X

Speak to us with no obligation...

Example Allocation Models

The mix of investment types you hold is the most important factor that affect the level of risk and return you may get. But how do you decide what assets to invest in? Based on our own research, we found the most reliable method is to look at long term trends for different asset classes and then try understand how capital markets reward the different levels of risk taken and how these returns correlated. We then build diversified asset class portfolios based on the following principles: