All-weather portfolio

Example 1

This sample passive portfolio is suitable for investors with a moderate risk profile, prior investment experience, and investment goals with a horizon of more than 7–10 years.
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The portfolio is balanced. It includes a moderate allocation to large-cap and small-cap equities. Each fund holds at least one hundred companies, providing strong portfolio diversification.
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The defensive allocation is represented by Swiss gold funds and global government bonds.

Portfolio +47%

Index +41%

+6% outperformance vs a traditional index fund

Start

Final

Return

Max Drawdown

Risk

Portfolio

$10,000

$1,533,788

9.62%

30.3%

11.0%

Index

$10,000

$1,619.033

8.89%

31.1%

11.1%

Conservative portfolio

Example 2

This sample passive portfolio is suitable for clients with a conservative risk profile and investment goals starting from a one-year horizon. The portfolio consists exclusively of investment-grade bond funds with different maturities and internal structures.
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This approach allows us to build a tailored investment plan suited to each individual case.

Portfolio +45%

Index +43%

+2% outperformance over a traditional index fund

Start

Final

Return

Max Drawdown

Risk

Portfolio

$10,000

$2,016,474

6.01%

17.1%

5.6%

Index

$10,000

$1,442.924

5.30%

18.2%

5.6%

Custom portfolio

Example 3

Depending on the investor’s goals, portfolios may vary significantly - with different return expectations, risk levels, tax-efficiency profiles, global allocations, or a focus on specific countries. Even when building a passive portfolio, elements of active management are always involved.

Which instruments should be included in the portfolio? In what proportions? Should the allocations change over time? How often should rebalancing be performed?
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Together, we need to build a suitable financial plan and create a high-quality investment portfolio to support it. Below, you can see a range of passive portfolios, each designed for a specific purpose - from protecting capital against inflation to pursuing more aggressive capital growth.

Start

Final

Return

Max Drawdown

Risk

DowJones

$10,000

$2,543,788

10.45

47.6%

15.4%

FactorsUSA

$10,000

$2,234,654

10.25%

30.0%

11.1%

AllWorld

$10,000

$2,325,753

8.87%

34.9%

11.9%

Developed

$10,000

$2,234,541

8.85%

34.5%

11.4%