It is up to you to decide whether to implement only a portion of the strategies or all three. This decision depends on your existing personal portfolio, your investment goals, and/or your risk profile. We cannot provide universal recommendations for this. However, we are happy to assist with specific questions regarding the individual portfolios of VF-Wealth.

Absolutely. Every portfolio action is easy to follow.

You can expect to spend only a few minutes per week to stay informed and execute all the orders. Our investment approach is designed to be efficient and easy to follow, allowing you to manage your investments effectively without requiring significant time commitments.

The portfolios can and should be managed individually according to personal preferences; therefore, we cannot provide a specific guideline regarding the investment amount. However, it is advisable to reduce transaction costs by selecting a cost-effective broker.

The Dividend Strategy requires the purchase of multiple stocks to achieve optimal capital diversification, necessitating a higher investment amount. We recommend a minimum capital investment of $10,000; more would be preferable, as a lower amount may result in insufficient potential passive income.

Our comprehensive ETF Strategy is a holistic investment approach consisting of a dozen ETFs. This strategy is particularly suitable for investors looking to invest larger sums directly or in intervals. Again, we recommend a minimum capital investment of $10,000, with more being ideal. Additionally, through active portfolio management, we regularly provide updates on purchases and additional investments.

The position sizes or quantities for the orders are determined by the amount of investment capital you have available for each strategy. For the Dividend Strategy and the ETF Strategy, we provide the percentage allocations for each position. Of course, you have the freedom to emphasize weightings differently or to skip investments, as you are the manager of your portfolio and ultimately decide the level of risk you wish to take.

Aany broker should work well. However, we recommend conducting thorough research to find the one that best suits your needs. Some of the most popular brokers in the U.S. include Robinhood, Interactive Brokers, and Charles Schwab, among others. Each of these brokers offers distinct features and fee structures, so it’s essential to evaluate them based on your investment goals and preferences.

Whenever we make changes to a portfolio, we send out an email notification. This ensures that you are always informed about any new buy or sell orders.

Unfortunately, we do not offer individual assessments or personalized advice. However, this is not necessary, as our strategies are straightforward, cost-effective, and can be implemented with minimal effort. This approach allows you to save significantly compared to traditional investment advice or wealth management services. Within the scope of our investment service, we present multiple strategies, and you are welcome to ask us questions regarding these strategies or the securities traded within them.

You are the manager of your own portfolio. At VF-Wealth, we implement three investment strategies that you can follow individually or collectively, and you can also integrate them into your existing portfolio.

We are confident in our strategies, and you should feel the same about your portfolio. If that is the case, you can certainly enhance or adjust your existing portfolio based on our strategies. While we cannot provide individual recommendations, we are happy to answer specific questions.

Unfortunately, we cannot make the decision for you regarding which strategy you would like to follow. The two strategies form a comprehensive investment concept, but each one can also stand alone. Ultimately, you must decide which strategy best suits you if you cannot or do not wish to implement both approaches. However, we are more than happy to provide assistance with any specific questions you may have.

We cannot specify an optimal weighting of the three strategies that would be suitable for everyone, as this depends on factors such as your risk tolerance, your goals, and your life stage.

The Dividend Strategy is particularly well-suited for generating passive income during retirement or later stages of life, unless you are fortunate enough to have sufficient assets earlier on to implement this strategy. From our perspective, this strategy can be allocated 30 to 50 percent of the total investment capital.

Our ETF Strategy excels in both smart asset management and wealth accumulation. This strategy can represent 50 to 70 percent of the entire investment capital.

Deviating from these suggested weightings of the three strategies based on your individual goals is not only possible but can also be advantageous.

As a U.S. investor, you typically benefit from purchasing U.S.-domiciled ETFs due to favorable regulations and tax implications. However, we cater to both the U.S. and European markets. For each position in our ETF Portfolio, we provide two options: one U.S.-domiciled ETF and one European-domiciled ETF. This approach ensures that you can replicate our ETF strategy as intended while complying with applicable laws and regulations. You can select the option that best aligns with your investment strategy and tax situation.

Yes, as a subscriber, you can send your questions directly to our chief editor via email. Your inquiries will typically be answered within 24 hours.