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Model Portfolios

VizWealth lets you build, visualise, and compare model portfolios directly in the ticker box — no spreadsheet required. You can also access VizWealth's curated list of pre-built model portfolios as a starting point.

Building a Model Portfolio in the Ticker Box

The ticker box supports a simple syntax for defining weighted portfolios:

(0.60 SPY) (0.40 AGG)
  • Wrap each holding in parentheses with its weight coefficient followed by the ticker symbol.
  • Weights should sum to 1.0 (100%).
  • VizWealth treats the combination as a single blended investment and plots it as one line.

The example above creates a classic 60/40 portfolio — 60% S&P 500, 40% US Aggregate Bond Index — rebalanced every December 31st. You can compare it directly against any benchmark by adding other tickers to the same box.

What you can see

  • Drawdowns — how far the model fell during each correction, compared to the benchmark
  • Returns — cumulative and annualised performance over any date range
  • ROMAD — risk-adjusted return, so you can evaluate whether the blending is actually reducing risk per unit of return

Viewing Individual Holdings

Click on any symbol within the model to pull up a full chart for that single holding and see how it has performed against the S&P 500 on its own.

VizWealth Pre-Built Model Portfolios

VizWealth maintains a curated Google Sheet with two tabs:

Tab Contents
Best Funds Six to seven top-rated funds per asset class, selected on a risk-reward basis
Model Portfolios Pre-assembled portfolios using sleeves across equity, alternatives, taxable bonds, and muni bonds

Using the Google Sheet

  1. Open the sheet from the VizWealth interface.
  2. Navigate to the Model Portfolios tab.
  3. Each sleeve shows the fund and its weight. Adjust the weights to match your client's preferences and risk tolerance.
  4. Copy the coefficient-symbol pairs directly from the sheet and paste them into the VizWealth ticker box (with parentheses) to instantly visualise the portfolio.

Alternatively, click the hyperlink next to any pre-built portfolio to open it directly in VizWealth.

Portfolio sleeves

The default model portfolio includes four sleeves:

  • Equity — domestic and international equity funds
  • Alternatives — diversifiers such as real assets or low-correlation strategies
  • Taxable bonds — investment-grade and flexible fixed income
  • Municipal bonds — for tax-sensitive clients

You are not required to use all four sleeves. Remove or adjust any sleeve to reflect your firm's investment philosophy or a specific client's situation.

Tips

  • The coefficient syntax works with any valid ticker — ETFs, mutual funds, or indices.
  • You can save a model portfolio URL and share it with colleagues or bookmark it for a client review meeting.
  • Comparing two model portfolios side by side (e.g. aggressive vs. conservative) is as simple as entering both in the ticker box.