Sample Portfolio

Sunday, 24-Mar-2019   10:37pm EST

Portfolio
Performance
key
smartstops
updated 10:37pm EST
for use 25-Mar-2019
Symbol Last Change
Aggressive Signals
Conservative Signals
Alerts Actions
Risk State Elevated Trigger Normal Trigger Risk State Elevated Trigger Normal Trigger
AMZN $1,764.77
$0.00 (0.00%)
Normal $1,707.65 -- Normal $1,536.35 --
GE $9.98
$0.00 (0.00%)
Elevated $8.97 $11.29 Normal $8.97 --
GLD $123.97
$0.00 (0.00%)
Elevated $122.75 $125.95 Elevated $122.05 $125.95
GOOG $1,205.50
$0.00 (0.00%)
Normal $1,162.05 -- Normal $1,083.85 --
SPY $279.25
$0.00 (0.00%)
Normal $275.25 -- Normal $269.10 --

Account number ending in

How to use BrokerLink

Select your BrokerLink Order Requests (SmartStops published for use Monday Mar 25, 2019)

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

24-Mar-2018 through 24-Mar-2019

10 Number of elevated risk periods over the previous 1 years for the portfolio
12.5% Average pullback experienced during elevated risk periods
45.4%
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 2 $253.75 19.1% $467.49 26.3% 40%
GE 2 $2.77 31.0% $3.49 34.4% 57%
GLD 3 $4.58 3.9% $11.28 9.2% 55%
GOOG 2 $92.21 9.2% $166.51 14.3% 22%
SPY 1 $54.26 23.2% $54.26 18.8% 69%
34.4%
The largest pullback experienced during the elevated risk periods
This equates to a $3,440 pull back on a $10,000 investment

Manage Your Portfolio

Set up your Portfolio Preferences

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)