Self-managed investment portfolio: control is in your hands
A self-managed investment portfolio is the manual route of the investment world. Here, you do not buy a ready-made product from an insurance company or investment house. Instead, you open a trading account and decide for yourself what to buy, when to sell, and how much risk to take.
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How does it work in practice?
You invest through an account at a bank or a Beit Hashkaot (בית השקעות; investment house) that is a member of the stock exchange. You choose the portfolio's composition: stocks, bondsA type of "loan" that an investor provides to a government or company in exchange for repayment of the principal plus interest., exchange-traded fundsA security traded on an exchange that tracks a particular index, allowing an investor to buy a "basket" of assets in a single transaction., or mutual fundsAn investment vehicle that allows many investors to pool their money into a shared portfolio of assets managed by a professional. — all according to your own judgment.
- Open an account: Deposit money into a dedicated trading account.
- Carry out transactions: You decide what to buy, when to sell, and at what price.
- Full flexibility: There is no deposit ceiling, and in most cases you can begin investing with very small amounts.
Control and transparency
Self-management gives you full control and maximum transparency. You know at any moment where the money is invested and how it is performing.
