Why PhillipCapital Individual Portfolio Management?
Your portfolio is managed with transparency and in line with your risk preferences by PhillipCapital's expert portfolio managers.
You can follow your portfolio online whenever you want.
We currently offer three different Individual Portfolio Management models for our investors.
Portfolio Management Models
Model 1 — Balanced Portfolio
In this model, the distribution of cash, foreign currency and stocks is determined according to your personal risk preference. Your portfolio; It is optimized taking into account your investment profile, target return and market conditions.
Model 2 — Stock-Weighted Portfolio
In this model, the equity ratio is higher. In order to manage market risk, short positions can be taken in Index Futures Contracts when necessary. The aim is for the selected stocks to provide returns above the index.
Model 3 — Capital Protected Portfolio
This model is a capital-protected portfolio created with a one-year maturity. The majority of the portfolio is invested in cash transactions; The remaining part is used in futures transactions.