18/04/2026
𝐏𝐄𝐑𝐅𝐎𝐑𝐌𝐀𝐍𝐂𝐄, 𝐒𝐓𝐑𝐀𝐓𝐄𝐆𝐘 𝐀𝐍𝐃 𝐁𝐀𝐂𝐊𝐆𝐑𝐎𝐔𝐍𝐃
𝐏𝐄𝐑𝐅𝐎𝐑𝐌𝐀𝐍𝐂𝐄:
Delivering over 20% average annual return on investment since 2023.
𝐒𝐓𝐑𝐀𝐓𝐄𝐆𝐘:
This is an actively managed investment portfolio. This portfolio is designed to analyse trends in global financial markets, politics, technology, and society through performing fundamental valuations of assets, and through investing in securities that have a high potential to outperform the benchmarks. I manage this portfolio through risk diversification and hedging while generally avoiding leverage, short positions, and high-fee instruments to minimise fees and maximise gains. I aim to identify and invest in assets in as many as 30 different geographical locations, including emerging markets, that are undervalued with a potential to outperform the broader market expectations.
The portfolio maintains a low-medium risk score (around 4 - 5) by adopting a multi-strategy approach, which seeks to maximise the upside potential from various market forces and conditions. Asset allocation is pivotal in determining portfolio's overall risk and return. The current portfolio allocation comprises 70% equities, 20% exchange-traded funds, 5% global fixed income and real estate, 3% crypto assets, and 2% cash reserves (asset allocation is subject to periodic evaluation). The current portfolio dividend yield is 2.71%
𝐎𝐁𝐉𝐄𝐂𝐓𝐈𝐕𝐄:
The portfolio aims to consistently outperform the benchmarks $SPX500 and $UK100 with a conservative objective of delivering an average annual return of more than 20% year-on-year.
For more information about the investment strategy, portfolio holdings, risks, and key metrics, please access the fund factsheet @ https://bullaware.com/factsheet/Irtizamajeed
𝐁𝐀𝐂𝐊𝐆𝐑𝐎𝐔𝐍𝐃 𝐀𝐍𝐃 𝐄𝐗𝐏𝐄𝐑𝐈𝐄𝐍𝐂𝐄:
I am a self-articulated entrepreneur possessing 15+ years of experience in financial investments, global asset management, and wealth accumulation. Based in London, I advise to, and invests in, some of the fastest-growing business enterprises and tech start-ups. My professional background also comprises research consultancy with previous professional commitments at various international organisations in Europe. I also hold various professional qualifications pertinent to investment management.
I am a career civil servant, working for the British government in a key ministerial department. My work for the government includes conducting vulnerability and threat assessments and safeguarding the communities through robust risk management planning.
𝐂𝐎𝐏𝐘 𝐑𝐄𝐂𝐎𝐌𝐌𝐄𝐍𝐃𝐀𝐓𝐈𝐎𝐍𝐒:
The minimum amount to copy my portfolio is $200 whereas the recommended amount to copy is $1000. It is highly advisable to stay invested for a longer duration of time for robust gains and consistent profits. I recommend that investors use the 'dollar cost averaging' technique to mitigate risks and make a periodic contribution (add funds) to achieve sustained growth over time.
𝐂𝐎𝐑𝐑𝐄𝐒𝐏𝐎𝐍𝐃𝐄𝐍𝐂𝐄 𝐀𝐍𝐃 𝐍𝐄𝐓𝐖𝐎𝐑𝐊𝐈𝐍𝐆:
Please feel free to contact me by commenting on this post or via connecting with me on my 'X' account @ https://www.x.com/irtizamajeeds
𝐃𝐈𝐒𝐂𝐋𝐀𝐈𝐌𝐄𝐑:
Copy trading does not amount to investment advice. As with all investing, your capital is at risk. Past performance is not a reliable indicator of future