Non-correlated assets are those assets that are not effected by fluctuations in the stock market, world catastrophes, terrorist threats and more.
Non-correlated investment strategies can be used by investors to neutralize, or counterbalance, the risk that one, or more, of the investments in a traditional portfolio of stocks and bonds falls in value. In order to do this, investors typically place between 5% and 30% of their total investment portfolio into alternative investments to protect the remainder of the portfolio from downside risk.
Minimizing downside risk is one of the fundamental characteristics of alternative investment strategies. Or, to put it another way, individual alternative investment managers ideally seek to generate positive returns irrespective of the direction of the market.
Modern Portfoilo Theory
Nobel Prize - 1990
In 1956, Harry Markowitz theorized that high-yields could be achieved with low-risk in a portfolio of diversified non-correlated investments. In 1990, he was awarded a Nobel Prize for his Modern Portfolio Theory.
Throughout the last 50 years, proper utilization of Modern Portfolio Theory has achieved consistent double-digit annual yields for affluent individuals and organizations.
Yale, Harvard and Stanford have consistently achieved 14% to 17% annual yields in their endowment funds utilizing Markowitz’s non-correlated diversification methods.
Modern Portfolio Theory has, in fact, become a results-proven strategy for the creation of more wealth and income for wealthy individuals and organizations with significant capital to invest.
A portfolio of non-correlated, diversified assets utilizing Modern Portfolio Theory usually requires substantial capital, which eliminates its use by most individuals.
However, many of our offerings have been fractionalized so the smaller investors can take part in these types of high return investments.
Still Trust These Guys?
Heard of AIG and it's bailout? Investors lost millions!
How About Bear Stearns?
And Lehman Brothers?
What about CitiGroup?
Check your portfolio and determine if you need to reallocate some of your assets to some alternative investments. Many portfolios are in the RED. Is yours? Is it Average? Would you like to boost it to levels of Green? If so, please check out our:
Non-correlated investment strategies can be used by investors to neutralize, or counterbalance, the risk that one, or more, of the investments in a traditional portfolio of stocks and bonds falls in value. In order to do this, investors typically place between 5% and 30% of their total investment portfolio into alternative investments to protect the remainder of the portfolio from downside risk.
In 1956, Harry Markowitz theorized that high-yields could be achieved with low-risk in a portfolio of diversified non-correlated investments. In 1990, he was awarded a Nobel Prize for his Modern Portfolio Theory.
How About Bear Stearns?
And Lehman Brothers?
What about CitiGroup?
Check your portfolio and determine if you need to reallocate some of your assets to some alternative investments. Many portfolios are in the RED. Is yours? Is it Average? Would you like to boost it to levels of Green? If so, please check out our: