All major stock markets are generally covered with index products in order to minimise the volatility (e.g. by using exchange traded funds with a very low total expenditure).
Direct investments in equity and investments in equity funds are performed on a selective basis.
Generally no systematic trading, except very occasionally in the context of an ‘opportunistic approach’.
Stop loss orders are placed for each equity investment on an individual basis.
All securities are purchased on the main stock exchange (usually highest liquidity) and therefore also in the relevant (foreign) currency.
The proportion of equity investments in the portfolio may be subject to high fluctuations (high changes in the asset allocation).
