Investment
Investmentinvestment stand out from trading by a medium- and long-term approach. They aim to accumulate assets progressively or optimize a portfolio according to defined goals.
Unlike trading, an investment strategy can include only entry rules (without exit rules), notably if the objective is to build a portfolio without planning systematic sales.
On this page, you will find concrete examples of investment strategies to help you write your own rules clearly with Obside.
A good way to write clear rules is to ask yourself:
“If I taught my strategy to someone else using only these rules, would they understand everything or would they have questions about unclear aspects?”
This approach will help you maximize the precision of your rules.
If the answer is YES, your rules are clear and you can backtest your strategy. If the answer is NO, you must clarify them to avoid any ambiguity.
Examples of investment rules
Example #1 — Dollar-Cost Averaging (DCA)
Buy $50 of Bitcoin every first Monday of the month at 10:00.
Example #2 — Automatic portfolio rebalancing
Build a portfolio composed of 30% Bitcoin, 40% S&P 500 and 30% CAC40.
Each quarter invest $500 and rebalance the portfolio to maintain that 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 that had the worst performance the previous month to smooth volatility.
Example #4
I want to build a portfolio composed of 25% Apple, 25% Bitcoin, 25% Tesla and 25% Microsoft by 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 each month and inject $100.
If an asset drops more than 10% in one month, halve its allocation and spread it across 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 capital only to the two assets that had the best performance over the last 6 months.
Example #7
Build a portfolio composed of 50% Bitcoin and 50% Nasdaq with a starting capital of $200.
Then, invest $200 each month, split across these 2 assets.
If the Nasdaq falls by at least 5% month over month, invest in Gold instead of Nasdaq for the following month.
For Bitcoin, same logic but if the drop is at least 10%.
Example #8
Build a portfolio composed of 30% defensive assets (Gold, Silver) and 70% speculative assets (Tesla, Apple, Alphabet, Meta, Amazon).
Invest $500 per quarter.
If a speculative asset's performance is greater than +15% over a quarter, sell half the gains and redistribute them evenly to 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 weakest 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 in it the following month to take advantage of a potential rebound.
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