For Whom?
The SMARTBETA portfolio is designed for investors looking to invest an initial capital of €/$100,000.
The ETFs within this portfolio can be purchased in a standard securities account.
Composition?
This portfolio aims to invest significant capital, using alternative methodologies based on specific factors or rules to select and weight securities.
These ETFs seek to exploit factors that influence stock returns. Commonly used factors include:
- Momentum: Stocks that have experienced strong recent performance.
- Quality: Stocks of profitable companies with solid balance sheets or stable earnings.
- Value: Stocks undervalued relative to their fundamentals.
- Low volatility: Stocks less susceptible to significant price fluctuations.
- Size: Stocks of small or medium-cap companies with high growth potential.
How?
The investor must have a capital of €/$100,000 in a securities account.
Privanext will send investment alerts during the weekend to recommend buying or selling assets from the SMARTBETA portfolio based on market opportunities.
The portfolio gradually adjusts according to major trends. Historically, approximately 65% of the portfolio is invested in the year following subscription.
Alerts will be sent to you on Saturday morning for a purchase or sale to be made with your securities provider at the close of trading on Monday.