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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.
Trend Strength Measuring System
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, by assigning either a +1, or a -1, to any given indicator readings. The average of the combined score gives us the final ’tsms-score’. +1 being a bullish signal, and -1 being a bearish signal.
Dominant Asset Ratio Exposure
The DARE system determines which asset-classes are currently out/underperforming other asset-classes, using a many components of the other subsystems. It is the the most important subsystem used in the DASS. DARE assigns its scores the same way the TSMS does.
The DASS strategy is combined with a ‘Buy and Hold’ strategy (Currently 65% Buy and Hold, and 35% DASS). This strategy combines growth, commodities, consumer staples, energy, 2% $BTC*, dividends, inflation hedges and more. It truly is an ‘all weather’ portfolio. *Please note that the 2% $BTC position will be closed when the CRYPTO-TSMS is in a bearish state.
Our MSTR strategy uses components of both the TSMS, and DARE systems to expose us to MSTRs large swings in price. The maximum allocation to $MSTR cannot exeed 2% of the entire portfolio balance. This is part of the DASS part of the portfolio.
Right now, valuation and improvements on the overall portfolio composition is the main focus, we’re certain there’s still much to gain regarding the ‘safer’ positions of the buy and hold strategy. We’re testing whether we can allocate about 10% of the portfolio to a strategy where we combine the buy and hold strategy, using parts of both the TSMS, and DARE subsystems. We hope this will allow us to allocate more to outperforming hedges, thereby enhancing the DASSs overall performance during bearmarkets.
Ultra Short Term Asset Valuation
The USTAV is a valuation indicator that operates over the very short term. It is currently still being tested. We fear it is too ‘fast’ to be useful in any system.
Medium Term Asset Valuation
Like the USTAV, the MTAV is a valuation indicator. It, howerver, operating between ~5-10 times ‘slower’ than its sibling, has proven useful. It isn’t yet being used in any way by the DASS, but we are running it to collect data. Expect weekly updates and readings on our X, and in our Etoro posts.
Cash Allocation System
We’re designing the CAS to help us better allocate our cash. We’re often stuck at a ~5-10% cash ballance, and we’re certain this capital can be put to a better use (for example buying UUP when the DXY-TSMS = LONG). Testing is underway as we speak.
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