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 strict Absolute Return
management style without any allocation (sector or
geographic).
2% Management Fee.
20% Performance Fee (high water mark).
______________________________________________
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 strict Absolute Return
management style without any allocation (sector or
geographic).
2% Management Fee.
20% Performance Fee (high water mark).
Historical Performance & Data
_________________________________________________
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020**
_________________________________________________
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020**
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
| -0.14% -1.35% -5.05% +6.50% +2.36% +1.12% + |
2020
wf $1,000,000 Portfolio
______________________________________________
The wf $100,000 Portfolio was launched on
January 1, 2009 with the objective of
outperforming the broadest index, the S&P 500. So
far it has succeeded and has steadily outrun its
benchmark over the years.
The Portfolio invests in Equities, ETFs, Bonds, and
Derivatives.
On September 1, 2012, the portfolio was reset and
rebranded the wf $1,000,000 Portfolio.
______________________________________________
The wf $100,000 Portfolio was launched on
January 1, 2009 with the objective of
outperforming the broadest index, the S&P 500. So
far it has succeeded and has steadily outrun its
benchmark over the years.
The Portfolio invests in Equities, ETFs, Bonds, and
Derivatives.
On September 1, 2012, the portfolio was reset and
rebranded the wf $1,000,000 Portfolio.
April 30, 2020
Cash
Basic Materials
Industrial Goods
Technology
S&P Long
US Treasuries
Basic Materials
Industrial Goods
Technology
S&P Long
US Treasuries
| +30% +1% +2% +4% +65% -2% |
USA
European Union
European Union
| +99% +1% |
____________________
____________________
May 31, 2020
Cash
Basic Materials
Financials
Healthcare
Industrial Goods
Technology
S&P Long
US Treasuries
Basic Materials
Financials
Healthcare
Industrial Goods
Technology
S&P Long
US Treasuries
| +30% +1% +2% +2% +2% +4% +61% -2% |
| +99% +1% |
USA
European Union
European Union
____________________
 |  |  |  |  |  |
 |
| |
 |
| |
 |
| wf $1MM Portfolio |
walnutfinance
__________________________________________________________
| +98.97% +56.84% +41.45% +26.73% +31.38% -7.90% +13.36% +9.71% +5.44% +3.91% +3.81% +2.22% |
*5 months
Source Swissquote
Risk
Expected Return
Alternative Investments House
| wf $1MM Portfolio |
| © walnutfinance 2004-2020 | All rights reserved |
| Closings |
| Closings |
Dow Jones
Nasdaq
S&P 500
Nasdaq
S&P 500
| 26,270 9,683 3,123 |
| +2.05% +0.78% +1.36% |
____________________
| US Markets closed on Monday May 25, 2020 for Memorial Day. |
Real Estate
Wine Châteaux
Private Equity Acquisition
Selected Properties
Lands
Wine Châteaux
Private Equity Acquisition
Selected Properties
Lands