Models
Off-the-shelf investment strategies
Portfolio123 Equity Investing Philosophy
Stock Models
- Small-Cap Quality
- Gems of the S&P 1500
- Genuine Value
- Built for Stability
- Sweet-sport equity income
- Swinging for the fences
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)