1 00:00:00,120 --> 00:00:00,620 Hi. 2 00:00:00,620 --> 00:00:04,609 In this video, we're going to show you how to create sample portfolios. 3 00:00:04,609 --> 00:00:07,980 We think these can add great value to your client meetings. 4 00:00:08,880 --> 00:00:12,120 There are a number of ways you can add  investments to a sample portfolio. 5 00:00:12,120 --> 00:00:16,152 One of the most popular ways is by selecting the  to ADD TO PORTFOLIO button 6 00:00:16,152 --> 00:00:19,322 within a comparison document like you can see here. 7 00:00:20,854 --> 00:00:22,592 If you want to learn more about creating comparison documents, 8 00:00:22,592 --> 00:00:26,734 we have a separate video focused on that. 9 00:00:28,140 --> 00:00:31,440 Another popular way users add  investments to a sample portfolio   10 00:00:31,440 --> 00:00:34,207 is via the main Fund FInder page. 11 00:00:34,207 --> 00:00:37,338 At this point, we’ve filtered the market down to a manageable list, 12 00:00:37,338 --> 00:00:39,300 which is also explained in another video. 13 00:00:40,980 --> 00:00:45,241 The next step is to select the investments we want  to add to the sample portfolio, 14 00:00:45,241 --> 00:00:51,148 and to do this you can select the checkboxes on the left-hand side of the investments you wish to compare. 15 00:00:52,980 --> 00:00:55,579 To select all funds, simply select  the checkbox on the left-hand side 16 00:00:55,579 --> 00:00:58,241 of the word “Offers” in the black row. 17 00:00:58,573 --> 00:01:02,916 This will select all of the funds in your list, and will make the items in the yellow row selectable. 18 00:01:04,740 --> 00:01:07,461 There a few actions you can choose from in this row, 19 00:01:07,461 --> 00:01:13,312 such as INVEST (which allows you to complete digital application forms into the selected investments), 20 00:01:13,312 --> 00:01:17,661 MONITOR (which keeps you updated on key changes to the selected investments), 21 00:01:17,661 --> 00:01:22,210 ADD TO PORTFOLIO (which adds the selected investments to a sample portfolio), 22 00:01:22,210 --> 00:01:26,700 and COMPARE FUNDS (which adds  the selected investments to a comparison doc). 23 00:01:29,400 --> 00:01:32,880 To remove any funds from your  comparison document (if, for example,   24 00:01:32,880 --> 00:01:36,900 you already know that they’re not suitable),  simply deselect the checkbox next to them. 25 00:01:41,520 --> 00:01:46,440 Select the ADD TO PORTFOLIO button and this will  bring up a pop-up that gives you the option to   26 00:01:46,440 --> 00:01:50,880 add these investments to an existing portfolio or to a new portfolio that you can name. 27 00:01:59,040 --> 00:02:02,760 The first thing you will want to do  is allocate investment amounts. 28 00:02:03,420 --> 00:02:07,380 To start off, you can apply the minimum  investment amount to each, you can add the  29 00:02:07,380 --> 00:02:11,299 same amount to each, or you can add different  amounts to each investment individually. 30 00:02:18,060 --> 00:02:23,100 Immediately you’ll be able to see an analysis  of the portfolio, including charge analysis, 31 00:02:23,100 --> 00:02:27,540 and a breakdown of the portfolio by offers,  managers, tax wrappers, and much more. 32 00:02:33,060 --> 00:02:38,220 When analysing unlisted Business Relief sample  portfolios, in our view the most interesting thing 33 00:02:38,220 --> 00:02:40,929 to consider is the sector breakdown here. 34 00:02:41,433 --> 00:02:43,419 Depending on the client circumstances, 35 00:02:43,419 --> 00:02:48,681 you can then tailor the subscription amounts  into each investment to get the sector allocation you need. 36 00:02:48,681 --> 00:02:52,082 Perfect for demonstrating  your research at client meetings. 37 00:02:52,757 --> 00:02:56,805 If you want to print the Portfolio, go to  Print at the top right of the screen. 38 00:02:59,100 --> 00:03:01,980 And finally, to access your  saved Portfolios at any time,   39 00:03:01,980 --> 00:03:05,625 simply go to My Portfolios,  found under My Research here. 40 00:03:07,080 --> 00:03:10,320 And that's it. Thanks for watching  - we’ll see you in the next video.