Qualified investment advisory focused on growth
Our Model Portfolios
Incirrata's strategy is based on a model portfolio consisting of funds and exchange-traded products that aim to provide the best combination of long-term value growth and risk management. The portfolio has a Sharpe of 0.88 and average annual return of 14% per year.
Incirrata's thematic portfolio consists of 10 funds and ETFs selected according to 10 growth themes: AI and Technology, Aging Population, Space, Gaming & eSports, Global Healthcare, Chip & Semiconductor, Crypto and Cybersecurity. The portfolio has a Sharpe of 1.0 and annual average return of 21% per year.
The Incirrata Quality share portfolio is based on a quantitative screening to capture high-quality companies with stable growth and profitability, with a healthy balance sheet and return on capital, with an acceptable cash flow valuation.
About Incirrata
Incirrata's objective is to advise companies and individuals on investments that provide cost-effective exposure to growth combined with robust risk management.
Our services
Private
- ISK / Depot
- Monthly savings
- Analysis and news coverage
- Personal service and portfolio management
- Wide range
- Net depot
Business
- Capital insurance / Escrow
- Monthly savings
- Analysis and news coverage
- Personal service and portfolio management
- Wide range
- Net depot
Affiliated agent
Incirrata AB, corporate no. 556815-7837, is a registered affiliated representative of Svensk Värdepappersservice i Stockholm AB (SVP), organization no. 556324–5447. Read more about SVP, Permits and Supervision here http://incirrata.se/reg/