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Introducing Our Model Portfolio | 2-year performance betters 5-year MSCI World Islamic Index

I have built a model portfolio for the last 6 years that has produced a 25+% CAGR.

The iShares MSCI World Islamic UCITS ETF has returned -9.37% in 2018 vs our +9.1% for a difference of +18.47% in 2018.  Over a longer period, 5 years, MSCI produced only a cumulative return of 26.38%.  Meaning if you invested $100 at the end of 5 years you would have had $126.38.  In all 2 year periods except one the model portfolio has outperformed the 5-year return of  iShares MSCI World Islamic UCITS ETF - in 2-year our model portfolio has made more than the ETF has in 5-years ! (source: https://www.ishares.com/uk/professional/en/products/251394/ishares-msci-world-islamic-ucits-etf?switchLocale=y&siteEntryPassthrough=true )

Some highlights that are noteworthy
1. The lack of correlation to the market, meaning the portfolio does not move in step with the market.
2. The securities purchased that account for 80% of the portfolio are large businesses.  They provide global diversification and reduced risk
3. We have held several of our top 10 securities for 5+ years, we are not chasing what is on the Wall Street menu



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