Portfolios

Optimizing Returns While Managing Risk

Successful investing requires carefully balancing risk and return over your chosen investment horizon. This table highlights how our strategies perform in these key areas.

Name	Average Return	Annual Volatility	Martin Ratio	Sharpe Ratio	Blog Post
Snap Back Portfolio	18.64%	11.64%	5.18	1.35	Read
OptiMax Monthly	15.88%	14.4%	2.68	0.92	Read
Market Defender	11.86%	10.16%	2.45	0.96	Read
Kellers LAA	9.4%	9.11%	2.18	0.84	Read
Classic 60_40 Portfolio	7.77%	10.59%	0.94	0.58	Read
S&P500 Total Return (Benchmark)	9.88%	15.68%	0.74	0.5	Read