VizMetrics Free Subscription

We offer a free subscription for accessing the Portfolio Recipes, comparisons, metrics, and analysis.

  • VizMetrics Free gives you an overview of all Portfolio Recipes including the latest 1-year of performance and risk metrics.
  • VizMetrics Investor gives you full access and power for choosing and investing in your best Portfolio Recipe.

 

Feature Comparison

VizMetrics Free VizMetrics Investor
Price per month $0 $15

Compare Portfolio Recipes

 

 

Full analytics (Performance, Risk vs. Return, Risk) for each individual Portfolio Recipe

15-Year Comparison of Portfolio Recipes (plus 1, 3, 5, 7, and 10-year periods)

(latest 1 year only)

Interactive Risk vs. Return Scatterplots. Point to each dot on the scatterplot to reveal its Portfolio ID. This allows you to quickly find the low risk, high return Portfolio Recipes.

(static scatterplots)

(fully interactive)

Portfolio Ingredient Comparison. 100+ asset class ETFs compared for all time periods (1, 3, 5, 7, 10, and 15-year periods)

VizMetrics Articles. Full access to Portfolio Recipe insights and discussion.

Downloadable spreadsheet with all recipes. Sort and analyze using a spreadsheet (.xls format) of every portfolio recipe. Includes tickers, descriptions, and over 50 risk and return metrics for each recipe.

Invest in Portfolio Recipes

   
Ingredients and percentage allocations for Portfolio Recipes. Investable instructions for each tactical and strategic Portfolio Recipe. For example, the VizMetrics Conditional Value-at-Risk recipe (t.cvar) might be shown as EFA=32.68%, GLD=30.96%, TLT=36.36%.

VizMetrics How-To Guides. Full access to step-by-step guides for investing with Portfolio Recipes

Rebalance Your Portfolio Recipes

   
Ready-to-Go Portfolio Recipes. Allocation percentages in a ready-to-go format for use at FolioInvesting.com or your favorite brokerage.