[socoolme]

Thank you Vangelis. I gather that the streagties and portfolios are really similar, portfolios are a package of strategies. Theoretically one can pick one (or more) strategy and it would be like a portfolio built on that particular one (or more) straggly. If I got that right, I would also extend then that LI would allow one to pick a portfolio and add another strategy that may not be part of that portfolio and build a combo that one likes or wants to explore.

If you could confirm my understand is correct, that would be great.

[socoolme]

Hello there LI Team,

Backgorund:
I am burnt with buy and hold and haven’t done anything to my 401K and looking at the big drop with the recent couple months. I realized I have to do something differently though it may be too late this time around. I have access to brokerage account under 401k and I believe I can have good flexibility to pick investments that I select. It would be heart breaking to liquidate the holdings and book the losses. I understand it has to be done if I want to find a different direction that will save this pain next time around.

Confusion:
I am new and browsed through some material. I do not get the big picture. At a very basic level would one invest into strategy(ies) and follow whatever changes every month or or one would also have to start with a portfolio and then apply strategies to it. Do strategies have underlying funds or stocks that they are built with or they are just abstract algorithms kind of thing? If they aren’t abstract how could they have returns over year and monthly basis? Is any strategy can be applied to any portfolio or does it only work with its underlying funds?
I see that there are three portfolios and they seem to have some holdings under them. They do have their own performance numbers. Hypothetically If I select one portfolio and one strategy and try to build my investment mix, wouldn’t there be a conflict i.e. the portfolio would have some holdings that are selected and the strategy may have a bunch of other holdings. How would they work together, what would be the holdings in such a mix if that is possible, and how would be the expected performance in that situation?

I am looking for something relatively simple to get started with. I would much prefer if I could pick a strategy or a few and follow them for some time without having to select a portfolio, or just select a portfolio and follow it without adding a strategy. My hope is that then I can see how things work, and actual returns would match the numbers that are recorded and shared here. Without that I believe it will be very difficult to figure out what I built and was it translated accurately to my account and monitor the results and try to match it to the service. I can spend some time on evenings or weekends and get build my understanding.

Also, moderators is it possible to extend a trial of the subscription? I would find it very helpful if that could be done. Thank you very much.

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