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Building durable portfolios with an eye on tactical opportunities
Shi Fen Wong is a senior executive of a large multinational telecoms corporation and a resident of Hong Kong. She wants to diversify her existing portfolio, which is heavily skewed towards Asia.
Mrs Wong reads our annual Outlook publication and notes our recommended tactical asset allocation weightings are very different from her own.
Working with her Private Banker, she decides to entrust some of her portfolio held elsewhere to our discretionary managers, to be managed in line with our allocations.
Mrs Wong is concerned about the possible impact of volatility on her portfolio, so her Investment Counselor suggests a hedging strategy to help to mitigate the potential effects.
She is also keen to get exposure to a technology-related theme we have highlighted and our trading specialists tailor a basket of equities designed to help meet her yield and risk requirements.
All persons mentioned on this page are fictional and were created for illustrative purposes only. Any resemblance to real persons is a coincidence and unintended.This scenario is hypothetical and for illustrative purposes only. It does not take into account the investment objectives, risk profile or financial situation of any particular person and as such, strategies may not be suitable for all investors. Nothing on this page is intended to be an offer to purchase or sell, or a solicitation of an offer to purchase or sell, any security.No inference should be drawn that any investment product or strategy referred to was actually implemented on behalf of a client, or if it was, that it was successful.
Investments in securities involve risks and may lose value. Investment products are not deposits or other obligations of, or guaranteed by, Citibank, its affiliates or any other depository institution. Investment products are not insured or guaranteed by the U.S. Government, the Federal Deposit Insurance Corporation or any other government agency and may lose value.
The information contained is not intended to be an exhaustive discussion of the strategies or concepts mentioned herein or tax or legal advice. Neither Citigroup nor any of its affiliates provides tax or legal advice. You should obtain advice based on your own individual circumstances from your tax, financial, legal and other advisors about the risks and merits of any strategy before making an investment decision, and only make such decisions on the basis of your own objectives, experience, risk profile and resources.