Current Portfolio Profile
Equities, technology and real assets form the core of the portfolio. Sovereign bonds are intentionally under-represented, and cash holdings are modest. The result is a growth-oriented profile that is sensitive to liquidity, real rates and global risk appetite.
Asset Class Footprint
The weights below are indicative bands rather than exact figures. They describe where risk is concentrated today and highlight the major levers for macro adjustment.
| Asset Class | Role in Portfolio | Indicative Weight |
|---|---|---|
| Public Equities (Developed & EM) | Core growth engine, macro beta and innovation exposure | High |
| Thematic / Sector ETFs | Concentrated tilts to tech, innovation, gaming and space | Meaningful |
| Commodities & Precious Metals | Inflation hedge, monetary-debasement protection, tail-risk ballast | Moderate–High |
| Real Assets / Resource Equities | Exposure to metals, mining and energy-transition themes | Moderate |
| Cash & Short-Term Instruments | Dry powder for dislocations; rapid deployment capability | Elevated |
| Traditional Bonds (Govt & IG) | Deliberate underweight; duration risk mostly avoided | Minimal |
Sector & Style Tilt
The portfolio leans into growth and innovation sectors with limited exposure to classic defensives. The style bias favours high beta and thematic concentration over benchmark neutrality.
| Sector / Style | Exposure | Macro Sensitivity |
|---|---|---|
| Technology & FutureTech | Overweight via direct names and thematic baskets | High (rates, liquidity, risk appetite) |
| Asian Growth & EM Consumer | Targeted exposure via regional indices and platforms | Medium–High (FX, global trade) |
| Gaming, Space & Frontier Tech | Smaller but high-volatility satellites | High (sentiment, liquidity) |
| Precious & Industrial Metals | Mix of bullion proxies and miners | Medium (real rates, growth, USD) |
| Defensives (Staples, Utilities) | Low direct exposure | Low (but limited downside ballast) |
Thematic Risk & Opportunity Map
This summary is written for a Macro Advisor. It highlights the key channels through which macro regimes (growth, inflation, liquidity, FX) transmit into portfolio outcomes.
- Liquidity & Real Rates: Portfolio benefits from liquidity expansion and stable/declining real yields; vulnerable to sharp tightening shocks.
- USD & FX Regimes: High embedded USD exposure; strong USD is a mixed blessing (supports precious metals as macro hedge but increases FX pressure on EM growth exposures).
- Global Growth & Trade: Industrial demand and trade volumes support metals, EM and cyclicals; broad global slowdown or trade fractures would be a headwind.
- Inflation & Policy: Portfolio carries explicit inflation hedges via real assets and metals, but high-growth tech remains sensitive to valuation compression if inflation forces aggressive tightening.
- Risk Sentiment: Cross-asset positioning that shifts from neutral to persistent risk-off will disproportionately impact high-beta thematic exposures.