Portfolio Management

Our professional and licensed portfolio managers work on behalf of clients. Individuals are able to choose to build and manage their own portfolios. Portfolio managers’ goal is to maximize the investment. In selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, we have three different approach – Conservative, Dynamic and Aggressive.

Conservative approach

60-65%

of portfolio is allocated to fixed income Securities

20-25%

of portfolio is allocated to equities

5-10%

into Cash and Equivalents

Dynamic approach

20-25%

of portfolio is allocated to fixed income Securities

60-65%

of portfolio is allocated to equities

5-10%

into Cash and Equivalents

Aggressive approach

0-10%

of portfolio is allocated to fixed income Securities

80-100%

of portfolio is allocated to equities

0-10%

into Cash and Equivalents

CFD sú komplexné nástroje a prinášajú vysoké riziko rýchlej straty peňazí v dôsledku pákového efektu, pri obchodovaní s CFD s týmto poskytovateľom príde o 73.72% účtov retailových investorov. Mali by ste zvážiť, či rozumiete fungovaniu CFD a či si môžete dovoliť podstúpiť vysoké riziko straty peňazí. Prečítajte si prosím Upozornenie na riziká.