How to Invest using a Portfolio Recipe

 

After you have chosen a Portfolio Recipe, you are now ready to invest. If you have not yet selected a Portfolio Recipe, refer to "How to Choose a Portfolio Recipe." Please contact us if you have any questions.

 

Investing using a VizMetrics Portfolio Recipe

 

1. Get the Portfolio Recipe ingredients

Login at go.recipeinvesting.com/login and go to the detail page for your chosen Portfolio Recipe

 

2. Find the section labeled "How to invest"  

  • If the ID for your chosen Portfolio Recipe starts with "t." (such as t.aaae or t.mva3) or "s." (such as s.plus or s.brow) then you will locate the portfolio ingredients and percentages, which will look similar to this: 
    • EEM=2.08%, EFA=5.89%, GLD=40.59%, IWM=8.64%, IYR=10.16%, QQQ=2.79%, SPY=5.61%, TLT=24.24%. 
    • The number of ingedients and percentages will vary based on the Portfolio Recipe you have chosen. 
  • If the ID for your chosen Portfolio Recipe is a mutual fund (e.g., VWIAX or VBIAX) or an exchange-traded fund (e.g., AOA, DVY), then the only ingredient in your recipe will the fund itself. 

2. Pick a brokerage account

You can buy the portfolio ingredients at your brokerage, by entering a buy order for each portfolio ingredient. To find the dollar amount to invest in each ingredient, multiply the percentage allocation for an ingredient by the total amount you wish to invest. This will give you the dollar amount to buy for each ingredient.

 

Or you may wish to consider a "portfolio brokerage" that permits buying and selling using portfolio percentages. We recommend FolioInvesting.com, since they provide the following:

  • Automatic calculation of all the trades needed based on the ingredient percentages
  • Simplified, one-click trading
  • Flat annual fee for up to 2,000 trades per month

3. Submit your trades

After you receive confirmation of your buy orders, you can track your portfolio's progress in your brokerage account. If you are using a tactical (t.) Portfolio Recipe, you will need to rebalance your portfolio at the beginning of the next month. The list of new ingredients and allocations is published for each Portfolio Recipe on the first trading day of each calendar month. Access these by logging in at go.recipeinvesting.com/login