Dear Clients, Friends and Partners of Das Family Office,

Outlook for the Coming Months

A good first half-year lies behind us and has once again shown that it makes sense to stick stoically to a well-designed portfolio strategy. Even if Donald Trump sends us news every day, we should not let this unsettle our portfolios. High portfolio turnover normally leads to underperformance.

Now that global equity markets have essentially recovered from the April 7th correction, investors are once again presented with an opportunity to rebalance portfolios that are heavily invested in popular American equities such as the Magnificent 7.

The same applies to portfolios that are heavily weighted in U.S. dollar investments and could cause further losses for non-Dollar investors. This is particularly important for our community members who are based in Euro, Pound Sterling, Singapore Dollar or other Asian currencies.

Even though the summer months are often accompanied by higher market volatility and whilst expensive market segments are susceptible to setbacks, we would advise against changing your strategy or exiting the market altogether, just because ‘it feels right.’ The long-term performance of our investment universe speaks for itself.
If you approach the financial markets with a certain optimism, you will be rewarded!

Please find our quarterly video and 'Reflections' update to assist you with your personal investment objectives and portfolio construction:

Please contact us if you have any questions or concerns. We are always here for you!

Please take a look at an abundance of information and specific details on how you can build a portfolio that works!

Don't let market volatility impress you, stay the course!

Yours Truly,

Mario Becker    Mario@dfo.sg

Founder and CEO of Das Family Office