An Ideal Portfolio is an investment that satisfies 5 criteria.
- First you understand what you are investing in
- An agreed time horizon with accessing future cash
- Understand how market volatility works
- Select and agree to portfolio currency
- Invest and let Evidence Based Investing do the rest
At The Capital Company, we design evidence based portfolios in USD, EUR, GBP and AUD currencies. This gives clients a wide selection of portfolios combined with time horizons and varied capacities for volatility. These factors determine performance.
Ideal Portfolios will vary between clients, but once agreed we will invest accordingly and ensure the mandate of the portfolio stays in tact over the lifetime of the client.