Is it Wise to Invest Offshore? Consult Global Diversified Partners


Most investors in the United States shy away from investing in other economies of the world. A lot of us are contented with investing all of our life savings in our own country without giving a second thought to offshore investments. People tend to exercise caution when formulating portfolios and look to diversify their financial assets as much as possible in order to reduce risk. Most however, overlook any opportunities of fruitful investments in foreign markets. This is due to some misconceptions that people have about investing in foreign economies. It also has to do with a general lack of understanding prevalent among common investors about the benefits of investing offshore. You can discuss all your queries with our experts at Daniel Kalenov Global Diversified Partners. Here we aim to portray offshore investments in a different light.

The idea behind diversification of financial assets is to reduce risk on returns. If an investor invests in a number of firms, then one of them going bankrupt will not decrease his or her returns to a greater extent as opposed to the case where an investor invests in one stock only and the company crashes out of the market. Similarly, investing offshore is a broader form of diversification. That is, a global diversification of financial assets. Investors who buy foreign securities along with local ones tend to earn above average returns.

Economies around the world are in different states at a point in time. A slump in the United States market does not imply a similar trend all over the world. So an investor who indulges in offshore business earns more than the one who invest in the local market only. Financial data collected over the past few years shows that a number of foreign markets all over the world give greater average return even if the United States market is going through a bad phase. Therefore investors who globally diversify their portfolios have above average returns on their investments.

Property prices, standard of living, etc are other factors that affect the returns of different markets. Such conditions definitely vary from country to country and this is evidence of the beneficial nature of investing in a number of economies. An investor who confines his portfolio to the US loses the chance of investing in a number of major corporations of the world as some of them are outside the United States. These corporations are almost guaranteed to give greater returns.

On the contrary, there are also visible trends of investors losing money on foreign investments. This has more to do with the fact that people have little knowledge of foreign markets and they do not take the same precautionary measures as they do when investing in the local market. Lesser returns from foreign markets have little to do with any drawbacks in the practice of keeping global portfolios as a whole. Investors should look for expert brokers and should avoid investing without proper information about the market.

Investing offshore is all about diversifying your portfolio globally which has no harm in it. However it is imperative that you take the right course when doing business offshore. Do that and you are guaranteed an above average return on your investment portfolio. Daniel Kalenov Global Diversified Partners can help you in making your investment successful when it comes to offshore investment.

Consult Daniel Kalenov led Global Diversified Partners and learn about real asset investing, retirement security, offshore diversification, and many other topics you can use to shape your future.

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Risks of Real Assets as an Investment – Daniel Kalenov

All investments, including property funds and other real assets, carry risk.

Following years of poor performance by market-traded securities, investors are choosing real assets as an alternative. But all investments are subject to risk.

Battered by an economic downturn over several years, investors like their counterparts in the European Union and the United States, looking for investments that maximise asset growth. Traditional market-traded securities (stocks and bonds) in particular have underperformed, leading investors to look at alternative investments.

Alternative investments range from the opaque (short only funds, ultra short funds, absolute return funds, market neutral funds, hedge funds) to the transparent, such as real estate investment trusts (REITs), private equity and venture capital. A subset of alternative funds includes real assets, including land, developed real estate, rarities (art, antiques, stamps, fine wine, coins, antique cars), precious metals (gold, silver, platinum, palladium) commodities (energy sector fossil fuels, plus agricultural goods such as wheat and corn) and even renewable energy products (biofuel crops, solar panels and wind turbines).

This last category, real assets, holds great interest after the disappointments of exotic and complicated investments such as derivative assets. Art can be appreciated with the eyes, much like antiques. Fine wine can be held, traded or even consumed (a reckless investment act, but sometimes a celebratory gesture of something of even greater significance). Land can be traversed, formed, beautified and turned into human habitat. Precious metals are sometimes adornment, or held in bulk in safety vaults. We feel good when we invest in energy to power industry, perhaps even more so when it is from renewable and non-polluting sources. An antique car might be driven for very special occasions – carefully and responsibly.

But real assets such as these carry their own risks. While insurable, rarities such as art and antiques can be utterly eliminated by fire, natural disaster or theft. Commodities are subject to market forces that can, under some circumstances, cut value to a net loss.

Land investment and land development are also subject to external forces. But professional advisors control variables in strategic land investments with methods that include the following:

  1. Choose land that will likely appreciate –

    Experienced land investors (many investors join small-group funds with professional advisors) search for property that is ripe for development (usually for housing) to accommodate growing population. Such properties are typically slated to become part of a town plan. The investors – who at a minimum invest 10,000 – do not blithely wait for the planning process to play out but actively ensure their land investment progresses on a timely basis.

  1. Infrastructure investment (where appropriate) –

    Some land investments benefit from the building of roads, the installation of utilities and water and sewage removal. This makes the property ready to build for construction firms.

  1. Expertly time the land sale – All strategic land development follows a pre-set timeline. This is important to the investor, as he or she can know when to expect a distribution on the eventual sale profit.

Still, even well managed property funds investments come with unknown variables. Would-be investors who want to learn more about strategic land should consult with Daniel Kalenov an independent and qualified personal financial advisor.

And learn about real asset investing, retirement security, offshore diversification, and many other topics. Daniel Kalenov Global Diversified Partners help people take control of their financial well being by educating them on the benefits of investing in tangible assets and by altering their perception of what “smart investing” means

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Why Use Fund Managers – Global Diversified Partners

If you were extremely rich, you’d be able to afford a team of private money managers – people who would watch the markets daily and seek out investment opportunities for you. Consult Daniel Kalenov led Global Diversified Partners for more or call at 619-500-4235.

The good news is that you don’t need to be rich to access this – it’s what fund managers do.
A managed fund is an investment that consists of a pool of funds – $20,000 from you, $50,000 from someone else etc. These funds combine to be in the millions, and are invested by professional money managers.

What we’re good at

Financial Planners are good at being financial planners. We’re not fund managers. Our job is to recommend financial strategies that will help you achieve your long term goals. It’s what we’re good at.
We choose to outsource the actual managing of your money to professional fund managers. It’s their job and it’s what they’re good at.

What a fund manager does

A good investment company has a team of staff who manage your money. Let’s consider a fund that invests in Australian shares.
The fund employs a team of investment analysts. Each analyst may have a different field of expertise i.e. resource stocks, telecommunications companies etc. They have access to a wide range of research on the companies they’re looking at. Due to the size of the funds, they’re able to meet with the key staff of the companies and visit their offices. They’re able to react quickly to company announcements and market movements.

Due to the size of the funds, they’re often able to obtain some cost reductions. For example, the stockbroking rates they’d pay will be far less than what the average investor pays.
The fund invests your money across a range of companies. Some share funds may have a concentrated portfolio of around 20 stocks, others may hold over 100.

No emotion

Most funds management companies have a disciplined investment structure in place that takes the emotion out of investing. If you or I bought a share and it declined in price, we may be reluctant to sell because we like to think we can always pick ‘winners’. If we sell at a loss, that would be losing!
A fund manager has a process that removes the emotion. They have defined reasons for buying (or selling) a share. If the price declines, they’ll want to see why and if they still believe in the company they’ll generally see the price decline as an opportunity to buy more shares at a cheaper price.

Cast a wider net

There are managed funds available for investments all around the world. Australia has a relatively small share market compared to the rest of the world – we’re less than 2% of global share markets.
It makes sense to invest offshore. You’re able to invest in companies and technologies that aren’t available in Australia. Companies like Nokia and Google are only available on overseas stock markets.
A professional fund manager makes it easy. They usually have analysts all around the world and they’re able to react quickly to market movements and investment opportunities – even when you and I are sleeping.

Different styles

Different fund managers have different ideas on how to invest your money. A company that may be considered too expensive to buy by one fund manager may be seen as a bargain by another.

Which one is right? They both are.

You may know about the importance of diversification. Even within an asset class we can diversify. Different share managers have different approaches to managing your money. We’ll generally pick managers with different ideas so that when you combine the different portfolios, you have a good mix of investment ideas. They’ll all be ‘right’ at different times – that’s the point of mixing them up.

Outsource what you can

Of course, you could choose to manage your money yourself, investing in shares etc.
But that takes a lot of time, and it’s a big risk. You’re betting that you can invest better than a bunch of professionals.
Many of our clients tell us they’re time poor. If they had more free time they’d spend it with family and friends, they’d use it to indulge in a hobby, they’d take better care of their health and fitness.

So to us, trying to manage your money yourself carries a high amount of risk. We believe there’s value in outsourcing it to professionals. Let Daniel Kalenov Global Diversified Partners advise you on the right strategies, and let our fund managers invest your money. As a result, you can have more free time to do the things you enjoy.

Daniel Kalenov Global Diversified Partners has a global focus and we’re opportunistic, but prudent. Each of our investors is a partner in the project and the key to a successful partnership is great communication. We saw a need in the marketplace for a down-to-earth, smart, accessible investment firm that finds great deals, treats clients like family, and puts the investor first. It’s that simple.

Also read: Competence and Knowledge are Essential in A Hedge Fund Manager

How to Spot Good Investment Opportunities – Ask Daniel Kalenov

For people looking to secure their future with some safe investment opportunities, it may be a good idea to begin your research early and embed some investment facts into your brain. Like with any investment opportunity, one never knows how much profit (if any) they will make. There are always risks involved with investing one’s money, but the trick is to never place all of your eggs into one basket. Daniel Kalenov (Founder of Global Diversified Partners) will tell you that doing that is a terrible way of investing and you could risk losing everything in one fell swoop.

So how can one make a solid good investment? How do you spot good investment opportunities? Is there such thing as a good investment opportunity? Well the answer to the last question is that of course there is such a thing as a good investment opportunity; the trouble is no one really knows when that opportunity is and whether they should take it. The business world calls this financial investment which can make good profits. If you are financially astute then a good investment opportunity will lie in stocks, real estate and other ventures.

People should be careful if they are looking into property investment due to the current market, however as houses have become cheaper to buy this might be a good opportunity to buy a house for when prices do increase, which may enable you to make a good profit or give you the opportunity to rent the property out for a steady income. Again you will need to do some researching and take a careful approach to this as it may mean learning a few tricks before diving into it. Daniel Kalenov Global Diversified Partners can guide you further.

If it is in stocks and shares that you are looking to invest in then it goes without saying that you will need to research into the stock market. A good knowledge of finance, business and an understanding of the stock market is a must in order to make good investment choices. Without any of these understandings then you will reduce the risk of placing your money on something that may tantamount to a massive loss in profits.

Investing into private equity in a company maybe a good method of investing your money, however you will need to have again done some research into the company and see what the risks are involved with putting money into their hands. What will you gain back from them and can you work with them to get a good deal? Before signing any contract or parting with the money, always be clear on the investment opportunity and always be clear cut on how much input you should have on the company.

The best way to approach any investment opportunity is to consult with a financial expert face-to-face rather than over the internet. This is something that people are all to reluctant to do as they may not have any ideas of what they are talking about, which is all the more reason for you to approach an expert. Rather than simply flicking through internet pages, always approach an expert with a list of questions and with an aim to find the right investment for you.

Daniel Kalenov Global Diversified Partners has a global focus and we’re opportunistic, but prudent. Our goal is to be the investment firm of choice for individuals seeking to diversify their portfolios into tangible assets, not just paper ones. Call us at 619-500-4235 or mail at

What’s so great About an LLC Anyway? Ask Daniel Kalenov

Every investor worth their salt knows to protect their assets with a Limited Liability Company (LLC). Chances are, you’ve got one or more LLCs and are leveraging their accompanying tax advantages. You’re also well aware of the liability protection that an LLC provides. Like I said, you’re a smart investor.

But here’s something you may not know: LLCs come with Charging Order Protection. Even in an LLC, members’ assets are still potentially at risk from creditors and judgments. And let’s face it, successful businesses are claim magnets, especially if you have outstanding debts or judgments elsewhere.

The key point of Charging Order Protection is to protect your business and its assets from the debt of any of the LLC members. With it, a creditor of a member of an LLC cannot put a claim against the assets of the LLC, but can only obtain a charging order against distributions made to the member under judgment. This protects the assets of the LLC itself as well as its members.

However, a creditor cannot force the LLC to make a distribution to its members. This may leave the creditor with nothing from the LLC and gives the member under judgment a strong negotiating position to settle with the creditor for less than the whole debt. This last point, however, depends upon the situations of both the creditor and the member.

Say, for example, that the creditor is another individual that needs the proceeds of the settlement. She will likely be willing to settle the debt at a discount. On the other hand, if the creditor is a bank, the bank will likely not need to have the money in hand at any specific time and so may be less inclined to settle.

But what about the halt in distributions to the member(s) of the LLC? It’s true that a creditor can’t compel a distribution, but the member(s) may be reliant upon distribution for financial viability. In that instance, the possibility of discounting the debt will depend on who needs the money more.

Also, different states enforce the Charging Order with varying levels of vigor, so be sure to speak with your legal team about domiciling your LLC in the proper jurisdiction. Either way, the Charging Order is an essential component to protecting your assets and a key benefit to any properly structured LLC.

Daniel Kalenov led Global Diversified Partners goal is to be the investment firm of choice for individuals seeking to diversify their portfolios into tangible assets, not just paper ones. When it comes to your finances, if you don’t know where you’re going, any road will get your there. Global Diversified Partners, partner with you to re-claim your decision making, and ultimately your future.

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How Do You Protect Your Portfolio from a Trump Presidency? By Daniel Kalenov

If Donald Trump’s election victory teaches us anything, it reminds us that there’s nothing less secure than a “sure thing.”

Just ask Hillary Clinton.

But now investors are asking themselves, “How will a Trump presidency impact my portfolio?”

The immediate answer, even before Hillary Clinton had made her concession phone call to The Donald, was pretty scary: Dow futures dropped more than 800 points in the course of an hour or so.

And three days later, the market is at record highs.

What will next year look like?

Let’s look at some facts. Donald Trump is a disruptive force in the political and economic landscape. But that’s not necessarily a bad thing all the time.

America needs more manufacturing jobs. Right now. To make that happen, he’s promised to:

  • lower taxes
  • reduce regulation
  • renegotiate trade agreements

All of these will help to stimulate the business and manufacturing sector as well as incentivize the return of some of those manufacturing jobs that have gone abroad.

There is a downside, however. The following are just a few…

The American economy, especially the stock market, is addicted to the status quo.

Disrupting the status quo always has consequences. Some will be good, others won’t be.

For example, renegotiating trade agreements may result in negative responses from some of our trading partners. American manufacturers may face tariffs abroad. That would negatively impact our manufacturing sector and the buoyant stock market.

Also, near-zero interest rates and loose money “stimulus” policies that the Federal Reserve has followed the past eight years is likely to change. Every time there’s a whisper of an interest rate hike, the market has threatened to crater. The reality is that interest rates must go up will likely rise at some point during the Trump Administration.

These events alone will result in disruptions in the economy and the market. Uncertainty will rise and investor confidence will likely fall.

What should smart investors do to counter these possible, if not likely events?

Do what Donald Trump has done:

  • Invest in tangible, useful assets that provide income streams, tax advantages and tremendous profits.
  • Create and shelter your wealth by acquiring under valued assets at discount prices.
  • Protect your portfolio by repositioning some of it in non-correlated assets.
  • Take control of your wealth rather than relying on forces you have no control over.

Buy real estate.

Let Global Diversified Partner headed by Daniel Kalenov show you how to do so wisely and effectively. At Daniel Kalenov Global Diversified Partners our goal is to be the investment firm of choice for individuals seeking to diversify their portfolios into tangible assets, not just paper ones.

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