How to Choose a Portfolio Recipe
Below is a step-by-step guide to chosing a "Portfolio Recipe" using VizMetrics.
The Portfolio Recipes and comparisons available at go.recipeinvesting.com
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How to choose an investment portfolio using VizMetrics Portfolio Recipes
1. Find a few Portfolio Recipes that you like
- Log in to go.vizmetricsonline.com and click "Portfolio Recipes" to see all the portfolios we track.
- You can use the scatterplots at the top of the page to look for portfolios closest to the top left of the chart (which represent lower risk and higher return). Point to any dot to see the portfolio ticker or ID.
- For each portfolio that you're interested in, note the portfolio ID (e.g., t.aaad)
2. Get the Portfolio Recipe and details
- After you have found a Portfolio Recipe that you are interested in, click on the Portfolio Recipe name to see the full details
- Explore the Portfolio Recipe's performance metrics covering risk, return, and risk-vs-return over 1, 3, 5, 7, and 10-year periods.
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.