Model Portfolio

This video explains the Model Portfolio or Recommended Portfolios feature and how it helps standardize advisory work.

It shows that portfolios created in portfolio builder can be viewed at the Model Portfolio section.

It covers return analysis versus a customized synthetic benchmark, and risk analysis using 11 ratios with green values within acceptable ranges and red values beyond expectations.

It also highlights correlation and portfolio overlap and explains how saving a recommended portfolio as an investment theme enables single click client execution

Видео Model Portfolio канала FinApp by Pulselabs