How do the portfolio templates help me?

In order to convert your market insight and stock picking skill into a winning portfolio, you will need to build a portfolio that is as concentrated as possible given the DIYSE minimum diversification requirements. After you tell us your top 3 stock picks, we help you build out the rest of your portfolio in a way that maximizes the concentration of your portfolio given your initial choices.

If your first 3 picks are all listed on the DIYSE 600, we offer you a menu of templates pre-populated with very concentrated stock allocations (including one with 90% of the entire portfolio allocated to your top 3 choices), but limit your remaining selections to only DIYSE 600-listed securities. The pre-populated DIYSE 600 percentage allocation templates include:

  • 30%, 30%, 30%, 5%, 1%, 1%, 1%, 1%, 1%

  • 25%, 20%, 20%, 20%, 11%, 1%, 1%, 1%, 1%

If one or more of your top 3 picks is not on the DIYSE 600, we offer you a menu of allocation templates that permit the highest concentrations possible (i.e. allocation to your top 5 picks cannot exceed 60%), while still letting you select your remaining picks from the entire DIYSE 5000 universe. The prepopulated DIYSE 5000 percentage allocation templates include:

  • 30%, 12%, 6%, 6%, 6%, 6%, 6%, 6%, 6%, 6%, 6%, 4%

  • 10%, 10%, 10%, 10%, 10%, 10%, 10%, 10%, 10%, 10%

  • 30%, 27% and 43 stocks at 1%