AuM millionaires attracting investors demo portfolio

[IlIlIlIlI]

Inspired from the discussion here, I started a new demo portfolio with x3 leverage.

The Darwin combination is built by all - currently seven - Darwins with more than 1 million AuM and atttracting investors in the last 12 months.

There is a public list derivid from a sorted filter available here:

This is the buy list from September 30th, 2024:

Current performance until now:

Darwin's results since then:

There are no fix rules defined when to close or to change a positions.

Possible rules are:
- sell a Darwin when there are investors net lost in the last 12 months
- buy a Darwin when it enters the millionaires club with attrtacting investors in the last 12 months
- hold all positions for 12 months

I will watch (but not daily) whether one of theses events happened and then I will make a decision.

 

[IlIlIlIlI]

XFX and CFZ don't join the millionaires club anymore.
I waited a few days but they didn't raise more AuM.

Last screenshot of the portfolio before they were sold:

Selling transactions:

The free funds are invested in the remaining 5 Darwins:

The demo portfolio currently shows profit for October after these transactions:

As both sold Darwins didn't make profit for this portfolio, there is and will be no investor fee to pay.

 

[IlIlIlIlI]

This portfolio is too boring for me , I will close it and reset my demo portfolio to open an new one next week.

Last pictures: