Purchase and sale orders. As our stock exchange operation is based on the change of values in the portfolios with some frequency, the costs of buying and selling shares must be taken into account, for which we must operate with a broker with very low commissions, such as: www.degiro.com, www.interactivebrokers.com o www.evobanco.com
Composition of Model Portfolios. Different configurations of Model Portfolios are presented so that they can be adapted to personal investment characteristics.
When the Stock Market falls. The Model Portfolios can be hedged by selling Futures in the proportion indicated in each Model Portfolio. Therefore, the value of the personal Portfolio must be a multiple of a Future, in order to hedge with one or more Futures.
Follow-up of Model Portfolios. Changes in values and coverage in Model Portfolios are presented on the web and notifications are sent by email, depending on subscription.
Modifications of composition in the Portfolios. Notifications will be made during the trading day. We recommend making changes to portfolio composition in less than 10 minutes.
Modifications of coverage in the Portfolios. Notifications could be sent from one hour before the opening of the European stock exchanges until 15 minutes after the closing of the New York Stock Exchange. We recommend performing the portfolio hedging operations in less than 5 minutes.
Security equipment to access banks and brokers accounts:
Use a security mobile phone, security phone number. This mobile phone will be used exclusively to receive SMS from banks and brokers.
Access bank and broker accounts with a secure system: mobile phone without SIM card, new tablet or computer for exclusive access to banks and brokers, without having been previously used for any other application. Preferably use the App of banks and brokers to access the accounts.
General purpose mobile phone.
When accessing the platforms with web browsers, check that the URL is valid, next to the address bar an icon with a padlock should appear, by clicking on the padlock you can check the web certificate. Check that the padlock appears closed.
Do not share passwords for access to Bank and broker accounts with anyone, either by phone, email or in person.
Log out of the account and lock the mobile, tablet or computer when not in use.
As an extra security measure for accounts, two-step verification must be activated. This is an extra security measure that can be enabled in bank and broker accounts. Activate two-step verification in the “security” section.
Do not connect to the internet with unsecured connections such as public WIFI.
Notifications can be activated / deactivated in the “Notifications” menu.
The user must check that the Notifications by EMAIL correspond to the web to be sure of the proper functioning of the communication by EMAIL.
Preferably use an email account only for Notifications.
To receive Transaction Notifications, an email application with Push-email option is required to be installed on the mobile phone in order to receive notifications in real time.
Open Aqua Mail every day and keep it running in the background.
In the case of using the same e-mail address on the computer: deactivate the check of the e-mail at intervals on the computer and download the e-mail manually.
The push-email mail server access programs do not delete the emails on the server, therefore if you want to delete the emails on the mail server from your mobile phone, it is necessary to install a POP3 program in parallel to delete the emails in the Mail Server.
Open an account only for Hedgeportfolios to secure Notifications.
This email provider uses Push-mail technology by default.
Install: Aqua Mail
Enable Push-email option
Android System Settings
Install: K-9 Mail
Enable POP3 option
To receive SMS Notifications, a mobile phone must be authenticated in the “Notifications” menu.
SMS Notifications can be activated / deactivated in the “Notifications” menu.
The user must check that the SMS Notifications correspond to the web to be sure of the proper functioning of the SMS communication.
The reception of SMS on the mobile will normally take place in a few seconds. All our SMS are of the highest quality. We do not use low-cost routes or lower quality services, but in unfavorable circumstances of mobile telephony, SMS can be delivered with significant delays.