What is in the model portfolio?
A dynamic ETF mix to cover Emerging Markets and Equities Bear exposures. The model allows the investor to get the Emerging Markets exposure adjusted for macro/market risk.
Investment strategy?
Vertically integrated data driven structured investment process to deliver risk managed out-performance within the model portfolio parameters.
What are the investment expectations?
Sustainable long-term out-performance with managed volatility and downside protection.
Why this model portfolio?
• High diversification potential
• High-risk management
• Low turnover
• High liquid holdings
• High single digit returns over long term
• Benchmark S&P 300
Historical model performance
Performance analysis excludes dividends and transaction costs.