Occasionally, Greg will request that you buy a ¼ of ½ of a “stake” in a certain position. All you’re doing is approaching the investment in stages. In these situations, if you wanted to invest a total amount of $500 towards X company and were told to buy a 50% or ½ stake, you would only invest $250 at that time. Later, Greg will issue another alert to buy the remaining ½ stake, which you have already set the funds aside for!

Why is this strategy employed? Well, if the stock temporarily depresses, it helps us get into the stocks at better prices than if we had done it all at once. Now, at times when the markets are flying upwards, Greg’s instructions will usually have you buying the entire stake at once.

 

You can find the latest version of a recommendation in the Notes column of the Portfolio.