How is my portfolio mix constructed once I choose the portfolios in which I want to invest?

The weight of each portfolio in your mix is rounded down to two decimal places. The aggregate weighting of your portfolio mix should always add up to 100%. If, due to rounding, your portfolio mix does not automatically add up to 100%, we add the remainder in to the largest weighted portfolio. In the event that there are multiple portfolio weights that are the largest, we will add it to the first active portfolio for the investor, in this order:

1. Green Tech

2. Renewable Energy

3. Zero Waste

4. Clean Water

5. Healthy Living

6. Disease Eradication

For example, if you choose to invest in all of the portfolios, your portfolio mix would initially read as the follows (100/6= 16.66666666666667):

Green Tech = 16.66%

Renewable Energy = 16.66%

Zero Waste = 16.66%

Clean Water = 16.66%

Healthy Living = 16.66%

Disease Eradication = 16.66%

Total portfolio mix = 99.96%

To ensure that your portfolio mix is fully allocated, we will add the remaining 0.04% to your Green Tech portfolio. Your resulting portfolio mix will be as follows:

Green Tech = 16.70%

Renewable Energy = 16.66%

Zero Waste = 16.66%

Clean Water = 16.66%

Healthy Living = 16.66%

Disease Eradication = 16.66%

Total portfolio mix = 100%

When calculating buy and sell orders from your portfolios, we also calculate to the penny(i.e. two decimal places). Similar to the way that we calculate the weighting of each portfolio in your mix upon account opening, numbers are all rounded down and the remainder is added to the portfolio with the then current largest weight. If there is a tie for largest weighted portfolio, the remainder is added to the first active portfolio for the investor, using the ordering of portfolios above. 

 

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