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What you get 1

  • 17 + Ready-to-use Model Index Portfolios for Long, Mid and Short term investment goals
  • Performance overview for all Investment Portfolios
  • Detailed holding split and individual performance review for each portfolio, in-depth analysis
  • For each Investment portfolio: re-balancing recommendations, time/risk profile, asset class allocation, regional allocation of stocks, 20 top stock holdings
  • Comparative analysis of holdings over time for each Investment portfolio
  • Personal Portfolio Management Tool: Portfolio Manager
  • Additionally developed portfolios as well as updates on current portfolios come at no additional fee