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Managed Accounts

Step #1 -- Establish Your Portfolio
 

• The NorthStar StockCompass manages a complete portfolio of approximately 30 stocks. For additional information please see the strategy overview and a full description of newsletter service.
  
   
• Set-up your portfolio at a broker of your choice. For example, many of our U.S.-based subscribers report that they are very satisfied using Folio Investing, whose “Folio Unlimited Plan” easily accommodates their trading needs in the most cost-effective manner (currently $290/year). Subscribers located outside the U.S. should consider Interactive Brokers.
  
   
• Buy all stocks listed in the most recent issue of the NorthStar StockCompass allocating your portfolio capital based on the target weights  accompanying each stock. For example, if you are investing $30,000 and  the target weight for a recommended stock is 3%, you would buy $900 of  that stock ($30,000 * 3%/100 equals $900).
   

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