Find a high-performing Portfolio Recipe.
Subscribe to Recipe Investing to invest in portfolios with higher returns, lower risk, and lower fees. Try a free subscription or the full version for $15 per month.
Top Tactical Portfolio Recipes through June 30, 2022:
- 1-month total return: -0.6% Top 3 Sector Rotation (t.srt3)
- 1-year total return: +15.8% Faber Relative Strength: Top 2 (t.frs2)
- 5-year total return (annualized): +14.8% Top 5 Sector Rotation (t.srt5)
- 10-year total return (annualized): +17.7% Quartile Sector Rotation (t.srqr)
- 15-year total return (annualized): +16.1% Pure Momentum (t.pure)
For the full list of Portfolio Recipes and how to invest in each, Subscribe or Login.
Choose.
Use the Recipe Investing performance data, risk metrics, graphs, and scatterplots from one of our subscriptions to find a Portfolio Recipe you like.
Invest.
After Choosing a Portfolio Recipe, buy the ETFs or funds required to create your own portfolio that matches the Portfolio Recipe allocation. Get advice tailored to you, for the brokerage you choose.
Rebalance.
If the Portfolio Recipe you are invested in changes at the beginning of a month, buy or sell the specified ingredients to match the latest Portfolio Recipe allocation.
Investing and Rebalancing help. Tailored to the brokerage YOU choose.
How-To Guides
In order to make the most of RecipeInvesting.com, we offer these step-by-step processes for choosing, investing, and rebalancing your portfolio.
Rebalance Your Portfolio at M1 Finance
After you have invested in a Portfolio Recipe, it may be time to rebalance. This How-To Guide is the next...
Invest at M1 Finance Using a Portfolio Recipe
After you have chosen a Portfolio Recipe, you are now ready to invest. This How-To Guide is the next...
Choose a Portfolio Recipe
Below is a step-by-step guide to choosing a "Portfolio Recipe" using RecipeInvesting.com...
Recent Articles
We periodically publish articles related to model portfolios, tactical asset allocation, strategic portfolios, and ETF investing.
Permanent Portfolio Alternatives: Exploring 4 Low-Risk Options With Higher Annual Returns
The so-called “Permanent Portfolio” was designed in the 1980s to be safe and profitable...
6 More Portfolio Recipes That Beat The "Lazy Portfolios"
Six years ago, we took it upon ourselves to investigate four portfolio recipes that consistently beat...
Finding Tactical Portfolios That Outperform Warren Buffett's Berkshire Hathaway
American Investor Warren Buffett, the "Oracle of Omaha," is considered one of the most...
VizMetrics Free
Free access to 200+ Portfolio Recipes including tactical/dynamic algorithms and strategic/static allocation models.
- Includes recipes inspired by a variety of approaches: Adaptive, Momentum, MVO, CVaR, Risk Parity, Sortino, Lazy, Browne, Fundamental, Dalio, Graham, Swensen, Faber.
- 1-year Portfolio Recipe comparisons with metrics and graphical analysis.
- Also access the risk and return metrics for 100+ ETF portfolio ingredients.
VizMetrics Investor
- Percentage allocations and exact ETF ingredients for each Portfolio Recipe
- Monthly cut-and-paste rebalance instructions for all ETF Portfolio Recipes. Implement at your favorite brokerage.
- 10-year Portfolio Recipe comparisons with interactive risk vs. return scatterplots.
- Downloadable spreadsheet with all Portfolio Recipe risk and return data.
