Navigator Portfolio

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The Navigator Portfolio aims to be resilient and out perform in different economic conditions, particularly in times of uncertainty.

This portfolio adapts to market changes and has a reduced vulnerability to economic shocks. It employs a proactive investment approach in navigating uncertainty around current global issues. It enables investors to respond to dynamic conditions, protect against downside risk, and seize opportunities for long-term financial success.

Adaptability to Market Changes:

Economic conditions are ever-changing. The Navigator Portfolio is optimized to adapt to a dynamic market environment. It ensures the investor can navigate proficiently through various economic cycles, whether experiencing recession, inflation, deflation, or an economic boom.

Reduced Vulnerability to Economic Shocks:

Certain economic events, especially recessions and market downturns, can have an adverse impact on specific sectors and asset classes. The Navigator Portfolio is less vulnerable to such shocks, as it balances potentially poor performance in one area with positive performance in another.

Inflation Hedge:

The Navigator Portfolio includes exposure to assets that are proven inflation hedges and protect the purchasing power of portfolios, such as gold.

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Navigator Portfolio Backtesting
PERFORMANCE

Big Arc

The Navigator Portfolio aims to be resilient and outperform in different economic conditions, particularly in times of uncertainty.

This portfolio adapts to market changes and has a reduced vulnerability to economic shocks. It employs a proactive investment approach in navigating uncertainty around current global issues. It enables investors to respond to dynamic conditions, protect against downside risk, and seize opportunities for long-term financial success.

Medium and long-term performance
 

5Y

10Y

30Y

MAX
(~150Y)
Portfolio Return (%)

6.52

5.28

6.41

5.79
US Inflation (%)

2.35

2.43

2.52

3.59
Infl. Adjusted Return (%)

4.07

2.79

3.79

2.12

30-year performance as of Dec. 31, 2023

Chart

1900s

Panic of 1901, a U.S. economic recession that started with a fight for financial control of the Northern Pacific Railway

Panic of 1907, a U.S. economic recession with bank failures

1920s

Depression of 1920–21, a U.S. economic recession following the end of WW1.

Wall Street Crash of 1929 and Great Depression (1929–1939) the worst depression of modern history

1970s

1970s energy crisis

OPEC oil price shock (1973)

Energy crisis (1979)

Secondary banking crisis (1973-1975) in the UK

Latin American debt crisis (late 1970s to early 1980s), the "lost decade"

1980s

Early 1980s Recession

Chilean crisis of 1982

Bank stock crisis (Israel 1983)

Japanese asset price bubble (1986–1992)

Black Monday (1987) US stock market crash

Savings and loan crisis (1986-1995) failure of 1,043 out of the 3,234 S&L banks in the U.S.

1990s

Special Period in Cuba (1990–1994)

Early 1990s Recession

Indian economic crisis (1991)

Finnish banking crisis (1991–1993)

Sweden financial crisis (1990-1994)

Black Wednesday (1992)

Mexican peso crisis (1994)

Asian financial crisis (1997)

Russian financial crisis (1998)

Ecuador economic crisis (1998-1999)

Argentine great depression (1998-2002)

Samba effect (1999) Brazil

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