How to invest in a strategic portfolioInvesting in a static portfolio using a VizMetrics Portfolio Recipe If you have chosen a VizMetrics strategic portfolio recipe at go.vizmetricsonline.com then the next step is to buy the recipe ingredients at a brokerage. VizMetrics strategic portfolios are identified with an ID starting with "s." such as s.plus or s.brow. If you have an account at FolioInvesting.com, investing is easy since you can simply enter the desired percentage for each portfolio ingredient, then click to buy using the instructions below. Rebalancing your portfolio will also be a lot easier with FolioInvesting.com since they automatically calculate all the trades needed and allow you to trade with one click and with a flat annual fee. If you prefer to buy the portfolio ingredients at another brokerage, we have also included instructions below. ## How to invest in a strategic portfolio at FolioInvesting.com1. Choose the strategic portfolio that you want to invest in at go.vizmetricsonline.com. The strategic do-it-yourself portfolios all have portfolio IDs beginning with "s." such as s.brow (Harry Browne Portfolio) and s.aggr (Aggressive Allocation ETF Portfolio). 2. Click on the name of the Portfolio Recipe to open the detail page for the portfolio recipe that you wish to use. 3. 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 for input into the FolioInvesting.com order page. Example format (based on s.aggr, Aggressive Allocation ETF Portfolio): SPY,15.00,IJH,15.00,ADRD,15.00,VWO,20.00,VB,10.00,EMB,10.00,ELD,10.00,FRN,5.00 4. Log in to your FolioInvesting.com account. If you need an account, you can open one at FolioInvesting.com. You will need to have ready-to-invest cash available in your account. - Click on "Add New Folio" at the top of the page.
- Under "Build-your-own Folio" in the middle of the page, click on "Security-by-Security"
- You should now see a pop-up window titled "Folio Loader - Add Securities"
- on the VizMetrics detail page for your portfolio recipe, copy the comma-separated list of tickers and numbers.
- switch back to the "Folio Loader - Add Securities" window and paste the tickers and numbers into the white box at the right side of the window.
- click the [Add] button at the bottom of the window
- You should now see a page titled "Create a Folio: Allocate Weights"
- Make sure the total at the bottom of the list adds up to 100.00%
- Make sure you are satisfied with the tickers in the list
- Click "Continue"
- You should now see a page titled "Create a Folio: Prepare Order"
- Enter a name for your new Folio
- Choose how you would like to handle distributions
- Enter the amount to invest
- Click "Preview Order"
- You should now see a page titled "Create a Folio: Preview and Place and Order"
- After you have reviewed the order, click "Place Order"
- After your order is placed, click "Return to Accounts"
## How to invest in a strategic portfolio at other brokerage firms1. Choose the strategic portfolio that you want to invest in at go.vizmetricsonline.com. The strategic do-it-yourself portfolios all have portfolio IDs beginning with "s." such as s.brow (Harry Browne Portfolio) and s.aggr (Aggressive Allocation ETF Portfolio). 2. Click on the name of the Portfolio Recipe to open the detail page for the portfolio recipe that you wish to use. 3. Scroll down to the "How to Invest" section and find "Recipe ingredients" This will show the tickers for the ETF ingredients used in this portfolio recipe. You will also see the percentage allocation for each ETF. This is also referred to as the "target allocation." Example format (based on s.aggr, Aggressive Allocation ETF Portfolio): SPY=15%, IJH=15%, ADRD=15%, VWO=20%, VB=10%, EMB=10%, ELD=10%, FRN=5% 4. Determine the total amount you want to invest using this portfolio recipe For this example, let's say that you will invest $10,000 5. Calculate how much to invest in each portfolio ingredient Multiply the percentage allocation for each ingredient by your total investment amount. This example portfolio has seven ingredients. For example: - For SPY, the amount to invest is 15% of $10,000, which is $1,500
- For IJH, the amount to invest is 15% of $10,000, which is $1,500
- For ADRD, the amount to invest is 15% of $10,000, which is $1,500
- For VWO, the amount to invest is 20% of $10,000, which is $2,000
- For VB, the amount to invest is 10% of $10,000, which is $1,000
- For EMB, the amount to invest is 10% of $10,000, which is $1,000
- For ELD, the amount to invest is 10% of $10,000, which is $1,000
- For FRN, the amount to invest is 5% of $10,000, which is $500
5. Get share price for each ingredient Find the recent price for each ingredient. For example, let's say the recent prices per share are as follows: - SPY, $190 per share
- IJH, $140 per share
- ADRD, $22 per share
- VWO, $33 per share
- VB, $113 per share
- EMB, $108 per share
- ELD, $35 per share
- FRN, $11 per share
6. Calculate the number of shares to buy of each ingredient Divide each dollar amount to invest in each ingredient by the share price of each ingredient For example: - For SPY, take $1,500 (which is the amount to invest in SPY) and divide that by $190 per share.
- This results in needing to buy 7.89 shares of SPY.
- For IJH, take $1,500 (which is the amount to invest in GLD) and divide that by $140 per share.
- This results in needing to buy 10.71 shares to buy.
- For ADRD, take $1,500 (which is the amount to invest in GLD) and divide that by $22 per share.
- This results in needing to buy 68.18 shares to buy.
- For VWO, take $2,000 (which is the amount to invest in GLD) and divide that by $33 per share.
- This results in needing to buy 60.61 shares to buy.
- For VB, take $1,000 (which is the amount to invest in GLD) and divide that by $113 per share.
- This results in needing to buy 8.85 shares to buy.
- For EMB, take $1,000 (which is the amount to invest in GLD) and divide that by $108 per share.
- This results in needing to buy 9.26 shares to buy.
- For ELD, take $1,000 (which is the amount to invest in GLD) and divide that by $35 per share.
- This results in needing to buy 28.57 shares to buy.
- For FRN, take $500 (which is the amount to invest in GLD) and divide that by $11 per share.
- This results in needing to buy 45.45 shares to buy.
7. Make a list of trades For example: - Buy 7.89 shares of SPY
- Buy 10.71 shares of IJH
- Buy 68.18 shares of ADRD
- Buy 60.61 shares of VWO
- Buy 8.85 shares of VB
- Buy 9.26 shares of EMB
- Buy 28.57 shares of ELD
- Buy 45.45 shares of FRN
8. Enter the trades with your broker. 9. Wait for trade confirmations. |