What to do once you’ve signed up

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As a new subscriber to the Model Portfolio membership, your first job is to get invested in the Model Portfolio.

You can find the Model Portfolio on the Current Holdings page. There will generally be between 18-20 stocks held in the Model Portfolio at any one time.

To get invested, we suggest you divide your portfolio by the number of stocks in the portfolio and then invest an equal amount in each of the companies in the Model Portfolio.

For instance, consider the scenario below:

  • You want to invest $100,000 into the Model Portfolio strategy
  • The Model Portfolio currently owns 20 stocks

To do this, you would divide $100,000 by 20 and invest an equal amount into each stock held by the Model Portfolio. In this case, you would invest $5,000 into each stock.

Success! You are now invested in the Model Portfolio.

As a subscriber to the Model Portfolio membership, you will now begin to receive update emails from us each week with a notification of any new trades to make to keep up to date with the Model Portfolio. You can also consult our All Trades report at any time to see what trades have been made to make sure you haven’t missed anything.

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