Maximal weight of asset classes

Updated 2 years 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 too large (and can not be split), Selma may deviate from your planet's blueprint. For these deviations, the following maximum weights apply: 

Max 100% 

Private Equity
Max. 10% 

For the following asset classes, a factor of 1.5x 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?

Powered by HelpDocs (opens in a new tab)