DOREMI™ works as an adaptable overlay, layered onto your existing investments, aiming to absorb shocks from unpredictable events while still allowing for growth potential during stable times. The strategy focuses on:
Unpredictable Event Preparedness: Events like Covid-19, global crises, and economic downturns can’t be forecasted, but DOREMI™ is engineered to mitigate the potential financial impacts of these risks.
- Uses Unutilized Capital: The strategy is designed to operate with unutilized capital, ensuring that no additional capital allocation is needed for implementing DOREMI™.
Cost-Free Protection: Unlike traditional portfolio insurance methods, such as buying puts, DOREMI™ incurs no additional costs, maximizing risk mitigation without reducing portfolio profitability.
- Dynamic Adaptability: The DOREMI™ overlay adapts to changing market conditions and seamlessly integrates with diverse asset classes to deliver a well-rounded risk mitigation approach without compromising the portfolio’s original objectives.
DOREMI™ from 2010-2023: Visualizing the effect on portfolio resilience, particularly during turbulent periods such as the 2020 Covid-19 pandemic, and other volatile market phases. This visual illustrates how DOREMI™ has consistently supported portfolio stability and minimized losses through these critical moments.
