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Recipe Summary Page

for period ending June 30, 2020
 
Use this page to find a high return, lower risk portfolio recipe using the Choose – Invest – RebalanceTM process.
Maximum Drawdown vs. Annual Return
●All recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
 Total Return, annualized %Max
 DrawDown
Recipe NameIDPeer GroupCategory1 monthYTD1 year3 year5 year10 year15 year10 year15 year
AQR Divers NADANXTactical: ManagedHedged: Arbitrage4.7%2.4%5.1%4.6%4.1%2.3% -12.8% 
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short3.9%-3.1%8.5%13.2%5.0%    
S&P AggressiveAOATactical: ManagedRisk-Driven2.6%-5.0%2.1%5.4%6.0%9.8% -18.2% 
S&P ConservativeAOKTactical: ManagedRisk-Driven1.5%1.3%5.6%5.2%5.0%5.4% -7.2% 
S&P ModerateAOMTactical: ManagedRisk-Driven1.6%-0.1%4.9%5.3%5.1%6.3% -8.6% 
S&P GrowthAORTactical: ManagedRisk-Driven2.2%-2.6%3.5%5.4%5.6%8.0% -13.5% 
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage-0.1%0.8%3.3%2.5%2.8%2.5%3.3%-3.8%-6.3%
Am Century Target DateARTOXTactical: ManagedIncome: Multi1.4%-0.6%4.1%5.0%4.8%6.7%5.3%-10.5%-24.7%
AQR Multi-Strat AltASAIXTactical: ManagedBlended-1.2%-28.4%-31.5%-16.9%-9.0%    
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return-0.5%2.3%0.6%-1.5%-1.3%-0.1% -15.1% 
Dreyfus Alpha IAVGRXTactical: ManagedBlended1.3%-4.3%0.3%2.0%1.2%5.8% -11.2% 
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi1.5%0.1%2.4%2.9%2.6%3.5% -6.7% 
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven1.5%-4.4%0.7%3.5%4.3%6.5% -15.1% 
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate0.2%-4.8%-1.8%1.6%2.1%    
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short7.6%-10.9%-4.8%0.8%-0.5%    
UBS Dyn Alpha ABNAAXTactical: ManagedBlended0.5%-4.5%-1.7%-1.1%-1.7%1.8%1.5%-16.2%-33.3%
UBS Global AllocBPGLXTactical: ManagedGlobal Macro1.5%-4.9%1.0%3.9%3.7%6.3%4.3%-15.9%-48.7%
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short-0.7%-13.1%-8.9%-5.0%0.6%5.6%7.4%-27.4%-34.3%
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro-4.1%-21.3%-16.0%1.6%5.5%8.4%8.1%-21.3%-44.5%
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi5.3%14.3%21.3%12.8%9.1%8.5%7.1%-14.6%-31.6%
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi3.3%9.8%14.9%11.3%7.9%9.5%8.0%-14.7%-36.3%
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven1.4%15.2%21.0%10.7%7.8%9.4%7.0%-8.0%-42.4%
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return0.5%-2.7%-0.4%1.3%1.3%1.3% -5.6% 
ProShares Lg CapCSMTactical: ManagedHedged: 130-301.3%-7.3%2.4%7.3%9.0%13.1% -22.9% 
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global5.3%3.7%8.0%6.6%5.5%6.5%6.2%-16.7%-42.8%
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral1.1%1.0%3.1%3.6%3.5%4.3%3.6%-4.5%-18.3%
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi1.3%-28.2%-22.7%-4.1%-0.6%4.5% -39.9% 
Barclays Conv BondCWBTactical: ManagedIncome: Multi6.6%10.0%18.1%11.0%10.0%10.4% -16.1% 
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity2.0%-20.0%-15.0%0.3%0.7%1.8% -41.9% 
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity5.3%-17.1%-13.6%-1.5%1.5%3.1% -35.8% 
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short1.7%-13.0%-8.1%0.6%2.6%6.6%5.2%-23.4%-36.6%
WisdomTree ex-USDLNTactical: ManagedIncome: Equity0.5%-11.0%-1.3%6.3%8.0%12.3% -23.0% 
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity1.8%-20.4%-11.6%-4.0%1.6%6.7% -35.4% 
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven1.8%-8.7%-1.4%2.7%5.0%9.5%6.2%-21.0%-46.5%
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro3.0%-10.6%-2.6%3.3%4.9%    
WisdmTr Top 100DTNTactical: ManagedIncome: Equity0.7%-18.8%-10.7%-0.1%3.7%10.3% -29.6% 
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return1.1%-1.2%2.5%3.4%1.7%3.8% -9.3% 
iShares Select DividendDVYTactical: ManagedIncome: Equity-1.3%-21.8%-15.5%-0.8%5.0%10.4%5.5%-29.5%-57.5%
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity3.1%-15.8%-11.9%-1.1%0.2%2.2% -33.7% 
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return1.1%-0.2%4.9%2.5%2.9%2.4%4.1%-7.1%-7.1%
Fidelity BalancedFBALXTactical: ManagedRisk-Driven2.7%1.9%10.6%9.3%8.3%10.5%7.8%-14.6%-40.5%
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi3.0%6.1%15.4%11.9%7.7%9.8%7.8%-19.8%-54.5%
Fidelity EquityFEQTXTactical: ManagedIncome: Equity0.8%-14.5%-5.4%2.4%4.9%9.6%5.3%-26.8%-56.1%
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt1.9%0.4%2.7%4.1%3.8%4.3%4.2%-8.0%-8.0%
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt2.0%0.6%3.1%4.3%4.2%5.2%4.7%-9.2%-14.8%
FPA CrescentFPACXTactical: ManagedRisk-Driven3.5%-8.6%-4.2%2.1%4.0%7.7%6.8%-20.5%-28.8%
Fidelity PuritanFPURXTactical: ManagedRisk-Driven2.7%3.8%11.1%9.6%8.3%10.6%7.8%-12.1%-37.9%
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity0.6%-6.0%0.9%5.4%6.8%10.2%6.7%-17.1%-54.8%
FundX UpgraderFUNDXTactical: ManagedMomentum2.7%-0.5%6.3%10.3%7.5%10.7%7.0%-21.0%-54.1%
First Trust Focus 5FVTactical: ManagedSector Rotation0.2%2.0%6.4%9.5%6.2%    
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral0.9%-1.9%0.2%1.3%1.8%2.8%3.5%-5.8%-6.5%
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return0.3%-7.4%-4.2%1.2%-0.8%2.9% -18.1% 
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return0.8%-5.9%-3.1%1.6%1.8%2.4% -9.7% 
Aberdeen Opti AllocGASIXTactical: ManagedBlended0.8%-4.1%-2.4%0.6%0.3%4.2%3.6%-17.8%-49.3%
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro1.3%-9.5%-5.7%0.2%0.8%4.2%5.3%-16.1%-18.5%
Goldman DynamicGDIFXTactical: ManagedGlobal Macro-1.8%-4.8%-4.3%-0.2%0.7%2.8% -11.4% 
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro0.5%-4.3%-1.4%-0.3%1.1%5.0% -19.8% 
GMO Global AllocGMWAXTactical: ManagedGlobal Macro2.2%-7.1%-4.3%1.4%2.5%5.5%5.0%-17.0%-29.4%
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi1.4%1.1%2.1%0.9%0.9%2.0% -8.3% 
Hedge ReplicationHDGTactical: ManagedBlended1.8%-1.8%1.2%1.7%1.6%    
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity-2.3%-15.2%-10.5%2.9%5.7%    
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short0.5%-11.2%-6.8%-0.6%0.5%7.0% -20.1% 
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi2.2%-9.5%-4.5%2.1%3.4%    
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro3.5%-5.3%0.3%0.9%-0.7%4.3%6.5%-25.5%-29.2%
IVA WorldwideIVWIXTactical: ManagedGlobal Macro1.5%-12.3%-9.0%-1.0%1.5%5.2% -19.1% 
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi2.3%-11.3%-6.6%0.5%2.9%    
Janus BalancedJANBXTactical: ManagedRisk-Driven2.1%-0.1%8.5%10.4%8.8%10.0%8.5%-12.5%-21.5%
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return-1.6%-1.3%1.9%1.5%0.6%    
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral-0.8%8.4%8.0%4.3%2.3%1.1%2.0%-8.8%-9.3%
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short1.4%-8.2%-8.4%4.0%3.0%6.0% -21.7% 
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi3.1%-17.8%-13.8%-3.8%0.4%6.0%3.8%-31.6%-64.1%
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity0.1%-8.7%0.2%7.4%9.1%12.0%8.4%-19.5%-43.4%
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity0.4%-15.0%-7.7%1.0%4.0%9.6%6.8%-24.3%-45.3%
Leuthold CoreLCORXTactical: ManagedGlobal Macro0.9%-1.7%2.9%3.5%4.0%6.5%5.9%-15.4%-36.5%
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate0.8%-9.5%-7.5%-0.2%1.6%3.5% -16.0% 
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global1.5%-0.6%6.4%9.0%8.2%10.1%8.5%-16.6%-45.1%
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro1.5%-0.5%6.6%9.2%8.4%10.5%8.9%-16.5%-44.8%
BlackRock Global IMALOXTactical: ManagedGlobal Macro2.1%0.5%6.9%4.9%4.5%6.4%6.5%-13.6%-29.4%
IQ Hedge Macro ETFMCROTactical: ManagedBlended1.9%-0.3%2.5%1.8%1.7%1.0% -11.4% 
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity-0.2%-13.8%-4.9%3.6%6.7%10.3%7.5%-24.4%-46.2%
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi-0.3%-24.7%-21.2%-5.0%-1.4%    
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt1.6%0.4%2.5%3.3%3.2%4.2%4.1%-7.7%-9.5%
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short1.1%-0.1%4.0%3.1%1.0%3.3% -26.0% 
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro1.8%-4.6%1.2%3.7%4.7%7.3%6.3%-14.1%-29.0%
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short1.1%-0.1%12.4%11.7%8.0%5.9%5.0%-18.1%-18.1%
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage1.1%-5.0%-0.1%0.8%2.1%2.6% -9.5% 
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-304.1%-14.1%-9.8%-5.5%-2.4%5.0% -35.7% 
Grimaldi SectorNAVFXTactical: ManagedSector Rotation2.0%-5.5%1.2%6.9%6.0%    
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global0.2%-12.9%-7.6%2.3%4.6%7.6% -22.1% 
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi1.0%-5.9%0.1%2.4%4.5%7.5% -16.4% 
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return1.1%1.5%2.9%3.3%2.7%1.9% -4.0% 
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro3.4%-8.8%-7.2%-1.0%0.8%2.2%3.6%-20.2%-20.2%
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return0.1%-6.7%-8.3%-1.8%-0.2%2.5% -10.5% 
DWA Tech LeadersPDPTactical: ManagedBlended1.2%4.9%12.1%13.2%9.8%14.3% -18.9% 
iShr Preferred ETFPFFTactical: ManagedIncome: Multi-0.9%-5.6%-0.7%1.5%3.2%5.5% -15.8% 
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro         
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi-1.4%-3.8%1.4%3.2%5.1%6.6% -11.9% 
PowerShares Intl DivPIDTactical: ManagedIncome: Equity1.4%-26.9%-22.0%-3.6%-2.7%3.2% -32.9% 
Principal GlobMultiStratPMSAXTactical: ManagedBlended1.4%-3.0%-0.8%0.9%1.3%    
Pimco Income PPONPXTactical: ManagedIncome: Multi1.8%-1.8%0.6%3.2%4.6%7.4% -8.4% 
Principal PreferredPPSIXTactical: ManagedIncome: Multi0.9%-3.4%2.1%3.2%4.8%7.0%5.8%-13.4%-42.5%
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity0.6%-18.8%-11.2%0.9%4.2%9.1%5.8%-28.4%-53.2%
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt2.3%0.1%2.3%3.5%3.6%4.4%4.3%-8.4%-8.9%
Permanent PortfolioPRPFXStrategic: ManagedLow Equity2.6%2.8%8.5%6.3%5.5%5.1%6.3%-12.9%-19.1%
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi2.2%0.4%3.6%4.4%4.6%4.7% -9.8% 
iSh Global EnergyPWCTactical: ManagedBlended2.2%-9.7%-8.5%2.7%4.6%11.2%6.3%-29.5%-48.4%
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return1.3%-3.3%0.5%2.7%2.6%2.3% -7.6% 
IQ Hedge Multi-StratQAITactical: ManagedBlended1.3%-1.6%1.6%2.3%1.4%2.4% -7.6% 
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral0.9%-1.4%1.3%1.8%1.4%    
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short-1.1%-9.4%-9.2%-4.7%-3.6%    
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro3.1%-10.0%-3.5%0.1%1.9%6.0% -27.1% 
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return2.2%-15.4%-12.9%-1.3%-1.7%    
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight1.5%-10.8%-3.4%5.2%6.9%12.3%8.3%-26.7%-55.6%
Hundredfold SelectSFHYXTactical: ManagedBlended2.5%13.2%14.8%7.6%7.0%6.8%6.5%-5.3%-16.8%
Sound Mind InvestingSMIFXTactical: ManagedMomentum2.8%-9.0%-3.7%3.1%3.6%8.3% -25.4% 
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity0.0%-18.5%-12.7%-0.6%2.0%8.8%5.6%-28.4%-45.4%
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short0.2%-11.2%-6.7%-1.4%1.7%5.4%3.7%-18.1%-32.1%
Schwab BalancedSWOBXTactical: ManagedRisk-Driven1.8%1.4%7.1%7.8%6.9%9.2%6.3%-12.2%-32.5%
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global2.1%-15.1%-8.9%1.0%1.9%6.1%6.1%-26.0%-44.4%
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro2.1%-15.0%-8.7%1.1%2.2%6.8%6.7%-25.9%-44.1%
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi2.0%-0.6%4.3%5.1%5.0%6.2%5.3%-11.0%-25.1%
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven2.6%-3.7%3.6%6.4%6.6%9.4%6.5%-17.6%-47.6%
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi1.2%3.0%6.7%5.6%5.0%5.2%4.7%-4.3%-15.5%
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven1.7%1.0%8.3%8.6%8.0%10.1%7.5%-12.3%-32.5%
Vanguard EquityVEIPXTactical: ManagedIncome: Equity-1.0%-13.4%-5.5%4.3%7.1%11.9%7.9%-23.1%-48.9%
VALIC Global StratVGLSXTactical: ManagedGlobal Macro1.0%-7.1%-4.4%-0.6%0.8%6.1% -17.3% 
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven3.0%1.5%9.2%8.2%7.5%9.6%7.2%-13.2%-35.6%
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven0.3%2.9%8.2%11.8%9.8%11.8%8.2%-12.3%-39.9%
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral1.7%-5.0%-3.9%-5.2%-2.3%0.4%0.5%-20.1%-20.1%
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi1.8%-7.2%-2.1%2.7%3.7%7.1% -16.0% 
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi1.4%1.5%5.7%5.4%4.9%5.8%5.1%-6.6%-17.0%
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven0.9%-3.5%4.7%7.3%7.3%10.0%7.9%-14.1%-32.5%
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi0.5%0.4%5.7%6.3%6.7%7.9%6.9%-8.6%-18.7%
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven0.5%0.4%5.7%6.2%6.6%8.0%6.9%-8.6%-18.8%
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt1.3%2.2%4.9%4.7%4.5%4.7%4.4%-7.2%-7.2%
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity-0.8%-14.5%-6.7%3.6%6.5%11.8% -24.0% 
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven1.3%3.1%9.4%8.7%8.0%11.7%7.7%-9.5%-43.4%
Strategic 50-50s.5050Strategic: DIYBalanced1.5%1.9%8.3%8.1%7.5%8.9%6.9%-10.6%-26.7%
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced1.6%0.9%8.0%8.6%8.0%9.9%7.4%-12.7%-32.2%
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity1.8%-0.2%7.7%9.0%8.6%10.9%7.8%-14.7%-37.3%
7Twelve Israelsons.712Strategic: DIYBalanced2.4%-7.5%-3.0%2.6%3.0%5.2% -19.1% 
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity2.0%-1.2%7.3%9.3%9.1%11.9%8.2%-16.8%-42.1%
ETF Aggressives.aggrStrategic: DIYHigh Equity3.0%-4.1%2.1%5.0%5.4%    
Lazy: Aronsons.aronStrategic: DIYHigh Equity2.6%-1.8%4.6%6.2%6.2%8.6%7.0%-15.5%-41.1%
Ben Stein inspireds.bensStrategic: DIYHigh Equity2.4%-5.8%0.5%4.8%5.3%7.9%6.2%-18.4%-45.0%
Harry Browne inspireds.browStrategic: DIYLow Equity1.3%9.8%16.0%9.8%7.9%7.0%7.6%-7.6%-12.6%
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced1.8%-4.8%0.1%3.4%4.0%6.3%5.5%-14.4%-35.7%
Lazy: Coffeehouses.coffStrategic: DIYBalanced1.5%-4.8%0.7%4.5%5.3%7.9%6.3%-15.2%-36.0%
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced1.6%1.7%7.9%7.8%7.1%8.7%6.7%-11.1%-28.7%
Ray Dalio inspireds.daliStrategic: DIYLow Equity1.8%2.6%6.9%6.2%5.6%6.0% -7.5% 
Ben Graham 50-50s.grahStrategic: DIYBalanced1.6%-5.2%-0.0%3.3%4.2%6.6% -14.8% 
Safe Haven Portfolios.haveStrategic: DIYBalanced0.6%-3.7%4.0%4.6%5.7%6.6% -13.6% 
Ivy Portfolios.ivypStrategic: DIYLow Equity2.7%-7.9%-2.3%3.6%3.6%6.0% -18.1% 
Six Ways from Sundays.lazyStrategic: DIYBalanced1.7%-9.2%-5.4%1.8%2.8%6.0% -21.4% 
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity0.4%-4.2%-0.9%4.1%4.6%    
Lazy: Margaritavilles.margStrategic: DIYBalanced2.5%-2.5%3.9%5.6%5.5%7.6%6.0%-15.0%-40.5%
ETF Moderates.modeStrategic: DIYBalanced2.6%-2.0%4.3%6.0%6.0%7.9% -14.3% 
Lazy: No Brainers.nobrStrategic: DIYHigh Equity2.2%-4.9%1.6%5.3%5.8%9.0%6.6%-18.5%-43.3%
No Equity Portfolios.noeqStrategic: DIYLow Equity1.8%8.1%15.0%9.4%8.3%7.6%8.8%-14.8%-19.5%
Permanent Pluss.plusStrategic: DIYLow Equity2.5%16.8%26.0%15.0%11.7%10.0%10.0%-11.2%-17.1%
Lazy: Second Graders.secoStrategic: DIYHigh Equity2.7%-4.5%3.6%6.9%7.2%10.2%7.2%-19.7%-49.2%
Lazy: Smart Moneys.smarStrategic: DIYBalanced1.8%-5.5%-0.2%3.9%4.7%7.2%5.9%-16.5%-37.6%
Black Swan Hyperinflations.swanStrategic: DIYLow Equity2.6%-9.4%-5.5%0.7%0.1%-0.3% -40.6% 
David Swensen inspireds.swenStrategic: DIYBalanced2.2%-1.7%5.3%6.7%7.0%9.3% -14.0% 
Talmud Broad Markets.talbStrategic: DIYLow Equity1.8%-3.5%3.3%6.3%6.9%9.4%7.2%-15.5%-41.1%
Talmud with Blue Chips.talcStrategic: DIYLow Equity1.4%-4.8%0.9%5.7%6.8%8.8%7.1%-14.6%-37.9%
Talmud Equities and Golds.talgStrategic: DIYLow Equity2.5%-0.4%8.3%8.7%8.5%9.4%9.2%-15.8%-38.5%
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity2.1%-4.0%3.7%6.6%7.6%8.5% -16.5% 
Talmud with Small Caps.talsStrategic: DIYLow Equity2.0%-7.4%-2.2%2.9%4.3%7.6%6.0%-17.9%-41.7%
Worst Case Scenarios.worsStrategic: DIYLow Equity1.4%11.3%9.8%5.7%1.3%-0.9% -29.7% 
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity2.3%-1.7%5.2%6.6%6.8%9.1%7.2%-14.2%-42.2%
Adaptive Allocation At.aaaaTactical: DIYAdaptive4.5%4.0%10.0%4.3%7.5%7.8%10.6%-13.8%-13.8%
Adaptive Allocation Bt.aaabTactical: DIYAdaptive4.4%3.9%8.4%3.8%7.1%8.0%10.8%-14.0%-14.0%
Adaptive Allocation Ct.aaacTactical: DIYAdaptive4.4%3.3%7.8%3.5%6.9%7.9%10.7%-14.2%-14.2%
Adaptive Allocation Dt.aaadTactical: DIYAdaptive2.7%2.8%11.7%6.0%3.5%9.0%11.6%-17.4%-17.4%
Adaptive Allocation Et.aaaeTactical: DIYAdaptive4.5%5.1%12.2%6.8%7.8%8.6%11.4%-17.3%-18.0%
Adaptive Allocation Ft.aaafTactical: DIYAdaptive2.2%11.1%19.3%10.8%11.8%14.5%14.8%-13.1%-13.4%
Active Combined Assett.acapTactical: DIYMomentum0.9%-9.7%-1.6%2.9%5.0%7.6%8.7%-15.3%-17.3%
Minimum CdaRt.cdarTactical: DIYRisk-Driven2.1%4.9%12.9%8.1%7.7%10.5%10.5%-11.2%-14.8%
Minimum Correlationt.cocoTactical: DIYCorrelation3.0%6.5%14.1%8.9%7.0%8.9%9.3%-8.0%-17.0%
Minimum CvaRt.cvarTactical: DIYRisk-Driven2.7%7.5%15.7%11.0%9.5%10.4%10.1%-8.5%-11.0%
Defensive Bondt.dbndTactical: DIYMomentum-0.2%7.1%11.3%5.7%4.8%    
Equal Weight With Clustert.distTactical: DIYCorrelation2.4%-2.7%6.5%7.9%7.8%7.8%9.1%-13.9%-18.5%
Dynamic Harry Brownet.dyhbTactical: DIYMomentum1.4%8.4%13.0%6.6%3.5%5.0%7.7%-13.8%-13.8%
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven2.3%1.9%9.9%8.3%8.1%9.2%9.4%-9.0%-15.3%
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight3.4%0.3%8.7%8.5%8.3%9.8%8.6%-14.7%-42.1%
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum0.0%-3.9%6.1%5.1%4.4%5.5%8.7%-22.6%-25.0%
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum0.9%-5.3%2.2%2.2%2.5%6.1%7.7%-16.3%-26.1%
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum0.6%-1.6%6.4%6.0%5.3%7.6%8.6%-14.2%-17.3%
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum0.5%-4.9%1.6%3.3%3.0%5.0%6.5%-9.6%-12.6%
Minimum Drawdownt.lossTactical: DIYRisk-Driven2.2%4.6%14.5%11.1%8.1%10.2%9.8%-8.3%-13.4%
Minimum Downside MADt.maddTactical: DIYRisk-Driven2.1%0.6%9.1%8.7%8.6%10.3%9.8%-8.4%-11.2%
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven2.1%0.6%9.1%8.7%8.6%10.3%9.8%-8.4%-11.2%
Minimum Correlation At.mca1Tactical: DIYRisk-Driven2.3%5.4%13.6%9.0%8.1%8.5%9.0%-8.9%-14.6%
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven2.2%2.6%9.9%8.0%7.9%8.5%8.9%-8.4%-15.3%
Maximum Diversificationt.mdivTactical: DIYDiversification2.4%4.2%12.1%8.5%6.8%9.2%9.5%-8.4%-11.7%
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven2.2%5.9%15.1%9.3%8.2%9.0%9.5%-9.2%-11.6%
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven2.4%5.1%14.4%9.2%8.6%10.6%10.5%-8.6%-12.1%
Minimum Variance At.mvarTactical: DIYRisk-Driven2.2%3.4%12.8%10.0%8.9%10.4%9.9%-8.8%-11.2%
Pure Momentumt.pureTactical: DIYMomentum6.3%-0.9%14.8%9.1%3.8%11.5%16.2%-26.2%-26.2%
Quarterly Asset Rotationt.qaroTactical: DIYMomentum0.2%8.1%20.7%9.9%6.0%4.9%4.5%-18.1%-18.1%
Min Downside Deviationt.risdTactical: DIYRisk-Driven2.5%5.1%13.8%10.8%9.4%10.2%9.7%-9.3%-11.5%
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven3.2%-0.5%8.3%8.0%8.0%10.1%9.2%-14.1%-31.2%
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven2.2%-1.7%6.1%7.1%7.3%7.5%9.0%-12.3%-13.5%
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven3.2%-0.6%7.9%8.0%8.0%9.9%9.0%-14.3%-33.1%
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward2.3%5.7%14.4%7.9%5.7%9.1%10.2%-17.9%-19.1%
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward2.2%5.0%13.4%7.0%5.1%8.5%9.7%-18.6%-18.6%
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation0.7%-13.9%-10.2%-0.1%2.8%17.7% -50.7% 
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation2.4%-5.0%4.5%5.5%6.2%9.7% -10.1% 
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation4.8%-0.3%9.1%4.4%5.0%10.8% -20.2% 
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation4.4%7.4%17.6%13.2%7.2%13.1% -27.5% 
Target Return Post-Modernt.trddTactical: DIYTarget Return2.2%3.5%12.2%6.5%6.1%9.5%10.6%-12.6%-12.6%
Target Return 12%t.tretTactical: DIYRisk-Driven2.2%4.6%14.1%7.9%7.1%10.2%10.9%-12.7%-12.7%
Target Risk 10%t.trisTactical: DIYRisk-Driven2.2%5.3%10.9%5.6%3.8%6.7%8.2%-17.6%-17.6%
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