Tuesday, 02 April 2013 23:23

Resulting Portfolio

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A typical portfolio includes investments in Hard Assets, Global Equities & Tactical Strategies, and Global Bonds.  These allocations are determined based on a client’s unique objectives and risk profile as well as our prevailing macroeconomic big-picture view.  Some portfolios my also include Unique Private Opportunities.

Unique Private
Opportunities
Hard
Assets
Global
Bonds
Global
Equities
Read 198331 times Last modified on Thursday, 25 April 2013 16:11
More in this category: « Building Portfolios

Unique Private Opportunities

Investors’ immediate challenge today is finding reasonable returns in a world of compressed interest rates and overvalued markets.  We believe investors can take advantage of unique investment opportunities that offer compelling returns today.  Our strategic partnership with Iridius Capital provides select investors with unique opportunities in real estate, cross-border international investments and specialty financial services.    Currently, Iridius Capital is focused on hybrid rental real estate, developing all-rental communities that deliver a single family home experience.

Hard Assets

Unlike financial assets such as stocks and bonds, hard or “tangible” assets represent ownership in physical assets.  These assets include energy, agriculture and metals as well as real estate.  We identify investments that will benefit as the amount of paper currency in the global system continues to expand.  These investments will perform well in the current weak growth environment, but are poised to excel as an inflationary path takes hold.    We combine our own research with recommendations from outside research firms.  Our strategy is to preserve the real purchasing power of client assets from the inflationary damage caused by currency debasement. Our hard assets may constitute a diversified mix of assets in the following categories:

 

Financial Assets

Our approach to identifying investment managers is to utilize the best ideas of outside research providers combined with our internal research.  We seek proven investment managers as well as low-cost index mutual funds and Exchange Traded Funds (ETFs) that mimic market performance. Our general bias in selecting managers is to identify those with a strong track record of outperformance who are not afraid to be contrarians and will position portfolios based on the macroeconomic forces shaping the world ahead. 

In general, we will adjust allocations to stocks and bonds to match our prevailing macroeconomic view.  For example, in periods with a heightened risk of a downturn, we will reposition exposure into more nimble and defensive tactical strategies. These tactical strategies involve managers that respond quickly to changing market conditions.

Financial Assets

Our approach to identifying investment managers is to utilize the best ideas of outside research providers combined with our internal research.  We seek proven investment managers as well as low-cost index mutual funds and Exchange Traded Funds (ETFs) that mimic market performance. Our general bias in selecting managers is to identify those with a strong track record of outperformance who are not afraid to be contrarians and will position portfolios based on the macroeconomic forces shaping the world ahead. 

In general, we will adjust allocations to stocks and bonds to match our prevailing macroeconomic view.  For example, in periods with a heightened risk of a downturn, we will reposition exposure into more nimble and defensive tactical strategies. These tactical strategies involve managers that respond quickly to changing market conditions.