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rebalancing
Get precise trade instructions
Spread investments across growth and income for regular cash flow to be used for periodic rebalancing, minimizing the need to sell investments.
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diversification
core and satellite asset classes
BERIL emphasizes staying invested in low-cost index funds across various asset classes over long duration and focusses mainly on maintaining optimal allocation across all sectors.
Use core asset classes to build a solid foundation and satellite asset classes to stay on top of markets -
tax loss harvesting
save on taxes
Minimize taxable gains by tracking loss making investments and be notified when to sell and buy back
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risk reporting
measure your performance
Deep analysis of portfolio that are only available to institutional investors and hedge funds are made accessible to all investors. Various reports include attribution analysis, max drawdowns and various other greeks.
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hands on
get used to trading
Mission of BERIL is to empower investors to take charge of their finances. It.s not a click and forget system. Our goal is to build guardrails so investors can trade and manage their position in a safe and secure environment knowing their risk is controlled.
the mission
BERIL aims to provide a framework and guardrails to invest primarily with a focus on diversification and maintaining an asset allocation that minimizes risk of capital loss and provides a reasonable return over a long duration.
Designed primarily for investors with a 10 to 15 years to retirement, BERIL helps to stay invested optimally weathering any market conditions. It helps create an all-weather portfolio that investors can create with minimum effort. It.s a semi-automated system that encourages users to be hands on with their investments but eliminates the need to do their own research.
phone
843-900-7452
askberil@gmx.com
website
www.berilsoft.com
