Building Your Own Investment Strategy with a Customized Portfolio

Customizing portfolio composition to align with individual investment preferences is key to a successful investment strategy. On the GoldenCircle (GC) platform, in addition to the default portfolios, users can create their own customized portfolios through various adjustable features. This allows users to establish strategies that suit their investment goals and risk preferences.

Adjusting Sector Target Weights

The GC platform provides a slider feature that allows users to set target weights for each GICS sector. For example, a user can allocate 30% to the technology sector, 20% to the healthcare sector, and 15% to the financial sector. Such adjustments help investors flexibly change their strategies according to market conditions. GC conducts rebalancing in line with the user's set targets, enabling the continuous maintenance of target weights.

Flexible Management of Defensive Asset Weights

The weight of defensive assets in investing is a crucial factor in risk management. The GC platform offers a feature that allows users to adjust the weight of defensive assets (e.g., bonds, gold, etc.) from 0% to 40%. This feature enables users to adjust the weight of defensive assets in response to market volatility, thus maintaining a more stable portfolio. Additionally, to prevent risks from excessive concentration, the 'Concentration Cluster Guard' automatically activates to further enhance investor safety.

Creating Your Own Custom Sector

Another strength of GC is the ability for users to gather their desired stocks and create their own custom sectors. For instance, a user can group five tech companies to create their own bucket and assign a target weight of 25% to each bucket. This feature provides investors with the flexibility to realize their unique investment ideas, offering a more immersive investment experience.

GC is not just an information-providing platform. We understand the tendency for emotions to overrule reason at critical moments of judgment and support investors in making better decisions. Respecting users' own judgments and transparently disclosing the basis for those judgments is a principle of GC.

Investment decisions are your own judgment. Join the GC Investor Challenge starting on October 1, 2026, and create your own portfolio. You can get started in just 5 minutes!