If you are done with the lack of transparency, hidden fees, lack of performance, need for weekly or daily action, and you would like to invest in the long term, with controlled risk, full control of your investments, and no worries, just to capture your return on investment every 6 months, then SmartInvest is your choice.

Invest&Rest Portfolios implement proven strategies such as Mean-Variance Markowitz diversification that maximize Return/Risk relation and are designed to perform reasonable well in both Bull and Bear Markets and maximize the relationship Return/Risk in the long run.

The portfolios balance the risk of its underlying assets through a Markowitz Mean Variance Algorithm that maximizes the benefits of diversification and thus, maximizes the Return/Risk relation. The portfolio allocation will be calibrated every semester for long term conservative investors who are not looking to follow their investments on a weekly or daily basis.

The main target of I&R portfolios is to generate stable returns and to minimize potential losses. The instruments weights are optimized through Markowitz Mean-Variance Portfolio that allocates its individual instruments weights with the goal of Maximizing the Relation Return/Risk and thus perform well regardless of the predominant market environment.

Invest&Rest Portfolios are invested in highly diversified and balanced portfolios. Asset classes include nominal bonds, inflation-linked bonds, sovereign and corporates, equity and commodity markets.

The risk exposure is managed through asset class selection that incorporates outlook and changing restrictions in Invest&Rest´s Algorithm. The goal is that instead of creating a risk profile has the following characteristics, we develop an all weather portfolio that will perform in the long term.

After subscribing to the service, members will receive every month a newsletter with the portfolio composition and performance over the period.

Every 6 months, members will be notified to update their portfolio composition and can instruct their bank or use their own on-line bank to update the portfolio weights and assets according to the newsletter.