No time to study, select and track investments? Perfect!

Create a passive portfolio and put your money and time to work for you! Get the "average market returns": you will be much better than the majority of investors.

WHY INVEST?

WHY PASSIVE INVESTING?

3 STEPS TO IMPLEMENT THE PASSIVE STRATEGY

Step 1: Objectives, profile and portfolio

Define your investment goals (ex: 10% return per year) and build a portfolio with assets that have the capacity to achieve these goals but that also fits your profile as an investor (conservative, moderate, aggressive, etc.).
 

Step 2: Stay invested

Contribute periodically to your portfolio (and re-balance whenever needed), using the broker of your choice. 
 

Step 3: Time and opportunities

Do not panic about crises or negative news: take advantage of opportunities and market conditions/cycles.
Let the time (ie. compound interest!) to act, protecting and monetizing your capital in the long run.

EXAMPLE: A SIMPLE PASSIVE PORTFOLIO, WITH JUST 4 ETFs:

25% in New Zealand Equities

Invest in the local New Zealand listed companies.

Examples of possible assets: Smartshares S&P/NZX 50 ETF (NZG) or Smartshares NZ TOP 50 ETF (FNZ)


25% in Australian Equities

Invest in Australian listed companies.

Examples of possible assets: Smartshares S&P/ASX 200 ETF (AUS) or Smartshares AUS TOP 20 ETF (OZY).


25% in Developed Markets Equities

Invest in listed companies from developed markets: US, Europe, Japan, etc

Examples of possible assets: Vanguard International Shares Select Exclusions Index Fund, Smartshares Global ESG ETF (ESG), Smartshares US Equities ESG ETF (USA), Smartshares US 500 ETF (USF), etc

25% in Emerging Market Equities

Invest in listed companies from Emerging Markets: China, South Korea, Russia, Mexico, etc

Examples of possible assets: Smartshares Emerging Markets Equities ESG ETF (EMG) or Smartshares Emerging Markets ETF (EMF)

CONTACT:

TRENDSET Financial Education
www.trendsetconsulting.com/en
Hamilton, New Zealand
+64 212284022
arthur@trendset.com.br

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Disclaimer: The information on this website is provided for educational purposes only. TRENDSET does not assume any responsibility for giving legal, investment or other professional advice and disclaims any liability arising from the use of the information. If you require legal, investment or other expert advice, you should seek assistance from an authorised financial adviser.

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