Investment Portfolio’s
Our Investment Portfolio’s
Investing is a risky business. Our experience and knowledge will help you realise profit from the global capital flows in the commodity and currency markets.
We maintain two investment portfolio’s.
Terminal Velocity
| Objective: |
To accumulate real wealth in USD terms utilising a combination of mix of short speculation & long term wealth management. |
| Benchmark: |
Vanguard Short Term Treasury Fund (VFISX) |
| Strategy: |
Concentrated Long or Short positions in currencies and commodities where we have high convictions of appreciating against the USD. |
| Risk Management: |
Maximum exposure of 15% to anyone position in the index, 5% to any one commodity or currency. |
| Stop Loss: |
10% of any one position. |
Earnslaw
| Objective: |
To accumulate real wealth in USD terms |
| Benchmark: |
To outperform the Vanguard STAR Mutual Fund (VGSTX) |
| Strategy: |
Searching the world for long term value within the major asset classes – commodities, fixed income, currencies & equities. |
| Instruments: |
Primarily ETFs where available (if not then via futures or spot markets particularly currencies). Long or short positions with a maximum of 12 instruments open at any one time. |
