We found 11 online brokers that are appropriate for Trading Portfolio Management.
In simple terms, portfolio management can be defined as an investor's art, science and skill in overseeing and selecting a group of investments to meet financial objectives in the long run alongside risk tolerance.
In portfolio management, it is important to understand the strengths and weaknesses, threats, and opportunities of one's investments. Let us take a deeper look at portfolio management.
Before we proceed, it is important to understand the term portfolio manager. Portfolio managers are professionals who are licensed to work for clients whether they be individuals, institutions or a company. They focus on maximizing the investments of clients to bring a good return on the investments within a risk exposure level.
Not all individual traders choose to engage portfolio managers. Many choose to manage their own portfolios.
There are two types of portfolio managements where they could be passive or active:
Passive portfolio management works best as a long-term strategy. It simply requires following the policy of set-it-and-forget-it. Investing in ETFs is mostly preferred. Hence, it is also termed as index funding or just indexing.
Active portfolio management is for active buying and selling. The primary focus of it is to defeat index performance. Usually, the closed-end funds are managed actively.
There are several key elements to take note of in portfolio management. We will discuss some of the most important ones below:
A long-term mix of assets is the main key to good portfolio management. It is based on individual understanding to make those move less in concert even though some of them could be highly volatile. A good mix of assets always protects an investor against risk.
Aggressive investors usually allocate more volatile assets to make more money within a short span of time. However, it is to note that such a strategy may also increase the risks.
Constant predictions of winners and losers are close to impossible. Hence, a bouquet of investments is created to get a broad exposure in the same asset class. It spreads risk by knowing which subset of an asset class would outperform another. Diversification reduces volatility.
Reaching the original target allocation needs rebalancing. This has to be practiced at regular intervals, or at least annually, to capture gains as well as expand growth opportunities.
It is usually done by selling off high-priced securities and then reinvesting the money in favourable lower-priced securities.
Those who follow an active management approach engage the help of brokers or fund managers in buying and selling stocks. They also focus on outperforming specific indexes like the Russell 1000 Index and the Standard & Poor's 500 Index.
The success of actively managed investment funds relies on market forecasting, in-depth research and of course, the expertise of the management team or the portfolio manager, who pays close attention to political landscape changes, economic shifts and market trends. This information is used in the buying and selling of assets to boost profit potentiality.
Passive portfolio management duplicates market indexes and the same stocks listed on the indexes are purchased. It can be structured as an ETF, a unit investment trust or mutual fund. Index funds are usually passively managed and profit managers copy the index instead of selecting assets.
Portfolio management is an important part of investing. It is an art and a skill. It is not easy and not everyone's cup of tea. It's primary focus is to meet future financial goals by understanding the strengths and weaknesses of investment.
Some may engage the help of professionals known as portfolio managers, while some may choose to do it alone.
In this article, we discussed in detail portfolio management but it is important to know that it cannot always guarantee a profit. Beginners are recommended to understand the level of risk and gain exposure within a certain limit.
We've collected thousands of datapoints and written a guide to help you find the best Portfolio Management for you. We hope this guide helps you find a reputable broker that matches what you need. We list the what we think are the best portfolio management below. You can go straight to the broker list here.
There are a number of important factors to consider when picking an online Portfolio Management trading brokerage.
Our team have listed brokers that match your criteria for you below. All brokerage data has been summarised into a comparison table. Scroll down.
We compare these features to make it easier for you to make a more informed choice.
Here are the top Portfolio Management.
Compare Portfolio Management min deposits, regulation, headquarters, benefits, funding methods and fees side by side.
All brokers below are portfolio management. Learn more about what they offer below.
You can scroll left and right on the comparison table below to see more portfolio management that accept portfolio management clients
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eToro
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IC Markets
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XTB
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AvaTrade
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FP Markets
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Plus500
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Pepperstone
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EasyMarkets
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XM
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FXPrimus
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SpreadEx
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Regulation | Financial Conduct Authority (FCA), Cyprus Securities and Exchange Commission (CySEC), Markets In Financial Instruments Directive (MiFID), Australian Securities and Investments Commission (ASIC) | Australian Securities and Investments Commission (ASIC), Financial Services Authority (FSA), Cyprus Securities and Exchange Commission (CySEC) | Financial Conduct Authority (FCA), FCA number FRN 522157, Cyprus Securities and Exchange Commission (CySEC), CySEC Licence Number: 169/12, Comisión Nacional del Mercado de Valores, Komisja Nadzoru Finansowego, Belize International Financial Services Commission (IFSC) under license number IFSC/60/413/TS/19, Polish Securities and Exchange Commission (KPWiG) | Central Bank of Ireland, Australian Securities and Investments Commission (ASIC), Financial Services Authority (FSA), South African Financial Sector Conduct Authority (FSCA), Financial Stability Board (FSB), Abu Dhabi Global Markets (ADGM), Financial Regulatory Services Authority (FRSA), British Virgin Islands Financial Services Commission (BVI) | Australian Securities and Investments Commission (ASIC), Cyprus Securities and Exchange Commission (CySEC) | Plus500UK Ltd authorized & regulated by the FCA (#509909), Plus500CY Ltd authorized & regulated by CySEC (#250/14), Plus500AU Pty Ltd (ACN 153301681), ASIC in Australia AFSL #417727, FMA in New Zealand, FSP #486026 and Authorised Financial Services Provider in South Africa FSP #47546 | Financial Conduct Authority (FCA), Australian Securities and Investments Commission (ASIC), Federal Financial Supervisory Authority (BaFin), Dubai Financial Services Authority (DFSA), Capital Markets Authority of Kenya (CMA), Pepperstone Markets Limited is incorporated in The Bahamas (number 177174 B), Licensed by the Securities Commission of the Bahamas (SCB) number SIA-F217 | Cyprus Securities and Exchange Commission (CySEC), Australian Securities and Investments Commission (ASIC) | International Financial Services Commission (IFSC), Cyprus Securities and Exchange Commission (CySEC), Australian Securities and Investments Commission (ASIC) | Cyprus Securities and Exchange Commission (CySEC), Markets In Financial Instruments Directive (MiFID) | Financial Conduct Authority (FCA) |
Min Deposit | 200 | 200 | No minimum deposit | 250 | 100 | 100 | 200 | 100 | 5 | 100 | 1 |
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Used By | 20,000,000+ | 180,000+ | 250,000+ | 200,000+ | 10,000+ | 15,500+ | 10,000+ | 142,500+ | 3,500,000+ | 10,000+ | 10,000+ |
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Platforms | Web Trader, Tablet & Mobile apps | MT4, MT5, Mirror Trader, ZuluTrade, Web Trader, cTrader, Mac | MT4, Mirror Trader, Web Trader, Tablet & Mobile apps | Web Trader, MT4, MT5, AvaTradeGo, AvaOptions, Mac, Mobile Apps, ZuluTrade, DupliTrade, MQL5 | MT4, MT5, IRESS, Mac, Web Trader, Tablet & Mobile apps | Web Trader, Tablet & Mobile apps | MT4, MT5, Mac, ZuluTrade, Web Trader, cTrader, Tablet & Mobile apps | MT4, Web Trader, Tablet & Mobile apps | MT4, MT5, Mac, Web Trader, Tablet & Mobile apps | MT4, Mac, Mirror Trader, Web Trader, Tablet & Mobile apps | Web Trader, Tablet & Mobile apps |
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Up with spreadex |
Risk Warning | 67% of retail investor accounts lose money when trading CFDs with this provider. | Losses can exceed deposits | 79% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. | 72% of retail investor accounts lose money when trading CFDs with this provider | Losses can exceed deposits | 76.4% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money. | CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 79.3% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money | Your capital is at risk | Your capital is at risk | Losses can exceed deposits | Losses can exceed deposits |
Demo |
eToro Demo |
IC Markets Demo |
XTB Demo |
AvaTrade Demo |
FP Markets Demo |
Plus500 Demo |
Pepperstone Demo |
easyMarkets Demo |
XM Demo |
FXPrimus Demo |
SpreadEx Demo |
Excluded Countries | IR, KP, BE, CA, JP, SY, TR, IL, BY, AL, MD, MK, RS, GN, CD, SD, ZW, ET, GH, TZ, LY, UG, ZM, BW, RW, TN, SO, NA, TG, SL, LR, GM, DJ, CI, PK, BN, TW, WS, NP, SG, VI, TM, TJ, UZ, LK, TT, HT, MM, BT, MH, MV, KZ, GD, FJ, BB, BM, BS, AG, AI, AW, LB, SV, US, PY, HN, GT, PR, NI, VG, AN, | AF, GN, SL, BW, IR, SY, MM, IQ, TG, KH, LS, YE, CI , LR, ZW, CU, LY, TZ, CG, ML, BO, LR, NE, AO, GM, NG, AG, GH, KR, KG, GN, SN, NA | US, IN, PK, BD, NG , ID, BE | BE, BR, KP, NZ, TR, US, CA, SG | US, JP, NZ | MY, BE, US, CA, CN, ID, PH, TG, NG, DO, MA, ZW, PR, TZ, TN, UG, BW, AO, AE | BR, KR, IR, IQ, SY, JP, US | US | US, CA, IL, KR, IR, MM, CU, SD, SY | AF, CI, CU, IQ, IR, LY, MM, KR, SD, PR, US, AU, SY, DZ, JP, EC. | US, TR |
You can compare Portfolio Management ratings, min deposits what the the broker offers, funding methods, platforms, spread types, customer support options, regulation and account types side by side.
We also have an indepth Top Portfolio Management for 2021 article further below. You can see it now by clicking here
We have listed top Portfolio management below.