Portfolio models
Investment should be adapted to the goals and wishes of the investor. With this in mind, we have created a variety of strategy portfolios that we put together individually for you. You can also express your own ideas - we will implement them together with you.
The basis is formed by our asset strategies; they take into account the various asset classes and are actively managed. Theme portfolios complement the strategy and round off your investment.
The following list represents only a selection of our products.
TAM Vermögensstrategie Defensiv (Asset Strategy Defensive)
The TAM Vermögensstrategie Defensiv model portfolio is geared towards long-term value preservation. With the help of a broadly diversified ETF portfolio, the focus is on bond ETFs while at the same time taking advantage of opportunities on the international financial markets.
The initial allocation is composed of the following asset classes: 40% equities, diversified geographically and across sectors, and 50% bonds, mirroring both government bond and covered bond indices. In addition, there are approx. 10% gold/commodity ETFs.
The funds are allocated with the objective of being invested in a broadly diversified portfolio for asset preservation.
A rebalancing is carried out on a regular basis using our TOPAS trading model. TOPAS stands for trend-optimised asset selection.
TAM Global Balance
The TAM Global Balance model portfolio is geared towards achieving long-term value growth. With the help of a broadly diversified ETF portfolio, opportunities on the international financial markets are to be exploited.
The initial allocation is composed of the following asset classes: 60% equities, spread geographically and across sectors, and 30% bonds, tracking both government bond and covered bond indices. In addition, there are approximately 10% commodity investments.
The funds are allocated with the objective of being invested in a broadly diversified portfolio for wealth management purposes.
A rebalancing is carried out on a regular basis using our TOPAS trading model. TOPAS stands for trend-optimised asset selection.
TAM Vermögensstrategie Growth (Wealth Strategy Growth)
The TAM Vermögensstrategie Growth model portfolio is geared towards achieving long-term value growth. With the help of a broadly diversified ETF portfolio, opportunities on the international financial markets are to be exploited.
The initial allocation consists of the following asset classes: 80% equities, diversified geographically and across sectors, and 10% bonds, tracking both government bond and covered bond indices. In addition, there are approximately 10% commodity investments.
The funds are allocated with the objective of being invested in a broadly diversified portfolio for wealth management.
A rebalancing is carried out on a regular basis using our TOPAS trading model. TOPAS stands for trend-optimised asset selection.
TAM EuroSectors Defensiv
The TAM EuroSectors Defensiv model portfolio is an wealth management strategy based on ETFs. It is intended to represent a selection of the most promising sectors from the EuroStoxx.
In order to keep open the possibility of diversification, a gold and silver mining ETF is included in the basic selection. Up to approx. 60% of the portfolio will be invested in bond-based ETFs. A rules-based approach is followed, based on strict selection criteria.
The composition is reviewed on a monthly basis. A specially developed leading indicator is used to reduce the risk accordingly in phases of weakness.
A rebalancing is carried out on a regular basis using our TOPAS trading model. TOPAS stands for trend-optimised asset selection.
TAM EuroSectors Growth
The TAM EuroSectors Growth model portfolio is an wealth management strategy based on ETFs. It aims to track a selection of the most promising sectors from the EuroStoxx 600.
In order to keep open the possibility of diversification, a gold and silver mining ETF is included in the basic selection. Up to approximately 20% of the portfolio will be invested in bond-based ETFs. A rules-based approach is followed, based on strict selection criteria. The composition is reviewed on a monthly basis. A specially developed leading indicator is used to reduce the risk accordingly in phases of weakness.
A rebalancing is carried out on a regular basis using our TOPAS trading model. TOPAS stands for trend-optimised asset selection.
TAPPERT Deutschland Invest
The Tappert Deutschland Invest model portfolio is an equity-based wealth management strategy. A selection of the most promising stocks from the DAX, TecDAX, MDAX and SDAX indices is to be represented. A rule-based approach is followed, which is based on strict selection criteria. The composition is reviewed on a monthly basis. A specially developed leading indicator is used to reduce the risk accordingly in phases of weakness.
A rebalancing is carried out on a regular basis using our TOPAS trading model. TOPAS stands for trend-optimised asset selection.
Contact
Stefan Tappert
MBA (FH)
Financial Economist (EBS)
Commodity Professional (HSLU)
+49 221 952 40 52-0
s.tappert@tappert-asset.de
Investment advice according to section 2 para. 2 no. 4 German Wertpapierinstitutsgesetz (WpIG) and investment brokerage according to section 2 para. 2 no. 3 German Banking Act shall be made on behalf of, in the name of, for the account and under the liability of the responsible legal entity BN & Partners Capital AG, Steinstraße 33, 50374 Erftstadt, according to section 3 para. 2 WpIG. BN & Partners Capital AG has a corresponding license from the German Federal Financial Supervisory Authority (BaFin) in accordance with section 15 WpIG for the investment services.