Christmas Corporation | Investment Management

ANNUAL RETURN
26.5%

SINCE INCEPTION IN JANUARY 2016

Data as of July 31, 2021

Our company was born to serve one purpose: to outperform stock market over the long run, in a world where 80% of actively managed equity funds underperformed benchmarks.

WE MANAGE CLIENTS’ ASSETS USING:

Separately Managed Account (SMA) Structure

An SMA is a portfolio of securities managed by us on clients behalf using our strategies. It enables clients to directly own individual securities in an account, unlike pooled vehicles such as mutual funds. Under SMA structure, all assets are under clients' name.

We use Interactive Brokers as executing broker and custodian to hold clients' assets.

Investing Our Own Money Using Same Strategy with Our Clients

Christmas Corp focuses on equities across the U.S. and Euro Area. We are passionate to serve our clients - managing and growing their assets with the same portfolio strategy of our own investment. We eat what we are cooking!

We focus on long-term performance, neglecting any short-term noises that may compromise our investment returns. Our portfolio managers deeply rely on our analytical research, forecasts, and their own judgment and experience in making investment decisions on what securities to buy and hold.

SEE OUR PORTFOLIO

INVESTMENT SIMULATION

Your initial investment:

Amount that you want to add, annually:

$ 662,117

by having your portfolio managed by us

$ 174,494

by investing in S&P 500

Investment management and advisory services are provided by Christmas Corporation, an SEC registered investment adviser (SEC file number: 801-107155). Registration does not imply a certain level of skill or training nor does it imply endorsement by The SEC.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance is not a guarantee of future results. For more details, see our Form ADV Part 2 and other disclosures.

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Christmas Corporation. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.

For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.

in 30 years, you will have:

Q3 2020 Newsletter

Q1 2021 Newsletter

Q4 2020 Newsletter