Progress Wealth Management
    CORE Portfolio Investment Philosophy:
    BONDS
  • Fixed income should be a steady return portion of the portfolio .

  • There must be no surprises for the Core portion of the structure.

  • Credit exposure is one of the least rewarded risks in the investment spectrum and should be engaged cautiously.

    • EQUITY
  • We believe that the best way to get exposure to the world equity markets is through a broadly diversified portfolio that minimizes individual security risk.

  • Certain key factors, macroeconomic and of price movement, have an influence on the relative performance of the world's stock markets.

    • CORE Portfolio Goals :
    GLOBAL BOND MARKETS
  • Add stability to overall portfolio returns

  • Using this asset class as an anchor for the portfolio

  • Add risk sparingly and only when sensible

    • GLOBAL EQUITY MARKETS
  • Highly diversified and broad exposure to global markets

  • Superior risk-adjusted performance in different types of markets

  • Highly liquid portfolio

  • Highly customizable implementation

  • Execution cost efficiency