1. No leverage. 2. Minimum 20% allocation to equities. 3. Maximum 80% allocation to equities. 4. To only trade after giving subscribers the orders via email or video. 5. Simple, long only, option
1. No minimum or maximum allocations to any asset class.
2. A maximum leverage of 2.5x on a total portfolio basis.
3. To only trade after giving subscribers the orders in the video or after sending them an email with the trade and reason.
4. More complex option strategies.
Goals
The aims of this portfolio are:
1. To keep the account safe. This is NOT a hedge fund which tries to speculate. 2. To keep volatility of returns low. 3. To keep a diversified portfolio. 4. To compound at a reasonable rate, but above risk free cash returns. 5. To “keep you rich” or to keep your money working for you without risking the principal invested.
The aims of this portfolio are:
To keep volatility of returns low.
To keep a diversified portfolio.
To compound at a reasonable rate, but above risk free cash returns.
To “keep you rich” or to keep your money working for you without risking more than a pre-determined percentage of the principal invested