Charlivia Group invests across a number of asset classes which are summarised here, along with typical/historical asset weighting (excluding cash).
Australian Real Estate - ~75% AUM
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Charlivia Group seeks out high yield, older build properties that provide impressive income, with studied potential for capital gains. In 2025, focus areas are Melbourne, Victoria, and the Central Queensland coast.
Global Equities and Options - ~20% AUM
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A simplistic approach to equities holdings - seeking value in broad indices such as the SPY, VHY and IZZ ETF's. The Buffett Indicator and Shiller P/E ratio are used as a guide to trim or increase holdings, leading to a return designed to outperform the S&P 500. The smaller options arm is a covered arbitrage type operation used for income generation.
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Business Operations - ~5% AUM​
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A small component of the company involves Triple Double Records - a passive music royalty business covering approximately 100 songs by 8 artists - and Tesfleet - a luxury vehicle leasing business.
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