We’re excited to announce our “Create Fund” tool, which gives clients the ability to create a custom basket of stocks, ETFs and/or mutual funds weighted according to traditional and proprietary factors.

With one click, clients can download a standard order form that brokers can use to create a fund based on the clients’ customized basket. Access the Create Fund tool on the Portfolios page, as seen in Figure 1.

Figure 1: New Constructs Website: Create Fund Button

Sources: New Constructs, LLC and company filings.

Figure 2 shows where to access key features on the “Create Fund” page:

  1. Enter any investment amount – our system automatically adjusts your order form for the amount of money you wish to allocate.
  2. Choose the weighting methodology – we offer 10+ factors, including market cap, dividend yield, our proprietary core earnings and return on invested capital (ROIC), and your own custom weightings.
  3. Download Order Form – get a CSV file with every order needed to create the portfolio on the page. Click here for a sample.

Figure 2: How to Use the “Create Fund” Tool

Sources: New Constructs, LLC and company filings.

Per Figure 3, clients can also:

4. Upload a CSV of any list of stocks, ETFs and mutual funds along with the shares you own and manage it using the tools on our site. Click here for a sample upload file.
5. Edit current shares – enter the number of shares you already own in any holding and automatically update your order form.

Figure 3: More Features of the “Create Fund” Tool

Sources: New Constructs, LLC and company filings.

Figure 4 shows how the Create Fund tool automatically estimates your cost savings compared to investing in your chosen benchmark. To select a benchmark, open the drop-down menu to the right of “Ratings Allocation” table.

Figure 4: How to Use the “Create Fund” Tool: Cost Savings Feature

Sources: New Constructs, LLC and company filings.

Please contact us at support@newconstructs.com if you have any questions.

This article originally published on November 11, 2020.

Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, style, or theme.

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