Try a free subscription or the full version for just $15 per month. Choose a Portfolio Recipe (also known as "model portfolio" or "investing algorithm") from over 200 different approaches. Each Portfolio Recipe gives the exact ETFs or mutual funds to buy each month. Invest for yourself or your clients using a Portfolio Recipe that delivers higher return, lower risk, with lower fees. 

Compare and track over 200 Portfolio Recipes in three categories:

• Tactical Portfolio Recipes. These dynamic algorithms use a variety of approaches: Momentum, Mean-Variance Optimization, Conditional Value at Risk, Sector Rotation, or a combination. These recipes are updated monthly. Below are the #1 ranked Tactical Portfolio Recipes over the past 1, 10, and 15 years (through May 31, 2020).
• • 7.0% monthly return over the past 1 month for the Top 5 Sector Rotation Portfolio (id = t.srt5)
  • 21.3% annual return over the past 1 year for the Quarterly Asset Rotation Portfolio (id = t.qaro)
  • 16.6% annual return over the past 10 years for the Quartile Sector Rotation Portfolio (id = t.srqr)
  • 15.9% annual return over the past 15 years for the Pure Momentum Portfolio (id = t.pure)
  • For more details on each Tactical Portfolio Recipe, visit the Tactical Portfolio Descriptions page.

• Strategic Portfolio Recipes. These are static allocations based on ideas from Harry Browne, Scott Burns (Couch Potato), Ben Graham, Lazy Portfolios, and more. Below are the #1 ranked Strategic Portfolio Recipes over the past 1, 10, and 15 years (through March 31, 2020).
• • 5.7% monthly return over the past 1 month for the ETF Aggressive Portfolio (id = s.aggr)
  • 29.3% annual return over the past 1 year for the Permanent Plus Portfolio (id = s.plus)
  • 11.1% annual return over the past 10 years for the Strategic 80-20 Portfolio (id = s.8020)
  • 10.0% annual return over the past 15 years for the Permanent Plus Portfolio (id = s.plus)
    
    
• Managed funds from Vanguard, Blackrock, PIMCO, and others. These individual ETFs or mutual funds each have an objective that is set by professional portfolio managers. Use these all-in-one funds as points of comparison for the other Portfolio Recipes.

Receive Monthly Updates. We update every Portfolio Recipe monthly with the latest performance results.

• We update the Tactical Portfolio Recipes with the latest allocations and the list of the exact ETFs or mutual funds to buy for each Portfolio Recipe.
• We publish a wide range of performance analytics for each Portfolio Recipe so you can see risk and return compared to other recipes and to benchmarks.

Apply Advanced Analytics. Every Portfolio Recipe is fully analyzed with over 15 metrics, plus charts.

• Use a variety of risk, return, and risk-vs-return metrics to visualize and find your best portfolio recipe. Use maximum drawdown, downside deviation, standard deviation, beta, alpha, M-squared (Modigliani), and Sharpe ratio to gain a complete risk profile for each Portfolio Recipe.
• Compare dozens (or even hundreds) or Portfolio Recipes in a single glace using Risk vs. Return scatterplots. 
• Apply standard benchmarks to see how each Portfolio Recipe stacks up to the S&P 500, the U.S. Bond Index, and a 60-40 Balanced Portfolio.

...except with more choices, better performance, and more flexibility.

• More choices. Choose from dozens of different approaches from leading thinkers and investors, including tactical allocation, risk minimization, and sector rotation. Explore and compare using a full range of risk metrics, including maximum drawdown and alpha.
• Better performance. Find Portfolio Recipes that have greater return than leading benchmarks, or lower risk, or both.
• More flexibility. Adjust any Portfolio Recipe to meet your needs. Use any brokerage that you want. Blend multiple Portfolio Recipes to create a set of holdings tailored to your situation.