Qualified Investors

Your Bellmont Premium Portfolio is a highly personalised and tailored investment solution. In order for us to be able to provide the level of service required for an offering of this nature, it is important that we ensure that your goals and financial situation are such that we are able to work effectively together and help you move towards your financial objectives.

Minimum Investment

The minimum investment for a Bellmont Buy-Write Portfolio is $100,000.

Timeframes

The Bellmont Buy-Write Portfolio is a long term investment that you should not consider if you have an investment horizon of less than 5 years. In the short term, the stock market is inherently volatile, with stock prices being influenced more by investor sentiment than movements in the underlying fundamentals of the business. In the long run however, share prices move broadly in line with the earnings and investment quality of the underlying business. In the words of Ben Graham: “In the short run, the market is a voting machine, but in the long run it is a weighing machine.”

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