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A Recipe For Investment Success

Speaking on the Magic Markets podcast, Mesh MD Connie Bloem explained how AnBro’s TITANS portfolio fits into Mesh’s overall offering.

Boutique asset management company Λnβro Capital Investments has made its TITANS portfolio available on Mesh.trade, where it now sits alongside its Λnβro Unicorn Global Equity AMC, Λnβro World’s Biggest BRNDZ AMC, and Λnβro Dynamic Compound AMC. TITANS is structured to cover 11 distinct sectors of the United States economy, with equal weighting to avoid mega-cap bias and sector concentration risk.

But where does TITANS fit into Mesh’s overall offering? Mesh MD Connie Bloem answers this question in the latest episode of the Magic Markets podcast, hosted by Mohammed ‘Moe-Knows’ Nalla and The Finance Ghost.

Λnβro’s suite of four offerings on the Mesh.trade platform is best explained by two investment concepts, namely the core portfolio and the model portfolio.

 

The Model Portfolio

“Funds have a recipe for investing, and you as an individual should have a recipe for investing too,” said Bloem.

The secret, though, is that every model portfolio has the same basic elements. “It’s like baking a cake,” said Bloem. “If you want to bake brownies, you’ll throw in some chocolate, but if you want to make a vanilla sponge cake, you’ll leave the chocolate out. But fundamentally, all cakes have flour, eggs, sugar and so on.”

The same principle applies to model portfolios. “A model portfolio is fundamentally a recipe that you follow to bake your investment cake. Financial advisors and professional investors will tell you that when you’re young, in your 20s, you should take high risk and be overweighted in equities; but when you get to your 30s and 40s, you want to diversify and have a more consistent income. Then, when you get to your 60s and your 70s, you want to be going after cash. The concept is there’s a model portfolio that you can follow according to your risk appetite and where you are in your life and the goals that you follow.”

 

The Core Portfolio

The second concept Bloem unpacked was that of the core portfolio. “Here we’re talking about that big part of your portfolio that should be equities,” she said. “Generally, the advice is to have it diversified. When we look at the spread of the four Λnβro assets on Mesh.trade, we have TITANS, we have Λnβro Unicorn Global Equity AMC, we have Λnβro World’s Biggest BRNDZ AMC, and we have Λnβro Dynamic Compound AMC, which I love because it uses compounding to provide a lot of good quality income.”

Together with the other assets available on the Mesh.trade platform – including TroyGold’s Krugerrand token, the Die MOS 10-year bond, various cryptos and stablecoins, etc – these funds offer a full model portfolio. “If you come to our platform, you can build your full investment portfolio with these assets,” Bloem said.

The TITANS portfolio offering is a core ingredient in that model portfolio cake, as it provides investors with exposure to the ‘biggest and best’ companies in the US market. The companies that make up the TITANS portfolio are titans of their respective industries, being household names in the portfolio’s 11 constituent sectors: Financials, Industrials, Energy, Consumer Staples, Utilities, Real Estate, Health Care, Communication, Materials, Consumer Discretionary and Information Technology.

• To invest in Λnβro’s TITANS fund, register for Mesh.trade and view the asset overview.

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