Sample Portfolio

Saturday, 18-Aug-2018   4:19pm EST

Portfolio
Performance
key
smartstops
updated 4:19pm EST
for use 20-Aug-2018
Symbol Last Change
Aggressive Signals
Conservative Signals
Alerts Actions
Risk State Elevated Trigger Normal Trigger Risk State Elevated Trigger Normal Trigger
AMZN $1,882.22
$0.00 (0.00%)
Normal $1,802.70 -- Normal $1,801.85 --
GE $12.30
$0.00 (0.00%)
Elevated $12.12 $14.29 Elevated $11.82 $14.29
GLD $112.13
$0.00 (0.00%)
Elevated $110.55 $119.75 Elevated $109.80 $119.75
GOOG $1,200.96
$0.00 (0.00%)
Normal $1,175.35 -- Normal $1,156.50 --
SPY $285.06
$0.00 (0.00%)
Normal $280.65 -- Normal $275.20 --

Quotes delayed 20 minutes, refreshed every 5.

Account number ending in

How to use BrokerLink

Select your BrokerLink Order Requests (SmartStops published for use Monday Aug 20, 2018)

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

18-Aug-2013 through 18-Aug-2018

109 Number of elevated risk periods over the previous 5 years for the portfolio
6.0% Average pullback experienced during elevated risk periods
53.4%
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 22 $52.09 7.3% $170.63 26.5% 43%
GE 17 $2.76 11.7% $12.45 41.9% 66%
GLD 25 $5.30 4.7% $16.12 13.1% 66%
GOOG 23 $40.17 5.6% $145.24 14.5% 52%
SPY 22 $6.99 3.3% $25.14 11.7% 40%
41.9%
The largest pullback experienced during the elevated risk periods
This equates to a $4,190 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)