Lider Portfolio

Imagine a fund operating with 20 portfolios of systems like this one. I have the tools to create 20 portfolios of this magnitude. If you are a retail investor, my advice is to look for an investment fund that applies this methodology. And if you are an investment fund, don’t think twice, just do it.

SINCE 2001

equity curve

CHART 1. EQUITY CURVE PORTFOLIO $ 01/01/2001-01/31/2024

drawdown chart

CHART 2. MAX DRAWDOWN $ 01/01/2001-01/31/2024

dispersion chart

CHART 3. DAILY DISPERSION $ 01/01/2001-01/31/2024

Imagine a fund operating with 20 portfolios of systems like this one. I have the tools to create 20 portfolios of this magnitude. If you are a retail investor, my advice is to look for an investment fund that applies this methodology. And if you are an investment fund, don’t think twice, just do it.

The presented percentage reflects a calculated estimation of the relative weight of each asset within the investment portfolio. It is important to emphasize that these percentages do not necessarily indicate the assets that have generated the highest returns. Conclusively, it should be noted that, in terms of performance in system-based operations in recent years, the NASDAQ has proven to be the most outstanding asset.

asset allocation

CHART 4. ASSET ALLOCATION

¿What would have been the outcome if we had started implementing this strategy in 2017?

chart trading
chart trading
chart trading

* Past performance does not guarantee future returns. Before beginning the management of a portfolio of systems, it is essential to conduct an independent and detailed assessment of the financial calculations. It is important to bear in mind that the capital required for the systems may fluctuate based on changes in the market price and the volatility of the asset. A deep understanding of these factors is crucial for effective risk management and informed decision-making

The portfolio of systems we have developed should not be interpreted as an investment recommendation. It merely represents an illustrative model of how the tools and analysis from Lider Insights can be applied to configure a personalized portfolio. It is crucial to emphasize the importance of selecting systems that have undergone thorough audits over time, even if this means accepting a higher drawdown.

At the end of the year, we will analyze the portfolio and aim to maintain the same number of units while increasing their variety to further diversify. Let’s remember that we are looking for systems that have performed well for at least four years.

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