In 2021, we experienced a spike in inflation rates, bond tapering by the Fed, and increased popularity of cryptocurrencies and NFTs.
How did SineCera Capital’s all-weather portfolio perform through it all?
Find out in this episode, as Kevin Kaylakie and Adam Packer provide insight on the impact of various economic factors and market trends on our all-weather portfolio in 2021.
Adam discusses:
- Why U.S. treasuries are a strong portfolio diversifier
- Effective inflation-hedging asset classes
- The impact of inflation, both when it is transitory and long-term
- The future scope of cryptocurrencies and NFTs in our all-weather portfolio
- And more
Resources
- Blog: The Imperfect Hedge, Without Wax
- Blog: Inflation By Any Other Name
- Blog: The Long-Term Appeal of NFTs
- Risk Parity Fundamentals
Connect With Adam Packer:
Connect With SineCera Capital:
- kevin@sineceracapital.com
- connee@sineceracapital.com
- adam@sineceracapital.com
- (512) 980-4600
- SineCera Capital
- LinkedIn: Kevin Kaylakie
- LinkedIn: Connee Sullivan
- LinkedIn: Adam Packer
Disclosure:
Asset Allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Increase in real interest rates can cause the price of inflation-protected debt securities to decrease. Interest payments on inflation-protected debt securities can be unpredictable. Index returns are unmanaged and do not reflect the deduction of any fees or expenses. Index returns reflect all items of income, gain and loss and the reinvestment of dividends and other income. You cannot invest directly in an Index. Investing in commodities’ entail significant risk and is not appropriate for all investors. The price of Digital Assets is affected by many factors, including, but not limited to, global supply and demand, the expected future prices, inflation expectations, interest rates, currency exchange rates, fiat currency withdrawal and deposit policies at cryptocurrency exchanges, interruptions in service or failures of major cryptocurrency exchanges, investment and trading activities of large investors, monetary policies of governments, regulatory measures that restrict the use of cryptocurrencies, global political, economic, or financial events. Pricing also might be influenced by efforts at market manipulation by certain participants. Drastic or even gradual changes in price of cryptocurrencies and cryptocurrency derivatives could materially affect the value of the Client’s Digital Assets. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Although bonds generally present less short-term risk and volatility risk than stocks, bonds contain interest rate risks; the risk of issuer default; issuer credit risk; liquidity risk; and inflation risk. Risk associated with equity investing include stock values which may fluctuate in response to the activities of individual companies and general market and economic conditions. There are risks associated with investing in Real Assets and the Real Assets sector, including real estate, precious metals and natural resources. Investments can be significantly affected by events relating to these industries. All investments include a risk of loss that clients should be prepared to bear. The principal risks of SineCera Capital strategies are disclosed in the publicly available Form ADV Part 2A.
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