Investment Account in Panama

Opening an investment account in Panama

Opening an investment account in Panama through Caporaso & Partners allows clients to take advantage of the strength of the Panamanian financial system and access opportunities in global markets. This structure offers essential diversification, both geographically and in terms of assets, which protects funds and reduces risk from political or economic fluctuations in a single jurisdiction.

By combining a Panamanian account with a back-up account in the United States or Switzerland, the client can trade in all major financial markets, from stocks on Wall Street to bonds on European exchanges, thus expanding investment options.

In addition to the possibility of investing in international markets, Panama offers a banking system focused on protecting investor privacy, along with laws that favor account confidentiality and asset protection. This provides an additional layer of security for funds, allowing investors to manage their wealth in an environment with high standards of privacy and respect for financial security.

Supporting jurisdictions, such as Switzerland and the United States, bring their own strength and reputation for investment management, which adds another level of confidence for clients seeking stability. Your investment account in Panama can be opened completely remotely, facilitating the management of investments without the need to be present in Panama.

In addition, the Panamanian tax system, which taxes only income generated within the country, allows for efficient tax planning, optimizing benefits for those whose income comes mainly from abroad. By complying with a minimum deposit of USD 100,000, clients gain access to a range of preferential services and personalized advice, ensuring that their financial decisions are structured appropriately and in compliance with local and international regulations.

Caporaso & Partners, always ahead of the curve

With the support of Caporaso & Partners, clients can build a diversified and secure portfolio that maximizes their wealth protection and the growth potential of their investments. You will be able to make and receive bank transfers with the support of the largest brokerage firms in Panama, the United States and Switzerland. The accounts are in your name and backed by insurance.

A reputable international broker offers advanced services to manage investments in global markets, allowing clients to access a wide range of financial instruments, such as stocks, bonds, mutual funds, ETFs and more. These brokers have robust platforms and real-time analysis tools, making it easy for investors to make informed decisions and efficiently manage their portfolios.

Commissions are a fundamental aspect of a broker’s services, and a top-tier broker stands out for its competitive fees. In this case, with a custody fee of 0.5%, the broker charges an affordable cost for holding and safeguarding client assets in their accounts, which includes not only securities protection, but also dividend management and other administrative services.

The 0.7% commission for buying and selling is applied on the value of transactions, which represents a low burden for investors seeking to trade regularly in the market without having their profits diminished by excessive commissions.

In addition, these brokers and teams of experts offer personalized advisory and support services that help clients optimize their investment strategies. The combination of low commissions and comprehensive service at an international broker allows investors to diversify their portfolios profitably and maintain efficient and secure management of their wealth globally.

See, for example, a tailor-made portfolio created by our experts.

1. Advanced Micro Devices (AMD) in your investment account in Panama
2. BAE Systems in your investment account in Panama
3. CrowdStrike in your investment account in Panama
4. Dassault Aviation in your investment account in Panama
5. Elbit Systems in your investment account in Panama
6. ETF Global X Uranium in your investment account in Panama
7. GE Aerospace in your investment account in Panama
8. Lockheed Martin in your investment account in Panama
9. Palantir Technologies in your investment account in Panama
10. SoFi Technologies in your investment account in Panama

 Advanced Micro Devices (AMD), 10% in your investment account in Panama

Advanced Micro Devices (AMD) has emerged as a formidable competitor in the technology and artificial intelligence (AI) sector, driven by its high-performance processors and graphics processing units (GPUs). The company has made significant advances in data center, gaming and AI applications, challenging Nvidia’s dominance in this area.

AMD has strengthened its presence in the data center market with its EPYC processors, which offer competitive performance and power efficiency. In the third quarter of 2024, the company reported record revenues in this segment, reaching $3.5 billion, up 122% year-on-year and 25% sequentially.

In the gaming sector, AMD has experienced a decline in revenue due to lower demand for console components and Radeon graphics cards. However, the company plans to revitalize this market with the launch of its RDNA 4 GPUs in 2025.

The $35 billion acquisition of Xilinx has strengthened AMD’s portfolio in FPGA and adaptive computing, positioning it in sectors such as AI, telecommunications and automotive. This integration enables AMD to offer more versatile and adaptable solutions, expanding its reach into AI applications and other emerging markets.

While Nvidia maintains a dominant position in the AI market with its CUDA architecture and widely adopted GPUs, AMD has made rapid progress. The company has invested in the development of AI accelerators, such as the AMD Instinct MI325X, and has entered into strategic partnerships to strengthen its position in this sector.

With a diversified strategy and a focus on innovation, AMD is well positioned to challenge Nvidia’s dominance in the long term. The combination of its EPYC processors, RDNA GPUs and integration of Xilinx technologies enables it to offer competitive solutions in the AI market and beyond.

In short, AMD represents a compelling investment in the technology and AI sector, backed by its commitment to innovation and its ability to adapt to changing market demands.

See, for example, a tailor-made portfolio created by our experts.

BAE Systems(LSE: BA), 10% in your investment account in Panama

BAE Systems, based in the United Kingdom, is one of Europe’s leading defense companies. The company manufactures a wide range of military equipment, including combat aircraft, armored vehicles, naval systems and cyber technology. It holds significant contracts with several European countries, especially in the framework of joint defense programs.

In recent years, BAE Systems has experienced remarkable growth. In the first half of 2024, the company reported a 13% increase in revenue to £13.4 billion and an increase in operating profit to £1.39 billion. The order book grew by 6% to £74 billion, driven by orders from Australia, Eastern Europe and the acquisition of a U.S. space company.

BAE Systems has secured significant contracts in Europe. In July 2024, the company awarded a £42 million contract to Czech company Tatra Defense Vehicle for the manufacture of Collaborative All-Terrain Vehicle (CATV-3N) joint program armor for Germany, the UK and Sweden.

In addition, in October 2024, BAE Systems signed a strategic alliance with the Spanish company Amper to strengthen technological capabilities in the defense sector, including the possibility of technology transfer.

With increased defense spending in Europe and participation in joint programs, BAE Systems is well positioned to maintain its growth and strengthen its presence in the European defense market.

Crowdstrike (CRWD), 10% in your investment account in Panama

CrowdStrike is a strategic investment in the cybersecurity sector due to its leadership in cloud-based protection solutions and real-time threat response capabilities. Its artificial intelligence-powered Falcon platform offers advanced endpoint detection and response (EDR) capabilities, filling a critical niche in an environment where cyber attacks are becoming more frequent and sophisticated. With a recurring revenue model that ensures steady growth and a customer retention rate at high levels, CrowdStrike is well positioned to capture a larger share of the cybersecurity market, making it an attractive option for generating alpha over the long term.

It is pivotal in the defense arena due to its ability to protect critical military and government infrastructure against advanced cyberattacks. Its artificial intelligence-based Falcon platform detects and neutralizes threats in real time, making it a key defense in cybersecurity operations for military agencies facing persistent and sophisticated attacks. With growing contracts with the U.S. Department of Defense and allies, CrowdStrike is positioned as a leader in protecting highly sensitive assets and has a recurring revenue model that drives its growth and ensures financial stability in a sector with ever-expanding budget priorities.

Dassault Aviation SA, 10% in your investment account in Panama

Dassault Aviation SA is a French company recognized for its expertise in high-tech combat aircraft, such as the Rafale fighter, used by air forces in Europe and other global markets. With a strong track record of government contracts and exports, Dassault benefits from the growing demand for advanced defense capabilities in an ever-changing global security environment. In addition, its participation in European joint defense programs, such as the Future Combat Air System (FCAS), secures its position as a key player in the future of military aviation, providing financial stability and long-term growth potential in the defense sector.

In the first half of 2024, Dassault Aviation reported adjusted revenues of €2,538 million, an increase of 10.6% compared to €2,295 million for the same period in 2023. This increase is attributable to the delivery of six Rafale aircraft to France and 12 Falcon jets. Adjusted operating income amounted to €170 million, compared to €151 million in the first half of 2023. Adjusted net income was €442 million, compared with €405 million in the same period of the previous year.

The consolidated backlog as of June 30, 2024 was €41,157 million, compared to €38,508 million as of December 31, 2023. This backlog includes 223 Rafale aircraft (159 for export) and 83 Falcon jets.

Dassault Aviation has secured significant contracts in the defense sector. In January 2024, the French Defense Procurement Agency (DGA) awarded Dassault a contract for the production of 42 standard F4 Rafale aircraft for the French Air and Space Force.

In August 2024, Serbia signed an agreement with Dassault Aviation for the procurement of Rafale fighter jets, marking a milestone in the company’s expansion in the European market.

With increasing defense spending and demand for advanced technologies, Dassault Aviation is well positioned to maintain its growth and strengthen its presence in the defense market. The company continues to invest in research and development to deliver innovative solutions that meet the needs of its customers and contribute to global security.

Elbit Systems (ESLT), 10% in your investment account in Panama

Elbit Systems, (NASDAQ: ESLT), a leading Israeli defense technology company, offers an attractive investment proposition due to its strong position in advanced technologies and its diversification across multiple military and security product lines. The company is recognized for its surveillance systems and drones, especially the Hermes line, widely used in reconnaissance operations globally, including complex geopolitical scenarios. With significant contracts both in Israel and in several NATO countries, Elbit benefits from a steady demand in an increasingly volatile global security environment. In addition, its innovation capabilities in autonomous systems and cybersecurity provide it with a resilient revenue stream, positioning it favorably in a defensive sector that tends to be countercyclical, which is valuable for portfolio stability in uncertain markets.

In the second quarter of 2024, Elbit Systems reported revenue of $1,626.2 million, an increase of 11.85% compared to the same period last year. Adjusted diluted earnings per share were $2.08, up from $1.65 in Q2 2023. Order backlog reached $20.4 billion, with approximately 71% coming from international customers.

Elbit Systems has secured significant contracts in the defense sector. In October 2024, the company won a $200 million contract to supply a laser defense system as part of a broader $533 million deal aimed at significantly expanding laser interception systems.

In addition, in May 2024, Elbit Systems signed a $305 million contract to supply PULS artillery rocket systems to the Dutch Army as part of an agreement between the ministries of defense of Israel and the Netherlands.

With increased defense spending and demand for advanced technologies, Elbit Systems is well positioned to maintain its growth and strengthen its presence in the defense market. The company continues to invest in research and development to provide innovative solutions that meet the needs of its customers and contribute to global security.

ETF Global X Uranium (URA), 10% in your investment account in Panama

Fund managed by Global X, with over $2. 900 million under management, which pays an annual dividend of close to 6% and which we consider to be disruptive for the future, not only because in the short term it may benefit from a hostile geopolitical environment such as the one currently being experienced in the Middle East, but also because as more countries seek to reduce their carbon emissions, nuclear energy is considered a viable option for a more sustainable energy matrix, where global uranium production has declined in recent years due to historically low prices, but demand is currently increasing exponentially, mainly due to high energy consumption resulting from the AI-related boom, creating a limited supply that could lead to higher prices. The ETF is currently trading near $30 but was hovering above $130 at the start of 2011.

With AI driving exponential energy demand in data centers and high-capacity processing, nuclear power is positioned as a reliable and clean source to meet this need.

GE Aerospace (GE), 10% in your investment account in Panama

GE Aerospace, a division of General Electric, stands out in the defense sector for its leadership in advanced engines and propulsion systems for military and commercial aircraft. The company is a leading supplier of engines for fighter jets, such as the F-35 Lightning II, and military helicopter programs, ensuring recurring revenues and financial stability through long-term government contracts. In addition, GE Aerospace is investing in next-generation technologies, including more efficient and sustainable propulsion systems, which positions it favorably in a growing market driven by fleet renewal and demand for high-tech defense solutions.

In the third quarter of 2024, GE Aerospace reported adjusted revenue of $8.943 billion, reflecting 6% growth compared to the same period last year. Adjusted earnings per share increased 25% to $1.15. These results were driven by a 28% increase in total orders, which totaled $12.6 billion, and a 10% increase in commercial services revenue.

GE Aerospace has secured significant contracts in the defense sector. In July 2024, in collaboration with the NATO Support and Procurement Agency (NSPA), it completed the first next-generation rotorcraft capability study, analyzing advanced powerplant solutions to meet NATO missions.

In addition, in March 2024, the company announced an investment of more than $650 million in manufacturing and supply chain facilities to increase LEAP engine production and prepare for GE9X engine production, supporting both commercial and military customers.

With increased defense spending and demand for more efficient and sustainable propulsion technologies, GE Aerospace is well positioned to maintain its growth and strengthen its presence in the defense market. The company continues to invest in research and development to deliver innovative solutions that meet the needs of its customers and contribute to global security.

Lockeed Martin (LMT), 10% in your investment account in Panama

Lockheed Martin is positioned as one of the strongest investments in the defense sector, with a diversified portfolio of products that includes advanced aircraft, missile systems, space technologies and cybersecurity solutions. Its leadership in programs such as the F-35 stealth fighter and THAAD missile defense systems secures long-term contracts with key governments, including the United States and several allied countries, providing stable and predictable revenue streams.

Lockheed is also increasing its presence in the space sector, a rapidly expanding industry, through launch projects, satellites and collaboration in the exploration of the moon and Mars, extending its growth prospects. With a strong track record of growing returns and dividends, as well as a low correlation to economic cycles, Lockheed Martin represents a defensive and strategic asset in a diversified portfolio, ideal for capturing value in a high-demand environment for security and advanced technology.

Palantir Technologies (PLTR), 10% in your investment account in Panama

Palantir stands out in the defense sector for its high-precision data analytics software and its ability to integrate into military and intelligence operations. Its *Gotham* and *Foundry* platforms are essential for processing and analyzing large volumes of data in real time, which is vital for decision-making in combat scenarios and strategic operations. With strong contracts with the U.S. Department of Defense and several allied agencies, Palantir benefits from a growing demand for AI-based defense technologies. This military focus and its specialization in intelligence and security strategically positions it in a sector with high budget and government priorities, thus ensuring recurring revenues and sustained potential growth in a high-demand technology environment.

Palantir (PLTR) is an attractive opportunity in the technology sector, especially in the field of Artificial Intelligence (AI). Through its *Foundry* and *Gotham* platform, Palantir has built a robust AI infrastructure that enables its customers to not only analyze data, but also predict and respond to high-impact events with agility. With long-term contracts with government agencies and Fortune 500 companies, Palantir is well positioned to capture a larger share of the AI market, while benefiting from high barriers to entry and growing demand for data and advanced intelligence solutions, which strengthens its recurring revenue and growth potential in a highly competitive technology environment.

Sofi Technologies (SOFI), 10% in your investment account in Panama

SoFi Technologies Inc (NASDAQ: SOFI) is a leading financial technology company offering a comprehensive platform with banking, lending, investment and insurance products, appealing to a young and digitally connected user base. With a full banking license, SoFi is able to generate interest income from deposits and offer competitive rates, improving its margins compared to fintechs without a banking license. Its focus on technology and personalized user experience allows it to expand customer loyalty and retain users across multiple products, driving growth. This “financial super-app” model gives SoFi significant potential in a fast-growing fintech market with high demand for integrated financial services.

In the third quarter of 2024, SoFi reported net revenues of $697 million, an increase of 30% compared to the same period last year. The company posted net income of $61 million, marking its fourth consecutive quarter of GAAP profitability. Total membership increased by 756,000 to nearly 9.4 million, reflecting a significant expansion of its user base.

SoFi also raised its financial forecast for fiscal 2024, now expecting adjusted net revenues between $2.535 billion and $2.55 billion, with earnings per share between $0.11 and $0.12.

As of November 1, 2024, SoFi’s stock trades around $11.04. In the past month, the stock has experienced a more than 40% appreciation, reflecting market confidence in the company’s financial performance and growth prospects. However, the stock is still below its all-time high of $28, suggesting further appreciation potential if the company continues on its growth trajectory.

With its “financial superapp” model and diversified product offering, SoFi is well positioned to capitalize on the growth of the fintech market and demand for integrated financial services. Its ability to attract and retain a young, digitally connected user base, coupled with its full banking license, gives it a competitive advantage in the industry. The company continues to invest in technology and user experience to drive customer loyalty and expand its market share.