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The Self Balancing Portfolio™

The Self Balancing Portfolio™

We offer a unique ‘self balancing’ wealth preservation concept developed by us over the years, in assisting clients to achieve consistent and sustainable investment returns whilst protecting their downside.

Our portfolios are based upon ‘negative correlation theory’ , where the majority of holdings are invested in asset classes that have little or no direct correlation to the stock market.

Therefore when the stock market falls such asset classes are either unaffected or in some cases actually increase in value, if the fall is prolonged and there is a flight to safety. This then gives a balancing effect when it is most needed, helping to preserve capital values, and profits made to date.

The value of your investment can fall as well as rise and you may get back less than your original investment.