Fortress Model Portfolios — performance dashboard
tracking window: Jul 1 – Dec 31 2026

All 20 models — grouped by type; click a type to expand, then a model to open it below

Model / typeEquityFixed inc.Blended ERDiv yieldStatus
Model family
Risk profile

Ask the portfolio — powered by Claude over this model's data

Let's explore a specific ticker — is it in our models, and why (or why not)?

Cumulative return — model vs. PM benchmark (net of fund costs)

Asset-class allocation

Why this portfolio

Mandate

Role in the lineup

Ideal client

What to expect

Client talking points

    How a holding earns its place

    Holdings · click any row for the full thesis

    TickerNameRoleWeightERYield

    Change history — every add, trim, and exit, dated

    DateActionHoldingRationale

    On the watchlist — researched, not yet held

    TickerRoleStatus