Proper allocation is crucial to effective investing. Allocation is another great way to hedge yourself, determine risk levels, and make sure you are following your risk tolerance. Each one of our portfolios has a specific allocation for each position size. We recommend understanding allocation levels for each portfolio and how they apply to your own portfolio sizing. Below are the details on allocations for each portfolio we run. A 100% position is the largest allocation for a position. When we send alerts, we specify % of allocation we will use in a position as well total position size.
The Dividend Growth Portfolio
Allocation Information
- Portfolio is $100,000 in size.
- 100% position size is $8000.
- 1-2 positions opened per month.
The Dollar and Sense Portfolio
Allocation Information
- Portfolio is $10,000 in size.
- 100% position size is $2000.
- 6-8 positions opened per month.
The Earnings Alpha Portfolio
Allocation Information
- Portfolio is $10,000 in size.
- 100% position size is $1500 in options and $4000 in equity.
- 12-16 positions opened per month.
The Extended Value Portfolio
Allocation Information
- Portfolio is $50,000 in size.
- 100% position size is $2000.
- 8-10 positions opened per month.
The Goldman Sachs Portfolio
Allocation Information
- Portfolio is $10,000 in size.
- 100% position size is $2000 in equity and $1000 in options.
- 6-10 positions opened per month.
The Option Spread Portfolio
Allocation Information
- Portfolio is $10,000 in size.
- 100% position size is $2000.
- 6-8 positions opened per month.
The Options Portfolio
Allocation Information
- Portfolio is $16,000 in size.
- 100% position size is $2000 in options.
- 12-16 positions opened per month.
The Equity Alpha Portfolio
Allocation Information
- Portfolio is $32,000 in size.
- 100% position size is $8000 in equity.
- 20-25 positions opened per month.
The Xpert Stock Portfolio
Allocation Information
- Portfolio is $25,000 in size.
- Average position size is $2000.
- 6-8 positions opened at a time.
If you have any questions about allocation, email us at contact@theoxengroup.com
