Generate A Model Portfolio

Use these pull-down menus to select different inputs for your functional currency, your target savings rate (expressed as a percentage of your starting capital), your accumulation goal (also expressed as a multiple of your starting capital), and your time horizon the number of years until you want to achieve your accumulation goal. Also, decide whether to include Equity Market Neutral as a possible investment option in the model portfolio. EMN is an active management strategy whose objective is to deliver returns that have a low correlation with the returns on other asset classes. Elsewhere on this site, we discuss the pros and cons of employing an active management approach. If you do not include Equity Market Neutral, the model portfolio will use only ten broadly defined asset classes, most of which can be implemented using index tracker funds. You will then see the model portfolio solution that corresponds to these inputs.