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Types of Portfolio Investments
Depending on profitability and risk portfolio investments are divided into three categories:
  • High -Yield Portfolios - these are high-profitability oriented portfolios with higher risks;
  • Conservative Management Portfolios - such portfolios are oriented for average, but stable profitability and they usually consist of a set of securities with low risk;
  • Combined Portfolios - funds are invested into the assets of companies with different profitability, but risk is minimized.

Together with the client we combine a portfolio individually depending on his needs and initial deposit. Portfolio monitoring is regular and depending on a current situation in the market and client's needs funds can be reallocated into the more profitable assets and tools

Deposit 3 months 6 months 12 months
$500-1000 Profitability Risk Profitability Risk Profitability Risk
35-45% 40% 40-50% 35% От 50% 15%
$1000-5000 Profitability Risk Profitability Risk Profitability Risk
35-45% 30% 40-50% 25% От 50% 10%
0т $5000 Profitability Risk Profitability Risk Profitability Risk
35-45% 15% 40-50% 10% От 50% 5%

Statistics for 2015.

The portfolio consists of such shares as Facebook, Amazon, Google, ALCOA, Brent Oil and Gold. Profitability for 12 month was 102%:
  • Facebook shares increased by 34%
  • Amazon by 118%
  • Google by 45%
  • Brent oil decreased by 35%
  • Spot gold decreased by 10%
  • Alcoa decreased by 50%

Usually "Combined" method of investment is the most suitable.

Depending on initial deposit funds are allocated in the next way:

Deposit Foreign Exchange Commodities (Metals, Energy) Shares of Russian companies Shares of US companies Indices
500-1000 50-80% 0,00% 15-30% 0,00% 0,00%
1000-5000 30-50% 20-30% 10-20% 10-20% 0,00%
0т 5000 30-40% 10-30% 10-20% 10-20% 10-30%

Total investment amount into each of financial market segments is calculated individually, based on the following factors:
  • Initial deposit;
  • Currency of investment;
  • Period of investment;
  • Current status of specific economic sector and the prospects of development;
  • Publication of important economic data during the investment period.

We have a personal approach to each and every client, we keep confidentiality and we have a detailed plan for the whole investment period. What is more, we are always open for any questions, help and support.

Sincerely, Vertical markets team