– financial health –
Balanced portfolio
The Balanced Portfolio embodies our dedication to fostering a harmonious blend of growth and stability, catering to investors seeking a middle ground between risk and reward. Our approach centers on passive portfolio management, primarily utilizing ETFs to replicate market indices or benchmarks.
PORTFOLIO INFORMATION
| Optimal Investment Horizon | more than 5 years |
| Currency | EUR |
GEOGRAPHICAL BREAKDOWN
| 1. | United States | 48.95 % |
| 2. | European Union | 23.05 % |
| 3. | Rest of the Wolrd | 16.16 % |
| 4. | Japan | 6.76 % |
| 5. | United Kingdom | 2.45 % |
| 6. | Canada | 2.46 % |
TARGET ASSET ALLOCATION
The Balanced Portfolio provides a harmonious fusion of income generation and growth potential. With its diversified allocation of approximately 10% in money market funds, 40% in bonds, and 50% in equities, this portfolio delivers consistent cash flow from bonds and stability from money market funds, while harnessing the growth potential of equities. It combines the reliability of income with the opportunity for capital appreciation, ensuring a balanced approach that caters to both conservative and growth-focused investors.
PERFORMANCE
| YTD | 1 year | 3 years | 5 years | |
| Cumulative | 12.64% | 18.78% | 18.21% | 39.85% |
| per annum | - | - | 5.74% | 6.94% |
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Meet Radoslav
Radoslav Tupý is an qualified Portfolio Manager with nearly 10 years of experience in portfolio management, investment committee leadership, and strategy development. Currently with International Investment Platform, o.c.p., a.s., he is recognized for his expertise in macroeconomic analysis and strategic portfolio oversight. Throughout his career, Radoslav has held executive and board-level roles, refining his market acumen and analytical skills through tools such as Bloomberg Terminal and Morningstar. He holds a Master’s degree in Economic Policy and was awarded the prestigious National Bank of Slovakia Governor’s Award for his research in monetary policy, underscoring his dedication to driving client success.
DISCLAIMER
The information on financial instruments in this document does not constitute investment advice or personal recommendation, is for information purposes
only, and does not constitute an off er to enter into a contract relating to a financial instrument. Nor is it a basis for entering into any contract or commitment of any kind, nor may it be relied upon in connection with entering into any contract or commitment of any kind, and it is not intended to act as a solicitation or recommendation to enter into any contract or commitment of any kind. Investments in financial instruments involve risk, which depends on the investment strategy chosen. The value of the investment and the return thereon may rise or fall, and there is no guarantee of a return on the amount initially invested. Past performance is not a reliable indicator of future performance. Any predictions about future performance are not a reliable indicator of future performance. The information in this document should not be used to explain all the risks associated with investing in the financial instrument or using the investment service referred to. The performance figures in this portfolio exclude our company fees, which can vary based on individual agreements. The back-testing of this portfolio was conducted from 30. 9. 2019 to 31. 10. 2024.