NEW PORTFOLIOS WITHOUT NAS100, DOW30, MYRS, UIS3

[bmessas]

Hello Alexandre,

I just red your new blog regarding all the new portoflios without MYRS and UIS3.
I was trading myself the aggressive portfolio and the Maxvol15 until now. I had no issue shorting VXZ or leverage my position more than 100%. In that case, would you still recommend to use your new portfolios. I am little concerned as the Max DD looks higher for most of them and I was quite happy with the old allocation. your feedback would be welcome.

Thanks,
Benjamin

[Alex @ Logical Invest]

Hi Benjamin,

I’d suggest you try our Portfolio Optimizer to find a personalized portfolio which suits your risk/return preference. It will give you a list of options depending on the input variables you set, and you can then review the metrics, and the equity curves by clicking on the “magnifying glasses”.

This is also a good exercise to get comfortable with the different strategies, understand how they work, and which are better suited for you.

See the screenshot below where I input the strategies which made up the old Aggressive Portfolio, you can see that you can achieve very similar setups, but with much more flexibility.

Best,
Alex

[Alex @ Logical Invest]

Here also the allocations of the previous portfolio versions at the strategy level:

Conservative:
BUG: 24
NAS100: 40
DOW30: 36

Moderate:
NAS100: 50
USMarket: 10
DOW30: 40

Aggressive:
NAS100: 55
UISx3: 15
DOW30: 30

If you click on the “pencil” icon of any portfolio you can update the strategies and %’s and save as your custom portfolio. Or use the Portfolio Optimizer to see several variations and pick your preferred one based on risk/return or other preferences.

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