Portfolio Recipes

The scatterplots below show risk vs. return for every Portfolio Recipe that we track, for the period ending Oct 31, 2015. Each dot represents a separate Portfolio Recipe. The best Portfolio Recipes (with highest return and lowest risk) appear at the top left of each scatterplot. This is just a sample; a VizMetrics subscription gives you several ways to compare and choose a Portfolio Recipe.

Subscribe to VizMetrics to see the details for every Portfolio Recipe on the above scatterplots. Or try a free 14-day trial.

Use the scatterplots to find your ideal portfolio that meets your risk and return preferences. Then easily invest in that Portfolio Recipe (see "The Process," below). You can also use the full list of all Portfolio Recipes to rank and sort based on all the key risk and return metrics, using a page like this:

• 14.0% annual return from AQR Multi-Strategy Alternative I (ASAIX)
• 9.2% annual return from Credit Suisse Long/Short Liquid Index ETN (CSLS)
• 7.9% annual return from VizMetrics Minimum Drawdown Portfolio (t.loss)

The best performing Portfolio Recipes over the last 7 years (through Oct 31, 2015)

• 25.0% annual return from VizMetrics Pure Momentum Portfolio (t.pure)
• 19.4% annual return from Forward Select Income Institutional (KIFYX)
• 17.2% annual return from Nuveen Credit Strategies Income (JQC)

Once you've found a Portfolio Recipe that you like, investigate further by clicking on the name of the Portfolio Recipe. This reveals the detailed VizMetrics analysis with risk metrics, total return results, risk vs. return measures, peer comparisons, and correlations.

Portfolio Recipe detail: description, ingredients, and peer comparison	Portfolio Recipe detail: 5-year total return graph	Portfolio Recipe detail: Risk vs. Return metrics

Performance data for the VizMetrics Tactical Portfolio Recipes went live in March 2014 and performance prior to that date is based on applying the same recipe algorithms to earlier data.

Start your Free Trial and see every VizMetrics Portfolio Recipe will full performance details.

How to invest at FolioInvesting.com

Step 1. Sign-up for a VizMetrics Subscription
Log-in to go.VizMetricsOnline.com and choose a tactical portfolio that fit your needs based on risk and return. Sign up for a 14-day free trial to get full access to all VizMetrics analytics.

Step 2. Sign-up for an account at FolioInvesting.com
Sign-up using this link to access the following cool features at FolioInvesting.com:

• One-click access to the VizMetrics Tactical Portfolios
• Fractional Shares. Buy and sell in dollar amounts, even in fractions of shares. This allows you to invest in a VizMetrics Tactical Portfolio using precise percentage allocations and then sync with the updated allocation each month.
• Rebalancing. Use automated settings to rebalance and maintain the right allocation in a VizMetrics Tactical Portfolio. receive monthly Portfolio updates through the brokerage account you open at Folio Investing.
• Flat-Fee Pricing. Get 2,000 commission-free trades each month (within a specified trading window) for one flat fee.

Step 3. Click to invest in a VizMetrics Ready-to-Go Folio
Login to FolioInvesting.com, and select the VizMetrics Ready-to-Go Folio that you wish to invest in. All of the ETFs that you need to purchase to create a VizMetrics Tactical Portfolio will automatically be added to a single transaction window. Review and submit the trades.

Step 4. Click to rebalance monthly
At the beginning of each month, you'll receive an email when it's time to update your VizMetrics Tactical Portfolios in your Folio Investing account. You can then log-in at FolioInvesting.com and rebalance your Portfolios with just a few clicks.

Available Portfolio Recipes

VizMetrics provides Portfolio Recipes and analytics in several categories:

• Tactical Portfolio Recipes available at FolioInvesting.com
• Tactical Portfolios using ETFs
  • Adaptive Portfolios
  • Risk-Driven Portfolios
  • Correlation Portfolios
  • Diversification Portfolios
  • Target Return Portfolios
  • Risk/Reward Portfolios
• Strategic Portfolios using Exchange-Traded Funds (ETFs)
  • Balanced Strategic Portfolios
  • High-Equity Strategic Portfolios
  • Low-Equity Strategic Portfolios
• Tactical Managed Funds
  • Income Funds
  • Actively Managed Funds

Tactical Portfolio Recipes available at FolioInvesting.com

VizMetrics Tactical Portfolios are now available at FolioInvesting.com. Invest in a VizMetrics Tactical Portfolio in a single transaction with just a few clicks. Then update and rebalance your portfolio each month using quick, automated settings at Folio Investing.

Instead of placing a separate order for each ETF in a VizMetrics Portfolio, and then placing new orders each month to rebalance your holdings, you can now use FolioInvesting.com to simplify investing in a VizMetrics Portfolio.

Several VizMetrics Tactical Portfolios have been set up as "Ready to Go" Folios at FolioInvesting.com. This allows you to click one button to select all the ETFs in a VizMetrics Portfolio, with the proper allocation to each ETF. Then you can purchase all the ETFs (including fractional shares to get the allocation just right) in a VizMetrics Portfolio with one simple transaction.

Here are the VizMetrics Tactical Portfolios available to VizMetrics subscribers at FolioInvesting.com (with VizMetrics ticker id):

• VizMetrics Adaptive (t.aaad)
• VizMetrics EW Cluster (t.dist)
• VizMetrics Max Diversity (t.mdiv)
• VizMetrics Max Sortino (t.sort)
• VizMetrics Min CDaR (t.cdar)
• VizMetrics Min CVaR (t.cvar)
• VizMetrics Min Deviation (t.madm)
• VizMetrics Min Variance (t.mvar)
• VizMetrics MinCorrelation (t.coco)
• VizMetrics Post-Modern (t.trdd)
• VizMetrics Risk Parity (t.rpba)
• VizMetrics Max Sharpe (t.shar)

Details about each VizMetrics Tactical Portfolio are available on the Tactical Portfolio Recipes page.