I´m writing this blog as a guide for my own investment approach – it comes from an individual investor´s perspective and experience.
I invite you to look over my shoulder and share the journey towards a professional investment portfolio. I describe my own practical implementation of and experiences with the most compelling investment ideas I find out there.

The blog´s purpose is to aid me in keeping my investment approach on a straight path and to help me think clearly about different investment issues.

I put together a rulebook for strategic investing to serve as a guideline to create and evolve a written investment plan to manage my own money. You can read the guide on this blog by following the numbered posts (1 through 9). Unnumbered posts delve deeper into the subject at hand, reflecting subjects I research, because I think they are interesting and may be important to my investments.
My goal is to create an adaptive, diversified portfolio of asset classes, factors and strategies that yields high risk-adjusted returns.

I think of it as building a personal hedge fund to manage my own money.

Monthly returns and equity curve of my portfolio
The portfolio is composed of the elements described in this blog.
I indexed the equity curve to a starting value of 100.000 as in reality my equity value changes because of withdrawals and deposits.


date monthly return equity NAV annual return
1-Nov-2015 0 100000
1-Dez-2015 1,19% 101190
1-Jan-2016 1,14% 102344 1,19%
1-Feb-2016 0,44% 102794
1-März-2016 1,04% 103863
1-Apr-2016 1,43% 105348
1-Mai-2016 2,20% 107666
1-Juni-2016 2,42% 110271
1-Juli-2016 3,50% 114131
1-Aug-2016 2,61% 117110
1-Sep-2016 2,20% 119686
1-Okt-2016 2,55% 122738
1-Nov-2016 2,09% 125303
1-Dez-2016 1,83% 127596
1-Jan-2017 2,39% 130646 24,70%
1-Feb-2017 4,26% 136211
1-März-2017 1,69% 138513
1-Apr-2017 1,52% 140619
1-Mai-2017 0,40% 141181
1-Juni-2017 -11,27% 125264
1-Juli-2017 -0,38% 124786
1-Aug-2017 4,99% 131009
1-Sep-2017 1,65% 133176
1-Okt-2017 6,42% 141720

Note: Until June 2017 I calculated my equity using realized profits and losses which has smoothed the equity curve artificially and resulted in a higher than actual loss recorded in June 2017, when I switched to recording the percentage change of my actual net asset value at the end of each month.

all the best to your investing


David Steets


mail at systematicindividualinvesting dot com


all photographs: copyright henglein & steets | fotografie


This is a guide for my own investment approach. It is not meant to be investment advice to others.
I have no professional training in investing and am not qualified to give investment advice. This blog is for entertainment purposes only.

© David Steets is responsible for the content of this website.

David Steets is not responsible for the content of any linked website.

David Steets holds the international copyright to all images, any kind of usage of texts and images permitted only with prior written consent by David Steets.