INVESTMENT PHILOSOPHY
Our portfolio investment philosophy aims for a long term capital appreciation through systematic strategies. By using systematic rules and market data we take emotion out of investing. The key aspects of such investment approach are described below:
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Rules based approach - the strategy is backtested over a period of 20 years using historical data and using the same rules in any market conditions. The strategy is running live since December 2018
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Trend following through diversified and uncorrelated assets - I have identified 10 asset classes which display low correlation between one another and allocate the portfolio weights based on the strength of the trend of each asset
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Dividend re-investment and managing the costs - by reinvesting the dividends and keeping the costs low (by investing in ETFs) we can achieve a compounding growth effect
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Active risk management through Financial Stress Indicators (FSI) - when financial conditions for business to borrow money worsen the portfolio will reduce risk by reducing allocation to equities
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The above building blocks and strategies of the portfolio are described in detail in the Research section
ABOUT ME
I have started my investment journey in 2006, which was a terrible timing as I have lived through the largest financial crisis of our times. This has led me to study finance carefully to try and understand this industry. After 17 years of working experience in financial companies ranging from private banking to insurance, from public to private markets I have gained an understanding of how markets work.
I am passionate about educating people about personal investments, creating and managing investment strategies.
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In my free time I like to read, go skiing and kitesurfing. My recent discovery is combining the latter two - called snowkiting.