Portfolio -0163 [DEMO]
by sandres

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SERGIO ANDRES FRANCO BARRERA  

Not available

Annual return

8.72%
Annual rate from 7/Oct/2019

Description

The objective of this portfolio is Entrepreneur, therefore, it is recommended for investors looking for medium returns in the medium term (3 years). The ETFs that compose it have 60% of variable income.
Minimum investment $1,000.

Earnings

$8,722
Calculated from 7/Oct/2019
with an investment of 100,000 dollars

Visits

17

Interest in the portfolio among investors.

Invested

$0M
 

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

Visits

17

Interest that the portfolio among investors.

Invested

$0M
 

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: 45% (stock market shares)

Fixed income: 55% (bonds,etc.)

Investment objective

3 años

Risk level: High

You look for a higher return as you would tolerate losing up to 40% of the value of your investment in a recession and therefore accept high risk.

Monthly Fee

10 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?

  • Corporate, Broad-based Investment Grade Long-Term
  • Freight Dry Freight
  • Government, Treasury Investment Grade Long-Term
  • Government, Treasury Investment Grade Short-Term
  • Precious Metals Silver
  • Small Cap Value
  • Target Outcome
  • Target Risk

Get more benefits

Join the waiting list, share with your friends and you can get great benefits that wil help you to improve your investments.

In wich issuers does it invest?

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