NEW PORTFOLIOS WITHOUT NAS100, DOW30, MYRS, UIS3

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  • #79600
    bmessas
    Participant

    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

    #79603
    Alexander Horn
    Keymaster

    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

    #79705
    Alexander Horn
    Keymaster

    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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