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Myadvisor
An optimal solution for those who are interested in high-tech stocks and cryptocurrencies and are not ready to spend time on financial planning and individual trading.
myadvisor - is an investment advisor that helps in setting up of a balanced investment portfolio, individually for each of our clients.
Get a steady income
Connect your account
03
Define your risk profile
02
01

Three simple steps towards a secure future

Portfolio I “Income”
Capital preservation and current level of income maintenance through investments in stocks and bonds of reliable issuers.
Goal:
Risk assets 45%; Defensive assets 55%
Allocation:
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US Large Cap Dividend
Global Stocks
US Treasuries
HY Corporate Bonds
IG Corporate Bonds
Metric
Portfolio I
Global Debt
REIT
Gold
Asset Class
The performance that we have achieved for our clients over the past 10 years (2011-2021)
Portfolio I
$10,000.00
Start Balance
$26,827.74
End Balance
$21,435.91
End Balance (inflation adjusted)
9.54%
Annualized Return (CAGR)
7.29%
Annualized Return (CAGR, inflation adjusted)
7.68%
Standard Deviation
23.45%
Best Year
-5.50%
Worst Year
-8.55%
Max. Drawdown
1.16
Sharpe Ratio
2.08
Sortino Ratio
Portfolio II “Balanced”
Balance between capital preservation, maintaining current income and long-term capital growth.
Goal:
Risk assets 60%; Defensive assets 40%
Allocation:
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US Large Cap Blend
US Mid Cap
Global Stocks
IG Corporate Bonds
US Treasuries
Metric
Portfolio II
HY Corporate Bonds
REIT
Gold
Asset Class
The performance that we have achieved for our clients over the past 10 years (2011-2021)
Portfolio II
$10,000.00
Start Balance
$30,318.21
End Balance
$24,224.86
End Balance (inflation adjusted)
10.79%
Annualized Return (CAGR)
8.51%
Annualized Return (CAGR, inflation adjusted)
8.81%
Standard Deviation
25.19%
Best Year
-5.09%
Worst Year
-11.33%
Max. Drawdown
1.15
Sharpe Ratio
2.00
Sortino Ratio
Portfolio III “Growth”
Long-term capital growth through investment in promising companies and sectors of the global economy.
Goal:
Risk assets 75%; Defensive assets 25%
Allocation:
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US Large Cap Growth
US Large Cap Value
US Mid & Small Cap
Emerging Markets
Global Stocks
Metric
Portfolio III
US Treasuries
IG Corporate Bonds
Gold
Asset Class
The performance that we have achieved for our clients over the past 10 years (2011-2021)
Portfolio III
$10,000.00
Start Balance
$38,121.18
End Balance
$30,456.59
End Balance (inflation adjusted)
13.15%
Annualized Return (CAGR)
10.83%
Annualized Return (CAGR, inflation adjusted)
10.28%
Standard Deviation
29.55%
Best Year
-4.11%
Worst Year
-11.12%
Max. Drawdown
1.20
Sharpe Ratio
2.21
Sortino Ratio

Risk ID

Answer the questions to find out what kind of investor you are
What is your age?
How do you expect your annual income to change over the next five years?
How important is it for you to be able to quickly and easily sell all or a part of the investments in this account without losing significant value?
Financial situation and needs
When you make investment decisions, which of these statements best describes your attitude?
What level of value drop in your current investments would lead you to make drastic decisions to liquidate your losing investments or all your investments?
Would you rather invest in large stable companies with less potential for future growth or small start-ups with larger potential payoff but also larger risk of loss?
Which option best describes your household?
When might you be forced to convert to cash (even at the risk of bearing losses)?
What is your general attitude when making big financial decisions?
What is your current employment status?
How averse are you to risk and to loss of capital in this account?
How hard is it for you to rebound after experiencing a financial loss or failing to meet an investment goal?
Are you willing to invest in areas outside of your area of expertise or knowledge in the hopes of a big payoff?
How long do you have to meet your financial goal for this account?
What percentage of your total investments will you invest in this account?
How much risk are you willing to take when making a substantial investment?
Our Proposal
Robo-advisor
Robo-advisor + Human
Minimal Investment
$1000.00
$10,000.00
Grace period
3 months
3 months
Annual admin fee
0.55%
0.55%
Annual performance fee
10% of annual return
Professional investment portfolio
ETF-based strategies
Online investment planning
Advisor helps to set up goals
Periodic plan review with human advisor
Individual stock names
Crypto-Assets
Attach an account to a consultant / broker / administrator

Advisor

IB account opening instructions
info@myadvisor.tech
If you’re interested in more details on media appearances or speaking engagements please reach out to
FAQ
Why do you recommend opening Interactive Brokers accounts?
Interactive Brokers is one of the most reliable brokers available to the private investor. The company was founded in 1978 in the USA. The company's customer funds are $ 130 billion. All clients' accounts are insured up to $ 500,000 under the SIPC program.
What is the minimum required amount to open an account?
To open an account you need $ 1000. This is the minimum amount for our investment strategies to work.
How can I monitor the status of my account?
Once you have your account registered, you can track the performance of your portfolio in the Interactive Brokers dashboard online or through the mobile app.
What assets does my investment portfolio consist of?
Portfolios are compiled based on major asset classes such as:
US Large Cap Growth Equity; US Large Cap Value Equity; US Mid Cap Equity; 
Global Equity (ex-US); Emerging Markets; US Treasuries; Investment Grade Corporate Debt; High Yield Corporate Debt; Global Debt; Precious Metals; Real Estate Investment Trusts (REIT); Cryptocurrencies
What are ETFs and how are they selected in my portfolio?
Exchange Traded Funds (ETFs) offer access to a group of securities consisting of stocks or bonds. ETFs are traded like stocks, so prices move throughout the day. Investors can buy and sell at any time during market hours, providing greater liquidity and flexibility. The goal of a portfolio manager is to find ETFs in each asset class that can contribute to the portfolio's return.
What is portfolio rebalancing?
Our investment portfolios are managed based on proactive strategies based on general market conditions and the potential for reducing or accepting more risk. The portfolio manager relies on the data received and processed by our custom algorithms.
Also.it is important that clients conduct periodic reviews to confirm that their portfolio is still meeting their objectives. If your recommendation changes and you accept the change, your portfolio will automatically adjust to reflect the new recommendation.
How and how often is my account rebalanced?
Investment portfolios are rebalanced on a monthly basis
Are you interested
in becoming part of our team at Wplace Tech LTD?
Start using for free
Myadvisor is available for free on the App Store and Google Play.
Contacts
+442045771522
info@myadvisor.tech

Address
Wplace Tech LTD
85 Great Portland Street,
London, England W1W 7LT
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