portfolio-ranking-using-v-score
The list below show the V-scores and annual return for several Tactical, Strategic, Income, and Actively Managed portfolios for the 7-years ending December 31, 2014.
Each portfolio is described in detail in the VizMetrics Report listed below. You can access all of the VizMetrics Reports with a Free Trial Subscription.
The VizMetrics V-Score is a method of rating an investment portfolio based on risk vs. return. A score
of 100 is best and zero is worst. A score of 100 means that over a given time period, the portfolio has performed better than the best possible portfolio formed from a basket of global asset classes. For comparison, the S&P 500 (represented by the exchange-traded fund SPY) has a V-score of 66.5 for the 7-year period ending December 31, 2014.
Tactical Portfolios using ETFs
| Rank | Portfolio ID | VizMetrics report | Description | V-score | Annual Return |
|---|---|---|---|---|---|
| 1 | t.aaad | vm22 | Adaptive Allocation Portfolio D | 100 | 15.9% |
Strategic Portfolios using ETFs
| Rank | Portfolio ID | VizMetrics report | Description | V-score | Annual Return |
|---|---|---|---|---|---|
| 1 | s.brow | vm11 | Harry Browne inspired · 25% equity | 92 | 6.5% |
Income Funds
| Rank | Symbol | VizMetrics report | Description | V-score | Annual Return |
|---|---|---|---|---|---|
| 1 | PONDX | vm10 | Pimco Income D | 100 | 9.9% |
Actively Managed Funds
| Rank | Symbol | VizMetrics report | Description | V-score | Annual Return |
|---|---|---|---|---|---|
| 1 | SFHYX | vm06 | Hundredfold Select | 100 | 6.8% |
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