The portfolio invests in a balanced mix of stable assets, high-yield bonds and more volatile assets such as equities (max. 25%).
It ranges from European and American government bonds to high yield bonds, emerging market bonds to subordinated bank bonds, real estate to equities.
It is a diversified portfolio across all sub-funds to reduce the volatility of equity assets and very flexible to try to seize the best opportunities that arise in the markets.
Characterized by a dynamic approach to increase or decrease or even zero the weight of the equity part depending on the momentum of the markets.
Remember that in the last 20 years the stock market has lost 3 times more than 40% (2000-2003, 2007-2009, 2020). This is why it is essential to balance the portfolio and exit the stock market when the situation becomes dangerous, and then re-enter at much lower prices.
Who has a capital between 20,000 and 100,000 euros
Are looking for coupon income but also capital growth
Has a medium-term time horizon (5 years)
Are willing to accept a medium-low portfolio volatility
The portfolio aims to generate coupon flows but also to grow capital.
It seeks to reduce risk by balancing more volatile assets with more stable ones, by diversifying into assets that are uncorrelated, i.e., moving in opposite directions, and through dynamic management.
498 euro + VAT
Call 3334902940 to purchase the service or if you want more information on how the service works
It should be remembered that all investments involve risk and the value of an investment and the return from it may fall as well as rise as a result of market and currency fluctuations. As a result, it may not be possible to recover the capital originally invested and past returns showing a simulation of the performance of the portfolio taken as a reference cannot be a reliable indicator of future returns.
This portfolio underwritten within our investment research does not provide any personalized asset recommendation but only opinions on the markets or judgments to buy or sell securities in a logic of diversified portfolios based on different risk/return approaches addressed to the generality of Users.
In the model portfolios the recommendations cannot be intended as personalized with respect to the characteristics of the individual customer and if you want a personalized advice you can request the appropriate service (see here) or request support for any information by calling 3334902940
Since this is an accessory service and generic advice, it is not subject to the supervision of Consob or of the Supervisory Body and to the keeping of the Single Register of Financial Advisors (OCF).
All the compositions and indications are elaborated in complete autonomy and independence and are finalized to offer merely informative hints of operative character inherent to the employment of financial instruments quoted on the regulated markets.
The performances are calculated taking into account the open positions and on the basis of all the advices suggested (in gain and in loss) by the strategy of the portfolio including the uninvested liquidity, eventual dividends received and are gross of the taxation effect.
In the case of model portfolios it will therefore be the care of each of our Users to adapt the strategies indicated by us to their specific personal situation in correspondence with their own personal risk profile, with amounts adequate to the desired equity exposure and to their own experience in the field of investments, evaluating which of the possible model portfolios proposed best suit their own profile and correct time horizon.
It is necessary to remember that possible results achieved in the past by such model portfolios elaborated by Alessandro Busnelli can never constitute any guarantee of equal returns in the future. Furthermore, given the type of active strategy followed, this can also mean obtaining returns which deviate from the market trend (even negative) or foresee in certain phases operations closed with a loss (even repeated and in significant percentages) since the objective of this strategy is not to be right on all the single operations but to obtain in time an overall result superior to the market trend without taking excessive risks.
We remind you again that Alessandro Busnelli cannot know any information regarding the experiences, the financial situation and the investment objectives of the single Users in this kind of portfolios. Therefore, the eventual opinions provided take into account only the characteristics of the financial instruments object of the recommendation and the market trend and must be understood as a general example and are addressed to the general public.
Please remember to refer at the bottom of the site to the WARNINGS section as well as to the Terms & Conditions regarding all the information on risks, possible conflicts of interest as well as all the conditions that regulate this service.
All the compositions and indications are elaborated in complete autonomy and independence and are finalized to offer merely informative cues of operating character inherent to the employment of financial instruments quoted on the regulated markets. The information and the analysis exposed do not constitute solicitation to the public saving, therefore any investment decision and the relative risk remains at the User’s charge.
INSTRUMENTS USED: Bond ETFs, Equity ETFs, Gold ETFs, Real Estate Etf.
*intended as investment volatility
**only in March 2020, at the same time as the release of COVID-19, max drawdown 19.00%.
Historical Data Standard Balanced Portfolio
wdt_ID | Periodo | Rendimento Annuale | Rendimento Cumulativo | Volatilità | Max DrawDown |
---|---|---|---|---|---|
1 | 2011 | 0.16% | -1.92% | 6.45% | 8.00% |
2 | 2012 | 13.84% | 12.82% | 4.65% | 2.00% |
3 | 2013 | 2.16% | 15.19% | 4.79% | 7.00% |
4 | 2014 | 15.89% | 34.99% | 6.47% | 1.50% |
5 | 2015 | 10.77% | 48.63% | 8.00% | 10.00% |
6 | 2016 | 7.36% | 60.13% | 4.84% | 5.00% |
7 | 2017 | 0.43% | 60.73% | 3.37% | 4.00% |
8 | 2018 | 2.20% | 63.96% | 7.02% | 5.00% |
9 | 2019 | 13.51% | 87.84% | 3.59% | 1.00% |
10 | 2020 | 0.87% | 88.40% | 10.66% | 19.00% |
11 | 2021 | 7.38% | 104.51% | 4.61% | 1.40% |
wdt_ID | 2011-2021 | Portafoglio Modello Bilanciato |
---|---|---|
1 | Rendimento medio | 6.53% |
2 | Rendimento cumulativo | 104.51% |
3 | Rendimento cumulativo annualizzato | 9.50% |
4 | Volatilità media | 6.15% |
5 | Drawdown medio | 5.81% |
Cumulative Return (%) Standard Balanced Portfolio