The purpose of the investment is the preservation and increase of capital

Expected yield – 8 – 10% annually

Investment period – from 3 years

The minimum investment amount is 300,000 USD

Dividends – every 6 months


Portfolio Description

Consists of shares of the largest US companies in the S & P 500 index.

The minimum capitalization of companies included in the portfolio is $ 100 billion.

The portfolio includes the following industries:

  1. Consumer Products (Apple, Coca-Cola, Procter & Gamble, Philip Morris International
  2. Technology (Google, Microsoft, Facebook, Verizon)
  3. Service and Retail (Amazon, Walmart, Home Depot, The Walt Disney Company)
  4. Financial sector (Goldman Sachs, Visa card, Master card, City Group)
  5. Healthcare (Johnson & Johnson, Merck, Pfizer, UnitedHealth Group Inc.)
  6. Industrial Products (Boeing, United Technologies Corporation, Honeywell International Inc.)
  7. Cash

Current Figure