mutual wealth power point 2nd
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The is the greatest way to start your money work for you. www.mutualwealth.comTRANSCRIPT
WELCOME TO WELCOME TO MUTUAL WEALTHMUTUAL WEALTH
WE ARE SERIOUS ABOUT WEALTH CREATIIONWE ARE SERIOUS ABOUT WEALTH CREATIION
WHO IS MUTUAL WEALTHWHO IS MUTUAL WEALTH
Mutual Wealth Financial Ltd. is an investment firm founded in 2009 by former equity-trading specialists.
Mutual Wealth is a registered trademark of Fleet Mutual Wealth Limited, a Hong Kong Company
Mutual Wealth portfolio management division is registered as MWF Financial Limited, a Cyprus Company.
Mutual Wealth has corporate headquarters in Hong Kong, with a secondary office in Limassol.
WHY WAS MUTUAL WEALTH CREATEDWHY WAS MUTUAL WEALTH CREATED
The aim was to bring the benefits of High Frequency Trading to the general public.
How you may ask…. Mutual Wealth’s New York office houses a data- centre interconnected with the trading floors of the major exchanges in the United States.
Mutual Wealth Financial is licensed under the Securities Exchange Commission, CIK 0001501059 under Regulation D.
HIGH FREQUENCY TRADINGHIGH FREQUENCY TRADING
This is an innovative investment strategy that allows Mutual Wealth to place buy/sell orders on a wide range of securities during the day.
Mutual Wealth has highly sophisticated, in-house software that is designed by our own I.T. Team.
This software follows the market trends and makes informed and accurate trading decisions with little intervention from Portfolio Managers.
High Frequency Trading(HFT) allows capital to be invested into securities for a few minutes meaning that the risks associated with HFT are minimal.
MINIMAL RISK IN H.F.T.???
Conventional Trading High Frequency Trading
Must accumulate positions.High Exposure to market down turns.
Do not have to accumulate positions. No exposure to market down turns.
Must employ significant leverage – no limits firms exposure to market volatility.
Firms do NOT have to employ significant leverage – limits the firms exposure to market volatility.
Positions are kept over night which increases the risk of losses due to after-hours trading.
All positions liquidated at the end of the day.
MUTUAL MUTUAL WEALTH’S WEALTH’S
3 PORTFOLIO’S3 PORTFOLIO’S
GROWTH & INCOME PORTFOLIO
Medium risk investment option.
Traded in High Frequency Trading in 16 U.S. Stocks between 2 large-cap and 14 mid-cap stocks.
Aimed at investors looking for long-term placements with higher returns
Earnings 3% to %5 per week (market performance dependent)
Reinvestment required is 50% of the returns back into the portfolio. [***This can boost your aggregate returns by 40%]
Capital guaranteed after minimum investment term of 180 days.
GROWTH & INCOME PORTFOLIO
First offered on 12th May 2010
Minimum Investment of $100
Maximum Investment of $5 000 000
Minimum Investment Term of 180 days
Re-investment minimum of 50%
Minimum Guaranteed of 3% per week
Early Withdrawal Penalty of 60%
Profits paid on declining markets do not exceed 0.8% daily
Subject to standard Management Fees
Capital Guaranteed 100%
G&I PORTFOLIO COMPOSITION
Assets Diversified into 16 U.S Stocks - 2 Large-Cap & 14 Mid-Cap Stocks
MSFT – Microsoft Corporation
JBLU – JetBlue Airway Corp.
RE – Everest Group.
TFX – Teleflex Inc.
URS – URS Corporation
HLX – Helix Energy Solutions
ENDP – Endo Health Solutions
CNL - Cleco Corporation
GE – General Electric Co.
PAY – Verifone Systems Inc.
PNR – Pentair Inc.
LUV – Southwest Airlines
KWK – Quicksilver Resources Inc.
GGG – Graco Inc.
CY – Cyprus Semiconductor
ALK – Alaska Air Group
MUTUAL MUTUAL WEALTH’S WEALTH’S
3 PORTFOLIO’S3 PORTFOLIO’S
THE ACTIVE TRADER PORTFOLIO
Medium risk investment option.
Aimed at investors looking for long-term placements with higher returns
Utilizes High Frequency Trading in 15 U.S. Stocks [8 Large-Cap & 7 Mi-Cap stocks]
Capital guaranteed after minimum investment term of 90 days
Minimum guaranteed Earnings of 2.5% per week
Re-investment options from 25% up to 100%
THE ACTIVE TRADER PORTFOLIO
First offered on 12th May 2010
Minimum Investment of $100
Maximum Investment of $5 000 000
Minimum Investment Term of 90 Days
Re-investment of up 100%
Minimum Guaranteed of 2.5% per week
Early Withdrawal Penalty of 40%
Profits paid on declining markets do not exceed 0.3% daily
Subject to standard Management Fees
Capital Guaranteed 100%
ACTIVE TRADER PORTFOLIO
COMPOSITION
Assets Diversified into 15 U.S Stocks - 8 Large-Cap & 7 Mid-Cap Stocks
INTC – Intel Corporation
JPM – JPMorgan Chase & Co.
VZ – Verizon Communications
DIS – Walt Disney Co.
BXS – BancorpSouth Inc.
CVG – Convergys Corporation
DLX – Deluxe Corp.
PFE – Pfizer Inc.
CSCO – Cisco Systems Inc.
T – AT&T Inc.
MRK – Merck & Co. Inc.
AOL – AOL Inc.
CBT – Cabot Corporation
FL – Foot Locker Inc.
LNT – Alliant energy Corporation
MUTUAL MUTUAL WEALTH’S WEALTH’S
3 PORTFOLIO’S3 PORTFOLIO’S
EASY SAVER PORTFOLIO
Flexible, low risk investment option.
Aimed at investors looking for short-term placements with better than average returns.
Utilizes High Frequency Trading in 15 U.S. Stocks [Large-Cap stocks]
Follows upward market trends
Capital guaranteed after minimum investment term of 30 calendar days
When markets are down and aggregate portfolio is negative, no profit or loss is accrued for that trading day.
EASY SAVER PORTFOLIO
First offered on 12th May 2010
Minimum Investment of $100
Maximum Investment of $5 000 000
Minimum Investment Term of 30 Days
Re-investment of up 100%
Minimum Guaranteed of 2.0% per week
Early Withdrawal Penalty of 25%
When markets are down Easy Saver doesn't generate profit or loss
Subject to standard Management Fees
Capital Guaranteed 100%
EASY SAVER PORTFOLIO
COMPOSITION
Assets diversified in 15 U.S. Large-Cap Stocks
BBBY – Bed Bath & Beyond Inc.
DTV – DIRECTV
EPD – Enterprise Products L.P.
ADP – Automatic Data Processing
BMO – Bank of Montreal
CTL – Century Link Inc.
JPM – Pfizer Inc.
NSC – Norfolk Southern Corp
DGX – Quest Diagnostics Inc.
HCP – HCP Inc.
TMO – Thermo Fisher Scientific
AXP – American Express Co.
CAH – Cardinal Health Inc.
INTC – Intel Corporation
AZN – AstraZeneca PLC
HOW DO YOU DEPOSIT & WITHDRAW?
THE NUMBERS..
*Figures take into account Management Fees & Includes Capital Investment
Initial Investment of $1000Initial Investment of $1000
Growth & Income PortfolioGrowth & Income Portfolio
Performance of 5.055.05%
Investment TeInvestment Terrmm 1 Year1 Year
100% Re-investment100% Re-investment
*Earns you $6*Earns you $6 166.41166.41
THE NUMBERS..
*Figures take into account Management Fees & Includes Capital Investment
CapitalCapital Investment of $1000 Investment of $1000
Growth & Income PortfolioGrowth & Income Portfolio
Performance of 5.055.05%
Investment TeInvestment Terrmm 6 Month6 Monthss
100% Re-investment100% Re-investment
*Earns you $2*Earns you $2 478.34478.34
THE NUMBERS..
*Figures take into account Management Fees & Includes Capital Investment
CapitalCapital Investment of $1000 Investment of $1000
Growth & Income PortfolioGrowth & Income Portfolio
Performance of 5.055.05%
Investment TeInvestment Terrmm 2 Years2 Years
100% Re-investment100% Re-investment
*Earns you $*Earns you $39 697.6739 697.67
THE NUMBERS..
*Figures take into account Management Fees & Includes Capital Investment
CapitalCapital Investment of $1000 Investment of $1000
Growth & Income PortfolioGrowth & Income Portfolio
Performance of 5.055.05%
Investment TeInvestment Terrmm 6 Month6 Monthss
7575% Re-investment% Re-investment
*Earns you $*Earns you $2308.742308.74
THE NUMBERS..
*Figures take into account Management Fees & Includes Capital Investment
CapitalCapital Investment of $1000 Investment of $1000
Growth & Income PortfolioGrowth & Income Portfolio
Performance of 5.055.05%
Investment TeInvestment Terrmm 2 Years 2 Years
7575% Re-investment% Re-investment
*Earns you $*Earns you $20 708.3520 708.35
THE NUMBERS..
*Figures take into account Management Fees & Includes Capital Investment
CapitalCapital Investment of $1000 Investment of $1000
Growth & Income PortfolioGrowth & Income Portfolio
Performance of 5.055.05%
Investment TeInvestment Terrmm 6 Months 6 Months
5050% Re-investment% Re-investment
*Earns you $*Earns you $2 162.022 162.02
THE NUMBERS..
*Figures take into account Management Fees & Includes Capital Investment
CapitalCapital Investment of $1000 Investment of $1000
Growth & Income PortfolioGrowth & Income Portfolio
Performance of 5.055.05%
Investment TeInvestment Terrmm 1 Year 1 Year
5050% Re-investment% Re-investment
*Earns you $*Earns you $1 158.671 158.67
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