Portfolio -0113 [DEMO]
by @igarcia

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ISSAC GARCÍA  

Isaac registered on 7/5/19. He has a preference for long-term and aggressive objectives. He has a postgraduate degree in Economics and currently works at a brokerage house. He has its own client portfolio and offers his portfolios to clients who want long-term goals.

Annual return

8.08%
Annual rate from 26/Ago/2019

Description

The ETF's that make up this portfolio invest in Government, Local Authority/Municipal Investment Grade Long-Term y Mid Cap Value. It has up to a 20% in variable income.
Minimum investment $1,000.

Earning

$8,080
Calculated from 26/Ago/2019
with an investment of 100,000 dollars

Visits

1,415

Interest that the portfolio has among investors.

Invested

$34M
 

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

Visits

1,415

Interest that the portfolio has among investors.

Invested

$34M
 

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

Performance with $100,000 dollars

Chart...

How to read this chart

  • Check the trend it have had since it started and its volatility. If at the end of the chart:
  • There is a fall, it is very likely that it is a good time to invest since you would be buying cheap.
  • If it is rising it would also be a good time, since in the long term it could continue its upward trend.

Composition

Chart...

Equities: 20% (shares in stock exchange)

Fixed income: 80% (bonds,etc.)

Investment objective

1 año

Risk level: Low

You prefer to pursuit a low return since you would only tolerate losing up to 10% of your value in a downturn by accepting a low risk.

Monthly Fee

12 USD

Is the fixed monthly fee that the Professional draws by the use of it’s Portfolio


Other commissions

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

We give you

$5 USD
Invite your friends to invest. You and they earn $5 USD.

In what ETF's does it invest?

  • Government, Local Authority/Municipal Investment Grade Long-Term
  • Mid Cap Value

We give you

$5 USD
Invite your friends to invest. You and they earn $5 USD.

In wich operators does it invest?

Contact us
We are here to help you

Investore Inc.
195 Montague Street
14th Floor, Brooklyn
New York 11201