Investors have two main goals for which they invest their capital: to increase their capital in the long run or to create an additional source of income.
These goals require a specific strategy and cannot be achieved without a plan. They can not be achieved by taking big risks through individual stock picking, they can not be achieved by investing a small percentage of our capital and the expectation that it will give a return as much as the entire portfolio should give, they can not be achieved without a guidance by a professional consultant.
At XSpot Wealth we strive to achieve these goals in a simple, effective, transparent and cost-effective way. We achieve this by investing in model portfolios. There are six investment portfolios and they serve the investment needs of capital maintenance, capital increase and income generation.
How do Model Portfolios work?
The process followed by XSpot Wealth includes a strict framework of qualitative and statistical rules.
Creation of investment portfolios
1. Search and thorough research of suitable investment products by the best wealth managers worldwide
2. Categorization of products by investment strategy, by risk category, by geographical area
3. Creating portfolios with the appropriate differentiation per manager
4. Mathematical portfolio analysis and risk measurements under different scenarios for each of the investment portfolios
Monitoring and reassessment
1. Daily monitoring of the return and other risk measurements, in order to ensure the smooth progress of the investment and the possible financial changes that could affect the investment portfolios
2. Continuous evaluation of the investment products of the portfolios and comparison with similar products of other managers so that we are sure that we always invest in the best
3. Periodical rebalances so that the composition of the portfolios is the most suitable
4. Continuous search for potential opportunities and risks that may arise either from macroeconomic factors or from specific thematic trends
Please remember that past performance is not a reliable indicator of future performance
This document does not constitute and shall not be construed as a prospectus, advertisement, public offering, or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction.