Average Returns between 2.9% - 9%, based on last years’ performance

Strategy Overview

The Asset Allocation strategy is one of the most used in the world. The strategy uses balancing between assets with a negative correlation, due to which a significant increase in the effectiveness of the strategy compared to the benchmark is achieved. The strategy is implemented in several options depending on the choice of the client at the stage of questioning - investment in the US technology sector, investment in US value stocks, dynamic selection of equity funds.

  • Minimum Investable Amount 3 000 $, 10 000 €
  • Currency $, €
  • Existed since January 2020
  • Portfolio under management 650 000 $
  • Strategy cost
    • A one-time payment of 2% of the deposit.
    • 0.5 - 2.0% per year for management, depending on the risk profile

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this newsletter (article), will be profitable, equal to any corresponding indicated historical performance level(s), or be suitable for your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions.