Whereas most off-the-shelf model portfolios attempt to avoid shocks by guessing what lies ahead, DFS Portfolio Solutions rebalances between growth and defensive assets as observed market risk levels bounce up and down. When market conditions are stable, portfolios are tilted to risk assets to take advantage of those stable conditions and the strong returns they’re generating; when we observe volatile market conditions, we tilt back to defensive investments.
Our risk based asset allocation approach was recently profiled in the Smart Investor section of the Australian Financial Review.
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