Portfolio Management
Invest your capital, not your time.
Do you want to invest in the financial markets, but don’t know where, or how to start? We have a solution for you.
Captainmarkets provides a licensed portfolio management service for anyone who has the capital but lacks the time and expertise to trade for themselves.
Join today and meet your dedicated portfolio manager who will build a personalised investment strategy according to your expectations and risk tolerance.
What is Portfolio Management?
A portfolio manager oversees a portfolio of investments in various financial markets on behalf of someone else. Portfolio managers are responsible for identifying investment opportunities, tracking the portfolio’s performance, exiting investments at the right moment, and seeking new investments. The objective of a portfolio manager is to optimise the portfolio to seek opportunities in the market while limiting risk. A portfolio manager must follow all developments across all markets.
Do you want to know more about what a portfolio manager does?
Talk to one of our portfolio managers today.
Time is money. Invest it wisely.
Here’s how Captainmarkets portfolio management helps you invest time wisely.
Your time is an invaluable asset. Successful trading requires investing as much time as it does capital to:
- Analyse the markets using technical and fundamental analysis
- Develop consistently profitable trading strategies
- Learn how to manage exposure and constantly worry about potential losses
Save yourself time and effort but still keep the opportunity of making money open by letting a personal market professional trade on your behalf and start earning time (and money).
Why Sign Up For Portfolio Management?
A successful trader is achieved through persistent learning, constantly analysing the markets, vigorously monitoring trades and risks and testing numerous techniques and strategies. All of which is tiresome and endless work. No matter how wealthy you become, one thing you can never buy back is your time.
Knowing the personal dedication required, Captainmarkets has designed the most efficient investment solution that will add ‘time’ to the list of your returns on investments. Our team of licensed portfolio managers will skillfully handle all your trading activities. The objective is not merely to reduce the time you allocate to investing, but to enhance the yield of your investments.
Portfolio management services allow you to delegate the management of your financial assets to a seasoned professional and thus freeing up your valuable time while still ensuring that your capital continues to work for you.
How you can define the risk of your investments.
Risk is an unavoidable feature of investing. Without risk, there is no reward. When you sign up with Captainmarkets, your financial profile and knowledge will be assessed by experienced professionals to define your risk appetite. Later, you’ll be able to discuss your investment objectives with a licensed portfolio manager so they can tailor an investment strategy around you. When an investment is rated as low risk in the world of finance, it generally means a lower reward will be produced. In contrast, an investment classified as high risk is typically associated with being able to achieve higher reward. However, if the risk is too high, it can mean no reward at all and can ultimately result in loss of some or all of the initial capital. It is essential to define investment objectives when onboarding with your portfolio manager accurately.
Risk can be defined as either low, medium, high and very high. Here are some textbook examples of different types of investment portfolios.
Low-Risk Portfolios Are Very Conservative In Nature And Tuned For Fighting Inflation.
A low-risk strategy will allocate the majority of capital to less risky assets like fixed-income products and real estate. Only a few per cent will be allocated to large-cap US stocks. Low-risk portfolios are therefore expected to experience little less volatility (fluctuation of value).
Medium-Risk Portfolios Are Optimised For Risk-Averse Growth.
A medium-risk strategy will allocate half of the capital towards low-risk investments, like fixed income products and the rest towards US large-cap and small-cap stocks and a small per cent towards stocks from emerging markets. Medium-risk portfolios are expected to experience lower volatility (fluctuation of value) than stock markets as they are balanced with less risky products.
High-Risk Portfolios Are Expected To Achieve Attractive Long-Term Growth And Tolerate Short-Term Volatility.
A high-risk strategy will allocate more capital towards assets that potentially have very lucrative upsides, such as forex, emerging market stocks and small-cap stocks from developed markets. The risk of a high-risk investment portfolio is generally aligned with that of the stock market since most of the portfolio’s capital is allocated in various stock markets.
Very High-Risk Portfolios Are Very Aggressive And Often Are Riskier Than The Stock Market.
A very high-risk strategy will allocate nearly all capital towards forex, alternative investment products and stocks from almost any market. Very little will be allocated to low-risk investments, therefore making the portfolio very unbalanced and susceptible to market volatility. The risk level of a very high-risk investment portfolio is considered to be greater than that of the stock market, because of various alternative and volatile investments.
