We help to build your Investment Portfolio

With an easy process including FREE Asset Allocation grids, investment tools, tutorials & investor profile test

Show me how now

Difficulties that all investors encounter

Building an investment portfolio can be stressful and intimidating.

Every investor, whether just starting out or advanced, faces challenging questions, like

What kind of Investor Profile do I really have ?
Which Asset Allocation is the best fit for me ?
How can I build my portfolio if I am not an expert ?

An easy 5-step process helps you out on all of the above.

No matter what kind of investment experience you have, this process is for all levels. FREE tools provide valuable guidance making your investment venture much easier.

What does this do for me ?

Simplify Investing

Create Clarity

Save time

Reduce stress

By following a clear and easy 5-step process (Tools)

The Investor Profile assessment (Tools) shows what type investor you are in no time.

Asset Allocation grids provide valuable guidance and may save you a few headaches.

The PortfolioBuilder tool applies the correct asset allocation for your profile and breaks down your investable amount in smaller portions.

Which tools do I get ?

Free Investor Profile assessment

Free Asset Allocation Guidance

Free Portfolio Builder

Free ETF ticker lists

Investor Profile Test | Asset Allocation Grids | Portfolio Builder | ETF ticker lists | Tutorials

This assessment shows whether you are a Defensive, Balanced or Dynamic investor.

Simply check out the latest Asset Allocation grids and macro-economic heatmaps which you will find via the Asset Allocation menu button.

The available tutorials help you to build knowledge and investment skills.

This tool automatically breaks down your investible amount into smaller portions in line with your profile.

Free Tutorials

A non-exhaustive overview of ETF's classified per asset class and geographical zone.

How does it work ?

4 - Implement

Discover your investor profile with the free six-question test. You will know instantly whether you have a Defensive, Balanced or Dynamic investor profile.

Verify the latest Asset Allocation grids corresponding to your profile. These will suggest fitting asset allocation percentages.

Enter your investor profile, currency, amount and geographical zone in this form. From there on you now choose from a variety of ETF`s. Each individual line gives direct access to a much larger ETF catalog to choose from.

A purchase list is automatically generated further down. Check with your platform/bank or broker if they can trade the ETF's you'd like.

Once your portfolio is up and running, monitor your investments and verify suggested asset allocations from time to time.