Model Portfolio

Model Portfolio

Answer a few quick questions about your investment goals and approach to get started. A proprietary algorithm will generate a sample custom portfolio based on your responses.

You can then compare your hypothetical portfolio’s historical performance against the S&P 500 index.

You will be able to email the portfolio to yourself.

They will be used to enhance your core portfolio with additional investments matching your selection(s)

 

Sign in to see actual tickers of investment choices for your portfolio.
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Source: Yair Krauze. Holdings and allocations are subject to change.

The performance of the core portfolio is calculated using actual investment choices selected by the algorithm. Performance calculations assume reinvestment of dividends and exclude transaction costs. This personalized portfolio is selected with considerations of liquidity and cost in addition to your goals and values. Due to their nature and construction, custom portfolios are excluded from the overall performance calculations. Asset classes provided are a weighted average based on the proportions of each asset that comprises the model portfolio.