Personalization

Investment Policy Statement

Objective Priorities Set the objectives you want to prioritize

Please prioritize what portfolio attributes are important to you. These portfolio objectives compete with each other for your preference. Portfolios cant be great at everything. Tell Gsphere what you want your portfolio to be great at.

Total Return

A total return objective is a prominent objective with aim at providing the highest returns the portfolio manager believes are available in the market. A Total Return objective for any True Diversification® portfolio is not created in a vacuum of risk, as risk adversely affects the probability of achieving the expected outcome. A total return objective is in and of itself agnostic to time periods as we seek a diversity of time periods sufficient for our forecasts to manifest.

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49.5
100

Not Important

Essential

Current Income

A current income objective is designed for investors requiring regular money from the portfolio. Total yields vary with market conditions. Income is typically in the form of coupon payments from bonds and dividend payments from stocks.

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49.5
100

Not Important

Essential

Minimizing Tax

A Tax efficient objective seeks to invest in assets that are generally expected to be held longer than one year. Short term capital gains may still stake place but are kept to a minimum. Rebalancing and re-optimization actions are holistically designed on time frames that seek to minimize the turnover in a portfolio. More fundamental tax effective objectives will refrain from making less material changes to a portfolio.

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49.5
100

Not Important

Essential

Diversification

This is the total diversification of the portfolio which accounts for the number of holdings and the commonality of those holdings. This is the most comprehensive single measure of diversification.

1
49.5
100

Not Important

Essential

Capital Preservation

Capital Preservation this is the probability that the portfolio will not sustain losses. Minor fluctuations are tolerated. Capital preservation is a competing objective with nearly any other objective. Capital Preservation is not the same thing as maintaining purchasing power which could erode due to inflation.

1
49.5
100

Not Important

Essential

Consistency

This is a measure of the predictability of the portfolio. It is the product of a measure of the randomness of the price of the portfolio (or asset) and the volatility of that asset/portfolio. Higher Consistency is desired.

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49.5
100

Not Important

Essential

Minimizing Market Exposure

A systematic risk reduction objective seeks to reduce the influence of general market forces on the portfolio. This is achieved by our patented diversification and risk measurement tools which allow the portfolio manager to ascertain the exposure of the model portfolio to principal risk factors. While systematic risk can be reduced from conventionally constructed portfolio it is not reasonable to expect such risk to ever be eliminated.

1
49.5
100

Not Important

Essential

Time Horizon

Are you expecting to need access to a large portion of your portfolio in just a few years or many years?

1
49.5
100

Short Term

Long Term

Legacy Positions

Your Portfolio strategy is more efficient and more optimal if it is optimized in context to financial assets you may own. Your custom portfolio optimization will shift away from positions similar to those you already own and into others that yield greater diversification benefits. You can declare such positions here.

Enter Your Stock or Fund Ticker Symbols:

Or Upload an Excel file (.XLS or .XLSX) containing the symbols:

(use comma separator to enter many at once).

Or Upload an Excel file (.XLS or .XLSX) containing the symbols:

Copy then Paste text from any webpage or doc here to Extract Ticker Symbols

You can also enter ideas here for investments and not enter any allocation or shares and let the optimzer figure out whether and how much to invest

Risk Capacity

Financial markets are deft at pushing people to their financial breaking point. Knowing where yours is and crafting a strategy that is cognizant and optimized for it is an important condition for investment success. We call this your risk capacity.

Made in Colorado

Asset Allocation Software for Advisors At Portfolio ThinkTank, our commitment to diversity extends beyond portfolios. We foster a culture that proactively embraces diversity, shields our ecosystem from fear and hate, and celebrates the beauty of our differences.

Personalization

Investment Policy Statement

Objective Priorities Set the objectives you want to prioritize

Legacy Positions

Risk Capacity

What events would cause you to abandon this strategy?

A loss of

under-performance versus an appropriate benchmark of

Made in Colorado