IQUANT Portfolios: Smart Investing Made Easy!

iQUANT portfolios blend iQUANT models and/or investment indices for historically optimal risk-adjusted performance.

"Traditional" portfolios consist of fixed allocations for bonds and stocks, while "Dynamic" portfolios, including all ETF portfolios, target a specific standard deviation regardless of stock-bond allocation.

For returns & allocations: Copy and paste the code into the Portfolio Optimizer tool. The returns are updated monthly.

For current selections: Copy and paste codes into the Portfolio Allocation Tool (found on Members page).

Learn how to find the current selections to pre-built iQUANT portfolios.

Stock and ETF portfolios - Dynamic

iQUANT Portfolio Code Frequency Objective
iQ Dynamic   Aggressive 7Et2b3 Feb, May, Aug, Nov Target Risk
iQ Dynamic   Conservative 1FiCF0 Feb, May, Aug, Nov Target Risk
iQ Dynamic   International JF7MlF Monthly Target Risk
iQ Dynamic Moderate Gp7NKZ Feb, May, Aug, Nov Target Risk
iQ Dynamic   Moderately Aggressive I1mabq Feb, May, Aug, Nov Target Risk
iQ Dynamic   Moderately Conservative 1qxXMG Feb, May, Aug, Nov Target Risk
iQ Simple Portfolio PwvPFY Feb, May, Aug, Nov Target Risk
iQ Simple Portfolio   (no inverse) gxlcRx Feb, May, Aug, Nov Target Risk

Stock and ETF Portfolios - Traditional

iQUANT Portfolio Code Frequency Objective
iQ Sector Extremes H2fjoB Feb, May, Aug, Nov S&P 500 Directional
iQ Traditional Large   Cap Stock aRzh3J Feb, May, Aug, Nov S&P 500 Directional
iQ Traditional   Aggressive 6iSBLW Feb, May, Aug, Nov Target Risk
iQ Traditional   Conservative UvYKD7 Feb, May, Aug, Nov Target Risk
iQ Traditional Low   Trading Moderate Ktl8na Feb, May, Aug, Nov Target Risk
iQ Traditional   Moderate cbOUus Feb, May, Aug, Nov Target Risk
iQ Traditional   Moderately Aggressive Y9BBYH Feb, May, Aug, Nov Target Risk
iQ Traditional   Moderately Conservative FcxCjK Feb, May, Aug, Nov Target Risk

ETF-only Portfolios

iQUANT Portfolio Code Prior Code Frequency Objective
iQ ETF Market-Linked Growth cDM2lj N.A. Feb, May, Aug, Nov S&P 500 Directional
iQ ETF Aggressive Portfolio CLXwc2 dzKbhb Monthly Target Risk
iQ ETF Conservative Portfolio rln6lE AfAjKx Monthly Target Risk
iQ ETF Moderate Portfolio lJTRX9 aogrDr Monthly Target Risk
iQ ETF Moderately Aggressive Portfolio L0SFLI IBSRu0 Monthly Target Risk
iQ ETF Moderately Conservative Portfolio gumFB5 qfrWFD Monthly Target Risk

Get Started

0%
here
here
here
here
here
Great! Contact us for support.