The Solas M Series – Starter is a multi strategy, multi sector, multi instrument portfolio construction. The portfolio trades both long and short with a view to giving you a broad diversification across various sectors using multiple systematic trading strategies in order to maximise potential returns, while reducing your down side risk.

Multi Strategy

There are 2 core strategies within the Model Portfolio.

Trend Following

• This is a Trend Following strategy which generates buy and sell signals based on daily price action breaking out of statistically significant support and resistance levels. This strategy contains 6 Etf & 1 Forex instruments within the portfolio. The strategy has a somewhat long bias, but will selectively trade to the short side.

Swing Trading

• This is a Mean Reversion strategy which generates buy and sell signals based on a pullback in daily price action in the direction on the dominant trend. This strategy contains 3 instruments in this portfolio, trading both long and short.

Multi Instrument

The portfolio comprises of multi instruments across all of the main sectors:

• 7 instruments tracking the Solas Trend Finder model
• 3 instruments tracking the Solas Swing Trading model

Portfolio Performance Assumptions

• Initial Capital $25,000
• Risk per Trade 0.50% ($125 per trade)

This portfolio is based off initial capital of $25,000 with a max risk per trade of 0.5% (i.e. $125). This risk level can and should be increased/decreased in line with your own risk profile.

Portfolio Details

Equity Curve

The following is a graphic of the equity curve performance on a trade close to trade close basis.   The Green equity curve illustrates the net $ profit run-up across the portfolio time period  The Red equity curve illustrates the $ drawdown amount across the portfolio time period

Portfolio Performance

The following Portfolio Performance provides a summary of the primary key performance ratios for the trading period. The summary gives you a breakdown of the long / short performance as well as the combined performance.

Trade Analysis

The following Trade Analysis gives you a breakdown of the number of trades and percentage profitable. From this the average performance per trade type is ascertained when combined with the performance summary details above.

Portfolio Instrument List

The following is a breakdown of the instruments contained within the portfolio and the strategies employed

Performance by Instrument

The following outlines the key Individual Performance Data of the instruments within the portfolio

Disclosure
Trading Equities, Futures and Forex instruments involves substantial risk and may not be suitable for all investors. Past performance is not necessarily indicative of future results. These results are based on simulated or hypothetical performance results that have certain inherent limitations. Unlike the results shown in an actual performance record, these results do not represent actual trading. Also, because these trades have not actually been executed, these results may have under-or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated or hypothetical trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profits or losses similar to these being shown. The testimonial may not be representative of the experience of other clients and the testimonial is no guarantee of future performance or success.