The Duglen Portfolio

The Duglen Portfolio is a combination of products that are available through Duglen International and it is designed to provide an indication of what these products can do if combined over a period of time.

The Portfolio is not an offer of investment, merely a demonstration of the combined effect of different returns from different products which will give a variety of returns from set percentage gains.

If the forecast gains are less than stated then the overall performance will also be less.

The balance of income and capital gain can also be adjusted at certain times during the life of the portfolio as the investment products have different maturity times and investment targets. (i.e. for income, for capital growth or for a combination of both.)

The overall objective being to give increasing income plus the capital gain over the term of the investment.

In an uncertain working world this could give survival income in times of unemployment or could give a rising income for a pensioner while increasing their core capital.

As an investment the rates of return are subject to market prices and will vary both up and down during time.

The core portfolio uses the numbers based on approximately US$/CAD$50,000 or JPY5,000,000 investment but this can be adjusted to suit the investor pocket and needs.

Other income producing products could be added as and when available.

The Concept

The concept of the Duglen portfolio is to provide a combination of investment products that are not correlated to the mainstream Equity, Bond and Fund returns and risks but will give a growing income and a capital gain.

This portfolio is constructed with alternative products of relatively low risk but with higher returns than would normally be available at this risk level.

It is simple in design and the current portfolio consists of a mix of commercial real estate and plantation forestry products.

Redev is the commercial real estate provider and currently has on offer partnerships in a combined project of two shopping malls in Edmonton Canada.

Touchwood is the forestry plantation provider and currently has on offer three projects .Two are income producing products and the third is a capital gain project.

The term of commitment to the Redev product is 5 years during which time there is an income return based on the rental income of the shopping malls plus the capital gain.

The term of commitment to the Touchwood product is variable

Construction of the Portfolio:-

1 unit from Redev at CAD$25,000. Plus CAD$500 Legal fees...........................

CAD$25,500

20 units of Bamboo at US$5,515.....................................................................

US$5,515

484 units of Jatropha at US$13,000..............................................................

US$13,000

50 units of Agarwood at US$8310.................................................................

US$8,310

This gives a split currency investment of US$26,825 plus CAD$25,000 (In JPY 4,805,311) 1 Candian Dollar= 90 yen and 1 US Dollar=93 yen

The return is by income and capital gain.

While there are no financial guarantees there are certain guarantees of product.

For example the number of trees and plants that are purchased will be the same at the end as at the beginning. The Touchwood company keep a buffer stock growing at another location in order to replace any trees that are damaged or diseased and they guarantee that at harvest the investor gets the full return from the number of trees or plants that have been purchased.

Also the return from each of the Agar trees is guaranteed to give 900gms of resin/oil. The value will depend on the market price at the time.

The purchase of a unit in the Shopping Malls guarantees a percentage ownership of that Mall and the percentage return from rents that that ownership brings.

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