All Portfolios, ranked by VizMetrics Score

for period ending June 30, 2020

Use the table below to compare the performance of all the portfolios in this peer group. You may sort by any column by clicking on the column headings in the gray row.

Recipe Name	ID	Peer Group	Category	1 year	3 year	5 year	7 year	10 year	15 year	1 year	3 year	5 year	7 year	10 year	15 year
				VizMetrics Score						Total Return, annualized
			Group average	67	80	84	91	95	92	2.4%	4.4%	4.6%	5.6%	7.3%	7.3%

AQR Divers N	ADANX	Tactical: Managed	Hedged: Arbitrage	76	93	96	91	93		5.1%	4.6%	4.1%	2.1%	2.3%
AlphaClone Alternative	ALFA	Tactical: Managed	Hedged: Long/Short	58	82	59	84			8.5%	13.2%	5.0%	9.2%
S&P Aggressive	AOA	Tactical: Managed	Risk-Driven	62	78	84	97	100		2.1%	5.4%	6.0%	7.7%	9.8%
S&P Conservative	AOK	Tactical: Managed	Risk-Driven	81	98	100	100	100		5.6%	5.2%	5.0%	5.0%	5.4%
S&P Moderate	AOM	Tactical: Managed	Risk-Driven	79	95	99	100	100		4.9%	5.3%	5.1%	5.7%	6.3%
S&P Growth	AOR	Tactical: Managed	Risk-Driven	70	86	92	100	100		3.5%	5.4%	5.6%	6.8%	8.0%
Arbitrage I	ARBNX	Tactical: Managed	Hedged: Arbitrage	83	96	100	100	100	100	3.3%	2.5%	2.8%	2.5%	2.5%	3.3%
Am Century Target Date	ARTOX	Tactical: Managed	Income: Multi	75	90	94	100	100	97	4.1%	5.0%	4.8%	5.4%	6.7%	5.3%
AQR Multi-Strat Alt	ASAIX	Tactical: Managed	Blended	5	5	24	48			-31.5%	-16.9%	-9.0%	-5.3%
Absolute Strategies I	ASFIX	Tactical: Managed	Hedged: Abs Return	78	78	77	81	85		0.6%	-1.5%	-1.3%	-1.3%	-0.1%
Dreyfus Alpha I	AVGRX	Tactical: Managed	Blended	69	79	76	91	97		0.3%	2.0%	1.2%	3.8%	5.8%
BlackRock Strat Inc Opp	BASIX	Tactical: Managed	Income: Multi	75	91	94	98	100		2.4%	2.9%	2.6%	2.8%	3.5%
Ibbotson Balanced	BETFX	Tactical: Managed	Risk-Driven	64	79	86	95	99		0.7%	3.5%	4.3%	5.4%	6.5%
PwrSh Sr Loan Portfolio	BKLN	Tactical: Managed	Income: Float Rate	67	84	89	93			-1.8%	1.6%	2.1%	2.1%
BlackRock EmMkt A	BLSAX	Tactical: Managed	Hedged: Long/Short	41	49	48	56			-4.8%	0.8%	-0.5%	-1.0%
UBS Dyn Alpha A	BNAAX	Tactical: Managed	Blended	65	72	67	79	85	77	-1.7%	-1.1%	-1.7%	-0.1%	1.8%	1.5%
UBS Global Alloc	BPGLX	Tactical: Managed	Global Macro	64	79	80	92	93	74	1.0%	3.9%	3.7%	5.3%	6.3%	4.3%
Robeco Long/Short I	BPLSX	Tactical: Managed	Hedged: Long/Short	46	45	64	71	91	90	-8.9%	-5.0%	0.6%	0.9%	5.6%	7.4%
Berkshire Hathaway Inc	BRK.A	Tactical: Managed	Global Macro	31	59	75	86	93	84	-16.0%	1.6%	5.5%	6.9%	8.4%	8.1%
Calamos Convertible A	CCVIX	Tactical: Managed	Income: Multi	95	100	100	100	100	92	21.3%	12.8%	9.1%	9.0%	8.5%	7.1%
Invesco Convertible Y	CNSDX	Tactical: Managed	Income: Multi	86	100	97	100	100	94	14.9%	11.3%	7.9%	8.3%	9.5%	8.0%
Columbia Thermostat Z	COTZX	Tactical: Managed	Risk-Driven	100	100	100	100	100	95	21.0%	10.7%	7.8%	7.4%	9.4%	7.0%
IQ CPI Hedge ETF	CPI	Tactical: Managed	Hedged: Abs Return	75	89	91	94	93		-0.4%	1.3%	1.3%	1.4%	1.3%
ProShares Lg Cap	CSM	Tactical: Managed	Hedged: 130-30	55	72	84	99	100		2.4%	7.3%	9.0%	11.0%	13.1%
Calamos Global Growth	CVLOX	Tactical: Managed	Income: Global	71	81	82	91	93	84	8.0%	6.6%	5.5%	6.2%	6.5%	6.2%
Calamos Market Neu Inc	CVSIX	Tactical: Managed	Hedged: Mkt Neutral	82	99	100	100	100	97	3.1%	3.6%	3.5%	3.6%	4.3%	3.6%
Gugg Multi-Asset	CVY	Tactical: Managed	Income: Multi	0	14	25	40	59		-22.7%	-4.1%	-0.6%	-0.3%	4.5%
Barclays Conv Bond	CWB	Tactical: Managed	Income: Multi	86	94	100	100	100		18.1%	11.0%	10.0%	10.4%	10.4%
WisdmTr EM HiYld	DEM	Tactical: Managed	Income: Equity	22	46	42	46	46		-15.0%	0.3%	0.7%	0.0%	1.8%
WisdmTr EM SmCap	DGS	Tactical: Managed	Income: Equity	22	35	42	50	48		-13.6%	-1.5%	1.5%	1.0%	3.1%
Diamond Hill Long-Short I	DHLSX	Tactical: Managed	Hedged: Long/Short	40	56	65	80	90	82	-8.1%	0.6%	2.6%	4.4%	6.6%	5.2%
WisdomTree ex-US	DLN	Tactical: Managed	Income: Equity	50	72	85	96	100		-1.3%	6.3%	8.0%	9.3%	12.3%
WisdmTr Intl SmCap	DLS	Tactical: Managed	Income: Equity	23	29	47	66	74		-11.6%	-4.0%	1.6%	4.1%	6.7%
Dodge & Cox Balanced	DODBX	Tactical: Managed	Risk-Driven	51	65	77	92	100	80	-1.4%	2.7%	5.0%	7.0%	9.5%	6.2%
DFA Select Hedged	DSHGX	Tactical: Managed	Global Macro	44	58	66	84			-2.6%	3.3%	4.9%	7.4%
WisdmTr Top 100	DTN	Tactical: Managed	Income: Equity	27	42	58	76	97		-10.7%	-0.1%	3.7%	5.9%	10.3%
MFS Target Return A	DVRAX	Tactical: Managed	Hedged: Abs Return	77	93	87	94	100		2.5%	3.4%	1.7%	2.6%	3.8%
iShares Select Dividend	DVY	Tactical: Managed	Income: Equity	20	41	66	81	99	68	-15.5%	-0.8%	5.0%	6.9%	10.4%	5.5%
SPDR S&P Int'l	DWX	Tactical: Managed	Income: Equity	32	51	52	59	53		-11.9%	-1.1%	0.2%	0.9%	2.2%
EatonVance GlobalMacro	EIGMX	Tactical: Managed	Hedged: Abs Return	79	89	95	97	96	100	4.9%	2.5%	2.9%	2.7%	2.4%	4.1%
Fidelity Balanced	FBALX	Tactical: Managed	Risk-Driven	79	94	97	100	100	95	10.6%	9.3%	8.3%	9.7%	10.5%	7.8%
Fidelity Convertibles	FCVSX	Tactical: Managed	Income: Multi	89	100	95	100	100	77	15.4%	11.9%	7.7%	8.2%	9.8%	7.8%
Fidelity Equity	FEQTX	Tactical: Managed	Income: Equity	40	55	67	83	93	66	-5.4%	2.4%	4.9%	6.9%	9.6%	5.3%
Fidelity Muni	FHIGX	Tactical: Managed	Income: Tax Exempt	76	95	97	100	100	100	2.7%	4.1%	3.8%	4.2%	4.3%	4.2%
Nuveen Amer Muni	FLAAX	Tactical: Managed	Income: Tax Exempt	75	95	97	100	100	99	3.1%	4.3%	4.2%	4.8%	5.2%	4.7%
FPA Crescent	FPACX	Tactical: Managed	Risk-Driven	45	61	71	86	96	90	-4.2%	2.1%	4.0%	5.6%	7.7%	6.8%
Fidelity Puritan	FPURX	Tactical: Managed	Risk-Driven	84	98	100	100	100	97	11.1%	9.6%	8.3%	9.8%	10.6%	7.8%
Fidelity Strategic	FSDIX	Tactical: Managed	Income: Equity	61	80	91	99	100	79	0.9%	5.4%	6.8%	7.6%	10.2%	6.7%
FundX Upgrader	FUNDX	Tactical: Managed	Momentum	67	86	81	96	100	75	6.3%	10.3%	7.5%	9.6%	10.7%	7.0%
First Trust Focus 5	FV	Tactical: Managed	Sector Rotation	64	76	66				6.4%	9.5%	6.2%
Gabelli ABC AAA	GABCX	Tactical: Managed	Hedged: Mkt Neutral	75	89	94	98	100	100	0.2%	1.3%	1.8%	2.0%	2.8%	3.5%
Natixis ASG Global	GAFYX	Tactical: Managed	Hedged: Abs Return	64	80	70	83	86		-4.2%	1.2%	-0.8%	1.5%	2.9%
Goldman Sachs Instl	GARTX	Tactical: Managed	Hedged: Abs Return	64	82	85	92	91		-3.1%	1.6%	1.8%	2.7%	2.4%
Aberdeen Opti Alloc	GASIX	Tactical: Managed	Blended	65	81	81	91	91	73	-2.4%	0.6%	0.3%	1.8%	4.2%	3.6%
GMO Benchm-Free	GBMFX	Tactical: Managed	Global Macro	52	69	72	83	92	96	-5.7%	0.2%	0.8%	2.1%	4.2%	5.3%
Goldman Dynamic	GDIFX	Tactical: Managed	Global Macro	66	80	82	88	89		-4.3%	-0.2%	0.7%	1.7%	2.8%
Leuthold Global	GLBIX	Tactical: Managed	Global Macro	63	69	75	88	92		-1.4%	-0.3%	1.1%	3.1%	5.0%
GMO Global Alloc	GMWAX	Tactical: Managed	Global Macro	54	71	77	87	95	90	-4.3%	1.4%	2.5%	3.7%	5.5%	5.0%
Goldman Sachs Strat Inc	GSZAX	Tactical: Managed	Income: Multi	72	81	83	87	91		2.1%	0.9%	0.9%	0.7%	2.0%
Hedge Replication	HDG	Tactical: Managed	Blended	73	83	85	91			1.2%	1.7%	1.6%	2.1%
iShares Hi Div Equity	HDV	Tactical: Managed	Income: Equity	34	60	75	86			-10.5%	2.9%	5.7%	6.7%
Hancock Horizon Inst	HHQTX	Tactical: Managed	Hedged: Long/Short	49	61	66	83	93		-6.8%	-0.6%	0.5%	3.4%	7.0%
ETF: SPDR Inc Alloc	INKM	Tactical: Managed	Income: Multi	46	67	75	82			-4.5%	2.1%	3.4%	3.6%
Ivy Asset Strategy	IVAEX	Tactical: Managed	Global Macro	54	43	39	58	63	75	0.3%	0.9%	-0.7%	1.6%	4.3%	6.5%
IVA Worldwide	IVWIX	Tactical: Managed	Global Macro	44	60	71	85	91		-9.0%	-1.0%	1.5%	3.4%	5.2%
iSh MultiAsset Income	IYLD	Tactical: Managed	Income: Multi	39	57	69	79			-6.6%	0.5%	2.9%	3.5%
Janus Balanced	JANBX	Tactical: Managed	Risk-Driven	79	100	100	100	100	100	8.5%	10.4%	8.8%	9.3%	10.0%	8.5%
Jhancock Global Abs Ret I	JHAIX	Tactical: Managed	Hedged: Abs Return	80	90	87	94			1.9%	1.5%	0.6%	1.8%
JPMorgan Mkt Neutral A	JMNAX	Tactical: Managed	Hedged: Mkt Neutral	90	99	94	95	90	94	8.0%	4.3%	2.3%	2.0%	1.1%	2.0%
KCM MacroTrends	KCMTX	Tactical: Managed	Hedged: Long/Short	53	75	72	88	85		-8.4%	4.0%	3.0%	5.9%	6.0%
Inst: Forward Select	KIFYX	Tactical: Managed	Income: Multi	11	24	40	60	77	50	-13.8%	-3.8%	0.4%	2.6%	6.0%	3.8%
Columbia Div Income	LBSAX	Tactical: Managed	Income: Equity	58	81	94	100	100	91	0.2%	7.4%	9.1%	9.7%	12.0%	8.4%
Invesco Divers Dividend	LCEIX	Tactical: Managed	Income: Equity	40	57	71	88	100	81	-7.7%	1.0%	4.0%	6.5%	9.6%	6.8%
Leuthold Core	LCORX	Tactical: Managed	Global Macro	72	85	90	100	100	87	2.9%	3.5%	4.0%	6.2%	6.5%	5.9%
Lord Abbett Float Rate	LFRAX	Tactical: Managed	Income: Float Rate	45	65	75	83	90		-7.5%	-0.2%	1.6%	2.1%	3.5%
Loomis Global Eq A	LGMAX	Tactical: Managed	Income: Global	73	94	98	100	100	90	6.4%	9.0%	8.2%	8.7%	10.1%	8.5%
Loomis Global Eq Y	LSWWX	Tactical: Managed	Global Macro	73	95	99	100	100	92	6.6%	9.2%	8.4%	9.2%	10.5%	8.9%
BlackRock Global I	MALOX	Tactical: Managed	Global Macro	76	86	88	97	98	94	6.9%	4.9%	4.5%	5.4%	6.4%	6.5%
IQ Hedge Macro ETF	MCRO	Tactical: Managed	Blended	75	85	87	87	83		2.5%	1.8%	1.7%	1.1%	1.0%
BlackRock Eq Dividend	MDDVX	Tactical: Managed	Income: Equity	44	62	78	89	100	84	-4.9%	3.6%	6.7%	7.7%	10.3%	7.5%
FirstTrust Multi-Asset	MDIV	Tactical: Managed	Income: Multi	0	18	30	46			-21.2%	-5.0%	-1.4%	-0.4%
BlackRock Nat'l Muni	MDNLX	Tactical: Managed	Income: Tax Exempt	77	94	97	100	100	100	2.5%	3.3%	3.2%	3.7%	4.2%	4.1%
MainStay Marketfield A	MFADX	Tactical: Managed	Hedged: Long/Short	67	72	67	68	82		4.0%	3.1%	1.0%	-0.3%	3.3%
MFS Global Tot Ret	MFWIX	Tactical: Managed	Global Macro	66	82	89	97	100	94	1.2%	3.7%	4.7%	5.7%	7.3%	6.3%
Aberdeen Long-Short A	MLSAX	Tactical: Managed	Hedged: Long/Short	77	92	90	91	91	90	12.4%	11.7%	8.0%	6.5%	5.9%	5.0%
IQ Merger Arbitrage	MNA	Tactical: Managed	Hedged: Arbitrage	67	79	86	94	92		-0.1%	0.8%	2.1%	3.0%	2.6%
MainStay Int'l Opp	MYITX	Tactical: Managed	Hedged: 130-30	34	31	36	60	67		-9.8%	-5.5%	-2.4%	1.3%	5.0%
Grimaldi Sector	NAVFX	Tactical: Managed	Sector Rotation	54	71	73	89			1.2%	6.9%	6.0%	8.0%
Neuberger Berman Eq Inc	NBHAX	Tactical: Managed	Income: Global	40	62	73	84	94		-7.6%	2.3%	4.6%	5.5%	7.6%
Nuveen Preferred I	NPSRX	Tactical: Managed	Income: Multi	56	72	85	94	100		0.1%	2.4%	4.5%	5.2%	7.5%
Putnam Abs Ret 100 Y	PARYX	Tactical: Managed	Hedged: Abs Return	80	98	100	100	99		2.9%	3.3%	2.7%	2.3%	1.9%
PIMCO All-Asset	PAUIX	Tactical: Managed	Global Macro	44	60	65	71	75	82	-7.2%	-1.0%	0.8%	0.7%	2.2%	3.6%
Putnam 700 Y	PDMYX	Tactical: Managed	Hedged: Abs Return	60	75	80	90	93		-8.3%	-1.8%	-0.2%	1.6%	2.5%
DWA Tech Leaders	PDP	Tactical: Managed	Blended	76	93	89	100	100		12.1%	13.2%	9.8%	12.0%	14.3%
iShr Preferred ETF	PFF	Tactical: Managed	Income: Multi	59	73	83	92	98		-0.7%	1.5%	3.2%	4.2%	5.5%
PIMCO Global Multi	PGAIX	Tactical: Managed	Global Macro
PowerSh Preferred ETF	PGX	Tactical: Managed	Income: Multi	68	85	96	100	100		1.4%	3.2%	5.1%	5.7%	6.6%
PowerShares Intl Div	PID	Tactical: Managed	Income: Equity	5	26	24	44	56		-22.0%	-3.6%	-2.7%	-0.4%	3.2%
Principal GlobMultiStrat	PMSAX	Tactical: Managed	Blended	67	80	85	92			-0.8%	0.9%	1.3%	2.1%
Pimco Income P	PONPX	Tactical: Managed	Income: Multi	69	89	99	100	100		0.6%	3.2%	4.6%	5.2%	7.4%
Principal Preferred	PPSIX	Tactical: Managed	Income: Multi	64	80	91	99	100	85	2.1%	3.2%	4.8%	5.4%	7.0%	5.8%
T. Rowe Equity Income	PRFDX	Tactical: Managed	Income: Equity	29	47	61	76	90	69	-11.2%	0.9%	4.2%	5.7%	9.1%	5.8%
T. Rowe Summit Muni	PRINX	Tactical: Managed	Income: Tax Exempt	75	93	96	100	100	100	2.3%	3.5%	3.6%	4.1%	4.4%	4.3%
Permanent Portfolio	PRPFX	Strategic: Managed	Low Equity	78	91	93	95	92	94	8.5%	6.3%	5.5%	5.0%	5.1%	6.3%
T. Rowe Global Bond	PRSNX	Tactical: Managed	Income: Multi	72	90	96	99	100		3.6%	4.4%	4.6%	4.3%	4.7%
iSh Global Energy	PWC	Tactical: Managed	Blended	34	54	62	84	95	70	-8.5%	2.7%	4.6%	8.1%	11.2%	6.3%
Putnam Abs Ret 300 Y	PYTRX	Tactical: Managed	Hedged: Abs Return	70	88	91	94	94		0.5%	2.7%	2.6%	2.4%	2.3%
IQ Hedge Multi-Strat	QAI	Tactical: Managed	Blended	75	88	87	93	94		1.6%	2.3%	1.4%	2.2%	2.4%
IQ Hedge ETF	QMN	Tactical: Managed	Hedged: Mkt Neutral	76	91	92	94			1.3%	1.8%	1.4%	1.4%
RAFI Long-Short	RALS	Tactical: Managed	Hedged: Long/Short	59	68	68	74			-9.2%	-4.7%	-3.6%	-2.6%
RiverFront GlobalGro	RLTSX	Tactical: Managed	Global Macro	45	48	54	73	76		-3.5%	0.1%	1.9%	4.5%	6.0%
MultiAsset ETF	RLY	Tactical: Managed	Hedged: Abs Return	32	50	48	56			-12.9%	-1.3%	-1.7%	-1.3%
S&P 500 Equal Weight	RSP	Strategic: Managed	Equal Weight	40	60	71	90	100	76	-3.4%	5.2%	6.9%	9.4%	12.3%	8.3%
Hundredfold Select	SFHYX	Tactical: Managed	Blended	100	100	100	100	100	100	14.8%	7.6%	7.0%	6.1%	6.8%	6.5%
Sound Mind Investing	SMIFX	Tactical: Managed	Momentum	45	58	61	79	87		-3.7%	3.1%	3.6%	6.1%	8.3%
Schwab Div Equity	SWDSX	Tactical: Managed	Income: Equity	26	42	51	72	88	72	-12.7%	-0.6%	2.0%	5.0%	8.8%	5.6%
Schwab Hedged Eq	SWHEX	Tactical: Managed	Hedged: Long/Short	50	60	71	86	91	81	-6.7%	-1.4%	1.7%	4.0%	5.4%	3.7%
Schwab Balanced	SWOBX	Tactical: Managed	Risk-Driven	77	94	96	100	100	94	7.1%	7.8%	6.9%	8.3%	9.2%	6.3%
Thornburg Inv Income A	TIBAX	Tactical: Managed	Income: Global	33	53	58	74	84	79	-8.9%	1.0%	1.9%	3.8%	6.1%	6.1%
Thornburg Inv Income Y	TIBIX	Tactical: Managed	Global Macro	33	53	59	77	87	82	-8.7%	1.1%	2.2%	4.6%	6.8%	6.7%
T. Rowe Retire Balanced	TRRIX	Tactical: Managed	Income: Multi	74	91	96	100	100	97	4.3%	5.1%	5.0%	5.3%	6.2%	5.3%
Vanguard LifeStrat Growth	VASGX	Tactical: Managed	Risk-Driven	64	81	87	98	100	82	3.6%	6.4%	6.6%	8.0%	9.4%	6.5%
Vanguard LifeStrategy	VASIX	Tactical: Managed	Income: Multi	87	100	100	100	100	100	6.7%	5.6%	5.0%	5.1%	5.2%	4.7%
Vanguard Balanced	VBIAX	Tactical: Managed	Risk-Driven	79	97	100	100	100	100	8.3%	8.6%	8.0%	9.0%	10.1%	7.5%
Vanguard Equity	VEIPX	Tactical: Managed	Income: Equity	44	67	82	94	100	85	-5.5%	4.3%	7.1%	8.4%	11.9%	7.9%
VALIC Global Strat	VGLSX	Tactical: Managed	Global Macro	57	64	67	83	89		-4.4%	-0.6%	0.8%	3.4%	6.1%
Vanguard STAR Inv	VGSTX	Tactical: Managed	Risk-Driven	79	93	97	100	100	95	9.2%	8.2%	7.5%	8.6%	9.6%	7.2%
ValueLine AssetAlloc	VLAAX	Tactical: Managed	Risk-Driven	79	100	100	100	100	97	8.2%	11.8%	9.8%	10.2%	11.8%	8.2%
Vanguard Market Neutral	VMNFX	Tactical: Managed	Hedged: Mkt Neutral	68	62	70	80	84	83	-3.9%	-5.2%	-2.3%	-0.7%	0.4%	0.5%
Vanguard Managed Payout	VPGDX	Tactical: Managed	Income: Multi	58	75	83	94	100		-2.1%	2.7%	3.7%	5.2%	7.1%
Vanguard Target Retire	VTINX	Tactical: Managed	Income: Multi	82	99	100	100	100	100	5.7%	5.4%	4.9%	5.2%	5.8%	5.1%
Vanguard Wellington Inv	VWELX	Tactical: Managed	Risk-Driven	71	91	98	100	100	100	4.7%	7.3%	7.3%	8.6%	10.0%	7.9%
Vanguard Wellesley Adm	VWIAX	Tactical: Managed	Income: Multi	80	99	100	100	100	100	5.7%	6.3%	6.7%	6.7%	7.9%	6.9%
Vanguard Wellesley Inv	VWINX	Tactical: Managed	Risk-Driven	80	99	100	100	100	100	5.7%	6.2%	6.6%	6.8%	8.0%	6.9%
Vanguard LT Tax-Exempt	VWLTX	Tactical: Managed	Income: Tax Exempt	83	100	100	100	100	100	4.9%	4.7%	4.5%	4.7%	4.7%	4.4%
Vanguard Hi Div Yld ETF	VYM	Tactical: Managed	Income: Equity	42	63	79	92	100		-6.7%	3.6%	6.5%	8.2%	11.8%
WF Asset Allocation	WFAIX	Tactical: Managed	Risk-Driven	86	100	100	100	100	96	9.4%	8.7%	8.0%	10.0%	11.7%	7.7%
Strategic 50-50	s.5050	Strategic: DIY	Balanced	81	100	100	100	100	100	8.3%	8.1%	7.5%	8.0%	8.9%	6.9%
Strategic 60-40 Portfolio	s.6040	Strategic: DIY	Balanced	78	97	100	100	100	99	8.0%	8.6%	8.0%	8.8%	9.9%	7.4%
Strategic 70-30 Portfolio	s.7030	Strategic: DIY	High Equity	74	93	99	100	100	96	7.7%	9.0%	8.6%	9.5%	10.9%	7.8%
7Twelve Israelson	s.712	Strategic: DIY	Balanced	53	69	74	81	86		-3.0%	2.6%	3.0%	3.4%	5.2%
Strategic 80-20 Portfolio	s.8020	Strategic: DIY	High Equity	71	90	96	100	100	92	7.3%	9.3%	9.1%	10.3%	11.9%	8.2%
ETF Aggressive	s.aggr	Strategic: DIY	High Equity	60	74	78	87			2.1%	5.0%	5.4%	6.1%
Lazy: Aronson	s.aron	Strategic: DIY	High Equity	68	83	88	97	100	88	4.6%	6.2%	6.2%	7.1%	8.6%	7.0%
Ben Stein inspired	s.bens	Strategic: DIY	High Equity	59	76	82	91	96	81	0.5%	4.8%	5.3%	6.3%	7.9%	6.2%
Harry Browne inspired	s.brow	Strategic: DIY	Low Equity	100	100	100	100	100	100	16.0%	9.8%	7.9%	7.1%	7.0%	7.6%
Lazy: Ultimate Buy & Hold	s.buyh	Strategic: DIY	Balanced	63	80	85	93	98	88	0.1%	3.4%	4.0%	4.9%	6.3%	5.5%
Lazy: Coffeehouse	s.coff	Strategic: DIY	Balanced	62	80	88	97	100	90	0.7%	4.5%	5.3%	6.3%	7.9%	6.3%
Couch Potato: Scott Burns	s.couc	Strategic: DIY	Balanced	80	98	100	100	100	98	7.9%	7.8%	7.1%	7.5%	8.7%	6.7%
Ray Dalio inspired	s.dali	Strategic: DIY	Low Equity	82	100	100	100	100		6.9%	6.2%	5.6%	5.1%	6.0%
Ben Graham 50-50	s.grah	Strategic: DIY	Balanced	62	79	86	94	100		-0.0%	3.3%	4.2%	5.0%	6.6%
Safe Haven Portfolio	s.have	Strategic: DIY	Balanced	71	87	94	95	99		4.0%	4.6%	5.7%	5.3%	6.6%
Ivy Portfolio	s.ivyp	Strategic: DIY	Low Equity	55	74	78	84	91		-2.3%	3.6%	3.6%	3.7%	6.0%
Six Ways from Sunday	s.lazy	Strategic: DIY	Balanced	45	63	69	79	87		-5.4%	1.8%	2.8%	3.5%	6.0%
Low Volatility Portfolio	s.lowv	Strategic: DIY	High Equity	67	90	95	99			-0.9%	4.1%	4.6%	4.9%
Lazy: Margaritaville	s.marg	Strategic: DIY	Balanced	68	84	88	96	100	86	3.9%	5.6%	5.5%	6.3%	7.6%	6.0%
ETF Moderate	s.mode	Strategic: DIY	Balanced	69	86	91	99	100		4.3%	6.0%	6.0%	6.7%	7.9%
Lazy: No Brainer	s.nobr	Strategic: DIY	High Equity	59	76	82	94	100	84	1.6%	5.3%	5.8%	7.2%	9.0%	6.6%
No Equity Portfolio	s.noeq	Strategic: DIY	Low Equity	99	100	100	100	100	100	15.0%	9.4%	8.3%	7.1%	7.6%	8.8%
Permanent Plus	s.plus	Strategic: DIY	Low Equity	100	100	100	100	100	100	26.0%	15.0%	11.7%	10.5%	10.0%	10.0%
Lazy: Second Grader	s.seco	Strategic: DIY	High Equity	61	78	84	96	100	81	3.6%	6.9%	7.2%	8.6%	10.2%	7.2%
Lazy: Smart Money	s.smar	Strategic: DIY	Balanced	60	77	85	95	100	88	-0.2%	3.9%	4.7%	5.8%	7.2%	5.9%
Black Swan Hyperinflation	s.swan	Strategic: DIY	Low Equity	44	60	55	55	51		-5.5%	0.7%	0.1%	-1.4%	-0.3%
David Swensen inspired	s.swen	Strategic: DIY	Balanced	71	88	95	100	100		5.3%	6.7%	7.0%	7.7%	9.3%
Talmud Broad Market	s.talb	Strategic: DIY	Low Equity	66	85	94	100	100	88	3.3%	6.3%	6.9%	7.6%	9.4%	7.2%
Talmud with Blue Chip	s.talc	Strategic: DIY	Low Equity	64	87	96	100	100	91	0.9%	5.7%	6.8%	7.0%	8.8%	7.1%
Talmud Equities and Gold	s.talg	Strategic: DIY	Low Equity	73	94	100	100	100	92	8.3%	8.7%	8.5%	8.2%	9.4%	9.2%
Talmud Dividend Equities	s.talm	Strategic: DIY	Low Equity	65	87	96	97	100		3.7%	6.6%	7.6%	7.1%	8.5%
Talmud with Small Cap	s.tals	Strategic: DIY	Low Equity	54	70	79	89	97	79	-2.2%	2.9%	4.3%	5.5%	7.6%	6.0%
Worst Case Scenario	s.wors	Strategic: DIY	Low Equity	96	100	88	83	78		9.8%	5.7%	1.3%	-0.3%	-0.9%
Lazy: Yale Unconventional	s.yale	Strategic: DIY	High Equity	71	88	94	100	100	89	5.2%	6.6%	6.8%	7.5%	9.1%	7.2%
Adaptive Allocation A	t.aaaa	Tactical: DIY	Adaptive	87	85	100	100	100	100	10.0%	4.3%	7.5%	7.6%	7.8%	10.6%
Adaptive Allocation B	t.aaab	Tactical: DIY	Adaptive	82	82	99	100	100	100	8.4%	3.8%	7.1%	7.6%	8.0%	10.8%
Adaptive Allocation C	t.aaac	Tactical: DIY	Adaptive	81	81	98	100	100	100	7.8%	3.5%	6.9%	7.5%	7.9%	10.7%
Adaptive Allocation D	t.aaad	Tactical: DIY	Adaptive	87	89	79	94	100	100	11.7%	6.0%	3.5%	5.9%	9.0%	11.6%
Adaptive Allocation E	t.aaae	Tactical: DIY	Adaptive	89	90	98	100	100	100	12.2%	6.8%	7.8%	7.5%	8.6%	11.4%
Adaptive Allocation F	t.aaaf	Tactical: DIY	Adaptive	100	100	100	100	100	100	19.3%	10.8%	11.8%	13.0%	14.5%	14.8%
Active Combined Asset	t.acap	Tactical: DIY	Momentum	59	76	87	96	100	100	-1.6%	2.9%	5.0%	6.5%	7.6%	8.7%
Minimum CdaR	t.cdar	Tactical: DIY	Risk-Driven	96	100	100	100	100	100	12.9%	8.1%	7.7%	9.5%	10.5%	10.5%
Minimum Correlation	t.coco	Tactical: DIY	Correlation	94	100	100	100	100	100	14.1%	8.9%	7.0%	7.0%	8.9%	9.3%
Minimum CvaR	t.cvar	Tactical: DIY	Risk-Driven	100	100	100	100	100	100	15.7%	11.0%	9.5%	8.5%	10.4%	10.1%
Defensive Bond	t.dbnd	Tactical: DIY	Momentum	100	100	100	100			11.3%	5.7%	4.8%	5.1%
Equal Weight With Cluster	t.dist	Tactical: DIY	Correlation	73	95	100	100	100	100	6.5%	7.9%	7.8%	7.8%	7.8%	9.1%
Dynamic Harry Browne	t.dyhb	Tactical: DIY	Momentum	99	100	95	93	100	100	13.0%	6.6%	3.5%	3.1%	5.0%	7.7%
Equal Risk Contribution	t.eqrc	Tactical: DIY	Risk-Driven	87	100	100	100	100	100	9.9%	8.3%	8.1%	8.6%	9.2%	9.4%
Equal Weight Portfolio	t.eqwt	Tactical: DIY	Equal Weight	76	92	98	100	100	93	8.7%	8.5%	8.3%	8.8%	9.8%	8.6%
Faber Rel Strength: Top 1	t.frs1	Tactical: DIY	Momentum	78	82	80	89	80	90	6.1%	5.1%	4.4%	6.0%	5.5%	8.7%
Faber Rel Strength: Top 2	t.frs2	Tactical: DIY	Momentum	73	74	74	91	92	92	2.2%	2.2%	2.5%	5.6%	6.1%	7.7%
Faber Rel Strength: Top 3	t.frs3	Tactical: DIY	Momentum	86	96	97	100	100	100	6.4%	6.0%	5.3%	6.7%	7.6%	8.6%
Faber Rel Strength: Top 4	t.frs4	Tactical: DIY	Momentum	75	89	90	97	99	100	1.6%	3.3%	3.0%	4.1%	5.0%	6.5%
Minimum Drawdown	t.loss	Tactical: DIY	Risk-Driven	100	100	100	100	100	100	14.5%	11.1%	8.1%	8.8%	10.2%	9.8%
Minimum Downside MAD	t.madd	Tactical: DIY	Risk-Driven	87	100	100	100	100	100	9.1%	8.7%	8.6%	8.8%	10.3%	9.8%
Minimum Mean Abs Deviation	t.madm	Tactical: DIY	Risk-Driven	87	100	100	100	100	100	9.1%	8.7%	8.6%	8.9%	10.3%	9.8%
Minimum Correlation A	t.mca1	Tactical: DIY	Risk-Driven	96	100	100	100	100	100	13.6%	9.0%	8.1%	7.9%	8.5%	9.0%
Minimum Correlation B	t.mca2	Tactical: DIY	Risk-Driven	88	100	100	100	100	100	9.9%	8.0%	7.9%	8.1%	8.5%	8.9%
Maximum Diversification	t.mdiv	Tactical: DIY	Diversification	93	100	100	100	100	100	12.1%	8.5%	6.8%	7.4%	9.2%	9.5%
Minimum Variance B	t.mva2	Tactical: DIY	Risk-Driven	100	100	100	100	100	100	15.1%	9.3%	8.2%	8.4%	9.0%	9.5%
Minimum Variance C	t.mva3	Tactical: DIY	Risk-Driven	97	100	100	100	100	100	14.4%	9.2%	8.6%	9.6%	10.6%	10.5%
Minimum Variance A	t.mvar	Tactical: DIY	Risk-Driven	94	100	100	100	100	100	12.8%	10.0%	8.9%	9.2%	10.4%	9.9%
Pure Momentum	t.pure	Tactical: DIY	Momentum	90	88	72	88	100	100	14.8%	9.1%	3.8%	6.8%	11.5%	16.2%
Quarterly Asset Rotation	t.qaro	Tactical: DIY	Momentum	100	100	97	96	93	89	20.7%	9.9%	6.0%	5.1%	4.9%	4.5%
Min Downside Deviation	t.risd	Tactical: DIY	Risk-Driven	98	100	100	100	100	100	13.8%	10.8%	9.4%	9.0%	10.2%	9.7%
Risk Parity Portfolio A	t.rpba	Tactical: DIY	Risk-Driven	76	94	100	100	100	100	8.3%	8.0%	8.0%	8.9%	10.1%	9.2%
Risk Parity With Cluster	t.rpcl	Tactical: DIY	Risk-Driven	75	95	100	100	100	100	6.1%	7.1%	7.3%	7.0%	7.5%	9.0%
Risk Parity Portfolio B	t.rsop	Tactical: DIY	Risk-Driven	75	93	99	100	100	100	7.9%	8.0%	8.0%	8.8%	9.9%	9.0%
Maximum Sharpe Portfolio	t.shar	Tactical: DIY	Risk/Reward	100	100	96	100	100	100	14.4%	7.9%	5.7%	8.4%	9.1%	10.2%
Maximum Sortino Portfolio	t.sort	Tactical: DIY	Risk/Reward	98	99	93	100	100	100	13.4%	7.0%	5.1%	8.0%	8.5%	9.7%
Quartile Sector Rotation	t.srqr	Tactical: DIY	Sector Rotation	31	15	20	58	87		-10.2%	-0.1%	2.8%	10.8%	17.7%
Rel Strength Sector Rotatn	t.srrs	Tactical: DIY	Sector Rotation	74	81	88	100	100		4.5%	5.5%	6.2%	8.8%	9.7%
Top 3 Sector Rotation	t.srt3	Tactical: DIY	Sector Rotation	87	74	76	95	100		9.1%	4.4%	5.0%	8.6%	10.8%
Top 5 Sector Rotation	t.srt5	Tactical: DIY	Sector Rotation	89	97	81	100	100		17.6%	13.2%	7.2%	12.1%	13.1%
Target Return Post-Modern	t.trdd	Tactical: DIY	Target Return	95	92	95	100	100	100	12.2%	6.5%	6.1%	8.0%	9.5%	10.6%
Target Return 12%	t.tret	Tactical: DIY	Risk-Driven	98	97	99	100	100	100	14.1%	7.9%	7.1%	8.9%	10.2%	10.9%
Target Risk 10%	t.tris	Tactical: DIY	Risk-Driven	88	90	85	97	99	100	10.9%	5.6%	3.8%	6.2%	6.7%	8.2%

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