Portfolio -0246 [DEMO]
by rj

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ROBERTO J MAIER LEON  

Economist with a Masters in Finance and more than 20 years of experience in finance and risk management. I have been corporate treasurer and director of both risk management and finance in various manufacturing and financial services companies. As part of my duties, in various responsibilities I have been responsible for the investment strategy with various risk and return approaches.

Annual return

16.48%
Annual rate from 15/Nov/2019

Description

The objective of this portfolio is Entrepreneur, its recommended term is 3 years in order to obtain better returns. Since 15/Nov/2019 it has generated a return of 16.48%; if you had invested $100,000 for a year, you would have gain $16,476.
Minimum investment $1,000.

Earnings

$16,476
Calculated from 15/Nov/2019
with an investment of 100,000 dollars

Visits

22

Interest in the portfolio among investors.

Invested

$0M
 

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

Visits

22

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: 60% (stock market shares)

Fixed income: 40% (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

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?

  • Financial Services
  • Health Care
  • Pharmaceuticals & Medical Research
  • Absolute Returns
  • Government, Non-Native Currency High Yield Intermediate
  • Government, Treasury Investment Grade Ultra-Short Term
  • Large Cap
  • Total Market

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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