Our services

“Easy Start” consultation on the stock market. Suitable for people who just want to start their journey of investing in the stock market. We will talk about the main strategies for working in the stock market, how to analyze companies, what to pay attention to, where to open a brokerage account, broker commissions, tax rates in different countries, deposit/withdrawal of money, limits, etc.

For those who want to manage their capital independently, but are not ready to analyze hundreds or thousands of companies in search of investment-attractive ones, we are ready to offer our internal analytics, according to which we make our investments.

The analytical report includes the name of the company, type of activity, company prospects, entry and exit points, allocation, as well as the projected total and annual percentage return. We do not focus on short transactions. We focus on companies whose shares can be held for at least several years and which would give us a solid return on invested capital.

For investors, we are ready to offer analytics on companies with a projected annual return of 15 to 25% for at least 3 years or from 45 to 75% of total return for this period. An investor using this analytics only needs to buy the shares specified in the report at the price indicated in it and hold until the target price is reached.

IMPORTANT INFORMATION: any analytical information is nothing more than a forecast that may or may not come true due to circumstances that are often beyond the control of neither the analysts nor the company. Therefore, it is important to understand this and adhere to the following rules for working with our analytical materials:

a) this analytical information is used for our internal strategies, which require starting capital of 50,000 USD and is not used for smaller amounts. If your capital is less than 50,000 USD, we recommend that you contact us for additional advice or not use this analytical information.

b) we recommend that you carefully follow our allocation recommendations (i.e. what % of capital is recommended to be allocated to a given position) and not exceed this threshold. Exceeding the allocation threshold threatens to unbalance the portfolio in a negative scenario of events, the inability of other positions in the portfolio to compensate for possible market fluctuations and, as a result, may lead to a possible partial loss of invested capital.

c) stocks are a rather volatile financial instrument and no one can accurately predict what the price of a given stock will be tomorrow. If you are not ready for drawdowns of -50% of the entry price, to hold for more than the specified period, if you are “pressed” in finances and expect that this transaction will bring the stipulated profit within the stipulated period, then it is better not to use these analytical materials and do not open positions on them. In all of the above cases, a negative result awaits you.

d) it is important to remember that we do not bear financial responsibility for the final result. We provide analytical information that we use independently in our investments, however, the final decision and responsibility for its use lies solely with you.

Capital management:

a) MAXXIMUS CAPITAL TOTAL RETURN 50

MAXXIMUS CAPITAL TOTAL RETURN 50 is an investment strategy that aims to maximize long-term risk-adjusted returns on invested capital, taking into account both the returns from price appreciation and dividend payments. This strategy is suitable for more aggressive investors who want to receive an increased return on invested capital compared to the classic dividend strategy.

In this strategy, we collect a portfolio of 50 companies from the USA and Canada that meet the following criteria:
1. the company’s shares have a historical growth trend;
2. There are positive analysts’ forecasts for the growth of earnings per share and revenue of the company;
3. the company provides services or produces a product that is either impossible or difficult to abandon;
4. the company has internal diversification of sources of income, services or manufactured products.

Analyzing companies based on compliance with these criteria, we give each company a rating and a share in our portfolio from 1% to 5%. For effective risk management, it was decided to limit the maximum share of each company in the portfolio to a threshold of 5% of the total capital. If the 5% threshold is exceeded, we partially sell this company and partially fix the profit. This step is a precautionary measure against portfolio concentration and protects the portfolio from a large drawdown in the event of a sharp drop in the value of the shares of one of the companies in the portfolio.

This approach has already proven its effectiveness. We regularly receive dividends on all 50 companies in the portfolio, which gives us a stable cash flow, as well as additional income in the form of both short-term profit on partially sold positions and long-term growth in the value of the portfolio due to positions held in the portfolio within their shares.

The overall long-term target return is over 15% per annum in US dollars The dividend yield is 3-3.5% per annum in the early stages of investment with an annual growth of approximately 7-10%. The investment term is from 5 years.

b) MAXXIMUS CAPITAL VALUE 50

MAXXIMUS CAPITAL VALUE 50 is an investment strategy designed for more conservative investors and consists of buying shares of companies that consistently pay dividends over a long period of time and regularly increase them year after year. The strategy provides a regular, predictable cash flow and is suitable for conservative investors who want to immediately see a clear and predictable return on their invested capital, as well as be able to immediately use the dividend flow to finance their daily expenses.

In this strategy, we collect a portfolio of 50 companies from the USA and Canada that meet the following criteria:
1. the company consistently pays dividends and increases them over time;
2. the company’s shares have a historical growth trend;
3. There are positive analysts’ forecasts for the growth of earnings per share and revenue of the company;
4. the company provides services or produces a product that is either impossible or difficult to abandon;
5. the company has internal diversification of sources of income, services or manufactured products.

Total target return of over 10% per annum in US dollars
Dividend yield – 4-5% per annum in the early stages of investment with annual growth of approximately 5%.
Investment term – from 5 years.

c) MAXXIMUS CAPITAL RETIREMENT PLAN

MAXXIMUS CAPITAL RETIREMENT PLAN is an investment strategy designed for people who want to secure an alternative source of retirement benefits in order not to depend on the state pension. The strategy is designed for 10-20 years of investment, as well as reinvestment of all income received during this period.

Thanks to this approach, it is possible to accumulate significant capital, which will be used either as the main source of pension or as an additional source of payments in addition to the state pension.

The total target return is more than 12.5% ​​per annum in US dollars.

The strategy provides for the capitalization of dividend payments for the entire investment period.
Dividend yield – 4-5% per annum in the early stages of investment with annual growth of approximately 5%.
Investment horizon – from 10 years.

d) MAXXIMUS CAPITAL GROWTH 50

MAXXIMUS CAPITAL GROWTH 50 is an investment strategy whose goal is to maximize long-term risk-adjusted returns by investing in fast-growing companies that do not pay dividends and reinvest all profits in their development, market capture, mergers and acquisitions, etc. The investor’s profitability depends only on the growth of the quotes of these companies. This strategy is suitable for aggressive investors who want to get an increased return on invested capital compared to classic strategies.

This strategy is in the development stage. Forecasted returns will be available later.

e) MAXXIMUS CAPITAL PULSE 50

MAXXIMUS CAPITAL PULSE 50 is a speculative investment strategy that aims to maximize risk-adjusted returns on invested capital by investing in companies that are trading “below market” and exiting the position when the company’s price becomes “above market”.

This strategy is in the development stage. Projected returns will be available later.