Basic information
Portfolio nature / Investment strategy and objective
Risk warning
Portfolio Type Stock
Structure World’s Blue Chips, Dividend Shares, High Yields Stocks
Portfolio Manager Mercurius Pro, o. c. p., a. s.
Date of establishment 1/4/2020
Denomination USD
Minimum Deposit 25 000 USD
Investment horizon 3 years
Exit terms 1 month notice period

The portfolio is suitable for dynamic investors, with a medium risk propensity. At the heart of the portfolio are Blue Chips from individual indices (S&P 500, DAX, Nikkei 225, etc.], dividend sub indices (DivDAX,etc.) and shares with an above-proportional dividend yield.

Investment strategy and objective

The selection of titles is based on the criteria of market capitalisation and performance of the stock. For example, from the S&P 500 and leading U.S. companies, Micron Technology, inc., McDonald's Corporation, The Coca-Cola Company, Bank of America Corporation, AT&T Inc., JPMorgan Chase & Apple Inc., Mastercard Incorporated, Visa Inc., Facebook, Inc., Alphabet Inc., Amazon.com, Inc., Microsoft Corporation and Apple Inc. currently represent this combination for us.

On the basis of long-term growth coefficients, the portfolio was selected by the leaders in specific index categories. The portfolio was subsequently supplemented with appropriate dividend titles and will eventually be supplemented by indices and high-yield shares of closed funds.

At the same time, the performance of municipal, state and corporate bonds is also monitored.

The floating ratio between individual titles is subject to regular quarterly adjustment. The default requirement is the performance of individual components. The regression ratio of net assets in relation to dividend titles is has a regressive nature. The time until maturity of the portfolio is shortened as time goes by. This means that the beginning of the period is characterised by a significantly prevailing representation of shares in the portfolio at the expense of dividend titles.

After maturity, the ratio changes. The proportional representation of dividend titles will increase compared to the initial phase.

Investment strategy Dynamic
Risk factor 1 2 3 4 5 6 7

The aggregate risk indicator is an indicator of the comparison of the level of risk of this product compared to other instruments. It indicates the probability of losing an invested amount in a product due to market movements. We classified this product as 5 out of 7, which is the third highest risk class. This assesses potential performance losses in the future at a higher mid-level and is likely to have adverse market conditions affecting your investment.

In connection with the risk indicator, it is assumed that you will hold the product for 3 years.

This table shows possible scenarios for the development of an investment of $10,000

Scenarios 1 year2 years3 years
Stress scenario 8 9108 5808 262
Unfavourable scenario 9 6309 2738 930
Neutral scenario 10 66611 37612 134
Favourable scenario 11 36412 91514 678

This table shows how much money you could get back over the next five years in different scenarios, provided you invest $10,000. These scenarios suggest what results might result from your investment. You can compare them to other product scenarios. The scenarios presented represent an estimate of future performance based on historical and projected developments and do not constitute an exact indicator. How much money the investment will bring will vary, especially depending on what the development of the SP500 index will be and what the overall development on world markets will be. It will also be important whether you keep the amount invested for the entire intended period. The stress scenario shows the return under extreme market conditions and does not take into account a situation where the product creator will not be able to pay off your investment. These values do not include the costs of the product itself, in particular the entry and management fee, as well as the profit charge.

Trading is risky, and the value of the investment can grow and fall. Past revenues are not a guarantee of future returns. You can lose even more than your entire original deposit. Consider each of your transactions carefully first. Do not make any trades if you do not understand all the risks carefully. More information can be found on our website www.mercurius.pro.

Before deciding to invest in managed portfolios, a potential investor should pay attention to the key information document. The information provided in this report is of an informational nature only and is not intended to replace the key information document or provide a complete summary thereof.

The data on past rates and yields presented in this document cannot be considered to be an indicator of future developments. The value of the investment can both rise and fall over time and neither Mercurius Pro, o. c. p., a. s., nor anyone else can guarantee the return of the amount initially invested, nor can they assume any responsibility for the actions taken on the basis of the details in this document, nor for the accuracy and completeness of such data, and therefore they recommend that investors consult expert advisers regarding their investment intentions.

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Trading is risky. You can lose even more than your entire original investment. Consider each of your transactions carefully first. Do not make any trades if you do not understand all the risks carefully. When using leveraged products, the risk increases extremely.

Mercurius Pro, o.c.p., a.s. conducts exchange trades through Interactive Brokers LLC, hereinafter referred to as IB, which is a registered securities trader, a member of the Futures Commission Merchant and Forex Dealer, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organisations.

Mercurius Pro, o.c.p., a.s. is not the only approved broker, broker, third party financial adviser or hedge fund recommended by IB. IB provides Mercurius customers with clearing and execution services. None of the information contained on this site constitutes a recommendation, offer or solicitation to offer to buy, sell or hold any security, financial product or instrument or to implement any particular investment strategy. Neither IB nor Mercurius Pro o.c.p., a.s., represents or assumes any responsibility for the accuracy or completeness of the information provided on this website.

Payment services for Mercurius Pro, a.c.p., a.s. (non-MiFID/no card products/no investment products) are provided by The Currency Cloud Limited. Registered in England No. 06323311. Registered Office: Stewardship Building 1st Floor, 12 Steward Street London E1 6FQ. The Currency Cloud Limited is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199).