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Apr 26, 2023, 7:54:00 AM

Profitability on portfolios "First Steps" and "Optimal" is set on the growth path

At the end of April 2022 the total estimated profit on the First Steps and Optimal investment portfolios amounted to $626.9 and $997.88, respectively. Such results were summed up on April 18, 2022 by the Esperio investment portfolio management team.

Taking advantage of geopolitical instability, the managers of the online broker Esperio over the past two months were able to compensate for drawdowns in a number of instruments with short-term gold transactions. As a result, it was possible to achieve portfolio alignment and reach the target yield path, despite the turbulence of the stock market.

Over the past two months, gold transactions have generated more than $1,100 in profits for the conservative First Steps portfolio and over $1,900 for the Optimal portfolio.

In addition, in April it was possible to close a number of transactions on shares that had been opened since the end of 2021 with a profit. In particular, in the investment portfolio "First Steps" the shares of Caterpillar (CAT) were sold for a profit of $170.8, and in the investment portfolio "Optimal" a profit was received from the sale of the CME shares, Kraft Heinz (KHC) and Tesla (TSLA) in the amount of $334.6, $443.2 and $37.57 respectively. Received a dividend on Verizon (VZ) assets of $19.2.

Managers of the global broker Esperio develop investment portfolios, taking into account various strategies and accepted risk, balancing them in terms of the investment period and projected profit.

Throughout the entire investment period, Esperio provides full transparency, regular monitoring of performance and rebalancing of portfolios to ensure the stated return and risk, a thorough analysis of the results, and also provides investors with detailed reports.

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