How do I control investment size?
This is something that is controlled by subscribers, not designers. All you can do, if you believe the liquidity of stocks selected by your model is such that trading large lots may be difficult, is to limit the number of subscribers your model can accommodate and include text in the Description of your model explaining liquidity issues and offering a recommendation as to the maximum amount of capital that should be committed to the model. Ultimately, though, you should give very serious consideration to the wisdom of pushing against the lower limits of the liquidity constraints imposed by Portfolio123 during the Launch process. No matter how restrictive you are with the number of subscribers you will accept, and no matter how persuasive your description is regarding prudent capital allocation, you remain unable to influence the activities of others on Portfolio123 or elsewhere who discover the stocks on their own and trade them, thoughtfully or not, as they wish. Your own sensibility regarding liquidity is the best protection you can get regarding the trading integrity of your Designer Models.
Do I need to rebalance Designer Models?
No. All Designer Models rebalance automatically. The rebalance recommendations are sent out on Monday to all subscribers before market open, and then updated on Monday night with intra-day prices.
Can I revise a model after it has been published?
Yes, you can make minor tweaks to your system. (Don't use revisions to make a significant changes in the model's approach.) Go to your "Launched Models" page, locate the model you wish to revise, and click on "Revise." You can do this once every six months. The platform will direct you to send to subscribers a brief explanation of the revision.
How can I terminate a model?
Go to your "Launched Models" page, locate the model you wish to revise, and click on "Remove Designer Model."