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The Promising Portfolio
The Promising Portfolio: A new generation of balanced diversification

The Promising Portfolio: A New Generation of Balanced Diversification
Investment is a long journey that requires a clear compass and a smart allocation that balances risks and opportunities. The Promising Portfolio is our latest investment product that guarantees this balance for you. The Promising Portfolio offers you the opportunity to invest in a distinctive mix of assets, enabling you to access active investment opportunities in local stock markets and the underlying strength of US and global stock markets, in addition to including gold and sukuk to limit volatility.
Why is it called "The Promising"?
Because it tells an investment story that opens today's doors and enables you to reap tomorrow's rewards.
- It combines activity in the Saudi market with the stability of the US market.
- It provides a balance between growth-driving stocks and defensive assets that protect you from market fluctuations.
Components:
- 28% Saudi Equities
- 25% US Equities
- 11% Developed Market Equities
- 14% Emerging Market Equities
- 10% Sukuk
- 12% Gold
Expected Returns:
- Expected annual return: 8% to 10%
Historical Performance:
Backtesting - Risks and Annual Returns
The Promising Portfolio has achieved stable performance with an average annual return between 8% and 10%. It benefited from the strength of Saudi and global stocks during periods of growth, while gold and sukuk helped limit volatility during downturns.
The Ideal Investor for the Promising Portfolio:
- Those who value diversification and balance on both local and global levels.
- Those who plan for the long term with confidence and awareness.
Expert Advice:
The Tamra Financial investment team believes that launching the Promising Portfolio is essential to enrich our list of portfolios and introduce a new product with diverse asset allocation that aligns with today's key investment opportunities. This portfolio allows you to seize local opportunities and benefit from their long-term growth.
Should you move your investments to the Promising Portfolio?
Our investment team does not advise liquidating any funds from your current portfolios to invest in the Promising Portfolio. Instead, we encourage you to start injecting new funds into it. Once you switch from one portfolio to another, all assets in the portfolio being transferred from will be sold, and new assets will be purchased, causing you to lose the initial purchase price and buy at today's price. Therefore, our investment team advises anyone wishing to invest in the Promising Portfolio to inject new funds into it without transferring from previous portfolios.
In Conclusion
The Promising Portfolio is the choice for the investor who prefers to combine local strength with global stability. It's a portfolio that reflects present growth and future opportunities. Today's promising markets are tomorrow's success stories, and the best opportunity is to start now and be part of this growth. Start your investment in the Promising Portfolio, and let it be your smart partner in achieving your long-term goals.