June 21, 2024

Tutorial: Asset Groups

Note: Specific investments described herein do not represent investment decisions made by Global Predictions. Specific securities or forecasts referenced or displayed in graphics provided herein are for illustrative purposes only.

Discover how to effectively use the Asset Grouping functionality in PortfolioPilot with this easy-to-follow guide. Asset grouping allows you to organize groups of investments you want to manage with different investment strategies into distinct categories, each with its own risk profile.

Note, we believe that the best practice for managing your portfolio is altogether as one “Net Worth Portfolio”, allowing you to optimize globally and think about risk holistically. That being said, we know that each person’s situation is unique and have added this Asset Grouping functionality by popular demand.

Turn on Asset Groups

By default, your view is Net Worth Portfolio and the Asset Groups feature is turned off. Under Settings -> Preferences you can turn on the Asset Group functionality by changing your “portfolio management approach”. To start with, you will have two groups created - one group will all of your portfolios, and another group that is empty for you to add to.

Create an Asset Group

Customize the properties of your securities to better reflect your perspective, fix a specific issue, or fill in missing data.

In the Net Worth page, navigate to the Groups tab
Press “Create new group”
Assign group name and risk preference
Drag and drop relevant portfolios into the group

Switch Views

Toggle between your Net Worth Portfolio, Asset Groups, individual accounts, and Draft Portfolio views and analyses at the top of the left side menu.

Other Notes

Each new portfolio added will be assigned to the first asset group
Any changes you make in the Groups tab don’t impact your connected account (i.e. you are free to delete a group without issue)
Non-security net worth items cannot be added to asset groups (yet)

By using the Asset Grouping feature, you can create a more nuanced and personalized approach to managing your investments. This allows you to align each segment of your portfolio with specific financial objectives, ensuring a tailored and effective investment strategy.

How optimized is your portfolio?

PortfolioPilot is used by over 22,000 individuals in the US & Canada to analyze their portfolios of over $20 billion¹. Discover your portfolio score now:

1: As of July 14, 2024

Global Predictions provides investment advice only through its internet-based application, PortfolioPilot, and only to individuals who are advisory clients of Global Predictions pursuant to written advisory Client Agreements ("Advisory Services"). The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including globalpredictions.com and portions of portfoliopilot.com) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training. Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.

The contents of the Platform may contain forward-looking statements that are based on management's beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, or Global Predictions itself. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.

Note: our use of the term AI refers to all artificial intelligence models used including large language models, proprietary economic models that incorporate regression or dynamic factors, and machine learning methods like supervised learning.

1. As of July 14, 2024
‍
2. As of July 14, 2024
‍
3. $20B Assets on Platform as of July 14, 2024. Aggregated across all plans (including the free plan). Assets on Platform represent the total value of connected and manually inputted accounts (including assets like real estate and private equity) and does not in any way represent Asset Under Management as Global Predictions does not manage any client funds.

4. Global Predictions Secures a Winning Spot in Internacional M6 Financial Forecasting Competition

5. Comparison made to an individual with $1M AUM, paying an "average wealth manager fee" of 1.02% based on a 2023 study by AdvisoryHQ. 1.02% * 1M = $10,200 per annum. PortfolioPilot Gold pricing is $29/mo * 12mo = $348 per annum. 348/10,200 – 1 = ~97% lower. Actual fees paid to any individual financial advisor will depend on specific financial circumstances and arrangements.

7. The 1.94% referenced figure represents the average calculated monthly continuous tax-loss harvesting gain over a 4-year period from 2018-2021 in the 2024-published JP Morgan report titled "Continuous tax-loss harvesting yields more potential for tax savings" (link).

8. Case studies presented are hypothetical scenarios and intended for illustrative purposes only. They do not represent an actual client, investment or experience, but rather are meant to provide an example of the intended investment process and methodology. An individual's experience may vary based on his or her circumstances. There can be no assurance that the Firm will be able to achieve similar results in comparable situations. No portion of this case study is to be interpreted as a testimonial or endorsement of the Firm's investment advisory services. The information contained herein should not be construed as personal investment advice.

9. The financial advisor described in this marketing language is referring to you, the reader. PortfolioPilot is meant to be an aid to the self-directed investor. "Complete financial advice" refers to the fact that PortfolioPilot includes estate planning, tax optimization, net worth visualization, and scenario modeling, not just investment recommendations. See globalpredictions.com/disclosures for descriptions of conflicts of interest, use of AI, bias, and any other disclosures for Global Predictions Inc.