“Markets don’t beat people — people beat people. Their fear, greed, and ego.”
Jesse Livermore
Investments
Aggregate Investments
Aggregate Investments
The portfolio is an aggregate of three different strategies that are designed when run simultaneously to smooth out PnL and Drawdowns
Long Term Fundamental investing, Momentum and Mean Reversion short term systems.
The portfolio has shown ability to capture growth potential while maintaining relative stability.
Portfolio's strength lies in the synergy of three core investment strategies, each designed to perform optimally in different market conditions, creating a balanced approach to growth and risk management
Expected Equity returns
10%-20%
depending on Equity allocation
Typical asset allocations
| Investor |
|---|
| 60% equities |
| 30% bonds |
| 10% cash |
Focus on long term investing in Equities and Bonds with a 20% allocation in Trading Equities
| Trader - Investor |
|---|
| 80% equities |
| 10% bonds |
| 10% cash |
Equal Split on Equities between Investing and Trading with long term focus and employing trading strategies with the aim of smoothing out the Portfolio’s PnL