Welcome to Core Portfolio Design!

Are you seeking unbiased analytics to evaluate whether your long-term asset allocation aligns with your goals and vision?

Do you need fast, easy-to-use portfolio tools that deliver insights with just a few clicks?

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What's the Process?
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Step 1

Set up a model portfolio & investment strategy through a guided process and learn about the potential gains and losses of that portfolio.

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Step 2

Run results for an unlimited number of model portfolios, and compare key ones for evaluation. Clearly label the results of your chosen strategy for future reference.

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Step 3

Read the guidance, consult any other sources as required, and implement your chosen strategy.

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Step 4

At your pre-determined check-in point, log back in to Core. Re-run your model portfolio and update if necessary. Read the guidance, consult any other sources as required, and rebalance your chosen strategy if necessary.

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Step 5

Relax with the knowledge that you have taken control of your financial goals and can weather the uncertainty inherent in investing!

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Benefits

Guided Process

Unbiased Information

Unlimited Use

Professional Analytics

Easy to Use

A System to Build and Maintain Your Portfolio

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Meet the Founder

Julie Mallory, PhD, CFA

Julie has over 19 years of experience in investment strategy and portfolio research. She has a PhD in Economics, is a CFA charterholder, and has worked at major global financial institutions in increasingly senior roles while also being a mom to two girls. Julie is also a member of the Research Committee of the International Centre for Pension Management (ICPM).

Driven by a passion for academic rigor and quantitative analysis, Julie specializes in applying research insights to real-world investment decisions. She believes in the power of data and models to both support and challenge our intuition, ensuring more informed and confident decisions.

Julie founded Core Portfolio Design to provide people and teams with the research, tools, and data they need to navigate complex portfolio construction challenges. Her mission is to help investors in their decision-making process through systematic, data-driven approaches.

FAQ
  • The model takes 2 types of inputs: the user-specific inputs on their investments, and asset risk and return forecasts. The user can choose their preferred source of these forecasts.
  • Based on the forecasts, the model simulates many future return paths for the assets, and then generates a path of holdings over the investment horizon with the goal to help the user assess the likelihood of meeting their investment goals.
  • No. Core Portfolio Design is not a licensed financial advisor or investment firm. Core Portfolio Design does not give personalized investment recommendations. Our platform offers tools and analytics for informational and educational purposes only. The insights and data provided by our software do not constitute personalized investment advice, financial recommendations, or trading signals. Users are responsible for their own investment decisions.
  • Yes! Read the model assumptions documentation to ensure you are comfortable with how currency is treated.
  • No. Core Portfolio Design can be used by anyone no matter their location. The model assumes no taxes, which is a reasonable assumption for tax-deferred accounts. These accounts are often used for long-horizon investing purposes, such as retirement or education.
  • Sign up for a reminder email.
  • Look into opening a direct investing account (low/no fee, no advisor) that is tax-deferred (ex. RRSP in Canada, where tax is not paid until money is withdrawn). If this is an appropriate option for you, it is likely the most cost/tax-efficient. Reducing fees and taxes can substantially improve wealth outcomes over time due to the compounding of returns.
  • Buy the assets in the proportions according to your chosen model. Or, look up ETFs (exchange traded funds) that approximate the asset classes modeled. We suggest looking for low-fee, low-complexity ETFs (i.e. market-capitalization weighted) from reputable, large organizations.
  • When you receive a reminder email, review your strategy and update if necessary.
  • Different rebalancing (buy or selling assets for your portfolio) triggers have different benefits. You are not obligated to rebalance at a specific periodicity, but we do recommend checking-in on your portfolio and your plan at a regular frequency.
  • Checking-in on your portfolio at a regular frequency allows you to:
    • Incorporate any changes in your goals or savings.
    • Update results with more recent risk and return forecasts.
    • Examine if your portfolio needs to be rebalanced to your target weights. For example, if you want a 60% allocation to equities, and a 40% allocation to bonds, but your current portfolio is at 50%.
    • Conversely, if your current portfolio is at 59% equities, then it’s probably not worth the transaction costs to rebalance back to 60%.
Contact us Please note that Core Portfolio Design does not offer personalized financial advice.
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