Tutorial
 
Initial Investment
Start month
End month
Advisor fee
 
To Customize the Optimized Portfolio report
 
Client Name
Advisor Name
 
PORTFOLIO OBJECTIVE
 
Risk Model or Minimum Return
Maximum Std Deviation
Minimum Yield
Target S&P Correlation
 
CURRENT PORTFOLIO (optional)
 
Style Boxes and Asset Classes Strategy Indices
Current Min Max Current Min Max
Large Cap Core Share Buyback Stocks
Large Cap Growth High-Yield Equity
Large Cap Value Seasonal Strategy
Mid Cap Core
Mid Cap Growth
Mid Cap Value Individual Stocks/ETFs
Small Cap Core Symbol Current Min Max
Small Cap Growth
Small Cap Value
International
Emerging Markets
20+ Year Treasury
High-Grade Bonds
High-Yield Bonds
Global Bonds
US Dollar
Commodities
Gold
REITs
TIPs
Short S&P 500
% Fixed Rate
% Fixed Rate
 
Maximum Any Asset
 
Maximum Number of Holdings