Create Model Portfolio Dialog Box

1. Enter model portfolio name in Model Name box.

2. You can add a mapped asset allocation if you want. To do so, click on the magnifying glass icon to find the model asset allocation you want to select.

3. Click the Add Holdings box. The Add Holdings box will appear. (Follow those directions. When done, click OK.)

4. Assign holding allocation percentages in the Weighting % column. If you want to assign equal weighting to each holding, simply click the Equal Weighting button. Total weighting must equal 100%.

5. Click Recalculate. The pie chart and style boxes will be filled in according to the weightings allocated.

6. When you have got the desired portfolio allocation, click OK. The Model Portfolio is saved.