Digital Assets, NFTs, DeFi and The Future of Global Economy

Join Peter Kristensen, Co-CEO of JPFS and discover what the future holds for decentralised finance, digital assets and the new world order. Blockchain is as diversified and complex as the opportunities it presents to the global economy. The frontier between the physical and the digital economy are blurred, and solutions to tokenize every aspect of…

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Digital Assets Investing for Everyone

Jillian Godsill, one of the top 100 Blockchain leaders globally, interviews Co-CEOs Peter Kristensen and Adam Hill about the launch of a new service from Swiss investment firm JPFS – trademakers. With the seemingly unstoppable rise of digital assets strengthened by strong institutional interest, central banks developing their own digital currencies, and the growing availability…

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Chapter 13 – Monitoring Your Investments

Once you have constructed your portfolio you will need to monitor it to make sure it is performing as you had hoped and that you are on track to achieve your investment goals. A financial adviser will, or can, review your investments at your annual meeting. For those that have taken the self-managed route, these…

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Chapter 12 – Past Performance VS. Future Potential

While you will no doubt have seen many notices about past performance being no guide to the future, you should certainly consider how an investment you are thinking of making has performed historically, and you should review their approach to managing risk too.   Investment returns tend to be cyclical. One style or market segment…

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Chapter 11 – What are Emerging Markets?

In investment terms, emerging markets are those countries whose financial markets are less developed, and where investor protection and the overall market infrastructure is often weaker than in developed markets. For example, Eastern Europe includes Turkey and Russia, and further afield; Asian countries includes Malaysia and India. Some of these markets have been top performers…

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Chapter 10 – Build Your Own “Synthetic ETF”

First of all, a “synthetic ETF (exchange-traded fund)” allows portfolio managers and investors to select managed account structures from within the same asset class but with different risk and trading strategies. Prior to allocating funds to a synthetic ETF or managed account, it’s important to consider the investment’s past performance, past draw downs, the length…

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Chapter 9 – Exchange-Traded Funds / Indices

Another “passive” option is exchange-traded funds (ETFs), which may be listed on a stock exchange and traded in the same way as you trade shares. Buyers purchase shares in the fund which trades on an exchange. Like index-tracking funds, ETFs aim to replicate the performance of a chosen index – for example, the Standard &…

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Chapter 8 – Understanding Risk

Risk is one of the most important components of all kinds of investing – but risk can also be a complicated issue. There are many measures and definitions of risk: volatility – the up and down movement of the market – is just one measure. Traditional investors only worry about volatility when shares are falling.…

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Chapter 7 – Self-Managed vs. Managed Portfolio Solutions

Confident and experienced investors may be content to do their own research and to choose their own placements and allocations. Others prefer someone to do it for them or require help in choosing investments and guiding for them. Some investors claim to enjoy looking after their investments and are happy to spend time going into…

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Chapter 6 – Why is diversification important?

The philosophy behind portfolio diversification is that if one investment performs poorly, you will always have others that will, ideally, not be performing badly at the same time. This allows your varied investments to act as counterbalance to one another. The “asset allocation” or in other words, how you divide your money between shares, cash,…

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Chapter 5 – How to Choose a Platform?

Executing your investment goals should not be difficult which is why we recommend selecting a platform or company to work with according to how easy it is to use their website and investment portal. You should also consider the costs and quality of guidance and customer service you receive, as well as the range of…

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Chapter 4 – Why use a financial advisor or an investment guide?

An experienced financial adviser can help you plan your investment portfolio for future profits making sense of the jungle of investment options, risk profiles and markets. A serious financial advisor will tell you all about the risks entailed and will spend more time on that subject than talking about profits. Great financial advisors can match…

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Chapter 3 – Your Investment Horizon

Typically, the longer your investment horizon is, the more aggressive you can be with your investments (depending on the products, programs and strategies you are considering). However, the investment horizon is the investors decision and should support his/her appetite for risk. Saving for a pension might be a higher risk investment, knowing the money will…

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Chapter 1 – Investing with JPFS

Everyone knows what investing is, but what are people actually doing when they invest? Fortunately, the world of investing is actually very straightforward and easy to grasp. You just have to start with the fundamentals. Investing is a way to increase your wealth and achieve your financial goals in life. Warren Buffett suggests investing is…

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Chapter 2 – Risks and its Implications

To earn a better rate of return than you would expect from a savings account, you need to accept more risk. That means getting comfortable with the fact that your investments will/can go down in value some of the time. The long-term direction of the stock market is up, but it doesn’t rise in a…

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