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
2020

+17.48%
-2.05%
+9.08%
+11.54%
+10.63%
-0.02%
+7.01%
-0.06%

+13.98%
+0.00%
+7.26%
+9.23%
+8.50%
+0.00%
+5.61%
+0.00%
Class A Coupon
Distributed
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
-0.24%



+0.26%
+0.31%
-0.59%
+1.03%
+2.10%
+1.94%
+0.37%
-2.60%
-1.71%
-1.52%
____________________
December 31, 2020
January 23, 2021
____________________
Cash
Consumer Goods
Cons. Defensive
Basic Materials
Technology
Healthcare
Japan Long
S&P High Dividend
Spider Short
____________________
USA
European Union
Japan
+82%
+4%
+9%
Cash
Consumer Goods
Cons. Defensive
Basic Materials
Technology
Healthcare
Japan Long
S&P High Dividend
Spider Short
+31%
+9%
+
6%
+3%
+7%
+16%
+10%
+1
3%
+6%
_________________
USA
European Union
Japan
+81%
+4%
+
15%
*1 month
Risk
Expected Return
+31%
+9%
+6%
+2%
+7%
+16%
+9%
+12%
+8%
Alternative Investments House
wf Income & Growth Portfolio
2021
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