iProtect lite 1.0


Category: Finance
Price: Free (iTunes)

Description:

Create and control your own bespoke portfolio

iProtect is a new tool with which you can create your own tailor-made, capital-protected portfolio. To do that, you only need to know how much risk you are prepared to take and over what period of time.

People often seek professional advice because of the complexity of markets and worry about the question of future market performance. Frequently they end up by owning complex portfolios which create stress for them during difficult times. They mistakenly believe that they need to rely on others being right about predicting the future. That is wrong and, what is more, costly.

With iProtect the individual has more control over his or her investments. The portfolio is intelligent and transparent and not complicated or unnecessarily complex.

The iProtect application gives the investor the power to:
◦ create a portfolio consisting of bonds and equities tailor-made to the individual
◦ avoid unwanted speculation
◦ identify which assumptions about future market development are built into the allocation
◦ check the usefulness of the suggestions that have been given by advisors
◦ calculate the average, minimum and maximum return of the portfolio at any time
◦ experiment with different scenarios to find the best solution
◦ save on commission and advisory fees
◦ be educated in risk/return trade-off more easily than ever before

N.B.: The Investment Horizon is locked to 3 years. The Horizon can be changed in the full version only.

Armed with the asset allocation from iProtect, the investor can then buy inexpensive, diversified and transparent index funds without paying high fees. Investor can use an actively managed fund with proven long track record as well.

iProtect can be used for dollars, euros, pounds, czech crowns or any currency for which a government bond market exists.

The Author is a CFA charterholder.
iProtect lite



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