Portfolio Options
We provide three distinct portfolios for our investors to choose between: Conservative, Balanced, and Progressive. Conservative is for those looking to invest in dividends usually for a long period of time, and is usually used as a retirement option.) Progressive is essentially the opposite, basically for those looking to get involved in our small cap equity trading, shorter term and more potential capital gained. Balanced being an amalgamation of the two previous options.
Conservative
As briefly mentioned previously, the Conservative Portfolio is for investors looking to become involved in long term dividends. The minimum involvement time for this portfolio plan is five years. This plan offers up to a 90% guarantee of invested capital.
Balanced
This portfolio plan is essentially the middle of the road between our other two plans. Half of the invested capital from investors is put into Conservative Plan activities and the other half is put into Progressive plan activities. Along with this, swing trades are a part of capital from this plan, week to multi-month long trades of high low patterns. This plan offers up to a 80% guarantee of invested capital.
Progressive
This Portfolio plan is for investors looking to become involved in our daily small cap trading. Essentially the opposite of the Conservative Portfolio, there is a greater risk associated with the stocks traded in this category. However, this risk is significantly mitigated by our tried and true trading tactics. Risk comes with benefits, in general, this plan has much higher payouts in shorter terms. Other lucrative trading activities are also utilized for this portfolio plan. This plan offers up to a 70% guarantee of invested capital.
All of these options are discussed at length during consultations.