INVESTMENTS

Portfolio Management

Security and Growth Buckets for your Portfolio

Introduction

Professional portfolio management must differentiate between acquired wealth and wealth that is being generated. For acquired wealth creating two portfolio models makes sense.

Structure and operational features

The Security bucket is invested in anything that is "safe". This might be term deposits, cash, money market funds, low volatile "all weather" hedge strategies or government bonds with short maturities.

The Growth bucket is invested in line with two strategies. These are the buy and hold strategy, keeping what provides good value for money, and the momentum strategy. Investments are equity, high yield bonds, single strategy hedge funds, commodities, gold and precious metals and real estate. Read Full Article