PORTAFOGLIO OBBLIGAZIONARIO WORLD On January 10, was born a bond portfolio, which will place bonds in other currencies than the euro, and this book starts with a capital "virtual" of 200,000 euros.
The service will target investors, private bankers, executives offices titles, developers and consultants who want to have a guide and inspiration in the operational landscape bond.
The customer is entitled to decide whether and which investments to make, because this book, like all of our portfolios, are a research study, a hint on the investments made.
Now we see the features:
- Annual subscription;
- Cost per year: Euro 300 + VAT (20%), introductory offer by January 15 Euro 250 + VAT (20%);
- Send at least two times a month away e-mail;
- Risk Rating: Medium alto (ovviamente rispetto al rischio obbligazionario e non azionario).
Quanto alla performance prevista vi è da dire che nel mondo finanziario nessuno può sapere con certezza in anticipo la performance che si realizzerà, perché troppe sono le variabili in gioco; fatta questa premessa, aggiungiamo che ci reputeremo soddisfatti se riuscissimo a performare ogni anno un + 2,50% rispetto ai tassi BCE.
Condizioni orientative giuridicamente non vincolanti del portafoglio:
1) è previsto un limite massimo per singolo emittente corporate pari al 15% del portafoglio;
2) ogni singolo titolo non potrà superare il 10% del portafoglio;
3) i titoli del portafoglio saranno in diverse valute, anche in Euro;
4) a minority of the portfolio could consist of securities short (eg ETFs).
The portfolio will not come immediately to the scheme, at least for the part of currency.
The duration of the portfolio will vary based on our expectations of macroeconomic conditions.
The markets in which the bonds will be traded under study will
: MOT regulated market, multilateral trading systems and how ExtraMOT, EuroTLX, some bonds will be OTC.
Regarding the handling of the portfolio, we think this will not be frequent, clear if over time we realized that the title is no longer cheap, recommend the sale advance, otherwise you will wait for the expiry saving the cost of trading.
Finally for what concerns the amount of securities in the portfolio, we tell you when it is fully implemented there will be twenty.
Who buys the portfolio should be aware that those who BSI Ltd and preparing the portfolio will be deemed not responsible for any of your purchases, you also need to know that the information contained in the portfolio does not constitute a solicitation or personal recommendations, since only d ' standardized information to the public, then the user is aware that some titles could be in the wallet of the person preparing the report, therefore there is a potential conflict of interest.
