Well, Bill initially started with assisting us with getting into an investment property. He then strongly encouraged us to start looking at the share market and then looking at options. read morePaul & Karen Bousfield
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Mastering Wealth Trade Allocations Guide
Recommended Allocation of Funds
It is important to realize that money management is a vital component to the success of your
portfolio.
| MW Market Report Service |
Recommended Trade Allocation |
| MW Collar Series |
Max 20% allocation set at a specific dollar amount per trade
E.g: $8,000 on a $20,000 Account if 1:1 Margining
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| MW Covered Call Series |
Max 20% allocation set at a specific dollar amount per trade
E.g: $8,000 on a $20,000 Account if 1:1 Margining
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| MW Spread Series |
Max 10% allocation set at a specific dollar amount per trade
E.g: $2,000 on a $20,000 Account
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| MW Combination Series |
Max 10% allocation set at a specific dollar amount per trade.E.g.: $2,000 on a $20,000 Account |
| MW Directional Series |
Max 10% allocation set at a specific dollar amount per trade
E.g: $2,000 on a $20,000 Account
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Trade Allocation Tips
- Care should be taken to ensure that you select the correct allocations.
- As your Account value fluctuates due to deposits, withdrawals, profits and losses you should check your Trade Allocations regularly to ensure they are correct.
- We suggest that when you receive a Trade Alert that you make this your reminder to check your Account to ensure your Trade Allocations are still suitable to your account value.
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