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The diversification of
the assets is the best protection against risk. The alternative
assets, whether financial or not provide o good safety to the
international investor. The art, in the form of autograph
handwritten letters signed by famous artists in the fields of
literature, music and painting is a wise choice with tax
advantages for French residents.
Selection of low correlated funds, pdf 600 k
The
financial crisis has imposed itself another behavior on
the investors, after heavy losses with the sharp fall of the
markets. The crisis has generated a new situation, new ways of
thinking and addressing the complex world of investment in a
changing world. Whether as private or corporate investor, the
selection of financial products should avoid volatility and the
high risk securities. A first recovery of the market started in
March 2009 but the markets are still bearish but a new fall is
possible without notice.
The
first step in regaining control of the positive yields
is an audit of the wealth and its assets. According to viable
assets, moderate leverage can be considered to raise the amount
of wealth and to increase diversification. The investment
strategy is defined, taking in consideration the private and
professional situation of the investor. Tax planning structure
will end the process, to benefit from a regular yield with low
taxation. Our process allows the outsourcing of assets, when
necessary, to profit from sophisticated techniques like private
wealth management or safer jurisdictions.
The use of funds with low correlation are a safety base for the wise investor. An average yield of 10% per year, without years of decline produces a capitalization of 200% over 10 years. This rate is higher than stock benchmarks like the MSCI World that shows an average of 2.5% per year only. Of
course it helps to keep the portfolio of international equities with a
large company of European fund management, but the period is not favorable to high risk speculation.
Recent events and the behavior of stock indices predict a long financial crisis. The
problems are numerous, like the public deficits of the European
countries, long term unemployment, are some results of the economic
crisis. The
investors should be aware of the illusion of gold as a permanent and
lasting haven and should limit precious metals possession at 15% of the
wealth as diversification is the key.
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The euro currency may
weaken in coming years.
As a result of several
factors in the euro zone, like financial problems of Greece, the
euro has fallen against the dollar. This fall could be the
beginning of a sustainable cycle that would see one or several
countries to leave the euro, pushed by huge public deficits or
due to the weakness of the currency.
Will gold continue to
rise?
Everything has been said
about the evolution of gold price and its historical records.
This safe haven has not kept its promises during the financial
crisis. After a new high in December 2009, the price has stalled
while the dollar went back against the euro. Nevertheless, gold
shows an annualized yield of 16% for the period 2001- 2008, in
USD.
Brochure of the services, pdf 1,4 M
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