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InflectionPoint Income-Growth

TomBaldacci

Letzter Login: 28.05.2024


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+12,6 %
seit 29.10.2023

+1,2 %
Performance (1 M)

-
Volatilität (Max)

-3,7 %
Max Verlust

-
Rendite/Risiko



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Handelsidee

InflectionPoint Income & Growth InflectonPoint Income & Growth is a balanced investment strategy that allocates at least 50% and up to 80% of its assets to equity, with the remaining balance invested in fixed income. This approach positions investors to capitalize on growth while mitigating risks and offering a stable income. Based on the macro research of the InflectionPoint team, available at www.infletionpoint.blog, we utilize a top-down macro framework to implement a contrarian approach that pivots around three distinctive risk profiles: Defensive, Income and Growth! Fixed Income. The fixed-income portfolio seeks stability through developed markets treasuries or inflation-linked securities, income through short-duration credit, and growth predominantly through convertible bonds. Equities. The equity portfolio seeks stability through large-cap defensive stocks, income through quality income stocks, and growth through innovative technology companies. Investment Journey! InflectionPoint Income & Growth paves the way for a resilient, progressive and prosperous investment journey by building steady income and dynamic growth.

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Stammdaten

Symbol

WF00INF8IG

Erstellungsdatum

29.10.2023

Indexstand

-

High Watermark

113,9

Anlageuniversum

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Informationen zur Zusammensetzung des fiktiven Referenzportfolios findest du hier.

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