Maximize Your Portfolio Returns
Enjoy higher returns on your investments with lower risk and lower fees.




Choose a portfolio recipe based on the VizMetrics V-score, then invest at your favorite brokerage.

Every portfolio recipe is available as part of the 14-day free trial.

Top Ranked Portfolios for the 7 years ending July 31, 2014. 



Tactical Portfolios using ETFs
Strategic Portfolios using ETFs
Income Funds
Actively Managed Funds


Portfolio
ID
V-score Annual
return*

Portfolio
ID
V-score Annual
return*

Symbol V-score Annual
return*

Symbol V-score Annual
return*
#1
t.aaad 100 +16.9%
s.brow 94 +7.5%
PONDX 100 +10.9%
BPLSX 100 +14.4%
#2
t.tret 100 +15.2%
s.dali 86 +6.9%
VWIAX 95 +7.5%
SFHYX 98 +6.6%
#3
t.aaab 100 +14.0%
s.noeq 83 +9.7%
FSICX 93 +7.3%
VWINX 96 +7.6%
#4
t.aaae 100 +13.8%
s.couc 77 +6.5%
FHIGX 90 +5.0%
EIGMX 93 +4.0%
#5
t.shar 100 +13.8%
s.6040 76 +6.6%
MDNLX 89 +5.0%
GBMFX 91 +6.4%



















Full ranking »
Full ranking »
Full ranking »
Full ranking »

* The annual return is the portfolio's annual growth rate over the past 7 years. The V-score measures the portfolio's risk-adjusted return on a scale from 0 (worst) to 100 (best).

Portfolio Risk vs. Return Analysis
Each dot on the graph below represents a separate portfolio from the VizMetrics V-Score rankings. The best portfolios appear near the top left corner. Invest in any of these portfolios at your favorite brokerage by getting the portfolio's details from the corresponding VizMetrics Report listed below.
 
portfolio ranking

  ●  Tactical ETF Portfolios
  • Overall approach:  maximize returns using a dynamic asset allocation.
  • Ease of updates: moderate (monthly rebalancing)
  • VizMetrics Reports with more details: vm49
♦  Strategic ETF Portfolios
  • Overall approach:  keep it simple with buy-and-hold
  • Ease of updates: easier (quarterly rebalancing)
  • VizMetrics Report with more details: vm49
■  Income Funds
  • Approach: produce monthly dividends
  • Ease of updates: easiest (no rebalancing required)
  • VizMetrics Report with more details: vm49
▲ Actively Managed Funds
  • Approach: "one stop shop" from a professional money manager
  • Ease of updating: easiest (no rebalancing required)
  • VizMetrics Report with more details: vm49

Already have your own asset allocation? Use our Comparison Tools to see risk vs. return for over 600 asset class funds. Learn more...

Try VizMetrics Reports for free
Sign up for a free 14-day trial with immediate access to all reports, updated daily: 

Try for FREE >