The purpose of the investment is capital preservation

Fixed yield – 5% annually

Investment period – from 3 years

The minimum investment amount is 300,000 USD

Dividends – every 6 months

Portfolio Description

The portfolio consists of corporate bonds and US stocks included in the S & P 500 index. The minimum capitalization of companies included in the portfolio is $ 100 billion.

Portfolio asset structure

  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