WSC Inflation Proof Retirement Model Portfolio - Factsheet
The WSC Inflation Proof Retirement Portfolio (IPRP) is focused on absolute return by investing in a highly diversified balanced and equity focused portfolio. The main target of the portfolio is to generate enhanced and stable returns above the average inflation rate and to minimize potential losses, even during times when the overall inflation expections remain quite low.
The WSC Inflation Proof Retirement Portfolio is being updated every Saturday, although the weightings of each asset class will only change on a monthly basis.
The WSC Inflation Proof Retirement Portfolio (IPRP) is being constructed by applying the so called Maximum Diversification approach, which we have already reviewed extensively in previous Seeking Alpha articles. In general, the basic idea behind the maximum diversification approach is to construct a portfolio that maximizes the benefits from diversification. In other words, if the overall correlation coefficient of any underlying security increases, the less weighting it will receive, since its diversification benefits are decreasing.
Data & Facts
Please find below detailed reporting information about the WSC Inflation Proof Retirement Model Portfolio which will be updated on a weekly basis.