CavaliereVerde
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2025 is still young but I have a nice +13% on L1Y.
2024 was closed with +8.8%.
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[HOWTOINVEST] Your approach as a Darwinex Investor
- Thread starter DeLorenzoFund
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2024 was closed with +8.8%.
DeLorenzoFund
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Great start of the year! I'm in the negative so far but hopefully we get some nice setups soon 🙂
All we can do at the end is diversify and stick to our strategies.
DeLorenzoFund
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I did some updates to my overall portfolio asset allocation. Combining long-term investing with my trading strategies to increase diversification and possibly improve performance over the long run.
Below is a chart showing the current distribution and the Darwins associated with the specific strategies.
This year has been hard on all of those strategies and the correlation has been close, most assets have struggled for the past few months but that's the market and periods like this do occur.
Below is a chart showing the current distribution and the Darwins associated with the specific strategies.
This year has been hard on all of those strategies and the correlation has been close, most assets have struggled for the past few months but that's the market and periods like this do occur.
DeLorenzoFund
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I wanted to update this post since I've been adding a few new strategies to the portfolio this year and currently testing another one. This is the updated composition of my overall portfolio this year, there will be some minor allocations changes next year but the strategies remain the same. Below is the updated pie chart along with a detailed description of each approach. Those are all strategies part of my main portfolio, I run a few of the same strategies on Darwinex but some of them cannot be replicated due to assets not being available.
This is the list of the strategies that I currently run on my portfolio as well as on Darwinex.
Index Trend: BVK
Index Mean-Reversion: 50% of FZH
FX Carry: 50% of FZH
Sector Trend: CQL
Long-Short Equity: DXH
This is all part of my Long-Term '' Retirement'' Portfolio, I do not withdraw out of it but only deposit, rebalancing it every year, Those allocations are not static for the life of the portfolio, they will gradually shift towards more of a conservative stance as I near retirement, following a Life-Cycle Investing approach similar to target-date funds, meant to grow capital aggressively in the early stages and gradually shift towards a more conservative allocation to preserve capital at later stages.
I track the performance of the overall portfolio as well as each individual strategy, updating the performance on a weekly basis on a portfolio tracking spreadsheet.
This is the list of the strategies that I currently run on my portfolio as well as on Darwinex.
Index Trend: BVK
Index Mean-Reversion: 50% of FZH
FX Carry: 50% of FZH
Sector Trend: CQL
Long-Short Equity: DXH
This is all part of my Long-Term '' Retirement'' Portfolio, I do not withdraw out of it but only deposit, rebalancing it every year, Those allocations are not static for the life of the portfolio, they will gradually shift towards more of a conservative stance as I near retirement, following a Life-Cycle Investing approach similar to target-date funds, meant to grow capital aggressively in the early stages and gradually shift towards a more conservative allocation to preserve capital at later stages.
I track the performance of the overall portfolio as well as each individual strategy, updating the performance on a weekly basis on a portfolio tracking spreadsheet.
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