Is Management crucial?

While navigating your way around the DXSystem, you may find yourself lost in the overall size and complexity of the services on offer. With the list of features and services growing by the day and by the week it can be hard to keep up. While learning the DXSystem, no other area is more important to manage correctly than your DXPortfolio.

The DXPortfolios are built on a platform that has been designed and constructed over several years and has been carefully planned and implemented for long-term future growth. The DXPortfolios form a major part of any DXUsers interaction with the DXSystem and above all, if a DXPortfolio is not managed correctly it can lose its potential and growth.

This guide is written to give you an insight to good management of your DXPortfolio and hopefully give you the working knowledge you need to have to keep a healthy DXPortfolio.

Funding And Initial Growth

When initially creating and beginning your DXPortfolio you should set in your mind some goals and targets that you would like to keep while operating and expanding your DXPortfolios capabilities. Things such as the overall size that you would like to have in your TDV should be a consideration. Other items like your OA Fees and the potential value that these may be at higher TDV's, need to be a factor considered when growing a DXPortfolio.

Funding of your DXPortfolio is done by way of transferring funds from the Incoming Balance of your DXAccount(s) into your Reserve Balance. You can get funds in your Incoming Balance by simply InXchanging from an outside source (i.e. e-service or bank). When initially adding funds to your Reserve Balance, be sure to keep some value in your Incoming Balance to pay for your OA Fees as this is the best possible method for your OA fee payments.

When it comes to growing your DXPortfolio, you may consider a strategy to your buying actions. Will I buy from the DigotScreen or the Trading House? What locations or destination symbols will I buy in? These choices will (generally in a small way) affect the way in which your DXPortfolio grows and performs. Though there is NO right and wrong way to grow your DXPortfolio you should always choose a method that works best for you.

OA (OrtoMatic Activation) Fee Payments

To keep your DXPortfolio operating in DXDebit and actively receiving EOS (End Of Session) Price Increases and EOS Credits you need to keep your DXPortfolio in Discounted OA (OrtoMatic Activation). If the OA fee is paid from an internal balance (Available Balance, Reserve Balance and the DXDebit Available) this will be deemed as Standard OA and the EOS Price Increase value will also be added to the Credit Line.

When initially creating your DXPortfolio you automatically start on Discounted OA for your first OA Series (30 Session/Days).

Following your first OA Series you will need to re-apply for OA in order to remain active. Generally this is done automatically at then conclusion of your last OA Session. If you have disabled automatic re-application in your DXPortfolio Settings you can re-apply by clicking on the re-application link from the Activation Status page.

When your OA Fee is charged (in EOS) this fee can be charged from one of four sources. These include your Incoming Balance of a nominated DXAccount, Available Balance of a nominated DXAccount, Reserve Balance of your DXPortfolio and the DXDebit Available Balance of your DXPortfolio. All but the Incoming Balance options are charged using the 'Standard' OA Fee rate, whereas the Incoming Balance uses the 'Discounted' OA Fee rate.

Overall, paying your OA Fee from your Incoming Balance is the best possible method. DXPortfolios on Discounted OA and will receive all relevant values and credits during the EOS. Any OA fee paid from an internal balance will be deemed as OA Standard and will have all EOS Price Increases added to the TDV and Credit Line. EOS Credits will still continue to be added to the Reserve Balance, OA and OADXD Admin Fees will continue to be added to the Credit Line and Currency Exchange adjustments will still apply.

The OA fee when paid from the Incoming Balance has been historically lower than the 30 day earnings therefore the portfolio should always be able to remain active on OA. The amount of the earnings depends on the portfolio's strategy, on when to withdraw, buy additional Digots and reduce balances.

You have the option to set up to 5 different sources for your OA Fee payment in your DXPortfolio Settings. To view a detailed breakdown of your OA Fee rates and values please see the Activation Status page.

Increasing Value / Buying More Digots

As time goes by, you will most likely want to grow the Total Digot Value of your DXPortfolio in order to increase your available DXDebit. This can be done by simply purchasing more Digots, while keeping in mind the strategies and guidelines discussed above.

However, you should note the continued buying of Digots is not necessary in your DXPortfolio and continued buying each session will not allow your DXPortfolio to grow to the extent to show a profit. As you make a Digot Buy the associated Buyers Fee and Premium value is added to the Credit Line which in turn decreases your profit from your DXPortfolio. This decrease is eventually overcome by the returns generated by EOS and all Digots will continue in their growth as time goes by.

Currency Adjustment / Fluctuation

During each EOS all DXPortfolios will incur some form of currency adjustment. This adjustment will generally only affect DXPortfolios in a small way and should your currency adjustment be a negative value, do not worry, because following in true stead of an economy it will recover over time.

The flip side to this adjustment is that for some sessions your gains may be greater as a result of currency adjustment. Overall the currency adjustment shouldn't be a concerning factor as this only is a very small variation in the operation of your DXPortfolio.

Continued Good Balance Management