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
2. Find the portfolio ingredients and percentages
3. Pick a brokerage account
Use your existing broker 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:
4. Submit your trades
You can buy the portfolio ingredients at your brokerage, by entering a buy order for each portfolio ingredient.
If you are investing at FolioInvesting.com, you can enter target percentages and the trades will be number of shares will be calculated for you. Instruction for investing in a Portfolio Recipe at FolioInvesting.com are as follows:
If you are investing at a discount brokerage without a rebalancing tool, follow these steps.
If you are a financial advisor, you can use the client rebalancing tool provided by your custodian, your prime brokerage, or a third-party software company. Examples include iRebal at TDAmeritrade (built into Veo), Portfolio Rebalancer at Charles Schwab (integrated with schwabadvisorcenter.com Trading Tools), Morningstar tRx, RedBlack, and TradeWarrior.
4. Track your progress and rebalance monthly
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
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