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Portfolio composition by security (top holdings)[6]
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Performance and Risk[5]
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Annual Returns
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Year | Inflation | Compass Broad Basket Return | Invesco DB Commodity Tracking Return | Compass Broad Basket Balance | Invesco DB Commodity Tracking Balance | Compass Broad Basket Income (%) | Compass Broad Basket Income ($) |
2018 | 1.91% | -16.98% | -11.62% | $8,302.00 | $8,838.00 | 2.02% | $202.00 |
2019 | 2.29% | 29.31% | 11.84% | $10,735.00 | $9,885.00 | 3.58% | $297.00 |
Strategy | In order to achieve the primary goals of adding diversification and accessing growth opportunities, the portfolio management team might employ one or more of the following strategies: Global Macro, Event Driven. |
Style | Unless otherwise noted, all iCore accounts are semi-actively managed. This means the portfolio manager makes changes to the account only under the following conditions: (1) on an annual basis (for regular portfolio rebalancing); (2) when a specific security in the portfolio is no longer traded;(3) when a bond has matured or an option has expired; or (4) when a company has merged with another and is no longer traded. |
Objectives | Reasons for investing in iCore include increasing current income (cash flow), achieving long-term capital growth, saving for a specific life event, trust and estate planning, or planning for retirement, college educaiton. |
Lowest Costs | Lower commissions, no ticket charges, no technology, software, platform, or reporting fees, low financing rates, and competitive interest paid on idle cash balances. |
Margin Rates | Ultra-low margin loan interest rates. |
Smart Routing | As a fiduciary, our goal is to provide the firm stock, option, and combination prices available at the time of your order, and immediately execute your order electronically. Our clients received a net US dollar price improvement of $0.43 per 100 shares vs. the industry bid/offer. |
Product Selection | We invest globally in stocks, options, futures, forex, metals, bonds, ETFs, mutual funds, and hedge funds. Select from over 100 sub-accounts, including all asset classes and ESG investments. |
Global Markets | On your behalf, we invest globally in stocks, options, futures, forex, bonds, and funds from a single integrated account. 125 Markets, 31 Countries, and 23 Currencies. We access market data 24 hours a day/six days a week to stay connected to all global markets. We convert currencies at market-determined rates as low as 1/10 of a basis point. You can fund your account in multiple currencies. |
Currencies | On your behalf, we invest assets denominated in multiple currencies from a single account. Clients maintaining a margin account may change their base currency at any time through Client Portal and may affect deposits or withdrawals in a non-Base currency. Base Currencies are available in AUD, CAD, CHF, CNH, CZK, DKK, EUR, GBP, HKD, HUF, ILS, JPY, MXN, NOK, NZD, RUB, SEK, SGD, or USD. In addition, IB-India accounts are required to maintain a Base Currency of INR. |
Galleon Flagship | Our premium account management services for investors with $100,000 or more in total household assets, and for investors who may need additional services, such as Trust & Estate, Philanthropic, and Financial Planning. |
Online bill pay | Bill Pay allows Debit MasterCard® program participants to pay bills without the hassle of writing checks or paying for postage. It eliminates paperwork, and it facilitates the consistent execution of recurring payments. Bill Pay uses a secure ACH to electronically pay a merchant if the payee is included in our merchant directory. |
Mobile Check Deposit | All deposits require two-factor authentication. Funds are generally available within six business days after the deposit is approved and you can track your deposit via the Deposit History screen. This feature is currently available to US clients and for checks drawn from a US bank. |
Phone Support | Get answers to general questions about your account Monday through Friday, 24 hours a day. A dedicated team offers guidance and resources in financial planning, equity compensation, wealth management, and trading basics. |
Financial Adviser | You can consult with a dedicated Financial Adviser, or if you already have an adviser, we can consult with your current financial adviser to provide a plan that works for both of you. |
Debit Master Card | Adding the Debit Mastercard® to your account is quick and easy. It provides you with the convenience of accessing your account funds anywhere Debit Mastercard® is accepted around the world, and it lets you spend or borrow directly against your account with no monthly minimum payments and no late fees. |
Galleon Financial Planning | We develop professional financial plans for our clients to help them meet their financial needs today, and also plan for future goals. Working with a financial planner will help you come away feeling more confident knowing that you have the support you need to achieve your financial goals. |
Capital gains, dividends, and interest are taxable | The Galleon International Growth account invests primarily in stocks of non-U.S. based companies. Unless these types of securities are held in an IRA or other type of tax-deferred account, capital gains, dividends, and interest received from dividends is taxable income paid to shareholders. Additional foreign tax may be applicable, depending on your country of residency. We recommend that investors consult with a tax professional. |
Donor-Qualified | All Galleon accounts are donor-qualified. |
IRA-Qualified | IRA and other types of retirement accounts are tax-deferred accounts. Depending on your investment objectives, investing in international securities may be appropriate for helping investors achieve long-term goals. |
Galleon WebTrader | An HTML-based platform in a clean and simple interface that works from behind a firewall. Non-managed accounts can trade stocks, options, futures, Forex, funds, bonds, warrants, and more on over 125 markets worldwide, all from a single account. |
Order Types and Algo's | Supports over 60 order types, from the most basic limit order to advanced trading to the most complex algorithmic trading, to help you execute a wide variety of trading strategies. |
Sophisticated Risk Management | Real-time market-risk management and real-time monitoring provide a comprehensive measure of risk exposure across multiple asset classes around the globe and real-time data that gives you the edge you need to react quickly to the markets. |
Trading Platforms | The Galleon Wealth Management trading platform is professionally designed to help investors optimize their online trading speed and efficiency. Managed accounts have limited access to the platform, which allows investors to view all account activity, charts, and other market data. |
Advanced Tools | Navigate risk in real-time using a market-risk management platform that provides a comprehensive measure of risk exposure across multiple asset classes around the globe. Use the Short Stock Availability tool to view indicative rates and search the real-time availability of shortable stocks. Option Trader offers a simple yet powerful trading tool that lets you view and trade options on an underlying. |
Comprehensive Reporting | Statements and reports include real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis, tax optimization and a variety of other supplemental reports. Include outside accounts and assets held elsewhere to create a truly comprehensive view of your complete financial portfolio and wealth. |
Mobile Trading | Lighting-fast mobile trading, including charting, analytics, news, research, full financial data, and execution. For all mobile types including iPhone, Android, etc. |
Account Notifications | Receive mobile, email, or text alerts when your portfolio reaches certain levels. |
Financial Strength and Stability | As of January 1, 2020, equity capital exceeds $7.9 billion. 81.5% of custodian publicly traded equity is owned by employees and affiliates. A strong capital position, conservative balance sheet, and automated risk controls protect our clients from large trading losses. |
Privacy | We take your privacy very seriously. We have implemented several internal policies to help protect your identity. See our privacy policy for details. |
Our custodian has been consistently rated the best online broker by Barron's. |
ESG Data | ESG Accounts invest in companies that operate businesses with socially desirable products and services, and incorporate Environmental, Social, and Governance (ESG) factors into investment decision-making. Our technology allows investors to view highly-detailed ESG data about each company (when made available). |
1. Mutual funds and other types of investment companies may charge an expense ratio, which is a measurement of how much of a fund's assets are used for administrative and other operating expenses. Comparatively, all Galleon Core accounts have 0.0% expense ratio. We make every effort to avoid additional fees provided that doing so does not conflict with the primary goals and objectives of the account. 2. Our custodian usually charges a commission to place trades in the account. We do not earn any money from commissions or mark-ups. 3. Our management fees for all iCore accounts are based on a flat fee exclusive of total assets under management (AUM). 4. Some mutual funds or other types of investments may have a minimum requirement. 5. Figures include reinvestment of dividends and capital gains but don't reflect the effect of any fees or commissions, which would lower these figures. The initial investment used in the graph may be higher or lower than the initial minimum amount required to invest in each account. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index. Past performance cannot be used to predict future returns. The performance data shown represent past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate. This means that when you sell the positions in your account, they may be worth more or less than their original cost. Current performance may be lower or higher than the performance data cited. 6. The portfolio composition may change without prior notice. Core accounts are typically rebalanced either quarterly or annually, but the account manager may elect to change the composition at any time. 7. There are many types of risk, including interest rate, market, political, and currency. Each type of risk can affect the value of the securities in your account. |