Neumann capital AG

Portfolio

Portfolio Strategy

Our proprietary developed and real traded equity-oriented portfolio strategy has several unique features.

The portfolio consists of three components that are held at all times.

 

  1. Basic portfolio: International equity portfolio via ETFs (always around 100% invested).

  2. Permanent hedging: The basic portfolio is hedged at all times using exchange-regulated derivatives (cross-hedge).

  3. Additional exchange-regulated overlay strategy to cover hedging costs: In order to earn the hedging costs, we use an exchange-regulated, proprietary overlay strategy that exists at all times and benefits from fluctuations in bull and bear markets.

Key characteristics

 

  • Real traded / no backtest
  • Forecast-free approach / no timing elements required
  • Permanent protection against international stock market crashes (Corona stress test successfully passed)
  • Prospect of stable positive return due to protection against stock market crashes
  • Prospect higher returns than the overall market
  • Prospect of lower drawdowns and lower volatility than the overall market (e.g. DAX 40, S&P 500, MSCI World, etc.)
  • Highest liquidity
  • Unlimited scalability

DO YOU HAVE ANY QUESTIONS?

JUST GIVE US A CALL.

 

We will be happy to assist you personally.

You can reach us at

 

+49 (0) 69 9577 6107 or +49 (0) 151 1841 1595

Monday to Friday from 9 am to 6 pm.

or use the contact form