Easy-to-manage dynamic portfolio with monthly rotation, rebalancing and market regime contunuous monitoring. Signals will be provided at every first weekend of the new month.
 
Check the performances of this portfolio: here
 
Strategic Diversity: Elevate your Lazy Portfolio or Golden Butterfly with our forward-thinking strategy. designed to stabilize returns and minimize drawdowns Through rigorous quantitative research and momentum tactics, we've crafted a dynamic monthly rotation, ensuring a well-rounded mix of instruments.
 
Stability Through Change: Bid farewell to market uncertainties. Our portfolio adapts every month, strategically shifting between stocks, ETFs on indices, Gold ETFs, long-term and medium-term Bond ETFs, and a touch of Bitcoin. Consistent stability, ever-evolving returns.
 
Risk Mastery: Beyond returns, our focus is on intelligent risk management. Monitoring market regimes using the VIX, we define two states: Risk On and Risk Off. Your portfolio dynamically adjusts to market conditions, optimizing risk management.
 
Adaptive Excellence: Markets evolve, and so does our strategy. With a monthly rotation and adaptive approach, your portfolio stays ahead. It's not just an investment; it's a journey with resilience and growth. Based on the behavious of VIX that is constantly monitored, the Porfolio also has two modalities of working: Risk On and Risk Off. Risk On works as described above. In case of Risk Off the Porfolio exits the Stocks components and increases its position on Gold and buys other less volatile instruments (see pictures in product description).
 
Global Opportunities Unleashed: Capture global prospects with our carefully selected instruments. From the resilience of stock indices to the security of long-term Bonds, our portfolio is a gateway to diverse investment opportunities.
 
Features of this portfolio:
Bring to the next level the power of a Lazy Balanced Portfolio! Every month the Portfolio is composed by a balanced combination of the best performing:
 40% Stocks among its ETF and best performing Companies
30% Bonds among its ETF
27% Gold and other commodities instruments
3% Bitcoin
 
KEY DATA OF THE PORTFOLIO
 
Expected Yearly Return:  15.70% (11.39%*) 
Max Drowdown: 13% (13%*)
Net Profit/ Max DrowDown: 60,8 (30,45*)
Sharpe Ratio: 1,49 (1,01*)
Ulcer Index: -3,40% (-4,25%)
Risk Management: Based on VIX, Resonance Quant Lab will provide an immediate alert in cas of Risk Off status and the actions that has to be done
Portfolio Rotation and Rebalancing: every month (signals will be provided every Weekend of the first Sunday of the month)
Signal Management: on the Friday before the first Sunday of the month you have to disinvest from the previous instruments. On the next Monday of the first month you have to invest on the shared list of instruments
Minimum “entry” capital recommended for this portfolio:€5,000/10,000 (depending on the commission of your broker) + possible Accumulation Plan
 
More info about this Portfolio here: here
 
All values are calculated over the last 15 years (From Jan 2005 to  Dec 2022) 
*net of commissions, slippage and 26% taxes
 
For any additional info do not esitate to contact us at:
info@resonancequantlab.com
 
We can set up a call to better explain this service.