no less than 4 positions per portfolio
Blue chip, ETF (not leveraged)
ONLY LONG POSITIONS – WRITING COVERED OPTIONS
HIGH
LIQUIDITY
LOW
VOLATILITY
INVESTMENT
PERIOD: 1 YEAR +
ANNUAL
MANAGEMENT FEE: 0%
SUCCESS
FEE: 35% OF POSITIVE P&L (QUARTERLY)
WE WILL COVER LOSSES BEYOND 5% WITH OUR OWN FUNDS AFTER 12 MONTH PERIOD.
no less than 2 positions per portfolio
MEDIUM
– MEGA CAP, ETF 1Х-2Х
LONG
AND SHORT POSTIONS – WRITING COVERED OPTIONS
HIGH
LIQUIDITY
MEDIUM
VOLATILITY
INVESTMENT
PERIOD: 1 YEAR +
ANNUAL
MANAGEMENT FEE: 0%
SUCCESS
FEE: 35% OF POSITIVE P&L (QUARTERLY)
WE WILL COVER LOSSES BEYOND 10% WITH OUR OWN FUNDS AFTER 12 MONTH PERIOD
personal brokerage account management (from $100 000)
Conditions
35%
of positive P&L – success fee, charged by the broker to clients account quarterly, and automatically transferred to Barna Capital Group. Projected annual results are calculated net of success fee to advisor. Success fee does not include taxes and brokerage fees
1 year
minimum suggested investment period, although clients are not obligated to keep their accounts under Barna Capital Group Advisory for any given period of time
100 000
USD or an equivalent amount in other currency – minimum deposit from brokerage account with FFIN. $250000 for accounts with Interactive Brokers.
∞
Unlimited amount of withdrawals, deposits, asset transfers.
First and foremost, we would like to point out our main difference from other asset managers. We do not take your money, instead we manage Your own brokerage account.
1
greeting
2
Account opening
3
account management
4
withdrawal