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Recipe Summary Page

for period ending November 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: Arbitrage-0.7%3.0%4.2%******86
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short2.7%8.9%8.3%****** 
Aston Lake LASSOALSOXTactical: ManagedBlended0.2%-4.1%-3.3%******87
S&P AggressiveAOATactical: ManagedRisk-Driven1.5%-2.4%-1.1%******100
S&P ConservativeAOKTactical: ManagedRisk-Driven0.9%-1.8%-1.2%******96
S&P ModerateAOMTactical: ManagedRisk-Driven1.1%-1.7%-1.1%******98
S&P GrowthAORTactical: ManagedRisk-Driven1.2%-2.2%-1.2%******100
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage1.0%1.7%2.4%******90
Am Century Target DateARTOXTactical: ManagedIncome: Multi0.8%-0.8%-0.3%******99
AQR Multi-Strat AltASAIXTactical: ManagedBlended-0.6%-14.4%-13.9%******80
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return-1.6%-2.2%-2.1%******73
Dreyfus Alpha IAVGRXTactical: ManagedBlended1.4%-3.0%-3.1%******91
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi-0.3%-0.9%-0.3%******97
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven1.3%-2.7%-1.8%******97
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate-1.2%2.0%2.3%******97
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short4.5%-12.1%-8.5%******66
UBS Dyn Alpha ABNAAXTactical: ManagedBlended-0.5%-5.7%-6.1%******81
UBS Global AllocBPGLXTactical: ManagedGlobal Macro1.1%-3.9%-3.5%******91
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short0.3%-10.4%-7.8%******90
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro5.9%9.5%11.8%******100
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi1.2%4.8%4.6%******93
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi-0.2%3.2%2.9%******100
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven0.7%0.5%0.8%******100
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return-0.4%0.1%0.1%******86
ProShares Lg CapCSMTactical: ManagedHedged: 130-300.3%1.8%3.4%******100
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global0.7%-4.1%-3.6%******85
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral0.3%3.3%3.7%******98
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi2.8%-2.0%0.2%******84
Barclays Conv BondCWBTactical: ManagedIncome: Multi2.6%3.7%1.8%******100
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity2.6%-5.4%-0.6%******47
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity5.5%-14.4%-9.3%******60
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short1.6%-0.0%1.3%******98
WisdomTree ex-USDLNTactical: ManagedIncome: Equity2.4%3.2%4.6%******100
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity0.3%-13.1%-10.6%******91
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven1.9%2.3%4.0%******100
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro1.5%-4.3%-2.4%******100
WisdmTr Top 100DTNTactical: ManagedIncome: Equity1.3%-0.0%1.1%******100
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return-0.5%0.4%-0.2%******90
iShares Select DividendDVYTactical: ManagedIncome: Equity2.1%1.8%2.6%******100
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity2.9%-8.0%-6.7%******54
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return-0.4%-3.4%-3.3%******91
Fidelity BalancedFBALXTactical: ManagedRisk-Driven0.9%2.1%2.7%******100
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi1.5%3.5%3.9%******98
Fidelity EquityFEQTXTactical: ManagedIncome: Equity2.1%-0.5%1.3%******100
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt1.2%-0.6%0.6%******93
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt0.7%-0.7%0.7%******95
Federated Abs Return AFMAAXTactical: ManagedHedged: Abs Return-0.8%-14.7%-13.5%******67
FPA CrescentFPACXTactical: ManagedRisk-Driven0.6%-1.4%-0.3%******100
Fidelity PuritanFPURXTactical: ManagedRisk-Driven0.7%1.6%2.4%******100
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity2.1%2.3%2.8%******100
First Trust Focus 5FVTactical: ManagedSector Rotation2.7%1.0%1.7%****** 
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral0.5%1.2%1.5%******96
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return-0.9%-3.0%-1.4%******81
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return0.2%-0.5%0.0%******89
Aberdeen Opti AllocGASIXTactical: ManagedBlended-0.3%-1.5%-1.0%******92
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro0.8%-3.9%-2.6%******90
Goldman DynamicGDIFXTactical: ManagedGlobal Macro-1.3%-6.1%-3.8%******85
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro-0.4%-9.1%-8.4%******91
GMO Global AllocGMWAXTactical: ManagedGlobal Macro0.9%-4.7%-3.7%******92
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi-0.4%-1.7%-1.6%******89
Hedge ReplicationHDGTactical: ManagedBlended1.0%-1.7%-1.5%******86
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity4.3%5.3%7.7%******100
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short0.1%-0.3%-0.2%******99
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi1.0%-3.0%-1.9%****** 
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro1.2%-14.7%-13.5%******58
IVA WorldwideIVWIXTactical: ManagedGlobal Macro0.1%-3.5%-2.9%******96
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi0.1%-3.3%-2.2%****** 
Janus BalancedJANBXTactical: ManagedRisk-Driven1.5%5.5%6.5%******100
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return0.7%-4.8%-4.2%****** 
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral-0.1%0.4%0.8%******82
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short4.2%5.4%8.4%******100
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi-2.0%-4.5%-4.6%******100
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity3.1%4.1%5.5%******100
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity2.2%-0.3%-0.2%******100
Leuthold CoreLCORXTactical: ManagedGlobal Macro0.3%-2.6%-2.7%******100
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate-1.0%2.4%2.7%******100
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global1.8%-0.1%0.8%******100
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro1.8%0.0%1.0%******100
BlackRock Global IMALOXTactical: ManagedGlobal Macro1.3%-3.4%-2.8%******93
IQ Hedge Macro ETFMCROTactical: ManagedBlended0.8%-2.9%-2.7%******77
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity1.3%1.3%2.2%******100
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi0.0%-0.6%0.5%****** 
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt0.8%-0.6%0.5%******94
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short0.1%-11.7%-10.3%******73
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro1.6%-3.5%-2.7%******100
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short3.1%6.3%8.3%******89
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage-0.2%2.5%3.1%******95
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-30-3.0%-19.9%-18.8%******74
Grimaldi SectorNAVFXTactical: ManagedSector Rotation2.2%4.5%5.2%****** 
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global3.2%1.4%1.7%******100
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi-2.0%-4.7%-4.3%******100
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return0.2%1.8%2.1%******94
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro0.2%-6.2%-4.4%******77
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return-2.6%-8.9%-9.0%******89
DWA Tech LeadersPDPTactical: ManagedBlended0.8%3.5%2.9%******100
iShr Preferred ETFPFFTactical: ManagedIncome: Multi-2.2%-3.1%-3.7%******100
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro   ****** 
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi-2.4%-3.5%-3.9%******100
PowerShares Intl DivPIDTactical: ManagedIncome: Equity3.4%-5.7%-1.3%******68
Principal GlobMultiStratPMSAXTactical: ManagedBlended-0.4%-3.0%-2.7%******92
Pimco Income PPONPXTactical: ManagedIncome: Multi0.0%-0.4%-0.1%******100
Principal PreferredPPSIXTactical: ManagedIncome: Multi-1.5%-3.4%-3.2%******100
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity3.0%0.6%1.1%******100
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt0.9%-0.6%0.5%******94
Permanent PortfolioPRPFXStrategic: ManagedLow Equity0.7%-4.2%-2.0%******77
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi0.4%-1.0%-0.3%******96
iSh Global EnergyPWCTactical: ManagedBlended-1.1%2.6%3.3%******100
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return-0.3%2.3%2.3%******94
IQ Hedge Multi-StratQAITactical: ManagedBlended0.3%-1.6%-1.2%******86
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral-0.4%-1.1%-0.8%****** 
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short-0.5%-2.4%-1.5%******79
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro-0.1%-8.9%-7.7%******87
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return-3.3%-7.3%-4.0%****** 
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight2.6%1.9%3.2%******100
Hundredfold SelectSFHYXTactical: ManagedBlended0.3%-1.5%-0.7%******100
Sound Mind InvestingSMIFXTactical: ManagedMomentum0.1%0.1%0.9%******96
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity1.8%-2.8%-1.3%******100
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short-1.4%-2.8%-2.0%******99
Schwab BalancedSWOBXTactical: ManagedRisk-Driven1.4%1.0%1.8%******100
FundX Tact UpgraderTACTXTactical: ManagedMomentum0.2%5.3%4.4%******89
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global1.8%-0.1%0.7%******95
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro1.4%-0.3%0.5%******98
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi0.7%-0.9%-0.3%******98
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven1.5%-1.3%-0.1%******100
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi0.7%-0.9%-0.4%******98
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven1.5%2.1%2.9%******100
Vanguard Conv SecVCVSXTactical: ManagedIncome: Multi-0.1%0.0%0.0%******99
Vanguard EquityVEIPXTactical: ManagedIncome: Equity4.0%3.1%4.5%******100
VALIC Global StratVGLSXTactical: ManagedGlobal Macro0.6%-3.3%-2.7%******92
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven1.3%-0.6%0.4%******100
Vanguard Hi Div YldVHDYXTactical: ManagedIncome: Equity3.6%3.1%4.5%******100
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven2.6%7.6%7.7%******100
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral-3.6%0.2%0.4%******84
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi1.1%-2.3%-1.3%******100
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi0.8%-0.7%-0.1%******99
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven2.0%1.5%2.8%******100
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi1.6%-0.4%0.6%******100
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven1.6%-0.5%0.5%******100
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt1.2%-0.4%0.8%******94
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven1.7%2.7%3.4%******100
Strategic 50-50s.5050Strategic: DIYBalanced1.3%1.4%2.2%******100
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced1.5%2.0%2.9%******100
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity1.6%2.6%3.6%******100
7Twelve Israelsons.712Strategic: DIYBalanced0.6%-3.1%-1.6%******86
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity1.7%3.2%4.3%******100
ETF Aggressives.aggrStrategic: DIYHigh Equity2.4%-4.7%-3.0%******89
Lazy: Aronsons.aronStrategic: DIYHigh Equity1.7%-2.7%-1.5%******99
Ben Stein inspireds.bensStrategic: DIYHigh Equity1.7%-1.4%-0.1%******97
Harry Browne inspireds.browStrategic: DIYLow Equity1.1%-2.0%-0.8%******87
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced1.6%-2.4%-1.6%******96
Lazy: Coffeehouses.coffStrategic: DIYBalanced1.8%-0.4%0.3%******100
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced1.2%1.3%2.4%******100
Ray Dalio inspireds.daliStrategic: DIYLow Equity-0.1%-2.9%-1.8%******90
Ben Graham 50-50s.grahStrategic: DIYBalanced1.0%-3.3%-2.1%******97
Safe Haven Portfolios.haveStrategic: DIYBalanced1.4%-2.2%-2.1%******84
Ivy Portfolios.ivypStrategic: DIYLow Equity-0.1%-2.3%-1.2%******87
Six Ways from Sundays.lazyStrategic: DIYBalanced1.0%-2.6%-0.9%******89
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity1.9%1.6%2.8%******98
Lazy: Margaritavilles.margStrategic: DIYBalanced1.2%-2.5%-1.2%******96
ETF Moderates.modeStrategic: DIYBalanced1.7%-1.8%-0.7%******99
Lazy: No Brainers.nobrStrategic: DIYHigh Equity1.0%-1.4%-0.6%******100
No Equity Portfolios.noeqStrategic: DIYLow Equity2.3%-3.7%-2.5%******73
Permanent Pluss.plusStrategic: DIYLow Equity1.0%-2.0%-0.4%******86
Lazy: Second Graders.secoStrategic: DIYHigh Equity1.7%-0.6%0.6%******100
Lazy: Smart Moneys.smarStrategic: DIYBalanced1.5%-0.2%0.5%******100
Black Swan Hyperinflations.swanStrategic: DIYLow Equity-2.9%-7.0%-4.4%******40
David Swensen inspireds.swenStrategic: DIYBalanced2.2%-1.5%-0.4%******100
Talmud Broad Markets.talbStrategic: DIYLow Equity2.4%1.8%2.3%******100
Talmud with Blue Chips.talcStrategic: DIYLow Equity2.5%2.6%3.2%******100
Talmud Equities and Golds.talgStrategic: DIYLow Equity2.3%0.2%1.3%******92
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity3.3%0.5%1.1%******90
Talmud with Small Caps.talsStrategic: DIYLow Equity2.3%1.6%1.4%******100
Worst Case Scenarios.worsStrategic: DIYLow Equity-0.8%2.7%2.3%******56
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity2.2%-1.6%-0.5%******100
Adaptive Allocation At.aaaaTactical: DIYAdaptive1.5%-6.5%-5.3%******92
Adaptive Allocation Bt.aaabTactical: DIYAdaptive1.8%-9.0%-8.2%******92
Adaptive Allocation Ct.aaacTactical: DIYAdaptive1.9%-8.9%-8.2%******92
Adaptive Allocation Dt.aaadTactical: DIYAdaptive-1.5%-4.6%-3.6%******88
Adaptive Allocation Et.aaaeTactical: DIYAdaptive2.4%-1.4%-1.0%******94
Adaptive Allocation Ft.aaafTactical: DIYAdaptive-5.7%-2.3%-1.1%******100
Active Combined Assett.acapTactical: DIYMomentum2.8%-2.7%-1.6%******96
Minimum CdaRt.cdarTactical: DIYRisk-Driven1.4%-4.4%-3.1%******100
Minimum Correlationt.cocoTactical: DIYCorrelation1.8%-4.8%-3.9%******89
Minimum CvaRt.cvarTactical: DIYRisk-Driven1.4%0.1%1.3%******96
Defensive Bondt.dbndTactical: DIYMomentum0.4%0.1%0.1%******86
Equal Weight With Clustert.distTactical: DIYCorrelation2.1%-1.9%-0.9%******84
Dynamic Harry Brownet.dyhbTactical: DIYMomentum0.4%-4.7%-4.2%******74
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven1.7%-3.5%-2.3%******96
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight1.9%-1.9%-0.6%******98
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum4.7%1.7%3.1%******81
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum2.5%-0.8%0.5%******93
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum1.8%2.3%4.1%******100
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum1.5%1.1%2.5%******93
Minimum Drawdownt.lossTactical: DIYRisk-Driven2.1%2.2%3.5%******94
Minimum Downside MADt.maddTactical: DIYRisk-Driven1.5%-4.0%-2.7%******100
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven1.5%-4.0%-2.7%******100
Minimum Correlation At.mca1Tactical: DIYRisk-Driven1.7%-4.6%-3.4%******88
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven1.7%-4.1%-2.9%******92
Maximum Diversificationt.mdivTactical: DIYDiversification1.6%-4.9%-3.9%******91
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven1.6%-5.1%-4.0%******89
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven1.6%-4.0%-3.0%******98
Minimum Variance At.mvarTactical: DIYRisk-Driven1.6%-3.0%-1.7%******100
Pure Momentumt.pureTactical: DIYMomentum1.8%1.2%1.5%******84
Quarterly Asset Rotationt.qaroTactical: DIYMomentum0.4%1.4%1.9%******65
Min Downside Deviationt.risdTactical: DIYRisk-Driven1.6%-1.5%-0.2%******98
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven1.8%-2.2%-1.1%******100
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven1.9%-3.8%-2.8%******84
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven1.8%-2.3%-1.1%******99
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward1.5%0.7%1.8%******94
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward1.4%1.2%2.3%******91
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation7.5%8.5%6.5%******100
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation3.6%2.1%3.2%******100
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation0.4%7.9%7.3%******100
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation2.5%7.4%7.2%******100
Target Return Post-Modernt.trddTactical: DIYTarget Return1.9%1.8%3.1%******100
Target Return 12%t.tretTactical: DIYRisk-Driven1.9%0.6%1.9%******100
Target Risk 10%t.trisTactical: DIYRisk-Driven1.4%-3.5%-3.9%******77