Infinity Wealth Advisory LLC offers investment products based on investors’ risk appetite and annualized return goals. Infinity Wealth Advisory LLC offers the following investment routes: (1) Investment Grade 1: Diversified Investment Fund and (2) Investment Grade 2: Dynamic Investment Fund.

 

Investment Grade 1: Diversified Investment Fund

 

Minimum Investment Tenure: 12 months

Tentative Net Profit After Fees and Commission: 12-15%

Maximum Drawdown: -5%

Minimum Investment: 10,000 USD

Currency: USD

Management Fee: 0%

Performance Fee: 25%

Risk Score: 3/10

 

The Diversified Investment Fund is a strategy that is used for the defensive, value-based investor. A rigid stop loss measure is used at all times. No leverage is used. This fund is typically designed for investors with a low-risk appetite. The investment is hedged with a multi-sector investment portfolio; investment decisions are Driven by strong fundamental and technical analysis. However, it is not a typical buy and hold approach, for instance, if share prices of $NFLX is falling, we do not intend to hold it below -5% of total investment value. Moreover, when technical and fundamental metrics indicate potential underperformance of a security, there is a strong likelihood that a quarterly short-selling exercise may well be initiated. Our valued investors should be made aware that there is no rigidity to going long, as often on occasions, our portfolio may entail a series of stocks that we presume are fundamentally and technically overvalued, and therefore we will take short positions on these securities. Attention to net profit margin, free cash flow, revenue growth – particularly revenue growth per quarter, as well as the asset to debt ratio, and other key fundamental metrics are used to deduce our long/short investment decisions.

 

Furthermore, assuming an investor, investor X, invests $100,000. Allocation will be spread across equities, forex and commodities. Moreover, concentration on equities will not focus only on one specific sector i.e. tech growth stocks, but on a wide array of A-grade equities, to mitigate the potentiality of a Drawdown. For instance, at most $10,000 of the total $100,000 invested, which is 10% of total portfolio value, may be allocated to growth stocks. Additionally, aforementioned, both long and short investment routes will be taken. For overvalued stocks, short-selling is also an instrument that will be used in your portfolio, to maximize returns for our valued investors.