Strategic risk-mitigation blueprints engineered by Korth Portfolios for institutional investors and private bankers. Do not leave your liquidity to chance.
MARKET
Today’s rate environment and liquidity shifts have rewritten the rules of capital preservation. What was "safe" two years ago is now a liability.
Counterparty risk within regional banking sectors.
Value erosion in fixed-income portfolios.
Absence of a high-conviction exit roadmap.
Biography
Jim Korth
Chairman and Chief Executive Officer
I am a 75 year old investment banker who has participated in the stock and bond markets across the world for more than 45 years. As the owner of an SEC Registered Broker Dealer and Financial Advisor and a Mortgage Company, over the years I have advised and represented many major corporations including General Motors, Kroger Stores and Citibank. I also initiated many programs that provided new securities to investors across the US and I advised the United States Treasury on creating the STRIPS program.
I own the IPP.
I created the Inflation Protection Portfolio ("IPP") for my own account, purchased, and currently own all of the securities. I have invested approximately one-half my liquid assets in the IPP and strongly believe that this portfolio with its strong countries, companies and high dividends will hedge me against expected US inflation and may be less volatile and more diversified than gold, silver or crypto over a five year period.
In a volatile market, actionable intelligence is your only true collateral.
Safer Haven
As at least a 5 year holding, I believe my portfolio is a safer haven than gold, silver or crypto because:
Wide Diversification
If one company or currency does poorly, others will do well and balance the value of the portfolio.
Low Debt to GDP
Low debt to GDP currencies should maintain their ability to sell their bonds for real money and therefore maintain their purchasing power while the US dollar falls to inflation.
Currency Stability
Overall currency risk generally appears to be less volatile than price risk in metals and crypto.
Organic Growth
The natural growth of the populations of each country and the related and organic growth of each company should create generally high stock prices offsetting stock market and currency volatility.
High Dividends
High dividends should protect against difficult markets and currency fluctuations.
planning
1- Investment minimum holding plan 5 years with annual review and adjustments as determined in December each year.
2- Identify 8-12 developed nations with stable governments and much lower debt to Gross National Product ratios than the US. Wide diversification would offset inter border political risks and currency risks.
3- The nation's sales to the United States need to be less than 15% of exports.
4- Identify low volatility stocks in those countries that provide essential services. I first looked for utilities, consumer staples and communications, then banks and insurance companies.
5- Buy 12 different stocks with up to two each in the largest nations.
6- Equal weight all the companies in US Dollar beginning value. (Note: These securities are so liquid you could do this for less than $1,000 each in US dollar value.)
7- Each company had to have a market capitalization of more than $2 billion in USD equivalent for sufficient liquidity.
8- Each company's market price needed to be substantially less than its recent annual high.
9- Each company had to pay a substantial regular dividend which would offset currency and market volatility over the years.
10-Review and balance the portfolio in currency weights and value weights at least annually.
11- No margin debt. Stocks are volatile and you never want a margin call you cannot meet. For me, savings in stocks require no margin borrowing.
portfolio
Inflation Protection Portfolio IPP for Financial Professionals Registered with the SEC or FINRA
You immediately will receive excel file by email. Also will be included links to full descriptions of the countries and links to each stock's company website along with each stocks expected dividend rate, industry category, trailing twelve month Price Earnings Ratio, and each stocks capitalization in USD.
Inflation Protection Portfolio IPP for Investors who are Not Registered with the SEC or FINRA
You will immediately receive an excel file by email. Also will be included links to full descriptions of the countries and links to each stock's company website along with each stocks expected dividend rate, industry category, trailing twelve month Price Earnings Ratio, and each stocks capitalization in USD.
FAQ