Home
Contact
Introduction
 Trust
Offshore Trust
Banks
Investment
Merchant Accts
Consulting
Policies
Residency
Mutual Funds
Application

 


smith-smith.com


 

Stock Market Valuations

In designing The Atlantic International DJIA Enhanced Index Fund, the focus was on creating an investment that: a) produced a return greater than the DJIA; b) was not vulnerable to substantial year-to-year losses due to continuing high stock market valuations and; c) provided investors protection from the eroding affects of prolonged periods of deflation and inflation. For example, during periods of hyperinflation, hard commodities such as gold, silver, oil, grains, and livestock (real assets) tend to do well, as do the major world currencies. The Fund's portfolio contains a substantial amount of "real assets," not just financial assets (stocks and bonds). During deflationary times, when equity and bond prices tend to go down, owning real assets (commodities) provide an opportunity to profit by selling short into a declining market with the expectation of buying, or closing out, the position at a lower price. Share values are further protected from losses in the stock market under the terms of its Structured Investment Agreement with a major international banker. Share values will be affected by losses, if any, from its other portfolio investments.