Bold Portfolio

The Bold Portfolio comprises 65-60% equity sector ETFs with the remainder invested in bond sector ETFs, and other asset classes including precious metals, real estate, and cash. This composition varies over time, according to the expectations of the portfolio managers, and is recommended for those investors who have a high tolerance for risk and accept the volatility that this distribution of assets implies in exchange for a higher return in the long run. The Bold Portfolio is subject to considerable fluctuations in the financial markets and this can result in negative returns of moderate and high intensity during certain extended periods of time, as can be seen in the corresponding performance graphs. For this reason, the Audaz Portfolio should only be chosen by investors who have sufficient capacity to tolerate losses in the value of their portfolio, either because they have a long investment horizon, or have other sources of liquidity in case of urgency or have additional financing reserves other than this investment portfolio.

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The Bold Portfolio is predominantly invested (approx. 66%) in financial instruments that reflect North American issuers. The rest of the portfolio is invested in Asia, Israel, and Europe.

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The graphs and tables in the link below represent the composition and historical performance of this portfolio are indicative only and should not be considered as faithfully representing the Investment Portfolios of real investors in the Bold Portfolio.