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

• Small-Cap Quality
• Gems of the S&P 1500
• Genuine Value
• Built for Stability
• Sweet-sport equity income
• Swinging for the fences

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