$100.00 USD

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Recipe Investing: Pro

What you'll get:

  Data & Analytics

- Full analytics for 200+ Portfolio Recipes (strategic, tactical, and managed portfolios), including risk and return metrics
- Performance data and analytics for Portfolio Ingredients (global asset classes, global equities, and global sectors)
- Full analytics for all Vanguard, Fidelity, iShares (ETFs only), and American ETFs and mutual funds

  Investable Allocations

- Investable Portfolio Recipes for all tactical portfolios (percentage allocations, updated monthly)
- Investable percentage allocations for all strategic / static portfolio recipes

  Usage License

- Licensed for professional adviser and client portfolio use

  Comparison Tools

- Interactive (clickable) risk vs. return scatterplots
- Multiple comparisons covering the past 1, 3, 5, 10, 15, & 20 years
- Downloadable spreadsheet with metrics for all Portfolio Recipes
- Historical performance data for all Portfolio Recipes & Ingredients and ETFs and mutual funds
- Historical allocations for all tactical Portfolio Recipes

 Resources

- Articles + how-to guides
- Monthly video commentary and portfolio highlights