Portfolio CONSERVATIVE
by Investore

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Last 365 days

2.85%
Annual rate from 3/Jul/2019

Description

The portfolio invests only an approximate of 70% on short-term U.S. Treasuries with virtually no credit risk backed by the U.S. government. The rest of the portfolio tracks the S&P 500, which seeks to select 500 largest U.S. stocks. All investments are made through ETFs.
Minimum investment $1,000.

Earnings

$2,854
Calculated based on the return of the last 365 days with a $10,000 USD investment.

Performance with $10,000 USD.

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: 30% (stock market shares)

Fixed income: 70% (bonds,etc.)

Investment objective

2 años

Monthly Fee

The fixed monthly fee charged by the investment professional for the use of the portfolio


Other commissions

Per operation: 0.10% of the amount of the operation.

We give you

$10 dollars
Invite your friends to invest. You and they earn $10 USD.

In what investment funds does it invest?

  • Government, Treasury Investment Grade Short-Term
  • Large Cap

We give you

$10 dollars
Invite your friends to invest. You and they earn $10 USD.

In wich issuers does it invest?