– financial health –
Cautious portfolio
The Cautious Portfolio reflects our commitment to preserving capital while nurturing steady growth.
Its core principle is 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. | European Union | 33.46 % |
| 2. | United States | 36.14 % |
| 3. | Rest of the Wolrd | 17.27 % |
| 4. | Japan | 8.87 % |
| 5. | Canada | 3.03 % |
| 6. | United Kingdom | 1.17 % |
TARGET ASSET ALLOCATION
The Cautious Portfolio offers a harmonious blend of stability and income generation. Its allocation of circa 20% stocks, 50% bonds and 30% money market funds, prioritizes capital preservation, making it an ideal choice for risk-averse investors or those nearing retirement. By emphasizing reliable dividends from blue-chip stocks and a range of fixed-income instruments, this portfolio delivers consistent income while minimizing the impact of market fluctuations.
PERFORMANCE
| YTD | 1 year | 3 years | 5 years | |
| Cumulative | 7.90% | 12.79% | 8.36% | 16.43% |
| per annum | - | - | 2.71% | 3.09% |
INVEST WITH US
Provide your contact details, and we will create and implement your tailored investment solution.
I CARE OF YOUR INVESTMENT
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.