What are CopyPortfolios?
CopyPortfolios is eToro's premium portfolio management product.
Investing in CopyPortfolios will automatically copy multiple markets based on a predetermined investment strategy.
Our U.S. clients have four CopyPortfolios to choose from:
- CryptoEqual which comprises leading large cap cryptocurrencies at equal allocation.
- CryptoPortfolio which focuses on cryptocurrencies with a market cap of over $1 billion.
- Crypto-currency which focuses on Bitcoin and Ethereum.
- TheTIE-LongOnly CopyPortfolio more information can be found here.
This new, thematic approach to investing is designed to help traders diversify their portfolios, minimize long-term risk, and take advantage of current market opportunities. Each CopyPortfolio is periodically re-balanced in order to get the most out of the thematic trading strategy upon which it is based.
It is important to note that each market under a CopyPortfolio is counted as a single trade and that each trade will open for you with the same proportional amount, as a percentage of your allocated funds.
What is the minimum amount required to invest in a CopyPortfolio?
CopyPortfolios operate like multiple traders, all working for you at the same time. As such, there are many underlying positions that are opened on your behalf. For that reason, the minimum amount needed to invest in TheTIE-LongOnly CopyPortfolio is $2,000 and the minimum for CryptoEqual, CryptoPortfolio, and the Crypto-currency CopyPortfolios is $5,000.
How can I remove funds?
It is not possible to remove a part of the investment. You would need to close the investment completely. You can close the investment by clicking the settings wheel to the right of the portfolio, and then clicking "Close Investment".
Can I close individual positions within the CopyPortfolio?
It is not possible to close individual positions within the CopyPortfolio. You would need to close the investment completely.
How can I realize my profits?
Profit/Loss is live and will be reflected in your equity as such. You can realize your profit by closing your investment. The funds will go into your available balance.
What factors do you take into account when re-balancing a CopyPortfolio?
Over time, the value of individual assets in a diversified portfolio moves up and down, drifting away from their target weights. The re-balancing mechanism closes and opens positions periodically, to keep the asset allocation ratio, and maintain the CopyPortfolio's strategy.
When is my CopyPortfolio re-balanced?
As the re-balancing period changes from one CopyPortfolio to another, you may visit your CopyPortfolio's page on eToro to know your CopyPortfolio's specific re-balancing frequency.
Are fees charged to close a CopyPortfolio?
As opposed to a traditional investment house, there are no management fees associated with investing in or closing CopyPortfolios. However, the underlying financial transactions initiated by a CopyPortfolio incur eToro’s spreads. Visit this page to view our pricing.
For more information about CopyPortfolios, click here.