Choosing an investment strategy
How to follow model portfolio changes
A useful portfolio update explains what changed, why it changed, and when the decision was recorded. Before acting on an update, establish whether you are reading a planned target, a simulated fill, or an older public record. Those describe different stages of the process.
Published by Allocation Agents · Moore Tech, LLC. We operate the subscription described in this guide.
Read the old and new target weights
An increase, reduction, new position, and full exit have different effects on the complete portfolio. Check cash and unchanged positions as well as the security named in the update. A target weight describes an intended allocation, not the number of shares you should trade.
For illustration, a target moving from 8% to 5% is a reduction of three percentage points. It does not necessarily mean selling three percent of the shares you currently own. Your account's holdings and valuation can differ from the model.
Distinguish the decision from its modeled execution
A recorded decision can exist before the simulated order fills. Look for the decision time, execution status, and portfolio valuation time. Prices and actual weights can change between those stages.
Allocation Agents distinguishes planned portfolio changes from simulated execution. A public delayed decision is historical evidence, not a current trading instruction. Subscribers can inspect current portfolio information, but their own execution timing and prices can still differ.
Read the reason, including what did not work
Check whether the rationale describes new business evidence, changing market conditions, risk control, or a shift in relative opportunity. Compare it with the original reason for holding the position when that record is available.
A reduction after a loss is not automatically proof of a broken process, and a profitable exit is not automatically proof of skill. Evaluate whether the decision is consistent with the published mandate and whether the record includes losing decisions as well as winners.
Review the impact on your saved portfolio
If the strategy is a source in a saved Portfolio Builder portfolio, review the proposed update before saving it. Check full exits, newly introduced holdings, retained custom weights, and cash. Keeping saved targets retains their older source dates.
Following a strategy controls preferences and alerts. It does not automatically add the strategy to a saved portfolio or execute a change in your account. Saving a portfolio and copying it for review are also separate from order submission.
Know what the subscription provides
One All Access subscription covers current holdings, exact weights, rationales, portfolio changes, and alerts for all 50 strategies. You choose what to follow. Public visitors can evaluate the mandates, aggregate records, and eligible delayed examples.
Allocation Agents does not connect to your brokerage or execute trades. If you use external tools to review or submit orders, you remain responsible for reviewing the proposed actions and checking their status. A copied model target is not confirmation that an order was placed or filled.