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Hagerty German Collectibles
Hagerty US Muscle Cars Collectibles
Hagerty British Cars Collectibles
Hagerty Ferrari Collectibles
Hagerty Blue Chips
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Balanced Portfolio 40%Bonds /60%Equity
Balanced Portfolio 40%Bonds /60%Equity + 15% Hagerty BlueChip
Balanced Portfolio 50%Bonds /50%Equity
Balanced Portfolio 50%Bonds /50%Equity +
15% HFRI
Balanced Portfolio 50%Bonds /60%Equity + 15% Hagerty BlueChip
Ann. Vol. 7.31% 6.14% 8.26% 7.62% 6.93%
Ann. Return 4.09% 4.69% 4.49% 4.03% 5.06%
Sharpe 0.56 0.76 0.54 0.53 0.73
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MSCI Hedged World USD Index (LHS)
Global Aggregate (LHS)
HFRI (LHS)
Hagerty Blue Chip (RHS)
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Balanced Pfo 40%B/60%E
Balanced Pfo 40%B/60%E + 15% Hagerty BlueChip
Balanced Pfo 50%B/50%E
Balanced Pfo 50%B/50%E + 15% Hagerty BlueChip
Balanced Pfo 50%B/50%E + 15% HFRI
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300.0MSCI Hedged World USD Index
Global Aggregate
HFRI
Hagerty Blue Chip
Honoris Cars Index
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