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"
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:
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
VizMetrics helps investors and advisors maximize results by providing Portfolio Recipes and tools to choose, invest, and rebalance.
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Houston, Texas USA
Tel: (713) 667-5570