Maximal weight of asset classes

Updated 6 months ago by Patrik Schaer

When markets are over- or undervalued or whenever Selma can’t follow the strategy exactly because the price of an investment is to large (and can not be split), Selma does deviate from your planets blueprint. For this deviations the following maximum weights apply: 

Cash: Max 100% 

Private Equity: Max. 10% 

For the following asset classes a factor of 1.5 applies (In case the share of an asset class in the blueprint is 50% the maximum of this asset class is 75%) 

  • International companies (equity)
  • Swiss companies (equity) 
  • Loans to Countries (Government Loans) 
  • Loans to Companies (Corporate Loans) 
  • Gold 
  • Real Estate 

How did we do?