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Check our Live Portfolio Performance Here
Please be sure to choose the correct timeframe: 20 October 2020 to 20 January 2025
We follow a passive investing strategy that focuses on the potential of digital assets. Our approach is based on the understanding that while there are millions of digital assets in existence, only a few have the potential for long-term success. To maximize returns and minimize risks for our investors, we employ the following key elements in our investment strategy
Out of the extensive range of digital assets available, we meticulously vet and enter positions in only 1 out of approximately 9000 alternative coin or token. This stringent process allows us to focus on assets with strong potential for growth and stability.
Our team conducts a comprehensive vetting process for each selected asset, analyzing factors such as technological innovation, team expertise, market demand, and adoption potential. This ensures that we maximize profitability while minimizing exposure to risky or unreliable assets.
We continuously monitor and review our portfolio allocation, ensuring that it remains aligned with our investment thesis. This periodic evaluation allows us to adapt to market conditions, capitalize on emerging opportunities, and optimize returns for our investors.
At Actalize, we pride ourselves on our unique and effective investment strategy. With a strict and thorough asset selection methodology, we aim to identify the most promising opportunities from the vast array of digital assets available. Discover how our approach to portfolio management has yielded exceptional results, maximizing profitability and delivering significant benefits for our investors.
| Asset | Returns* | Source | |
|---|---|---|---|
|
|
Gold |
2.72% |
|
|
|
US Treasury Bonds |
5.46% |
|
|
|
EU Property (rental Yield) |
7.81% |
|
|
|
Swiss residential property |
6.4% |
|
|
|
Bloomberg Commodity (BCOM) |
17.33% |
|
|
|
Venture Capital (Cambridge Associates study) |
21.9%** |
|
|
|
Angel Investing |
14%** |
|
|
|
Actalize Model Portfolio |
52.13% |
* Annualised returns from May 1st 2020 to October 1st 2023
** Average Past Returns
| Asset | Returns* | Source | |
|---|---|---|---|
|
|
Vanguard 500 Index Fund |
11.93% |
|
|
|
Bridgewater Pure Alpha |
1.5%** |
|
|
|
Blackstone |
28.04% |
|
|
|
KKR & Co |
32.93% |
|
|
|
Apollo Global Management |
30.36% |
|
|
|
Actalize Model Portfolio |
52.13% |
* Annualised returns from May 1st 2020 to October 1st 2023
** Average Past Returns since January 2012
| Asset | Returns* | Source | |
|---|---|---|---|
|
|
S&P 500 |
12.93% |
|
|
|
Apple Inc. |
28.71% |
|
|
|
Coca Cola Co |
6.18% |
|
|
|
Berkshire Hathaway |
20.99% |
|
|
|
Amazon |
3.16% |
|
|
|
Tesla |
63.39% |
|
|
|
Meta |
12.25% |
|
|
|
Microsoft |
18.94% |
|
|
|
JP Morgan |
13.79% |
|
|
|
Visa |
8.22% |
|
|
|
Actalize Model Portfolio |
52.13% |
* Annualised returns from May 1st 2020 to October 1st 2023
Actalize is distinguished by a unique and highly effective investment strategy. Our investors enjoy transparent access to daily portfolio performance data directly through their online banking or brokerage accounts. Learn more about how our approach to portfolio management consistently yields exceptional results, driving profitability and delivering tangible benefits for our clients.
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All content on this website is provided for information purposes only and does not constitute an offer, recommendation or solicitation to buy or sell any financial products or services, or a promise to undertake or solicit business, and should not be relied upon or considered in connection with any offer or sale of financial products or services.
Actalize Digital Assets, is responsible for the content of this website in the context of the offer in Switzerland. By remaining on this website you agree to be bound by our Terms of Use AND you confirm that you are a qualified investor with the necessary knowledge to assess the risks of investing in financial products. Each fund has specific risks, which can significantly increase under unusual market conditions. As the fund is in the Cryptocurrency asset class, investors must be willing to bear potential additional risk involved.
Actalize Digital Assets is licensed and regulated by the Swiss Financial Market Supervisory Authority (FINMA) through Maverix securities AG.
Our financial statements have been audited by third party auditors.
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