Below is a step-by-step guide to chosing a "Portfolio Recipe" using RecipeInvesting.com. Please contact us if you have any questions.
1. Signup for a Free or Investor subscription.
2. Find a few Portfolio Recipes that look interesting
You can also browse the list of Portfolio Recipes that appears below the scatterplots. An excerpt is shown below. Click on the column headings (e.g., "10 year") to sort by that column.
3. Get the Portfolio Recipe and details
After you have found a Portfolio Recipe that you are interested in, click on the Recipe Name to see the full details
Explore the Portfolio Recipe's performance metrics covering risk, return, and risk-vs-return over 1, 3, 5, 7, and 10-year periods.
Portfolio Recipe detail:
description, ingredients, and peer comparison
Portfolio Recipe detail:
5-year total return graph
Portfolio Recipe detail:
Risk vs. Return metrics
4. Invest at your favorite brokerage
Use the "How to Invest" section of the portfolio's detail page to buy the desired securities at FolioInvesting.com or your favorite brokerage.
5. Monitor performance and rebalance
Use RecipeInvesting.com to track your portfolio's risk and return compared to benchmarks and other portfolio recipes.