our global portfolio

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    The Walt Capital Global Portfolio is a flexible portfolio and can hold in excess of 30 shares and investment instruments. As we view the investment and management approach of this portfolio as flexible it means that the portfolio has the flexibility to hold larger cash positions when we feel there is too much risk and could be fully invested at other times when we see the value. This portfolio does NOT make use of gearing of any sort.

    We can assist you in setting up an offshore trust or offshore investment company to be the custodian of your portfolio. We can assist you in selecting and appointing offshore trustees and/or shareholders or you can act as trustee and/or shareholder yourself. The most important issue to keep in mind is that YOU must be comfortable with any structure or portfolio you open and invest in. It must be simple and straight forward, easily understandable, and transparent. But most importantly it must comply with the law!

    Global Portfolio Performance

    • Walt Capital Global
    • S&P 500

    Below is an example of our our portfolio fact sheet for performance of our portfolio in USD after costs.