Portfolio Recipes
Invest using a recipe from one of four approaches, based on your risk preference.



VizMetrics provides Portfolio Recipes and analytics in several categories:

  • Tactical Portfolio Recipes available at FolioInvesting.com
  • Tactical Portfolios using ETFs
    • Adaptive Portfolios
    • Risk-Driven Portfolios
    • Correlation Portfolios
    • Diversification Portfolios
    • Target Return Portfolios
    • Risk/Reward Portfolios
  • Strategic Portfolios using Exchange-Traded Funds (ETFs)
    • Balanced Strategic Portfolios
    • High-Equity Strategic Portfolios
    • Low-Equity Strategic Portfolios
  • Tactical Managed Funds
    • Income Funds
    • Actively Managed Funds


Tactical Portfolio Recipes available at FolioInvesting.com

VizMetrics Tactical Portfolios are now available at 
FolioInvesting.com. Invest in a VizMetrics Tactical Portfolio in a single transaction with just a few clicks. Then update and rebalance your portfolio each month using quick, automated settings at Folio Investing.

Instead of placing a separate order for each ETF in a VizMetrics Portfolio, and then placing new orders each month to rebalance your holdings, you can now use 
FolioInvesting.com to simplify investing in a VizMetrics Portfolio.

Several VizMetrics Tactical Portfolios have been set up as "Ready to Go" Folios at 
FolioInvesting.com. This allows you to click one button to select all the ETFs in a VizMetrics Portfolio, with the proper allocation to each ETF. Then you can purchase all the ETFs (including fractional shares to get the allocation just right) in a VizMetrics Portfolio with one simple transaction.

Here are the VizMetrics Tactical Portfolios available to VizMetrics subscribers at 
FolioInvesting.com (with VizMetrics ticker id):
  • VizMetrics Adaptive (t.aaad)
  • VizMetrics EW Cluster (t.dist)
  • VizMetrics Max Diversity (t.mdiv)
  • VizMetrics Max Sortino (t.sort)
  • VizMetrics Min CDaR (t.cdar)
  • VizMetrics Min CVaR (t.cvar)
  • VizMetrics Min Deviation (t.madm)
  • VizMetrics Min Variance (t.mvar)
  • VizMetrics MinCorrelation (t.coco)
  • VizMetrics Post-Modern (t.trdd)
  • VizMetrics Risk Parity (t.rpba)
  • VizMetrics Max Sharpe (t.shar)
Details about each VizMetrics Tactical Portfolio are available on the Tactical Portfolio Recipes page.

How to invest at FolioInvesting.com

Step 1. Sign-up for a VizMetrics Subscription
Log-in to go.recipeinvesting.com and choose a tactical portfolio that fit your needs based on risk and return. Sign up for a free subscription to get access to the full list of Portfolio Recipes and analytics.

Step 2. Sign-up for an account at 
FolioInvesting.com
Sign-up using this link to access the following cool features at 
FolioInvesting.com:
  • One-click access to the VizMetrics Tactical Portfolios
  • Fractional Shares. Buy and sell in dollar amounts, even in fractions of shares. This allows you to invest in a VizMetrics Tactical Portfolio using precise percentage allocations and then sync with the updated allocation each month.
  • Rebalancing. Use automated settings to rebalance and maintain the right allocation in a VizMetrics Tactical Portfolio. receive monthly Portfolio updates through the brokerage account you open at Folio Investing. 
  • Flat-Fee Pricing. Get 2,000 commission-free trades each month (within a specified trading window) for one flat fee.

Step 3. Click to invest in a VizMetrics Ready-to-Go Folio
Login to 
FolioInvesting.com, and select the VizMetrics Ready-to-Go Folio that you wish to invest in. All of the ETFs that you need to purchase to create a VizMetrics Tactical Portfolio will automatically be added to a single transaction window. Review and submit the trades.


Step 4. Click to rebalance monthly
At the beginning of each month, you'll receive an email when it's time to update your VizMetrics Tactical Portfolios in your Folio Investing account. You can then log-in at 
FolioInvesting.com and rebalance your Portfolios with just a few clicks.


Tactical Portfolios using ETFs
These portfolio recipes focus on total return using a wide range of dynamic (also called "tactical") asset allocation methods. Each of these recipes use from three to nine different ETFs. 

Access to all of the Tactical Portfolio Recipes is available as part of the VizMetrics Investor subscription. 

Sign up for a free subscription to get access to the full list of Portfolio Recipes and analytics.

Strategic Portfolios using ETFs
These recipes focus on total return using a wide range of static (also called "fixed" or "strategic") asset allocation methods. 

Access to all of the Tactical Portfolio Recipes is available as part of the VizMetrics Investor subscription. 

Sign up for a free subscription to get access to the full list of Portfolio Recipes and analytics.

Tactical Managed Funds
These portfolio recipes are available as single mutual funds or single exchange-traded funds, and are managed by a variety of fund management companies. These funds each have a focused approach, such as the following:
  • Income funds: Equity Income Portfolios
  • Income funds: Floating Rate Portfolios
  • Income funds: Global Portfolios
  • Income funds: Multi-Strategy Income Portfolios
  • Income funds: Tax Exempt
  • Actively Managed: Macro / Global Portfolios
  • Actively Managed: Blended Portfolios
  • Actively Managed: Risk & Momentum Portfolios
  • Actively Managed: Hedged Portfolios

You can access the full set of analytics for all of these funds as part of the VizMetrics Investor subscription. Sign up for a free subscription to get access to the full list of Portfolio Recipes and VizMetrics analytics.