We track and compare over 200 Portfolio Recipes (also known as "model portfolios" or "investing algorithms") that you can invest in for yourself or your clients. Each Portfolio Recipe includes the exact ETFs or mutual funds to buy each month. For each Portfolio Recipe, we calculate and graph dozens of risk and return metrics so you can see what's best. 

Find a Portfolio Recipe with higher returns, lower risk, and lower fees.  

Try a free subscription or the full version for just $15 per month.  

What are the top performing Portfolio Recipes through July 31, 2020? See below for actual results from a variety of Portfolio Recipes: tactical/dynamic, strategic/static, and professionally managed.

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1-month total return

9.9%  Berkshire Hathaway Inc (BRK.A)

9.3%  Quartile Sector Rotation (t.srqr)

7.7%  Permanent Plus (s.plus)

1-year total return

34.4%  Permanent Plus (s.plus)

29.0%  Quarterly Asset Rotation (t.qaro)

26.5%  Calamos Convertible A (CCVIX)

15-year total return (annualized)

17.1%  Pure Momentum (t.pure)

10.6%  Permanent Plus (s.plus)

9.0%  Loomis Global Eq Y (LSWWX)

We compare and track over 200 Portfolio Recipes in three categories.

• Tactical Portfolio Recipes. These dynamic algorithms use a variety of approaches: Momentum, Mean-Variance Optimization, Conditional Value at Risk, Sector Rotation, or a combination. 
• Strategic Portfolio Recipes. These are static allocations based on ideas from Harry Browne, Scott Burns (Couch Potato), Ben Graham, Lazy Portfolios, and more.
• Managed funds from Vanguard, Blackrock, PIMCO, and others. These individual ETFs or mutual funds each have an objective that is set by professional portfolio managers. Use these all-in-one funds as points of comparison for the other Portfolio Recipes.

Receive Monthly Updates. We update every Portfolio Recipe monthly with the latest performance results.

• We update the Tactical Portfolio Recipes with the latest allocations and the list of the exact ETFs or mutual funds to buy for each Portfolio Recipe.
• We publish a wide range of performance analytics for each Portfolio Recipe so you can see risk and return compared to other recipes and to benchmarks.

Apply Advanced Analytics. Every Portfolio Recipe is fully analyzed with over 15 metrics, plus charts.

• Use a variety of risk, return, and risk-vs-return metrics to visualize and find your best portfolio recipe. Use maximum drawdown, downside deviation, standard deviation, beta, alpha, M-squared (Modigliani), and Sharpe ratio to gain a complete risk profile for each Portfolio Recipe.
• Compare dozens (or even hundreds) or Portfolio Recipes in a single glace using Risk vs. Return scatterplots. 
• Apply standard benchmarks to see how each Portfolio Recipe stacks up to the S&P 500, the U.S. Bond Index, and a 60-40 Balanced Portfolio.

...except with more choices, better performance, and more flexibility.

• More choices. Choose from dozens of different approaches from leading thinkers and investors, including tactical allocation, risk minimization, and sector rotation. Explore and compare using a full range of risk metrics, including maximum drawdown and alpha.
• Better performance. Find Portfolio Recipes that have greater return than leading benchmarks, or lower risk, or both.
• More flexibility. Adjust any Portfolio Recipe to meet your needs. Use any brokerage that you want. Blend multiple Portfolio Recipes to create a set of holdings tailored to your situation.