Portfolio-handling

To provide customers with a complete range of services Hungaria Equities Inc provides the service of portfolio-handling as well. Hungaria compiles a customized portfolio for the requesting client according to his propensity to take risk and earning target, which then is managed actively with respect to market trends.

VIVA! and VIVA! CLASSIC: portfolio-handling at Hungaria Equities Inc.

It is the policy of our company to provide our customers with a full range of services, which is in accordance with the client’s propensity to take risk and earning target when compiling a portfolio, which then is managed actively with respect to market trends.

The portfolio-handling service aims to fill a long-standing gap in market demand. To achieve effective portfolio-handling we provide qualified professionals, varied global options for trading and a prudent, up-to-date legally compatible system of settlement. The basic philosophy of our company to make strategy for our clients taking into account all the medium and long term factors of investment possibilities, creating absolute returns with manageable levels of risk.

The definition of portfolio-handling:

On the basis of the general order given according to the individual contract between Hungaria and the client to ensure the optimal returns for the client he personally bears the responsibility for all the risk and gains arising from the acquisition of financial assets (i.e. profit and loss), that is the sale of securities, sale or receipt of other investment stock, the sale or purchase of individual elements of the portfolio, the collection of related earnings, the reinvestment of these, the preserving and increasing of the assets taken over.

Range of products and investments:

We offer for our clients products with calculable riskiness in a pre-determined currency. The portfolio may contain Hungarian securities or foreign ones. Our range of financial instruments are inclusive of classical as well as FX and CDF products, which can be added to a currency portfolio.

On the Forex market currency pairs and their claims are traded. The operation of the Forex market is decentralized, thus it is not linked to an Exchange. All executed trades include the simultaneous sale and purchase of two different currencies. This set up swap ratios which are officially termed cross-rates. The rates of the currencies here are also generated by supply and demand.

Fx products: forex /foreign exchange/ that is, the products of the international currency market.

CDF products: “Contract for Difference”, it means the trade between the sale and purchase price of the base value and belongs in the group of derivative financial instruments. Investors can for instance speculate on the change in the basis price, without actually purchasing them. Buying (long positions) and selling (short positions) are both possible. With a long position the investor profits from an increase in the basis price and in case of a short position he profits from a decrease. When trading CFD’s depending on the size of the position opened a safety margin is required. The margin is between 0,5 and 25%. Using leverage the investor only needs to supply funds for a small proportion of a position. In case a client is using a 20:1 with €5,000 of invested money he may speculate with as much as €100,000.

Our cooperation strategy

We establish our portfolio-handling strategy customized to the investor taking into account his objectives and expectations.  When opening a portfolio-handling account we carefully identify your or your companies expectations, then we develop a recommendation for the optimal investment opportunity. For the duration of our cooperation we deem it paramount that our investors should achieve highest possible returns. Every portfolio is managed individually as recorded in the contract. In the contract we specify what the minimum investment is. It is also an important part of the contract how success is assessed and how the structure according to which fees are charged.

VIVA!  PORTFOLIO

Portfolio-handling based on indicator signals is also a service at Hungaria. The Forex market is the larges market in the world with more than 4 trillion dollars’ worth of trades daily. This market is open to everyone.  Some of our clients do not have the capacity to watch the screen, analyze charts and signals all day, not everyone has years of their life to dedicate to becoming a professional trader.
These are the clients to whom Hungaria Equities Inc especially offers this service, to aid them in decision-making through its skilled professionals.

To whom do we recommend  VIVA! Portfolio-handling?

• to investors who do not have enough patience to trading,
• to investors who do not have time to go to courses,
• to investors who are not calm enough to manage their own money
• to investors who do not have sufficient time to be a full-time traders

The guideliness of VIVA! portfolio-handling:

The money made available for the company by the client is used in two different ways, namely portfolio-handling with algorithm based decision support relying on technical analysis and portfolio-handling with classical methods at the same time.                                         
The range of instruments that can be included in portfolio-handling with algorithm based decision support relying on technical analysis:

• Currency pairs: EUR/USD; USD/JPY; GBP/USD; USD/CHF; AUD/USD; NZD/USD; USD/CAD; EUR/JPY;
• Certficates issued by international institutions
• Warrants issued by international institutions
• Indices from any exchange, including their derivatives.
• Derivative products of shares, currencies, indices including the future products derived from these and the equivalent instruments with money settlement.

VIVA! CLASSIC PORTFOLIO

Hungaria Equities Inc imports classical instruments into its classical portfolio-handling that have proven successful. Classical portfolio-handling can be launched with the investment of minimum 5 million forints. It has no expiry. The range of investments and the charges that go with it are all specified in the individual portfolio-handling contract. Our company compiles all portfolios individually.  This is recommended to those clients who wish to invest in stocks, instruments and want a lower level of risk, but do not have the everyday opportunity to keep track of the stock market trends. Our colleagues are highly skilled and they actively manage the portfolios and according to the signals from the continuous monitoring of market processes. A Viva! Classic Portfolio, as a form of investment is  an option for our clients that is safer and less risky.

To whom do we recommend VIVA! Classic portfolio-handlingt?

• to investors who do not have enough time for trading,
• to investors who prefer capital investments,
• to investors who do not have enough to manage their own money
• to investors who do not have sufficient time to be a full-time traders

What we offer within portfolio-handling:

• High yield on the long run
• Identifiable and manageable risk

Targeted investors:

• Pension funds
• Institutional investors
• Private investors
• All those who want to entrust the managing of their money to a company that has been stable and successful for a long time.

Our investment policy, strategy and philosophy:

• Attaining high yield with manageable and limited levels of risk.
• Customized service, effective cooperation
• Precisely presented and easy-to-follow results
• Active wealth management
• We assess the efficiency of our service based on the performance of reference indices.
• We assess our performance jointly and objectively
• To ensure that our clients are well-informed we provide them with comprehensive reports and analysis

László Szarvadi
tel.: (+36) 1-429-20-21
email: laszlo.szarvadi@hbe.hu