Starting a Portfolio

To get started you will enter the same positions the model portfolio is holding and make each position replicate the current percent holding of the portfolio. For instance, if the model portfolio position #1 is equal to 16.67% of the portfolio value, then your position #1 should be 16.67% of the capital you’ve allocated to this strategy. Below you will find two tools that will make this very easy to figure out.

When you set up your GEMS Portfolio this way it will follow the performance of the model portfolio. Note, there will be some discrepancies in your performance vs. the model’s dues to slippage and commissions.

Below you will find the real-time model portfolio allocation, and the exact number of shares (for a sample $5000 portfolio) you need to buy at any given time in order for your portfolio to replicate the day to day performance of the model.

If you are trading a portfolio that is larger or smaller than $5,000 we have created a calculator as part of your “Trade Tracking Tool” which will allow you to enter your desired portfolio size, and be given your exact position sizes. You’ll find instructions to download your Trade Tracking Tool on this page.

Alternatively, you can determine the number of shares to buy by multiplying the recommended number of shares by the multiple of your portfolio size relative to the $5,000. For instance, if you are trading a $10,000 portfolio, you would take the recommended number of shares and multiply by two ($10,000 = $5,000 x 2). For a $20,000 portfolio you would take the recommended number of shares and multiply by four ($20,000 = $5,000 x 4). For a smaller portfolio, like $2500, you would take the shares and divide them in half ($2,500 = $5,000 / 2).

Since the trades are already in progress, your entry price will be different from the model and your stops or targets could be closer or further away than the original model position, but what is important is that your real-time portfolio performance should very closely replicate the published results.

When you start a new portfolio the important relationship is the value of each position as a percentage of the portfolio. This allows you to start a portfolio and follow the performance of the model regardless of where the trades are set up or what the recent market action has done.

At times, some of the portfolios might have a position in “cash” or have already reached multiple targets and have very little exposure to a position left. The real-time portfolio position sizing recommendations take these factors into consideration when showing the recommended share totals.

Once you have established your initial portfolio sizes and positions, you can continue to track the current positions and follow along with the stops, targets, and trade updates in the “Model Portfolio” section of the member area.

Below are the real-time calculations for starting a portfolio in any of the three models. Below this table you’ll find a more detailed explanation of how to use it.

Performance Disclosure:
The performance data on this website is past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate. An investor’s shares, when redeemed, may be worth more or less than their original cost; current performance may be lower or higher than the performance quoted here. For the most recent performance, please contact a representative here: https://marketgaugepro.com/contact/

ALL PORTFOLIO RETURNS ARE HYPOTHETICAL OR SIMULATED AND SHOULD NOT BE CONSIDERED PERFORMANCE REPORTING. No representation is made that your investments will achieve results similar to those shown, and actual performance results may differ materially from those shown. Returns portrayed in this report do not reflect actual trading and investment activities, but are hypothetical or simulated results of a hypothetical portfolio over the time period indicated and do not reflect the performance of actual accounts managed by your Adviser or any other person. The mutual funds and other components of the hypothetical portfolio(s) were selected with the full benefit of hindsight, after their performance during the time period was known. In general, hypothetical returns generally exceed the results of client portfolios actually managed by advisers due to several factors, including the fact that actual portfolio allocations differed from the allocations represented by the market indices used to create the hypothetical portfolios over the time periods shown, new research was applied at different times to the relevant indices, and index performance does not reflect the deduction of any fees and expenses. Results also assume that asset allocations would not have changed over time and in response to market conditions, which is likely to have occurred if an actual account had been managed during the time period shown.

MG Asset Management (“MGAM LLC”) is an investment adviser. Market Gauge Pro (“MG Pro”) is an affiliated company with similar management and ownership to MGAM LLC. “MG Pro” is a subscription service and is involved in the construction of investment strategies and portfolios for which it is paid a license fee. MG Pro offers these investment solutions to qualified financial professionals who wish to utilize signals and complete the trade execution for their clients. Views expressed by MGAM LLC are theirs alone and are not an offer to buy or sell, or solicitation of any offer to buy or sell investment products. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not a guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is not assurance that it will match or outperform any particular benchmarks. The contents of these reports shall not be relied upon in making investment decisions. Not all of the information presented is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness unless noted. A key risk is the volatility that comes with significant exposure to the stock and bond markets. Investors should be willing to tolerate potentially large fluctuations in portfolio value. Asset allocation and diversification do not assure a profit or protect against loss in declining market conditions. Past results are no guarantee of future performance. Please visit our website MGAMInvest.com or MarketGaugePro.com or call 505.603.1277 for additional information about our investment advisory services, or to request updated performance information, email us at info@MGAMInvest.com.