Portfolio123 offers several time-tested models that have shown exceptional risk/reward
characteristics. The models are based on different strategies, such as GARP (Growth At
a Reasonable Price), Value, etc. The strategies are implemented by quantitative methods and
are fully disclosed.
To invest, pick a Model Portfolio that suits you, and simply follow the buy and sell
recommendations using your own discount broker. The Models are typically rebalanced on weekly or monthly basis, and
the buys and sells are available on Mondays, before the market opens.
Following a model takes only minutes per month since the annual turnover is usually under 100%.
You can also generate your own Model using your own Technical and Fundamental parameters.
Your Model will also be tracked and rebalanced at the chosen frequency.
Advantages of Mechanical Models
Low turnover
Diversify your risk by investing in different sectors
Eliminate percentage based Expense Ratios of Mutual Funds
Remove the emotional side of trading
Requires very little time to follow recommendations
The average mutual fund has a yearly management fee of 1.5%.
The graph on the right shows you the real cost of these fees:
if you invest $50,000 in a typical mutual fund, you will lose over $100,000
due to mutual fund costs in a 20 year span (including
foregone earnings).
Portfolio123 gives you all the tools you need to easily manage several portfolios
with a fixed monthly cost.
