INVESTMENT CASES

In the formation of investment cases, ALS FX specialists are guided by the investment objectives of the client, the economic motivation of his investments. The art of constructing an investment case consists in choosing investment tools and selecting their percentages so that these tools are in weak dependence on each other and bring the expected result with the smallest amplitude of variation in the value of the case. Thus, when creating investment cases, we aim to achieve the maximum increase in capital with the maximum possible adequate reduction in the level of risk.

When drawing up an investment case, the following factors are taken into account:

  • Expected profit
  • Possible level of risk
  • Liquidity parameters
  • Term of investment

In the formation of investment cases, we are guided by the following approaches:

  • Selection of assets with good fundamentals, which allows you to count on growth in the medium term, even in the case of short-term deterioration in the market conditions
  • Refusal to invest in "problem" assets, the situation with which can deteriorate sharply in the medium and long term
  • Combination of trade strategies, oriented to different terms of investment
  • Branch diversification
  • Diversification by issuers. We do not invest more than 15% of funds in the assets of one issuer
  • Continuous monitoring of market conditions and monitoring the appropriateness of restructuring the portfolio

3 investment cases were developed to ensure comfortable work of the client:

MODERATE
CASE

INCOME: from 8% per year

STRUCTURE OF THE CASE:

  • Currency instruments: 27%
  • Energy sector: 10%
  • Commodity sector: 16%
  • World indices: 14%
  • World shares: 24%
  • Precious metals: 9%

OPTIMUM INVESTMENT TERM: from 1 year

OPTIMAL AMOUNT: 5,000$

AGGRESSIVE
CASE

INCOME: from 12% per year

STRUCTURE OF THE CASE:

  • Currency instruments: 7%
  • Energy sector: 18%
  • Commodity sector: 24%
  • World indices: 19%
  • World shares: 12%
  • Precious metals: 20%

OPTIMUM INVESTMENT TERM: from 1 year

OPTIMAL AMOUNT: 15,000$

PREMIUM
CASE

INCOME: from 17% per year

STRUCTURE OF THE CASE:

  • Energy sector: 20%
  • Commodity sector: 20%
  • World indices: 20%
  • World shares: 20%
  • Precious metals: 20%

OPTIMUM INVESTMENT TERM: from 2 years

OPTIMAL AMOUNT: 50,000$