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Our Investment Goals


At RICHTWERT, we aim to protect and maximize our purchasing power through intelligent, risk-controlled investments in businesses.

Quantitatively, our medium and long-term goals ( >5-10 years) are:

  1. At least 10% return p.a. before taxes & profit sharing or

  2. at least 3% p.a. better than the S&P 500 Index (currency hedged) before taxes & profit sharing.

Ideally we want to achieve both goals, but as explained here, I am also satisfied if we achieve only one of the goals in the meantime.

  • If we only achieve target 1 after several years, it is likely that the S&P 500 performance has been excessive and that future S&P 500 returns will be lower. This should allow us to achieve target 2 in subsequent years as well.

  • On the other hand, if we only achieve target 2 after several years, it is likely that the S&P 500 performance has been too low and will improve in future years. If we continue to outperform the S&P 500, then our absolute performance would thereby also improve, enabling us to also achieve target 1.

If we miss both targets, we should look for alternatives for our capital.




Bahram Assadollahzadeh, CFA






Disclaimer

This document has been prepared solely for providing information about Richtwert Capital GmbH (“Richtwert”) and the services and products it offers. It is not and should not be construed as investment, legal or tax advice or as a recommendation, promotion, solicitation or an offer to buy, sell or hold any security, to adopt any investment strategy, to engage in any transaction or to undertake any legal act. The information provided in this material is rendered as of publication date, it may change without notice and is not intended as a complete analysis of every material fact regarding any investment. Richtwert offers no guarantee of completeness, correctness or security of this material. All investments involve risks, including possible loss of principal. The value of investments can go down as well as up, and investors may not get back the full amount invested. Investments involving derivative instruments can create losses that exceed the amount invested. Special risks are associated with foreign investing, including currency fluctuations, economic instability and political developments. Higher concentration and lower diversification can cause additional risks since each individual investment carries a higher portfolio weight while a concentrated portfolio has a lower number of investments that could provide risk diversification. Richtwert accepts no liability claims whatsoever that might arise from the use or non-use of the content of this material or from damage or loss that may occur due to unintentional transmission of viruses or malware.