WHY PENSION STRATEGY?

Pokojnina
  • Your portfolio is diversified among the four largest investment classes of EQUITIES, REAL ESTATE, COMMODITIES and PRECIOUS METALS.

  • In your portfolio we include only the largest, most liquid and low cost ETF funds with the highest dividend yields.

  • For each investment class (EQUITIES, REAL ESTATE, COMMODITIES and PRECIOUS METALS), we implement a specific hedging strategy to avoid major corrections.

  • Half of the portfolio is invested in extremely undervalued COMMODITY markets and PRECIOUS METALS.

INVESTMENT PROCESS

THE STRATEGY

Diversification of the portfolio of the four largest investment classes

  • ETFs of the largest global companies in developed and emerging markets

  • ETFs of the world’s largest investment funds for REAL ESTATE in developed and emerging markets

  • ETFs of the largest COMMODITY companies

  • ETFs for physical gold and silver

  • Active portfolio protection and added value creation in major corrections

BECOME INVESTOR

Minimum investment and costs 

0
Minimum investment
BECOME INVESTOR
0
Entry cost
0%
Management fee
0%
Profit sharing
0%
Exit fee

Capital gains and dividends

Tax form form for capital gains and dividends must be submitted by 28 February for the previous year. For our customers we make:

  • Capital gains form

  • Dividends form

You just import capital gains and dividends forms through the e-tax system.

Want to talk?

Book a meeting with us and we will find out suitable solutions for your investment goals.

Let’s talk
Jernej Lukman Rounded PNG2