Do I need to check ‘Copy open trades’?

Yes, this is very important. If you check ‘copy open trades’ you will invest into all of our current positions as well as new positions we take in the future. If you don’t check ‘copy open trades’, you will only invest in new positions we open after you copy. As this is a long-term portfolio and we don’t make many large adjustments to our long-term investments (which make up 80% of our portfolio), you will only take our future mid/short-term investments. This will mean your portfolio will have a very small long-term allocation and will therefore not be balanced.