US model portfolio

Rising Stars Portfolio

Twenty fast-moving smaller US companies, rotated every week, for clients who accept higher volatility in pursuit of small-cap growth.

Market

United States

Holdings

20 US-listed stocks

Rebalancing

Weekly

Benchmark

STOXX U.S. Small-Cap Equity Factor Index

Strategy

Rising Stars

Currency

USD

Every Saturday xPortfolios publishes the dated target weights for the Rising Stars Portfolio and the exact changes since the previous decision, through the partner portal, files, the JSON API, webhooks or SFTP. Your firm sizes the positions, places the trades and keeps the client relationship.