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.
1.) We sign asset management agreement
After a thorough consultation on your tolerance of risk, time horizon, costs, and personal expectations, we will determine if the strategy is suitable for you. If we find that the strategy is appropriate, then the signing of the management contract is followed.
2.) We open a stock brokerage account in your name
We will open the brokerage account to your name, which you can access at any time through the user name and password. Your funds in the account are secured up to USD 500,000 through the US SIPC agency and are completely separated from our company.
3.) We actively manage your stock brokerage account
Funds on your stock brokerage account are under the active daily control of your portfolio manager, who has a discretionary right to decide on purchases and sales of securities. A limited power of attorney for trading and the most advanced technology enables us to jointly execute orders for all clients stock brokerage accounts.
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
Optimtrader provides 30-day free platform testing.Fill in the form below and we will send you username and password to access Optimtrader DEMO platform, where you can to test all functionalities like in REAL account.
OptimTrader nudi 15-dnevno besplatno testiranje trgovačke platforme.Ispunite obrazac i poslati ćemo Vam korisničke podatke s kojima ćete moći isprobati sve mogućnosti platforme potpuno besplatno i bez ikakvog rizika.
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