PVI - ETF Portfolio

PVI – ETF Portfolio is aimed to be a very effective, cost efficient (subscription price 189,- Euro p.a.) publication which shows how to successfully invest in low-cost ETF portfolios.

“ETF Portfolio” appears in two semi-annual reports and quarterly updates. The publication is aimed at investors and savers intending to build and preserve capital and generate safe income.

Customer survey

PVI also conducts customer surveys within its readership and offers readers the opportunity to propose popular investments or financial instruments as potential newsletter content topics through a voting ranking. Securities ​​in which the necessary expertise can be formed and which are of interest for long-term investment or safe yields can be included in the publication.[1]

 

a) Trends for major asset classes

The publication usually appears every 6 months and comprises approximately 15-25 pages. The subscription includes quarterly updates of approximately 4-8 pages.

The medium- and long-term development of the most important (broadly diversified) asset classes, such as equities, real estate, bonds, precious metals, commodities and foreign currencies, is presented and forecast.  For this purpose, past developments are explained, the relevant price influencing factors are shown and potential future developments are forecasted.

The analysis will deal in particular with macroeconomic factors such as interest rates, money supply, debt situation, the competitiveness of an economy or the global situation. Furthermore, the “relative prices”[2] of the various asset classes are also presented and forecasted, as it is easier in this way to identify opportunities in a world of constant creeping inflation of the currency.

Occasionally, individual stocks, sectors or alternative investment opportunities are also included in the report if special opportunities with relatively low risks can be found here. In addition, hedging instruments such as put options or short instruments are also shown for weak (bearish) stock market phases in order to be able to hedge long-term investments tax-efficiently.

 

b) Income generating investments

As part of the publication, investment opportunities are presented which enable higher income yields (for example, through interest, dividends or rents) and at the same time have a relatively high level of security for the capital employed.

Such investments are often found in neglected real estate markets, during some market phases in high yield bonds or government bonds, in high dividend stocks and in private equity. Preference will be given to ETFs, individual securities or low-cost funds.

 

c) Highlighting of latent risk sectors and investments

In addition, latent risks are presented and explained, which are often not sufficiently discussed in public media, but could pose potential risks for prolonged temporary price losses or even pose substantial risks for loss of the invested capital. The aim is to inform the reader in such a way that he can avoid these possible risks in his account or can dispose of or hedge such investments in a timely manner.

 

ETF Model Portfolios

We will show 3 model portfolios (conservative, growth and income) which suite most investor types and which can be easily replicated. The concrete implementation of the identified investment opportunities is mainly based on cost-effective ETFs.

Portfolio weightings and compositions are discussed and time horizons, volatility, opportunities and risks of the respective financial instruments are explained.

The medium- to long-term focus is on a tax-efficient investment style with fewer shifts, which should not be understood as a simple “buy and hold”, but as taking advantage of longer-term cycles, which includes avoiding larger risks.

Prime View Insight

[1] Only financial instruments can be included in which the necessary knowledge can be acquired and price drivers can be examined and which have sufficient trading liquidity. It should also be noted that this does not constitute investment advice, as it is explicitly not addressed to the personal specific situation of the subscriber. Each subscriber may ask his investment adviser prior to his buy and sell decisions. The recommendations in our financial market newsletter merely represent an opinion of the author regarding the future development of the discussed financial instruments. The voting rankings serve only to explore the interests of the readership in order to make the stock market letter more interesting to read.

[2] A relative price is a ratio of two prices. For example “DAX Index Score”: “Gold price in Euro”. This shows how one asset class has developed relative to the other. In a world of constant creeping inflation, it is well known that several asset classes may be increasing in price – yet some are becoming more expensive than others. This can be made clear by their relative prices.

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