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Static Model

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Overview

Welcome to the FastTrack Static Model – your gateway to efficient and powerful portfolio management. This model empowers you to define portfolio holdings, their weightings, and a rebalance schedule, then seamlessly integrates with FastTrack's robust suite of reports, statistics, charts, and more.

Enhance your investment strategy by adding static (and other) models to the FT Spreadsheet, allowing for comprehensive comparisons against any model, fund, ETF, stock, or index within FT Cloud.

Model Essentials

At its core, a model is crafted from several key components, each described in detail below:

**Simple Model**
SPY : 60%
TLT: 40%
Rebalance Monthly

Components Explained

Positions

The foundation of your model. These are the securities you select, represented by their ticker symbols. For instance, in our example, SPY and TLT form the model's positions.

Weightnings

These percentages represent how much of the portfolio is allocated to each position upon rebalancing. In our example, SPY receives 60% and TLT 40% of the portfolio's value.

Rebalance

This process adjusts the portfolio's positions back to their defined weightings on a scheduled basis. The example mentions a monthly rebalance, ensuring that at the month's end, the portfolio aligns with the 60% SPY and 40% TLT allocation.

Rebalance Schedules

Calendar: Choose from monthly, quarterly, semi-annual, or annual rebalances.

Market Days: By selecting this option, you can specify a number of market days for rebalancing, ranging from daily adjustments to any other frequency that suits your strategy.

Custom Dates: With FT Cloud software, tailor your rebalance schedule to unique requirements, such as responding to specific trade signals or selecting non-standard intervals.

Utilizing the Static Model

Leverage the static model to:

  • Conduct thorough backtests of portfolio strategies.
  • Stress test potential additions to existing portfolios.
  • Explore hedging options.
  • Present clear, illustrative portfolios to clients.
  • Create custom indexes.
  • Examine the effects of leverage on portfolio performance.