Licensed sleeves
Select Profit Navigator, Alpha Rotation, GEMS, NQ3, Large Cap Leadership or SMID Cap Leadership from the complete professional suite as a defined sleeve inside an existing portfolio.
MarketGauge Pro / Portfolio Solutions
Portfolio Solutions
Begin with the mandate. Build the blend around it.
Build the blend around the mandate and the goal of more consistent profitability with controlled risk. Each blend has documented allocations, rebalance instructions, model-level risk management and its own record; your firm selects and implements the agreed framework.
Portfolio design
Focused allocations. Multiple decision drivers. Explicit risk controls.
Concentrate on qualifying opportunities and manage the resulting risk. Blend complementary strategies when they serve the mandate—not simply to add holdings—and review combined position sizes, sector overlap and cash exposure.
Portfolio blends
Combine selected stock-leadership, market-regime, intermarket and global-macro models in documented allocations aligned with the firm’s mandate and risk budget. The blend’s history begins with that specific allocation and governing rules.
White-label & custom solutions
Configure approved models, portfolio blends, research and communications around a defined professional workflow while preserving attribution, evidence and responsibility boundaries.
Define the mandate→Select decision drivers→Set exposure limits→Monitor and adapt
Portfolio-blend records
A blend record is not an average of its component models.
The blend must be evaluated as the actual portfolio framework being licensed, with its own weights, rebalancing, cash behavior, version changes and implementation assumptions.
Define when the blend began.
Identify the first documented allocation, rebalance rules, exposure limits and every material version change.
Calculate the combination as a portfolio.
Present the blend’s dated result under its own rules. A backfilled combination of older component histories remains a hypothetical blend simulation.
Separate the firm’s realized result.
The receiving firm’s fills, fees, restrictions, taxes, cash flows and deviations can create results different from the licensed blend record.
Evidence boundary: Model results, blend results and actual account results must be identified separately. MG Pro supplies research and signals; the professional firm controls suitability, allocation and execution.
Role boundary
Implementation belongs to the professional firm.
MarketGauge Pro supplies research, licensed signals and implementation materials; the professional firm controls suitability, trading, fees, restrictions and oversight.
Define the role
Clarify objective, benchmark, risk budget and relationship to the broader portfolio.
Map implementation
Document signal delivery, trading responsibility, cadence and oversight.
Review evidence
Use fact sheets, version logs, result classifications, detailed results and supporting verification available upon request.
Evidence and evolution: Qualified firms can review fact sheets, version logs, classified results and supporting verification. Material methodology changes are evaluated with their rationale, implementation date and subsequent record.