The Committed Private Investor

This portfolio is a prime example of how an investor's long-term commitment to our approach has created financial independence for himself and his family. Starting in 1999 with pension capital, it has performed well above purchasing power — above its Inflation +4% target return — ever since.

This investor made the courageous choice of cashing out his pension fund share at the outset and using the capital to build a dedicated investment portfolio. Making conscious decisions to use a strategy of hedging at appropriate times, this portfolio has more than maintained its target return and has successfully weathered the volatile economic periods of 2003 and 2008.

The charts below illustrate the portfolio's investment profile and performance under our management.

Tactical asset allocation

Value invested relative to cost of living