Playbook
The Stratvesting playbook is built on a dual-engine philosophy that bridges the gap between patient growth and active precision. We treat wealth generation as a sophisticated business endeavor, integrating core portfolios of stocks, bonds, and ETFs with an active trading engine. By utilizing annual rotations to optimize security selection and deploying protective setups when market conditions shift, we dynamically adapt to volatility. This disciplined approach demands serious capital and a rigorous time commitment, transforming market fluctuations into a scalable enterprise focused on consistent year-end profitability.
1. The Dual-Engine Framework
A “Dual-Engine” model that synchronizes foundational investing with tactical active trading. Leveraging our proprietary stocks & bonds research for a long-term portfolio while applying our trading playbook for daily, weekly, or monthly trades to capture short-term opportunities.
2. Adaptive Portfolio Mgmt
Effective capital management requires a flexible approach that respects the current market environment rather than relying on a rigid, universal strategy. Depending on volatility and trend strength, our methodology shifts between high-engagement rotational approaches and conservative patience to protect principal.
3. Institutional-Grade Precision
The strategy integrates specific macroeconomic indicators, volatility metrics, and derivatives pricing data to achieve the technical precision required for high-confidence execution. By transforming complex market signals into actionable insights, this approach ensures every decision is governed by the rigorous standards of professional-grade portfolio management.
stratvesting performance example
