Portfolio -0253 [DEMO]
by rvera

Help 

RODOLFO VERA V.  

I have been working in the Financial Services industry for over 20 years and have a great deal of experience on Investments and Financial markets. I started my career in Financial services working for Prudential México and now I have been working as an Independent Financial Adviser My priority is to provide you with a personalised financial planning service that gives you the security of knowing that you will obtain the Following: 1.-The Best Diversificatión 2.-Security ( Regulated Institutions) 3.-Cero Interest Conflict

Annual return

20.27%
Annual rate from 16/Nov/2019

Description

The objective of this portfolio is Moderate, therefore, it is recommended for investors looking for controlled returns in the medium term (2 years). The ETFs that compose it have 40% of variable income.
Minimum investment $1,000.

Earnings

$20,274
Calculated from 16/Nov/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: 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

9 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.

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 what ETFs does it invest?

  • Telecommunications
  • Broad Market, Broad-based High Yield
  • Corporate, Broad-based Investment Grade
  • Corporate, Preferred
  • Government, Broad-based Investment Grade Short-Term
  • Large Cap
  • Precious Metals Palladium
  • 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?

Contact us
We are here to help you

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