📘Summary:
A step-by-step walkthrough on using the StockPilot Sizing Calculator to allocate your 19-position model portfolio. StockPilot’s 19-position model portfolio is built around a balanced approx. 50/50 allocation of Income ETFs and Growth Stocks. To help you size each position correctly, we provide a built-in Sizing Calculator.
StockPilot’s 19-position model portfolio is built around a balanced allocation of Income ETFs and Growth Stocks. To help you size each position correctly, we provide a built-in Sizing Calculator.
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NOTE: If you are a new subscriber, do not buy the existing 13 Growth positions on day one. Your first step is to purchase the current 6 Income positions only. After that, simply wait for your Daily After-Hours Alerts, which will guide you into each of the 13 Growth positions over time. Once all 19 positions are filled, you’ll be fully invested in a complete, balanced StockPilot portfolio.
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🔹1. Properly Size Positions when an Alert is Received
In the calculator:
Enter the current value of your StockPilot portfolio
Select either 4% for a Growth position, or 8% for an Income position
Enter the last closing price for the stock you are purchasing
The calculator then determines the number of shares for the proper position size
🔹2. Review Your Position Sizes
The system displays:
6 Income ETF positions (8% each)
13 Growth stock positions (4% each)
Review their current position size to determine that you have the correct number of shares.
🔹3. Place Trades in Your Brokerage Account
StockPilot is not a broker, so you’ll place trades in your preferred account:
Individual
IRA
401(k)
Trust
LLC
Any U.S. brokerage
🔹4. Revisit the Calculator Regularly
Use it again whenever:
You add new capital
You rebalance
Your portfolio drifts significantly
This keeps your model portfolio aligned with the StockPilot strategy.