Theme portfolio
Johan Widmark
Strong themes for growth
Incirrata's thematic portfolio is designed to provide exposure to growth themes that can be expected to drive development globally, create new solutions and attract capital over multi-year cycles, with low sensitivity to business cycles.
Distribution
The theme portfolio consists of 10 equally weighted holdings and is rebalanced monthly. These holdings are funds and ETFs selected based on 10 growth themes. These are
- AI and technology
- Aging population
- Space technology
- Computer games and e-sports
- Global health care
- Chips and semiconductors
- Blockchain
- Cyber security
- Automation and robotics
- Precious metals
Development
As of 11 Dec 2024, the theme portfolio is up 162% in five years. This can be compared with MSCI Sweden, which increased by 42% during the same period.
162%
Return 5 years, as of 2024-12-11,
compared to 43% for MSCI Sweden
High risk-adjusted return
1,0
with 0.33 for Avanza Zero
The Sharpe ratio measures the risk-adjusted return for a portfolio. A higher Sharpe ratio indicates better risk-adjusted performance and reflects higher returns for the risk taken. The model portfolio's Sharpe ratio of 1.0 can be compared to one of Sweden's most popular funds Avanza Zero at 0.33 or 0.19 for MSCI Sweden.
65%
Positive months
Read more here
Stock portfolio: Quality
The Incirrata Quality share portfolio is based on a quantitative screening to capture high-quality companies with stable growth and profitability, with a healthy balance sheet and return on capital, with an acceptable cash flow valuation.
Strategy portfolio
Incirrata's strategy is based on a model portfolio consisting mainly of shares and a smaller portion of selected products, for the best combination of long-term value growth and risk management. The portfolio has a Sharpe of 0.88 and average annual return of 14% per year.
Why US stocks?
The USA is not only the world's leading economic and political superpower but also the one that holds the greatest opportunities. With a unique combination of democracy, structure, military might, and entrepreneurial spirit, the country has repeatedly demonstrated its strength. However, one often overlooked factor is its unique geography – providing American companies with unparalleled conditions to continue succeeding.
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Disclaimer
This marketing document has been issued by Incirrata AB. It is not intended to be distributed to, published for, made available to or used by individuals or legal entities that are nationals or residents of any state, country or jurisdiction where applicable laws and regulations prohibit its distribution, publication, making available or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is for informational purposes only and shall not be construed as an offer, a solicitation or a recommendation to subscribe, purchase, sell or hold any security or financial instrument or to enter into any other transaction, such as the provision of investment advice or services, or as a contract document. Nothing in this document constitutes investment, legal, tax or accounting advice or a guarantee that any investment or strategy is suitable or appropriate for an investor's specific and individual circumstances, nor does it constitute personal investment advice to any investor.
This document reflects information, opinions and comments from Incirrata AB. at the time of its publication, which are subject to change without notice. The opinions and comments expressed by the authors in this document reflect their current views and may differ from conclusions in Incirrata AB's services or products, or third parties, who may have reached other conclusions. Market valuations, terms and calculations stated here are estimates only. The information provided comes from sources believed to be reliable, but Incirrata AB does not guarantee its completeness, accuracy, reliability or timeliness. Historical performance does not provide an indication of or guarantee of current or future performance. Incirrata AB assumes no responsibility for any loss arising from the use of this document.