Company / Analytics

Analytics, 28 February 2020

Alternative Investments to customize portfolio

Since the beginning of the year a lot of events have been happening across the globe, affecting directly the Global economy as well as the Stock market.

From Brexit to U.S. elections, to global health and geopolitical issues. These events present greater challenges for investors and have made markets more volatile than ever.

Investors must constantly search for better ways to balance their investments, protect their wealth while at the same time manage risk. One way to adjust risks in your portfolio is to add alternative investments.

Alternative investments represent an alternative way for investors to diversify their portfolios and help mitigate volatility in different situations. Alternative Investments may help you smooth out your overall returns and can also help you balance your assets during market selloffs for example.

Investors can access alternative investments by defining several strategies, the most common of which include Private Equity strategy, Hedge Funds and Managed Futures.

Some of the common risks presented by alternative investments include: (i) illiquidity which means that you probably won’t be able to get your money when you want as the cashing out process can sometimes take months or even years, and (ii) Regulations - alternatives are much less regulated compared to traditional stocks and bond; it’s pretty much up to you to decide whether it’s time to buy or to sell.

On the other hand, their main advantages include: (i) high potential of return - they offer investors a higher possibility of return compared to other traditional investments. However, it’s important to know that like any other type of investment the return rate is not guaranteed. (ii) reduced volatility - alternative investments allow investors to preserve their capital in the long term as a balanced portfolio reduce volatility.

There’s also another way to invest in alternatives with fewer risks, we call it Liquid Alternatives. Liquid Alternatives are composed of Mutual Funds or Exchange Traded Funds (ETFs). These expose investors to different types of investments such as Precious Metals or Merged arbitrage strategies which generally require a minimum investment.

While having Alternative Investments provides a strong diversification, helping reduce volatility while providing the potential for high returns, investors must still know their targets and make wise decisions. As the legendary investor Warren Buffett reminds us, “Never invest in a business you cannot understand”, invest only if you understand, then you can minimize your risks.


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