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