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Models

Off-the-shelf investment strategies

Portfolio123 Equity Investing Philosophy

  • Rules-Based Strategies Inspired by Classic Stock-Pricing Theory
  • Inspired by Classic Stock-Pricing Theory
  • Approach to Equity Modelling - Rules-Based Strategies Inspired by Classic Stock-Pricing Theory
  • Stock Strategies - Principles, Policies and Rules

Stock Models

  • Profitable Leaders
  • Small-Cap Quality
  • Gems of the S&P 1500
  • Genuine Value
  • Built for Stability
  • Sweet-sport equity income
See all 10 articles

Core Allocation

  • How we designed our Core Allocation
  • Real Risk For Real People
  • Use Case 1: Carl from the Condo Clubhouse (Low Risk)
  • Use Case 2: Melanie the Millennial (High Risk)
  • Use Case 3: Al and Alice Average (Medium Risk)
  • Use Case 4: Retiree Sarah (High Risk)
See all 9 articles

Fixed Income Models

  • Fixed Income Models - Principles, Policies and Rules
  • Smart Bonds
  • Corporate Bond Ladder
  • Smart Liquidity

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