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 so you can see what's best.
Find a Portfolio Recipe with higher returns, lower risk, and lower fees.
What are the top performing Portfolio Recipes through July 31, 2020? See below for actual results from a variety of Portfolio Recipes: tactical/dynamic, strategic/static, and professionally managed.
To see the full list and how to invest in each, Subscribe or Login.
1-month total return
9.9% Berkshire Hathaway Inc (BRK.A)
9.3% Quartile Sector Rotation (t.srqr)
7.7% Permanent Plus (s.plus)
1-year total return
34.4% Permanent Plus (s.plus)
29.0% Quarterly Asset Rotation (t.qaro)
26.5% Calamos Convertible A (CCVIX)
15-year total return (annualized)
17.1% Pure Momentum (t.pure)
10.6% Permanent Plus (s.plus)
9.0% Loomis Global Eq Y (LSWWX)
We compare and track over 200 Portfolio Recipes in three categories.
Receive Monthly Updates. We update every Portfolio Recipe monthly with the latest performance results.
Apply Advanced Analytics. Every Portfolio Recipe is fully analyzed with over 15 metrics, plus charts.
VizMetrics Free Subscription
Free access to 200+ Portfolio Recipes including tactical/dynamic algorithms and strategic/static allocation models.
VizMetrics Investor Subscription
Receive all the features of the Free Subscription, plus everything you need to invest using any Portfolio Recipe:
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.