Library

• • Approach to Equity Modeling
    PDF
  • Core Allocations
    PDF
  • Equity Investing Philosophy
    PDF
  • Income Strategies
    PDF
  • Stock Strategies
    PDF
  • Fed Model
    Doc
  • Line Items
    Doc
  • Canadian Data
    PDF
  • Data for Backtesting
    PDF
  • Glossary of Risk Statistics
    Doc
  • Portfolio123 ETF Price Extensions
    Doc
  • Peer Comparison on Portfolio123
    PDF
  • Compustat Data
    PDF