Spa 3 investor us/income

Products SPA3 Investor
1

Hi team don’t want my tight rope too high above the ground so what would be the minimum acceptable starting capital for these portfolios please

2

Hi all had a search around and clearly the min for Investor is $20k and Income no minimum has been set I guess the answer for income would be if someone with access to the product did some scans with different starting values but I guess it may be the same value as for investor

3

Hi Ralph,
I quizzed Gary on this exact question just before he started the Spa3 Income public portfolio, and he said initially they were going to start with an injection of US$50k but decided that to be taking income out of it on a regular basis it needed to be a larger starting capital, so decided to make it it US$160k initial capital. So I took that as a suggestion, however he said if you wanted to use the Spa3 Income as a compounding satellite portfolio you could start with any amount really. Correct me if I am wrong Gary.
As far as Spa3 Investor with US Stocks I think that would be the same if you are using it as a compounding satellite portfolio.
Hope that helps, Regards

4

Thanks Kym makes sense I wanted to start small to test it then add more capital when comfortable not looking to use it for income at this stage

5

I was also planning to follow the Public portfolio but must have misunderstood the introduction video and hadn’t set aside enough $USD will watch again when I get a chance.
I have 5 x 15000USD positions and will add capital as I go, I am not intending to withdraw any income in the next couple of years.

6

Minimum starting portfolio size for both Income & Investor can be very small. Here are some determinant criteria:

  1. Ensure that each of the 5x simultaneously open positions don’t exceed 1% brokerage per transaction, as a rule of thumb.
    E.g. if your min brokerage per trade is $7 your min position size is $700. With 5 open positions the starting capital would be $3,500.

  2. “Acceptable” is relative based on available capital and absolute growth or income requirements. Calculate these and work backwards.

  3. A minimum portfolio size should also take into consideration costs that need to be covered. Such as: annual data fees, price paid for SPA3 Investor / Income, other 3rd party costs.

The starting capital used for the SPA3 Income Public Portfolio has been determined using:

  1. a reasonable starting capital based on total investible capital in other satellite strategies
  2. an assumed 25% annual return on capital to produce a supplemental income of around US$40,000 p.a. if trading for income
  3. if trading for growth, to double the portfolio in around 3.2 years or triple it in around 4.5 years to grow the starting capital to close to $500,000
7

Thanks Gary
was the figure in point three five hundred thousand ?

8

Based on the Public Portfolio Investment Plan the initial starting capital for SPA3 Income is $160,000 (USD).

The Investment Plan can be downloaded from the documents section on the home tab in Beyond Charts.

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9

Thanks Gary finally makes sense