DASS is a system comprised of many subsystems, built to outperform using ratio analysis, and trend following methods. The findings are fed through sound mathematical models to. determine the current most rational, and therefor optimal, portfolio composition. Below you’ll find a brief overview of all subsystems that together make up DASS. No AI is used.
The TSMS is a trend following system that operates over a medium term time horizon. We use our TSMS to identify the overall consensus/direction of a trend.
DARE
Dominant Asset Ratio Exposure
The DARE system determines which assets are currently out/underperforming other assets, using many components of the other subsystems. It is the the most important subsystem used in the DASS.
Buy and Hold
The DASS strategy is combined with a ‘Buy and Hold’ strategy (Currently ~63% Buy and Hold, and ~33% DASS). This strategy combines exposure to growth, value, commodities, consumer staples, energy, 2% $BTC, dividends, inflation hedges and more. It truly is an ‘all weather’ portfolio.
Discretionary
A small percentage of the portfolio balance (currently ~4%) is allocated to some discretionary positions.
Money moves, and we’ll move along with it. That’s what the DASS has been designed for.
Portfolio Performance Overview:
Since the portfolio’s inception we’ve outperformed $VOO by ~16%, and BTC about 40%. As you can see the portfolio has also outperformed Etoro’s top 5 most copied investors. I’m increadibly pleased by this sheer outperformance, and will absolutely keep on trying my best to maintain it.
