How to Build Your Own Portfolio on the GoldenCircle Platform

The GoldenCircle investment platform provides users with customizable portfolio construction, allowing for asset allocation that aligns with individual investment strategies. This goes beyond simply sticking to existing basic configurations, enabling users to adjust sector weights and defensive asset ratios as desired. This feature offers the opportunity to create an optimized portfolio based on personal investment goals and risk preferences.

Adjusting Sector Target Weights

One of the core features of the GoldenCircle platform is the ability to set sector target weights using a slider. Users can adjust desired weights for GICS sectors such as technology, healthcare, and finance, and GoldenCircle will proceed with rebalancing according to these targets. For example, if a user has high confidence in the technology sector, they can allocate 30% to that sector and set 20% for the finance sector. This allows users to invest based on their confidence in specific sectors and helps them respond flexibly to market changes.

Setting Defensive Asset Weights

Additionally, GoldenCircle offers a feature that allows users to directly set the weight of defensive assets. Defensive assets are those expected to provide stable returns during high market volatility, and by adjusting this weight, users can more effectively manage the risk of their investment portfolios. For instance, during uncertain times such as a financial crisis, a strategy could involve increasing the weight of defensive assets to 20%. This provides an opportunity to reduce the overall risk of the portfolio.

Creating Your Own Custom Sector

Lastly, on the GoldenCircle platform, users can group their desired stocks to create their own custom sector and assign target weights. For example, if a user wants to focus on electric vehicle-related companies, they could group stocks like Tesla, NIO, and Rivian into a custom sector and set that sector's weight to 25%. This allows for a more personalized investment strategy and can be useful when concentrated investment in specific stocks is necessary. These custom settings can be easily adjusted on the portfolio screen and will be immediately reflected from the next rebalancing.

GoldenCircle is working to address the issue of 'emotions overtaking reason at the moment of judgment'. By providing users with the basis for their judgments and focusing on improving the quality of each investment decision, it supports reliable investment decisions.

Investment decisions are ultimately your own. Check it out yourself in the GC Investor Challenge. Start in just 5 minutes on October 1st!