Quant Portfolio Finder

To propose a suitable investment strategy, we would like to understand the goal of your investment.

Return and risk are closely related. Therefore, the investment strategy that fits you best, along with the investor profile that suits you, depends largely on your return expectations. The higher the expected return, the higher the risk-bearing capacity and tolerance must be.

You may get a different return for any of our Portfolios by using leverage products (Options, CFDs, Futures). So it could be a combination of a conservative Portfolio with the leverage, as well as a combination of a more aggressive Portfolio without the leverage.

The investment horizon is of crucial importance for your investment strategy because it influences your risk-bearing capacity. There are no prefabricated templates for which investment horizon is appropriate for your personal life situation.
Our strategies demonstrate good performance over longer periods of time, e.g. 3 years, however, in most of the years consistently outperform the Benchmark.

Depending on your potential investment size, we may recommend different strategies of utilising your capital.
Usually, non-leveraged strategies are recommended for the amounts starting from 10.000 EUR per Portfolio, where some Portfolios require from about 25.000 EUR. For leveraged strategies, such as CFDs, you may start with significantly lower investment sizes.

Our goal is for your investment to suit you. This information helps us to assess your risk-bearing capacity.
You should have a minimum level of reserves available to cover regular expenses (e.g., rent) for the duration of your investment period without having to access your invested assets.

We want to determine whether you already have knowledge and experience in the asset classes that are part of the implementation of our investment strategies.
For us, the right investment strategy also means a sufficient understanding of the asset classes – so that you can feel comfortable with your investment strategy. If you don’t yet have any knowledge, we will explain the relevant asset classes to you.

Personal experiences can help verify self-assessments. We take your investment experience into account in your investor profile in order to determine the investment strategy that is right for you.

When investing, there is always the possibility that the result could be negative. How you deal with possible losses is therefore an important factor in your investor profile.
Note: The information does not constitute a civil law obligation to achieve the scenarios described. They also offer no guarantee that, depending on market movements, the loss scenarios may not be exceeded and that the portfolio may also experience a total loss.

How you deal with fluctuations in value is an important aspect of your investor profile. With this question we would like to know how you would react if your portfolio suffered a (temporary) loss.

This question is used to compare your self-assessment with the investor profile we have determined. Comparing your self-assessment and the risk class determined can serve as an indication of whether you tend to underestimate or overestimate your risk-bearing capacity.

We would like to understand, whether you are more interested more volatile, but potentially profitable companies of technology sector, or more diversified strategy utilising all sectors.

We would like to understand, whether you are more interested more volatile, but potentially profitable companies of technology sector, or more diversified strategy utilising all sectors.

We would like to understand, which of our portfolios will be more suitable for your interests, considering your risk profile.