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 specifies the exact ETFs or mutual funds to buy to create a portfolio using that Portfolio Recipe. So you can use a Portfolio Recipe to invest for yourself or for your clients. You can use a Portfolio Recipe that delivers higher return, lower risk, with lower fees.

We publish and track Portfolio Recipes in 3 main categories:

• Tactical Portfolio Recipes. These are dynamic algorithms that use a variety of approaches such as Momentum, Mean-Variance Optimization, Conditional Value at Risk, Sector Rotation, or a combination of methods. These recipes are updated monthly. The best performing tactical Portfolio Recipe over the 12 months is Quartile Sector Rotation (id = t.srqr), with a 56.7% one-year return. 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. The best performing static Portfolio Recipe over the past 12 months is Lazy Portfolio: Second Grader (id = s.seco), with a 21.0% total annual return.
• Managed funds from Vanguard, Blackrock, PIMCO, and others. These individual ETFs or mutual funds each have an objective that , these professional Use these all-in-one funds as points of comparison for the other Portfolio Recipes.

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.

...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.