Below is a step-by-step guide to chosing a "Portfolio Recipe" using VizMetrics.
How to choose an investment portfolio using VizMetrics Portfolio Recipes
1. Find a few Portfolio Recipes that you like
2. Get the Portfolio Recipe and details
3. Invest at your favorite brokerage
Use the "How to Invest" section of the portfolio's detail page to buy the desired securities at FolioInvesting.com or your favorite brokerage.
4. Monitor performance & rebalance
Use VizMetrics to track your portfolio's risk and return compared to benchmarks and other portfolio recipes.
For tactical Portfolio Recipes (with ID starting with t.), rebalance monthly.
For static Portfolio Recipes (with an ID starting with s.), rebalance quarterly or annually.
For other allocation funds, you do not need to rebalance since the asset allocation is performed by the fund manager.