Sera Capital Management’s Financial Tales Portfolio is designed to either be a stand-alone portfolio or to function as the core component of a larger portfolio. We believe that stand-alone or core portfolios need to be globally diversified and invested in undervalued asset classes. Through the application of a disciplined trading methodology, along with a global opportunity set, we have as our goal to outperform the CPI by 5% over multiple market cycles. Furthermore, we hope to achieve our goal with half the risk associated with the typical exposure to the S&P 500.
It’s been quite some time since our last blog post, but not to worry, we haven’t forgotten about our readers. We realize that Financial Tales is a useful source of investing case studies and when the blog only had a few tales it was easy to navigate. With approximately 100 tales, we have decided to make our tales more accessible by creating e-books. While our e-books are not available yet, they will be available in the near future.
Furthermore, we have been diligently working on the Sera Capital Financial Tales Portfolio, refining our investment process along the way. Most importantly, we’ve been working on the best way to provide our results to our readers for as little cost to you as possible.
We are speaking with Covestor and looking to get on their platform ASAP. Why Covestor? Covestor mirrors trades made by investing and trading professionals. This gives investors access to some of the top performing investment advisors without having to worry about large account minimums. The biggest difference between Covestor and Wealthfront or Covestor and Futureadvisors or even Ric Edelman is that you can choose your advisor or even diversify across advisors instead of being put into some cookie-cutter portfolio.
In line with our core beliefs at Financial Tales, always remember that you are your own advisor and you cannot abdicate responsibility. What this means to you is that you are the boss of your investments. If your advisor or investment manager isn’t working for you, fire them because you are in charge. You are not an optimized algorithm.