How we replicate a billionaire’s portfolio with as little as $100
Let’s assume you would like to invest $100 in technology stocks and you are bullish on Google, Facebook and Apple. Next, you go on a stock exchange where you plan to buy the shares. But you encounter a problem. Today, a Google share alone is $791, while the Facebook and Apple shares trade at $129 and $112 respectively. Since on a stock exchanges you can only trade whole shares, your $100 will not allow you to participate in Google, Apple or Facebook at all.
This is where we can help. Our technology allows us to buy fractional shares so every penny gets invested exactly where you want it — even when those stocks are higher than your minimum investment amount. Since iBillionaire investment accounts can start with $30, our clients’ positions will often be fractional and down to 1/10th points of a share. By buying fractional shares, we make sure every dollar is invested and diversified across the strategy of your choice.
With as little as $30 you essentially receive the same diversification as in a billionaire’s portfolio. Below you have an example from January 2016 of how $100 invested through our mobile app in Bill Ackman’s equity portfolio looks like.
The table shows Bill Ackman’s equity positions based on his public 13F filing and the fractional shares (Qty) we had to buy in order to replicate it with $100. We do not charge for these trades or rebalancing. We charge a fixed 0.9% annual fee for accounts over $1k and $1/month for accounts below $1k.
Historical performance is not a guarantee of future returns. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss. Not endorsed by, affiliated with, sponsored by, or fully reflective of the “billionaires” or their companies. The information contained on and used by our site and in our apps includes the names, brief biographical information, and references the companies of certain persons whom iBillionaire has identified from publicly available information as high net worth and financially sophisticated personal investors, most of whom are public figures. iBillionaire does not communicate with and is not supported or endorsed by or affiliated or associated with any of these individuals or their companies. To the extent these individuals use their names or the names of their companies as trademarks, such trademarks belong to their respective holders, and iBillionaire’s use of the same does not imply any affiliation with or endorsement by them. Information about the investments of the listed billionaires is limited to that which is publicly available in regulatory filings and may not provide a complete picture of each of their personal investment strategies. Daily and annual performance rates for the billionaires are calculated based on this limited information and will not accurately reflect each billionaire’s personal investment return. In addition, certain information is gleaned from filings made by companies substantially owned or controlled by one of the billionaires, which we have attributed to the billionaire personally.