101-909 Island Highway
Campbell River, BC, V9W 2C2
103-695 Aspen Road
Comox, BC, V9M 3P5
1480 Fort Street
Victoria, BC V8S 1Z5
Over the past thirty years, a traditional allocation to stocks and bonds in a balanced portfolio has in most cases delivered acceptable long-term returns.
There are indicators that this traditional 60/40 approach may be coming to an end.
As portfolios are migrating from low-yielding fixed income investments to publicly-traded stocks, the higher valuations for stocks cause investors and investment managers serious concern.
We believe that success in this New Paradigm requires innovation that challenges conventional investments we were previously comfortable with. For retail investors, this is a New Paradigm. But the fact is that including Alternative Investments is not new at all. It’s been used for decades by institutional investors and wealthy families. These astute investors have altered their asset mix to include meaningful allocations to Alternative Investments to reduce risk and deliver total return.
We start with a small base of stocks and bonds and then carefully add a chosen mix of alternative investments, with a focus on diversification and downside protection. These alternative investments can diversify risks, significantly dampen portfolio volatility, and offer the potential for higher returns over the long term.