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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 March 31, 2025: | |
| • 1-month total return: +2.5% | Adaptive Allocation D (t.aaad) |
| • 1-year total return: +19.7% | Adaptive Allocation F (t.aaaf) |
| • 5-year total return (annualized): +40.0% | Quartile Sector Rotation (t.srqr) |
| • 10-year total return (annualized): +19.1% | Quartile Sector Rotation (t.srqr) |
| • 20-year total return (annualized): +15.3% | Pure Momentum (t.pure) |
Top Strategic Portfolio Recipes through March 31, 2025: | |
| • 1-month total return: +4.3% | Black Swan Hyperinflation (s.swan) |
| • 1-year total return: +18.6% | Talmud Equities and Gold (s.talg) |
| • 5-year total return (annualized): +16.3% | Black Swan Hyperinflation (s.swan) |
| • 10-year total return (annualized): +9.8% | Strategic 80-20 Portfolio (s.8020) |
| • 20-year total return (annualized): +10.0% | Talmud Equities and Gold (s.talg) |
Top Tactical Portfolio Recipes through March 31, 2025: | |
| • 1-month total return: +2.5% Adaptive Allocation D (t.aaad) | |
| • 1-year total return: +19.7% Adaptive Allocation F (t.aaaf) | |
| • 5-year total return (annualized): +40.0% Quartile Sector Rotation (t.srqr) | |
| • 10-year total return (annualized): +19.1% Quartile Sector Rotation (t.srqr) | |
| • 20-year total return (annualized): +15.3% Pure Momentum (t.pure) | |
Top Strategic Portfolio Recipes through March 31, 2025: | |
| • 1-month total return: +4.3% Black Swan Hyperinflation (s.swan) | |
| • 1-year total return: +18.6% Talmud Equities and Gold (s.talg) | |
| • 5-year total return (annualized): +16.3% Black Swan Hyperinflation (s.swan) | |
| • 10-year total return (annualized): +9.8% Strategic 80-20 Portfolio (s.8020) | |
| • 20-year total return (annualized): +10.0% 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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