TRENDSET - Estratégia Passiva de Investimentos-Passive Investment Guidance

Example

Creating a diversified investment portfolio with a mix of ETFs that cover various asset classes, including domestic and international stocks, bonds, and real estate.

Scenario

A new investor wants to start investing for long-term goals but lacks the expertise. TRENDSET provides a step-by-step guide to selecting appropriate ETFs based on the investor's risk profile and investment objectives.

Example

Offering educational resources on the principles of passive investing, the benefits of ETFs, and how to manage investments over time.

Scenario

An investor looking to switch from active stock picking to a more passive investment strategy uses TRENDSET's resources to understand how to make this transition smoothly.

Example

Advising on when and how to rebalance the investment portfolio to maintain the desired asset allocation.

Scenario

After a year of significant market movements, an investor uses TRENDSET's advice to adjust their portfolio, selling some of the over-performing assets and buying under-performing ones to maintain balance.

Example

Guiding users to set up automatic monthly contributions to their investment accounts to leverage dollar-cost averaging.

Scenario

A young professional aiming to build a nest egg sets up an automatic investment plan through TRENDSET, contributing a fixed amount from their salary to their ETF portfolio every month.