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#1
What Is a portFolio Anyway?
A portFolio is a way of buying/selling stocks that’s a whole lot smarter. They are the way of the future but available now. Folio Investing provides the epitome of investing vehicles. You get up to 50 securities in ONE portFolio!

First came buying stocks one at a time. This was a difficult, tedious and time-consuming effort for investors who wanted to create a diversified portfolio.

Then came mutual funds, which at least allowed investors to diversify to spread their risk. But they were also expensive, leaving investors with less of their own money because the fees and commissions were so high, the average is about 1.3%. Not smart.

To counteract high commissions, no-load funds were born. A definite step up. And then, index funds found favor, allowing investors to follow popular, well-respected index funds.

Then came exchange traded funds (ETFs). And, for many investors, this was a big step up from mutual funds, but still not as advanced as Folios.

And then, an ex-commissioner for the SEC, Steven Wallman, invented portFolios. Much smarter than mutual funds and ETFs, portFolios give investors leverage and control. Steve is our CEO, and he’s all about the individual investor.

So, a portFolio is a basket of securities (up to 50) that you can buy, sell and manage, all with the click of a mouse. That’s instant diversification. And you can also balance them as you choose. (Yes, you read that right, up to 50 in one portFolio.)

You can buy whole shares or even fractions. And, since you own the underlying securities with portFolios, you can sell your losers to offset capital gains. Now that’s smart. Try to do that with mutual funds!

You pay very LOW fees, with Folio Investing. Just a flat rate every month. We don’t nickel and dime you to death. In fact, you can own a portFolio, and trade as much as you need, for much less than the cost of a daily Starbucks latte. (One plan is only $19.95/mo.)

Now, compare that to mutual funds and you’ll see the savings. Compare that to ETFs for that matter. Folio Investing is just flat out smarter. It’s the future... but available now.

#2
Why Use portFolios?
Folio investing just makes sense. If you think about it, the reason for investing in the first place is to make your money grow to reach your individual financial goals. So, the question is, which investment vehicle will help me reach my financial goals faster, easier, and cost me the least amount in fees? Is that the biggest question you have?

The answer is portfolios from Folio Investing. And the reasons are pretty obvious, once you know what they are. Our investing approach is superior to mutual funds, no-load funds, index funds, ETFs or certainly buying stocks one at a time. So, we want you to know the differences so you can make a smart decision.

Reason #1: Stock Ownership.
When you buy securities in a portFolio, you actually OWN the underlying securities. Now, in a mutual fund, this is not the case. Only your fund manager decides when to exchange the fund. And, whether you bought into the fund at the beginning, middle or toward the end of the year, you still bear the tax burden for the entire year. Not smart.

When you own the securities in a portFolio, you decide when to sell your losers to offset your gains on the ones you hold. Very smart.

Reason #2: Diversification.
When you buy a portFolio, you can choose from over 5,500 securities, mutual funds or ETFs. And, you can also choose from over 100 Ready-to-Go portFolios. (These are grouped by industry.)

Remember, you can put up to 50 securities in ONE portFolio, so you can spread your risk across many companies; not just a few. In the Bull market of 1999, the S&P 500 index returned more than 20%. But, more than 25% of all stocks in the index lost more than 20% of their value.

So, if you invested most of your money in just a few of the declining stocks, this bull would have trampled you. However, had you invested in the broadly diversified S&P 500 index, the losing stocks would have less impact on your overall portfolio.

Reason #3: Cost Efficient.
Why pay more for an inferior product, when you can get a much better one for less? Since investing is all about YOUR money growing more and paying less in fees. We know you.ll be happy to know about our fees.

First of all, when you choose one of our investing plans, you only pay a flat monthly fee. And the fee is less than a daily Starbucks latte.

Consider our most economical plan of only $19.95 per month, with all the trades you’re likely to ever need. And you will have all the tools to manage/monitor your investments like a pro.

Now, we are not for day traders. It defeats the purpose portFolios from Folio Investing are strategies that accomplish long-term financial goals.

portFolios are the way of the future... available now.

#3
How To Use portFolios?
What if you no longer needed to trust someone else to manage your investments? What if there was a way to do it yourself, easily and confidently? Would you do it?

portFolios were created to allow you, the individual, self-directed investor to regain control over your own investing success. We know there’s no one you can trust more than yourself.

Once you decide on the securities you want to go into a portFolio, you’re in charge. Remember, you can choose from over 5,500 securities and from our Ready-to-Go portfolios (RTGs) as well.

Make your choices and put up to 50 securities, mutual funds or ETFs in one portFolio and you’re ready to go.

Here are some of the things you can do with Folio investing:

• Tailor your own risk level
• Buy and sell in dollar amounts, instead of shares (can include whole or fractionalshares)
• Automatic Buy/Sells (invest a specific amount in a portFolio each month, from amoney market fund or cash in your account)
• Equal weighting (use if you want to put the same amount of money across all stocks)
• Rebalance your portFolios quarterly
• Real stock ownership (because you actually own the underlying securities, you can sell losers to offset capital gains on the winners)
• Twice-daily window trades provide commission-free trades (use with all of our investment plans)
• Tax Lot Accounting (we keep track of when you buy/sell securities or reinvest dividends and let you know the exact shares that will give you the best tax treatment) This is huge!