Prospectus in the future. What is left then from

Prospectus Investment

 

November 3, 2017
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Contents

Name

Page

Investment objectives

3

Strategy and Portfolio Allocation

3

Cryptocurrency

4

Portfolio Turnover

4

Principal Risks

4

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Investment
objective

 

Our investment objective is to provide income and a
long-term increase of capital. This means we access a lot of areas of the
domestic and international markets to find the best opportunities where to
invest. We employ a consistent portfolio management process that allows for
flexibility and customization to your specific accumulation goals. These
portfolios seek intermediate- and long-term capital appreciation appropriate
for your risk budget.

 

 

 

 

 

Strategy and Portfolio Allocation

 

The Fund will attempt to achieve its investment
objective by investing in a wide range of U.S. stocks. Another part where we
will invest heavily is real estate. We have found some big lands in the south
of Florida. Our professionals predict that the value of these lands will
increase drastically in the following years. Precious metals like gold, silver,
chrome etc is another market we will be investing on. We feel that this market
is going to explode in the future. What is left then from the fund will be 20%
invested in cryptocurrency and the other part will be kept in cash.

 

 

Investments

Percentage

Money
invested

Stock Market

85%

850000 €

Cryptocurrency

10%

100000 €

Cash

5%

50000 €

 

 

 

 

 

Cryptocurrency

Cryptocurrency is an exploding market. The value of
bitcoin for example has been increasing a lot these last years. We think it is
going to increase a lot more. So, we are investing 70% on Bitcoin. The other
30% will be invested on Litecoin.

 

Cryptocurrency

Percentage

Money
Invested

Bitcoin

70%

70000 €

Litecoin

30%

30000 €

 

 

Portfolio Turnover

 

In the “Portfolio
Turnover” section you will not be able to give a number yet – you are just
starting your fund! Simply describe here your plan for rebalancing the
portfolio, which you need to do regularly. For the second assignment of this
course you will be reporting on the results of your fund, and the requirement
will be that you have had a turnover of at least 50% of the initial portfolio
value

 

 

 

Principal Risks of the Fund

 

Many factors
affect the Fund’s performance. The Fund’s share price changes daily based on
changes in market conditions in response to economic, political and financial
developments. The direction and extent of those price changes will be affected
by the financial condition, industry and economic sector, and geographic
location of the securities in which the Fund and the Underlying Funds
invest. The Fund
is not federally insured or guaranteed by any government agency. You may lose money by investing in the fund.

Management
Risk: The
ability of the Fund to meet its investment objective is directly related to the
allocation of the Fund’s assets. CLS may allocate the Fund’s investments so as
to under-emphasize or over-emphasize investments under the wrong market conditions,
in which case the Fund’s value may be adversely affected.

 

Market
Risk: Investments in securities in general are
subject to market risks that may cause their prices to fluctuate over time. The
Fund’s investments may decline in value due to factors affecting securities
markets generally, or countries, segments, economic sectors, industries or
companies within those markets. The value of a security may decline due to
general economic and market conditions that are not specifically related to a issuer.