Creating the Trade1027 portfolio

Creating the Trade1027 portfolio

So lets get started creating our first Trade1027 portfolio:

We are going to mix a top down portfolio construction with bottom up stock selection

Trading style = Opportunistic

What’s our asset allocation, to start primarily equities (shares and ETFs)

Benchmarking = MSCI World

Size of portfolio is determined by the number of positions (15 – 20 open trades) and position sizing (2 – 5% per trade)

Anatomy of the trade:

Entry levels, take profit and stop-loss

Time frames

Level of risk

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