{"id":53881,"date":"2024-05-17T00:38:24","date_gmt":"2024-05-16T22:38:24","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=53881"},"modified":"2024-05-16T17:01:03","modified_gmt":"2024-05-16T15:01:03","slug":"s-investicnim-programem-ivy-inspirovanym-prestiznimi-americkymi-univerzitami-mohou-cesi-nove-dosahnout","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2024\/05\/17\/s-investicnim-programem-ivy-inspirovanym-prestiznimi-americkymi-univerzitami-mohou-cesi-nove-dosahnout\/","title":{"rendered":"S Investi\u010dn\u00edm programem ivy inspirovan\u00fdm presti\u017en\u00edmi americk\u00fdmi univerzitami mohou \u010ce\u0161i nov\u011b dos\u00e1hnout&#8230;"},"content":{"rendered":"<div id=\"fb-root\"><\/div>\n<p><span style=\"font-size: 18pt; color: #008000;\"><strong>S Investi\u010dn\u00edm programem ivy inspirovan\u00fdm presti\u017en\u00edmi americk\u00fdmi univerzitami mohou \u010ce\u0161i nov\u011b dos\u00e1hnout na da\u0148ov\u00e9 zv\u00fdhodn\u011bn\u00ed. Sta\u010d\u00ed do ivy investovat v re\u017eimu DIP.<\/strong><\/span><\/p>\n<p><strong>P\u0159edn\u00ed tuzemsk\u00fd obchodn\u00edk s cenn\u00fdmi pap\u00edry Colosseum ozn\u00e1mil, \u017ee jeho vlajkov\u00fd Investi\u010dn\u00ed program ivy je nov\u011b mo\u017en\u00e9 vyu\u017e\u00edvat tak\u00e9 v re\u017eimu Dlouhodob\u00e9ho investi\u010dn\u00edho produktu (DIP). \u010ce\u0161t\u00ed investo\u0159i, kte\u0159\u00ed si program inspirovan\u00fd strategi\u00ed zhodnocov\u00e1n\u00ed pen\u011bz presti\u017en\u00edch americk\u00fdch univerzit zvol\u00ed pro zaji\u0161t\u011bn\u00ed na\u00a0st\u00e1\u0159\u00ed, tak mohou s\u00a0\u0161iroce diverzifikovan\u00fdm portfoliem dos\u00e1hnout vedle c\u00edlen\u00e9ho v\u00fdnosu a\u017e 6 % p.a. tak\u00e9 na\u00a0da\u0148ov\u00e9 zv\u00fdhodn\u011bn\u00ed a\u017e 48 tis\u00edc korun ro\u010dn\u011b.<\/strong><\/p>\n<p>Vyhnout se nadm\u011brn\u00e9mu kol\u00eds\u00e1n\u00ed portfolia o des\u00edtky procent a m\u00edsto toho dlouhodob\u011b a\u00a0stabiln\u011b zhodnocovat investice p\u0159i vyv\u00e1\u017een\u00e9m ro\u010dn\u00edm c\u00edlen\u00e9m v\u00fdnosu a\u017e 6 % p.a. Takov\u00e1 je strategie unik\u00e1tn\u00edho Investi\u010dn\u00edho programu ivy, p\u0159i jeho\u017e tvorb\u011b se \u010desk\u00fd obchodn\u00edk s cenn\u00fdmi pap\u00edry Colosseum inspiroval u elitn\u00edch americk\u00fdch univerzit z takzvan\u00e9 B\u0159e\u010d\u0165anov\u00e9 ligy (Ivy League). \u201e<em>Presti\u017en\u00ed a bohat\u00e9 \u0161koly jako Harvard, Princeton \u010di Yale se p\u0159i investov\u00e1n\u00ed necht\u011bj\u00ed a nemohou pou\u0161t\u011bt do p\u0159\u00edli\u0161 velk\u00e9ho rizika. Od sv\u00fdch investic pot\u0159ebuj\u00ed dlouhodob\u011b stabiln\u00ed v\u00fdkonnost, aby mohly trvale financovat vzd\u011bl\u00e1vac\u00ed, v\u011bdeck\u00e9, v\u00fdzkumn\u00e9 \u010di stipendijn\u00ed programy s vysokou p\u0159idanou hodnotou. Proto\u017ee se jejich investi\u010dn\u00ed p\u0159\u00edstup v minulosti mnohokr\u00e1t osv\u011bd\u010dil, \u0159ekli jsme si, \u017ee by st\u00e1lo za to se u Ivy League inspirovat a nab\u00eddnout podobn\u00e9 investi\u010dn\u00ed principy i \u010desk\u00fdm investor\u016fm, t\u0159eba jako strategii pro zaji\u0161t\u011bn\u00ed na st\u00e1\u0159\u00ed,\u201d <\/em>popisuje <strong>Patrik Novotn\u00fd, investi\u010dn\u00ed strat\u00e9g spole\u010dnosti Colosseum.<\/strong><\/p>\n<p><a href=\"https:\/\/stranapro.cz\/\"><img decoding=\"async\" loading=\"lazy\" class=\"wp-image-53371 aligncenter\" src=\"http:\/\/www.infokuryr.cz\/n\/wp-content\/uploads\/2024\/05\/pro-6-volby-300x169.jpg\" alt=\"\" width=\"717\" height=\"404\" srcset=\"https:\/\/www.infokuryr.cz\/n\/wp-content\/uploads\/2024\/05\/pro-6-volby-300x169.jpg 300w, https:\/\/www.infokuryr.cz\/n\/wp-content\/uploads\/2024\/05\/pro-6-volby.jpg 785w\" sizes=\"(max-width: 717px) 100vw, 717px\" \/><\/a><\/p>\n<p>Vedle dlouhodob\u00e9ho investi\u010dn\u00edho horizontu a pestr\u00e9ho portfolia slo\u017een\u00e9ho z akci\u00ed, ETF fond\u016f, dluhopis\u016f, komodit, nemovitost\u00ed a dal\u0161\u00edch aktiv rozprost\u0159en\u00fdch nap\u0159\u00ed\u010d glob\u00e1ln\u00edmi i lok\u00e1ln\u00edmi trhy mohou nav\u00edc nyn\u00ed investo\u0159i vyu\u017e\u00edt u programu ivy tak\u00e9 re\u017eim DIP. Jde o leto\u0161n\u00ed novinku ve st\u00e1tn\u00ed podpo\u0159e zaji\u0161t\u011bn\u00ed na st\u00e1\u0159\u00ed, kter\u00e1 umo\u017e\u0148uje investor\u016fm ode\u010d\u00edst si od da\u0148ov\u00e9ho z\u00e1kladu a\u017e 48 tis\u00edc korun ro\u010dn\u011b. \u201e<em>Za\u0159azen\u00ed programu ivy do re\u017eimu DIP je\u0161t\u011b umoc\u0148uje jeho hlavn\u00ed v\u00fdhody pro konzervativn\u00ed \u010di vyv\u00e1\u017een\u00e9 investory, jako je optimalizovan\u00fd pom\u011br v\u00fdnosu a rizika \u010di dopl\u0148ov\u00e1n\u00ed portfolia o aktiva, je\u017e jsou v\u016f\u010di v\u00fdkyv\u016fm na finan\u010dn\u00edch trz\u00edch odoln\u011bj\u0161\u00ed ne\u017e samotn\u00e9 akcie \u010di burzovn\u011b obchodovan\u00e9 fondy,\u201d <\/em>vysv\u011btluje Novotn\u00fd.<\/p>\n<p>Dal\u0161\u00ed v\u00fdhodou programu ivy je, \u017ee jeho st\u00e1vaj\u00edc\u00ed i nov\u00ed klienti mohou svoje investice rozd\u011blit na\u00a0ty, kter\u00e9 za\u0159ad\u00ed do re\u017eimu DIP a budou s nimi c\u00edlit na spln\u011bn\u00ed z\u00e1konn\u00fdch podm\u00ednek pro\u00a0da\u0148ov\u00e9 v\u00fdhody (investovat alespo\u0148 po dobu 10 let a vybrat si prost\u0159edky nejd\u0159\u00edve v\u00a060\u00a0letech v\u011bku) a\u00a0na ty, u kter\u00fdch sice da\u0148ov\u00e9 zv\u00fdhodn\u011bn\u00ed \u010derpat nebudou, ale mohou s nimi m\u00ed\u0159it na\u00a0krat\u0161\u00ed \u010dasov\u00fd horizont.<\/p>\n<p>Investi\u010dn\u00ed program ivy je k dispozici ve t\u0159ech proveden\u00edch potfolia (money, balanced a\u00a0dynamic), p\u0159i\u010dem\u017e nap\u0159\u00edklad ivy dynamic dosahuje ve srovn\u00e1n\u00ed s obdobn\u00fdmi konkuren\u010dn\u00edmi produkty o v\u00edce ne\u017e t\u0159etinu lep\u0161\u00ed pr\u016fm\u011brn\u00e9 anualizovan\u00e9 v\u00fdkonnosti p\u0159i a\u017e o polovinu men\u0161\u00ed rizikovosti odvozen\u00e9 z kol\u00eds\u00e1n\u00ed ceny. \u201e<em>Pr\u00e1v\u011b d\u00edky d\u016frazu na ochranu hodnoty kapit\u00e1lu ve\u00a0spojen\u00ed se schopnost\u00ed doru\u010dovat jedny z nejsolidn\u011bj\u0161\u00edch v\u00fdnos\u016f v kategorii vyv\u00e1\u017een\u00fdch produkt\u016f je investi\u010dn\u00ed program ivy vhodn\u00fd pro dlouhodob\u00e9 investice, kter\u00e9 m\u00e1 smysl vyu\u017e\u00edvat v re\u017eimu DIP,\u201d <\/em>uv\u00e1d\u00ed investi\u010dn\u00ed strat\u00e9g Patrik Novotn\u00fd.<\/p>\n<p>V re\u017eimu DIP je program ivy dostupn\u00fd v r\u00e1mci \u0161irok\u00e9 s\u00edt\u011b investi\u010dn\u00edch zprost\u0159edkovatel\u016f a\u00a0finan\u010dn\u00edch konzultant\u016f na z\u00e1klad\u011b vypln\u011bn\u00ed formul\u00e1\u0159e na webu dip.colosseum.cz. Re\u017eim DIP nen\u00ed nad r\u00e1mec standardn\u00edho cen\u00edku ivy nijak zpoplatn\u011bn a p\u0159ev\u00e9st do DIP svoje investice mohou \u010d\u00e1ste\u010dn\u011b \u010di zcela i st\u00e1vaj\u00edc\u00ed klienti. Colosseum nav\u00edc v r\u00e1mci DIP ji\u017e nab\u00edz\u00ed \u00fasp\u011b\u0161n\u00fd realitn\u00ed fond NEMO a do konce m\u011bs\u00edce za\u0159ad\u00ed do tohoto re\u017eimu tak\u00e9 produkt TOP ETF pro\u00a0investory, kte\u0159\u00ed svou investi\u010dn\u00ed strategii cht\u011bj\u00ed \u0159\u00eddit sami.<strong>\u00a0<\/strong><\/p>\n<p><span style=\"font-size: 18pt;\"><strong>O Colosseum, a.s. <\/strong><\/span><\/p>\n<p>Spole\u010dnost Colosseum u\u017e v po\u010d\u00e1tku roku zah\u00e1jila nab\u00edzen\u00ed sv\u00fdch produkt\u016f v re\u017eimu DIP, kdy prvn\u00edm produktem, v r\u00e1mci, kter\u00e9ho mohou investo\u0159i vyu\u017e\u00edt da\u0148ov\u00e9ho zv\u00fdhodn\u011bn\u00ed, je\u00a0nemovitostn\u00ed fond NEMO. N\u00e1sledoval investi\u010dn\u00ed program ivy, inspirovan\u00fd investi\u010dn\u00edmi strategiemi presti\u017en\u00edch univerzit Ivy League, jeho\u017e \u010dleny jsou jm\u00e9na jako je Harvard nebo Yale. Pro investory, kte\u0159\u00ed si cht\u011bj\u00ed sv\u00e9 dlouhodob\u00e9 portfolio \u0159\u00eddit sami bude v nab\u00eddce tak\u00e9 produkt TOP ETF, kter\u00fd nab\u00edz\u00ed jednoduch\u00e9 pravideln\u00e9 investov\u00e1n\u00ed do n\u00edzkon\u00e1kladov\u00fdch burzovn\u011b obchodovan\u00fdch fond\u016f.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-1185\" src=\"http:\/\/www.infokuryr.cz\/n\/wp-content\/uploads\/2021\/04\/kuryr-podpis.png\" alt=\"\" width=\"84\" height=\"24\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>S Investi\u010dn\u00edm programem ivy inspirovan\u00fdm presti\u017en\u00edmi americk\u00fdmi univerzitami mohou \u010ce\u0161i nov\u011b dos\u00e1hnout na da\u0148ov\u00e9 zv\u00fdhodn\u011bn\u00ed&#8230;.<\/p>\n","protected":false},"author":2,"featured_media":53882,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[236,45,286,6227],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/53881"}],"collection":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/comments?post=53881"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/53881\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/53882"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=53881"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=53881"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=53881"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}