The way it should be
Old fashioned wealth management is losing ground. Meet the Private Wealth solutions by XSpot Wealth. Register interest and book your free consultation appointment with our Private Wealth Managers.
WHY XSPOT PRIVATE WEALTH
We always explain the recommended investment horizon for every investment plan but it is up to you to add or withdraw funds when you want with no entry or exit fees.
We diversify your portfolio & allocate in different plans based on your needs (stability, growth, income) and then our experts proactively manage these plans using the lowest costs.
Free extensive consultation appointment. We measure your needs and provide hugely diversified investment strategies using the largest issuers in the world.
- In the initial free consultation call or meeting with our experienced wealth managers you will go through a full assessment of your wealth and goals.
- They will then help you build a tailor-made investment strategy by deciding how your assets will be diversified in different plans to achieve the optimum results based on your needs and investment horizon.
- Your investments will be spread across stocks, bonds, real estate and commodities and more all based on your risk profile and goals.
- We will then manage your investment strategy with proactive risk management and rebalance when needed with ultra-low costs which do not ‘hurt’ your portfolio’s returns.
- You can add to or withdraw from your account whenever you want, and keep an eye on how it's performing any time, either online or on our app 24/7.
how your portfolio is put together
1. VNQ - Vanguard real Estate ETF
2. VNQI - Vanguard Global ex-U.S. Real Estate ETF
3. IYR - iShares U.S. Real Estate ETF
4. XHB - SPDR S&P Homebuilders ETF
5. RWX - SPDR Dow Jones International Real Estate ETF
1. SPTL - SPDR Portfolio Long Term Treasury ETF
2. IEF - iShares 7-10 Year Treasury Bond ETF
3. SHV - iShares Short Treasury Bond ETF
4. TIp - iShares TIPS ETF
5. PLW - Invesco 1-30 Laddered Treasury ETF
1. SPY - SPDR S&P 500 ETF Trust
2. IVV - iShares Core S&P 500 ETF
3. VTI - Vanguard Total Stock Market ETF
4. QQQ - Invesco QQQ Trust Series 1 ETF
5. VUG - Vanguard Growth ETF
1. BND - Vanguard Total Bond Market ETF
2. LQD - iShares iBoxx $ Investment Grade Corporate Bond ETF
3. VCIT - Vanguard Intermediate-Term Corporate Bond ETF
4. BNDX - Vanguard Total International Bond ETF
5. JNK - SPDR Bloomberg Barclays High Yield Bond ETF
1. GLD - SPDR Gold Trust
2. IAU - iShares Gold Trust
3. SLV - iShares Silver Trust
4. MOO - VanEck Vectors Agribusiness ETF
5. DJP - iPath Bloomberg Commodity Index Total Return
1. ICSH - iShares Ultra Short Term Bond ETF
2. VGSH - Vanguard Short-term Treasury ETF
3. SCHO - Schwab Short-Term U.S. Treasury ETF
4. BIL - SPDR Bloomberg Barclays 1-3 Month T-Bil ETF
5. GBIL - Goldman Sachs Access Treasury 0-1 Year ETF
how we invest your money
PROUD RECIPIENT OF `WORLD FINANCE` magazine AWARd for 2020