The IPO participation rating has increased to 4/5 and high allocation

Andreas Wolfsbein
2 min readNov 23, 2021

I applied for the IPOs of Blend Lab and Sight Sciences for $2900 each and I received more shares in those offerings than before. Why? The thing is, my client rating grew to 4/5, but with both this and my allocation.

Let me remind you that I had a 3/5 rating in June. Since then I have been consistently participating in all IPOs (except Rapid Micro Biosystems and CS Disco), and now the system has recalculated my rating. The criteria for increasing the rating was that I had FRHC shares (updated 3 months after purchase). It went from 1 to 5 and this increased the overall rating.

Let me remind you that I started investing in IPOs in April 2021. The first thing I did was to deposit €10,000 into my brokerage account and build a diversified portfolio. Like all new clients of Freedom Finance I started with a 1/5 rating and at first I received one or two shares at each IPO. About 2 weeks after my first trades, my overall client rating increased to 2/5. After another 2 months the figure changed to 3/5, and after another 3 weeks I reached a rating of 4/5. You can check your client rating on freedom24.com or on the Freedom24 mobile app from Freedom Finance (registered users only). It is recalculated automatically when new IPOs are added.

My overall path to improving my rating from 1 to 4 took just over 4 months. I will continue to follow the simple rules on how to increase allocation and get more shares in IPOs — these are described in the article — as well as sticking to my plan and analyst recommendations.

*Capital is at risk. Investment in IPO may involve additional restrictions, please refer to the Terms of business. The forecasts are not reliable indicator of future performance.

--

--