Trading
The program runs every day, then summarizes the signals and sends the trades out Saturday morning. This gives you time to research and evaluate whether you want to follow the suggestions that PortfolioCoach gave you. You should trade in your brokerage account on the first trading day of the week. If you were to follow each and every one of our recommended trades your returns should closely mirror those of the online portfolio.
Optimize Performance
The models are built not only to optimize your returns but to provide a relatively simple trading process. Our idea is to give you high performance without the need to spend hours upon hours doing research. We want to give you back the hours to spend with family or yourself.
Initial Allocation
Determine the portfolio or portfolios you want to mimic. Then determine the amount of money you want in this strategy. Once that has been determined then you can proceed. You should buy each stock with a 10% allocation. For example, if there are 8 stocks currently in your model you will be 80% invested with 20% in cash.
Allocation Exception
The models are built with a high level of confidence. Because of this, it means we need to have more than 10 stocks on the team (we actually have 14-15). So if your model has more than 10 stocks your allocation should be 100% divided by the number of holdings. For example, with 12 stocks your allocation would be 8.3%
Weekly Trades
You will get your trades as early as Saturday morning either by logging in or getting a text and/or email if you are Gold or Platinum. You then have the weekend to research if you want to determine which of the trades you want to execute. Then on the first trading day execute and rebalance if necessary.
These portfolios have consistently outperformed the overall market by a wide margin since their inception in January 2007 by using the RAAMPS trademarked risk-averse actively managed portfolio strategy described above. This strategy uses a highly technical sophisticated quantitative algorithmic trading program that looks to be risk-averse by actively managing portfolios. It evaluates momentum and looks to sell out of a particular stock as it corrects and rebuy into that stock as it bottoma out and begins to rise.
