Portfolio
Manager
Analyze, Rank, and
Manage Your Stocks |
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There are quite a variety of portfolio managers available to investors
today.
In
reality, however, these portfolio managers
have not translated well for most investors that
subscribe to them.
The reason?
Money management. Without the proper position
sizing using the right money management tool,
you are only dealing with half the formula for
success.
The majority of investors who buy portfolio
managers think that the process is as simple as
"plugging in stock recommendations".
Unfortunately, as money managers know, entry
points account for very little in the overall
success of a portfolio.
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Diversification
The GetFolio.com Portfolio Manager is a remarkable
investment tool that includes all the features (and more) that a money
manager would use in building and managing a diversified professional fund. By
gradually
allocating small percentages of capital into a wide
variety of value-stocks,
the Portfolio Manager builds a diversified personal portfolio which,
over the past 16 years, has strongly outperformed the market
with an average stock appreciation of
28.68%
a year.
Position Allocation
The GetFolio.com Portfolio Manager
uses money management formulas to properly allocate your funds
into a well-diversified portfolio of value stocks. Positions in
companies are started according
to their ranking X Score, and managed in
accordance with your chosen degree of diversification. Based
on your capital size and your portfolio's volatility,
the Portfolio Manager scales into each recommendation, thus building a
safe position using several small buys instead of one large,
risky gamble. |
Screening & Ranking
Throughout the trading day, the GetFolio's Portfolio Manager analyzes its database and ranks all stocks in search of new buy signals. Once a stock is determined to be a buy, it is immediately
posted into your Recommendation Table as a buy candidate.
Unlike other portfolio managers that
simply track buys and sells from an accounting and tracking
perspective, the GetFolio Portfolio Manager is a money
management tool. It is designed to lead you to mechanically managing
your portfolio, alerting you to problems and opportunities that
exist there. This remarkable tool is your ideal
broker, presenting you with opportunities based on
mathematical probabilities rather than emotions.
Daily
Updates
Throughout the trading day, your Portfolio Manager assesses your
portfolio continually and assigns a ranking number to each stock. This
tells you which positions are high risk, which positions
need to be reduced, and by how much. By continually comparing
and evaluating the stocks in your portfolio, the Portfolio
Manager makes sure that you take action according to the risk
each position represents in your portfolio.
The GetFolio.com Portfolio Manager is What Makes
GetFolio Different
I designed and built it
for use in my own hedge fund. It wasn't
conceptualized or built by system developers,
neither of whom understand money management. GetFolio.com is my own personal tool of choice,
and I have been using it exclusively with 100%
of my own money for 17 years.
We are all used to
getting professional help when it comes to legal
matters or accounting issues, but many make the
mistake of underestimating what it truly costs
to learn how to properly manage money, and wind
up learning the hard way.
What would it
be like to know that you made the very best
decision with every dollar you spent or saved?
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Highlights:
- No software to install --
everything is accessed by your internet browser using your
personal login.
- You only need to check your
portfolio once a day, at any convenient time.
- Minimal time commitment --
signals in the Portfolio Manager are easy to see, so you know
exactly what to do.
- Invest in stocks, ETFs,
index funds, and sector funds.
- Recommendation list
volatility filter allows you to see recommendations by your
personal desired risk level: Aggressive, Moderate, or
Conservative.
- The Market Gauge tracks the
overall market, so you know the status of the market and when you should start positions.
- Tells you when to sell,
and also alerts you to your overall portfolio resistance
level.
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Calculates how many
shares you need to buy.
- Signals when your risk is
disproportionate and alerts you to adjust the size of your
position.
- Portfolio Manager columns can
sort positions by risk, position size, current return, and
more.
- Calculates your portfolio
value at resistance and support, as well as your overall
estimated portfolio gain at the exit points.
- Your sector diversification
is monitored, and you are alerted to any over-exposure.
- View your portfolio and the
current recommendations simultaneously.
- Your Portfolio Manager and
recommendation list are updated with the latest market
information every 20 minutes throughout the trading day.
- Monitors your cash level,
keeps a record of your trades, and much more
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Note: The
minimum amount of capital you need to properly
use the Portfolio Manager is $20,000. |
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Learn More
About GetFolio |
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