Strategy Book Explained: Beat the S&P 500 (hedged) + Auto Trade via Interactive Brokers or Tradier

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Step 1: Be a member of my Portfolio123.com Group

It is free for Portfolio123.com Subscribers.

https://www.portfolio123.com/app/group/317

Get a trial of P123 here: https://www.portfolio123.com/index.jsp?apc=judgetrade

2. Strategy Books Explained: Beat the S&P 500 (hedged)

Link to the Simulated Strategy Book: https://www.portfolio123.com/port_summary.jsp?portid=1814216

Link to the Live Strategy Book: https://www.portfolio123.com/port_summary.jsp?portid=1854426

OOS about October 2024:

Unhedged Version:

Link to the Simulated Strategy Book: https://www.portfolio123.com/port_summary.jsp?portid=1854360

Link to the Live Strategy Book: https://www.portfolio123.com/port_summary.jsp?portid=1854362

3. Assets

All strategies have longer term out of sample live trading, Buffett for example since 2013 (see green bar!)

OOS Nasdaq 100 01/15/2024 and S&P 500 about 03/11/2024. Russel 3000 since about October 2024.

4. Macro Assumptions

1. 25% Position: Gold is not only a very, very good diversifier but will have a positive expectancy the next 5 -10 years (too much money printing of Central Banks, we live in a mild “Financial Repression”).

2. 5% Position: Bitcoin —> same pitch as Gold, smaller Position because of higher volatility

3. Russel 2000 is the worst index in the US and therefore a good short (as a hedge!), a lot of companies in the index that cannot even earn their interests on their debt.

4. The Strategy book harvests “Cross Factor Mean Reversion”, e.g. the idea is that we balance quality, low volatility and growth in the strategy book. When growth is weak, quality and low volatility and the gold exposure “kick in”. When growth is strong, quality and low volatility and gold lag, but do not kill the performance of the strategy book. The strategy book sells into strength (FOMO) and buys into weakness (underestimation of for example growth or quality).

5. Strategy Descriptions

Link to Strategy below: https://www.portfolio123.com/app/r2g/summary?id=1757039

Link to Strategy below: https://www.portfolio123.com/app/r2g/summary?id=1765750

Link to Strategy below: https://www.portfolio123.com/port_summary.jsp?portid=1812296

Link to Strategy below: https://www.portfolio123.com/app/r2g/summary?id=1039193

6. Auto Trade

Here is a video on how to “auto trade” the live book via a trade connection between Portfolio123.com and Interactive Brokers or Tradier:

Please book a zoom call here, if you like: https://calendly.com/portfolio123meeting

All the best and best regards.

Andreas