Investable, High-Performing, Model Portfolios
for Investors and Advisers.
Choose a Portfolio Recipe that delivers high return, lower risk, and lower fees.
Compare over 200 investable Portfolio Recipes (also known as "model portfolios" or "investing algorithms"). Each Portfolio Recipe (updated monthly) shows the ETFs or funds to buy. Find your favorite using dozens of risk and return metrics going back 15 years.
Find a high-performing Portfolio Recipe.
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Top Tactical Portfolio Recipes through February 28, 2023:
|• 1-month total return: -0.8%||Defensive Bond (t.dbnd)|
|• 1-year total return: +24.5%||Quartile Sector Rotation (t.srqr)|
|• 5-year total return (annualized): +12.3%||Top 5 Sector Rotation (t.srt5)|
|• 10-year total return (annualized): +15.9%||Quartile Sector Rotation (t.srqr)|
|• 15-year total return (annualized): +15.2%||Quartile Sector Rotation (t.srqr)|
The 200+ Portfolio Recipes fall into three categories: Tactical Portfolio Recipes, Strategic Portfolio Recipes, and Managed funds.
For the full list of Portfolio Recipes and how to invest in each, Subscribe or Login.
Use the Recipe Investing performance data, risk metrics, graphs, and scatterplots from one of our subscriptions to find a Portfolio Recipe you like.
After Choosing a Portfolio Recipe, buy the ETFs or funds required to create your own portfolio that matches the Portfolio Recipe allocation. Get advice tailored to you, for the brokerage you choose.
If the Portfolio Recipe you are invested in changes at the beginning of a month, buy or sell the specified ingredients to match the latest Portfolio Recipe allocation.
Investing and Rebalancing help. Tailored to the brokerage YOU choose.
Be your own robo-adviser...
except with more choices, better performance, and more flexibility.
In order to make the most of RecipeInvesting.com, we offer these step-by-step processes for choosing, investing, and rebalancing your portfolio.
Rebalance Your Portfolio at M1 Finance
After you have invested in a Portfolio Recipe, it may be time to rebalance. This How-To Guide is the next...Continue Reading
Invest at M1 Finance Using a Portfolio Recipe
After you have chosen a Portfolio Recipe, you are now ready to invest. This How-To Guide is the next...Continue Reading
Choose a Portfolio Recipe
Below is a step-by-step guide to choosing a "Portfolio Recipe" using RecipeInvesting.com...Continue Reading
We periodically publish articles related to model portfolios, tactical asset allocation, strategic portfolios, and ETF investing.
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6 More Portfolio Recipes That Beat The "Lazy Portfolios"
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Finding Tactical Portfolios That Outperform Warren Buffett's Berkshire Hathaway
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Build a high performing investment portfolio...
that you can manage yourself.
Free access to 200+ Portfolio Recipes including tactical/dynamic algorithms and strategic/static allocation models.
- Includes recipes inspired by a variety of approaches: Adaptive, Momentum, MVO, CVaR, Risk Parity, Sortino, Lazy, Browne, Fundamental, Dalio, Graham, Swensen, Faber.
- 1-year Portfolio Recipe comparisons with metrics and graphical analysis.
- Also access the risk and return metrics for 100+ ETF portfolio ingredients.
Receive all the features of the Free Subscription, plus everything you need to invest using any Portfolio Recipe.
- Percentage allocations and exact ETF ingredients for each Portfolio Recipe.
- Monthly cut-and-paste rebalance instructions for all ETF Portfolio Recipes. Implement at your favorite brokerage.
- 10-year Portfolio Recipe comparisons with interactive risk vs. return scatterplots.
- Downloadable spreadsheet with all Portfolio Recipe risk and return data.