Model Portfolios Available
The model portfolios currently offered are these:
Model No. |
Name |
Composition |
SEC Risk Category |
Description |
1001 |
CT Strong Alpha ETF |
ETFs (up to 15 positions) |
Aggressive |
Unconstrained. May invest in all ETF classes, including leveraged and inverse ETFs. |
1002 |
CT Capital Appreciation ETF |
ETFs (up to 15 positions) |
Moderate to Aggressive |
Constrained. May invest in all ETF classes except cash-equivalent, inverse or leveraged ETFs. |
1003 |
CT Capital Allocation ETF |
ETFs (up to 15 positions) |
Moderate to Aggressive |
Constrained. May invest in all ETF classes including cash-equivalents, but not in inverse or leveraged ETFs. |
2001 |
CT Capital Appreciation 2K Domestic Stocks |
Stocks (up to 50 positions) |
Moderate to Aggressive |
Constrained. May invest in 2000 largest market cap US stocks. Long-only portfolio, fully invested at all times. (Short positions not allowed.) |
2002 |
CT Capital Allocation 2K Domestic Stocks |
Stocks (up to 50 positions) |
Moderate to Aggressive |
Constrained. May invest in 2000 largest market cap US stocks. Short positions not allowed. May hold cash to buffer market volatility. |
2003 |
CT Capital Appreciation All Cap Domestic Stocks |
Stocks (up to 50 positions) |
Moderate to Aggressive |
Constrained. May invest in large, mid, small and micro-cap US stocks. Long-only portfolio, fully invested at all times. (Short positions not allowed.) |
2004 |
CT Capital Allocation All Cap Domestic Stocks |
Stocks (up to 50 positions) |
Moderate to Aggressive |
Constrained. May invest in large, mid, small and micro-cap US stocks. Short positions not allowed. May hold cash to buffer market volatility. |
3001 |
CT ETF-Domestic Stock Combo |
ETFS (15) and stocks (up to 50) |
Aggressive |
Constrained. May invest in (i) all ETF classes, including leveraged and inverse ETFs, (ii) large, mid, small and micro-cap US stocks, and (iii) cash to buffer market volatility. Short stock positions not allowed. |