Core Portfolios

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  • #79634

    The previous core portfolios were great. What strategies were used and percentages for each conservative, moderate and aggressive? The new portfolios have leverage which I’m not a fan of, thanks

    Nick Willemse

    I agree. How can we recreate the old Core Portfolios?
    It would be nice to have the old ones running alongside the new one. Maybe version 1 vs version 2.


    Here the allocations of the previous portfolio versions at the strategy level:

    BUG: 24
    NAS100: 40
    DOW30: 36

    NAS100: 50
    USMarket: 10
    DOW30: 40

    NAS100: 55
    UISx3: 15
    DOW30: 30

    If you click on the “pencil” icon of any portfolio you can update the strategies and %’s and save as your custom portfolio. Or use the Portfolio Optimizer to see several variations and pick your preferred one based on risk/return or other preferences.


    Thank you very much sir.

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