Welcome to the Themes Model, a dynamic, actively monitored satellite strategy designed to complement our Core Portfolio. This model targets powerful global investment themes such as Artificial Intelligence, Robotics, Infrastructure, Nuclear energy, and others, by leveraging a curated basket of thematic ETFs.
The Themes Model serves as a growth-tilted, high-conviction portfolio that enhances diversification and captures long-term megatrends. While our Portfolio Core model provides stability through diversification, the Themes Model focuses on targeted, high-potential sectors that are shaping the future of the global economy. Designed for clients with moderate to high risk tolerance, it typically accounts for 10% to 40% of total portfolio allocation.
Momentum-Driven ETF Allocation
Allocations are adjusted based on weekly and monthly MACD signals
The Themes Model is ideal for investors seeking exposure to disruptive innovation, next-generation technologies, and thematic megatrends, without sacrificing the discipline of active management. It’s best suited for clients who want to position a portion of their portfolio for high long-term growth while complementing their core holdings.
The Themes Model is suitable for investors with a moderate to high risk tolerance who seek to enhance their core portfolio.
The Themes Model acts as a satellite allocation designed to complement a diversified Core Portfolio.
The Themes Model involves higher volatility and sector-specific risk due to its concentrated exposure to thematic ETFs.
Prefered in tax-advantaged accounts due to its higher turnover.
The Themes Model is a forward-looking investment strategy crafted for clients who want to align their portfolios with innovation, global transformation, and long-term growth opportunities. Through disciplined ETF selection and active oversight, this model captures the momentum of today’s most powerful investment themes while managing risk through thoughtful diversification. As a complement to our Portfolio Core model, it offers the flexibility and focus to help you stay ahead in a rapidly evolving market landscape.
