WHAT WE DO
Investors
WealthDocket Capital’s intellectual property (IP) monetization funding opportunities provide investors with access to deals heretofore available only to Wall Street and other institutional capital.
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We target returns far in excess of those historically provided by conventional investments, and our returns are uncorrelated to those of other classes of investment including stocks, bonds, and real estate. WealthDocket accepts investments from accredited investors, with low minimum investment amounts tailored to each deal. We ask that you diversify your investment in this strategy across several of our deals and would be happy to provide guidance based on your particular circumstances. Schedule a call for more information.
Annualized Return by Investment Type
Past 15 years, before fees and expenses*
*Litigation funding returns data cover 2019 and were provided by Morning Investments; data for all other investment classes covers 15 years
*Returns for other asset classes from: novelinvestor.com/asset-class-returns
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Historically, asset classes offering equity-like (high) returns have been correlated with the stock market generally
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Bonds have been negatively correlated for decades, but provide relatively lower returns
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During periods of high inflation and rising interest rates, stocks and bonds are positively correlated: there is “no place to hide”
Historical Correlation of Various Asset Classes v. S&P 500 January 2011 – December 31, 2021
Correlation is a statistical measure of how two variables move in relation to each other. This measure ranges from -1 to +1, where -1 indicates perfect negative correlation and +1 indicates perfect positive correlation.
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Guggenheim Investments