PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS AND INVESTORS CAN LOSE MONEY WITH ALL INVESTMENTS.
YourCapital Portfolio Construction Approach:
We use Modern Portfolio Theory models to create customized portfolios that are appropriate for the risk and return objectives of the client. This approach is used by many on Wall Street to create efficient portfolios and is one of the many approaches that can be used to create customized portfolios for clients.
YourCapital makes an effort to create diversified portfolios using historical risk and return data of asset classes and the correlations among these asset classes. Clients need to be aware that correlations among asset classes change over time and during periods of stress, markets can become highly volatile and uncorrelated assets can become correlated, thus adversely impacting investment portfolios.
Selection Of Securities:
We use several criterions to narrow down the selection of ETF's within various asset classes including factors such as tracking error, expenses, and volume. We select ETF's that have low expenses, low tracking error and high liquidity.
User Information:
The accuracy and relevance of customized portfolio advice provided by YourCapital is contingent upon accurate and complete answers to certain questions which YourCapital asks clients in order to assess their risk and return objectives. If the information provided by the client is incorrect, the resulting portfolios will not be suitable and relevant.
Other Links From YourCapital:
YourCapital, from time to time, provides links to other websites not under YourCapital's control as a convenience for you. YourCapital does not endorse the linked Web site, its sponsor, or any of the policies, activities, products, or services offered on the site or by any advertiser on the site. YourCapital cannot attest to or bear any responsibility for the accuracy of the information provided on the linked Web site. The links to other companies provided on the YourCapital's Web site are not intended to imply that the company endorses YourCapital's or its services.
