Portfolio Management Long/Short
The service 'Portfolio Long/Short' is a service of Portfolio Global Management, where we combine Long/Short strategies on Stocks and ETFs quoting on U.S. Market.
The portfolio is shared on Long Term positions (Investment) and Short Term positions (Trading).
Investment (60% of portfolio)
We work over a group of ETFs, taking our decisions based on Fundamental Analysis, Macroeconomic Analysis and Institutional Liquidity Flows, searching the best investment opportunities around the world. We can invest in several countries, sectors or markets.
The average frequency of Investment signals is 1-2 signals per month.
The signals will be always Long type. In case it would be necessary to hedge, we would use Long signals through Inverse ETFs.
Trading (40% of portfolio)
We work on Stocks and ETFs of U.S. Market, taking our decisions based on quantitative data, searching opportunities with the best risk/return ratio, and combining diferent trading styles and systems.
The average frequency of Trading signals is 1-2 signals per week.
The signals can be Long and Short.
Minimum Capital and Broker
The recommended minimum capital to replicate the portfolio is $10.000
Due to we will use Short trades and sometimes we could use some leverage, it is necessary to have a Margin Account. If you only want to replicate the Investment part of the portfolio (only Long trades), a 'Cash' account is enough.
In the next link you can find more information about recommended brokers:
Who is it for?
The service is aimed to investors looking for a professional management of his portfolio, without the needed of paying high commissions to banks or analysts to make a passive management of your savings, being the investor itself who would replicate our portfolio.
The service also offers a high added value to investors and traders with knowledge and experience, which look for ideas both for Long term and Short term trades, and Longs and Shorts trades.
Moreover, any user can adapt the portfolio to its own necessities. For example:
- Using only the Investment signals.
- Using only the Trading signals.
- Replicating the signals using other instruments (options, futures, CFDs).
- Or adapting the trades to your own risk tolerance, increasing the % on the Investment or Trading.
Example
Inside the Private Area, the user will see the detail of the evolution and management of the portfolio:
FAQ’s
- Do I need any knowledge about Markets to use the service?No. All you need to know is how to enter orders at the broker.
We will tell you what stocks to buy or sell, when to do it and how much. - What minimum capital is needed? The minimum capital recommended to replicate the operative is $10.000, although it is possible to start with less.
- What broker do you recommend?The recommended brokers are Interactive Brokers and TradeStation.
In the following url address you can find more information on how to open accounts with these brokers:
http://www.smartmoneyflow.com/post/en/brokers-for-investment-and-trading-signals.html
However, you can use any broker with access to Stocks and ETFs on U.S. Market. - Do I need to be aware of the email to place the order?The success of the system does not depends on the exact moment of the entry. Therefore, it is not necessary to be watching the email.
However, we recommend to place the orders before market closes during that day, or next day the most. - How many trades are per month?It will depends on the month and market.
We expect an average of 1 or 2 investment signals and between 4 and 6 trading signals, per month. - How much can I earn and how much can I lose?Fixed yields are not guaranteed.
Our annual targets are of 20-25% profit with a maximum drawdown of 15%.
Managed Accounts
We have a service of Managed Accounts for capitals above 50.000€
If you are interested, please contact us through contact form.
