How to invest in a tactical portfolioInvesting in a dynamic portfolio using a VizMetrics Portfolio Recipe If you have chosen a VizMetrics tactical Portfolio Recipe at go.vizmetricsonline.com then the next step is to buy the recipe ingredients at a brokerage. VizMetrics tactical portfolios are identified with an ID starting with "t." such as t.aaae or t.mva3. 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 with FolioInvesting.com is easy 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 tactical portfolio at FolioInvesting.com1. Choose the tactical portfolio that you want to invest in at go.vizmetricsonline.com. The tactical do-it-yourself portfolios all have portfolio IDs beginning with "t." such as t.aaae (Adaptive Allocation Portfolio E) and t.mva3 (Minimum Variance Portfolio C). 2. After you have logged into go.vizmetricsonline.com, 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 a list of exchange-traded funds (ETFs) which form the ingredients for 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 t.mva3, Minimum Variance Portfolio C): EEM,2.08,EFA,5.89,GLD,40.59,IWM,8.64,IYR,10.16,QQQ,2.79,SPY,5.61,TLT,24.24 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 tactical portfolio at other brokerage firms1. Choose the tactical portfolio that you want to invest in at go.vizmetricsonline.com. The tactical do-it-yourself portfolios all have portfolio IDs beginning with "t." such as t.aaae (Adaptive Allocation Portfolio E) and t.mva3 (Minimum Variance Portfolio C). 2. After you have logged into go.vizmetricsonline.com, 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 a list of exchange-traded funds (ETFs) which form the ingredients for 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 t.mva3, Minimum Variance Portfolio C): EEM,2.08,EFA,5.89,GLD,40.59,IWM,8.64,IYR,10.16,QQQ,2.79,SPY,5.61,TLT,24.24 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 EEM, the amount to invest is 2.08% of $10,000, which is $208
- For EFA, the amount to invest is 5.89% of $10,000, which is $589
- For GLD, the amount to invest is 40.59% of $10,000, which is $4,059
- For IWM, the amount to invest is 8.64% of $10,000, which is $864
- For IYR, the amount to invest is 10.16% of $10,000, which is $1,016
- For QQQ, the amount to invest is 2.79% of $10,000, which is $279
- For SPY, the amount to invest is 5.61% of $10,000, which is $561
- For TLT, the amount to invest is 24.24% of $10,000, which is $2,424
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: - EEM, $32.99 per share
- EFA, $59.06 per share
- GLD, $106.13 per share
- IWM, $114.12 per share
- IYR, $68.88 per share
- QQQ, $103.86 per share
- SPY, $194.79 per share
- TLT, $121.45 per share
6. Calculate the number of shares of each ingredient to buy Divide each dollar amount to invest in each ingredient by the share price of each ingredient For example: - For EEM, take $208 (which is the amount to invest in EEM) and divide that by $32.99 per share.
- This results in needing to buy 6.3 shares of EEM.
- For EFA, take $589 (which is the amount to invest in EFA) and divide that by $59.06 per share.
- This results in needing to buy 9.97 shares of EFA.
- For GLD, take $4,059 (which is the amount to invest in GLD) and divide that by $106.13 per share.
- This results in needing to buy 38.25 shares of GLD.
- For IWM, take $864 (which is the amount to invest in IWM) and divide that by $114.12 per share.
- This results in needing to buy 7.57 shares of IWM.
- For IYR, take $1,016 (which is the amount to invest in IYR) and divide that by $68.88 per share.
- This results in needing to buy 14.75 shares of IYR.
- For QQQ, take $279 (which is the amount to invest in QQQ) and divide that by $103.86 per share.
- This results in needing to buy 2.69 shares of QQQ.
- For SPY, take $561 (which is the amount to invest in SPY) and divide that by $194.79 per share.
- This results in needing to buy 2.88 shares of SPY.
- For TLT, take $2,424 (which is the amount to invest in TLT) and divide that by $121.45 per share.
- This results in needing to buy 19.96 shares of TLT.
7. Make a list of trades For example: - Buy 6.3 shares of EEM
- Buy 9.97 shares of EFA
- Buy 38.25 shares of GLD
- Buy 7.57 shares of IEM
- Buy 14.75 shares of IYR
- Buy 2.69 shares of QQQ
- Buy 2.88 shares of SPY
- Buy 19.96 shares of TLT
8. Enter the trades with your broker. 9. Wait for trade confirmations. |