100% Capital Protection:
Your initial investment is fully protected until December 31, 2026, ensuring market volatility does not impact your principal.
Global Diversification:
With 45% of the portfolio in global stocks (US, Europe, and Asia), you gain exposure to major global economies, capturing growth from leading companies.
Bitcoin Exposure:
The portfolio includes 5% in Bitcoin, providing the potential for high returns by tapping into the growing digital asset market. This allocation adds an innovative edge to traditional investing.
iBond ETF Stability:
50% of the portfolio is allocated to iBond ETFs, offering consistent income and stability, balancing the higher risk from equities and Bitcoin.
Stop-Loss Protection:
A 10% stop-loss is applied to the equity portion, limiting downside risk and protecting against significant losses during market downturns.
Quarterly Rebalancing:
The portfolio is adjusted every quarter to stay aligned with market conditions, optimising performance while managing risk.
No Management Fees:
Enjoy the benefits of this portfolio without any management fees, allowing you to retain more of your returns.