We track and compare over 200 Portfolio Recipes (also known as "model portfolios" or "investing algorithms") that you can invest in for yourself or your clients. Each Portfolio Recipe includes the exact ETFs or mutual funds to buy each month. For each Portfolio Recipe, we calculate and graph dozens of risk and return metrics going back 15 years so you can see what's best.
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The 200+ Portfolio Recipes fall into three categories: Tactical Portfolio Recipes, Strategic Portfolio Recipes, and Managed funds.
Here are the top Tactical Portfolio Recipes through September 30, 2020.
For the full list of Portfolio Recipes (including Strategic and Managed Portfolios) and how to invest in each, Subscribe or Login.
The three categories of Portfolio Recipes that we compare and track are as follows:
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Below is a step-by-step guide to choosing a "Portfolio Recipe" using VizMetrics. The Portfolio Re...
After you have selected a Portfolio Recipe, you are now ready to invest. If you have not yet sele...
This describes the ways you can keep your portfolio allocation up-to-date.
...except with more choices, better performance, and more flexibility.
Create your best portfolio by choosing from over 200 Portfolio Recipes that are carefully tracked by VizMetrics.
VizMetrics publishes full details for every Portfolio Recipe, including the following:
VizMetrics Portfolio Recipes cover a variety of investment strategies including tactical/dynamic, strategic/static, and professionally managed funds. Try a free subscription today! No credit card required.