14 Martiçin Moka: Intelligent investing uygulama analizi

RADICALLY BETTER OUTCOMES START HERE Moka is a fully managed investing app that transforms the way you build wealth by combining a proven strategy with behavioral science to deliver results most investors aspire to but never achieve. By getting you to invest like an intelligent investor, Moka puts you on a path to life-changing wealth. “Most of the people who are in wealth management have an almost zero chance of outperforming an unmanaged index like the S&P.” – Charlie Munger Moka's strategy is built around the S&P 500, a benchmark index, which has averaged a 10% annual return since 1957 and outperformed 98% of professional fund managers. By contrast, the average investor achieves just 4%; this staggering gap in performance can cost millions of dollars in lost wealth over time. JOIN AN ELITE GROUP OF WEALTH BUILDERS By signing up for Moka, you're joining thousands of Canadians who aren't satisfied with the status quo and are ready to take control of their financial future. The top 100 Moka members are on track for a combined $1.6 billion in wealth. “The investor’s chief enemy—and even his worst enemy—is likely to be himself.” – Benjamin Graham Behavioral mistakes—such as buying high during market peaks and selling low during downturns—are the biggest obstacles to investing success. In a study of the CGM Focus Fund, the fund itself delivered an 18% annual return over a decade, yet the average investor in the fund lost money due to emotional decisions. Moka incorporates behavioral science to create an environment designed to keep you disciplined, focused, and motivated to achieve long-term financial freedom. TRUSTED, REGULATED, AND SECURE Your investments are managed by licensed professionals, regulated by the AMF, and protected by CIPF with up to $1M in coverage for RRSPs and TFSAs. Featured in Apple’s “New App We Love”, Moka has also been highlighted by The Globe & Mail, Financial Post, CBC, BNN, and Global. It’s even been recommended by Thomas Lee, CNBC Top Strategist and Co-Founder & Head of Research at Fundstrat. PART OF INTELLIGENT INVESTING Moka is a part of INTELLIGENT INVESTING, which includes access to Mogo and FinChat Pro at no additional cost. For more details, visit intelligentinvesting.ai. References and disclaimers: See web.mogotrade.ca/legal The “S&P” and “S&P 500” are registered trademarks of the Standard & Poor’s Financial Services LLC. Moka Financial Technologies Inc. is a wholly owned subsidiary of Mogo Inc. and an affiliate of Mogo Finance Technology Inc. Investment accounts through Moka are opened with Mogo Asset Management Inc., registered portfolio manager. © 2024 Moka and the Moka designs are trademarks of Moka Financial Technologies Inc. Mogo Finance Technology Inc. is an affiliate of Moka Financial Technologies Inc. 1 - The 10-year average annual return for the Moka Equity Growth Portfolio is based on the S&P 500 Index in Canadian dollars, as of Nov 30, 2024. Since the Moka portfolio was created less than 10 years ago, we used actual S&P 500 Index data. The Moka Equity Growth Portfolio is fully invested in the S&P500. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index. The Moka Equity Growth portfolio performance for 1-year was 37.48%, for 3-years was 14.79%, and for 5-years was 15.08% as of Nov 30, 2024. Please see our Moka fund facts on our website. 2 - These images are provided for information purposes only. The portfolios have different asset allocations mixes and other portfolio characteristics differences thus conduct your own research. Please note the Tangerine Equity Growth Portfolio of 9.48% is an actual number; the Wealthsimple Growth Portfolio of 7.6% is an estimated number and the RBC Select Growth Portfolio of 6.9% is an actual number. All the competitors' returns are as of September 30, 2024. Please see the competitors' website for numbers provided in this example.