Portfolio -0368 [DEMO]
by hcantu

Help 

Annual return

23.27%
Annual rate from 15/Dec/2019

Description

It has generated a 23.27% return since it was created on 15/Dec/2019, if you had invested $100,000 for a year, you would have gain $23,270. Its objective is Conservative.
Minimum investment $1,000.

Earnings

$23,270
Calculated from 15/Dec/2019
with an investment of 100,000 dollars

Visits

27

Interest in the portfolio among investors.

Invested

$0M
 

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

Visits

27

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: 10% (stock market shares)

Fixed income: 90% (bonds,etc.)

Investment objective

1 año

Risk level: Low

You accept a low return as you would only tolerate losing up to 10% of the value of your investment in a recession and therefore look for low risk.

Monthly Fee

5 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?

  • Long SGD, Short USD
  • Corporate, Convertible

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