June 10, 2024

Tutorial: Navigating the Overview Page

Note: Specific investments described herein do not represent all investment decisions made by Global Predictions. The reader should not assume that investment decisions identified and discussed were or will be profitable. Specific investment advice references provided herein are for illustrative purposes only and are not necessarily representative of investments that will be made in the future.

Here's a short tutorial to give you a glance at the Overview page, the first screen you see after you sign up or log in to your account. Very useful information to get your portfolio improvement process started.

Overview

We wanted to help individuals cut through the noise of markets, price changes, news, and everything else that's going on in the world. The Overview page is meant to be a very simple landing page for your portfolio management, to get oriented and then dive into trying to make your portfolio even better.

This includes your Portfolio Score, total net worth, recommendations, forecasted returns, expected portfolio performance, and exposures. This view helps visualize what has happened and what is likely to happen to your portfolio, and gives you a Quick Actions bar to navigate to the right places across the rest of the product.

The Overview page - central landing spot to see your entire portfolio

Portfolio Score

The Portfolio Score is a quick way to understand how your portfolio is doing. This score combines your personal investment preferences, risk & returns, and macro exposure as a guide for portfolio improvement. The three components of the Portfolio Score are:

Risk Match - Current portfolio risk compared to your preferred risk profile
Risk-adjusted Return - Expected performance over portfolio risk (calculated as the Sharpe Ratio)
Downside Protection - Protection against possible scenarios of extreme stress and other sources of uncertainty (i.e. tail risk)

Net Worth

Your Net Worth card shows your aggregated net worth across all securities & crypto accounts, real estate, private equity, and cash. Click "See net worth breakdown" to see this composition.

Forecasted Returns

Using the Global Predictions forecasting system, an estimate of 12 month returns for your entire portfolio are calculated. Read more about the forecasting system here. Click on "View portfolio details" to get details for each item and the model assumptions for each security.

Expected performance

This chart allows you to see your portfolio's historical performance, plus a projection of how the portfolio is expected to perform over the next 12 months. The blue shaded area represents the 1-sigma distribution of forecasted outcomes, and the metrics at the bottom are a snapshot of your returns, risk, and Sharpe Ratio (i.e. a metric indicating risk-adjusted returns).

Historical + forecasted portfolio performance

Quick Actions bar

Use the Quick Actions bar to access useful tools and views to improve your portfolio. Click the drop-down to switch between portfolio views, and use the icons as follows:

View - See in more detail what is in the currently selected portfolio

Optimize - Open the Portfolio Optimizer, an easy-to-use powerful tool to reweight your portfolio to optimize your risk-adjusted returns

Copy - Click to copy your current portfolio view into a draft portfolio so that you can add recommendations, remove low performers, and adjust your weights to create a better portfolio

Get Order - creates an "Order Execution List", a list of trades to execute in order to bring your current portfolio up to date with your selected draft portfolio

Quick Actions bar for easy access to tools and views to improve your portfolio

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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
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2. As of July 14, 2024
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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. See globalpredictions.com/disclosures for descriptions of conflicts of interest, use of AI, bias, and any other disclosures for Global Predictions Inc.