At Solidvest, our customers can choose between five different investment strategies. These differ in terms of their weighting of equities and bonds as well as the cash ratio. All components of the portfolio are actively managed and adjusted according to the current market assessment of the DJE research team. Here you can find an overview of our strategy.
Interest rate strategy
This strategy focuses exclusively on fixed-income securities (bonds) and does not include an equity allocation. It therefore has a comparatively reduced fluctuation risk.
Yield" strategy
Up to 25% equity exposure. This rather defensive investment strategy attempts to reduce fluctuation risks, but at the same time foregoes potential returns.
Growth" strategy
Up to 50% equity exposure. This strategy creates a balance between high-volatility equities and low-volatility bonds.
Opportunity" strategy
Up to 75% equity exposure. With an equity overweight, the strategy attempts to make greater use of potential returns and accepts higher fluctuation risks in return.
Opportunity+" strategy
Up to 100% equity exposure. Our strategy with the highest possible equity allocation offers investors the greatest return potential, but also the highest fluctuation risk.
The demo deposit feature gives you the opportunity to give us a try - and all with no obligation. Simply visit the Solidvest website, click through the questionnaire and register.
Legal notice
This is a marketing advertisement. Asset management with DJE Kapital AG generally requires a medium to long-term investment horizon. All investments involve certain risks. Investments that offer greater opportunities also entail greater risks. Past developments cannot be extrapolated into the future. International allocations give rise to currency risks. Investments can be subject to considerable fluctuations, which can also lead to the complete loss of the invested capital. If investment assets are sold, the proceeds from the sale may be lower than the original investment due to price fluctuations, among other things. Please speak to your contact person at DJE to analyze the characteristics of our individual asset management and carefully consider whether such an investment corresponds to your risk profile. This is for information purposes only and merely summarizes the key features. It does not constitute a recommendation, an offer, an invitation to invest, a prospectus or investment research. Investment categories, asset allocations and investment instruments are indicative only and may change at any time. The information and opinions contained herein have been obtained from sources we believe to be reliable. However, no guarantee can be given as to its accuracy. Subject to change without notice.