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Smarter Beta PortfoliosValue Line Active Alpha Defensive Portfolio As of June 30, 2016Value Line Active S&P MidCap Alpha Defensive S&P 400500 Index (Top 50)PORTFOLIO DESCRIPTIONPERFORMANCE Comparison
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To fill out smarter beta portfolios, follow these steps:
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- Define the desired risk and return characteristics
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- Select the appropriate factors to be included in the portfolio
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- Identify the weights or allocation percentages for each factor
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- Implement the factor-based strategy by either selecting individual securities or using ETFs or index funds
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- Regularly monitor and rebalance the portfolio to maintain desired factor exposures

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- Seek exposure to specific factors that have historically generated excess returns
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- Believe in factor-based investing strategies
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- Want a more systematic and rules-based approach to investing
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- Are comfortable with passive or semi-passive investment strategies
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- Have a long-term investment horizon
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- Understand and can tolerate the risks associated with factor investing
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Smarter beta portfolios are investment portfolios that aim to outperform traditional market-weighted indices by using alternative weighting schemes based on factors like value, size, volatility, and momentum.
Investment firms and financial institutions are required to file smarter beta portfolios.
Smarter beta portfolios can be filled out by providing information on the portfolio holdings, investment strategies, and performance metrics.
The purpose of smarter beta portfolios is to offer investors a way to potentially achieve higher returns and lower risk compared to traditional passive investing strategies.
Information such as asset allocation, historical performance, risk metrics, and factor exposures must be reported on smarter beta portfolios.
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