FAQ

Most frequent questions and answers

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-Invest.

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 investment amount for the portfolios can and should be tailored to your preferences. Therefore, we cannot provide a specific requirement regarding the investment sum. However, we advise selecting a cost-effective broker to minimize transaction costs. Even if you only have $1,000 available for investing, you can begin your successful journey with us by replicating the portfolios, contributing ongoing monthly savings, and gaining valuable insights into stock market investing.

The position sizes or quantities for the orders are determined based on the amount of investment capital you have available for each strategy. In the Long-term Portfolio, you will invest a predetermined amount on a monthly basis, which reflects your monthly saving rate for long-term investments. For the other portfolios, we provide the percentage allocation for each position. With each order, you will receive information about the weighting of the order in relation to the entire portfolio. You can then adjust the position size accordingly in your personal portfolio. It is also up to you to emphasize weightings differently or to skip trades, as you are the manager of your portfolio and have the freedom to determine the level of risk you are willing to accept.

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-Invest, 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. All three strategies together 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 all three approaches. However, we are more than happy to provide assistance with any specific questions you may have.

We cannot provide an optimal weighting for the three strategies that would be suitable for everyone. It depends on factors such as your risk tolerance, goals, and life stage. However, you can consider the following as a guideline: Long-term Portfolio: 60 – 70%, Actively Managed Portfolio: 20 – 30%, Multibagger: 5 – 10%.

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. Whenever we recommend ETFs, we provide options for both U.S.-domiciled and European-domiciled ETFs. This approach ensures you have a diverse range of investment opportunities while complying with applicable laws and regulations. You can choose the option that best fits 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.

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