Portfolios


BTC Trading Inc offers 2 basic types of accounts:
Let Us Invest For You and Trade For Yourself

Let Us Invest For You

Open this type of account and take the stress out of investing by giving one of our experienced portfolio managers the discretion to manage your investment according to your predefined investment objectives. BTC Trading Inc offers a range of model portfolios from which to choose. These options are suitable for investors who do not have the time or interest to be actively involved in managing their investments on a daily basis.

Trade For Yourself

By opening this type of account you manage your own investment with BTC Trading Inc. You decide which shares you want to include in your portfolio. Your trade decisions can be executed by giving an instruction to one of our Private Client Traders.
A Trade For Yourself account is suitable for more experienced stock market investors who want to be more active in managing their own portfolios.

PORTFOLIO PERFORMANCE

No significant changes have been necessary during the past month.
Strategically, portfolios are well positioned and our objective remains to add incremental value through time.
We expect both the high level of uncertainty in the investment environment and the high level of financial market volatility to persist. It follows that we will continue to closely monitor portfolio positioning and risk exposures.

Accounts for Individuals

Account Description Investor Type

Fully Managed  Accounts

Risk Profiled Portfolios fully managed by a portfolio manager

Ideal for:

Investors who seek professional portfolio management

Personal Service Broking Account

You have full discretion over your account.
Private client traders are available to provide trading assistance and guidance.
Personal assistance provided in setting up your portfolio in line with your risk profile and objectives.

Ideal for:

Actively involved investors who require market guidance when making decisions regarding their self-managed investments.


Managed Portfolios

High Yield Portfolio

The objective of the High Yield Portfolio is to achieve a high yield and capital protection. It is suitable for investors who require income, and/or have a low to medium tolerance for risk of capital loss and an investment time horizon that typically exceeds one year.

Dynamic Core Portfolio

The objective of the Dynamic Core Portfolio is to achieve consistent, superior investment performance and capital protection. It is suitable for investors who require relatively stable growth that exceeds inflation over the longer term. Investors will typically have a medium tolerance for risk of capital loss and an investment time horizon that exceeds three years.

Active Growth Portfolio

The objective of the Active Growth Portfolio is to achieve capital accumulation over the longer term. It is suitable for investors who have a medium-to-high tolerance of capital loss and an investment time horizon that exceeds 5 years.

Shariah
A core component of the Islamic system of financial management is compliance with its legal code (Shariah) and investors no longer have to make a trade-off between investment returns and adherence to their faith. In this light, BTC Trading Inc has recently launched managed investment share portfolios that are based on the principles of Shariah compliance.