Update: Investment strategies (multi assets)
We offer smart model portfolios for long-term savings, adapted to different risk levels. Our strategies help you spread your risks, reduce fluctuations and at the same time increase the possibility of good returns. Keep in mind that historical returns do not guarantee future results, and our strategies are for inspiration – not personal advice.
By diversifying our exposure to different markets and asset classes, we free ourselves from dependence on the development of the Stockholm Stock Exchange and open the door to opportunities to benefit from larger global trends.
Our investment strategies
We provide both strategic (passive), often called “all-weather portfolio”, and tactical asset allocation. You can follow the development in the Weekly Report.
- Passive all-weather portfolio is a buy-and-hold strategy with fixed holdings, designed to perform well regardless of economic climate or market conditions. The weights are rebalanced semi-annually to maintain balance.
- Active or tactical allocation however, means that the portfolio's allocation is actively and more frequently adjusted by replacing holdings and/or adjusting the weights up or down depending on market conditions.
According to backtesting, all strategies have outperformed the stock market with a higher risk-adjusted return.
Investment strategies
| Name | Universe | Rebalancing | Number of holdings | Description |
| Box Play | Global (funds/ETFs) | Semi-annually | 7 | Passive all-weather portfolio with fixed allocation |
| Power Play* | Global (funds/ETFs) | Semi-annually | 9 | Passive all-weather portfolio with fixed allocation |
| Global Trend | Global (funds/ETFs) | Month | 3 | Active allocation with momentum |
| Global Momentum | Global (funds/ETFs) | Month | 5 | Active allocation with momentum |
| Tactical Diversification | Global (funds/ETFs) | Month | 9 | Active allocation with Ai |
*Power Play has a smaller portion of capital allocated to bitcoin and soft commodities. Bitcoin was added to the backtest in 2021.
Backtest: Jan 2, 2017 to Jan 31, 2025 (without leverage)
| Name | CAGR | Sharpe | Volatility | Max decline | Beta | Correspondence with OMX |
| Box Play | 8.1% | 1.04 | 7.1% | -16.3% | 0.35 | 0.78 |
| Power Play | 11.1% | 1.22 | 8.4% | -17.1% | 0.28 | 0.55 |
| Global Trend | 14.5% | 1.11 | 12.6% | -21.1% | 0.20 | 0.26 |
| Global Momentum | 9.2% | 1.22 | 7.1% | -6.1% | 0.19 | 0,42 |
| Tactical Diversification* | n/a | n/a | n/a | n/a | n/a | n/a |
| MSCI Sweden | 9.9% | 0.56 | 15.8% | -33.0% | 1.00 | 1.00 |
*Tactical Diversification is a strategy based on an AI model. Instead of backtesting, the AI model is trained on historical data and then “played live” on unseen data. Follow the development of Tactical Diversification and all strategies in the Weekly Report published on the blog.
Allocation
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