How to Construct a Winning Portfolio! 🏆 (Step-by-Step Guide)

[@ericwilber1228]

Great summary of the topic 👌

[@StatOasis]

Glad you liked it

[@GD-bx5pk]

Please Ali can you do a video on how to watch out for and replace a losing strategy in the portfolio

[@StatOasis]

thanks for the suggestion, will add it to post ideas

[@svh02]

Thanks Ali, great video as usual. So, SQX Portfolio Master will help you pick the strategies, but not calculate the position size. Right? Any advise for position sizing based on this?? (video idea!)

[@StatOasis]

My advice is no position sizing. You have to learn to drive before racing

[@javadnasiri8415]

Your expertise is excellent. Thanks for sharing 👌 🙏 👍

[@StatOasis]

My pleasure

[@dariocaicedo7059]

Hola, gracias por tu contenido es muy valioso para los que apenas estamos empezando en este mundo, aunque se me dificulta entenderlo porque no hablo ingles y la traducción no es muy buena, quiero preguntarte con respecto al portafolio si quiero operar en MT4, ejemplo si mi portafolio tiene 4 estatregias tengo que agregarlas una a una en MT4 o este portafolio une las 4 estrategias en una sola, no me queda claro eso. gracias

[@StatOasis]

It is possible to combine code for many strategies but you need to know how to code. If you cant code then add each strategy separately

[@dariocaicedo7059]

@@StatOasis Gracias por tu pronta respuesta, quiero saber cuanto cuesta ingresar a las clases magistrales.

[@StatOasis]

next launch is in 4 weeks, all info will be on the webinar and sales page on launch date. register here to be notified go.statoasis.com/atm

[@konjkavie]

Thank yoy ali perfect Appreciate for your time

[@StatOasis]

My pleasure

[@edwinchan8190]

Thanks for the video. Are you using StrategyQuant Professional or Ultimate. In practice, how would you handle when multiple systems on the same side initiate positions on the same security? Thanks

[@StatOasis]

SQX Pro. Trading strategies built by SQX is done with other platforms, if they are same direction then its very easy, just add all strategies to same chart

[@zvilender247]

Dear Ali, Many thanks for your ongoing efforts. You have a wonderful way of explaining how things work. So thanks again. I have a question. In this video (18:45) you're saying: "once you are happy with the portfolio, then you can take that and trade it each separately". What do you mean by "trade it each separately"? -- Do you mean trading that particular portfolio (assuming there are other portfolios you're trading) as a single unit of trading OR do you mean trading each strategy within that portfolio separately? Which one is it? Thanks.

[@StatOasis]

You are correct in treating each portfolio as a unit. But also what i meant is in practical terms you are trading each strategy separately because the code is separate for each strategy and also the market could be different.

[@zvilender247]

@@StatOasis Dear Ali, thanks for your swift reply. So, do you trade portfolios only, strategies only, or is it a mix of both?

[@StatOasis]

I think you are mixing the idea with the practical aspect.always trade a portfolio. a portfolio is always more than one strategy. Once you have a portfolio and you want to trade it, how would that happen? you have to run the code of each strategy separately, and the results of running all these strategies are combined in a portfolio, just like the back test.

[@zvilender247]

@@StatOasis I see. Thanks. Ali, Two questions (and if you have videos that provide the answers, that would be great): 1. How do you balance your portfolio? 2. Do you trade your portfolio via StrategyQuant? and if so, is the process of taking a portfolio live on SQ, is that process documented, whether in text or in one of your (excellent) videos? Thanks!

[@StatOasis]

SQX can directly trade US stocks/ETFs for Futures/Forex you need to take the strategy to other platforms, MetaTrader, TradeStaion or Multicharts

[@adinan1000]

Hi Ali, For a common investor, what is the maximum number of assets and strategies? Do you think it is necessary to trade assets from different countries? What is your opinion on Bitcoin? Thanks.

[@iameladlevi]

Think you should ask about the minimum not the maximum.

[@StatOasis]

While my video focuses on building portfolios using algorithmic strategies, your question about asset and strategy limits, international trading, and Bitcoin is also very important. For common investors, it’s crucial to diversify without overcomplicating. A practical approach is Tactical Assel Allocation (TAA) portfolios. This robust balance approach helps in managing risk while still leveraging diverse opportunities. Bitcoin can be a part of your portfolio, but it should be approached with caution because it’s highly volatile and speculative, so the only way to have it is to hold it, as it will be very low Ret/DD if you put it in a strategy. Consider it a small part of a diversified portfolio if it aligns with your risk tolerance and investment goals. I hope this helps! Feel free to explore our community for many detailed TAA Portfolios to follow: go.statoasis.com/join