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Passive Investing
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  • Monthly follow-up: orientations on how to do contributions and rebalancing of your passive portfolio

Monthly follow-up: orientation for contributions & rebalancing

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I´d like to receive monthly orientation about how to make the contributions in my passive portfolio and/or re-balancing it.


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Monthly follow-up: orientations on how to do contributions and rebalancing of your passive portfolio

What is?
This service is a monthly follow-up: You will receive orientation on how to buy (or sell) assets using the regular contributions, re-balancing the portfolio or adapting to current and future market conditions.

How it works:
1. You sign up to receive periodic orientation on how to do new investments and/or rebalancing your passive portfolio, via the registration form and subscribing on our platform at the same time.
2. You will receive the desired orientation, in the requested format.

Next step: registration and subscription form: 
a) Select the asset classes for which you want to receive orientation. 
b) Describe how you want to receive them. Also enter the contact details. 
c) Create your account. 
d) Configure the monthly subscription payment and submt the form. 
 
TERMS AND CONDITIONS: 
If you are not satisfied with the service being provided, please contact us. We will do our best to serve you. -You can cancel the service at any time. 
You agree not to reproduce, duplicate, copy, sell, resell or exploit any part of the Service, use of the Service, access to the Service or any contact on the website through which the service is provided without our express written permission. 
You understand that content on our platform (not including credit card information) can be transferred without encryption and can: (a) be transmitted over multiple networks; and (b) undergo changes to adapt and adapt to the technical requirements of connecting networks or devices. 
Credit card information is always encrypted when being transferred between networks.
Monthly follow-up: orientation for contributions & rebalancing
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  • Passive Investing
    • "With 4 ETFs you´d probably beat more than 95% of investors"
    • Equity funds underperform the (average) market index! See surprising statistics from 11 countries/regions...
  • NZX´s ETFs
  • Before Investing
  • Who we are & our portfolio
  • Free Course

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