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Private Banking
Portfolio characteristics
The portfolio is primarily managed using a classic value investing approach. In constructing the portfolio, we select 20 to 40 specific equity securities. We focus mainly on large, mature companies that are leaders in their industries. In addition to traditional fundamental analysis, we also utilize detailed quantitative screening that focuses on important corporate indicators. Examples include dividend yield, revenue growth, profit development, and many others.
The minimum portfolio volume is CZK 10 million, of which at least CZK 2 million is allocated to the equity part.
Investor types and their model portfolios
Reporting
Sophisticated reporting provides you with useful information about the portfolio down to level of the particular securities. RBroker gives you an online view of the current structure of your Dividend Blue Chip portfolio. This includes, in particular:
- status report
- transaction report
- portfolio performance
- cash transactions