How-to Guides
We've prepared the following How-to Guides to help you find and create your best investment portfolio.
- Get maximum results using VizMetrics Portfolio Recipes and Comparisons.
- Create and maintain an investment portfolio using the Choose-Invest-Rebalance process.
- See an overview of the Choose-Invest-Rebalance process, below.
For full access to these resources, sign-up for VizMetrics Free (no cost) or VizMetrics Investor (monthly subscription with complete analytics).
How-to Guides (available to subscribers)
- How to apply the Choose - Invest - Rebalance process to your investment portfolio
- How to choose a great portfolio
- How to invest in a Ready-to-Go portfolio
- How to invest in a strategic portfolio
- How to invest in a tactical portfolio
- How to rebalance a Ready-to-Go portfolio
- How to rebalance your portfolio
- How to use daily, weekly, and 200-day metrics on a VizMetrics Comparison
- How to use the correlation metrics and heatmap
- How to use the risk vs. return scatterplot chart
- How to use total return and risk metrics
How to find your best investment portfolio
Choose your ideal portfolio, then invest and rebalance using powerful tools.
Choose, invest, and rebalance a portfolio that meets your needs. The VizMetrics Investor subscription includes access to nearly 300 Portfolio Recipes that you can choose from. Try a Free 14-day Trial, no credit card required. For every Portfolio Recipe, we provide the following:
- Risk and return metrics so that you can choose which recipe best fits your needs and preferences.
- Clear instructions for how to invest using that recipe.
- Updated portfolio allocations (for tactical Portfolio Recipes) so you can rebalance to maintain the target allocation.
Choose your ideal Portfolio Recipe.
Compare and select from nearly 300 Portfolio Recipes covering three broad types of investment approaches:
- Tactical portfolio recipes. If you prefer a dynamic approach that changes the portfolio's ingredients based market conditions, then VizMetrics has 29 tactical portfolio recipes to choose from. Try a Free 14-day Trial, no credit card required.
- Strategic portfolio recipes. If you prefer a static, buy-and-hold approach, then VizMetrics has 31 strategic Portfolio Recipes to choose from. Try a Free 14-day Trial, no credit card required.
- Tactical managed funds. If you prefer an "all-in-one" fund that allocates assets under the direction of an asset manager, then VizMetrics tracks over 240 portfolios from professional managers. Try a Free 14-day Trial, no credit card required.
Pick your favorite Portfolio Recipe by using a variety of risk and return comparisons.
- Risk vs. Return scatterplots. Find your ideal portfolio by looking at the top left corner of these charts. The Portfolio Recipes with the highest return and lowest risk will appear in the "northwest corner" of these scatterplots.
- Risk and return metrics. Choose a portfolio by comparing Portfolio Recipes head-to-head based on their historical performance and risk measures. You can also see how each Portfolio Recipe moves in relation to five leading asset classes.
- Portfolio ranking and sorting. Click the column heading at the top of any table to sort by that metric. Get an instant ranChoose-Invest-Rebalance processking for your favorite metric.
- VizMetrics Score. This score, based on a range of 0 to 100, tells you how well a portfolio compares to the best possible benchmark portfolio (with a score of 100) and to the worst possible portfolio (with a score of zero). Any Portfolio Recipe that consistently has a high VizMetrics Score is worth a closer look.
Invest in your chosen Portfolio Recipe by buying the underlying recipe ingredients.
Invest in your Portfolio Recipe at your favorite brokerage or FolioInvesting.com. VizMetrics provides detailed investing instructions, depending on the type of Portfolio Recipe that you have chosen. The "How to Invest" section, which appears on the detail page for each portfolio recipe, shows exactly what to buy.
- How to invest in a tactical portfolio. The tactical VizMetrics Portfolio Recipes are identified with an ID beginning with "t." such as t.trdd or t.aaac.
- How to invest in a Ready-To-Go Portfolio. These are 13 VizMetrics portfolio recipes that are available for quick investing and rebalancing at FolioInvesting.com using automatic allocation. You also can receive notification of when it's time to rebalance and then use online tools to rebalance your portfolio in just a few clicks.
- How to invest in a strategic portfolio. The strategic VizMetrics Portfolio Recipes are identified with an ID beginning with "s." such as s.brow or s.noeq.
- How to invest in a mutual fund or ETF portfolio. These portfolios have a ticker symbol that does not begin with t. or s., such as ALFA or VWIAX. You may purchase these portfolios at FolioInvesting.com or your favorite brokerage.
Rebalance your portfolio to match the underlying Portfolio Recipe.
Once you have invested using a Portfolio Recipe, you can update your holdings each month by adjusting your portfolio's ingredients to match the Portfolio Recipe.
- Easily rebalance at FolioInvesting.com using the automated tools and just a few clicks.
- Or rebalance at your favorite brokerage using the percentage allocations for each Portfolio Recipe. The detail page for each Portfolio Recipe includes the exact formula to create that recipe.
- Use the new portfolio allocation (updated monthly) to match your portfolio to the target Portfolio Recipe.
