Everyone can choose how to invest their own cash resources. The portfolio can be devided in to two parts:
The investment part is invested in equities and ETFs of large companies, traded on the regulated markets in the US and Europe with delivery of financial instruments
Speculated part may be a percentage of the total portfolio available to management. Cash from this part is invested in financial instruments in leverage: CFDs on underlying assets, currencies, indices, futures, ETF under leverage, metals, oil, etc., and can have short positions.Speculative part is invested with higher risk because it seek greater return.
Risk 1 and risk 2. These two risks are considered moderate because the funds are invested only in large companies stocks in the US and Europe, as well as ETF in stock indices and sectors. All financial instruments are with real delivery and portfolios are for longer period than 1.5 years.
Risk 3. Risk 3 is considered greater than risks 1 and 2 because it seeks grater return. The portfolio consists of two parts: investment with risk 1 and risk 2 + speculative risk 4. The speculative part is the one that should carry more income to the portfolio. Therefore, risk 3 can be considered to be suitable for portfolios with medium and long timespan at higher risk.
Risk 4. Risk 4 is considered high because the funds are invested in financial instruments with leverage. We should look for higher returns at higher risk, so the invested funds may be smaller than 5000 BGN and search for yields above 40-50% per year.
Individual asset management is a service in which the investor provides a certain amount and the Portfolio Manager determines in which financial instruments to invest, depending on the investmen objectives, time horizon and risk level of the client. The product is for investor who do not have the necessary time or qualification. The characteristic here is that customers themselves determine the scope of their investments. Unlike other ways of investing, you do not need to make decisions about when, where and how to invest, by transferring this responsibility to experienced specialists in trading financial instruments. Our highly qualified specialists make the most appropriate strategy for managing capital according to your preferences for degree of risk and the desired yield
Disclaimer: This material should not be interpreted as a recommendation for future investments. The results are not standard or indication of a future results. In asset management the investor instructs the firm to structure and manage a portfolio of financial instruments in regards to a defined investment strategy, at its disrection and entirely at the risk of the investor. Investing in financial instruments, depending on the investment strategy entails certain risks, which is why profits are not guaranteed and investors may not recover the full amount of the invested funds.