Bespoke Portfolios

Investment Strategy

The following investment strategy is followed with bespoke Portfolios
 
• A long term Value driven Strategy – mainly  exposure to JSE Top 40 shares
• Typical 10% exposure  in  the top 100 high growth shares
• An Active investment Strategy
• A small number of shares
• Using Satrix 40 as a benchmark
• Rebalance with additional investment  money and non-performers proceeds
• Use equal weight rather than weight according to market capitalisation
• Rand hedging through foreign companies listed locally
• Local listed companies with income generated in foreign countries
• Exposure to first world and emerging markets through ETFs
• Diversification through investment in different market sectors