This portfolio is meant for investors who are willing to accept a bit more volatility in the pursuit of higher returns over the market cycle. There would be some ability to access capital from the portfolio from time to time with a month’s notice. This portfolio would emphasize more exposure to quality growth companies around the world, while including some gold and fixed income exposure. Based on past performance, we would anticipate a 20% annualized return, with 17.5% annualized volatility of returns over time.
