The services encompass 3 areas:
- Cash Holdings
For Investing, A unique powerful investment asset portfolio targeting outperformance relative to peer funds or industry benchmark indices at generally lower risk, through businesses with strong corporate social responsibility (CSR) programs that strongly address environment, social and governance (ESG) factors towards socially responsible investing (SRI), and with business models or projects involving Impact Investing!
For Trading, we identify distortions or imbalances in the financial markets and the economy which result in particular from government and central bank interventionist policies and activities. Veteran Floor Trader Yra Harris identifies trading opportunities based on this approach – the model portfolio service details these trading opportunities. You get to trade through the eyes of Yra!
For Cash Holdings, we provide suggestions for holding cash (in between investing and trading) in the form of scarce and non-printable forms of money and stores of wealth.