Model Portfolio Editor Options

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What is the rebalance frequency?

The rebalance frequency determines the frequency when the holdings are rebalanced to their specified target weightings. The options are monthly and quarterly.

What is the start of series?

The start of the series determines the date when we started calculating levels. The ‘newest’ option starts calculating levels once every single security has data available. The ‘oldest’ option finds the security which has the oldest history and starts calculating levels at the beginning of that securities history. If other securities do not exist at a certain date, we take the existing securities and reweight them based on their target weighting to maintain weightings that add up to 100%.

What is the initial level?

The initial level is the amount ‘invested’ into the Model Portfolio on the start date. The options are 1,000 or 10,000.

What is the benchmark index?

The index that is used to calculate a variety of risk metrics for the Model Portfolio as well as a benchmark used to compare performance against.

What happens if a security doesn’t exist until a certain date? How does that effect my target weightings?

If you set your Model Portfolio to use the ‘newest’ start of series option, your securities will have all data to start our calculations.

If you selected the ‘oldest’ start of series option, we will find the oldest security and starting calculating levels at the beginning of that securities history. If other securities do not exist at a certain date, we take the existing securities and reweight them based on their target weighting to maintain weightings that add up to 100%.

What is the max amount of items my portfolio can have?

The limit is currently set to 50.

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