The worst recession any of us has known was experienced in 2008. Most investors lost out massively as the stock markets of the world fell. They have not recovered from that a year later. Many will ask “Did any adviser design a portfolio which weathered the storm?” It is reasonable to expect that an adviser’s result will be good.

As I was listening to the news in the peak of recession, I checked some client’s portfolios that I had designed with fear and trembling because the stock markets were down 50% or more. I was shocked that in one case the portfolio had gone up! Wow, the market is down 50% and my client’s money has gone up! True, it was only an increase of 2% but it was way over the index. I blow my own trumpet and here reveal what I did. This portfolio stood steady and did not go down.

I invested this client in a portfolio bond based offshore. It is useful because in it can be placed almost anything the client or his adviser wants. This allows for maximum diversification and flexibility. This type of vehicle is often critised for high charges but in this situation you can see why an adviser would recommend it. The charges are maybe 1% higher per annum than direct investment to mutual funds but it has saved perhaps as much as 40% to 60% drop in value during the stock market crash. All markets fell but some more than others.

Now, don’t you wish that was your money? No loss in the worst market collapse ever! Would you like to have access to the funds I used and see the valuation yourself? I am offering it here so you can be guided on your next investment planning. Click the BUY NOW button below and instantly download a copy of the scanned valuation which gives you the full details you need (minus clients name for propriety, of course!). I believe the amount of $50 is minimal compared to the wealth of info you will get. It’s just like buying your adviser a lunch somewhere, isn’t it?

If there are any other queries you need about the files and my investment tactic, you can correspond with me and I will be more than willing to answer your questions.