I operate many accounts across a range of different brokers, and within this are several public accounts on eToro, including my Popular Investor account, ‘InvestusMaximus’. I’ve been a member of eToro since 2014.

Below is an overview of the strategy and asset allocation being used on the InvestusMaximus portfolio which eToro clients are able to copy.

InvestusMaximus

The central goal of this account is to offer a low risk investing experience for eToro clients looking for an investor to include in their Copy Portfolios. I am currently classed as a Champion Level Popular Investor.

I am undertaking a major revamp of the portfolio, moving from an Equity with Hedging approach to more of a Macro Fund approach. This is a positioning move ahead of what I feel will be a very unpredictable 2023 where monetary and fiscal stimulus will lead to dizzying levels of debt growth in the global economy which will cause unpredictable market reactions and gyrations in the forex markets.

By adopting a macro approach I am reducing my focus on equity markets but opening up opportunities to profit from the policies that central banks and major economic powers are undertaking.

The portfolio has a number of elements with the aim of ensuring 3 objectives:

1. There is regular activity and not just buy-and-hold forever.
2. Risk is controlled through diversification (asset class, sector & geographical) and minimal use of leverage.
3. Profits are secured into market strength, ensuring capital is available when markets are weak.

The structure of the portfolio is roughly as follows, although this is subject to change in seeking opportunities and adapting to market dynamics:

The asset allocation proportions set out in this pie-chart are not fixed and will alter as markets ebb and flow.

This portfolio is very different to the generic 60/40 type portfolio that has traditional been advocated for investors to use by investment professionals. That is 60% Equities and 40% Bonds.