osobní blog o Investicích
„Přemýšlet o penězích jednu hodinu může být výnosnější než za peníze pracovat celý měsíc.”
Společnost: OCCAM CONSULT
Pracovní pozice: Investiční správce
Specializace: Finanční plánování, Investice, Úvěry
Finančním poradenstvím se zabývám od roku 1999, z toho posledních osm let převážně na honorářové bázi. Zaměřuji se na komplexní nezávislé poradenství pro bonitní klientelu, založené na nízko nákladových produktech, správě majetku a dlouhodobém servisu. Otevřené podílové fondy využívám okrajově, dávám přednost aktivní péči o portfolio.
V následující tabulce jsou všechny ukončené obchody na plaftormě V-Bank v době vydání posledního komentáře dne 14.11.2014.
Jedná se ve všech případech o bonus certifikáty včetně těch, kde se nám bohužel nepodařil realizovat zisk.
*tyto strategie jsou součástí celého portfolia a jejich zastoupení je v rozmezí 1% – 30%
Komentáře mohou vkládat pouze registrovaní.
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Ukončené obchody s certifikáty IV. | Aktivní péče o portfolio