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Tag Archives: knowledge base

Creating Leveraged Investment Portfolios

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FastTrack has a very vocal user base and we get hundreds of feature/update requests a year. The latest enhancement is one of the most exciting features to make the cut in a long time. Starting with v3.0.9.1, you can model leverage portfolios using static models. Leverage is a popular concept where you borrow money to […]

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Sieve Practical Example

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In this post, I’ll walk through a typical use case of a fund sieve. Investors Question: “I have a Fidelity retirement account. Where do I start?” For this really simple example, we’re going to load all the funds in the Fidelity family. Then remove all funds that are not in the Giant family. Then we’ll remove all funds that […]

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Why Do Dividends Adjustments Matter?

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FastTrack has been the premier provider of quality dividend adjusted ETF, fund, and stock data for many years. Serious investors know why dividends are critical. But, here’s a quick crash course in a few charts. The 10 year chart below demonstrates the difference between dividend adjusted return vs non dividend adjusted return for VUSTX (Vanguard […]

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