Investing

Investing agents differ from trading with a mid- and long-term approach. They aim to gradually accumulate assets or to optimize a portfolio according to defined goals.

Unlike trading, an investing agent can include only entry rules (with no exit rules), notably if the goal is to build a portfolio without systematic selling.

circle-check

Examples

Example #1 — Progressive investing (DCA)

Buy $50 of Bitcoin every first Monday of the month at 10 AM.


Example #2 — Automatic portfolio rebalancing

Build a portfolio of 30% Bitcoin, 40% S&P 500 and 30% CAC40.

Each quarter, invest $500 and rebalance the portfolio to maintain this allocation.


Example #3 — Conditional investing

Start a $1,000 portfolio with 40% stocks (Tesla, Microsoft), 30% crypto (Bitcoin, Ethereum) and 30% currencies (EURUSD, JPYUSD).

Inject $100 each month into the asset with the lowest performance the previous month to smooth volatility.


Example #4

I want to build a portfolio of 25% Apple, 25% Bitcoin, 25% Tesla and 25% Microsoft, injecting $100 of capital every month.

Sell 50% of my portfolio if gains reach +30%.


Example #5

Create a portfolio with 25% Apple, 25% Bitcoin, 25% S&P 500 and 25% Gold.

Rebalance every month and inject $100.

If an asset drops more than 10% in a month, halve its allocation and redistribute on the others.


Example #6

Create a portfolio with 25% Tesla, 25% Bitcoin, 25% S&P 500 and 25% oil.

Every month, inject $100 and allocate the capital only to the two assets with the best performance over the last 6 months.


Example #7

Build a portfolio of 50% Bitcoin and 50% Nasdaq with $200 starting capital.

Then, invest $200 each month, split across these 2 assets.

If the Nasdaq drops at least 5% from one month to the next, invest in Gold instead of the Nasdaq for the following month.

For Bitcoin, same logic but if the drop is at least 10%.


Example #8

Build a portfolio of 30% defensive assets (Gold, Silver) and 70% speculative assets (Tesla, Apple, Alphabet, Meta, Amazon).

Invest $500 per quarter.

If a speculative asset performs above +15% over a quarter, sell half of the gains and redistribute equally on the defensive assets.


Example #9

Invest $1,000 initially split between Bitcoin, USDJPY, Amazon and S&P 500.

Each month, inject $100 split across the two assets with the lowest performance over the last 90 days.


Example #10

Invest $100 per month split between Bitcoin, Gold and Nasdaq.

If an asset is below its 200-day moving average, double the investment on it the following month to take advantage of a possible rebound.

Mis à jour