Investment solutions

A convenient and safe way to invest your capital in the world's leading companies.

Stock market

Investments in the stock market are investments in companies, therefore you own a part of the specific companies in the portfolio, and the return reflects the increase in the value of the companies and includes also the dividend payment. Like investments in real estate or venture capital, equity investments are backed by future cash flow from real assets and are therefore virtually inflation-proof. For the investor who is ready to invest for the long term, a diversified investment in the global stock market is a smart way to cover inflation and generate profit. Stock investing is an appropriate strategy in case of long investment period, which would help to mitigate potential volatility of the portfolio.

Historical performance

 

Vidēji gadā202420232022202120202019201820172016
Alphinox TOP 8 stratēģija*18.7%5.2%44.9%-31.6%47.9%17.3%36.8%9.3%14.8%18.6%
MSCI Pasaules indekss10.7%2.9%19.6%-13.0%31.0%6.5%29.9%-4.1%7.5%10.7%

More about Alphinox investment strategies

Safety

Alphinox is an investment company licensed by the Bank of Latvia. Alphinox acts only as a manager giving buy or sell orders to client’s brokerage. It does not hold any client funds. This means that all securities are in customer accounts with custodian banks. The invested assets of the clients are also not on the balance sheet of the custodian bank, thus the counterparty risk is excluded (it is not necessary to diversify the portfolio of securities in several banks in order not to exceed the guaranteed amount of the guarantee fund). Investments are made only in liquid securities, which allows, if necessary, to promptly sell open positions without unnecessary costs within 1-2 days.

Alphinox’s managed portfolios primarily consist of large well-known companies listed on global stock exchanges. Analyst team makes careful check of the company’s financial position, business model and industry to ensure that potential risks are minimized.

Independence

The management team and shareholders of Alphinox are involved in daily processes that ensure fast and efficient decision-making. One of the largest in-house analyst teams in the Baltics, allows us to make independent investment decisions based on thorough data analysis. High quality companies in any market are few. Our team's goal is to find them and create a diversified portfolio with higher returns and lower risk than the general market.

Transparency

Investment decisions are based on detailed data analysis, therefore we know each company in which we invest. Our clients have access to full information about the investment decisions made. Clarity and transparency in all aspects, in our opinion, is a prerequisite for long-term cooperation. Therefore, the commissions are also simple and fair, and the client chooses the most suitable fee structure.

FAQ

  • Almost 20 years of experience and one of the largest financial market analyst teams in the Baltics allow us to make independent investment decisions based on clear and detailed data analysis. We know every company which we select into investment portfolio, and our clients have access to full information about the investment decisions made.
  • It is not possible to predict portfolio return, especially in the short term. Historical performance of the stock market in the long term (> 3 years) is around 8-10% a year. We have proven that we can create investment strategies that have higher returns and lower risk than the general market.
  • Investments are made in stocks of companies, which means that investors become partial owners of the specific companies in the portfolio. Stock return reflects the increase in the value of the companies and includes paid dividends. There are only a few high-quality companies in the general market and our team's goal and focus is to find them and create a diversified portfolio.
  • We do not apply a minimum investment amount. Becoming Alphinox customer, you can start with any amount of capital. However, to cover service costs, minimum monthly commissions can be applied (depending on the selected custodian bank), therefore it is recommended to create an investment portfolio starting from EUR 50 thousand.
  • Clarity in all aspects, in our opinion, is a prerequisite for long-term cooperation, so the commissions are also simple and transparent. The standard management fee is 0.8% per year of the portfolio value. It is possible to reduce the management fee by making payments from the profits made.
  • Alphinox is an investment company licensed by the Bank of Latvia. Alphinox acts only as a manager giving buy or sell orders to client’s brokerage. It does not hold any client funds. This means that all securities are in customer accounts with custodian banks. Alphinox’s managed portfolios primarily consist of large well-known companies listed on global stock exchanges. Analyst team makes careful check of the company’s financial position, business model and industry to ensure that potential risks are minimized.
  • The investment period is not fixed, the client can stop using Alphinox services at any time, and sell the securities portfolio or continue to manage it independently. In case less than 18 months have passed since the start of the service, the client will need to pay a management fee for this period.
  • Send your contacts to info@alphinox.com, 26161168 (WhatsApp) or call 67808975. We will answer the unclear questions and send the necessary documentation to become our customer.
  • The value and performance of all securities in the portfolio can be seen at any time in the custodian's bank account. Customers receive a detailed portfolio report once a quarter. Information about the portfolio companies and investment decisions made is also available to clients upon request.