Question 1

What is the Model Portfolio Subscription Service?

Accepted Answer

The Model Portfolio Subscription Service gives investors access to three professional-grade investing strategies through a simple monthly subscription. Delivered via a secure online portal, it provides a streamlined way to follow 25 years back-tested strategies without having to research every stock on the ASX yourself.

Question 2

What investing strategies are available?

Accepted Answer

There are three investing strategies available 1. Growth, which aims to capture early-stage growth from S&P All Ordinaries stocks outside the ASX 200, while using disciplined risk management to limit losses in volatile markets. 2. Balanced, which invests in S&P/ASX 200 companies with strong price momentum, using a quantitative approach and dynamic risk controls to target superior risk-adjusted returns over the market cycle. 3. Income, which targets consistent income and growth from high-yield S&P/ASX 200 stocks, using fundamental and technical filters to aim for an average yield above 4% annually.  You can choose to subscribe to any of these or all of them.

Question 3

Have these portfolios been tested across real market ups and downs?

Accepted Answer

Each portfolio is backed by 25 years’ historically back-tested performance and have been shown to deliver strong annualised returns and effective risk management through different economic climates.

Question 4

What do I get with the service?

Accepted Answer

Everything you need to invest like a pro including. Access to an online portal where you can access detailed strategy guides, portfolio breakdowns, and performance insights. Receive weekly buy and sell trade alerts A full list of closed trades so you can review historical trades to understand strategy execution and outcomes. Performance Metrics that enables you to track weekly portfolio performance to make informed decisions.

Question 5

How much does the subscription cost?

Accepted Answer

The subscription is $110 per month when paid annually (12-month commitment), or $125 per month on a month-to-month basis.

Question 6

What do I get if I open an investing account with Ausbiz Capital?

Accepted Answer

Account holders receive the complete model portfolio service at no cost, can place their trades through us, and gain access to our trading services, IPOs, placements and pre-IPO opportunities as they arise. Eligibility criteria apply to some opportunities.

Question 7

How do I subscribe to the service?

Accepted Answer

To subscribe, visit https://ausbizcapital.com.au/investments/model-portfolios/ausbiz-capital-momentum-portfolios and select "Start Free Trial" and complete the form, choosing the portfolio you are interested in and want to receive alerts for. You will then have instant access to the online portal and can view and follow any of the three portfolios free for one month. After your free month you can choose to subscribe either annually or on a month-to-month basis.

Question 8

How do I access the model portfolios?

Accepted Answer

To access the portfolios, go to ausbizcapital.com.au and in the top right hand corner select log in and then select model portfolios. You can log in either through your Google or Microsoft credentials or alternatively you can create your own log in account with your preferred username and password. Once logged in you can view the model portfolios at https://ausbizcapital.com.au/models-portfolio.

Question 9

How do I choose the portfolio I want to receive alerts for?

Accepted Answer

When you initially sign up for the service you will have selected the portfolio you are interested in and will automatically be signed up to receive alerts for that portfolio. To receive alerts for the other two portfolios go to https://ausbizcapital.com.au/models-portfolio and you can select to receive alerts by email or text

Question 10

How do I get started?

Accepted Answer

Once you have chosen the portfolio you want to follow and receive alerts for. Go to the portfolio section of your chosen portfolio and scroll down the page to see the list of stocks in the portfolio. Then buy every stock in the chosen portfolio evenly (e.g., if 20 stocks and $200k to invest, allocate $10k per stock), through your own broker or through your Ausbiz Capital account.

Question 11

When are the portfolios updated?

Accepted Answer

The portfolios are reviewed and updated each Monday at 9am, if there are any changes to the portfolio a buy/sell alert will be sent to you via your preferred comms channel. If there is a change to the portfolio and you receive a buy/sell alert, Execute at the opening price on that Monday morning; if the market is closed on that Monday, execute on the next trading day.

Question 12

When will the buy sell alerts be sent?

Accepted Answer

If you opt to receive alerts, they will be sent by 9:30am on any given Monday.

Question 13

How can I see all the current and previous buy sell trade alerts?

Accepted Answer

For each portfolio you can view the current and all of the executed buy sell trade alerts at https://ausbizcapital.com.au/models-portfolio and select the Buy and Sell Alerts tab.

Question 14

How can I see the portfolios closed trades?

Accepted Answer

For each portfolio you can view all of the closed trades athttps://ausbizcapital.com.au/models-portfolio and select the Closed Trades tab.

Question 15

How can I monitor the performance of the portfolios?

Accepted Answer

Monthly performance data of any portfolio can be tracked in the performance section of the portfolio porta. However, please note actual performance generated may differ slightly due to your execution price and your brokerage rate.

Question 16

Can I trade via the portfolio portal?

Accepted Answer

The portal itself is information only. To place trades, you can use your own broker, or open an investing account with Ausbiz Capital and place your trades through us.

Question 17

Does the subscription service provide personal financial advice?

Accepted Answer

No, we do not provide personal advice, our advice is general and may not be right for you. Please consider if the advice is right for your personal situation and seek personal advice from a financial adviser on strategy appropriateness.

Question 18

Does the portfolio provide live pricing?

Accepted Answer

No, stock price data is updated every Monday; the data in the subscription portal is not to be used for live pricing in trades.

Question 19

How do I unsubscribe?

Accepted Answer

To cancel, please click this link and follow the instructions: https://lp.ausbizcapital.com.au/cancel-subscription. You’ll receive a confirmation email once completed. You will also find a link to cancel on your latest subscription or payment receipt email.

Ausbiz Capital `Model Portfolios`

Frequently Asked Questions (FAQ) About the Ausbiz Capital Model Portfolios