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
