Model Portfolios: Introduction
Channel Trend creates and maintains model portfolios comprised of stocks and ETFs in accordance with the processes described in the preceding section.
Channel Trend’s model portfolios are the most straightforward way for an investor to take advantage of Channel Trend’s knowledge and systems.
Channel Trend licenses its model portfolios to institutional investors and investment advisory firms.
If you are an individual investor, to take advantage of Channel Trend’s model portfolios, you must become a client of a Channel Trend model portfolio licensee. Normally, that means that you are already a client, or will become a client, of a registered investment advisor which is a Channel Trend licensee. That advisor will be responsible for analyzing your financial circumstances and determining whether investing as per a Channel Trend model portfolio is suitable for you. If you think it may be right for you, contact us, and we will put you in contact with a licensee firm in your area.
Important facts:
- These portfolios are very actively traded. The average holding period for any single position is eight to ten weeks.
- The portfolios are diversified. Stock portfolios typically consist of 50 equally-weighted positions, and ETF portfolios typically consist of 15 positions. The (ETF portfolios are of course are themselves pools of multiple positions and therefore internally diversified.)