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Principles

@principles

Strategia kopiowania aktywów

13 923,01 €

Liczba kopiujących

89

Wyniki Strategii Principles

Pokaż porównanie BTC:
Od
cze 1, 2023
Na
cze 8, 2023
Principles
Bitcoin

Zwroty

Przegląd
Śr. według miesiąca
Zwrot (24 h)
-4,81%
Zwrot (7 D)
-5,34%
Zwrot (1 M)
-6,05%
Zwrot (1 R)
-38,70%
mar 2021
-25.02%
kwi 2021
-28.63%
maj 2021
+53.76%
cze 2021
-0.94%
lip 2021
+18.34%
sie 2021
+60.9%
wrz 2021
-1.62%
paź 2021
+10.42%
lis 2021
+9.84%
gru 2021
+7.44%
sty 2022
-39.63%
lut 2022
+25.2%
mar 2022
+62.31%
kwi 2022
-30.42%
maj 2022
-66.73%
cze 2022
-34.4%
lip 2022
+33.52%
sie 2022
-18.24%
wrz 2022
-7.41%
paź 2022
+4.95%
lis 2022
-34.67%
gru 2022
-12.49%
sty 2023
+54.64%
lut 2023
-2.64%
mar 2023
-2.06%
kwi 2023
+0.05%
maj 2023
-4.87%

Moja inwestycja

Wzięty zysk
0,00 €
0%
Zysk/Strata
0,00 €
0%
Masz:
0,00 €

O tej Strategii

Volatility is the price you pay for performance. In order to outperform in the long term, it is necessary to underperform in the short term.

Status strategii
No rules
Brak reguł
0 aktywnych reguł
Rebalans gotowy
Status rebalansowania
100%

Opłaty w ramach tej Strategii

(ustawione przez Stratega)
Opłata za zarządzanie
Opłata za kopiowanie (Rocznie)
1,00%
Opłata startowa
Opłata za wyniki (Weekly )
20,00%
Koszt sprzedażyKoszt sprzedaży (za transakcję)0,50%

Zmiany w strukturze

Ostatnia zmiana struktury
9 lut 2023, 20:32:25
Liczba zmian struktury w ciągu ostatnich 30 dni
0
Wydajność
1D
7D
1M
3M
6M
1Y
All
Zwrot
-4,72%
-5,25%
-5,96%
-6,29%
+18,08%
-38,64%
-52,72%
Zmienność
N/A
3,19%
2,16%
3,00%
3,24%
4,46%
6,36%
Maks. wypłata
N/A
-8,71%
-7,94%
-22,27%
-26,55%
-60,03%
-91,19%
Principles
17 maj, 2023

The worst 10% performing strategies are more diversified than the top 10%. This goes against the notion that diversification is always better, it is not, as famous investors like Warren Buffett and Charlie Munger have pointed out.


Here are some of Charlie's quotes on diversification:

  • “The idea of excessive diversification is madness.” Charlie Munger
  • “A lot of people think if they have 100 stocks they’re investing more professionally than they are if they have four or five. I regard this as insanity. Absolute insanity.” 
  • “I’m way more comfortable owning two or three stocks which I think I know something about and where I think I have an advantage.” 


It is so nice to back up the claims of famous investors with raw data, don't you think?

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Liczba osób, które to lubią: 6

That's right you can take a look at: ◇ S&P500 Top 50 ◇ S&P500 ◇ S&P Total Market Index

On the mathematical side The number of assets in any portfolio should not be less than 30 in order to reduce the risk of the weighted portfolio and create meaningful statistical significance, and the risks are close to the risks of the total market.

But there are some investors who like to choose a smaller number of assets to increase the return and risk, but they must be blue chips, that is, assets of very large cap, in order to benefit from the market cap bias.

As you know, it is difficult for large companies to fall except in the events of the black swan, and other assets will automatically replace them, but if you deal with the market cap according to set theory, nothing is important.

Anyway, I'm invested in the US market only in the 4 largest companies [Apple - Microsoft - Google - Amazon] with a gold to take advantage of the correlation with the stock market and crypto market

This is considered a safe investment in the long term for me, even with the lack of diversification, because diversification is measured not only in one market, such as only stocks or crypto, but in several markets, even if you own a small number of assets in each market. All that matters is that you trust the investment Confidence only comes from back-testing the investment methodology and always following the same rules Passive portfolios are more reliable and objective in the long run.

Gold - Stocks - Crypto - Bonds - Real Estate ..etc

This is the main diversification in my opinion.

Good luck

Principles
17 maj, 2023

Once a year we performa an exhaustive analysis of Iconomi Strategies to see what works and what doesn't. This year once again the main finding was that passive strategies outperform active strategies with very few exceptions.


Data: https://docs.google.com/spreadsheets/d/1xRXUECiimKBqGrqHrKd46bVt8X6v8KGwK2hNSZTuDiY/edit?usp=sharing

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Liczba osób, które to lubią: 5

Thank you for sharing this file ❤️ You can set an additional criterion, which is the coefficient of difference, to evaluate the risks, if you like 😊

Principles
11 maj, 2023

Last time I posted this chart was in August 2022. At that time $SOL had the highest rate of transactions growth. Now Arbitrum took the #1 spot. Bullish on $ETH

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Liczba osób, które to lubią: 3
Principles
9 lut, 2023

The expected dump arrived, buying back at a discount with our 30% USDT holdings

Liczba osób, które to lubią: 2
Principles
25 sty, 2023

Buying back $SOL at 10% discount since we cashed out.

Liczba osób, które to lubią: 4