MonsfortCrypto

MonsfortCapital
MonsfortCapital
  • +7.4 %
    since 2019-05-27
  • +3.6 %
    1 Year
  • +5.6 %
    Ø-Performance per year
All fees have already been deducted
  • -57.1 %
    Maximum loss (to date)
  • -
    Risk factor
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Trading Idea

MonsfortCrypto aims at giving investors an exposure to crypto assets, while at the same time trying to limit the volatility inherent in this new investment class. It will be tried to achieve this by allocating roughly 70% to cryptocurrencies and 30% to a small number of more traditional holdings.

CRYPTO segment:
It will be tried to have between around 10 to 70% of the wikifolio allocated to cryptocurrencies at all times. This means, that a certain degree of market timing will be attempted and, in turn, that there might be times, when the crypto segment will not be fully invested up to 70%. The positions themselves will be subject to the range of crypto investment vehicles available on wikifolio.com and and can be modelled (but do not have to be) as an approximation of the general crytocurrency market distribution.

BACKBONE segment:
This segment is planned to consist of 3 roughly equally-weighted portions. The first should target physical gold investments, usually by using ETCs and similar investment vehicles. The second should have approximately equal amounts exposed to physical silver and to commodities. The third part is projected to comprise the wikifolio´s general (fiat) cash position and an exposure to stocks. These should be allowed to be held as single stock positions, funds, or ETFs. Also, mixed-asset funds could be used to some extent, thus allowing for a certain inclusion of bonds. Generally, these stock positions are planned to revolve around the themes of digital technology and ecological/ethical investments.

Trading can be done at all times, but should be oriented at roughly maintaining the 70/30 distribution. In the most reduced possible allocation, the crypto segment should hold about 10% in crypto assets and the backbone segment
roughly 10% in physical gold. The wikifolio is planned to work with a mid- to long-term horizon. Research will be done using generally available sources. show more
Master data
Symbol
WFMONCRYPT
Date created
2019-05-27
Index level
High watermark
119.3

Rules

wikifolio labels

Investment Universe

Trader

Markus Kalter
Registered since 2015-02-04

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis

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