Wealth Protector

Theory behind the Bear Wealth Protector is simple

When a secular bull market reaches eight years old sell all stocks and invest proceeds:

  • 90% into government guaranteed bonds to generate cumulative interest income of 10% to get back to 100% of original amount
  • 10% into diversified venture capital portfolio which has potential to multiply

View 3 minute interview of founder about “return of capital vs. return on capital”

Gold does not protect assets against crashes and recessions.  The precious metal declined by 12% after the bursting of the dotcom bubble. Gold declined by 17% during the 2008 crash and Great Recession.

 

Diversification does not work either.  Since all stocks decline during crashes and recessions so do all mutual funds and ETFs.

Director of research interview about his startups experience