1. Log in at go.recipeinvesting.com/login to get new Portfolio Recipe allocation that you will use for the upcoming month.
2. Find your Portfolio Recipe's ingredients for the upcoming month
3. Log in to your brokerage account and place the trades.
At FolioInvesting.com, you can rebalance with a few clicks. This will execute just the trades needed to re-align your holdings with the target holdings using the Portfolio Recipe. Full instructions are provided in a How-To Guide at go.recipeinvesting.com
At another brokerage, you can rebalance by calculating the number of shares of each portfolio ingredient to buy or sell. Then you can place each trades for each portfolio ingredient that has changed.
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