VizMetrics Products
Optimize your asset allocation and asset selection using VizMetrics Reports




VizMetrics provides the following analytical reports for optimizing asset allocation and asset selection:

 Asset Allocation Reports
    Strategic Allocations (10 reports)
    Active Portfolios (3 reports)
 Asset Selection Reports
    Global Asset Comparisons (6 reports)
    Alternative Investments (7 reports)
    U.S. Equities (5 reports)
    International Equities (3 reports)
    Cash & Fixed Income (5 reports)


Asset Allocation Reports

Strategic Allocations

  Selected Allocations: Blue Chip
report focus investable model portfolios consisting of large cap equities and bonds   number of portfolios compared 36, including portfolios at various risk levels (conservative to aggressive) portfolio types exchange-traded funds (ETFs) metrics included 8 scatterplots included 4 how to subscribe Expert Subscription

  Selected Allocations: No Bonds
report focus investable model portfolios that exclude bonds number of portfolios compared 36, including portfolios at various risk levels (conservative to aggressive) portfolio types exchange-traded funds (ETFs) metrics included 8 scatterplots included 4 how to subscribe Expert Subscription

  Select Allocations: No Equity
report focus investable model portfolios that exclude equities number of portfolios compared 36, including portfolios at various risk levels (conservative to aggressive) portfolio types exchange-traded funds (ETFs) metrics included 8 scatterplots included 4 how to subscribe Expert Subscription

  Select Allocations: Stock & Bond Only
report focus investable model portfolios that include only stocks & bonds, and exclude gold, commodities, and real estate number of portfolios compared 36, including portfolios at various risk levels (conservative to aggressive) portfolio types exchange-traded funds (ETFs) metrics included 8 scatterplots included 4 how to subscribe Expert Subscription

  Select Allocations: No Commodites
report focus investable model portfolios that include only stocks, bonds, and real estate. These portfolios exclude gold and commodities number of portfolios compared 36, including portfolios at various risk levels (conservative to aggressive) portfolio types exchange-traded funds (ETFs) metrics included 8 scatterplots included 4 how to subscribe Expert Subscription

  Top Portfolios over 41 Years ('72-'12)
report focus investable model portfolios that have performed well on a risk-adjusted basis over the last 41 years number of portfolios compared 36, including portfolios at various risk levels (conservative to aggressive) portfolio types exchange-traded funds (ETFs) metrics included 8 scatterplots included 4 how to subscribe Expert Subscription

   Top Portfolios in Lost Decade ('00-'09)
report focus investable model portfolios that have performed well on a risk-adjusted basis during the years 2000 through 2009 number of portfolios compared 36, including portfolios at various risk levels (conservative to aggressive) portfolio types exchange-traded funds (ETFs) metrics included 8 scatterplots included 4 how to subscribe Expert Subscription

   Top Portfolios in Prosperity ('83-'99)
report focus investable model portfolios that have performed well on a risk-adjusted basis during the years 1983 through 1999 number of portfolios compared 36, including portfolios at various risk levels (conservative to aggressive) portfolio types exchange-traded funds (ETFs) metrics included 8 scatterplots included 4 how to subscribe Expert Subscription

   Top Portfolios in Stagflation ('72-'82)
report focus investable model portfolios that have performed well on a risk-adjusted basis during the years 1972 through 1982   number of portfolios compared 36, including portfolios at various risk levels (conservative to aggressive) portfolio types exchange-traded funds (ETFs) metrics included 8 scatterplots included 4 how to subscribe Expert Subscription



Noteworthy Strategic Allocations
report focus investable model portfolios using ETF allocations and popular or notable asset allocation methods   number of portfolios compared 19, including all-weather, no-equity, 60-40, aggressive, and moderate allocations   portfolio types exchange-traded funds (ETFs)   metrics included 27   scatterplots included 3   
update frequency monthly   how to subscribe Basic Subscription, Advanced Subscription, Expert Subscription
  Poster: 1 Million Strategic Portfolios
report focus graphical view of all possible portfolios using 14 asset classes and an allocation increment of 10%   number of portfolios compared over 1 million, including risk vs. return of the underlying asset classes and several popular allocations   portfolio types 
exchange-traded funds (ETFs)   update frequency yearly   how to subscribe Advanced Subscription, Expert Subscription

  Top 3-ETF Portfolios from 8 Asset Classes
report focus model portfolios using 3 ETFs chosen from 14 asset classes number of portfolios compared 356, including all possible portfolios with a 1/3 allocation to each ETF   portfolio types exchange-traded funds (ETFs)
update frequency yearly   how to subscribe Advanced Subscription, Expert Subscription

  Top 3-ETF Portfolios from 14 Asset Classes
report focus model portfolios using 3 ETFs chosen from 8 asset classes number of portfolios compared 2002, including all possible portfolios with a 1/3 allocation to each ETF   portfolio types exchange-traded funds (ETFs)
update frequency yearly   how to subscribe Advanced Subscription, Expert Subscription


Active Portfolios

Hedged Allocation Strategies
report focus investable portfolios using hedged strategies   number of portfolios compared 47, including 130-30, absolute return, arbitrage, long-short, and market neutral strategies   portfolio types exchange-traded funds (ETFs) and open-end funds (mutual funds) metrics included 34   scatterplots included 3   
update frequency daily   how to subscribe Advanced Subscription, Expert Subscription

Tactical Allocation Strategies
report focus investable portfolios using dynamic, tactical allocations number of portfolios compared 18, including macro, upgrading, dynamic alpha, and multi-strategy   portfolio types exchange-traded funds (ETFs) and open-end funds (mutual funds) metrics included 34   scatterplots included 3   
update frequency daily   samples page 1 page 2   how to subscribe Advanced Subscription, Expert Subscription

Famous Portfolio Managers
report focus investable portfolios related to asset allocation funds, unconstrained funds, ETF model portfolios, "go-anywhere" global funds, and portfolios from investment gurus number of portfolios compared 48, including multi-asset global allocation funds, equity-only global allocation funds, balanced funds, alternative managers, model portfolios, and equity benchmarks   portfolio types exchange-traded funds (ETFs), model ETF portfolios, open-end funds (mutual funds), individual stock metrics included 27 scatterplots included
update frequency monthly    how to subscribe Basic Subscription, Advanced Subscription, Expert Subscription



Asset Selection Reports

Global Asset Comparisons
Asset Classes: Equity & Alternatives
report focus investable portfolios related to global equity & alternative asset classes number of portfolios compared 36, including U.S. equities, international equities, commodity portfolios, real estate portfolios, and equity benchmarks portfolio types exchange-traded funds (ETFs) metrics included 34 scatterplots included
update frequency daily   how to subscribe Free Subscription, Basic Subscription, Advanced Subscription, Expert Subscription



Asset Classes: Fixed Income
report focus investable portfolios related to global fixed income asset classes number of portfolios compared 28, including U.S. bonds, international bonds, emerging market bonds, U.S. treasuries, municipal bonds, inflation-protected portfolios, and mortgage-backed securities portfolio types exchange-traded funds (ETFs) metrics included 34 scatterplots included 3   
update frequency daily    how to subscribe Free Subscription, Basic Subscription, Advanced Subscription, Expert Subscription

Country Equity Comparison
report focus investable portfolios related to country-specific equities number of portfolios compared 43, including the Americas, Asia, Europe, the Middle East, and Africa   portfolio types exchange-traded funds (ETFs) metrics included 34   scatterplots included
update frequency daily    how to subscribe Basic Subscription, Advanced Subscription, Expert Subscription

Global Sectors & Currencies
report focus investable portfolios related to currencies and global sectors number of portfolios compared 21, including eight major currencies and 13 global sectors   portfolio types exchange-traded funds (ETFs) metrics included 34 scatterplots included
update frequency daily    how to subscribe Basic Subscription, Advanced Subscription, Expert Subscription

Income Ideas: Equity Strategies
report focus investable portfolios and funds related to income generation and dividends number of portfolios compared 27, including dividend ETFs, U.S. equity income funds, and global equity income funds portfolio types exchange-traded funds (ETFs) and open-end funds (mutual funds) metrics included 34 scatterplots included
update frequency daily    how to subscribe Basic Subscription, Advanced Subscription, Expert Subscription

Income Ideas: Multi-Strategy
report focus investable portfolios related to a range of income generation strategies number of portfolios compared 38, including blended portfolios, convertible securities, floating rate portfolios, preferreds, strategic income portfolios, and tax-free portfolios   portfolio types exchange-traded funds (ETFs) and open-end funds (mutual funds) metrics included 34 scatterplots included
update frequency daily    how to subscribe Basic Subscription, Advanced Subscription, Expert Subscription


Alternative Investments

Precious Metals: Equities
report focus investable portfolios and stocks related to gold and precious metals number of portfolios compared 41, including the largest gold miners, index funds, instutional funds, and broad equity funds portfolio types exchange-traded funds (ETFs) and open-end funds (mutual funds), individual stocks metrics included 34 scatterplots included 3   
update frequency daily   how to subscribe Advanced Subscription, Expert Subscription

Precious Metals: Physical
report focus investable portfolios related to physical gold and precious metals number of portfolios compared 23, including closed-end funds, futures portfolios, physical metal funds, and white metal (palladium, platinum, silver) funds portfolio types ETFs metrics included 34 scatterplots included
update frequency daily   how to subscribe Advanced Subscription, Expert Subscription

Real Estate: U.S. Portfolios
report focus investable portfolios related to U.S. real estate   number of portfolios compared 34, including active, closed-end, and index funds   portfolio types exchange-traded funds (ETFs), closed-end funds, open-end funds (mutual funds) metrics included 34   scatterplots included 3   
update frequency daily    how to subscribe Advanced Subscription, Expert Subscription

Real Estate: International Portfolios
report focus investable portfolios related to international real estate   number of portfolios compared 32, including active, closed-end, and index funds portfolio types exchange-traded funds (ETFs), closed-end funds, open-end funds (mutual funds) metrics included 34   scatterplots included 3   
update frequency daily   how to subscribe Advanced Subscription, Expert Subscription

Convertibles: Open-End Funds
report focus investable portfolios and funds related to convertible bonds and preferred stocks   number of portfolios compared 29, including actively-managed institutional and retail funds   portfolio types open-end funds   metrics included 34   scatterplots included 3   
update frequency daily   how to subscribe Advanced Subscription, Expert Subscription

Convertibles: ETFs & Closed-End
report focus investable portfolios and funds related to convertible bonds and preferred stocks   number of portfolios compared 35, including closed-end funds and index funds portfolio types closed-end funds and ETFs   metrics included 34   scatterplots included 3   
update frequency daily   how to subscribe Advanced Subscription, Expert Subscription

Commodity Portfolios
report focus investable broad-based commodity portfolios and funds   number of portfolios compared 18, including enhanced return, total return, commodity indexes, and real return portfolios   portfolio types exchange-traded funds (ETFs) and open-end funds (mutual funds)   metrics included 34   scatterplots included 3   
update frequency daily   how to subscribe Expert Subscription

U.S. Equities

U.S. Equity: Large Cap Growth
report focus investable portfolios related to U.S. Large Capitalization Growth Equities   number of portfolios compared 17, including fundamental, megacap, and equal-weight funds   portfolio types exchange-traded funds (ETFs)   metrics included 34   scatterplots included 3   
update frequency daily   how to subscribe Expert Subscription

U.S. Equity: Large Cap Value
report focus investable portfolios related to U.S. Large Capitalization Value Equities   number of portfolios compared 37, including fundamental, megacap, and dividend-focused funds   portfolio types exchange-traded funds (ETFs) metrics included 34   scatterplots included 3   
update frequency daily   how to subscribe Expert Subscription

U.S. Equity: Micro Cap
report focus investable portfolios related to U.S. Micro Capitalization and Small Cap Core Equities   number of portfolios compared 18, including S&P 600 and Russell 2000 funds   portfolio types exchange-traded funds (ETFs)   metrics included 34   scatterplots included 3   
update frequency daily  update frequency yearly   how to subscribe Expert Subscription

U.S. Equity: Small Cap Growth
report focus investable portfolios related to U.S. Small Capitalization Growth Equities   number of portfolios compared 10, including S&P 600 and Russell 2000 funds   portfolio types exchange-traded funds (ETFs)   metrics included 34   scatterplots included 3   
update frequency daily   how to subscribe Expert Subscription

U.S. Equity: Small Cap Value
report focus investable portfolios related to U.S. Small Cap Value Equities   number of portfolios compared 12, including S&P 600 and Russell 2000 funds   portfolio types exchange-traded funds (ETFs) metrics included 34    scatterplots included 3   
update frequency daily   how to subscribe Expert Subscription

International Equities

International Equities: Growth
report focus investable portfolios related to international growth equities   number of portfolios compared 20, including institutional and retail funds   portfolio types exchange-traded funds (ETFs) and open-end funds (mutual funds) metrics included 34   scatterplots included 3   
update frequency daily   how to subscribe Expert Subscription

International Equities: Value
report focus investable portfolios related to international value equities   number of portfolios compared 24, institutional, retail, and dividend-focused portfolios   portfolio types exchange-traded funds (ETFs) and open-end funds (mutual funds)   metrics included 34   scatterplots included 3   
update frequency daily    how to subscribe Expert Subscription

International Equities: Emerging Markets
report focus investable portfolios related to emerging markets   number of portfolios compared 27, including small cap, growth, frontier, and local currency portfolios   portfolio types exchange-traded funds (ETFs) and open-end funds (mutual funds)   metrics included 34   scatterplots included 3  
update frequency daily   how to subscribe Expert Subscription

Cash & Fixed Income

Money Market Comparison
report focus investable money market funds   number of portfolios compared 25, including institutional and retail funds   portfolio types open-end funds   metrics included 34   scatterplots included 3   
update frequency daily   how to subscribe Basic Subscription, Advanced Subscription, Expert Subscription

Short-Term Securities Comparison
report focus investable portfolios and funds covering a range of short-term securities   number of portfolios compared 39, including floating rate portfolios, short-term government bonds, short-term municipal bonds, tax-free money market funds, ultra-short portfolios, and VRDOs   portfolio types exchange-traded funds (ETFs) metrics included 34   scatterplots included 3   
update frequency daily   how to subscribe Basic Subscription, Advanced Subscription, Expert Subscription

Bonds: Aggregate & Total Market
report focus investable portfolios related to bonds   number of portfolios compared 18, including U.S. bonds, international bonds, and emerging markets bonds (both in USD and local currencies)   portfolio types exchange-traded funds (ETFs)   metrics included 34   scatterplots included 3   
update frequency daily   how to subscribe Expert Subscription

Bonds: Long Term
report focus investable portfolios related to U.S. long-term bond funds   number of portfolios compared 13, including corporate bonds, Treasury bonds, municipal bonds, and inflation-protected securities   portfolio types exchange-traded funds (ETFs)   metrics included 34   scatterplots included 3   
update frequency daily   how to subscribe Expert Subscription

Bonds: Short Term
report focus investable portfolios related to U.S. and international short-term bond funds   number of portfolios compared 25, including inflation-protected securities, municipal bonds, floating rate, corporate bonds, high-yield, and treasuries   portfolio types exchange-traded funds (ETFs)   metrics included 34   scatterplots included 3   
update frequency daily   how to subscribe Expert Subscription