Maximize Your Portfolio Returns
Enjoy higher returns on your investments with lower risk and lower fees.




Looking for a portfolio recipe for your investments that's easy to manage?
VizMetrics provides Portfolio Recipes that you can follow to improve your investment return.

How does a VizMetrics Portfolio Recipe work?
1. Pick a Portfolio Recipe that fits your needs based on risk and reward metrics
2. Invest using your portfolio recipe with a few clicks at FolioInvesting.com, or use your current broker.
3. Monitor and rebalance monthly

The Results
Performance data for VizMetrics Portfolio Recipes went live in March 2014 and performance prior to that date is based on applying the same recipe algorithms to earlier data. 
  • Over the past 12 months, the best performing Portfolio Recipe is VizMetrics Minimum Drawdown Portfolio (t.loss) with a 14.7% annual return. 
  • Over the past 7 years, the best performing Portfolio Recipe is VizMetrics Adaptive (t.aaad) with a 15.4% annual return. 
See the full list of recipes.

Start your Free Trial and see every VizMetrics Portfolio Recipe will full performance details.
  • Try it risk free. Try a subscription free for 14-days. No credit card required. 
  • Affordable. Subscribe for only $149 per year for access to all VizMetrics Portfolio Recipes and results.
  • Lots of choices. Choose from over 50 Portfolio Recipes, covering a range of methodologies, algorithms, risk, and return.
    • more than 30 Tactical (dynamic) Portfolio Recipes
    • more than 15 Strategic (static) Portfolio Recipes
  • Easy to compare. See results for all the VizMetrics Portfolio Recipes, plus results from over 80 mutual funds and asset allocation ETFs.
  • Performance updates. Detailed monthly updates for each Portfolio Recipe, including risk and return metrics.
  • Easy to invest. Quick one-click rebalancing using Ready-to-Go (RTG) Folios at FolioInvesting.com.
  • Flexible. Implement any Portfolio Recipe at FolioInvesting or your brokerage by using the recipe ingredients and allocations provided in the VizMetrics Investor reports.

Top Ranked Portfolios for the 7 years ending December 31, 2014. 



Tactical Portfolios using ETFs
Strategic Portfolios using ETFs
Income Funds
Actively Managed Funds


Portfolio
ID
V-score Annual
return*

Portfolio
ID
V-score Annual
return*

Symbol V-score Annual
return*

Symbol V-score Annual
return*
#1
t.aaad 100 +15.9%
s.brow 92 +6.5%
PONDX 100 +9.9%
SFHYX 100 +6.8%
#2
t.trdd 100 +14.7%
s.dali 85 +5.5%
VWIAX 97 +7.5%
BPLSX 98 +13.6%
#3
t.tret 100 +14.3%
s.noeq 84 +8.9%
FHIGX 94 +5.1%
VWINX 97 +7.6%
#4
t.aaab 100 +14.1%
s.6040 83 +6.9%
PRINX 93 +5.5%
EIGMX 94 +3.4%
#5
t.aaac 100 +13.9%
s.couc 82 +6.2%
MDNLX 93 +5.3%
GBMFX 91 +5.7%



















Full ranking »
Full ranking »
Full ranking »
Full ranking »

* The annual return is the portfolio's annual growth rate over the past 7 years. The V-score measures the portfolio's risk-adjusted return on a scale from 0 (worst) to 100 (best).

Every portfolio recipe is available as part of the 14-day free trial.

Portfolio Risk vs. Return Analysis
The purple and blue dots on the graph below represents separate VizMetrics Portfolio Recipes. The green and orange symbols represent a selection of actively managed mutual funds and ETFs from professional managers. The best portfolios appear near the top left corner. Invest using any of the VizMetrics Portfolio Recipes at FolioInvesting or at your favorite brokerage by getting the Porfolio Recipe details from the corresponding VizMetrics Report listed below.
 



  ●  Tactical Portfolio Recipes
  • These Portfolio Recipes maximize returns using a dynamic asset allocation. See VizMetrics Report "vm49" for the complete list of these Porfolio Recipes
♦  Strategic Portfolio Recipes
  • These Portfolio Recipes implement a fixed allocation. See VizMetrics Report "vm48" for the complete list of Portfolio Recipes.
■  Income Funds
  • These portfolios are managed funds and focus on producing monthly dividends. See VizMetrics Reports "vm09" and "vm10" for details.
▲ Actively Managed Funds
  • These portfolios are individual asset allocation funds from professional money managers.  See the following VizMetrics Reports for details: vm05, vm06, vm07, vm08.

Already have your own asset allocation? Use our Comparison Tools to see risk vs. return for over 600 asset class funds. Learn more...

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