Sample Portfolio

Wednesday, 29-Mar-2017   7:09am EST

  signal view aggressive conservative both
Portfolio
Performance
key
smartstops
updated 7:09am EST
for use 29-Mar-2017
Symbol Last Change
Aggressive Signals
Conservative Signals
Alerts Actions
Risk State Elevated Trigger Normal Trigger Risk State Elevated Trigger Normal Trigger
AMZN $856.00
$0.00 (0.00%)
Normal $839.70 -- Normal $821.55 --
GE $29.62
$0.00 (0.00%)
Elevated $28.98 $30.43 Elevated $28.72 $30.43
GLD $119.04
$0.00 (0.00%)
Elevated $116.55 $120.40 Normal $114.05 --
GOOG $820.92
$0.00 (0.00%)
Elevated $811.60 $853.50 Elevated $792.70 $853.50
SPY $235.32
$0.00 (0.00%)
Elevated $231.75 $240.30 Elevated $229.75 $240.30

Quotes delayed 20 minutes, refreshed every 5.

Account number ending in

How to use BrokerLink

Select your BrokerLink Order Requests (SmartStops published for use Wednesday Mar 29, 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

Aggressive Signals

29-Mar-2012 through 29-Mar-2017

104 Number of elevated risk periods over the previous 5 years for the portfolio
5.7% Average pullback experienced during elevated risk periods
51.1%
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 23 $30.32 8.0% $171.08 26.5% 43%
GE 19 $1.68 6.9% $7.36 27.5% 50%
GLD 18 $8.95 7.8% $52.39 31.4% 72%
GOOG 22 $29.78 5.6% $85.29 14.5% 50%
SPY 22 $6.45 3.6% $23.89 11.7% 43%
31.4%
The largest pullback experienced during the elevated risk periods
This equates to a $3,140 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)