Bespoke Portfolios

Typically, larger cap stocks that have stood the test of time. Stable entrenched management teams, these portfolios are built around the Beta of the market and thus target a volatility similar to the major benchmark indices. Underlying positions have skews to factors such as cashflow, quality, efficiency and growth. These are companies you can buy and forget, pay regular dividends and are well diversified. We consider these types of stocks to be low risk reward with above average performance expectation E.g Microsoft, Accenture, Home Depot.

For the younger or more aggressive investor! These portfolios offer high growth opportunities but thus carry significantly more volatility than the general markets. Emerging stairs that have proven to be disruptors with clear advantages over competitors and proven winners but still have long growth runways to be the next Tesla or Meta. We blend these smaller to mid-cap positions with a few “big brother” more traditional growth stocks. This portfolio typically has higher numbers of positions to diversify away additional company-specific risk. If you want excitement, this is where you want to have a piece of your overall portfolio. Eg MecadoLibre, Shopify, Amazon.

This portfolio is for the investors that want regular dividend, dividend growth in combination with modest above inflation capital appreciation. Companies in this portfolio continued to pay dividends through a global financial crisis or covid and increase dividends each year like clockwork. The portfolio is thus built up around sectors such as property REITS, infrastructure and large multinationals and financial conglomerates that pay healthy dividends. While this portfolio priorities dividend cashflows for the investors both the dividend and the underlying stock is expected to grow to ensure a hedge over inflation for the investor E.g. Simons property, Blackrock, Realty Income.