Model portfolio strategy

Our premise is simple. We provide transparent, managed investment accounts to help you own shares in the world's best businesses, based on our research and convictions. Businesses that will produce, grow and can weather the storms.

We seek to provide global diversification, income, capital preservation and growth through our StockScore™ strategy over the medium to long term (3 to 5 years). StockScore™ is Vistafolio’s proprietary analysis system that scours the global investment universe for:

Potentially undervalued stock markets with high projected growth, reasonable dividend yield and a high level of development.

GICS (Global Industry Classification Standard) sectors that are projected to outperform the targeted stock markets over the medium term.

Key macroeconomic events that provide opportunity for value and upside, while generating income during the waiting period.

Our model portfolio features:

A 14-point scored analysis system for companies covering key fundamental analysis, reporting, news and commercial assessment of ongoing market prospects. In addition we visit locations, attend shareholder meetings, conduct interviews and study the wider industry of our investments.

The development of a focused portfolio overlay applied to client accounts (according to timing and opportunities) covering 15 to 20+ of our best ideas in global equities, targeting capital growth of 5-15% p.a. and dividend income yield of 4-10% p.a. (depending on market conditions). Review our past performance.

Addition of yield enhancement (stock lending) where available, and margin lending on selected holdings.

Monthly 'The Markets' update covering the performance of the investment strategy and its performance.

Online platform where clients can login to view their portfolios in realtime.

Ability to deposit in various currencies and seek opportunities based on your currency holdings. Genuine global diversification of your wealth base.

A commitment to ethical investing practice alongside capital preservation. No risky small cap strategies, crypto currencies or investment into assets without verified tangible value.

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