What is in the model portfolio?
A dynamic ETF mix to cover Global Tech, Global Health Care and Equities Bear exposures. The model allows the investor to get the full exposure of the global tech/health market with risk mitigation.
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 strong outperformance with better management of elevated volatility and downside protection.
Why this model portfolio?
• Low diversification potential
• Medium risk management
• Low turnover
• High liquid holdings
• Elevated market out-performance over the long term
• Benchmark S&P 300
Historical model performance
Performance analysis excludes dividends and transaction costs