Objective:

Preserve capital through diverse conservative holdings

Core principles:       

• Preserve capital
  Focus on safeguarding the initial investment, minimizing risks, and avoiding significant losses.

• Allocated across bond and other non-correlated conservative holdings
  Diversify investments into bonds and other low-risk, non-correlated assets to enhance stability and reduce overall portfolio risk.

• Maintain low number of holdings for smaller accounts
  Keep the portfolio streamlined with a limited number of investments, tailored for smaller accounts to ensure efficient and focused management.