Portfolio -0104 [DEMO]
by @elillis

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EMILY LILLINS E.  

Emily has worked at commercial banks for 5 years. She specializes in financial instruments such as live shares and ETFs. She currently carries out investment strategies with very good returns for her clients. She registered on the platform on 05/11/2019

Annual return

23.27%
Annual rate from 23/Ago/2019

Description

The objective of this portfolio is Moderate, its recommended term is 2 years in order to obtain better returns. Since 23/Ago/2019 it has generated a return of 23.27%; if you had invested $100,000 for a year, you would have gain $23,270.
Minimum investment $1,000.

Earnings

$23,270
Calculated from 23/Ago/2019
with an investment of 100,000 dollars

Visits

2,055

Interest in the portfolio among investors.

Invested

$67M
 

Millions of dollars invested in the portfolio throughout the financial system.

Visits

2,055

Interest that the portfolio among investors.

Invested

$67M
 

Millions of dollars invested in the portfolio throughout the financial system.

Performance with $100,000 dollars

Chart...

How to read this chart

  • Revise the trend of the portfolio since it started and its volatility. If at the end of the chart:
  • It goes down, it is most likely a good time to invest since you would be buying cheap.
  • It is rising, it would also be a good time as it could continue its upward trend in the long term.

Composition

Chart...

Equities: 40% (stock market shares)

Fixed income: 60% (bonds,etc.)

Investment objective

2 años

Risk level: Moderate

You accept a moderate return as you would only tolerate losing up to 20% of the value of your investment in a recession and therefore look for moderate risk.

Monthly Fee

11 USD

The fixed monthly fee charged by the investment professional for the use of the portfolio


Other commissions

Clients may incur certain charges imposed by custodians, brokers, and other third parties; please visit our Pricing section.

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In what ETFs does it invest?

  • Government, Treasury Investment Grade Intermediate
  • Large Cap

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In wich issuers does it invest?

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