Strategy Research, Smart Money Intelligence, Fund Analysis

ValidFi^Beta Portfolios: Intuitive yet Powerful

See a demo on how to use ValidFi's portfolio tool.
ValidFi Model Portfolios:
- Three risk levels: conservative, moderate and growth.
- Examples of composite portfolios (portfolio of portfolios) for multiple strategies.
Public Portfolios are a collection of public portfolios that you could search or create your own.
My Portfolios are your own portfolios.

Perform historical back testing up to date by using Monitor function.
Or just want to evaluate such a portfolio for a period of time by using Evaluate function.
Lively tracking a portfolio (i.e. ValidFi will update the portfolio everyday after market close) once you use Monitor function.
Get the realtime portfolio transaction (trade) signals through email notification (go to Original Portfolio page and click on Email alert): if there is a trade in this portfolio, you will receive an email for such a transaction on the same day. You can setup Email alert on multiple portfolios.
Or simply use Save as to save a portfolio provided by ValidFi or others as a starting point for your own purpose.

Detailed Statistics provide various (year by year or since inception (start date) portfolio statistics including:
- AR: Annualized Return.
- Standard Deviation: Portflio's volatility (or sometimes called 'risk').
- Sharpe Ratio: Return per unit of standard deviation ('risk'). This is also called Risk adjusted return.
- Maximum Drawdown: Biggest percentage of drop from a peak to a subsequent trough.
- Sortino Ratio: Return per unit of semi standard deviation which only accounts for the downside fluctuation.
- and many others such as Alpha, Beta, Treynor Ratio.
Flash Chart feature includes:
- Multiple time frames
- Labeled Transactions
- Compare with another security's total return or even another portfolio's.

Asset Classes: A portfolio consists of multiple assets. An asset such as "US Equity" is a first class citizen.
Asset Strategy: Users could designate a Strategy to an asset.
Asset Securities: An asset consists of several securities. These securities could be set as initial holdings in Origianl Portfolio.
Target percentage: The target allocation for this asset.

Asset Allocation Strategy: The overall asset allocation strategy for this portfolio.
Rebalance Strategy: To specify whether to rebalance a portfolio periodically or use some advanced rebalancing strategies.
Cash Flow Strategy: Strategy to withdraw and/or deposit cash. These include well known retirement spending strategies and Dollar Cost Averaging cash deposit strategy.

Composite (Super) Portfolio: ValidFi treats each portfolio as a 'normal' security such as a mutual fund or ETF. Thus, a portfolio could consist of other portfolios as its "securities".
Multiple Strategies: Portfolio of portfolios makes it possible to have mutliple strategies.
Portfolio Optimization Tools: Use advanced tools such as Mean Variance Optimization for asset (strategy) allocation.

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