By default, when you open your account, you will be 100% invested into just one investment fund – the iShares S&P500 Index tracker. However, you can hold up to 20 different funds, from a selection of 300+.
For a full list of funds available, click the link below – they are listed by currency denomination and then alphabetically, and all funds are available to all accounts, regardless of which base currency you choose:
https://www.investors-trust.com/products/fund-platform/
The best, and even easiest, way to choose which combination of investment funds best suits your personal objectives is to use the Morningstar Portfolio X-Ray tool, which is included in your online account access at no extra cost. You can use this tool to analyse your current investment choices, as well as analyse hypothetical portfolios you’re thinking of before you press the button to execute the trades.
All the information you need is there – risk analysis, performance, expense ratios, asset allocation, stock style, stock sector, bond stats, geographical coverage, and more – so whatever factors are important to your investment objectives, you can build a personalised investment portfolio using the best software available.
There are also user guides to help you maximise the benefits of the Portfolio X-Ray tool, which in turn will help you to optimise your finances. For the “quick start” guide to using it, click here:
www.SavingsForNomads.com/Morningstar-Portfolio-X-Ray
Learning how to use this tool and its features is a great investment in itself – an investment in yourself – some time spent learning how to use it properly will have a direct, measurable positive impact on your financial skillset and therefore your financial decisions, which in turn will have a direct positive impact on your future financial situation, by helping you maximise every dollar you save and fully optimise your finances as a digital nomad.