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Investing made easy
We write about the situations we actually work through with clients. How to manage larger wealth, build a portfolio, get through a period of declines or prepare wealth for the next generation. Without investment jargon, and with the emphasis on decisions that make sense within a long-term plan.
He made Prague his home. His wealth is still international.
He lives in Prague but holds assets across several countries and currencies. A model story of how we brought them together into one investment strategy.
How many portfolios do you actually have? On diversification that makes sense
Equities, bonds, property, private equity, different regions, currencies or strategies. The number of investments and accounts still says nothing about how well the wealth is really diversified.
He sold his company. What now for the capital he built over twenty years?
After a company is sold, a large part of the owner’s wealth turns into money in an account within a short time. A model story from practice shows how a structure grows out of it, one where every part of the capital has a role.
Investing in the Czech Republic as an Expat: How to Build a Portfolio That Works Across Borders
Living in the Czech Republic does not mean all your investments need to be Czech. If your income, assets and future plans span several countries, your investment strategy should take that into account.
Seven funds from three advisors. Nobody lied to him
Twelve years, three advisors, seven funds. A model story of a client who wanted to know what his portfolio really cost, and found that the fees were not the most expensive part.
The Core Layers of Wealth: How a True Sense of Security Is Built
Wealth is not created by a single decision, but gradually over time. We show what layers it consists of, what role each plays, and why their balance brings a true sense of security in everyday life.
She kept a spreadsheet for seven years. She wanted to know how much she could withdraw
A model story of a client who brought her own table of withdrawals. What changes when wealth is meant to stop growing and start providing a regular income.
Conservative, balanced or dynamic? How to choose a profile in the investment calculator
Conservative, balanced, dynamic or ESG dynamic. Which profile to choose in the calculator, and why to start with the purpose of the money and the horizon rather than the percentage.
How is a client's investment portfolio created at Melior Invest?
Good, excellent, stable, functional in any situation, calm or conservative… there are many types of investment plans. But which one is the right fit? What shapes it? What role does the investor’s personality and other factors play? Discover how we approach this at Melior Invest.
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