Launch Date: 01 October 2018
General Investment Objective: Aggressive Growth
Risk Profile: High Risk
This portfolio aims to provide the millennial investor with access to the US biggest growth stocks with a great allocation to international famous brands such as Netflix. Starbucks and Amazon. A total of 20 well diversified stocks and a ETF providing you. the investor with great growth stocks. The investment strategy invests in the shares of companies that are popular brands and are listed on US exchanges. The portfolio aims to generate long term returns in USD greater than US inflation.
At Galileo Capital. founded by Warren Ingram and Theo Voster. we believe in questioning the status quo. We are continuously investigating new possibilities and striving to find innovative ways to improve on accepted methodologies and conventions. We believe that no system or process is ever perfect - there is always room for improvement. Our aim is to find those solutions that enable us to supply our clients with the best possible products and services. Hence our slogan: Challenging conventional wisdom.
Check out Galileo Capital HERE
Each managed portfolio (Bundle) carries its own risk number. Take your Riskalyze assessment HERE
Bundle fee: 1.4%
View the factsheet HERE
RA Investable | NO |
Launch Date | 2018/09/28 |
Benchmark | |
Minimum Time Horizon |
Management/Bundle Fee | 1.40% |
TER | 0.00% |
Estimated TC | 0.00% |
Estimated TIC | 1.40% |
May 2022 | -4.08% |
Last 3 Months | -7.38% |
Last 6 Months | -8.68% |
YTD | -10.23% |
Last 12 Months | 1.15% |
Last 3 Years | N/A |
Last 5 Years | N/A |
Since Inception | N/A |
Since Inception | 16.04% |
1 Year Volatility | 11.91% |
3 Year Volatility | 14.89% |
Best Month | 9.79% |
Worst Month | -7.87% |
Maximum Drawdown | -15.11% |
Bonds | 0% |
Property | 0% |
Cash | 0% |
Local Equity | 0% |
Foreign Equity | 0% |
Here is a list of companies/ETFs that make up this bundle.
EasyWealth is a product of First World Trader (Pty) Ltd t/a EasyEquities (registration number 1999/021265/07) which is an authorized Financial Services Provider (FSP number 22588) and a registered credit provider (NCRCP 12294).The contents of this website are for information purposes only. The information listed herein is of a factual nature and must not be construed as financial advice. The value of financial products can go down, as well as up, as a result of a variety of factors depending on the type of financial products such as a change in the value of the underlying investments, company profits, future prospects and more general market factors. An investor may not recoup the full amount invested. Source of performance data: EasyEquities platform. Past performance is not necessarily an indication of future performance. All performance figures reported are the actual performance of the model portfolio taken from the EasyEquities platform. Bundles without model portfolios (static weights) are excluded. The volatility is calculated as the annualised standard deviation of monthly percentage returns. For periods greater than 1 year, performance is annualised. Forecasts, illustrations, hypothetical data and examples are for illustrative purposes only and are not guaranteed to occur. Any projections contained in the information are estimates only and are not guaranteed to occur. The projections, if any, are subject to market influences and contingent upon matters outside the control of the company, so may not be realised in the future. The investment value, if any, of a financial product is not guaranteed.
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