Inflation Hedge Commodities

Evidence Based Investing

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Portfolio Characteristics

Inception Date – July 2020
Currency – USD
Dividend Yield – 0%
Daily Liquidity

Investment Approach

Evidence Based Investing is our core investment philosophy, which means that rather than relying on short-term forecasting, we draw information about expected returns from the market itself. Letting markets do what they do best, drive information into prices, frees us up to spend time where we believe we have an advantage, namely in how we interpret the research and how we design and manage portfolios. It means we take a more systematic approach to investing, an approach we can implement consistently, and investors can understand and stick with, even in challenging market environments.

Rigorous, unbiased research has yielded six expected return premia for patient investors, which are equity premium, small cap premium, value premium, profitability premium, term premium and credit premium. We then select the most suitable securities to create the desired market exposure in the most cost and tax efficient way to capture these premiums.

We manage investment risks by using the combined powers of diversification and asset allocation. Diversification is a way to dampen risks. While some risks can be diversified away, market risk however remains and is expected to enhance your long-term returns if you build them into your total portfolio, and if you stay the course with them over time.

Asset allocation is determined by the investor’s specific goals and times frames and guided by his or her risk tolerance and capacity.

Strategy Description

The thematic Precious Metals & Commodity portfolio would be a good addition to a well-diversified portfolio as its performance typically tends to be driven by other factors than those that move the equity or bond market.

Commodity ETFs can experience high volatility and commodities tend to be highly correlated among themselves.

Portfolio Performance

YTD 2020
Portfolio 4.04% 14.95%
as of 29/01/2021

Allocation

North America 30.84%

Western Europe 69.16%

Sector

Financials

null

Industrials

0.00%

Consumer Discretinoary

0.00%

Real Estate

0.00%

Consumer Staples

0.00%

Materials

0.00%

Healthcare

0.00%

Utilities

0.00%

Technology

0.00%

Energy

0.00%

Telecommunication

0.00%

Sector

Financials

null

Industrials

0.00%

Consumer Discretinoary

0.00%

Real Estate

0.00%

Consumer Staples

0.00%

Materials

0.00%

Healthcare

0.00%

Utilities

0.00%

Technology

0.00%

Energy

0.00%

Telecommunication

0.00%

Sector

Investment Grade

88.52%

High Yield

11.55%

Other

0.00%

Financials

0.00%

Industrials

0.00%

Consumer Discretionary

0.00%

Real Estate

0.00%

Consumer Staples

0.00%

Materials

0.00%

Healthcare

0.00%

Utilites

0.00%

Technology

0.00%

Energy

0.00%

Communication

0.00%

Commodity

88.52%

Other

11.55%

Sector

Diversified Reits

null

Office Reits

0.00%

Retail Reits

0.00%

Hotel & Resort Reits

0.00%

Industrial Reits

0.00%

Financials

0.00%

Industrials

0.00%

Consumer Discretionary

0.00%

Real Estate

0.00%

Consumer Staples

0.00%

Materials

0.00%

Healthcare

0.00%

Utilites

0.00%

Technology

0.00%

Energy

0.00%

Communication

0.00%

Commodity

88.52%

Other

11.55%

Top Holdings

StockWeight

Wisdomtree Enhanced Commodity UCITS ETF29.96%

Invesco Physical Gold ETC23.65%

iShares Physical Silver ETC22.72%

iShares Physical Platinum ETC12.19%

WisdomTree Bitcoin10.62%

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