How to Rebalance Your Portfolio
1. Get your Portfolio's new allocation
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
After you have logged in to go.recipeinvesting.com, go to the Portfolio Recipe Summary Page, and click the name of your Portfolio Recipe in the "Recipe Name" column to open the detail page.
Scroll down to the "How to Invest" section and find "Recipe ingredients (for FolioInvesting.com)"
This will show the tickers for the ETF ingredients used in this Portfolio Recipe. You will also see the percentage allocation for each ETF.
Note that these tickers and numbers are formatted in two ways:
Formatted for input into the FolioInvesting.com order page. Here an example of how a recipe's ingredients may appear:
Formatted for you to read and use at any other brokerage. Here an example of how a recipe's ingredients may appear:
EEM=20.00%, EFA="30.00," GLD="20.00%," IWM="30.00%
3. Log in to your brokerage account and place the trades.
Get More Portfolio Recipes
Get FREE, instant access to 275+ Portfolio Recipes, including tactical, strategic, do-it-yourself, and managed.
Find low risk, high return Portfolio Recipes using full analytics (Performance, Risk vs. Return, Risk) for each individual Portfolio Recipe.
Compare all Portfolio Recipes head-to-head using risk vs. return scatterplots.
Compare 100+ asset class ETFs with results over 1, 3, 5, 7, and 10-year periods.