Strategies to Build a Portfolio – Asset Goal Management

Strategies to Build a Portfolio – Asset Goal Management

 

 

 

We strongly believe that risk management and mitigation is the key to your long-term success in asset management.

 

 

 

Who limits the risk, 1. has a secure feeling and remains even when it’s on the stock market crashes calm and prudent. And he is 2nd in an inevitable re-emerging upward trend faster in the positive territory and builds his profits.

The amount of the risk assumed is also functionally assigned to the potential return. That’s why we offer you three strategies on a fund basis. All portfolio strategies are based on a partnership created by our partner …

  • Quantitative analysis: databases with more than 12,000 funds are audited and asset management funds with the best risk / return ratios are ranked.
  • Qualitative analysis : This is followed by the individual review of fund management in terms of competence, history, track record and continuity.
  • Portfolio Build: To identify 8-12 funds that will be included in the current allocation.
  • Setting the threshold for protection: Depending on the strategy, a 5 – 15% threshold is set up on an individual fund basis. If, therefore, a fund falls below its threshold from its highest level, that portion will automatically be redeployed into a money market fund similar to a money market. This part will then be reinvested in due course according to the above investment process.

 

The portfolio strategies

 

The portfolio strategies

 

ASSET PLAN – SECURITY
Suitable for conservative investors , with the aim of long-term capital preservation and small fluctuations in value . Is applied
in already proven investment concepts in the context of investment funds. The goal is to achieve an annual return of 2 to 4%.
The protect threshold is 5% on a stand-alone basis.

ASSET PLAN – BALANCED
Suitable for dynamic investors , with the goal of long-term capital preservation and moderate fluctuations . Investments are made in already proven investment concepts in the context of investment funds. The goal is to achieve an annual return of 3 to 5%. The protect threshold is 10% on an individual fund basis.

 ASSETS PLAN – GROWTH
Suitable for income-oriented investors , with the goal of long-term capital appreciation and medium value fluctuations . Investments are made in already proven investment concepts in the context of investment funds. The goal is to achieve an annual return of 5 to 6%. The Protect threshold is 15% on a stand-alone basis.

Leave a Reply

Your email address will not be published. Required fields are marked *