Spend your week with clients, not stock screens.
Take on more clients and offer them more than the index with four active stock portfolios: three of US stocks and one of Saudi stocks. We pick the twenty stocks every week; you apply one model across every account and keep your fees.
Five years against the index.
Each portfolio’s returns from one month to five years are published beside its index’s. See each portfolio’s full record.
What your practice gets
Hours back every week
We research the stocks and publish one decision a week. You review it instead of building portfolios.
One model, every account
Apply the same targets to every account, or to a share of each: at 30%, a 5% target becomes 1.5%.
Drift flagged for you
At Saxo, every enrolled account is checked each night and flagged when it needs rebalancing.
Your discretion, your fees
You decide what each account follows, and keep the relationship and your fee schedule.
What your clients get
A disciplined stock portfolio
Twenty stocks chosen by one consistent method and reviewed every week.
More of your time
Less time on stock research means more time on their plans.
Clear on what they own
Every holding, and what changed each week and when.
Room for everything else
The model can run as one part of the account, beside what they already hold.
In your client accounts in three steps.
Pick your portfolios
One, several or all four.
Choose your handover
The partner portal, email with files, the IBKR file or the Saxo account view.
Review and rebalance
You decide for each account; your team places the orders.
Three free months. Run the model on a few accounts before you commit.
Every weekly decision with complete target weights, the partner portal and the platform files, set up with our help. No payment details, no minimum term and no obligation to continue.
The details
For your investment and operations teams.
- The portfolios
- xPortfolios Large Cap Alpha, Mid Cap Alpha and Small Cap Alpha each hold 20 US-listed stocks at equal weights, chosen from the eligible members of the S&P 500, S&P MidCap 400 and S&P SmallCap 600 by residual momentum. xPortfolios Saudi Alpha holds 20 Saudi Exchange stocks the same way, chosen from the eligible members of the MSCI Saudi Arabia IMI 25/50. Each model book started with 100,000 in its currency (US dollars, or Saudi riyals for Saudi Alpha) in July, August or September 2021 and has never been topped up. Holdings, returns and risk.
- Every week
- Each basket is prepared on Saturday, reviewed by our analysts and approved by our Chief Investment Officer, checked against live prices and delivered before the close of the week’s first session: Monday’s US close, or Sunday’s Saudi Exchange close for Saudi Alpha. Orders placed to execute at that closing price match the model’s prices. How every rebalance is approved · Decision calendar.
- Part of an account
- Set the portfolio’s share of each account when you download the IBKR file: at 30%, every 5% target becomes 1.5%, and holdings outside the file are left alone. At Saxo, mark any company a client cannot hold and its weight stays in cash.
- At Saxo
- A read-only connection: we cannot place an order. It serves the US portfolios, since Saxo does not offer Saudi Exchange shares. Every weekday at 23:30 UTC we read each enrolled account and flag it when a holding is more than 3 percentage points off target or more than 5% of the account would trade, with a whole-share preview of the sells and buys. You get a weights sheet for Saxo’s Model Manager, a next-day check of which accounts were rebalanced and one reminder after 3 US trading days. How it works at Saxo.
- At IBKR
- A Rebalance file for Trader Workstation: every current stock at its target and every stock just sold at 0%, so TWS sizes the orders on the account’s value. Holdings that are not in the file are left alone. Download it from the partner portal, the API, a ZIP of all portfolios or SFTP. IBKR guide.
- Other ways to receive it
- The same weekly decision through the partner portal, the JSON API, CSV and XLSX files, signed webhooks and read-only SFTP, with email and files for opted-in staff and WhatsApp alerts that carry no holdings. We confirm your platform setup and instrument coverage with your team before launch. Integration details.
- What stays with you
- These are standard model portfolios, the same for every recipient and not a personal recommendation. Your firm decides who they suit, sizes the positions, places the orders and keeps the client relationship and its fees.
- About the figures
- Returns are model results, not client accounts, after an estimated trading cost of 0.50% per purchase or sale. Each benchmark is an investable fund that tracks the index, with dividends reinvested and after its fees. Past model results are not a forecast.
Questions about your setup? Talk to us.