Recipe Investing Subscriptions

Need a More Detailed Breakdown of Features and Resources?

• Full Analytics for 200+ Portfolio Recipes: Performance, Risk vs. Return, and Risk Metrics for each individual Portfolio Recipe. Get insights into a wide range of portfolio strategies, including strategic long-term portfolios, tactical portfolios, and professionally managed portfolios. Analytics include annualized return, risk vs. return ratios, and scatterplots. Covered time periods are 1, 3, 5, 10, 15, and 20 years.
• Performance Data and Analytics for Portfolio Ingredients: Access detailed performance data for a curated set of 100+ ETFs covering Global Assets Classes, Global Sectors, and Country/Region Equity Portfolios. Compare performance and risk metrics over the past 1, 3, 5, 10, 15, and 20-year time periods.
• Full Analytics for all Vanguard ETFs and Mutual Funds: Explore comprehensive analytics for every Vanguard ETF and mutual fund, including historical performance, risk assessments, and allocation trends. Perfect for those who prioritize Vanguard products in their investment strategy.

• Licensed for Professional Adviser and Client Portfolio Use: Professional advisers can use these portfolio recipes and analytics in client presentations, managed accounts, portfolios, and reports. Licensing ensures compliance with professional standards and legal requirements.

• Investable Portfolio Recipes for all Tactical Portfolios: Ready-to-Go Portfolio Recipes in the form of a list of ETFs (or mutual fund) and an allocation percentage for each fund. Invest at your favorite brokerage. Receive monthly updates on tactical portfolio recipes, including the precise percentage allocations that are calcuated using the Portfolio Recipe's underlying algorithm. For example, the Vizmetrics Tactical Adaptive Allocation Portfolio F (t.aaaf) recipe might be shown as:
  

  DBC=22.94%, EFA=0.31%, IWM=0.13%, IYR=7.37%, SPY=69.25%

• Investable Percentage Allocations for all Strategic / Static Portfolio Recipes: Access fixed percentage allocations and instructions for investing in each Portfolio Recipe.

• Interactive (Clickable) Risk vs. Return Scatterplots: Visualize the risk and return characteristics of different portfolios with interactive scatterplots. These allow you to quickly find the low risk, high return Portfolio Recipes. For paid subscribers, simply point to each dot on the scatterplot to reveal its Portfolio ID. Clicking on data points provides more detailed information about each portfolio.
• 20-Year Comparison: Analyze the long-term performance of portfolio recipes with a 20-year historical comparison. This feature provides context for how portfolios perform across various market cycles. Historical comparison also includes the 1, 3, 5, 10, and 15-year periods.
• Downloadable Spreadsheet with Metrics for All Portfolio Recipes: Download comprehensive spreadsheets containing key metrics for all portfolio recipes. Use this data for further analysis or to customize reports. Sort and analyze using a downloadable spreadsheet (.xls format) of every portfolio recipe. Includes tickers, descriptions, and over 50 risk and return metrics for each recipe.
• Historical Performance Data for Tactical Portfolio Recipes: Access historical performance data for tactical portfolios (with t. prefix), allowing you to track past performance and understand how tactical adjustments have impacted returns.
• Historical Allocations for Tactical Portfolio Recipes: Review historical allocation changes for tactical portfolio recipes (with t. prefix). This help you understand how these portfolios have adapted over time.

• Articles + How-to Guides: Access a library of articles and guides that explain investment concepts, portfolio strategies, and how to make the most of RecipeInvesting tools. Also access step-by-step guides for investing with Portfolio Recipes.
• Monthly Video Commentary and Portfolio Highlights: Receive monthly video updates that provide commentary and insights on market trends and portfolio highlights.