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  • Welcome to Trustia's Documentation
  • Systematic Investing
    • Introduction
    • Guide to launch your strategy
      • Requirements
      • Step 1 - Strategy Configuration
        • Weighting Selection
          • Strategy Selection
          • Minimum and Maximum Allocation Selection
          • Additional Parameters selection
        • Ocurence rebalancement Selection
        • Capital Protection Configuration
          • Enable Capital Protection
          • Floor Percentage Configuration
          • Multiplier configuration
        • Exchange configuration
          • Exchange API Key
          • Invested Amount
        • AI Asset Selector
          • Asset Pool Size
          • Include / Exclude Categories
        • Validate the configuration
      • Step 2 - Assets selection
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          • Portfolio vs Components
          • Ratios Analysis
          • Efficiency Frontier
          • Historical Volatility
          • Values at Risk
          • Covariance Matrix
          • Correlation Matrix
        • Launch your Strategy
    • Features
      • Innovative Weighting Strategies: A Customized Approach
      • Dynamic Asset Allocation
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      • Backtesting
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  • Determining the Size of Your Asset Pool for Strategic Precision
  • Choosing Your Asset Pool Size
  • Setting Your Asset Pool Size

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  1. Systematic Investing
  2. Guide to launch your strategy
  3. Step 1 - Strategy Configuration
  4. AI Asset Selector

Asset Pool Size

Define your strategy's scope by choosing the size of your asset pool, with a maximum limit of 20 assets, to tailor your investment approach precisely.

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Last updated 1 year ago

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Determining the Size of Your Asset Pool for Strategic Precision

The asset pool size is a fundamental aspect of configuring your investment strategy, representing the total number of assets that can be included within your portfolio. This choice is crucial in determining the breadth and diversity of your investment approach, with an upper limit of 20 assets to ensure focused and manageable portfolio management.

Choosing Your Asset Pool Size

When selecting the size of your asset pool, consider the following:

  1. Investment Goals: Your investment objectives should guide the diversity of your asset pool. A broader range of assets might be suitable for those seeking diversified exposure across various sectors and asset classes.

  2. Risk Tolerance: The size of your asset pool also reflects your risk management strategy. A larger pool can offer more diversification, potentially reducing risk, while a smaller pool allows for more concentrated investments in areas you're particularly bullish on.

  3. Management Capacity: Consider your ability to effectively monitor and manage the chosen number of assets. A smaller asset pool might be easier to manage and optimize for those with limited time or resources.

Setting Your Asset Pool Size

  • To set the size of your asset pool, simply select the desired number of assets you wish to include in your strategy, up to the maximum limit of 20. This decision will shape the structure of your portfolio, influencing its performance and how well it aligns with your investment philosophy.

Selecting the size of your asset pool is a critical step in customizing your investment strategy. Whether you aim for wide diversification or a more concentrated portfolio, the chosen number of assets will play a key role in defining your investment journey's success.

Choose the size of your asset pool