Blog, Strategies

Månadsuppdatering: Investeringsstrategier (ETF-portföljer)

Posted by Erik Martin Hansén

We offer thoughtful model portfolios based on exchange-traded funds (ETFs), designed for long-term savings. The portfolios provide global exposure and are designed to benefit from long-term trends in international financial markets, while keeping risk and volatility under control.

Våra allvädersportföljer fokuserar på robust diversifiering över flera tillgångsslag, medan våra aktiva ETF-strategier anpassar exponeringen efter marknadens utveckling. Allt bygger på tydliga regler och systematik,inte prognoser eller subjektiva bedömningar.

Content
  1. Allvädersportföljer – din stabila bas i portföljen
  2. Aktiva portföljer
    1. NQ Taktisk Allokering – systematisk riskallokering USA
    2. NQ Sektorallokering – rotation mellan USA-sektorer
    3. NQ Global Trend – exponering mot globala trender
  3. Förändringar i portföljerna denna månad
Things to consider:  Our portfolios are designed to deviate from traditional stock indices. This means that the development can periodically differ significantly from, for example, OMXS30 or S&P 500. This is a conscious part of the design of the strategies and a prerequisite for creating robustness over time. Comparing the portfolios with a pure stock index can therefore be experienced as mentally challenging in certain periods, but is not a fair comparison given the portfolios' broad asset allocation and risk profile.

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Investing in financial markets always involves risk. Historical performance is no guarantee of future results, and there is a possibility that you may lose all or part of your invested capital. Our analyses and indicators are based on historical data and statistical models, but these models cannot predict future market movements with complete certainty.

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Posted by Erik Martin Hansén
After studying at Uppsala University, Erik Hansén has worked in the financial industry since 2007 at several brokerage firms and traded privately. In his role as an analyst, Erik has written highly regarded market letters.

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