Alternative assets, such as gold, silver, natural gas, oil, real estate and cryptocurrency, can increase an investors’ overall portfolio diversification, enhance returns and help provide inflation protection through non-correlated investments compared to stocks and bonds.
Liquid alternative ETFs are publicly traded funds that seek to track the price of alternative assets. These types of ETFs can be used to invest in alternative assets that can be illiquid, expensive, difficult to store or have high minimum investment requirements.
Shelter Rock Equity Alt Strategy
Shelter Rock Management’s Equity Alt strategy is a diversified portfolio for growth-oriented investors seeking long-term capital appreciation. It has targeted asset class weightings with up to 70% in equities and the remainder in liquid alternative investments.
The strategy’s portfolio contains high-quality large-cap stocks that have exposure to large and rapidly growing markets at the forefront of the modern economy. It also invests in ETFs that track alternative assets, including established cryptocurrencies and gold.
The Equity Alt strategy is suitable for more aggressive risk profiled investors and is intended to be complementary to a broader and well-diversified overall investment portfolio.