13 Jul, 2020
We have updated our Advisory Algorithm with the latest market data in terms of prices and volatilities and are rebalancing our Autopilot Kristals accordingly. Rebalancings are taking place at a minimum on a quarterly basis.
Since it’s inception on 13. April, the Autopilot Secure Kristal has delivered a return of 9.62% in absolute terms, a very respectable result for a conservative portfolio.
Our algorithm is shifting towards a slightly higher allocation in Fixed income (from 56% to 73%) which is due to the recent side-ways trend in Stocks over the past month at stubbornly high volatility, which favors on a risk adjusted basis the Fixed Income sector. Within the equity allocation, the position shifts into a pure technology focused mix of Vanguard Information Technology and Blackrock Technology ETF, therefore showing slightly higher growth driven returns at an overall smaller allocation
2 Nov, 2020
This quarter saw a reduction of the Fixed Income allocation to 58% from around 70%, with the 12% difference being allocated to the Blackrock Gold ETF. The equity allocation remained stable at 27%, but the sector components shifted from the technology focused ETFs towards the Vanguard Consumer Discretionary ETF and the Blackrock USA Momentum Factor ETF.