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Strategy Leaderboard

Rank every strategy by the metric and period you choose. Prefer cards? Strategies. Ready to chart a few side by side? Performance.

Compare 146 tactical and fixed asset allocation strategy variants ranked by performance over each strategy's full available history.

Data as of 2026-07-02

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Showing all 146 strategies

Strategy leaderboard ranked by selected performance period and risk metrics
#Strategy 1Y 3Y CAGR Max DD Sharpe (descending)
1
HAA without QQQHAA (Hybrid Asset Allocation)
moderateTactical
25.5%12.1%15.2%-15.4%1.56
2
HAA Standard (with QQQ)HAA (Hybrid Asset Allocation)
moderateTactical
28.2%14.2%16.2%-19.7%1.49
3
Permanent Portfolio TacticalPermanent Portfolio
conservativeTactical
9.7%9.4%7.7%-8.4%1.46
4
Tactical Permanent StandardTactical Permanent Portfolio
conservativeTactical
12.5%12.6%7.8%-10.5%1.44
5
HAA SmartStack (Gold+MF)HAA (Hybrid Asset Allocation)
moderateTactical
39.0%18.7%17.7%-20.2%1.37
6
DAA-G12 StandardDAA (Defensive Asset Allocation)
moderateTactical
20.4%11.7%12.4%-19.6%1.32
7
Multi-Asset Momentum StandardMulti-Asset Momentum
moderateTactical
23.1%13.2%9.6%-14.4%1.31
8
HAA Leveraged no QQQHAA (Hybrid Asset Allocation)
moderateTactical
48.7%18.4%24.4%-27.7%1.30
9
HAA - SmartLeverage 1.5xHAA (Hybrid Asset Allocation)
moderateTactical
43.8%18.3%21.1%-28.7%1.30
10
PAA Dynamic ProtectionPAA (Protective Asset Allocation)
moderateTactical
28.5%11.7%9.4%-14.2%1.29
11
Multi-Asset Momentum Low ProtectionMulti-Asset Momentum
moderateTactical
24.7%14.7%10.3%-17.9%1.28
12
HAA QuartetHAA (Hybrid Asset Allocation)
moderateTactical
23.1%14.5%15.5%-22.2%1.27
13
PAA High ProtectionPAA (Protective Asset Allocation)
moderateTactical
28.9%12.1%10.1%-22.1%1.27
14
HAA Leveraged (2x)HAA (Hybrid Asset Allocation)
moderateTactical
52.9%21.9%26.6%-36.2%1.26
15
HAA-Simple RSSTHAA (Hybrid Asset Allocation)
moderateTactical
39.7%19.0%18.9%-22.8%1.26
16
TriadTriad (DMS)
moderateTactical
17.7%14.7%10.4%-15.0%1.26
17
GPMvGPMv (DMS)
moderateTactical
16.2%16.4%10.2%-14.4%1.26
18
BAA-G12 (Balanced)BAA (Bold Asset Allocation)
moderateTactical
23.1%6.3%10.8%-14.4%1.25
19
Triplet StandardMomentum-Correlation Triplet
moderateTactical
26.7%18.5%14.4%-17.5%1.22
20
Composite Momentum StandardComposite Momentum
moderateTactical
11.9%14.7%11.3%-20.4%1.21
21
DAA-G12 SmartStack (Gold+MF)DAA (Defensive Asset Allocation)
moderateTactical
24.5%13.8%13.4%-17.5%1.20
22
Triad+Triad (DMS)
moderateTactical
17.7%17.1%11.6%-15.8%1.19
23
LAA Standard (simplified)LAA (Lethargic Asset Allocation)
moderateTactical
17.5%16.3%10.2%-19.4%1.19
24
GTAA-5 StandardGTAA (Global Tactical Asset Allocation)
moderateTactical
12.3%7.7%7.5%-16.8%1.18
25
HAA-SimpleHAA (Hybrid Asset Allocation)
moderateTactical
21.9%17.5%12.7%-20.1%1.17
26
BambooBamboo (DMS)
moderateFixed
19.7%17.1%8.8%-23.0%1.17
27
RP3 Trend-Tilted Core StandardRP3 Trend-Tilted Core
conservativeTactical
15.0%15.7%8.3%-12.4%1.17
28
VAA-G4 (T1/B1)VAA (Vigilant Asset Allocation)
aggressiveTactical
18.6%7.3%14.5%-20.9%1.16
29
Pragmatic AA StandardPragmatic Asset Allocation
moderateTactical
25.9%18.6%13.3%-22.5%1.16
3029.5%22.0%11.7%-14.5%1.16
31
Ivy Timing StandardIvy Portfolio
moderateTactical
14.2%8.7%7.5%-17.9%1.16
32
Defense First StandardCarlson's Defense First
conservativeTactical
23.5%19.7%10.7%-20.3%1.15
33
RP3 Trend-Tilted Core (SMA gate)RP3 Trend-Tilted Core
conservativeTactical
11.0%12.3%7.9%-12.0%1.15
34
HAA-Simple RSST (UCITS)HAA (Hybrid Asset Allocation)
moderateTactical
32.7%19.8%13.8%-21.3%1.14
35
Triplet PlusMomentum-Correlation Triplet
moderateTactical
32.2%21.9%11.5%-17.1%1.13
36
Golden Ratio
moderateTactical
19.0%15.2%9.3%-21.7%1.13
37
4-3-2-1 Standard4-3-2-1 Dragon
moderateFixed
15.7%9.7%8.9%-19.6%1.13
38
Golden Butterfly
moderateFixed
18.8%14.7%8.3%-19.9%1.13
39
VAA-G4 SmartStack (Gold+MF)VAA (Vigilant Asset Allocation)
aggressiveTactical
27.1%13.3%17.0%-19.5%1.12
40
NLX HAA 60/40HAA (Hybrid Asset Allocation)
moderateTactical
13.9%11.8%10.1%-24.3%1.12
41
Triad++Triad (DMS)
moderateTactical
17.7%19.7%12.8%-16.6%1.11
4223.1%16.5%13.6%-30.4%1.10
43
Multi-Asset Momentum EnsembleMulti-Asset Momentum
moderateTactical
23.0%15.8%11.3%-25.9%1.10
44
Cockroach (5x20%)Cockroach Portfolio
conservativeFixed
15.4%13.1%9.3%-20.9%1.10
45
HAA Leveraged (3x)HAA (Hybrid Asset Allocation)
moderateTactical
50.9%20.4%24.2%-45.2%1.08
46
ADM StandardADM (Accelerating Dual Momentum)
moderateTactical
12.5%14.3%15.5%-25.8%1.08
4713.2%13.1%7.9%-18.6%1.08
48
Permanent Portfolio StaticPermanent Portfolio
conservativeTactical
13.4%13.3%7.2%-17.3%1.08
49
Composite Momentum SmartStackComposite Momentum
moderateTactical
17.6%19.6%14.7%-30.0%1.07
50
CDM StandardCDM (Composite Dual Momentum)
moderateTactical
14.8%13.1%8.9%-21.1%1.07
51
Adaptive 60/40 StandardCarlson's Adaptive 60/40
moderateTactical
26.1%24.3%11.6%-35.6%1.06
52
ADM SmartStack (Gold+MF)ADM (Accelerating Dual Momentum)
moderateTactical
11.0%16.6%15.9%-23.8%1.05
53
Global Navigator+Global Navigator+ (DMS)
moderateTactical
14.5%11.7%15.0%-30.3%1.05
54
4-3-2-1 Capital Efficient4-3-2-1 Dragon
moderateFixed
21.9%16.7%11.5%-26.3%1.05
55
EAA Golden DefensiveEAA (Elastic Asset Allocation)
moderateTactical
21.9%19.1%8.6%-14.8%1.05
56
VAA-G4 - SmartLeverage 1.5xVAA (Vigilant Asset Allocation)
aggressiveTactical
28.2%10.0%18.9%-32.0%1.04
57
Robust AA AggressiveRobust Asset Allocation
moderateTactical
23.6%16.5%9.5%-22.0%1.04
58
BAA-G4 (Aggressive)BAA (Bold Asset Allocation)
moderateTactical
13.1%3.8%14.6%-29.0%1.03
59
The RussellThe Russell (DMS)
moderateTactical
8.3%7.8%13.0%-39.3%1.03
60
Equity + Managed Futures StandardEquity + Managed Futures
moderateFixed
20.4%15.9%9.7%-31.9%1.03
61
Robust AA BalancedRobust Asset Allocation
moderateTactical
23.8%16.1%9.3%-22.0%1.02
62
Orthogonal Alpha StandardCarlson's Orthogonal Alpha (BTAL/QLD)
aggressiveTactical
29.1%24.4%16.2%-28.2%1.01
63
SPY 200-Day Trend200-Day SMA Trend
moderateTactical
10.4%12.4%10.6%-25.0%1.01
64
Buy the Dip StandardBuy the Dip
aggressiveTactical
37.2%38.1%22.3%-76.4%1.00
65
Cash Trigger → SPYCash Trigger (Carter)
moderateTactical
10.3%10.6%11.6%-26.3%1.00
66
RP+Momentum (QQQ/GLD/TLT)Risk Parity Momentum (Schwoerer)
moderateTactical
11.6%14.4%10.8%-20.1%1.00
67
EAA Golden OffensiveEAA (Elastic Asset Allocation)
moderateTactical
18.5%18.7%9.7%-17.2%1.00
68
GEM StandardGEM (Global Equities Momentum)
moderateTactical
24.6%19.4%12.3%-33.7%0.98
69
KDA Top 4KDA (Kipnis Defensive Adaptive)
moderateTactical
24.8%12.8%8.9%-27.3%0.98
70
All Weather (Dalio)
conservativeFixed
11.5%9.1%7.7%-22.5%0.98
71
Diversified DM StandardDiversified Dual Momentum
moderateTactical
17.2%12.5%7.5%-22.1%0.98
72
ADM - SmartLeverage 1.5xADM (Accelerating Dual Momentum)
moderateTactical
12.8%15.8%17.4%-37.1%0.97
73
SSO / ZROZ / GLD + Catastrophe BrakeLETF Baseline: SSO / ZROZ / GLD
aggressiveFixed
25.6%23.4%13.8%-35.5%0.97
74
Bamboo+Bamboo (DMS)
moderateFixed
19.7%17.5%9.6%-40.6%0.97
75
KDA SmartStack (Gold+MF)KDA (Kipnis Defensive Adaptive)
moderateTactical
24.5%11.6%7.6%-16.2%0.97
76
KDA Top 6KDA (Kipnis Defensive Adaptive)
moderateTactical
19.4%10.9%7.3%-25.1%0.97
77
Composite Momentum AggressiveComposite Momentum
moderateTactical
14.2%14.6%11.2%-31.3%0.96
78
The 12% SolutionThe 12% Solution (Carter)
moderateTactical
12.6%8.7%10.9%-31.8%0.96
79
VIX Shield ConservativeVIX Shield
aggressiveTactical
18.0%16.5%8.2%-21.8%0.96
80
SPY 10-Month Trend (Faber)200-Day SMA Trend
moderateTactical
10.4%12.4%10.0%-25.0%0.95
81
Mama Bear StandardMama Bear Portfolio
conservativeTactical
28.3%12.4%11.1%-33.5%0.94
82
LT Gain+LT Gain (DMS)
moderateTactical
10.2%18.5%15.0%-33.1%0.93
83
Papa Bear StandardPapa Bear Portfolio
conservativeTactical
24.6%14.5%11.3%-24.2%0.93
84
Alpha-One Momentum (Standard)Alpha-One Momentum
Tactical
24.3%16.0%11.2%-21.5%0.93
85
Growth-Trend Timing StandardGrowth-Trend Timing
moderateTactical
14.1%15.2%11.1%-33.1%0.93
86
Coffeehouse (7 Funds)Coffeehouse
moderateFixed
16.1%11.6%8.6%-38.3%0.93
87
Bogleheads Three-Fund (40/20/40)Bogleheads Three-Fund
moderateFixed
15.7%14.0%8.3%-36.7%0.93
88
StandardCentury Momentum
aggressiveTactical
12.9%31.1%16.2%-46.7%0.92
89
QQQ 200-Day Trend200-Day SMA Trend
moderateTactical
12.2%16.7%15.1%-36.5%0.92
90
GTAA-AGG3GTAA (Global Tactical Asset Allocation)
moderateTactical
28.1%13.8%12.5%-36.4%0.92
91
UPRO / ZROZ / GLD / KMLM + Catastrophe BrakeLETF Baseline: UPRO / ZROZ / GLD / KMLM
aggressiveFixed
29.5%24.7%15.0%-40.9%0.91
92
TQQQ Trend Proxy (testfol.io)TQQQ/UPRO Trend SMA
aggressiveTactical
16.7%12.2%14.8%-40.2%0.91
93
Adaptive AA (10 Assets)Adaptive Asset Allocation
moderateTactical
22.5%13.7%10.4%-21.9%0.91
94
RP Gold+SCV (VBR variant)RP Gold+SCV (Schwoerer)
moderateTactical
25.2%15.7%9.2%-23.8%0.91
95
TQQQ Trend StandardTQQQ/UPRO Trend SMA
aggressiveTactical
10.6%10.8%14.4%-40.2%0.90
96
RPEA Conservative (Partial Delever)RPEA (RNAProf's Excellent Adventure)
aggressiveTactical
32.3%27.1%21.5%-57.8%0.89
97
HAA-Simple Leveraged 2x (SSO)HAA (Hybrid Asset Allocation)
moderateTactical
37.9%28.5%18.0%-38.1%0.89
98
Cash DefensiveCentury Momentum
aggressiveTactical
13.4%31.4%15.2%-46.2%0.89
99
Pair StandardSplit-Lookback Momentum Pair
moderateTactical
24.2%23.8%12.0%-28.6%0.89
100
Simple Path (75/25)Simple Path to Wealth
aggressiveFixed
17.8%17.1%10.0%-43.4%0.89

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About this leaderboard

This leaderboard ranks tactical and fixed asset allocation strategies by their trailing returns over multiple time horizons. All performance data comes from rigorous backtests using actual ETF prices and proxy chains extending back decades, with our deepest histories reaching the 1920s.

Trailing returns (1M, 3M, YTD, 1Y) show recent cumulative performance. Multi-year returns (3Y, 5Y) are annualized. CAGR represents the compound annual growth rate since inception.

Risk metrics include maximum drawdown (worst peak-to-trough decline), Sharpe ratio (risk-adjusted return), Sortino ratio (downside-adjusted return), and annualized volatility.

Strategy categories include momentum, trend-following, risk parity, mean reversion, and static/fixed allocations from respected authors like Keller, Dalio, Bernstein, Ferri, and others.

Past performance is not indicative of future results. All returns shown are backtested using historical data and may not reflect actual trading results. Backtests are subject to look-ahead bias, survivorship bias, and other limitations. This is not financial advice. Always do your own research before investing.