JB Global Premium Portfolio Service (PPS) is specifically tailored to high net worth individuals who desire high growth potential from their investments. JB Global PPS is also designed for investors who have worked hard to accumulate their wealth and therefore also desire low risk.

JB Global PPS involves a focused investment philosophy similar to that adopted by Warren Buffett.  By adopting a focused investment philosophy you have the potential to significantly outperform the market. 

Through the purchase of insurance (Put Option) the risk of adopting such a concentrated investment is significanly reduced.

When combining your JB Global PPS with a JB Global Margin Loan, you have the potential to obtain gearing levels of up to 100%. By adding borrowed funds to your own, you may find it possible to reach your investment objectives faster or achieve higher goals than you could otherwise aspire to – the more money working for you, the greater the potential return. 

To ensure performance is maximised, JB Global Premium Portfolio Service adopts a focused investment philosophy similar to the proven strategy implemented by Warren Buffett. This gives you the potential to achieve high returns.

Through the purchase of a Put Option, the majority of your investment capital can be protected from a decrease in value. This protection can significantly limit your loss if your portfolio falls, whilst you still enjoy 100% of the upside profit potential when the market rises.

JB Global believes ongoing full service investment advice involves more than the attention of one single adviser. JB Global Premium Portfolio Service involves tailored advice from your personal adviser combined with a team of professional Investment Managers who are looking for opportunities to ensure your returns are maximised.

We customise your investment portfolio based on your individual financial circumstances, financial needs and investment goals. You maintain control, ownership and transparency throughout the life of your investments. Investments can be made in individual names, joint names, superannuation funds, company or trusts.

Up to 100% leverage of the protected value of your investment can be obtained. When borrowing money to invest there is the additional risk of funding the ongoing interest expense. Gearing levels can be adjusted to suit your individual circumstances and can be modified over time.

LIQUID & FLEXIBLE

Investment can be easily increased or decreased. Existing share holdings can be incorporated into the JB Global Premium portfolio Service. You can protect or release your equity for diversification benefits.

Initially Peter and Ann were not comfortable investing in the sharemarket as they thought the risk was too great. However by using insurance through a Put Option, Peter and Ann realised that the total risk of making a sharemarket investment was significantly reduced.

Westpac (WBC) 1st September 2005

Purchased 10,000 shares at $19.50                                                                   ($195,000)

Purchased 10 WBC Put Options expiring in June 2006 with a strike price of $19.50 ($11,500)

Total Dividend Received throughout the protection period                                         $14,440

Whilst risk has been significantly reduced, Peter and Ann receive all of the upside capital growth potential if the Westpac share price increases above $19.50.

The returns that Peter and Ann can achieve are shown below.

Westpac Pay Off Diagram

Prior to the expiry of the Put Option, the Westpac share price traded at $25.00.

At $25.00 per share, Peter and Ann’s share portfolio gain was $55,000.

Throughout the protected period the total dividend received including franking credits was $14,440. This is $2,940 greater than the Put Option expense.

To download a Premium Portfolio Brochure click here

For further information on the JB Global Premium Portfolio Service please contact a JB Global Investment Adviser.

Investment Risks

• The premium paid for the Put Option.
• When borrowing to invest there is the additional risk of funding the ongoing interest expense.
• Corporate actions – some corporate actions may result in an adjustment to the specifications of your Put Option contract. This may in turn affect the protected value of your portfolio.

Please consult a JB Global investment adviser to discuss how these risks apply to your personal investment circumstances.