Portfolio Performance Techniques - Securities Settings

Using the portfolio settings, you can adjust the Boosted portfolio to fit your investment mandate, Some of the most common issues why the portfolio performance against the benchmark is poor is as follows:
  • Too few maximum number of stocks 
  • Too low maximum short / long position 
  • Having trade by % of rankings set too low

All of which can be found on the Securities tab of the Portfolio Settings. 

Securities settings