Finnodec Invest

Author: user

  • Volatility Policy

    Summary: FDI has too much volatility, and we must address this.

    To address volatility here are some proposals

    • More bond funds (but already high bond allocation)
    • More stable companies (consumer goods, oil?)
    • Less concentrated positions (cap of 3% on any individual equity)
    • More commodities (less correlated)
    • NO MORE BITX, move to one x
    • Trim massively winning positions.
  • DEC 2024 Earnings Report – 10D

    DEC 2024 Earnings Report – 10D

    Guidance: I think next year will be more stable compared to this year. Will have more allocation in more stable (lower yield) assets, producing a similar but more consistent return.

    Positions:

  • New Account: Long Term DCA

    New Account: Long Term DCA

    Finnodec has recently took over management of a smaller account, which is to be used for long term holdings with a dollar cost averaging entry strategy.

    The following allocations were approved for once a monthly basis for a one year duration until completion of purchases.

    SPY $200
    XLP $100
    RDDT $200
    URA $200
    BITO $200
    GLD $100
    ELIX $100
    BND $100

  • Position Change 12/16/24

    On 12/16/24, Finnodec made the decision to scale out of BITX and SOXL. Finnodec has realized a profit from this transaction, and believes enough upside has been met to warrant an exit.