Three ready-made portfolio strategies
Choose a portfolio strategy and get all its calculations
Before buying, you can compare the purpose, portfolio composition, application rules, assumptions, historical calculations, risk scenarios, included files and price of each strategy – and then decide which strategy you want to use.
You choose the strategy and adapt it to your situation yourself. It is a standardised product that is the same for every buyer, not an individual recommendation or a portfolio management service. Historical calculations do not guarantee future results.
PORTFOLIO STRATEGY · DOCUMENT PACKAGE SAMPLE
Strategy calculation report
Data and assumptions
Calculation methodology
Results and risk scenarios
Sources and limitations
Structure preview. Actual figures and charts will only be provided after the methodology for each report has been approved.
Strategy description
Calculation appendix
Sources and limitations
Verifiable datasources, period and data date
Consistent comparisonthe same fields for all three strategies
Limitations shown alongside resultsadverse scenarios and what the analysis does not prove
Automatic deliverydocuments and invoice after confirmed payment
Portfolio strategies with all calculations
Compare three strategies and choose for yourself
A place is being prepared where you will be able to compare each strategy’s purpose, composition, rules, data, calculations, risk scenarios and limitations.
Purchasing is not yet active
Portfolio strategies with all calculations
Strategy A
A short summary of the strategy’s purpose, composition and application rules will appear here.
- Strategy management approach
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- How often you act
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- Scope of the study
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- Data and period
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- Included files
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- Version and updates
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Portfolio strategies with all calculations
Strategy B
A short summary of the strategy’s purpose, composition and application rules will appear here.
- Strategy management approach
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- How often you act
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- Scope of the study
- —
- Data and period
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- Included files
- —
- Version and updates
- —
Portfolio strategies with all calculations
Strategy C
A short summary of the strategy’s purpose, composition and application rules will appear here.
- Strategy management approach
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- How often you act
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- Scope of the study
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- Data and period
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- Included files
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- Version and updates
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All three strategies will be compared in a consistent format
The same sequence of criteria will make it easy to see how the strategies differ in composition, rules, methodology, scenarios, assumptions and included files.
| Comparison criterion | Strategy A | Strategy B | Strategy C |
|---|---|---|---|
| Strategy management approach | — | — | — |
| How often you act | — | — | — |
| Scope of the study | — | — | — |
| Data and period | — | — | — |
| Methodology | — | — | — |
| Metrics and scenarios | — | — | — |
| Assumptions and costs | — | — | — |
| Limitations | — | — | — |
| Included files | — | — | — |
| Version and updates | — | — | — |
Browse before you buy
Strategy documents are visible before payment
Each strategy will include extracts of the same types of charts, tables, methodology and limitations. Below are prepared layout placeholders in which only the images and figures will be replaced later.
01 / RESULTS SUMMARY
LAYOUT – NOT AN INVESTMENT RESULT
Main strategy chart
An approved chart will be placed here
Calculated metric—
Annual volatility—
Maximum historical drawdown—
02 / RISK AND SCENARIOS
LAYOUT – NOT AN INVESTMENT RESULT
Drawdown and stress scenario table
ScenarioMetricNote
Historical period——
Stress scenario——
Sensitivity test——
03 / METHODOLOGY AND SOURCES
LAYOUT – NOT AN INVESTMENT RESULT
How the figures are obtained and interpreted
01Data sources and period
02Formulas and rebalancing rules
03Treatment of costs and other assumptions
04Limitations and scope of conclusions
Layout preview. Actual charts, tables, results and prices will only be added after the specific strategies and their calculations have been approved.
What you will receive with the strategy
The full strategy logic and the calculations supporting it
Before paying, you will see the strategy purpose, composition, application rules, scope of calculations, data used, included files, version and limitations.
STRATEGY
Purpose and core logic
The portfolio composition and application principles defined by the strategy, and the decisions it does not cover.
DATA
Sources, period and data date
The indices or asset class data used, currency, treatment of dividends, sample period and data update date.
RULES
Application, rebalancing and assumptions
An explanation of the strategy application and rebalancing rules, inflation, costs and other material assumptions.
CALCULATIONS
Historical strategy simulation
Return, volatility, maximum drawdown, recovery time, rolling periods and an appropriate benchmark.
RESILIENCE
Stress and sensitivity scenarios
How the conclusions change during crises, when weights, costs, the period or other important assumptions are changed.
DOCUMENTS
Sources, limitations, files and version
Limitations of the data and strategy calculations, a list of academic sources, the formats of included files, the version and the update policy.
Consistent comparison
Cards for a quick choice, a table for a detailed comparison
Three short cards will help you quickly shortlist a strategy, while the automatically generated table below them will compare every methodology, data, scenario, limitation and file field.
Scope
Question, data and period
What the report examines, which sources are used, what period they cover and when the data were updated.
Calculation
Methodology, metrics and assumptions
Which methods are used for modelling, which scenarios are shown, and which cost, inflation and rebalancing assumptions are applied.
Delivery
Files, limitations and version
Exactly what you will receive, what the analysis cannot prove, when it was prepared and whether later releases are included in the price.
Is this what you are looking for?
A ready-made strategy with calculations – you make the decision yourself
Every buyer receives the same version of the selected strategy. It does not assess your income, assets, goals or risk tolerance, so you decide whether and how to rely on it.
SUITABLE
You want to understand the strategy logic
You receive a clear description of the portfolio composition, application rules, data, assumptions, formulas and results.
SUITABLE
You want to see all the calculations
You want to see not only the average return, but also drawdowns, poor periods, costs and sensitivity to assumptions.
SUITABLE
You choose and apply the strategy independently
You compare the three strategies yourself, decide which one to buy and assess how to apply it to your situation.
A DIFFERENT ROUTE
You want a solution selected for your situation
If you need a personal suitability assessment and individual selection, a separate service is required.
Need a solution based on your situation?
An individual consultation starts by assessing your goals and circumstances.
Order emails are necessary to deliver the content. Consent to receive marketing news, if offered, will be separate and optional.
„,”tagName”:”shell”} –>From choosing to receiving the strategy files
How you will buy and receive the strategy
Access is granted only after the payment provider confirms the order – not merely when you return from the payment window.
1
Compare 3 strategies
Compare their purpose, composition, rules, data, risk, complexity of application and price.
2
Choose and check the package
Before buying, you see which descriptions, calculations, scenarios, files and strategy version are included.
3
Pay securely
Depending on the activated options and your device, the checkout may show bank payment, card, Apple Pay or Google Pay.
4
Receive confirmation and access
After confirmed payment, you receive a secure download link and accounting document on the order page and by email.
5
Assess and adapt it yourself
You decide whether and how to use the strategy. If you change its composition or rules, the supplied calculations may no longer describe your adapted version.
Three different products
A ready-made strategy, an individual plan or management?
They differ not only in price, but also in whether you receive a fixed study, a personal assessment or the execution of decisions.
| Product | When it is suitable | What you receive | Who makes the decision |
|---|---|---|---|
| Ready-made portfolio strategy with calculations | You want to choose a strategy independently and verify its logic | The strategy description, rules and calculation package for a fixed version | You, after considering other information as well |
| Individual investment plan | You need an assessment based on your goals, assets and obligations | A personally prepared action plan within the agreed scope | You, based on the individual plan |
| Professional portfolio management | You do not want to make day-to-day investment decisions yourself | A separately agreed professional management service | The licensed service provider under the agreement |
Frequently asked questions
What you should know before buying
Am I really buying a portfolio strategy here?
Yes. You are buying a ready-made, standardised portfolio strategy and its complete document package: the strategy logic, portfolio composition, application rules, calculations, scenarios, assumptions, risks, sources and limitations. This is not a recommendation selected individually for you or an ongoing management service.
Will the strategy be tailored to me?
No. Every buyer receives the same version of the selected strategy. It does not assess your personal circumstances – you compare the strategies, choose one, and assess whether and how to apply the selected strategy to your situation.
What exactly will I receive after payment?
You will receive the selected strategy description, portfolio composition, application rules and the entire calculation package listed on the specific product card: a PDF, calculation or data appendices, sources, limitations and version information.
Why does it not say “scientifically proven”?
No historical test can prove a financial market outcome. A report may rely on specific academic research and reproducible methodology, but it must show the assumptions, adverse scenarios and what the results cannot confirm.
Will I be able to verify the calculations?
Each product description will state whether a calculation appendix, such as XLSX or CSV, is provided with the PDF. The data sources, period and main formulas will always be identified.
Does the historical simulation predict future returns?
No. It shows how the selected strategy would have performed during the historical period used, under the specified assumptions. A different period, costs, taxes or market conditions may produce a completely different result.
Will I be able to pay with Apple Pay or Google Pay?
That is the plan. A specific method will only be shown when it is supported by the activated payment provider, your device and browser, and the card in your wallet. Sales will remain disabled until both selected methods have been tested in the staging environment.
When and where will I receive access?
After confirmation by the payment provider, a secure download link will be shown on the order page and sent to the email address you provided. Merely returning from the payment window in the browser will not confirm the order.
Will I receive signals or monitoring after the purchase?
No. A one-time purchase includes the selected version of the strategy and its documents, but not ongoing monitoring, trading signals, individual adjustments or portfolio management.
Will I receive future updates?
The initial purchase is a one-time payment for a specific version of the strategy and its calculations. If an update is ever included in the price, its period and scope will be clearly stated before purchase.
Can I modify the strategy for myself?
Yes, you decide how to apply it. However, the supplied calculations apply only to the stated version of the strategy – if you change the composition, weights or rules, new calculations are needed to assess the results.
Can I lose money?
Yes. If you make an investment decision based on the study, the value of investments may fluctuate significantly and you may get back less than you invested. The calculations in the report do not guarantee a result.
How will withdrawal from digital content work?
Before payment, the refund procedure and the rules for supplying digital content will be presented. If you ask for the content to be supplied immediately, you will be asked for separate express consent and acknowledgement of the loss of the right of withdrawal.
All the information before you decide
Buy a strategy only when it is clear what has been calculated and what it does not prove
Specific topics, prices and purchase buttons will only be activated once the methodology, data period, scenarios, assumptions, limitations, files, version and purchase terms have been provided.
The current purchase status and all information about the specific product are shown in the strategy catalogue.
