Models

Portfolio123 Equity Investing Philosophy

• Why does Portfolio123 use Compustat data?
• 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

• Genuine Value
• Built for Stability
• Sweet-sport equity income
• Swinging for the fences
• Keep on Growing
• Cherrypicking the Blue Chips

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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)

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Fixed Income Models

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