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This report contains information about the investment account.
Let's break down the key details:

Data as of August 30, 2011
Initial balance: $29,077.88

Account status as of January 1, 2016

Key figures:

  • Current balance: $58,507.76
  • Total profit over 3 years: $29,492.88
  • 5-year return: 90.89%
  • Average annual return: 18.17%

01

Get feedback on your investment portfolio from a professional with 14 years of international experience.
This report contains information about the investment account.
Let's break down the key details:

Data as of January 31, 2013
Deposit: $29,936.02
Initial balance: $29,936.02

Key figures:

  • Account status as of January 4, 2018
  • Current balance: $65,902.10
  • Total profit over 3 years: $27,231.94
  • 5-year return: 70.42%
  • Average annual return: 17.60%

02

Get feedback on your investment portfolio from a professional with 14 years of international experience.
This report contains information about the investment account.
Let's break down the key details:

Data as of September 1, 2013
Initial portfolio consists of:

  • Deposit: $37,429.78
  • Deposit: $342,905.29
  • Deposit: $149,876.28
  • Total initial balance: $530,211.35

Key figures:

  • Account status as of January 1, 2016
  • Current balance: $903,806.48
  • Total profit over 3 years: $373,595.13
  • Average annual return: 23.48%

03

Get feedback on your investment portfolio from a professional with 14 years of international experience.
This report contains information about the investment account.
Let's break down the key details:

Data as of July 30, 2016
Initial portfolio consists of:

  • Deposit: $86.88
  • Deposit: $6,507.46
  • Deposit: $6,433.60
  • Deposit: $12,507.84
  • Total initial balance: $24,281.71

Key figures:
  • Account status as of September 30, 2018
  • Current balance: $26,095.71
  • Total profit over 3 months: $1,814.20
  • 3-month return: 7.47%

04

Get feedback on your investment portfolio from a professional with 14 years of international experience.
This report contains information about the investment account as of December 31, 2024.
Let's break down the key details:

Data as of April 17, 2018
Initial portfolio consists of:
  • Deposit: $40,626.88
  • Deposit: $11,470
  • Deposit: $55,965
  • Total initial balance: $108,061
Key figures:

  • Current balance: $212,758
  • Total profit over 7 years: $104,697
  • 7-year return: 96.88%
  • Average annual return: 13.84%

05

Get feedback on your investment portfolio from a professional with 14 years of international experience.
This document is a report on the investment account with final information as of December 31, 2023.
Let's break down the key details:

Data as of December 27, 2016

Deposits:
  • Deposit: $64,582.12
  • Deposit: $46,153.02
  • Deposit: $114,854.60
  • Total deposit: $225,589

Key figures:
  • Current balance: $431,202.20
  • Total profit over 7 years: $205,613
  • 7-year return: 91.14%
  • Average annual return: 13.02%

06

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Максим Перетяжко - независимый инвестиционный консультант Помощь в формировании и управлении инвестиционным портфелем в иностранной юрисдикции
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