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MonsfortPermanentLight

Markus Kalter

 | MonsfortCapital

Last Login: 03/28/2024


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-12.0%
since 9/25/2019

-2.9%
Ø-Perf. per year

-7.2%
Performance (1yr)

8.4%
Volatility (1yr)

-0.3
Return/Risk



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Trading Idea

Having an immutable asset allocation that continually yields profit seems to be the holy grail of the investment world. The most famous approach is probably that advocated by Harry Browne during the 1970s and 80s. The basic tenets are that the future can not be predicted and that a fixed diversification across asset classes, which should be upheld at all times, protects against unforeseen developments. Browne´s classic allocation calls for 25% in shares, 25% in gold, 25% in bonds (long-duration bonds) and 25% in cash (short-duration bonds). This allocation is aimed at performing equally well during the four economic conditions of prosperity, inflation, deflation and recession or possible combinations. „MonsfortPermanentLight“ is based on these assumptions, but will deviate from the set rules, mostly by taking a different view on asset classes. It should have these four sectors: 1. ENTREPRENEURSHIP: shares via managed and passive funds: approx. 25% 2. SOVEREIGNS: mostly gold, to a lesser extent silver, a small allocation to Bitcoin, all via ETPs: approx. 25% ("Sovereigns" doesn´t refer to bonds here, but to assets independent from third parties) 3. CREDIT: manged and passive funds, which provide a mostly global exposure to bonds from various issuers; a short-duration vs. long-duration approach similar to Harry Browne´s might be used: approx. 25% 4. SYSTEMIC RISK MITIGATION: long volatility and trendfollowing, if available on wikifolio.com, managed or passive funds; the cash position will be considered part of this segment: approx. 25% The investments should be long only with no (direct) short positions allowed. Trading can be done at any time; however, once a sector deviates by about 5% or more from the basic allocation quota, a recalibration should be done. Each sector should hold at least one position at all times and up to four at the most. The wikifolio is designed to function with a long-term outlook. Research will be done using generally available sources.

Master data

Symbol

WFMONPERLI

Date created

09/25/2019

Index level

-

High watermark

87.5

Investment Universe

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