Managed Portfolio Allocation

A transparent, percentage-based model portfolio strategy — scaled to your allocated capital.

What this is

ESEN Global Invest provides access to a professionally managed model portfolio. You allocate a portion of your capital, and portfolio changes are applied proportionally to that allocation.

How it works

  • You choose an allocation: decide what portion of your capital to allocate to the strategy.
  • We manage the portfolio by percentages: increases/decreases are expressed as portfolio allocation changes.
  • Mirrored proportionally: all portfolio changes are mirrored proportionally to your allocated capital.

Simple example

If your total account is $100,000 and you allocate 30% to the strategy, your allocated capital is $30,000.

If the model portfolio increases a position by +3%, your account applies the same change to your allocated capital:

$30,000 × 3% = $900 applied to that position.
Important: changes apply only to your allocated portion — not your entire account.

What you can / can’t do

  • You can: choose how much capital to allocate and stop/change your allocation anytime.
  • You can’t: pick individual stocks, change risk per trade, or manually override allocation decisions.

Why this model

  • Institutional-style clarity: a single model portfolio, managed by allocation.
  • Comparable performance: everyone follows the same percentage changes; results are transparent.
  • No “signals” marketing: this is portfolio allocation access, not trade-by-trade calls.

Important notes

Past performance does not guarantee future results. This platform is for educational and informational purposes only and does not constitute financial advice. No guarantees are made regarding returns.