With Investing/ Model Portfolios, you can view the performance of passive portfolios. You can receive timely alerts with each re-allocation. Re-allocations are infrequent. Here are the steps:

Step 1. Review Model Portfolios' past performance for free.

Step 2. Select any Model Portfolio you might be interested in based on their performance.

Step 3. Subscribe and follow one or more Model Portfolio.

Step 4. Sign up for 1-on-1 sessions or webcasts if you have any questions. 

 What are Model Portfolios, and How do they work?

Welcome to Tickeron.com, where we offer a wide selection of model portfolios to suit your investment needs. But what exactly are model portfolios, and how do they work?

A Model Portfolio is a pre-built investment portfolio that is designed to meet a specific investment objective, such as growth or income. It is typically created by financial professionals, who use their knowledge and expertise to select a diverse range of assets that align with the investment objective.

At Tickeron.com, we offer a broad range of model portfolios designed to suit different investment styles and risk levels. You can choose from portfolios focused on growth, income, value, or a combination of these strategies. Each portfolio is composed of a diversified mix of assets, such as stocks, bonds, and funds, that are selected based on a rigorous analysis of market trends and performance. One of the benefits of model portfolios is that they are suitable for long-term investors who prefer infrequent position rebalancing. This means that once you have selected a portfolio that aligns with your investment goals and risk tolerance, you can sit back and let the experts manage it for you.

In addition, our platform allows users to create and share their own portfolios with other investors. If you have investment ideas and experience, you can build your own portfolio and sell it to other users or share it for free. This creates a dynamic community of investors who can learn from each other and benefit from the collective knowledge and experience of the group.

 

On the Model Portfolios page, you can find a wide range of filters on the left side, allowing you to choose the portfolio that best suits your investment style.

You can select portfolios by risk level, asset type, frequency of trades, and underlying algorithm. 

You can also search for portfolios containing a specific ticker and select only without penny stocks. 

In addition to filters, you can use different types of sorting - by Gain/Loss, by days since publishing, by the number of positions, and others. 

You can see our most successful portfolios on the right side over various time periods - week, month, quarter, and year.

Using the advanced filter, you can conduct a more detailed search by market value, number of positions, and month since publication.

After choosing one of the portfolios, you need subscriptions to view more detailed information, including the full performance chart since publication, the complete description, current market value, and basic metrics. To do this, click on the title and go to the portfolio page. All the information you need about subscriptions is conveniently located on this page.

 

After you subscribe, you can see all the available information on the selected portfolio: a complete list of all positions and their performance throughout different time intervals, the history of allocations, and their distribution by industry. You can get additional information about the stocks included in the portfolio in our A.I. Screener using the button "View in screener.” If the seller rebalances the portfolio, then the new positions and their allocations will immediately appear on the card of the purchased portfolio.

You can also create a copy of the purchased portfolio and edit it according to your investment goals and preferences. To do this, on the portfolio page, click the "Create Editable Portfolio" button, select a name, and click "Create.”

 

Now you have a complete copy of the purchased portfolio. If the seller makes a new allocation, it can be applied using the "Explore" button. You can also make any changes you want - add new tickers and remove old ones and change each position’s share in the portfolio. To do this click on “CREATE” under DIY Next Investment, and edit your changes, this will be applied to the actual stock market using the "Next Investment Order.” In addition, you have a unique opportunity to reallocate your portfolio using our proprietary Divscore algorithm. Finally, click on the "Get Advice" button and get a recommendation on how to improve your portfolio based on our A.I. algorithms.

 

 

Important note: AI investment recommendations depend on the portfolio parameters you choose -the universe of securities (Stocks, ETFs, Mutual Funds), the level of risk (Conservative, Moderate, Aggressive), and the duration you hold these assets until you plan to withdraw some money. You can change these parameters in the "Portfolio settings" located at the left menu bar to get the most suitable recommendations for your investment goals. Also, you can simply compare the current state of your portfolio in comparison with the “purchased” by clicking on the button "Compare with Marketplace.”

The portfolio overview page contains many useful information and features to help you make good investment decisions. Use the "Metrics" to view a detailed portfolio assessment, including an assessment of the quality of allocation and selection based on A.I. algorithms. In the "Gains," you can see the Profit / Loss ratio of your portfolio for different time intervals. You can make a PDF copy of portfolio metrics and positions using the "Report" button.

 

Using the blue panel on the right side of the page, you can transfer a selection of tickers from your portfolio to any other module of our site - Screener, Paper Trades, Trend Prediction Engine, or Pattern Search Engine.

 

 

Also on the left side of the page are several blocks with the most detailed information on all aspects of your portfolio. For example, you can edit settings, including the risk level, on the "Portfolio settings" tab, and set up personal alert settings.
You can also view information about the costs of maintenance ("Expense Ratios" tab) and detailed data on the financial performance of companies whose shares are included in the portfolio - "Fundamentals."

To see the current performance chart of your portfolio, click on the "Actual performance" block on the left side menu. In addition, you have an advantageous opportunity to see the dynamics of your portfolio performance in the past using the "Past Modeled Performance" block. Tickeron has a large base of End of Day Prices for thousands of assets over the past ten or more years, which allows you to model the most optimal portfolio and see its dynamics over any period.

 

How to subscribe or unsubscribe from Model Portfolios:

Subscribe

If you decide to subscribe, here are two simple options to get started:

Subscribe to all portfolios: Click on the "Subscribe to all portfolios" button on the portfolio page to gain access to all our portfolios. This is a great option for those who want to diversify their investments across multiple portfolios and enjoy the convenience of having them all in one place.

 

Buy or subscribe to individual portfolios: If you prefer to handpick your portfolios, simply click on the "Buy" button on the portfolio card in the marketplace or open the current portfolio. If it suits you, click on the Buy/subscribe button. This allows you to purchase a single portfolio and customize your investment strategy to fit your unique financial goals.

 

After subscribing, you will be redirected to the "My purchases" page, where you can see detailed information on your subscriptions and payments.

 

                                                                                        

 

 

How to unsubscribe:
 

1. Click on your profile picture in the top right corner.

2. Select 'My Purchases' from the dropdown.

3. In 'My Purchases', find the portfolio you want to unsubscribe from.

4. Click on the portfolio name and then hit the 'Archive' button.

 

You may need to set up your Buyer account if the selected portfolio is not free. You can do this on the "Payment Profile" tab on your Personal Profile page. You can also get these portfolios for free by subscribing to A.I. Robots and using the credits towards purchasing A.I. portfolios! Learn about A.I. Robot purchase credits here.

Other Tickeron products are available for the credits above:

We invite you to check out some of our premium products — they’ll help you get the best prepared to take on the market. Some of the premium products that might be helpful for a new trader are the A.I. Pattern Search Engine and the A.I. Trend Prediction Engine. For a continuing trader, check out the A.I. Real Time Patterns and our Screener are great ways to pinpoint what you’re looking for and monitor the securities for an extended period.

Disclaimer.

Simulated results (annualized returns, % wins/loss, and other statistics) are achieved by the retroactive application of a backtested model itself designed with the benefit of hindsight. The backtesting of performance differs from the actual account performance because the investment strategy may be adjusted at any time, for any reason and can continue to be changed until desired or better performance results are achieved. Alternative modeling techniques or assumptions might produce significantly different results and prove to be more appropriate. Past hypothetical backtest results are neither an indicator nor a guarantee of future returns. Actual results will vary from the analysis. Past performance should not be taken as an indication or guarantee of future performance, and no representation or warranty, expressed or implied is made regarding future performance. Disclaimers and Limitations

Keywords: Tickeron, A.I. Portfolios, Model Portfolios,