thank you for your interest in my writing.
My name is David Steets and I have been investing & trading in the financial markets for 20 years.
As an individual investor managing my own money, I am convinced that it is necessary to create your own portfolio framework that you can consistently follow and that is written down in an individually tailored investment plan to be a successful investor over the long term.
To me trading and investing can enable independence and freedom – but that is hard to actually achieve. On my path to becoming consistently profitable I encountered numerous setbacks that I had to overcome.
I still face frequent headwinds as does everyone in this business. The key to success has been to stay realistic and disciplined and that is what I want to share with you here.
No magic bullet, just diligent and thorough work will give anyone a real chance at staying on top of this game.
Basic investment philosophy
Investing successfully is no easy task. We need to be aware that we are acting in an extremely competitive environment with many highly sophisticated participants – few of which manage to outperform the market.
Anyone who says otherwise is foolish or – worse – untruthful.
I won´t pretend money is lying in the streets and I won’t hold back in talking about the difficult periods we are all bound to go through.
I write about the things I would want to read and I think this will lead to the best content for like-minded investors and traders.
What I want to achieve is to navigate difficult, uncertain waters with the probabilities firmly on my side.
I invite you to look over my shoulder and share my journey to evolve an active, professional investment portfolio from a very wide range of options – distilled both from classic portfolio allocation principles and more unconventional systematic trading approaches.
I describe my own practical implementation of the most compelling investment and trading strategies I can find, the difficulties I encounter and how I navigate the overwhelming amount of information out there.
My focus is on systematic, evidence-based investing paired with common sense to filter out the noise and figure out what really works. I use openly available tools, resources and research to invest and trade systematically.
Active investing can add value as I am convinced that there are inefficiencies in financial markets that we can find and exploit by analyzing the available data.
My goal is to create and evolve an adaptive, diversified portfolio of asset classes, return factors and trading strategies that yields high risk-adjusted returns in different market environments.
Two series of articles detail my basic investment philosophy and the ideas behind all the additional content of this blog:
The Investment Blueprint
When I began to professionalize my investment approach, I put together a rulebook for systematic trading and investing to serve as a guideline to create and evolve a personal investment plan to manage my own money. You can read my original investment blueprint starting here – it can be used to develop an individual systematic portfolio.
Register or subscribe to receive an updated edition of “The Investment Blueprint” as a free eBook.
The Meta Strategy
In the beginning of 2019, I distilled the evolution of my portfolio´s success into a clear system for efficiently allocating money to different assets and strategies, with the aim to generate exceptional returns at opportune times and to protect capital in difficult environments. I use fundamental and technical inputs to implement an active portfolio adaption to different market environments. You can read about it starting here – seven articles contain all the information necessary to do this yourself or easily adjust the concepts to your own preferences.
For anyone who wants to implement this in a very simple, low maintenance ETF portfolio, but doesn’t want to do all the time consuming background work, I have started a newsletter. It is sent out monthly and contains all the information to follow a long-only portfolio as well as a leveraged long/short portfolio for more aggressive investors. Both portfolios follow the long-term moves of the market with very little turnover.
If you are interested in receiving the letter for an annual fee please learn more and subscribe here.
Monthly returns of my portfolio and the Meta Strategy Models
The portfolio is composed of the strategies described in this blog (find a strategy overview here).
Since 2019 I invest in and track in real time the Meta Strategy Model Portfolios. You can subscribe here for access to the ETF Model Portfolios.
The Meta Strategy judges the health of the economy and the stock market and invests in risky or safe assets accordingly – different instruments or sub-strategies can be used to implement it in a portfolio leading to different risk / return profiles.
The Meta Strategy Defensive ETF Portfolio invests long only in broad asset class ETF:
The Meta Strategy Aggressive ETF Portfolio invests leveraged long and short in broad asset class ETF:
The Meta Strategy Derivatives Portfolio mirrors my own portfolio. It uses the Meta Strategy signals to invest in several systematic strategies using leveraged ETF, futures and options:
I wish you all the best in your investing endeavors.
All photographs: copyright henglein & steets | fotografie
This blog is a description of my own investment approach and ideas. It is for entertainment purposes only and not meant to be investment advice to others.
I am not an investment advisor and I do not provide individual investment advice. None of the ideas on this website are meant to be construed as professional financial advice.
Your investment decisions are solely your own responsibility and I am not legally or financially responsible for any losses you may incur from reading or using the content on this website.