Diversified Trends

The primary goal of the portfolio is to benefit a long-term growth coming from non-leveraged, diversified equity. The simple but solid strategy consists of investing in a diversity of stocks within promising sectors & activities, which are believed to benefit good growth like Sustainable energy, Waste & water mgt., IoT, Big Data, Gaming, Blockchain, IT security, Automation, Advanced materials,... Optimal Portfolio Theory optimization is applied to minimize the risk while maintaining a target return of 30% annually. Value-based stock-picking strategies are applied to boost average return. Review of selected stocks, plus rebalancing is foreseen every 12 months, or earlier if necessary in case of extreme events.