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The All Weather Portfolio is a portfolio structure concept that was designed by a well-known hedge fund manager, Ray Dalio. As the name implies, the objective of such a structure or strategy is to have a portfolio in place, which would
Invest In All Weather BDC Dividend Portfolio
Summary
- The All Weather Portfolio concept introduced by Ray Dalio aims for stable returns through largely uncorrelated investment exposures.
- In this article, I have tried to apply the essence of such a construct for BDC dividend-seeking investments.
- The sample portfolio, which is presented in the article, consists of three structural layers that are not that correlated and offer different risk and reward profiles.
- All of the nine BDCs are specifically selected to maximize the potential return from each portfolio layer, and are also the names, where I have issued bullish articles before.
Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG investing certificate holder, has had an internship in Chicago board of trade (albeit, being resident and living in Latvia), and is actively involved in "thought-leadership" activities to support the development of pan-Baltic capital markets.
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