USER TIPS
COPY OUR MODEL!
We designed our site so you can easily copy our model portfolio in your online account. When you enter the value of your portfolio we deliver the suggested number of shares of each stock needed to replicate our model. Like a recipe you must know more than just the ingredients. You must know how much to use to get the desired results. It’s best to open a separate account if you intend to follow one of our models in its entirety.
TELL ME ABOUT THE FREE TRIAL.
We offer a 30 day free trial to new subscribers. This trial gives you full access to holdings, research and trade-alerts. To get started we only ask for your email address and a password. After 30 days, you will be notified that the trial period has ended. You can then continue your subscription for $20 per month. Your subscription can be cancelled at any time.
HOW DO I KEEP UP WITH CHANGES IN THE PORTFOLIO?
We deliver Trade Alerts for next day trades so you can follow us in real time. We want you to be able to trade with us and not after the fact. Just look for our email. Once you log in and update your current portfolio value you’ll find our trades are color coded. GREEN indicates ‘Buy’ or ‘Increase in position size,’ and YELLOW indicates ‘Sell’ or ‘Decrease in position size.’
HOW DO I ACCESS RESEARCH?
Once you login just click on the security name. This will open the current research document for that security.
WHAT IS YOUR PORTFOLIO STRATEGY?
You will find a description of each portfolio by clicking on the drop down ‘button’ next to the ‘Inception Date.’
DO YOU PUBLISH A HISTORY OF CLOSED TRADES?
Before you login, ‘Closed Positions’ can be found below the ‘PORTFOLIO’ section. Just click on the drop down ‘button’ to open a record of all closed trades since the portfolio was started.
HOW DO YOU CALCULATE PERFORMANCE?
Existing positions are priced at the close of each trading day. Additions and deletions to a portfolio are priced according to the average price for the trading session following a notice of change in the portfolio. Portfolio performance includes the aggregate change of positions and includes interest and dividends earned. The closing value of the portfolio is recorded each day and is compared over various time periods to express performance. Performance does not include transaction expense or research expense.