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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 February 28, 2025: | |
| • 1-month total return: +4.2% | Minimum Drawdown (t.loss) |
| • 1-year total return: +35.6% | Quartile Sector Rotation (t.srqr) |
| • 5-year total return (annualized): +36.5% | Quartile Sector Rotation (t.srqr) |
| • 10-year total return (annualized): +19.3% | Quartile Sector Rotation (t.srqr) |
| • 20-year total return (annualized): +14.9% | Pure Momentum (t.pure) |
Top Strategic Portfolio Recipes through February 28, 2025: | |
| • 1-month total return: +3.7% | No Equity Portfolio (s.noeq) |
| • 1-year total return: +23.6% | Talmud Equities and Gold (s.talg) |
| • 5-year total return (annualized): +12.7% | Strategic 80-20 Portfolio (s.8020) |
| • 10-year total return (annualized): +10.2% | Strategic 80-20 Portfolio (s.8020) |
| • 20-year total return (annualized): +9.9% | Talmud Equities and Gold (s.talg) |
Top Tactical Portfolio Recipes through February 28, 2025: | |
| • 1-month total return: +4.2% Minimum Drawdown (t.loss) | |
| • 1-year total return: +35.6% Quartile Sector Rotation (t.srqr) | |
| • 5-year total return (annualized): +36.5% Quartile Sector Rotation (t.srqr) | |
| • 10-year total return (annualized): +19.3% Quartile Sector Rotation (t.srqr) | |
| • 20-year total return (annualized): +14.9% Pure Momentum (t.pure) | |
Top Strategic Portfolio Recipes through February 28, 2025: | |
| • 1-month total return: +3.7% No Equity Portfolio (s.noeq) | |
| • 1-year total return: +23.6% Talmud Equities and Gold (s.talg) | |
| • 5-year total return (annualized): +12.7% Strategic 80-20 Portfolio (s.8020) | |
| • 10-year total return (annualized): +10.2% Strategic 80-20 Portfolio (s.8020) | |
| • 20-year total return (annualized): +9.9% Talmud Equities and Gold (s.talg) | |
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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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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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