This page tracks model client portfolios used to test and refine the Hergemony Capital investment framework. These are demonstration accounts designed to build a transparent track record across different portfolio sizes.
The purpose of these portfolios is to evaluate how the Hergemony Capital framework performs across increasing capital allocations while maintaining the same research, risk and capital allocation process.
| Client | Starting Capital | Status | Objective |
|---|---|---|---|
| Client #1 | $1,000 AUD | Active | Proof of concept |
| Client #2 | $10,000 AUD | Planned | Portfolio validation |
| Client #3 | $100,000 AUD | Future | Institutional framework test |
Starting Capital: $1,000 AUD
Objective: Build an initial public track record and test investment ideas on a small scale.
Starting Capital: $10,000 AUD
Objective: Demonstrate portfolio discipline, risk management and capital allocation across a larger account size.
Starting Capital: $100,000 AUD
Objective: Simulate the structure and decision-making process expected for future high-net-worth and institutional mandates.
Starting Capital: AUD $1,000
The first Hergemony Capital test portfolio designed to build a documented investment track record using the HERMES, HERVE, HERCULES and HERA framework.
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Research, macroeconomics and geopolitical intelligence.
Risk management, volatility and scenario analysis.
Capital allocation, portfolio construction and market implications.
Operations, reporting and portfolio administration.