MONTHLY Asset Allocation
“Which strategies are best?”
“Is it better to invest in bonds, funds or shares?”
“How do you create a well-balanced ETF portfolio?”
"Can I use systematic trading for my medium-long term portfolio?"
These are just some of the questions systematic traders ask themselves. Being able to answer these questions means you’ve already made significant progress in your trading career, but in order to do so you must have a clear idea of “Asset Allocation”.
Asset Allocation is a key concept for any trader. It consists in allocating and distributing your assets in various types of investments to create a sufficiently diversified and well-balanced portfolio.
The aim of asset allocation is to maximize performance, avoiding overexposure in one specific Asset Class and keep risk under control.
This is an essential aspect that should NEVER be overlooked. Without suitable Asset Allocation trading on the markets in a professional way would be impossible.
Asset Allocation: why is it so important?
One of the primary goals of every trader is to diversify investments properly, by creating a portfolio with the right mix of strategies and financial products. It’s essential to avoid overexposure... and maximize portfolio performance without increasing risk!
“Risk” is an innate part of any type of financial investment. Andrea Unger often underlines how all his trading “is based on risk control”.
The job of a good trader is to manage the risk associated with his/her trading systems properly.
That’s why asset allocation is so important; it lets each trader distribute his/her capital in various types of investments – and it’s used along with usual trading activities – creating a portfolio of strategies in line with your own particular proneness and/or aversion to risk.
Asset Allocation allows the trader to:
- Distribute his/her capital in various types of investments
- Diversify his/her portfolio creating a well-balanced mix of strategies and financial products
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Keep risk under control and avoid overexposure in one particular financial sector
The Algoritmica.pro Model
It takes a long time to set up proper Asset Allocation. To do so, in fact, you need to have acquired a level of theoretical knowledge and practical know-how that can’t simply be achieved in a day.
One solution is to use the Asset Allocation model developed by Algoritmica.pro!
Ours is the only model approved by Andrea Unger, the four-time Trading World Champion.
What exactly is it?
Our model combines different types of portfolios offering time-tested reliable and consistent results.
We chose the models favoring simplicity over complexity – as this is the best way to ensure a coherent portfolio behavior in the future in relation to backtesting – and privileging the models that produce the best and most stable results considering risk and not only total performance.
We also believe that the simplicity of strategies and the time it takes to use them in the market are important for every investor. For this reason, portfolio management consists in rebalancing operations that don’t shake the whole portfolio up. These are just minor adjustments that affect the weights of instruments; they are calculated on the last day of each month and are valid throughout the next month.
How can you benefit from our model?
It can help you invest using up-to-date statistical/algorithmic models in an autonomous way outside the traditional financial circuit, which in recent years has clearly proven to be inefficient.
Portfolio composition and performance
The portfolio is made up entirely of passive ETFs, , which – if we look at the figures for a broad range of funds – have proven to be some of the most economically viable and best-performing instruments around. We believe every investor should have the chance to manage their financial resources autonomously, without having to resort to costly intermediaries who, as can be seen by performance in recent years, don’t offer any real advantages compared to a buy&hold strategy.
If we take a closer look at the model, the cumulative profit curve on a monthly basis shows a notably regular performance, especially when compared to the benchmark (SPX).
Note: these results are made WITHOUT using LEVERAGE.
This is the monthly portfolio performance:
While it’s true that the model shows quite limited volatility on a monthly basis, the investor shouldn’t forget that during turbulent market phases the volatility of the portfolio will undoubtedly be higher than end-of-month values. For this reason, we’ll also show you the equity line on a daily basis in detail (which isn’t often shown).
Especially during phases when stock markets suffer a severe drawdown, the model manages limit the portfolio drawdown by dynamically adjusting portfolio weights in favor of safer asset classes such as bonds.
Annual portfolio performance in relation to the benchmark is shown below, and you’ll see there are years when the portfolio makes less profit, but it produces excellent performance when the benchmark is in difficulty.
Last but not least, the historical performance is generally better than the benchmark, both in terms of absolute value and in relation to the volatility of the portfolio itself, especially when we consider parameters such as the Sharpe and Sortino ratios.
It’s also interesting to note the low level of correlation between the portfolio and the stock market:
This Asset Allocation is intended for all those long-term investors who want to dedicate to investing for just a few minutes every month, being certain that their performance will be in line with that of the market and AT A MUCH LOWER RISK.
Compared to the classic approach to trading, the timing of the entry and exit points of the position will be less important, letting the investor add capital (in the form of an accumulation plan for example) or withdraw capital when needed without having to worry too much about the current market climate.
Harmonized and Not-Harmonized ETFs
The harmonised adjective applied to a financial instrument basically means that it complies with current European legislation. They are generally listed on European Stock Exchanges, while non-harmonised ETFs are listed on non-European Stock Exchanges.
NB: Performance Report refers to American ETFs
What will I get from this service?
Monthly Emails to rebalance your portfolio: on the last day of each month you’ll receive the changes you should make to your portfolio as soon as the markets open on the following day
Extras: periodic analyses and multimedia videos with the latest on Asset Allocation
Orders Example
Example of monthly table with instructions to rebalance the portfolio
How to Read Monthly Signals Emails
- You can invest at least $10,000
- You want to manage your capital making minor changes and corrections once a month
-
You want to invest your capital using quantitative models, rather than leave everything in the hands of a Bank consultant
Why Algoritmica.pro?
Per rispondere a questa domanda abbiamo deciso di far parlare chi il servizio lo ha provato e chi sa cosa ci sta dietro. Non parole a vanvera o inutili promesse, ma le opinioni REALI di altri trader che seguendoci hanno davvero cambiato la loro vita.
Algoritmica.pro is the ONLY company certified to use The Unger Method™ to sell stock exchange signals.
AlgoInsider is ideal for people who don’t have time to study markets and want to dedicate just a few minutes a month to apply a scientific method to their trading.
Andrea Unger - The only Four-Time Trading World Champion
NON SI PUO' METTERE QUESTO! <<<<<<<<<<
PETRA ILONA ZACEK - Campionessa del Mondo di Trading 2018
“Consiglio certamente di seguire tutti i programmi di Andrea. ll motivo principale per cui lo dico è perché Andrea è una persona vera e un autentico trader…Avendo vinto i campionati di trading più e più volte, ripetutamente, la sua esperienza è ben comprovata…. Con Andrea fai un vero affare: ha dimostrato di sapere come far uso di tali mercati e puoi davvero avere molto successo con lui.”
STEFANO SERAFINI - Campione del Mondo di Trading 2017
".. Andrea entra molto nel dettaglio e tra l'altro si lascia scappare anche delle cose che arrivano solo dall'esperienza... Io lo raccomanderei a tutti... Nel mondo della finanza purtroppo c'è tanto fumo, c'è tanta gente che si spaccia il miglior trader del mondo, pur non avendo mai dimostrato nulla... Quindi, quello che secondo me va fatto è seguire persone che hanno dimostrato di saper fare, proprio come Andrea Unger."
Cosa aspetti? Iscriviti subito qui sotto!
Asset Allocation Mensile
19,70 euro
al mese
Riceverai MOLTO PIU' DI UN SERVIZIO SEGNALI...
- Email mensili per ribilanciare il tuo portafoglio
- Report settimanali sull'andamento del tuo portafoglio
-
Approfondimenti periodici sul mondo dell'asset allocation
- BLACK FRIDAY BONUS Extra con l'acquisto dell'abbonamento annuale: riceverai anche il Manuale + video corso omaggio "AFFRONTA I MERCATI CON I TRADING SYSTEM"
Passo n°1: Informazioni di Contatto
Nome:
Cognome:
Indirizzo Email:
Numero di Telefono - per il Corriere:
(comincia col prefisso internazionale, +39 per l'Italia...
es. +393331234567)
Passo n°2: Indirizzo di Spedizione
Indirizzo:
C.A.P.:
Città:
Provincia:
Nazione:
Passo n°3: Check out
Offerta Speciale:
La rivista mensile di trading più grande d'Italia
Il Circolo dei Trader include:
-
Rivista mensile cartacea (12 copie) per un anno solare direttamente a casa tua
-
Rivista digitale visibile nella tua area riservata durante l'anno solare
-
Approfondimenti multimediali nella tua area riservata durante l'anno solare
- BONUS OMAGGIO: evento annuale dal vivo per tutti i soci del circolo
-
BONUS OMAGGIO: manuale "AFFRONTA I MERCATI CON I TRADING SISTEM" che ti illustrerà cosa sono (e cosa non sono) i Trading System, pietra miliare del metodo Unger™ con cui tutti i nostri servizi segnali sono stati sviluppati.
[Scelto dal 20% dei nostri Studenti]
Il suo valore è di 228€, tuttavia, e solo in quest'occasione, può essere tuo per soli 167€.
AGGIUNGI il Circolo dei Trader al tuo carrello e riceverai anche il manuale "AFFRONTA I MERCATI CON I TRADING SISTEM".
Offerta Speciale:
La rivista mensile di trading più grande d'Italia
Il Circolo dei Trader include:
-
Rivista mensile cartacea (12 copie) per un anno solare direttamente a casa tua
-
Rivista digitale visibile nella tua area riservata durante l'anno solare
-
Approfondimenti multimediali nella tua area riservata durante l'anno solare
- BONUS OMAGGIO: evento annuale dal vivo per tutti i soci del circolo
-
BONUS OMAGGIO: manuale "AFFRONTA I MERCATI CON I TRADING SISTEM" che ti illustrerà cosa sono (e cosa non sono) i Trading System, pietra miliare del metodo Unger™ con cui tutti i nostri servizi segnali sono stati sviluppati.
[Scelto dal 20% dei nostri Studenti]
Il suo valore è di 228€, tuttavia, e solo in quest'occasione, può essere tuo per soli 167€.
AGGIUNGI il Circolo dei Trader al tuo carrello e riceverai anche il manuale "AFFRONTA I MERCATI CON I TRADING SISTEM".
Offerta Speciale:
La rivista mensile di trading più grande d'Italia
Il Circolo dei Trader include:
-
Rivista mensile cartacea (12 copie) per un anno solare direttamente a casa tua
-
Rivista digitale visibile nella tua area riservata durante l'anno solare
-
Approfondimenti multimediali nella tua area riservata durante l'anno solare
- BONUS OMAGGIO: evento annuale dal vivo per tutti i soci del circolo
-
BONUS OMAGGIO: manuale "AFFRONTA I MERCATI CON I TRADING SISTEM" che ti illustrerà cosa sono (e cosa non sono) i Trading System, pietra miliare del metodo Unger™ con cui tutti i nostri servizi segnali sono stati sviluppati.
[Scelto dal 20% dei nostri Studenti]
Il suo valore è di 228€, tuttavia, e solo in quest'occasione, può essere tuo per soli 167€.
AGGIUNGI il Circolo dei Trader al tuo carrello e riceverai anche il manuale "AFFRONTA I MERCATI CON I TRADING SISTEM".
Offerta Speciale:
La rivista mensile di trading più grande d'Italia
Il Circolo dei Trader include:
-
Rivista mensile cartacea (12 copie) per un anno solare direttamente a casa tua
-
Rivista digitale visibile nella tua area riservata durante l'anno solare
-
Approfondimenti multimediali nella tua area riservata durante l'anno solare
- BONUS OMAGGIO: evento annuale dal vivo per tutti i soci del circolo
-
BONUS OMAGGIO: manuale "AFFRONTA I MERCATI CON I TRADING SISTEM" che ti illustrerà cosa sono (e cosa non sono) i Trading System, pietra miliare del metodo Unger™ con cui tutti i nostri servizi segnali sono stati sviluppati.
[Scelto dal 20% dei nostri Studenti]
Il suo valore è di 228€, tuttavia, e solo in quest'occasione, può essere tuo per soli 167€.
AGGIUNGI il Circolo dei Trader al tuo carrello e riceverai anche il manuale "AFFRONTA I MERCATI CON I TRADING SISTEM".
Frequently Asked Questions
Investing Club Reserved Area:
https://learn.ungeracademy.com/lessons/monthly-asset-allocation/
Q: Where can I find the weight percentages that are always updated with the current portfolio composition?
A: On the first day of each month, you will receive an email containing the updated table. That said, you can also retrieve this information at any time by consulting the dedicated page in the reserved area of the Investing Club (link is found at the beginning of the FAQ)
Q: Should the financial instruments listed in the table be purchased with a specific broker?
A: The tutorials are presented on the Interactive Brokers TWS platform, but you can use any broker that allows you to buy and sell the financial instruments contained in the service
Q: Does the service involve using a stop loss?
A: These are balanced investment models, so exposure on one instrument is offset by the others
Q: When and how should I buy the instruments that make up the portfolio?
A: Purchases and sales must be made on the first day of the month when the markets open. As a type of order, we suggest that you use limit orders and place them in the "middle price range" of the book. For additional information, we invite you to watch the video in the reserved area of the Investing Club (link at the beginning of the FAQ)
Q: Do I need to close all positions and reopen them every month to rebalance the portfolio?
A: No, it is sufficient to verify the number of positions required for a specific instrument (ETF) and act accordingly. If, for example, 10 ETFs are required and you already own 8 you will simply have to buy 2 (buy). It is not necessary to close (sell) the 8 existing positions and open (buy) all the 10 required contracts at the same time
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Past returns are not indicative of future performance.
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