Financial Tales Portfolio Quarterly Update

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.

Sera Capital Management’s Financial Tales Portfolio Quarterly Update

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One Comment

  1. Over these market cycles I will be curious to observe your performance. This seems to be a reasonable goal.

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