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Frequently Asked
Questions
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| 1. |
Do you send out a daily/weekly e-mail, or is the
information posted online? |
| 2. |
Does
GetFolio execute my orders for me? |
| 3. |
Do you offer managed accounts? |
| 4. |
Is GetFolio.com a short term trading system, or a long
term investment system? |
| 5. |
Do I need to understand technical analysis
to follow your strategy? |
| 6. |
Does
GetFolio.com require a heavy time commitment, and is it easy
to use and understand? |
| 7. |
How
do you generate your Market Gauge and screen your
recommendations? |
| 8. |
Aside from stocks, do you cover Indices, ETFs and sector funds? |
| 9. |
Do you cover only Blue Chip stocks, or do you cover small stocks as well? |
| 10. |
Does
your system cover stock markets outside the
U.S.A.? |
| 11. |
How does your system insure good
diversification? |
| 12. |
What if I am not comfortable buying into a recommended stock? |
| 13. |
Tax-wise,
is your method efficient? |
| 14. |
Is
there a minimum amount of capital required to use your
service? |
| 15. |
Do
you offer a subscription that provides just the Market
Gauge? |
| 16. |
Do
you short stocks? |
| 17. |
Can the Position Manager track multiple, separate portfolios? |
| 18. |
The
strategies used in your Position Manager seem similar to
those taught by Turtle Trading and Dr. Van Tharp. How does
your work differ from theirs? |
| 19. |
Does
GetFolio.com offer a Position Manager with higher diversification levels? |
| 20. |
What is your "Performance Guarantee"? |
| 21. |
Do you track a model portfolio, and is it
covered in the Hulbert Financial Digest? |
| 22. |
How is your Historical Performance Record
calculated? |
| 23. |
What are your current YTD results? |
| 24. |
How does your strategy perform in a bear
market? |
| 25. |
What
are the available payment options? |
| 26. |
Do you offer monthly or trial subscriptions? |
| 27. |
How
many years has GetFolio.com been in business? |
| 28. |
Have you taken steps to insure continuity of
service, in case of unforeseen circumstances like a
natural disaster or illness of a staff member? |
| 29. |
How does your strategy compare to another
investment service or product? |
| 30. |
More questions? |
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|
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1. Do you send out a daily/weekly e-mail, or is
the information posted online?
All the information and our recommendations are regularly and
directly posted online, and is accessible using your personal
login.
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2.
Does GetFolio
execute my orders for me?
We are not a
brokerage. You must have your own personal brokerage account. We
recommend using a discount, online broker.
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3.
Do you offer managed accounts?
No, we do not
offer managed accounts.
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4.
Is
GetFolio.com a short term
trading system or a long term
investment
system?
GetFolio.com is
a
long-term
strategy.
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5.
Do I need to understand
technical analysis to follow your strategy?
No, our strategy is as
simple as picking up the top stocks on our list.
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6. Does GetFolio.com
require a heavy time commitment, and is it easy to use and understand?
Most
subscribers find themselves grasping the concept and mechanics
after reading our tutorials and following a few of our
recommendations,
but in general the process should not take more than 15 minutes each day.
As an added convenience, because there is no software to install
(everything is accessed via a web browser and your personal
login), you can connect to GetFolio from anywhere in the world.
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7.
How do you generate your Market Gauge and screen your
recommendations?
The GetFolio
system is a unique, 100% mechanical and unemotional strategy,
designed by market veteran and professional money manager Moti
Weinberg. The GetFolio Market Gauge is based on price and
volatility action. The exact formulas behind it is proprietary.
However, the logic behind the system is explained via many tutorials
and examples that are available to you, making it even more
obvious why our
Historical Performance is so good.
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8.
Aside from stocks, do you cover Indices, ETFs, and sector funds?
Yes, we track the Rydex & Fidelity sector funds, and all major
Indices & ETFs for subscribers who prefer to buy indices instead
of individual stocks.
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9.
Do you cover only blue chip stocks, or do you cover small cap
stocks as well?
Our focus is on growth stocks,
and we cover small-, mid-, and
large-cap stocks.
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10.
Does your system cover
stock markets outside the U.S.A.?
The system
works in any market,
but our stock database is mainly geared for the U.S.
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11.
How does your system insure good diversification?
The
entire GetFolio Strategy is focused on diversification, and
subscribers are strongly encouraged to build diversified
portfolios. In addition, the GetFolio.com Position manager
provides you with a sector report so you can track how well you
are diversified (you are also alerted if you are too heavily
concentrated in one sector, or one stock).
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12.
What if I am
not comfortable buying into a recommended stock?
You
are always in control as to what stocks to buy.
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13. Tax-wise, is
your method efficient?
Yes, it is.
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14. Is there a minimum amount of
capital required to use your service?
The minimum is $20,000.
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15.
Do you offer a subscription that provides just the Market Gauge?
Yes, our Basic Subscription provides the Market Gauge, as well
as stock, ETF, Sector, and Index fund recommendations
(no Position Manager). To sign up,
click here.
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16. Do you short stocks?
No. We prefer to control risk by raising cash levels, as
opposed to shorting stocks or the market, which is often
unpredictable.
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17.
Can the Pro 50 Position Manager track multiple, separate portfolios?
The Pro 50 Position Manager can track up to 50 stocks in one portfolio. We offer the
ability to track additional portfolios at an extra charge.
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18. The
strategies used in your Position Manager seem similar to those
taught by Turtle Trading and Dr. Van Tharp. How does your work
differ from theirs?
We think Dr.
Van Tharp's book is simply excellent, but all good
money management concepts tend to share the same basic
logic. There are many theoretical sources that provide a great
education. Reading or attending seminars may improve your
overall understanding of the subject matter, but it is another
matter altogether to apply it in the real world. The GetFolio
Position Manager is a complete and thorough live tool for the
practical application of strict money management rules, without
emotional obstacles. Our subscribers are impressed with the
Position Manager, and we are sure Dr. Van Tharp would be too.
Having said that, we strongly recommend any investor who is
serious about investing to read Dr. Van Tharp's book
"Trade Your Way to Financial Freedom".
We believe
Steven, a GetFolio subscriber, said it best in his testimonial
letter:
"I just can't believe that no one else is doing what you do...it
makes so much sense. I have subscribed to a lot of
investment newsletters. So many are hung up on Technicals
that hardly leave you with a trade to make by the time the light
finally turns green. Others are intensely focused upon
ascertaining the intrinsic value of the business, the underlying
assumption being that some day the rest of the world will agree
and the stock price will follow. Your system deals with the
empirically-proven behavior of beaten-down stocks and has
identified the best way of estimating the inflection points for
investment. I especially like the money-management emphasis. I
feel very comfortable with it."
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19.
Does GetFolio.com offer a Position Manager with higher
diversification levels?
Yes,
we offer upgrades to Position Managers that track more stocks
for those that want a higher
diversification level.
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20.
What is your "Performance Guarantee"?
The GetFolio.com performance guarantee is offered to new
subscribers, who follow the market gauge's timely
recommendations. We guarantee that your ROI will outperform the
market for the 1-year period of your subscription, or we will
refund your subscription fee.
For more
details, please see our terms and conditions at
http://www.getfolio.com/signup/terms_conditions.asp
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21.
Is the strategy covered by the Hulbert
Financial Digest?
Hulbert covers only investment newsletters that track model
portfolios. GetFolio.com is a money management tool; it is not
an investment newsletter. The GetFolio strategy was developed and tested by
Moti Weinberg, using real money, since 1990. Its goal is to
provide you with money management skills that go beyond what
traditional investment newsletters offer. The staff of GetFolio
uses the strategy to invest our own money, so while we don't
provide model portfolios as a tool for our subscribers, we know
how to best use the system, and explain it in detail in our
tutorials.
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22.
How is your Historical Performance Record calculated?
The Historical Performance Record scans the GetFolio
database, looking for all stocks that were recommended as a buy
for the given year. The system then averages the stock price
during the buy days, and tracks the gain or loss based on the
closing price at the end of the year.
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23.
What are your current YTD results?
The GetFolio.com ROI for each year is calculated and posted
at the end of the year. Up 15% for
year 2007.
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24.
How does your strategy perform in a bear market?
Given the main theory behind our strategy: value, a
bear market is our favorite environment. (For that
reason, we actually look forward to bear markets, or any market
sell off.)
Essentially, the GetFolio.com
strategy is designed for managing portfolios in both bull and
bear markets, and our Position Manager provides the appropriate
signals for managing both types of markets in a mechanical,
non-emotional fashion.
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25.
What are the available payment options?
The following are our payment options:
1) The preferred method is our
online
payment system.
2) You can also use
Paypal.com to pay by credit card or a direct debit from
your bank account.
3) If you wish to directly wire your payment from your bank
account to ours, please contact our
Support Center for our wiring instructions.
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26.
Do you offer monthly or trial subscriptions?
We
do not offer monthly or other short-term trial subscriptions. Quite
honestly, we have serious reservations about
selling short term
subscriptions as it tends to attract investors
looking for instant results, who are the type of subscribers we
try to avoid. We recommend following our investment strategy for
a full year so you are able to see how the systems reacts over
time. Accordingly, our yearly subscription rate has
a performance guarantee.
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27.
How many years has GetFolio.com been in business?
We
have been online since 1998, an eternity in the on-line business world!
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28.
Have you taken steps to insure continuity of service, in case of
unforeseen circumstances like a natural disaster or illness of a
staff member?
The
GetFolio database (including all customer accounts) is backed up
daily, to prevent any data loss due to server malfunctions. The
operations of our service can be managed from anywhere in the
world. The staff is prepared to take over vital day-to-day
functions performed by other members in case one of us is out
due to illness or vacations.
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29.
How does your strategy compare to another investment service or
product?
Although we
are aware of other competitive services or products available on
the internet and the general strategies behind them, we do not
do in-depth analysis of those products/services as that would
require purchasing the product or subscription. You will need to
draw your own conclusions, based on the information provided on
our respective sites.
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30.
More questions?
We pride ourselves on giving excellent customer service, and both
Moti's
office and home numbers are listed on our
subscriber site. We also have a very capable tech
support team that can answer all of your questions via
our Support Center.
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| "Risk
management is the most important thing to be well understood.
Undertrade, undertrade, undertrade is my second piece
of advice.
Whatever you think your position ought to be, cut it at least
in half." -- Bruce Kovneris |
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