Institutional Model Fund
Inspired by the Yale Endowment model, this portfolio emphasizes alternative investments for diversified, high-performing returns.
Medalist Rating™
Total Returns
5Y CAGR
Outperformance
Performance
Since 2017, this portfolio has returned 273.4%, outperforming the market by 273.4%. using its optimal monthly rebalancing period and 10 stock portfolio size.
Institutional Model Fund
+273.4%
S&P 500
+0%
Asset Allocations
List of holdings for the Institutional Model Fund Portfolio
Stocks
100%Exchange-Traded Fund
Information Technology
Consumer Discretionary
Real Estate
Health Care
Communication Services
Financials
But there's no need to cherry-pick stocks here because the AVERAGE return of every recommendation made by Finlo since 2017 is 720% - nearly quadrupling the market in that time.
Holdings
10 equal weighted holdings in the Institutional Model Fund Portfolio. Copy the following positions to your brokerage account to replicate the portfolio.
| Ticker | Sector | Finlo Rating | Market Cap | Weight |
|---|---|---|---|---|
| Exchange-Traded Fund | $17.0B | 10.00% | ||
| Information Technology | $1.042T | 10.00% | ||
| Consumer Discretionary | $1.333T | 10.00% | ||
| Real Estate | $110.5B | 10.00% | ||
| Health Care | $351.825B | 10.00% | ||
| Communication Services | $2.438T | 10.00% | ||
| Exchange-Traded Fund | $1.3T | 10.00% | ||
| Financials | $1.023T | 10.00% | ||
| Information Technology | $3.178T | 10.00% | ||
| Information Technology | $3.474T | 10.00% |
How It Works
Pick your strategy
Select a Portfolio Strategy aligned with your goals and preferences, considering factors like trading frequency and historical performance.
Unlock the stocks
Add strategy-picked stocks to your portfolio. Watch for updates via email or our site to adjust holdings and stay on track for ideal performance.
Track gains over time
Acknowledge and celebrate achievements in your investment journey. Regularly reassess and adjust your strategy to stay on track with your financial goals.
