|Occasional market commentary||✓||✓||✓|
|Regular analysis for 15 assets||✓||✓|
|Core ETF model portfolio||✓||✓|
|Tactical model portfolio||✓||✓|
|Macro overlay model portfolio||✓|
|Semi-annual analyst call||✓|
Frequently Asked Questions
What is the core ETF model portfolio?
A model portfolio for retail investors with a long-term focus. The strategy rebalances systematically between stocks and bonds according to the respective stage of the business cycle. It is based on a comprehensive investment framework designed to benefit from long-term economic growth and preserve capital during global downturns.
What is the tactical model portfolio?
A mid-term investment approach that enhances the risk/reward relationship of traditional portfolios. The tactical model portfolio is an unleveraged version of the macro overlay that can be replicated, for example, with ETFs. It is complementary to traditional portfolios, benchmarks, and strategic asset allocations.
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