Choosing the right actions is not enough!
The secret to success is building a smartly balanced portfolio that will withstand crises and outperform the market on a clear day.
See the Portfolio chapter to understand the magic of profitable investors.
We offer you a great Spreadsheet that manages positions and transactions, but in several dimensions, as it includes time, currencies and cash distribution. This tool designed for the pros, but accessible to all, has 3 hierarchical levels. Your fortune is divided into strategies, then into capital allocations and finally into positions. Everything is converted into your reference currency, to compare and distribute the investments according to the weighting expressed as a percentage that you have defined.
Invest in stocks, bonds, funds, ETFs, real estate or other, you need to spread your risks and control each part of the portfolio. Portfolio Arbiter allows you to centralize all your wealth, which can be placed in different currencies in several banks, various works of art, shares or buildings.
Arbitrage is the secret to a properly managed portfolio. It consists of selling the groups of assets that have risen a lot to buy the others, because your distribution is made in such a way that tomorrow those who have fallen will be those who will rise. These portfolios perform well because you buy low to sell high. This distribution between asset classes is not necessarily done in the same class, because it depends on the strategy you decide to apply. Portfolio Arbiter generates the arbitration document according to the desired allocations.
For example, The 4x4 strategy is made up of the following 4 allocation groups: Gold, cash, bonds and stocks. In each allocation you can have one or more positions that you choose according to your preferences. Then you regularly arbitrate your portfolio to maintain the distribution of your wealth at 4 x 25%. Dividends from stocks and coupons from bonds will be allocated to the correct allocation, even if this cash is drowned in your bank account. You have control over your strategies and your money.
Portfolio Arbiter automatically adjusts the purchase price of your position according to the dividends received and adds the amount in cash of the asset allocation. You know all the dividends received with their fees and taxes. You control your investments like a pro by taking the reins of your assets. You can also plan future dividends and know your monthly cash flow.
Portfolio Arbiter generates a graph of the evolution of your wealth by strategy or allocation and in the currency of your choice. This allows you to better understand the evolution of your fortune according to geographical areas and possibly adapt the choices of your financial instruments by exposing yourself to interesting currencies. Your distribution of risks is no longer done by feeling, but on the basis of concrete data.
Economists have defined 4 economic phases, which are: Growth/Inflation, Growth/Deflation, Decline/Inflation and Decline/Inflation. At each phase, it is possible to adapt your portfolio or your choice of financial instruments. Portfolio Arbiter indicates the current economic phase giving you on a plate, relevant information.
Reality Explorer Sàrl
Place de l'Eglise 3
1027 Lonay
