iQuant Model Portfolios

We’ve taken the liberty of building nine rules-based model portfolios so you don’t have to sacrifice your time from asset-gathering and meeting with clients.

Model portfolios were introduced to the website in September of 2018. The Models of Models were introduced in February of 2019.

Pre-Built Portfolio Returns (Standardized as of 8/30/2019)*

Name 1 Month YTD 3 Month 12 Month 3 Year 5 Year 10 Year
iQ Optimized Conservative Portfolio 3.10 10.17 6.16 9.97 8.41 9.28 10.72
iQ Optimized Moderatedly-Conservative Portfolio 0.90 12.08 5.34 5.54 10.34 10.61 13.32
iQ Optimized Moderate Portfolio 0.46 16.41 7.72 6.99 13.72 15.15 18.15
iQ Optimized Moderatedly-Aggressive Portfolio 0.42 17.22 8.27 7.44 14.21 15.55 18.62
iQ Optimized Aggressive Portfolio (0.90) 21.83 7.55 6.60 15.17 16.81 20.01
iQ Optimized ETF Portfolio (0.85) 9.41 4.82 2.03 11.75 11.29 14.33
iQ Optimized Income Portfolio 1.20 10.68 5.76 (0.72) 7.37 6.64 12.20
iQ Moderately-Aggressive Model of Models 1.90 20.14 10.04 2.78 17.11 14.55 19.27
iQ Moderately-Conservative Model of Models 1.65 15.67 9.70 8.05 13.38 13.06 16.88

FOR INVESTMENT PROFESSIONAL USE ONLY

*HISTORICAL MODEL PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. THE RETURNS PRESENTED REPRESENT SIMULATED MODEL RETURNS WHICH ARE HYPOTHETICAL, MEANING THEY DO NOT REPRESENT ACTUAL TRADING, AND, THUS, MAY NOT REFLECT MATERIAL ECONOMIC AND MARKET FACTORS, SUCH AS LIQUIDITY CONSTRAINTS, THAT MAY HAVE HAD AN IMPACT ON ACTUAL DECISION MAKING. THE HYPOTHETICAL PERFORMANCE REFLECTS THE RETROACTIVE APPLICATION OF THE MODEL WITH THE FULL BENEFIT OF HINDSIGHT.

Actual performance may result in lower or higher returns than the hypothetical Model performance presented. If actual portfolios had been managed, there can be no guarantee such portfolios would have achieved results similar to those portrayed.

Model returns reflect a 0.50% annual trading expense on total portfolio value – which may be higher or lower than actual trading costs.  Actual performance will vary from that of investing in the Model because it may not be fully invested at all times.  Hypothetical model returns in certain years were significantly higher than the returns of the S&P 500 Index. It is important to note that models may underperform in certain years and may produce negative results. Investments in models should be made with an understanding of the risks involved with owning common stocks, such as an economic recession and the possible deterioration of either the financial condition of the issuers of the equity securities or the general condition of the stock market. An investment in a portfolio containing equity securities of foreign issuers is subject to additional risks, including currency fluctuations, political risks, withholding, the lack of adequate financial information, and exchange restrictions impacting foreign issuers.   The value of the securities selected by the Model may be subject to steep declines or increased volatility or perception of the issuers.

BROKERS, INVESTMENT ADVICE & PORTFOLIO MANAGEMENT

iQUANT.pro (“we” or “us”) is not registered as an Investment Adviser or as a Broker/Dealer. iQUANT.pro does not manage investment portfolios. iQUANT publishes information about its proprietary investment models for its subscribers. The information we provide (or that is derived from our website) is not, and should not be construed in any manner to be, personalized advice. Also, our website and the information provided by us should not be construed by any subscriber or prospective subscriber as a solicitation by iQUANT.pro to effect, or attempt to effect, any transaction in any security. Investments in the securities markets are speculative and involve substantial risk. We encourage you to work with your Compliance Department and to make independent investigations before acting on the information you obtain from iQUANT.pro or derive from our website.