Investment Objective:
- The WSC Model Portfolio Composite is designed to achieve outstanding risk-adjusted returns across all market environments with little correlation to common asset classes by exploiting the diversification premium in a very systematic way.
Typical Investor:
- Conservative investors focused on long-term capital appreciation.
- Fixed income investors searching for a strong alternative in a rising interest rate environment.
Investment Process:
- The WSC Model Portfolio Composite is an equal-weighted composite of all four model portfolios offered by WallStreetCourier.
Allocation Advice:
- Please have a closer look at the description of our offered Model Portfolios.
Performance Calculation:
- The performance calculation is based on the assumption that each model portfolio is weighted equally. A rebalancing is only taking place at the first trading day of the year.
Benchmark:
- S&P 500.
Factsheet:
- The performance and risk figures are updated on a weekly basis. For further information please visit our FAQ page.
