AP: Master Global Growth, Protection, & Income™ (AP: Master Global GPI™)
Our primary model portfolio is labeled “AP: Master Global Growth, Protection, & Income™ (AP: Master Global GPI™).” Its structure is essentially setup as a ‘model of models.’ Secondary models (that make up the primary portfolio model) are individually designed to target specific investment strategies. You can view each model portfolio in more detail above.
The portfolio allocation below should provide you with a better idea of how we are positioned throughout the investable market. While our secondary models display specific investments as holdings, our AP: Master Global GPI™ portfolio gives you a 30,000 foot view of our positioning. You can view how we are positioned by geography, asset class, and security type. This may be helpful if you want to be broadly aligned with Investmos™ but might choose different securities to hold within your own personal investment portfolio.
TIPS FOR FOLLOWING OUR MODEL INVESTMENT PORTFOLIOS
Is this your first time using our service?
If this is your first time constructing an investment portfolio around one of our models, we are most likely already invested in a number of positions. When we enter a position, we are intentionally purchasing that particular investment on that day, at that time, and, most importantly, at that price to accumulate a specific amount of shares in the security. Therefore, if you were to view existing positions in our portfolios and decide to acquire those positions, you may pay a higher share price and consequently assume less shares.
Second, if you are seeking to enter a position at a higher share price than we did, your downside risk may be increased and your upside return potential may be reduced.
Lastly, whenever we enter a position, we have an exit strategy in mind. If you view our models and decide to take on positions, you may be entering one that we are about to exit. This could be because we achieved the appreciation that we sought out in the investment when we acquired it. However, it could also be because we miscalculated the direction of the investment and changed our outlook for its upside potential as it surpassed our loss tolerance zone.
For the reasons stated above, it might make sense to wait until we acquire new positions in a portfolio before putting capital to work. For the positions that already exist in our model investment portfolios, you will want to reference the Buy/Hold section at the bottom of each portfolio page. There you will find a list of positions in the “Buy” column that can still be entered. Any positions listed in the “Hold” column may exist in our portfolios, but we are not suggesting that new subscribers should enter those positions. Those positions were reserved for subscribers who entered them when we did, or while they were still listed in the “Buy” column.
How do I know when to enter or exit a position?
There are two ways to uncover when we execute a buy or sell order in one of our model investment portfolios. The first method is to log into the Investport™ subscriber portal (where you are now) and navigate to the portfolio of your choice. Next, scroll all the way down to the Transaction Data section and view what trades we placed, on which dates and times, at what share price, and the number of shares acquired. Since your portfolio may be investing in different dollar amounts, simply view the Percentage Equivalent column (furthest column to the right) to know what percentage of your portfolio you should be investing in a particular holding to accurately track our models.
The second method is to check for Trade Notification emails that we will send to your inbox whenever we place a trade or series of trades in one or more of our model investment portfolios.