Combining Strategies

Asset Allocation Strategy Mix

Elevate Your Portfolio with Strategy Allocation

Combining strategies takes the existing strategies you have created and mixes them together to create a new strategy. By blending static and dynamic strategies and optimizing allocation based on correlation, investors can unlock new levels of stability and performance in their portfolios.

To optimize Strategy Allocation, it's crucial to consider the correlation between each strategy. By analyzing the correlation of various strategies, investors can strategically allocate resources to minimize risk and maximize returns. This ensures that the portfolio is well-diversified and resilient to market volatility.

Strategy Mix - Static Strategy Allocation

Strategy Mix (Static Strategy Allocation) involves the meticulous determination and rebalancing of weights within multiple strategies, akin to a traditional static asset allocation approach. This method provides a structured framework for maintaining a consistent investment strategy over time, offering stability and reliability in the face of market fluctuations.

Dynamic Mix - Tactical Strategy Allocation

On the other hand, Dynamic Mix (Tactical Strategy Allocation) adopts a more flexible approach by leveraging dynamic asset allocation functions such as momentum (trend) and risk aversion. This dynamic strategy allows for the selection and operation of multiple strategies at each rebalancing point, enabling investors to capitalize on changing market conditions and seize lucrative opportunities.

Tip: You can hover over each strategy in the list to see its correlation with other strategies.