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EQUITY
FIXED INCOME
CASH ASSET
HYBRID ASSETS
REAL ESTATE
COMMODITIES
HEDGES
US EQUITY
INTERNATIONAL EQUITY
Foreign Small Cap
US MUNICIPAL BONDS
US CORPORATE BONDS
INTERNATIONAL BONDS
CASH
CD
BALANCE FUND
PREFERRED SECURITIES
CONVERTIBLE SECURITIES
US Real Estate
Non-US Real Estate
INVESTMENT GRADE
High Yield Bond
Foreign Goverment Bonds
Foreign Corporate Bonds
Foreign High Yield Bonds
US TREASURY BONDS
US Large Cap
US Mid Cap
US Small Cap
Micro Cap
Developed Countries
Emerging Market
China Equity
Foreign Small Value
Money Market
Moderate Allocation
Conservative Allocation
Long-Short
Bear Market
Intermediate-Term Bond
Muni National Interm
Muni National Short
Muni Single State Interm
Muni California Interm/Short
Muni Pennsylvania
Muni Ohio
Precious Metals
Muni New Jersey
Muni New York Interm/Short
Muni Single State Short
Currency
World Allocation
Muni Massachusetts
Muni New York Long
Muni Single State Long
Muni National Long
Muni Minnesota
Miscellaneous
Utilities
Health
Muni California Long
Foreign Large Growth
Communications
Natural Resources
Technology
Foreign Large Blend
LARGE VALUE
Foreign Small/Mid Value
Foreign Large Value
Retirement Income
Bank Loan
Financial
Target Date 2000-2010
High Yield Muni
Global Real Estate
Target Date 2011-2015
Target Date 2016-2020
Target Date 2021-2025
Target Date 2031-2035
Target Date 2041-2045
Target Date 2026-2030
Target Date 2036-2040
Target Date 2050+
Alternative
Market Neutral
SECTOR EQUITY
US Equity Moderate Allocation
Consumer Staples
Consumer Discretionary
Industrials
Energy
Foreign Small/Mid Cap
Pacific/Asia Equity
Foreign Large Cap
WORLD BOND
SPECIALTY-REAL ESTATE
LARGE BLEND
WORLD STOCK
SHORT GOVERNMENT
LONG GOVERNMENT
EUROPE STOCK
LARGE GROWTH
MID-CAP VALUE
MID-CAP BLEND
FOREIGN SMALL/MID GROWTH
SMALL VALUE
SMALL BLEND
Convertibles
DIVERSIFIED EMERGING MKTS
Long-Term Bond
Multisector Bond
Emerging Markets Bond
Short-Term Bond
Equity Energy
Intermediate Government
Capital Protected
Mid-Cap Growth
Latin America Stock
Small Growth
Greece Equity
Europe Large-Cap Blend Equity
Inflation-Protected Bond
SPECIALTY-UTILITIES
SPECIALTY-FINANCIAL
SPECIALTY-HEALTH
EQUITY PRECIOUS METALS
DIVERSIFIED PACIFIC/ASIA
PACIFIC/ASIA EX-JAPAN STK
SPECIALTY-TECHNOLOGY
SPECIALTY-NATURAL RES
JAPAN STOCK
SPECIALTY-COMMUNICATIONS
SPECIALTY-PRECIOUS METALS
COMMODITIES BROAD BASKET
ULTRASHORT BOND
MISCELLANEOUS SECTOR
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Original Portfolio Information
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Belongs To
Momentum Hedge
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Basic
Starting Date
Original Amount
Benchmark
Check Confidence
Uncheck
Daily
Weekly
Monthly
End Date(For Evaluate)
Symbol
Margin Rate
Last Transaction Date
User Name
validfi
Categories
Update Mode
ALIVE
UNALIVE
DEVELOPMENT
LOWLEVEL
EMAILALERT
PRODUCTION
DATA
PRODUCTION_MODEL
Description
Portfolio Level Strategies
Rebalancing
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parameters
getParameter
[ x ]
Rebalancing Strategy Parameters
No Parameter with this strategy!
Cash Flow
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parameters
getParameter
[ x ]
Cash Flow Strategy Parameters
No Parameter with this strategy!
Asset Allocation
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parameters
getParameter
[ x ]
Asset Allocation Strategy Parameters
CoreLongSecurity
Interval
SecurityForShort
SignalSecurity
SMA
Asset Name
Asset Type
Strategy Name
Target Percentage
Actual Percentage
Total Amount
Securities
operation
Name