Sample Portfolio

Wednesday, 13-Dec-2017   9:27pm EST

  signal view aggressive conservative both
Portfolio
Performance
key
smartstops
updated 9:27pm EST
for use 14-Dec-2017
Symbol Last Change
Aggressive Signals
Conservative Signals
Alerts Actions
Risk State Elevated Trigger Normal Trigger Risk State Elevated Trigger Normal Trigger
AMZN $1,164.13
($0.95) (-0.08%)
Elevated $1,139.80 $1,213.40 Normal $1,086.90 --
GE $17.76
($0.15) (-0.84%)
Elevated $17.41 $20.75 Elevated $17.31 $20.75
GLD $119.17
$1.02 (0.86%)
Elevated $117.20 $123.35 Elevated $116.35 $123.35
GOOG $1,040.61
$0.13 (0.01%)
Elevated $1,005.25 $1,062.40 Normal $984.45 --
SPY $266.75
($0.03) (-0.01%)
Normal $261.65 -- Normal $261.60 --

Quotes delayed 20 minutes, refreshed every 5.

Account number ending in

How to use BrokerLink

Select your BrokerLink Order Requests (SmartStops published for use Thursday Dec 14, 2017)

key
EquitySymbolShares
Held
Shares
to Sell
Protective Order Type & Trigger Price
Status

Note:

Save & Submit your Order Requests to your Broker

Current orders placed by SmartStops with your Broker

EquitySymbolShares
to Sell
Selected
SmartStop
Trigger
Price
Order
Status
Stop
Date
Order
Date

Risk Management Benefit Opportunities

Conservative Signals

13-Dec-2012 through 13-Dec-2017

47 Number of elevated risk periods over the previous 5 years for the portfolio
5.6% Average pullback experienced during elevated risk periods
26.2%
Average percent of time equities were in the elevated risk state
Symbol Number of Elevated Risk Periods Average Pullback Experienced Largest Pullback Experienced Percent of Time in Elevated Risk State
AMZN 9 $30.54 6.2% $85.04 11.3% 21%
GE 9 $2.92 12.3% $10.66 37.9% 35%
GLD 10 $6.35 5.7% $15.33 12.5% 34%
GOOG 8 $20.44 3.3% $68.60 9.4% 17%
SPY 11 $6.13 3.2% $23.33 11.3% 24%
37.9%
The largest pullback experienced during the elevated risk periods
This equates to a $3,790 pull back on a $10,000 investment

Manage Your Portfolio

Protect Your Portfolio

To setup your SmartStops portfolio, please provide the information below.

Step 1: Enter the name of this portfolio, select your broker from the list, and enter the account number of the brokerage account you would like this portfolio to synchronize with.


Portfolio Name


Broker

 (optional)