Case Studies

“An investment in knowledge pays the best interest.” – Benjamin Franklin

EXAMPLES OF INVESTMENTS

  1. Client with self-directed IRA portfolio: A client sold his stocks in the market downturn of 2008 and was only partially invested since then, in some low performing stocks. We found that he was averaging about 4% annual returns compared to the Veda Funds portfolio has grown about 4 times in that time. The important factor here was to stay invested in the markets for the long term, in value equities, and weather out short term fluctuations for the best gains through compounding.
  2. Corporation with investment account: A corporation with excess cash on its books wanted to generate returns while protecting their capital in the 2-3 year time frame after which they planned to use the capital for expansion. In this case, a hedged portfolio with no downside risk and upside potential of 50% to 75% of the market returns was the best option. In the long run, downside protected portfolios have outperformed the market.
  3. Aggressive investor looking for returns: An investor with enough income to cover their short term needs wanted to generate strong growth in the markets. The decision was to invest the majority of the capital into the Fund with a value strategy, with a small amount of capital in a contingency account with stable returns.

CASE STUDIES

  1. Low returns on a self managed IRA portfolio
  2. Funding of retirement account – returns matter

CASE STUDY 1:
SELF MANAGED IRA PORTFOLIO

CASE STUDY II:
FUNDING OF RETIREMENT ACCOUNT – RETURNS MATTER!!