asset allocation plan

How to read model portfolios

Since August 2018, the model portfolios can be bought in pdf format.

This post describes how to read the model portfolios i.e. the asset allocation reports made with the Adaquant Asset Allocation Suite software. If you feel you need any additional information on the model portfolios, the terminology or investing in general, it is warmly recommended to read the book Investing for Non-Finance People.

Page 1: settings

General settings table describes what kind of settings were used to create the asset allocation plan. In the description you can find what risk profile was used (conservative, average, high risk) and for which currency […]

By |2018-08-11T15:07:53+00:00August 9th, 2018|

Creating a simple asset allocation plan

This post is an example of how to make asset allocation plan with Adaquant Asset Allocation Suite. This is good reading especially for those that have just installed and opened the Suite and wondering how to start using the tool.

First step is to create a new clean simulation. While you can also change the settings of pre-configured simulations with ids 1-4, I would not recommend this – the Adaquant team might change the settings of these simulations in the data updates or future releases. When you create a new simulation, it gets an id of 1000 or above. This means […]

By |2018-08-10T13:04:29+00:00January 26th, 2018|