Smart Indexing models are available via subscription.
For Illustrative Purposes Only! Past Performance Does Not Guarantee Future Results!
How it works
- Subscribe to our model and you will be notified immediately of the current model signals and allocations.
- Follow along by adjusting your account to match our allocations and selected ETF’s.
- Subscribers will be notified, monthly, of changes to the model.
- Updates will be delivered, by email, after the close of the market on the last trading day each month.
- Subscribers should adjust their portfolio(s) to reflect the current model signals, allocations and holdings.
At the close of the last trading day of each month, but before the open of the first trading day of the new month, SQR will distribute, to subscribers, by email, model updates. Subscribers will receive only those updates which pertain to the models they have subscribed, as long as their subscription remains active.
Subscribers should adjust their portfolio(s) to reflect the current model signals and allocations.