Minimum investment amount: $20,000USD
No permanence clauses.
No withdrawal penalty.
Investments are made on the U.S. stock exchange
Our portfolios are diversified, with a higher allocation to equities (Stocks), passive investment (ETFs), and alternative investments (Futures and options).
Portfolios are mostly weighted between 40% and 60% in equities, 20% in passive management, and between 10% and 15% in alternative investments, depending on client objectives and risk profile.
70% STOCKS
10% CURRENCIES
10% FINANCIAL OPTIONS
10% FUTURES
Click for detailed information
Our exposure to stocks is diversified across key sectors including technology, healthcare, consumer staples, and energy. This strategy ensures the portfolio is well-positioned to capture growth in different areas of the global economy, reducing dependence on a single sector.
Currency positions are linked to economies that rely on key sectors such as energy, industry, and financial services. This diversification in currencies helps protect us from exchange rate fluctuations that impact specific industries.
The options we manage are primarily related to high-volatility sectors such as technology and energy, where opportunities to generate income or protect positions are more frequent. This allows us to adjust our strategies according to market trends.
Regarding futures, we are exposed to commodity markets such as oil, precious metals, and agricultural products, sectors that play a crucial role in the global economy. This allows us to capitalize on price fluctuations in fundamental sectors.
October 2024
2.78%
Annual Performance Report QQ Capital Annualized
20.73%
| Month | 2023 | 2024 |
|---|---|---|
| January | 1.12% | 4.25% |
| February | -0.20% | 5.03% |
| March | 0.44% | -2.33% |
| April | 1.05% | 5.75% |
| May | 1.53% | 2.70% |
| June | 1.05% | 0.31% |
| July | 5.38% | -1.42% |
| August | 3.23% | 1.26% |
| September | -1.27% | 2.40% |
| October | 2.70% | 2.78% |
| November | 2.28% | |
| December | 4.57% | |
| Total | 22.28% | 20.73% |
Minimum investment amount: $5,000USD
Minimum capital permanence: 24 months
Penalty for early withdrawal: 10% of the principal between months 0 and 11; and 5% between months 12 and 23.
Profitability can be withdrawn at any time.
Investments are made on the U.S. stock exchange
Our Serenity portfolio is balanced for minimum risk and consistent returns of close to 12%.
The portfolios are mostly weighted between 40% in equities, 20% in government bonds, 20% in currencies and 20% in gold, with the objective of risk smoothing.
40% STOCKS
20% CURRENCIES
20% BONDS
20% GOLD
Click for detailed information
The Serenity portfolio includes exposure to defensive and stable sectors such as basic consumption, health, and public services. These investments are designed to offer moderate growth with a focus on long-term stability, minimizing volatility.
Currency exposure is centered on developed economies, with key sectors such as manufacturing, technology, and energy. This strategy allows taking advantage of opportunities in international markets with low correlation to stocks.
The allocation of bonds is diversified in high-quality government and corporate debt, focused on sectors such as infrastructure and financial services. This provides stable income and reduces the overall portfolio risk.
Gold plays an important role as a safe-haven asset, offering stability in times of economic uncertainty and protecting the portfolio against inflation. Its inclusion in the Serenity portfolio helps balance risks in other assets.
October 2024
1.26%
Annual Performance Report QQ Capital Annualized
6.82%
| Month | 2023 | 2024 |
|---|---|---|
| January | 0.52% | 0.71% |
| February | -0.04% | 0.03% |
| March | 1.42% | 1.34% |
| April | 0.34% | 1.22% |
| May | 0.58% | 0.36% |
| June | 0.61% | 0.32% |
| July | 0.39% | 0.09% |
| August | 0.98% | 1.21% |
| September | -0.38% | 0.28% |
| October | 2.05% | 1.26% |
| November | 1.82% | |
| December | 1.14% | |
| Total | 9.43% | 6.82% |
Minimum investment amount: $10,000USD
No permanence clauses.
No withdrawal penalty.
Investments are made on the U.S. stock exchange
Our Classic portfolio is diverse, devoting more investment to equities (stocks), and diversifying into assets that help hedge risk.
The majority of the portfolios are weighted with 50% in equities, 20% in currencies, 10% in gold and 20% in alternative investments.
50% STOCKS
20% CURRENCIES
20% FINANCIAL OPTIONS
10% GOLD
Click for detailed information
Half of our Classic portfolio is invested in stocks of solid companies, diversified across key sectors such as finance, technology, industry, and consumer staples. This combination provides stability and long-term growth, leveraging the strengths of various economic sectors.
The currency diversification includes positions in both strong and emerging market currencies, with exposure to key sectors like energy, industry, and exports. This allows us to mitigate risks and seize international opportunities.
The financial options in this portfolio are primarily focused on volatile sectors such as technology, energy, and financial services. We use these strategies to generate additional income or protect the portfolio from adverse market movements.
Gold acts as a safe haven asset in this portfolio, providing stability during times of economic uncertainty. Its role is key to balancing risk and protecting the portfolio's value against inflation or volatility in other markets.
October 2024
2.37%
Annual Performance Report QQ Capital Annualized
9.33%
| Month | 2023 | 2024 |
|---|---|---|
| January | 1.14% | 0.61% |
| February | -0.27% | 1.01% |
| March | 0.17% | 0.03% |
| April | 1.08% | 1.36% |
| May | 1.23% | 0.63% |
| June | 1.23% | 1.25% |
| July | 0.91% | 0.27% |
| August | 1.07% | 1.12% |
| September | -0.35% | 0.68% |
| October | 1.10% | 2.37% |
| November | 1.49% | |
| December | 1.23% | |
| Total | 10.03% | 9.33% |
Hello! How can I help you?
Hello!
I am your 24/7 advisor. I am an artificial intelligence (AI) tool that helps you improve your financial health and protect your savings.
Get started nowCopyright © 2024 | QQ CAPITAL INVESTMENT FUND. All Rights Reserved.