DIY Investor Magazine
/
December 2015
41
AUTOMATIC ORDER GENERATION
Once you have decided on a portfolio, it is tedious to
calculate all the necessary transactions required to buy
it. The same is true of later portfolio adjustments, when
selling is also required. justETF does these calculations
for you. You can even specify your broker’s fee to
correctly reflect the costs.
justETF is compatible with any broker. It replicates your
real portfolio or enables you to run a ‘paper’ version of
any ETF strategy you’d like to track.
CONTINUOUS MONITORING & REBALANCING
Recent volatility has shown portfolio monitoring is vital.
Our platform always delivers up-to-date reports on
returns, risk, and portfolio allocation. It also features
detailed attribution analysis.
You can even steer your portfolio by setting investment
limits at the asset class level, as well as individual
thresholds.
Fig 2 justETF Portfolio Planning Tool
There’s a major change in the markets? You will be
informed via email, and can then rebalance your
portfolio with just a few clicks. You can do the same
thing for cash that’s added, too. Many passive investors
rebalance their portfolio allocations at the start of each
year. But what if the market goes haywire in-between?
The alternative is a bandwidth approach, where you
take action if your asset allocation veers off-course and
perhaps even profit from such volatility.
Bandwidths are automatically set to +/- 5% fluctuations
around your strategic allocation, so they are unlikely
be triggered more than two or three times a year. The
limits can be adjusted as you see fit. JustETF offers
professional and independent assistance with your
investing, regardless of whether you follow a passive or
active ETF strategy.
It enables you to implement a fully-fledged personal
investment strategy that tilts the odds in your favour,
with lower fees and far fewer hours than you’d
spend researching and implementing an active fund
approach.
For more information visit
RECENT VOLATILITY HAS SHOWN PORTFOLIO
MONITORING IS VITAL
