Christmas Corporation | Investment Management

Your first-class investment manager

Christmas is a digital investment advisor with a history of beating the stock market and actively-managed investment strategies

Join now Factsheet

Signature Strategy

What an investment advisor should do with your money

We pledge our expertise, experience, and track record to all clients. You'll have a partner who's invested in your success every step of the way.

26.25%
Average annual return of Christmas Signature Strategy since inception, net of fees
Learn more about our strategies

Direct investing in global stocks

Unlike most digital/robo advisors, we won't stuff your cash into ETFs or mutual funds, which you can do it yourself! Here is our free guidance that will save you unnecessary advisory fees.

A rigorous stock picking and portfolio management are needed to outperform the stock market. Better investment performance means better future, here's why.

We save you time (money)

Diving into thousands of stocks, millions of pages of reports. We do the hard work of investing and taking care of your money, so you can focus on what you're best at: your work, your family, your life.

And we'll walk with you throughout the journey. Our team invest a substantial amount of money, side by side with clients. We eat our own cooking!

Net Cumulative Return
since inception January 2016

Client Portal
Create an account, deposit or withdraw money, monitor assets and performance, everything at your fingertips

Auto Rebalancing, Fractional
Fractional share capability ensures that your portfolio can be rebalanced proportionately, regardless of account size

Say Hello to Our Team
Stay connected, even when we're miles apart! You may just want to make sure we are not lifeless robo managing your money

Transparent, affordable, premier services

Your financial future depends on you registering right now. It's easy and only takes a few minutes, and you'll get your own private account being kept safe at Interactive Brokers, one of the biggest brokerage and custodian firms.

Fair fees seal the deal. So, if you're ready to make it rain, you need a partner who cares about your long-term wealth as much as you do. You need the best. You need Christmas!

Management fee & minimum investment

What are you waiting for?

Minimum initial investment is $5,000 but we suggest to start with at least $10,000 so that your portfolio can closely mirror our strategy.

No minimum for top ups or next deposits.

*Daily fee is calculated as follows:

1% x (1/252 trading days in a year) x daily NAV

Non U.S. client:

15% performance-sharing for positive return above 1.25% hurdle rate on quarterly basis.

No annual management fee.

Minimum initial investment is $10,000.

No minimum for top ups or next deposits.

Christmas Corporation (“Christmas") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training nor does it imply endorsement by The SEC. Please see our Form ADV and other disclosures. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value, and there is always the potential of losing money when you invest in securities. Past performance is no guarantee of future results. Performance results were prepared by Christmas, and have not been reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Any expected returns or projections are hypothetical in nature and may not reflect actual future performance.

Interactive Brokers (“IB”) is the execution broker, clearing broker, and custodian. Marsco Investment Corporation (“Marsco”) serves as a fully-disclosed introducing broker to Interactive Brokers. Both IB and Marsco are SEC registered broker-dealers and members of FINRA/SIPC. Client Portal is powered by TradingFront of which Interactive Brokers is an indirect shareholder.

Christmas provides investment advisory solely through interactive website.

Christmas	275.3%
Nasdaq Composite	223.0%
S&P 500	146.8%
MSCI World	109.6%
Betterment	101.6%