Portfolio -0347 [DEMO]
by rvera

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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

11.04%
Annual rate from 10/Dec/2019

Description

This portfolio is formed by 8 Long INR, Short USD, Broad Market Metals, Corporate, Broad-based High Yield, Corporate, Preferred Investment Grade, Government, Treasury Investment Grade, Government, Treasury Investment Grade Long-Term, Small Cap y Target Risk ETFs. Being of Moderate objective, it has medium-low risk and it will help you meet your medium term goals.
Minimum investment $1,000.

Earnings

$11,044
Calculated from 10/Dec/2019
with an investment of 100,000 dollars

Visits

16

Interest in the portfolio among investors.

Invested

$0M
 

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

Visits

16

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

15 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?

  • Long INR, Short USD
  • Broad Market Metals
  • Corporate, Broad-based High Yield
  • Corporate, Preferred Investment Grade
  • Government, Treasury Investment Grade
  • Government, Treasury Investment Grade Long-Term
  • Small Cap
  • 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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