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Model portfolio

A model portfolio is a sample portfolio built from a brokerage research team’s favourite stocks whose performance is tracked over time. A model portfolio is published as the concrete form of a broker’s investment view; additions and removals are announced in reports and the portfolio’s return relative to BIST 100 is shared regularly.
Contents
  1. 1.Key points
  2. 2.Formula / calculation
  3. 3.Interpretation
  4. 4.Pitfalls
  5. 5.Frequently asked questions

Key points

  • It is an idea source for investors and a performance showcase for brokers.
  • A stock entering several model portfolios signals rising institutional interest, while removal can create short-term selling pressure.
  • model portfolio returns exclude transaction costs and tax and exist on paper.

Formula / calculation

usually 8–15 stocks held with equal or conviction-based weights. Relative return = Portfolio return − Index return. Yatırımcı.AI stock pages show which brokers hold a stock in their model portfolio.

Interpretation

A stock entering several model portfolios signals rising institutional interest, while removal can create short-term selling pressure. Because model portfolio changes are not KAP disclosures they are followed through reports.

Pitfalls

model portfolio returns exclude transaction costs and tax and exist on paper. Methodologies vary widely across brokers. Following a model portfolio is not investment advice and may not suit your risk profile.

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Frequently asked questions

A model portfolio is a sample portfolio built from a brokerage research team’s favourite stocks whose performance is tracked over time.

usually 8–15 stocks held with equal or conviction-based weights. Relative return = Portfolio return − Index return. Yatırımcı.AI stock pages show which brokers hold a stock in their model portfolio.

Yatırımcı.AI ResearchMethodology