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Build your Wealth

Upon defining your investment profile, based on the outcome of JFD's “Know Yourself" module, we will initiate the investment selection process and help you identify the most suitable investment strategy to satisfy your individual needs.

Building an investment portfolio can be a time consuming and demanding task involving knowledge of financial principles and conditions. Our team will make the Portfolio Construction Process as smooth, simplified and painless as possible for you, so that you can enjoy the benefits of the outcome with peace of mind.

Part of the Portfolio Construction Process, Portfolio Asset Allocation is a key strategy for minimising risk and potentially increasing  returns by spreading your investments among different asset classes, sectors, geographic locations and currencies, therefore creating an optimal investment portfolio as in Model Portfolio Asset Allocation Strategies . In effect, asset allocation is an organised and efficient method of diversification.

Investment Profiles and related Portfolio Asset Allocations

  • CONSERVATIVE / WEALTH PRESERVATION
    Here, the main goal is to protect the principal value of your portfolio, i.e. the original amount invested, in other words achieve capital preservation.
  • MODERATE / INCOME GENERATION
    High levels of income are generated by investing a substantial amount of the portfolio in fixed income investments, combined with modest principal portfolio growth through equities and alternative investments, while aiming to provide inflation protection at the same time.
  • BALANCED / WEALTH ACCUMULATION
    Here, the asset composition is divided almost equally between fixed-income securities and equities, providing a balance of growth and income. Since this strategy involves a higher level of risk than conservative portfolios, it is most suitable for investors with a longer time horizon (around 5 years), and a medium level of risk tolerance.
  • AGGRESSIVE / DYNAMIC WEALTH GROWTH
    Also called “capital growth strategy”, this asset composition mainly consists of equities with the main goal of obtaining long-term growth of capital. The value of such a portfolio tends to fluctuate widely. A smaller percentage of fixed-income securities and/or low risk alternative investments is normally added in order to achieve diversification.

Model Portfolio Asset Allocation Strategies

Cash
Fixed Income
Equities
Commodities
Gold
Hedge Funds
Real Estate
Wealth Preservation

Wealth Preservation

Income Generation

Income Generation

Wealth Accumulation

Wealth Accumulation

Dynamic Wealth Growth

Dynamic Wealth Growth

Wealth Preservation

  • CASH: 10%
  • FIXED INCOME: 75%
  • EQUITIES: 0%
  • ALTERNATIVE INVESTMENTS: 15% (Commodities 2.5%, Gold 2.5%, Hedge Funds 5%, Real Estate 5%)

Income Generation

  • CASH: 5%
  • FIXED INCOME: 55%
  • EQUITIES: 20% (US 10%, Ex-US 6%, Emerging Markets 4%)
  • ALTERNATIVE INVESTMENTS: 20% (Commodities 2.5%, Gold 2.5%, Hedge Funds 10%, Real Estate 5%)

Wealth Accumulation

  • CASH: 3%
  • FIXED INCOME: 30%
  • EQUITIES: 42% (US 18%, Ex-US 17%, Emerging Markets 7%)
  • ALTERNATIVE INVESTMENTS: 25% (Commodities 2.5%, Gold 2.5%, Hedge Funds 15%, Real Estate 5%)

Dynamic Wealth Growth

  • CASH: 2%
  • FIXED INCOME: 20%
  • EQUITIES: 50% (US 20%, Ex-US 20%, Emerging Markets 10%)
  • ALTERNATIVE INVESTMENTS: 28% (Commodities 2.5%, Gold 2.5%, Hedge Funds 18%, Real Estate 5%)