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Portfolio Construction

Build portfolios based on roughly 50 equally weighted positions in ETFs and stocks
Create portfolios to provide diversification by style, geography and capitalization

Weight positions against the subcomponents of the benchmark
Emphasize and express investment conclusions derived from our four idea sources (themes, macro, opportunistic and network)

Try to create relative alpha by over or underweighting ETFs vs. the related benchmark sector or geography
Attempt to generate relative alpha by stock selection as complement to ETFs

Leverage Morningstar weightings and “look-through” capability to ensure appropriate asset class and sector weightings vs. relevant benchmarks

Depend upon our technology (Apple-based system stability, security) to create efficiency
Use Rockingstone’s in-house five-year asset class return calculations to ensure that client portfolios properly express our outlook

Try to create relative alpha by over or underweighting ETFs vs. the related benchmark sector or geography
Attempt to generate relative alpha by stock selection as complement to ETFs