The optimal global distribution of securities
indicated by our Belsize Portfolio.
Key Benefits
  • A dynamic framework, utilising the best ideas developed from in-house research and analysis.
  • Permitting clients to identify probable deviation from their portfolio benchmarks.
  • Identification of significant changes from the previous update.
  • Whilst all strategies are constantly reviewed and rebalanced, updates do reflect certain long term trends.
Asset Allocation Strategy - (Belsize)
Updated December 28th 2015.
Changes from Previous Update (of September 29th 2015)
  •        Dollar cash deposits decrease 8% while Euros
    increase 5%
  •        Treasury holdings decrease 8%
  •        Equity holdings increase 11%
  USA
UK
Eurozone
Japan
RoW
Total
Allocation
%
BM%
%
BM%
%
BM%
%
BM %
%
BM %
%
BM %
Cash
0.6
3
-5.7
1
4.5
2
7.1
1
0.0
0
6.5
7,
(40-50)
2yr T-Bond
7.0
7
    5.4
4
           
5yr T- Bond
5.5
5
    2.3
4
7.0
7
       
10yr T-Bond
3.0
5
2.7
2
3.3
2
2.4
3
0.0
0
39.7
40,
20-60
30yr T-Bond
1.1
1
                   
Equities
14.6
16
1.8
3
7.9
8
2.4
3
24.4
20
51.1
50,
30-70
Commodities
                2.7
3
2.7
3, 0-10
                         
Net, - Range
31.8
37,
(28)-88
-1.2
6,
(3)-14
23.4
20,
2-52
18.9
14,
3-32
27.1
23,
10-34
100
100
Steven J CohenCFA

Results That Count - Bespoke Advantage
BM=Benchmark.
International contact details:
Email: admin@c-bm.biz
Skype: steven.j.cohen
 
Switzerland
Steven J Cohen CFA
Rolandstrasse 16
8004 Zurich

+41 (0)7675 367 38

Financial Intermediary
FINMA SRO Polyreg Membership
USA
Steven J Cohen CFA
California


+1.310.923.5823

Investment Adviser Firm
SEC Firm CRD # 280027
SEC Individual CRD # 6546951
UK & Rest of World
Steven J Cohen CFA



+44 (0)7770 275 489
Canada
Steven J Cohen CFA



+1.310.923.5823

British Columbia Securities
Commission Foreign Investment
Advisor