Traditional Investments

Traditional, as opposed to alternative, investments are the cornerstone of financial independence.

These are well known assets like bonds, cash and real estate. Returns are made in the form of capital appreciation, income, dividends or interest.

Over the long term, these generally follow the market trend, and are often more conservative in nature than speculative or leveraged investments.
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Equities

Equities usually make up the lion's share of a risk-averse portfolio. These are little pieces of companies or funds.

Bonds

Bonds are slightly less risky. These are debt obligations that you can buy access to, either from corporations or governments.

Real Estate

This is property - it can be either residential, which you live in, commercial which you lease, or via a real estate investment fund.

The Strabo Dashboard

One of the most important features of the dashboard is the portfolio allocation display. This gives users the opportunity to observe their asset allocation: firstly to see the split between cash & short term deposits, traditional investment and alternatives, but then on a more granular level how these are broken down.
You’ll want to see how your portfolio is split, observe performance over time and make the necessary rebalancing adjustments where required.
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Tailored insights

Of course, there are limits to what we can tell you - we’re not in the business of dishing out financial advice, but that’s ok because each person’s asset allocation should be unique to their idiosyncratic needs.
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Set goals and targets

After setting a target, you’ll be able to track progress towards it and rebalance as necessary.
This is vital - it's the action step, so we can't do it for you! But we can guide you every step of the way.
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Track investments allocation

Your asset allocation will change over time with your capacity for risk, with more or less responsibilities and less and less time until your target retirement date. You can also track allocation across asset type, industry and sector.
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