Portfolio Strategy
Designed to weather macroeconomic volatility, this fund strictly holds Aristocrat dividend stocks and REITs.
Focus Areas
- Real Estate Investment Trusts (REITs): For high mandated payouts.
- Consumer Staples: For recession-proof stability.
- Energy Sector: For consistent cash flow yields.
Results
Achieved a beta of 0.6 relative to the broader market, minimizing drawdowns during market corrections while reinvesting dividends for compound growth.