eToro-ing Strategies: Part 3 - Backtested Results

For those of you who prefer videos, i have done a series on my YouTube channel here (insert

Link

)

This is not supposed to be detailed instructional into All-Weather, it is too complex for me to describe here and my YouTube videos but i hope it is general enough for my copiers so you do not need a finance degree to understand.

I will probably do a Udemy course to describe the methods in more details, but this is a general overview.

Past results are by no means a reflection of future returns.

But......

i believe in the spirit of the system and human behaviour, the results below are from my back-tested results.

Testing Results

The extreme returns are a result of exposure to real estate in the US, so the gain in 2010 and low returns in 2009 are unlikely to repeat. The loss in 2005 is just an organic under-performance of the system and was partially due to it only being restricted to half a year.

These results are also restricted by the number of years in which the instruments had data.

In view of this, i am reducing the exposure to the Real Estate ETF as well as reducing exposure to the SP500 due to my long term view of this market.

My value add

With the information you have here, you can use this system? Absolutely. If/when i come up with the Udemy course, this will be even more so.

My only value add is

1) i have a macro view of the market,

2) i manage the technical aspect,

3) i understand this portfolio as best i can and

4) that i rebalance this portfolio every quarter. These are elements you can do yourself if you feel up for it!

I hope my intentions are clear and that this portfolio is something that you can add to your investing journey. If not thanks for taking the time to read this and hope you have learnt something!

eToro AUS Capital Limited AFSL 491139. eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk. 

This is for information purposes only as Zechariah Zheng, or any associated parties with the author of the website, is not registered as a securities broker-dealer or an investment adviser. No information herein is intended as securities brokerage, investment, tax, accounting or legal advice, as an offer or solicitation of an offer to sell or buy, or as an endorsement, recommendation or sponsorship of any company, security or fund. 

Zechariah Zheng, or any associated parties with the author of the website, cannot and does not assess, verify or guarantee the adequacy, accuracy or completeness of any information, the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The reader bears responsibility for his/her own investment research and decisions, should seek the advice of a qualified securities professional before making any investment, and investigate and fully understand any and all risks before investing.

Zechariah Zheng, or any associated parties with the author of the website, in no way warrants the solvency, financial condition, or investment advisability of any of the securities mentioned in communications or websites. In addition, Zechariah Zheng, or any associated parties with the author of the website, accepts no liability whatsoever for any direct or consequential loss arising from any use of this information. This information is not intended to be used as the sole basis of any investment decision, nor should it be construed as advice designed to meet the investment needs of any particular investor. Past performance is not necessarily indicative of future returns.