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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 November 30, 2024: | |
| • 1-month total return: +9.6% | Top 3 Sector Rotation (t.srt3) |
| • 1-year total return: +155.5% | Quartile Sector Rotation (t.srqr) |
| • 5-year total return (annualized): +38.8% | Quartile Sector Rotation (t.srqr) |
| • 10-year total return (annualized): +20.6% | Quartile Sector Rotation (t.srqr) |
| • 20-year total return (annualized): +16.2% | Pure Momentum (t.pure) |
Top Strategic Portfolio Recipes through November 30, 2024: | |
| • 1-month total return: +5.6% | Strategic 80-20 Portfolio (s.8020) |
| • 1-year total return: +30.4% | Talmud Equities and Gold (s.talg) |
| • 5-year total return (annualized): +12.2% | Strategic 80-20 Portfolio (s.8020) |
| • 10-year total return (annualized): +10.7% | Strategic 80-20 Portfolio (s.8020) |
| • 20-year total return (annualized): +9.8% | Talmud Equities and Gold (s.talg) |
Top Tactical Portfolio Recipes through November 30, 2024: | |
| • 1-month total return: +9.6% Top 3 Sector Rotation (t.srt3) | |
| • 1-year total return: +155.5% Quartile Sector Rotation (t.srqr) | |
| • 5-year total return (annualized): +38.8% Quartile Sector Rotation (t.srqr) | |
| • 10-year total return (annualized): +20.6% Quartile Sector Rotation (t.srqr) | |
| • 20-year total return (annualized): +16.2% Pure Momentum (t.pure) | |
Top Strategic Portfolio Recipes through November 30, 2024: | |
| • 1-month total return: +5.6% Strategic 80-20 Portfolio (s.8020) | |
| • 1-year total return: +30.4% Talmud Equities and Gold (s.talg) | |
| • 5-year total return (annualized): +12.2% Strategic 80-20 Portfolio (s.8020) | |
| • 10-year total return (annualized): +10.7% Strategic 80-20 Portfolio (s.8020) | |
| • 20-year total return (annualized): +9.8% 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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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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