Strategy Selection

Begin your investment journey by selecting the ideal strategy model tailored to your objectives, risk tolerance, and investment time horizon

Choosing Your Optimal Strategy Model

Embark on your investment journey with a crucial first step: selecting the strategy model that perfectly aligns with your financial goals, your appetite for risk, and the duration of your investment horizon. This foundational choice sets the tone for your portfolio's structure and potential success, ensuring that the strategies you employ resonate with your personal investment philosophy and long-term objectives.

Understanding Your Investment Blueprint

  • Identify Your Objectives: Clarify what you aim to achieve with your investments, whether it's wealth accumulation, income generation, or capital preservation.

  • Assess Your Risk Tolerance: Gauge how much risk you are willing and able to accept in pursuit of your investment goals. This will influence the aggressiveness or conservatism of your chosen strategy.

  • Define Your Time Horizon: Consider the length of time you plan to invest, as this will affect your strategy's focus on growth, stability, or liquidity.

Selecting the Strategy Model

Once you have a clear understanding of your investment blueprint, it's time to choose a strategy model that caters to these parameters. Whether you're drawn to aggressive growth strategies, prefer a balanced approach, or lean towards conservative investment models, the right strategy will be pivotal in navigating the markets effectively.

All of our weighting strategies

Quatizes your investment portfolio and promotes diversification, mitigating the influence of any single digital asset.

Learn more about Equal Weighting

This is often referred to as quadratic risk utility. The objective function consists of both the portfolio return and the risk. Thus, minimising the objective relates to minimising the risk and correspondingly maximising the return.

The risk aversion parameter models the level of risk a user is willing to take. A higher value indicates that the investor will prioritize high defense against risk at the expense of lower returns, while a lower value places more emphasis on maximizing returns, disregarding the associated risk.

Learn more about Maximum Return / Minimum Volatility Weighting


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