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Why monthly?
The monthly rate of use, allows a better calculation of the optimal investment portfolio, and also use this space due to a temporary factor is called “seasonal”, for example, many products sales increase at Christmas time, and we can not compare with the sales of mid-year for example, then there are certain periods that are handled by the factor “season”, this why we use monthly periods, as many economical, statistical reports, analysis reports business reports come up in certain periods of the year, and we must be aware of them in order to give you the best information regarding to portfolios.
What happens in case of crisis?
Cases of severe crisis and other changes in the economical environment must be managed carefully, as stock markets have become very volatile because they are more risky, then is when you must be more careful in the market operations. Our portfolio diversification process through the investment model we use called “SOCE 8”, lets us control the risk, and it adjusts to changes referred to data, because the data introduced in a model must be related to the environment, it means that, if they are under normal economical times, then we handle characteristics such as “seasonal”, but if we find economical times that are beyond the standard, in that case, we take the last few periods, so the evaluation of changes in the financial processes is more reliable.
What do you mean by “the rates of investment belong to the margin?
The available capital in your account is assigned a certain margin for its use; this will allow the purchasing power be greater than the capital that we really know about, relating to the margin, you must find it out with your broker. The percentage of assets that indicates the portfolio investment refers to this point. However, is always advisable that when investing, don’t use your complete percentage of capital for it. For instance,, let’s suppose that a person has U.S. $ 1000, then divided it into 5 parts, so it would mean that their capital will be equal to 20% can plot the 20% interest in the assets that the study indicates, assuming that the study gives a yield close to 100% and 45% of risk borne.
Capital: 1000 * 0.2 = $ 200 U.S. D ata from the study: Yield = 100% approx. = 200 * 1 (100%) = 200 U.S. dollars in assets distributed as shown. Risks Support = 45% = $ 90 U.S., the risk is distributed in the activities outlined in the study.
What is the borne risk?
The borne risk refers to the level of maximum risk to be accepted by the investment portfolio, if the market goes against it, is the maximum percentage that your capital should lose, for example:
If the risk portfolio is 34%, and your portfolio is worth $ 1000 and assuming that the market is totally against all the assets of the portfolio, it should only lose $ 340, not the 1000.
