Yes, you can. You can do this absolutely free of charge through the Interactive Brokers LLC website or mobile app.

No, unfortunately this is not possible. We are registered advisors and wealth managers only with Interactive Brokers LLC and are not currently considering obtaining such registration with other brokers. This is due to two reasons: commissions with Interactive Brokers LLC are much lower than with other brokers, which allows us to significantly reduce commission costs, thereby increasing client profits and our remuneration as advisors, respectively. The second point concerns insurance of assets in a brokerage account. In many European countries, the amount of insurance coverage is only 20,000 euros. In the USA, the amount of insurance coverage for a brokerage account is 500,000 US dollars, which is more suitable for us and our clients.

Different target audiences have different needs and requests. For some, buying government bonds in hryvnia looks like an excellent investment. However, for amounts of $50-100 thousand, there are additional factors that influence the choice of investment instruments. Among them:

– a stable and predictable source of income outside Ukraine;

– protection of capital from depreciation by transferring assets to hard currency;

– purchase of assets that tend to appreciate in price, respectively, an increase in the amount of capital;

– Transfer of capital to a more reliable jurisdiction;

– stable and predictable cash flow in currency;

– diversification of the risks of having 100% of capital in one country;

When a person’s capital crosses the threshold of $50-100 thousand, the main factor to pay attention to is no longer profitability, but reliability and preservation of capital. Therefore, not all investors consider government bonds to be the most optimal option for investing their funds.

It is likely that one or more companies in the portfolio may start to have problems. We have encountered this more than once, so there are ready-made solutions:

1. Situation one – we discovered the problem in advance and can sell the stock at a profit. The best option is to simply exit the position and fix the profit.

2. Situation two – we noticed it when the position was already averaging. This is worse than the first scenario, but very often, thanks to averaging, you can exit without losses (one part of the shares is in the red, and the other is in the red). We sell the position, the profit on one part of the shares covers the loss from the other and redistribute the capital.

3. Situation three – the problem became obvious when the stock had already lost up to 20% of its value. The situation is not the most pleasant, but it is not entirely impossible. If we understand that it will only get worse in the future, then we look for a “springboard” to replace this stock. We look for a good company that is currently undervalued and is trading at a discount of up to 20% of its real value. Then we exit the negative position by selling it at a loss and buy a good company at a discount. When the company returns its value, we sell it and return our money. This scenario is not excluded and we have already gone through this process many times and thus returned the invested money.

4. Situation four – a sharp change in the company’s business or external environment has led to its fall by more than 20%. This is the worst of the potential situations, since in this case there is nothing much to do except wait for the company’s business to go up or the external environment to change and the quotation to return to at least the -20% zone. To avoid the criticality of such situations, we make a wide diversification, in which the share of one company usually does not exceed an average of 2-3% of the capital. Accordingly, even the complete bankruptcy of the company will not prevent the portfolio from quickly recovering and continuing its growth.

For citizens of Ukraine, the tax on dividends on US and Canadian stocks is 15% of the amount of dividends received. This tax is calculated and withheld by the broker automatically. No additional actions by the client are required for this. At the end of the year, an extract of all taxes paid is available in your personal account.

There are several models for calculating commissions for capital management. Almost all capital managers use a commission model based on the calculation of 1-2% of the capital amount per year, regardless of the result. We believe that this model is not a WIN-WIN model, since even in the case of a negative result, the manager receives his commission, which is generally not the most optimal solution for the client.

Therefore, we decided that this commission model does not suit us, and we will use only the model of dividing the received profit between the manager and the client, so that everyone is interested in the most positive result. In order for us to earn a lot, our clients must first earn a lot. It’s simple.

In terms of the final costs of management commissions, our models do not differ. With a capital of $ 100,000 in the usual model, the manager receives $ 1,000 – $ 2,000 per year, even if the result of his work is unsatisfactory. In our commission model, with a portfolio of 100,000 USD and a return of 10% per annum, we will receive 1500-1900 USD per year in commissions, but only if we bring the client a real 10% of the profit, which is credited to the client’s account as the received profit. If the profit is less, then the commissions will be less. No profit – no commissions. Everything is transparent and only WIN-WIN.

You can. Shares are not a guaranteed return instrument and involve risk and risk premium. However, it is possible that a partial loss of capital may result. We do everything possible to manage risks and prevent capital loss, but such an option is not excluded. In the event of such an outcome, we do not bear any financial responsibility and are not obliged to cover this loss. All financial responsibility lies entirely with the investor. If you are not ready for a partial loss of capital, we recommend that you consider other investment instruments

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