The strategy adapts to changing market opportunities on a daily basis and trades a portfolio of ETFs and stocks in EUR. Results are net of fees.
Performance Fee = 0%. Management Fee = 1%
Sectorisation in the last 5 trading days
Sectorization varies over time based on stock selection and ETFs. This meets the basic premise of a modern investment strategy that adaptively responds to constantly changing market conditions.
Sectorisation from the beginning of live trading
Benchmark with European stock index (DAX 30) and USA stock index (S&P 500)
Benchmark with Bitcoin (BTC)
* historical returns are not any guarantee of the client's future returns
Comfort Zone Investments, osoba rizikového kapitálu, a.s.
Company ID: 090 40 927
The company is registered in the Commercial Register kept by the Municipal Court in Prague, Section B, File 25191
Sokolovská 428/130
Prague 186 00, Czechia
+420 725 404 694
© 2022 Comfort Zone Investments, osoba rizikového kapitálu, a.s.
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DISCLAIMER
The Manager is not subject to the supervision of the Czech National Bank
The Offer is intended exclusively for qualified investors
Key Information Document (KID)
This website is for informational purposes only. It does not constitute an offer of investment securities or other investment products to the public. The information contained herein should not be construed as an offer or solicitation to buy, sell or otherwise deal in investment instruments. The information published is provided for informational purposes only as a supplemental source of the personally transmitted information. It should not be considered a form of distribution, advertising, offer or recommendation to buy or sell securities or any type of financial, investment, legal, tax or other advice.
The historical returns of the investment strategy are presented on this website. These historical returns do not guarantee future client returns, which may vary due to the unpredictable price movements of the financial markets in the future.
The Company is not subject to the supervision of the Czech National Bank. The Company's services are not directed to the public. The Company is registered with the Czech National Bank in the list of persons performing asset management comparable to asset management pursuant to Section 15 of Act No. 240/2013 Coll., on Investment Companies and Investment Funds in the Czech Republic (Czech translation: § 15 zákona č. 240/2013 Sb., o investičních společnostech a investičních fondech („ZISIF“).
There are risks associated with investing. The value of investments can go up or down. Past returns are no guarantee of future returns. There is no guarantee of a return on the amount initially invested. Investments in different types of securities may be subject to restrictions and regulations in different jurisdictions. Any person investing in securities must comply with legal requirements that directly relate to the investor and the securities. The information provided on this website does not take into account the circumstances, assets or other circumstances, investment strategy, or restrictions relating to any particular person.
The Company, its promoters, shareholders, officers, directors, or employees accept no liability for any loss or damage caused by the use of any information contained on this website. The content of this website is subject to change without notice.
Any redistribution or other unauthorized manipulation of the information contained herein is prohibited.