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Advanced Model

Advanced Model

Advanced model is a blend of momentum and static strategies. It is used to easily build strategies such as 25% bond fund momentum model / 75% US equity momentum model.

Advanced models might better reflect the overall strategy of a portfolio or help maintain specific allocations of assets classes while using the momentum model to choose the best funds from each asset class.

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  1. These parameters have the exact same functionality of the compare tab.
  2. Pie chart depicting the allocation of the advanced model.
  3. Allocation is the percentage allocation of the corresponding momentum model. Check the check box to include or exclude the column from the composite advanced model.
  4. Advanced models can be saved and reloaded from session to session.
  5. Columns not included in the advanced model will appear grayed out. 6. These parameters have the exact same functionality of the compare tab.