Current economic environment is very tricky to say the least. If you feel lost and do not know how to start allocating your capital, our wealth management service is for you.
You have following options:
- You can create an account with Interactive Brokers (IB) and give us your permission to manage your account for you. You will maintain full control over your account and can withdraw your permission at any time if you wish to do so.
- You can deposit your funds in our account and we will allocate your funds to our portfolios, depending on your risk profile and return expectations. Currently the minimum deposit requirement is at 5.000 EUR/USD per client.
The Foundation Portfolio
As the name suggests this portfolio is the core of our assets. It is built around macro themes that are currently at play globally. Portfolio consists of dividend paying stocks in different sectors which we find undervalued and which we expect will do very well in the next 5-10 years. Such sectors include energy, battery metals and agriculture. The purpose of the foundation portfolio is to provide a well balanced and predictable risk-reward ratio to our clients. We do not go out the risk curve too much here. Main objective is to generate a predictable cash flow on a monthly basis. We look for businesses with stable cashflows and a dividend yield of over 10%. We also pay special attention to jurisdiction and political risks when allocating capital. Stocks in the Foundation portfolio are investments - assets that pay you to own them. We have no allocation to speculative names, which could offer more reward at a cost of a higher risk.
The Keystone Portfolio
If you want more upside then you can consider our Keystone portfolio. This portfolio is structured around the same macro themes as our Foundation portfolio, but instead of keeping risk at a minimum we go out the risk curve and buy companies that have tremendous upside potential. Examples of businesses we invest in include exploration companies and businesses that have been capital starved in the last capital cycle.