How It Works

The 3Fourteen Portfolio Builder allows you to design, test, and maintain your own suite of custom asset allocation models. Users select their ideal asset mix, benchmark/min/max weights, rebalance frequency, and alpha model. Maintain multiple models based on differing investing goals or macro regimes.

Each model receives an analytics package including:

• Long/short-term backtests,
• Annual/monthly performance history,
• Current/historic asset weights, and
• Strategy performance statistics

Finally, each member receives the 3Fourteen white paper—Real Asset Allocation: The World Has Changed. Here, we introduce our Real AA Model and describe the underlying alpha model, which is available through the Portfolio Builder.