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[PORTFOLIO] Darwinia Investment by LongVision

DarwinIA portfolio up to March-22
DARWINIA-MARCH-22.png
 
Last edited:
The following are results for DarwinIA upto June-22,
Added new condition Rs Min >=7 for 01year lookback for portfolio allocation.
Sl. No.DARWIN01Year allocation >=5Sum of MAX.AllocationTotal Allocation >=11CpRs Min 01year
1​
BMC
5​
592000​
22​
5.9​
8.56​
2​
BOT
5​
350000​
17​
0.8​
8.91​
3​
BSX
7​
1047000​
11​
5.9​
8.28​
4​
DBU
5​
463000​
11​
9.8​
3.76​
5​
IDT
6​
643000​
14​
3.2​
8.27​
6​
JTL
6​
1134000​
16​
6.9​
8.06​
7​
PUL
6​
756000​
21​
4​
8.15​
8​
SGP
7​
675000​
12​
7.5​
3.11​
9​
SYO
6​
838000​
23​
10​
8.99​
10​
TRO
7​
638000​
11​
5.1​
8.99​
11​
TXR
7​
425000​
15​
1​
7.76​
12​
UAE
5​
711000​
15​
1.8​
8.95​
13​
USI
7​
562000​
15​
10​
7.56​
14​
UYZ
5​
250000​
28​
4.1​
8.66​
15​
VRT
5​
554000​
23​
4.6​
8.8​
16​
VVI
5​
407000​
12​
7.1​
8.29​
17​
WGP
5​
1223000​
12​
4.5​
8.36​
18​
YFC
6​
807000​
14​
5.3​
7.78​
19​
ZLV
6​
707000​
11​
10​
6.5​
 
Here is final portfolio for 06 months(July-22 to Dec-22)
Cp>=1.5, BOT, TXR out
Rs Min >=7, DBU, SGP, ZLV out

Here is the final portfolio, only 14 darwins for current allocation
Sl. No.DARWIN01Year allocation >=5Sum of MAX.AllocationTotal Allocation >=11Cp>=1.5Rs Min 01year>=7
1BMC
5​
592000​
22​
5.9​
8.56​
2BSX
7​
1047000​
11​
5.9​
8.28​
3IDT
6​
643000​
14​
3.2​
8.27​
4JTL
6​
1134000​
16​
6.9​
8.06​
5PUL
6​
756000​
21​
4​
8.15​
6SYO
6​
838000​
23​
10​
8.99​
7TRO
7​
638000​
11​
5.1​
8.99​
8UAE
5​
711000​
15​
1.8​
8.95​
9USI
7​
562000​
15​
10​
7.56​
10UYZ
5​
250000​
28​
4.1​
8.66​
11VRT
5​
554000​
23​
4.6​
8.8​
12VVI
5​
407000​
12​
7.1​
8.29​
13WGP
5​
1223000​
12​
4.5​
8.36​
14YFC
6​
807000​
14​
5.3​
7.78​
 
New Portfolio-2 is based on darwinIA with some tweaks in rules. The idea here is to keep nos of invested darwins below<10 with more weightage given to Long track record.

Sl. No.DARWIN01Year allocation >=4Total Allocation >=16Cp>=1.5Rs Min 01year>=7
1​
BAX
4​
16​
6.3​
8.64​
2​
BMC
5​
22​
5.9​
8.56​
3​
JTL
6​
16​
6.9​
8.06​
4​
NSC
4​
19​
5.4​
7.9​
5​
PUL
6​
21​
4​
8.15​
6​
SYO
6​
23​
10​
8.99​
7​
THA
4​
19​
2.2​
7.61​
8​
UYZ
5​
28​
4.1​
8.66​
9​
VRT
5​
23​
4.6​
8.8​
 
what does the backtest of your darwin collection indicate?
This is an experimental live portfolio not backtest result. After the 01-year result is approx. -2.5% down.

Here is my takeaway after 01 years.

1. Two darwin FVG & OOS result was -25% of the invested amount.
2. Other loser darwins loss was less than -10%
3. I think putting SL of 10 to 12% from the entry price can avoid a large loss.
4. Nos of darwins in this portfolio were 20 darwins but now I think this is a big portfolio as Investable darwins are not large enough(maybe after a few years there will be enough investable darwins for a large portfolio).
5. I created a new portfolio with <10 darwins that I already shared in my previous posts.

Regards
 
Here is the final portfolio for 06 months(Jan-23 to Jun-23)
Out-NSC, PUL
In-SUG, USI, YFC, NVL

Allocation of YAX for 01 year added to BAX due to high correlation & same provider.

Here is the final portfolio, 11 darwins for the current allocation
Sl. No.DARWIN01Year allocation >=4Total Allocation >=17Cp>=1.5Rs Min 01year>=6
1BMC
5​
24​
6.5​
9.09​
2SUG
6​
20​
9.2​
6.36​
3SYO
5​
25​
10​
9​
4USI
5​
18​
7.85​
9.6​
5VRT
6​
26​
5.6​
8.54​
6YFC
5​
17​
5.4​
8.17​
7JTL
4​
18​
9.1​
8.31​
8NVL
4​
17​
3.6​
9​
9THA
4​
20​
2.5​
7.43​
10UYZ
4​
30​
5.3​
8.74​
11BAX
9​
17​
7.9​
8.81​
 
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