The Benefits of an Allocation in structural growth ETPs
- Overview Presentation of two Exchange-Traded Products (ETPs, symbols: DADHJB, DAFZJB) at the Swiss Exchange (SIX) ► ETPs presentation Edition 2023 (PDF)
- DuraWealth‘s ETPs – Six Merits of Secular Growth Investment Portfolios ► The Primer Edition 2022 (PDF)
- In 2023 we celebrate 6 ½ and 5 ½ years respectively since issuing of the two ETPs, traded at the Swiss Exchange (SIX) ► The Insights Letter: Disruptive innovation – 6th Anniversary Edition 2023 (PDF)
Key Takeaways
- Investors with a longer view have an edge as they withstand short-term volatilities (asset mispricing) and hence they avoid emotional decisions
- Global and panoramic views with systematic approaches are required to get strategies with superior risk-adjusted returns
- Within assets allocation processes, the portfolio buckets need alternative equity products to generate alpha
