The optimal global distribution of securities
indicated by our Belsize Portfolio.
Key Benefits
  • A dynamic framework, utilising the best ideas developed from in-house research and analysis.
  • Permitting clients to identify probable deviation from their portfolio benchmarks.
  • Identification of significant changes from the previous update.
  • Whilst all strategies are constantly reviewed and rebalanced, updates do reflect certain long term trends.
Asset Allocation Strategy - (Belsize)
Updated December 28th 2015.
Changes from Previous Update (of September 29th 2015)
  •        Dollar cash deposits decrease 8% while Euros
    increase 5%
  •        Treasury holdings decrease 8%
  •        Equity holdings increase 11%
  USA
 UK
 Eurozone
 Japan
 RoW
 Total
Allocation
 %
 BM%
 %
 BM%
 %
 BM%
 %
 BM %
 %
 BM %
 %
 BM %
Cash
 0.6
 3
 -5.7
 1
 4.5
 2
 7.1
 1
 0.0
 0
 6.5
 7,
(40-50)
2yr T-Bond
 7.0
 7
     5.4
 4
            
5yr T- Bond
 5.5
 5
     2.3
 4
 7.0
 7
        
10yr T-Bond
 3.0
 5
 2.7
 2
 3.3
 2
 2.4
 3
 0.0
 0
 39.7
 40,
20-60
30yr T-Bond
 1.1
 1
                    
Equities
 14.6
 16
 1.8
 3
 7.9
 8
 2.4
 3
 24.4
 20
 51.1
 50,
30-70
Commodities
                 2.7
 3
 2.7
 3, 0-10
                         
Net, - Range
 31.8
 37,
(28)-88
 -1.2
 6,
(3)-14
 23.4
 20,
2-52
 18.9
 14,
3-32
 27.1
 23,
10-34
 100
 100
Steven J CohenCFA

Results That Count - Bespoke Advantage
BM=Benchmark.
International contact details:
 Email: admin@c-bm.biz
 Skype: steven.j.cohen
  
Switzerland
Steven J Cohen CFA
Rolandstrasse 16
8004 Zurich

+41 (0)7675 367 38

Financial Intermediary
FINMA SRO Polyreg Membership
 USA
Steven J Cohen CFA
California


+1.310.923.5823

Investment Adviser Firm
SEC Firm CRD # 280027
SEC Individual CRD # 6546951
 UK & Rest of World
Steven J Cohen CFA



+44 (0)7770 275 489
 Canada
Steven J Cohen CFA



+1.310.923.5823

British Columbia Securities
Commission Foreign Investment
Advisor
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