B.U.Y. BASIC STRATEGY
Balanced
Uncorrelated
Yield
Basic Strategy
A TOTAL PORTFOLIO SOLUTION
Total Return (EUR)*
The return series presented above is for illustrative purposes only and does not represent actual investment performance. The data is based on historical proxies and should not be relied upon as an exact indicator of future returns. Past performance is not a guarantee of future results. This information is not intended as financial advice or an offer to invest.
*Benchmark: Conventional Balanced Portfolio Portfolio (EUR)
WHY
Every investment journey begins with a WHY.
Why to B.U.Y.? Essentially, why to invest?
Why invest?
1. Protect your purchasing power from the natural devaluation inherent in our fiat monetary system.
2. Participate in wealth creation driven by the global growth of the economy.
In summary, why to B.U.Y.?
To achieve a return on your cash that surpasses inflation and captures global economic growth.
WHAT
So, how do we achieve the desired yield?
In everyday life, we exchange money for goods and services. In investing, we trade risk for return.
WHAT to B.U.Y. = WHICH Risk Premiums to Blend for Efficient Institutional-Grade Diversification:
Foundations of
the Balanced Uncorrelated Yield BASIC Strategy
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1. DIVERSIFICATION
Portfolios diversified across uncorrelated risk premiums—spanning stocks, bonds, and commodities—reduce risk compared to concentrated exposures, targeting asymmetric performance with maximized gains and minimized losses. These asset classes align with the four main economic quadrants (higher/lower growth and inflation), ensuring efficient diversification.
2. FAIR PRICE
Short-term market fluctuations create mispricing opportunities. The approach avoids assets at extreme valuations, favoring balanced entry points based on current pricing.
3. BALANCE
Yield ties to risk. Allocations are structured by historical volatility, not just capital, delivering a risk-adjusted balance over a purely capital-weighted portfolio.
4. LIQUIDITY
This all-in-one strategy is designed for publicly listed, liquid markets and can be implemented within investment vehicles optimized for structural tax efficiency, where capital gains taxation applies only at exit, subject to the investor’s residency.
how
ASSET ALLOCATION 101
01
Decoding Today’s Economy
A deep dive into the current macroeconomic landscape across major economies focuses on two key drivers: growth and inflation. By evaluating what markets have already priced in today—without predicting tomorrow—a baseline risk-parity allocation emerges across all potential scenarios.
02
Tilting Toward Opportunity
Insights from the macro analysis guide a strategic tilt in risk toward the most promising scenario, boosting potential upside while maintaining discipline.
03
​Selecting the Right Assets
From a wide range of asset classes, those best suited to excel under the identified macro conditions are selected, ensuring alignment with the outlook.
04
EXECUTING WITH PRECISION
Capital weights are adjusted to achieve a targeted risk profile, using historical volatility data for each chosen asset class to balance exposure and stability.
Economic Scenario | Asset Class |
|---|---|
- GROWTH - INFLATION | BONDS |
+ GROWTH - INFLATION | STOCKS |
+ GROWTH + INFLATION | COMMODITIES |
- GROWTH + INFLATION | INFLATION LINK GOVERNMENT BONDS |
CAPITAL WEIGHT
RISK
WEIGHT
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This website is for informational purposes only and does not constitute investment advice, financial advice, or a recommendation to buy or sell any financial instruments. The information provided herein is based on publicly available data and internal analysis, which may be subject to change without notice. No guarantee is made regarding the accuracy, completeness, or reliability of the information. Any investment decisions made based on this content are at the sole discretion and risk of the individual. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions. B.U.Y. INVEST GmbH is a Swiss-based company connecting professional and institutional investors to investment opportunities. In compliance with the Swiss Financial Services Act (FinSA), specific personnel of B.U.Y. are individually registered as client advisors with RegService, a FINMA-approved client advisor register. We exclusively serve professional and institutional clients, as defined by FinSA. For further details, please contact us.