In this video, I (Mike) provide a quick overview of the new “Model Portfolios” section recently added to our content site. This new section showcases our platform’s premium tools, which we provide to financial advisors and asset managers for building, analyzing, and automating their model portfolios.
The new content section is currently broken into two main parts:
- Model & SMA Database: This is our comprehensive database for financial professionals to research proprietary model portfolios and SMAs from a growing list of asset managers. Access is free for our account holders, but you must be a confirmed financial professional due to the proprietary nature of the data.
- Illustrative Marketplace: This is a free-to-explore area where we showcase our own illustrative ETF and stock-based models. It serves as a great demonstration of our platform’s powerful capabilities.
In the video, I provide a detailed walkthrough of the marketplace, highlighting how you can:
- Analyze our illustrative models (like the “ETF Action Beta 60”).
- View daily pricing, monthly risk statistics, and detailed portfolio breakdowns.
- Use our “look-through” feature to see the underlying individual holdings of the ETFs within a model.
- Access a “Resources” section to generate sample reports, proposals, fact sheets, and asset allocation charts.
Disclosures: This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.
This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.
