walnutfinance
__________________________________________________________
wf Income
& Growth
Portfolio
Class A Growth
Distribution
80% of net performance distributed
Class B Growth
Capitalization, No distribution
______________________________________
wf Income & Growth Portfolio
______________________________________________

The
wf Growth Portfolio was launched on January
1, 2013 with the objective of Preservation of
Capital and Growth.
The Portfolio invests in Equities, ETFs, Bonds, and
Derivatives.
Expected return should at least beat USD Deposit
rates plus 250 basis points.
Choice of two Classes: Distribution or
Capitalization.
Portfolio Management
______________________________________________

The Portfolio Managers combine over 50 years in
securities trading with prestigious institutions such
as Banque Indosuez, Cheuvreux de Virieu, Merrill
Lynch, or Salomon Smith Barney.
The Managers enforce a Growth management style
without any allocation (sector or geographic).
2% Management Fee.
20% Performance Fee (high water mark).
Historical Performance & Data
_________________________________________________


2013
2014
2015
2016
2017
2018
2019*
*

+17.48%
-2.05%
+9.08%
+11.54%
+10.63%
-0.02%
+1.44%

+13.98%
+0.00%
+7.26%
+9.23%
+8.50%
+0.00%
Class A Coupon
Distributed
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
+2.76%
-0.43%
-0.31%
-0.49%
-1.98%
+2.22%
+0.77%
-3.30%
+2.20%
+0.10%
-0.32%
+0.26%
+0.31%
-0.59%
+1.03%
+2.10%
+1.94%
+0.37%
-2.60%
-1.71%
-1.52%
____________________
September 30, 2019
October  19, 2019
____________________
Cash
Consumer Goods
Cons. Defensive
Basic Materials
Technology
Healthcare
Energy
Spider Short
____________________
USA
European Union
+95%
+5%
Cash
Consumer Goods
Cons. Defensive
Basic Materials
Technology
Healthcare
Energy
Spider Short
+10%
+31%
+4%
+3%
+
7%
+12%
+8%
+2
4%
____________________
USA
European Union
+95%
+5%
*9 months
Risk
Expected Return
+10%
+30%
+4%
+4%
+8%
+11%
+8%
+25%
Alternative Investments House
wf Income & Growth Portfolio
2019
© walnutfinance 2004-2019 | All rights reserved
Real Estate

Acquisition of Wine Châteaux
Sale of Wine Châteaux
Private Equity Acquisition
Land in South East Asia
Source Swissquote