PLEASE NOTE: Once you create your portfolio, copy the code from the PDF cover page and paste into the Portfolio Allocation Tool (on Members page) to see the current portfolio selections.
The iQUANT.pro Portfolio Optimizer
The iQUANT.pro Portfolio Optimizer aims to create historically efficient portfolios using iQUANT models, investment indexes, ETFs, and individual stocks, targeting the historical volatility risk (standard deviation) of relevant risk benchmarks.
Keep a long-term perspective and avoid model hopping. This year’s underperformers could be next year’s heroes—a pattern that repeats over time.
Assess your client’s risk with the Risk Assessment Questionnaire.
Build a portfolio in five minutes with the Portfolio Optimizer