Are you diversified yet?

Last week was one of the worst weeks in the markets and it reminded us of the importance of not putting all of our eggs in one basket.

Below I am listing the weekly performance of the major stock market indices (Monday 8th – Friday 12th):

S&P 500 (US) = -4.2%
Euro Stoxx 50 (Europe) = -4.5%
DAX 30 (Germany) = -4.8%
FTSE 100 (UK) = -4.4%
Nikkei 225 (Japan) = -4.6%
Shanghai Composite (China) = -7.6%

During the same period, our investment strategies managed to outperform all of these indices due to the diversification in different asset classes, regions, sectors and currencies. Performance numbers below:

Cautious Strategy: -2.2%
Balanced Strategy: -2.8%
Dynamic Strategy: -3.7%

Here you can find their long term performance in comparison to the respective benchmarks.


If you like to know more about these strategies and receive an in-depth analysis, please click here

If you would like us to provide you with a tailor made investment advice based on your particular needs and financial circumstances,please click here.

Past performance is not a guide to future results. This information is being provided solely for information purposes and should not be deemed or construed as investment advice, advice concerning particular investments, advice concerning investment decisions, tax or legal advice. Similarly, any views or opinions expressed are not intended and should not be construed as investment, tax and/or legal recommendations or advice.  No person should act upon any opinion and/or information in this document without first obtaining professional advice. Returns listed are in local currency terms.

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