12.3%-8.5%******92
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven3.2%8.7%4.6%******100
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro3.6%15.9%2.5%******100
WisdmTr Top 100DTNTactical: ManagedIncome: Equity2.5%14.4%6.3%******100
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return1.3%7.4%6.8%******96
iShares Select DividendDVYTactical: ManagedIncome: Equity2.9%14.2%8.5%******100
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity2.0%11.6%1.5%******60
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return0.2%2.2%-0.9%******96
Fidelity BalancedFBALXTactical: ManagedRisk-Driven3.3%14.3%9.3%******100
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi3.9%15.9%13.6%******100
Fidelity EquityFEQTXTactical: ManagedIncome: Equity3.7%15.7%7.9%******100
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt0.4%3.6%6.5%******98
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt0.6%4.0%6.1%******99
Federated Abs Return AFMAAXTactical: ManagedHedged: Abs Return1.0%3.8%-8.3%******74
FPA CrescentFPACXTactical: ManagedRisk-Driven4.5%15.7%7.9%******100
Fidelity PuritanFPURXTactical: ManagedRisk-Driven2.7%12.5%7.7%******100
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity1.8%13.2%11.4%******100
First Trust Focus 5FVTactical: ManagedSector Rotation2.2%21.8%7.8%****** 
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral0.6%2.5%2.7%******100
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return1.5%6.3%1.3%******86
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return1.3%6.4%3.1%******95
Aberdeen Opti AllocGASIXTactical: ManagedBlended1.3%4.1%1.4%******94
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro1.4%7.0%1.0%******95
Goldman DynamicGDIFXTactical: ManagedGlobal Macro-1.8%1.2%-1.6%******87
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro1.3%6.5%-5.4%******93
GMO Global AllocGMWAXTactical: ManagedGlobal Macro1.6%9.1%1.9%******98
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi0.4%4.0%0.9%******93
Hedge ReplicationHDGTactical: ManagedBlended1.4%6.2%1.4%******91
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity2.3%14.1%17.0%******100
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short2.2%7.0%0.4%******99
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi0.9%8.8%5.7%******94
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro3.3%13.1%-10.1%******59
IVA WorldwideIVWIXTactical: ManagedGlobal Macro3.0%9.5%1.6%******100
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi1.1%8.3%6.0%******97
Janus BalancedJANBXTactical: ManagedRisk-Driven2.8%11.7%11.9%******100
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return0.5%4.9%1.7%******91
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral-0.1%-0.2%1.6%******87
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short3.3%10.3%5.0%******100
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi0.5%12.7%9.7%******100
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity3.7%16.0%14.2%******100
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity2.0%13.8%7.9%******100
Leuthold CoreLCORXTactical: ManagedGlobal Macro1.4%5.7%-0.4%******100
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate1.7%5.2%3.1%******100
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global3.6%15.7%8.1%******100
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro3.6%15.9%8.4%******100
BlackRock Global IMALOXTactical: ManagedGlobal Macro1.6%9.1%2.0%******97
IQ Hedge Macro ETFMCROTactical: ManagedBlended0.7%5.1%0.6%******81
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity4.2%14.8%7.2%******100
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi1.9%13.0%9.4%****** 
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt0.7%3.7%5.3%******98
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short1.0%7.5%-7.4%******74
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro1.7%9.3%3.4%******100
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short3.6%18.9%13.6%******91
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage-1.4%-0.8%2.2%******96
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-301.6%10.8%-12.5%******77
Grimaldi SectorNAVFXTactical: ManagedSector Rotation3.5%13.9%6.6%****** 
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global2.4%13.4%7.1%******100
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi1.9%8.7%4.1%******100
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return0.4%2.4%3.7%******100
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro0.1%3.8%-2.9%******79
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return0.4%5.4%-2.1%******93
DWA Tech LeadersPDPTactical: ManagedBlended3.7%21.3%11.8%******100
iShr Preferred ETFPFFTactical: ManagedIncome: Multi0.7%8.5%4.7%******100
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro   ****** 
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi0.6%9.8%6.9%******100
PowerShares Intl DivPIDTactical: ManagedIncome: Equity3.5%16.5%7.1%******73
Principal GlobMultiStratPMSAXTactical: ManagedBlended1.0%4.2%1.0%******96
Pimco Income PPONPXTactical: ManagedIncome: Multi0.9%3.9%5.1%******100
Principal PreferredPPSIXTactical: ManagedIncome: Multi1.4%7.9%4.6%******100
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity4.4%15.9%6.7%******100
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt0.5%3.4%5.3%******98
Permanent PortfolioPRPFXStrategic: ManagedLow Equity0.7%8.8%3.5%******84
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi0.5%4.2%4.8%******100
iSh Global EnergyPWCTactical: ManagedBlended2.5%12.2%2.6%******100
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return0.7%4.1%2.9%******99
IQ Hedge Multi-StratQAITactical: ManagedBlended0.7%4.8%1.5%******91
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral0.8%4.2%2.5%****** 
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short-0.4%-1.8%-3.5%******85
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro2.7%14.9%-4.0%******87
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return0.6%11.3%-3.1%******61
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight3.6%18.9%10.4%******100
Hundredfold SelectSFHYXTactical: ManagedBlended1.8%7.4%4.3%******100
Sound Mind InvestingSMIFXTactical: ManagedMomentum2.9%12.9%0.7%******95
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity3.2%16.3%5.2%******100
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short1.4%6.3%-1.1%******100
Schwab BalancedSWOBXTactical: ManagedRisk-Driven2.4%12.5%7.6%******100
FundX Tact UpgraderTACTXTactical: ManagedMomentum-0.6%-0.6%2.3%******93
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global3.1%10.5%6.1%******99
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro3.1%10.3%6.0%******100
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi1.5%8.4%5.2%******100
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven2.8%13.6%6.1%******100
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi0.7%5.6%5.7%******100
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven2.4%12.2%10.0%******100
Vanguard EquityVEIPXTactical: ManagedIncome: Equity3.0%14.4%10.7%******100
VALIC Global StratVGLSXTactical: ManagedGlobal Macro1.8%8.2%-1.3%******93
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven2.6%12.4%6.7%******100
Vanguard Hi Div YldVHDYXTactical: ManagedIncome: Equity2.9%13.9%10.2%******100
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven2.6%15.3%16.8%******100
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral-2.2%-7.3%-7.9%******84
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi1.6%9.3%3.3%******100
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi1.1%6.7%5.2%******100
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven2.4%11.3%9.2%******100
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi1.1%7.9%8.4%******100
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven1.1%7.9%8.2%******100
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt0.5%3.7%6.6%******99
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven2.1%11.7%9.9%******100
Strategic 50-50s.5050Strategic: DIYBalanced2.0%10.5%9.3%******100
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced2.3%12.1%10.0%******100
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity2.7%13.7%10.7%******100
7Twelve Israelsons.712Strategic: DIYBalanced1.4%11.2%2.8%******89
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity3.1%15.3%11.4%******100
ETF Aggressives.aggrStrategic: DIYHigh Equity2.4%14.0%2.9%******92
Lazy: Aronsons.aronStrategic: DIYHigh Equity2.1%12.5%4.7%******100
Ben Stein inspireds.bensStrategic: DIYHigh Equity2.5%13.0%5.2%******100
Harry Browne inspireds.browStrategic: DIYLow Equity0.4%5.4%5.2%******94
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced1.8%10.0%4.3%******100
Lazy: Coffeehouses.coffStrategic: DIYBalanced1.8%11.2%7.7%******100
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced2.1%10.8%8.0%******100
Ray Dalio inspireds.daliStrategic: DIYLow Equity0.6%7.1%4.7%******96
Ben Graham 50-50s.grahStrategic: DIYBalanced1.7%9.6%4.3%******100
Safe Haven Portfolios.haveStrategic: DIYBalanced0.9%7.9%5.2%******90
Ivy Portfolios.ivypStrategic: DIYLow Equity1.5%12.5%5.7%******90
Six Ways from Sundays.lazyStrategic: DIYBalanced1.0%11.5%3.3%******91
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity0.7%6.8%6.2%******100
Lazy: Margaritavilles.margStrategic: DIYBalanced2.3%11.7%4.1%******100
ETF Moderates.modeStrategic: DIYBalanced1.9%11.6%6.6%******100
Lazy: No Brainers.nobrStrategic: DIYHigh Equity2.9%14.0%6.4%******100
No Equity Portfolios.noeqStrategic: DIYLow Equity-0.9%6.4%7.8%******78
Permanent Pluss.plusStrategic: DIYLow Equity0.6%7.6%7.4%******94
Lazy: Second Graders.secoStrategic: DIYHigh Equity3.2%15.3%7.0%******100
Lazy: Smart Moneys.smarStrategic: DIYBalanced2.0%10.7%6.2%******100
Black Swan Hyperinflations.swanStrategic: DIYLow Equity-0.2%6.8%-5.0%******47
David Swensen inspireds.swenStrategic: DIYBalanced1.5%12.5%8.7%******100
Talmud Broad Markets.talbStrategic: DIYLow Equity1.2%12.8%12.6%******100
Talmud with Blue Chips.talcStrategic: DIYLow Equity0.8%11.2%12.4%******100
Talmud Equities and Golds.talgStrategic: DIYLow Equity1.0%11.7%9.8%******96
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity0.4%10.3%10.4%******94
Talmud with Small Caps.talsStrategic: DIYLow Equity1.1%12.2%9.2%******100
Worst Case Scenarios.worsStrategic: DIYLow Equity-0.2%2.8%2.2%******65
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity1.5%12.5%8.4%******100
Adaptive Allocation At.aaaaTactical: DIYAdaptive-0.5%2.9%-2.3%******100
Adaptive Allocation Bt.aaabTactical: DIYAdaptive-0.1%4.4%-1.7%******100
Adaptive Allocation Ct.aaacTactical: DIYAdaptive-0.1%4.5%-1.9%******100
Adaptive Allocation Dt.aaadTactical: DIYAdaptive3.4%8.6%4.4%******92
Adaptive Allocation Et.aaaeTactical: DIYAdaptive0.9%7.5%4.3%******100
Adaptive Allocation Ft.aaafTactical: DIYAdaptive0.3%6.0%0.8%******100
Active Combined Assett.acapTactical: DIYMomentum0.6%8.9%6.2%******100
Minimum CdaRt.cdarTactical: DIYRisk-Driven0.1%6.0%0.2%******100
Minimum Correlationt.cocoTactical: DIYCorrelation0.4%8.9%3.6%******95
Minimum CvaRt.cvarTactical: DIYRisk-Driven0.3%4.4%2.5%******100
Defensive Bondt.dbndTactical: DIYMomentum0.2%2.6%5.2%******92
Equal Weight With Clustert.distTactical: DIYCorrelation0.2%9.0%6.6%******92
Dynamic Harry Brownet.dyhbTactical: DIYMomentum1.0%2.2%2.5%******78
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven0.2%7.3%4.1%******100
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight1.9%13.1%6.8%******100
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum-0.2%5.4%-3.6%******77
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum2.0%6.0%-4.6%******89
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum1.1%4.5%0.0%******100
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum1.6%4.4%1.7%******95
Minimum Drawdownt.lossTactical: DIYRisk-Driven0.2%5.3%6.6%******100
Minimum Downside MADt.maddTactical: DIYRisk-Driven-0.4%5.6%4.2%******100
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven-0.4%5.6%4.2%******100
Minimum Correlation At.mca1Tactical: DIYRisk-Driven-0.2%5.6%3.3%******95
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven-0.0%6.5%3.0%******99
Maximum Diversificationt.mdivTactical: DIYDiversification-0.3%6.6%3.2%******97
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven-0.6%3.5%2.3%******96
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven-0.2%4.0%2.3%******100
Minimum Variance At.mvarTactical: DIYRisk-Driven-0.3%5.7%4.4%******100
Pure Momentumt.pureTactical: DIYMomentum5.5%2.1%15.2%******83
Quarterly Asset Rotationt.qaroTactical: DIYMomentum-0.9%1.6%1.2%******64
Min Downside Deviationt.risdTactical: DIYRisk-Driven-0.2%5.6%5.2%******100
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven1.4%9.9%5.6%******100
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven-0.3%6.0%3.7%******92
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven1.3%10.4%5.4%******100
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward-0.5%4.1%5.4%******96
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward-0.7%3.7%5.6%******94
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation-2.7%5.3%2.1%******100
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation2.9%8.7%4.9%******100
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation2.6%6.2%-0.8%******100
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation3.2%14.7%6.2%******100
Target Return Post-Modernt.trddTactical: DIYTarget Return-0.4%4.9%-1.4%******97
Target Return 12%t.tretTactical: DIYRisk-Driven-0.3%5.6%-0.9%******99
Target Risk 10%t.trisTactical: DIYRisk-Driven1.1%6.9%4.0%******81