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The 200+ Portfolio Recipes fall into three categories: Tactical Portfolio Recipes, Strategic Portfolio Recipes, and Managed funds.
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Top Tactical Portfolio Recipes through October 31, 2024: | |
| • 1-month total return: +9.9% | Quartile Sector Rotation (t.srqr) |
| • 1-year total return: +210.1% | Quartile Sector Rotation (t.srqr) |
| • 5-year total return (annualized): +37.5% | Quartile Sector Rotation (t.srqr) |
| • 10-year total return (annualized): +21.9% | Quartile Sector Rotation (t.srqr) |
| • 20-year total return (annualized): +16.4% | Pure Momentum (t.pure) |
Top Strategic Portfolio Recipes through October 31, 2024: | |
| • 1-month total return: +1.1% | Worst Case Scenario (s.wors) |
| • 1-year total return: +37.3% | Talmud Equities and Gold (s.talg) |
| • 5-year total return (annualized): +11.6% | Strategic 80-20 Portfolio (s.8020) |
| • 10-year total return (annualized): +10.3% | Strategic 80-20 Portfolio (s.8020) |
| • 20-year total return (annualized): +9.9% | Talmud Equities and Gold (s.talg) |
Top Tactical Portfolio Recipes through October 31, 2024: | |
| • 1-month total return: +9.9% Quartile Sector Rotation (t.srqr) | |
| • 1-year total return: +210.1% Quartile Sector Rotation (t.srqr) | |
| • 5-year total return (annualized): +37.5% Quartile Sector Rotation (t.srqr) | |
| • 10-year total return (annualized): +21.9% Quartile Sector Rotation (t.srqr) | |
| • 20-year total return (annualized): +16.4% Pure Momentum (t.pure) | |
Top Strategic Portfolio Recipes through October 31, 2024: | |
| • 1-month total return: +1.1% Worst Case Scenario (s.wors) | |
| • 1-year total return: +37.3% Talmud Equities and Gold (s.talg) | |
| • 5-year total return (annualized): +11.6% Strategic 80-20 Portfolio (s.8020) | |
| • 10-year total return (annualized): +10.3% Strategic 80-20 Portfolio (s.8020) | |
| • 20-year total return (annualized): +9.9% Talmud Equities and Gold (s.talg) | |
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After Choosing a Portfolio Recipe, buy the ETFs or funds required to create your own portfolio that matches the Portfolio Recipe allocation. Get advice tailored to you, for the brokerage you choose.
Rebalance.
If the Portfolio Recipe you are invested in changes at the beginning of a month, buy or sell the specified ingredients to match the latest Portfolio Recipe allocation.
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How-To Guides
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Rebalance Your Portfolio at M1 Finance
After you have invested in a Portfolio Recipe, it may be time to rebalance. This How-To Guide is the next...
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Recent Articles
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Permanent Portfolio Alternatives: Exploring 4 Low-Risk Options With Higher Annual Returns
The so-called “Permanent Portfolio” was designed in the 1980s to be safe and profitable...
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