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Conserving Capital
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Conserving Capital

I invest abundantly in bonds, both U.S. Treasury and Canadian issues, and also utilize Exchange Traded Funds (ETF) to tracking a range of investments including broad-based indices and specific sectors; developed and emerging markets; equities, bonds, real estate, commodities; investment styles and quantitative indices; leveraged and inverse ETFs, and remain mobile at much lower costs to my investors. ETFs have minimal fees and realign to real time, making it easy to make defensive moves if cycles warrant them. Hedging strategies are also helpful in case negative situations should arise. I was one of the pioneers in managing Concentrated Stock Wealth Management strategy known as the Prepaid Forward Contract. This was a revolutionary plan through which senior executives of key corporations were able to profit from their capital during bull markets and divest their holdings during the bears.