An “Ancient Investment Strategy” that has stood the test of time

I do not know if you are aware of it, but according to ancient manuscripts, God gave the Jewish nation an “investment strategy” on how to invest their money, which is still used today and has stood the test of time.

Many people still successfully use this strategy to minimize risk and to general wealth, while ensuring sufficient liquidity during the tough times.

Markets go through cycles and can be extremely volatile at times. There are peaks and troughs, ups and downs. At the best of times, investing can be nerve-racking, and when you add in the current chaos in the world, investing can be viewed as a daunting task.

The Ancient Investment Strategy

The Talmud is the Jewish law code the Rabbi recorded many years ago. This book of Rabbinic law includes a philosophy on how to manage one’s money effectively.

To this day, many successful people use this wealth-building strategy with good protection built in.

I did some research and found that Jewish Rabbis recorded an ancient investment strategy in the Talmud, dating back to around 200 B.C., which says…

“Let every man divide his money into three parts and invest…

• a third in land (property),
• a third in business (equities and growth investments), and
• a third let him keep by him in reserve (cash and bonds)”

This is a highly effective cautious-balanced investment strategy that ensures good diversification.

Having a third of your investment portfolio set aside in a diversified basket of growth investments will ensure that you can generate good growth over time. Your growth investments may be volatile over the short term but should generate explosive growth over the long term. 

If you have a third of your investment portfolio diversified in property, you will have a home to live in, an investment in land, and a physical property. 

King Solomon, known as the wisest man in the world in his generation gave us the following advice, “Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land.” (Ecclesiastes 11:2)      

In other words, diversify. Don’t keep all your eggs in one basket. Spread your investment across regions, companies, and assets.

And to add, the average lower-risk Cautious Managed Fund also has a diversified asset spread of around a third global and two-thirds in local assets with a three-way spread between…

• Equities and commodities
• Cash instruments
• Bond instruments

Cautious Managed Funds have a “defensive first strategy” that helps to insulate the portfolio from extreme volatility. At the same time, these funds aim to generate “real inflation-beating growth” over the medium to longer term. 

“The wise are cautious and avoid danger; fools plunge ahead with reckless confidence.” (Proverbs 14:16)

Why not consider building up a diversified CAUTIOUS INVESTMENT PORTFOLIO that can generate growth over time while ensuring security over the short term? 

Please get some advice on how best to construct your wealth-building plan. And don’t delay. Get started. You can set yourself and your family up for a more fruitful financial future by setting up a long-term, well-diversified, cautious investment strategy.

Above all, invite God to walk your journey with you. He wants to lead and guide you.

“Commit to the Lord whatever you do, and he will establish your plans.” (Proverbs 16:3)