Every Remedy Wealth Exchange portfolio is a defined strategy, not a black box. Below is the asset mix, risk rating, and return driver for each tier, so you can match your position to your objectives and your tolerance for volatility.
Risk rated 1 (lowest) to 5 (highest) All tiers held in segregated, insured custody Daily yield accrual on every tier
Core Equity
LOW RISK · CONSERVATIVE RETURNS
Core Equity is the defensive foundation of the Remedy Wealth Exchange range. The portfolio concentrates on blue-chip stocks with long dividend histories, paired with short-dated government bonds and money market instruments to dampen volatility. Price swings are minimal and capital preservation is the priority.
WHAT THE PORTFOLIO HOLDS
Blue-chip equities40%
Government & treasury bonds35%
Money market instruments20%
Cash reserves5%
HOW RETURNS ARE GENERATED
Returns accrue primarily from dividends and bond coupons rather than price speculation. The yield is the lowest in the range, but the most stable, making drawdowns shallow and recoveries quick.
BEST SUITED FOR
First-time investors, capital-preservation mandates, and members who want steady daily accrual with the lowest possible exposure to market swings.
Balanced Portfolio
MODERATELY LOW RISK · STEADY BLENDED RETURNS
Balanced Portfolio splits capital between income-producing stocks and investment-grade bonds, with a measured allocation to real estate trusts for inflation protection. The equity sleeve drives growth while the bond sleeve cushions downturns.
WHAT THE PORTFOLIO HOLDS
Large-cap equities50%
Corporate & sovereign bonds30%
Real estate investment trusts12%
Commodities & cash8%
HOW RETURNS ARE GENERATED
Returns blend equity dividends with bond interest and REIT distributions. Volatility remains contained because gains in one sleeve typically offset weakness in another, producing a smoother equity curve than a pure stock portfolio.
BEST SUITED FOR
Investors with a medium-term horizon who want meaningful growth but are not comfortable with the full swings of an equity-only strategy.
Growth Allocation
MODERATE RISK · GROWTH-ORIENTED RETURNS
Growth Allocation tilts decisively toward stocks with above-average earnings momentum: technology leaders, expanding mid-caps and selected international shares. The small bond buffer exists to fund rebalancing, not to dilute returns.
WHAT THE PORTFOLIO HOLDS
Growth & technology stocks60%
Mid-cap equities20%
International shares12%
Bonds & cash buffer8%
HOW RETURNS ARE GENERATED
Return is driven mainly by share price appreciation, with dividends as a secondary source. Expect wider month-to-month variation than Core Equity or Balanced, in exchange for a higher long-term growth ceiling.
BEST SUITED FOR
Members with multi-year horizons who can tolerate interim drawdowns in pursuit of stronger capital appreciation.
High-Yield Fixed Income
MODERATELY HIGH RISK · INCOME-MAXIMISED RETURNS
High-Yield Fixed Income is an income engine. It holds sub-investment-grade corporate bonds, preferred shares and structured credit instruments that pay substantially more than government debt, in exchange for accepting higher issuer risk.
WHAT THE PORTFOLIO HOLDS
High-yield corporate bonds45%
Preferred shares25%
Dividend equities20%
Structured credit10%
HOW RETURNS ARE GENERATED
The majority of return comes from coupons and preferred dividends, which are contractual payments rather than market hopes. Credit events are the principal risk: diversification across issuers and sectors is used to contain any single default.
BEST SUITED FOR
Income-focused investors who prioritise strong, predictable cash yield and understand that higher coupons carry higher issuer risk.
Private Wealth
HIGH RISK · MAXIMUM GROWTH POTENTIAL
Private Wealth is the flagship tier, reserved for larger commitments. It combines concentrated stock positions with pre-IPO placements, digital assets and alternative strategies that are not available in the lower tiers. Positions are larger and less hedged by design.
WHAT THE PORTFOLIO HOLDS
Concentrated equity positions45%
Pre-IPO & private placements20%
Digital assets15%
Alternative strategies20%
HOW RETURNS ARE GENERATED
This tier targets the highest daily yield in the range, but with the widest variance. Private placements and digital assets can reprice sharply in either direction, so short-term drawdowns are an expected part of the strategy.
BEST SUITED FOR
Experienced, high-conviction investors with substantial capital, long horizons, and the temperament to hold through volatility for maximum compounding.
Ready to take a position?
Open an account, choose the tier that matches your risk profile, and start accruing daily yield.