Wednesday, February 24, 2021
Sound Investment Guidance Global Wealth Builders

Global Wealth Builders

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Welcome to Global Wealth Builders Ltd.


 

Thank you for visiting our website. Most people who visit us want to know how we would manage their investment portfolio and what separates us from other wealth managers.

We are confident you will agree that our investment process and disciplines are profoundly superior to the methods practiced by other wealth managers. We actually manage risk in our portfolios by actively adjusting the mix of investments through the economic cycle. We do not rely on the “long term” to bail us out of a bad decision.

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In addition to other sources of economic research, we subscribe to the independent research provided by Hedgeye Risk Management (Headgeye.com) Hedgeye has 40 analysts and a large support team engaged in economic and financial research, covering 49 countries.

Hedgeye covers a comprehensive range of multi country investable assets including stocks & bonds, commodities, currencies and metals. We rely extensively upon our distillate of their research work, which we have found to be reliable.

Our portfolios are more diversified across an array of assets to reduce risk. There is more to invest in than stocks and bonds that tend to be tightly correlated.

 


Our Investment Process


 

The economy and markets are cyclical and the cyclicality presents both money making and risk management opportunities through the cycle. There are always opportunities to profit no matter what kind of market is in place.

Our investment process divides the economic cycle into 4 Quadrants based on growth of GDP and the rate of Inflation.

Comprehensive analysis of the economy and financial markets provides the framework to ascertain with some confidence, which Quadrant is at play.  Historical observation identifies the assets that perform the best and worst in each Quadrant of the cycle.

 

 

The table below illustrates how the asset mix is changed through the Quads in response to the rate of growth of both GDP and inflation. The adjustments deliver a timely defensive posture in Quad 3 and 4 and a more opportunistic posture in Quad 1 and 2. Both the sensitivity to the direction of the market (Beta) is adjusted as is the composition of the portfolio.

quad chart

 

Stock selection is based on extensive analysis of the fundamentals of a company and discussion with management, plus three other mathematical calculations to improve timeliness of the buy and sell decisions:

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  • Price of the shares.
  • Direction of the trading volume
  • Range of price volatility.

This process greatly improves the timing of buying and selling stocks based upon mathematics, not by poorly researched commentary of brokers or media personnel.

Our portfolios are diversified across numerous countries, which are operating in the most attractive Quadrant.

Above all, we believe it is extremely important to avoid major cyclical downturns that in a short period of time may confiscate many years of portfolio gains.

This is a short overview of our investment policies and disciplines to manage risk and achieve superior performance through all market conditions. We hope it is clearly evident that our approach is profoundly superior to other methods.

We would welcome the opportunity to provide more information


we offer a free GWealth review of your Portfolio


 

Portfolio Review As a free service, we provide a comprehensive review of your existing portfolio.

 We will provide a comparison disclosing how your portfolio is structured in relation to the market.

 We will indentify the investment style being executed, the risk characteristics and a complete analysis of the investment attributes of your portfolio.

 We will illustrate how your portfolio is or is not appropriate to your tolerance for risk and your objectives.

 

 

    Becoming a client is a swift and easy process  Contact Us

It requires only 30 minutes of paperwork and we are pleased to help you all the way.


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Year to Date Performance

Year to Date Performance

This is a quick progress report covering how our portfolios are performing...

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Contact Us

Global Wealth Builders Ltd.
Suite 105, Mayfield Business Centre
10525 - 170 Street N.W.
Edmonton, AB T5P 4W2

Canada
 Toll Free: 877-488-2858
 Phone: 780-488-2858
 Fax: 780-488-2837

 service@Gwealth.ca

Global Wealth Builders

 

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