Hello Adam,
Question, I am already breaking 3 years my head on a multi asset portfolio.
Using AIM-HI with Vealies, its done. We have only 1 cash balance, that's causing me headaches.
I started with when cash balance is greater than 20% increase the PC with the excess amount, but that did not work out, because it could generate a buy order, so buy HIGH not buy LOW.
Then I thought I siphon the excess amount into my bank account, and don't increase the PC. But that's also a showstopper. I went up transfering it back from my bankaccount. Duh!!!
Then I found Vealies, that's it!!! My problem was solved as if that was the final piece of the puzzle. It felt great when I saw it in action. Sometimes, 2-3 times a sell was delayed, means more profit, and the half of PC increase, was in reality portfolio growth. But no cash burned.
So how can one integrate multiple assets into 1 portfolio? Using one portfolio control? That would mean the introduction of a constant ratio plan.
I think there is always a cullprit. It balances out, not intentionally.
If your setup would be:
PC = 100 with 5 assets you could come up with 20% each as Asset PC.
You increase PC the other assets would also increase 20%. That's a nogo.
That would not change if you would choose 60-20-5-5-10.
So, the only way forward imo is have an own PC for each asset.
But then we are back, we only have 1 cash balance. You could set cash at 100% and divide it by 5 assets. So each has 20%. This means, every time take the cash balance and divide it by 5. But that still has a cash burn coming with it that you don't want. It breaks AIM.
I am sure, you all have thought these thoughts. And the outcome is very simple... just cherry pick... we are humans after all.
Only a machine or program would get stuck with a multi asset portfolio.
AI
