Title: Streamline Your Wealth Management Operations with Multi-Portfolio Managing Software: A Comprehensive Solution for Back Office Integrations and Sales Integrations

Introduction:
In today's fast-paced financial landscape, managing multiple portfolios efficiently is crucial for wealth management firms and investment companies. The need for a comprehensive software solution that integrates various back-office functions and sales integrations has become increasingly important. Custom Portfolio™ offers a powerful wealth management software that combines several essential tools, including Forecast Screener, Fixed Income Finder, Cross-Reference Position Report, Performance Reporting, Duration Reporting, Daily Cash, and Tax Loss Harvesting. This article will explore the benefits of using such software and how it can save money through low-cost budget optimization when setting up a hedge fund or investment company.

1. The Power of Multi-Portfolio Management Software:
Multi-portfolio management software, like Custom Portfolio™, provides a centralized platform that allows wealth managers to efficiently handle multiple portfolios simultaneously. This eliminates the need for manual tracking and reduces the risk of errors. With a single software solution, wealth managers can seamlessly integrate various back-office functions, including portfolio analysis, risk management, compliance monitoring, and reporting.

2. Back Office Integrations:
Custom Portfolio™ offers a range of back-office integrations, enabling seamless connectivity between different systems and processes. By integrating forecasting tools, such as the Forecast Screener, wealth managers can make informed investment decisions based on accurate and up-to-date market data. Fixed Income Finder allows for efficient identification and analysis of fixed income securities, streamlining the investment process. Cross-Reference Position Report ensures accurate tracking of positions across multiple portfolios, reducing the risk of discrepancies and improving operational efficiency.

3. Sales Integrations:
The sales integrations provided by Custom Portfolio™ enable wealth managers to effectively manage client relationships and drive business growth. Performance Reporting allows for comprehensive reporting on portfolio performance, enabling wealth managers to showcase their expertise and attract new clients. Duration Reporting provides insights into the duration risk of fixed income portfolios, helping wealth managers align investment strategies with client objectives. Daily Cash integration ensures efficient cash management across portfolios, reducing idle cash and maximizing returns. Tax Loss Harvesting tools help optimize tax efficiency by identifying opportunities to offset capital gains with capital losses.

4. Low-Cost Budget Optimization:
Setting up a hedge fund or investment company can be a costly endeavor. Custom Portfolio™ offers a cost-effective solution by combining multiple functionalities into a single software platform. By eliminating the need for separate systems and reducing manual processes, wealth managers can achieve significant cost savings. Moreover, the software's scalability allows for easy expansion as the business grows, avoiding the need for expensive system upgrades or additional software licenses.

Conclusion:
In conclusion, Custom Portfolio™ offers a comprehensive wealth management software solution that integrates multiple portfolio management tools, back-office functions, and sales integrations. By streamlining operations and eliminating manual processes, wealth managers can enhance efficiency, reduce errors, and save costs. The software's low-cost budget optimization makes it an ideal choice for setting up a hedge fund or investment company. Embracing the power of technology through multi-portfolio managing software is a smart investment in today's competitive wealth management industry.

Please contact us if you want to setup back office, front office and trading  desk with  high sophisticated integrated  software email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Maximizing Profits in Real-Estate through Carry Trade between bond portfolio and Euribor interbank lending rate

Welcome to our exclusive Wealth Management program where we unveil a lucrative opportunity for you to earn substantial returns from the comfort of your own home. Today, we will delve into the concept of carry trade and how it can significantly boost your investment portfolio.

Imagine this scenario: you possess a portfolio of $10 million, invested in European corporations that generate an impressive 8 percent annual return. Now, here's where it gets interesting - private investment banks can offer you a pawn loan at an average rate of 4.6 percent per annum, which includes the Euribor 3m 3.6 percent interbank lending rate and a mere one percent bank commission.

Here's how you can capitalize on this opportunity: build a diversified portfolio of euro bonds that yield an average of 8 percent per annum. Simultaneously, secure a pawn loan at a favorable rate of 4.6 percent. With these funds, you can purchase a property in Europe and unlock an additional 3.4 percent annual return through the carry trade difference. In essence, this strategy can potentially generate an extra 300 thousand euros from a $10 million portfolio. Quite enticing, isn't it?

By diligently implementing this highly profitable option, you can not only secure a luxurious residence but also enjoy the additional income derived from the carry trade differential. We urge you to consider this opportunity meticulously and commence your journey towards astute investments, all while relishing the comforts of an opulent lifestyle.

To further enrich your knowledge on intelligent investing, we invite you to explore our comprehensive collection of enlightening articles. These resources will equip you with the necessary insights and strategies to navigate the intricate world of finance, ensuring your investment decisions are informed and fruitful.

Join us on this remarkable journey of wealth accumulation through carry trade, and let us guide you towards a future of financial prosperity. Contact us today to embark on an exciting path towards maximizing your returns and achieving your financial goals.

If you want to participate in  Carry Trade between bond portfolio and Euribor interbank lending rate  and your investment is more then 6-7 mill usd please contact us at email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Setting Up a Mauritius VCC Sub-Fund at Low Cost: A Comprehensive Guide

Introduction:

The Mauritius Variable Capital Company (VCC) has emerged as an attractive jurisdiction for setting up investment funds due to its favorable regulatory framework, tax benefits, and cost-effective structure. In this article, we will delve into the process of establishing a Mauritius VCC sub-fund at a low cost, highlighting its benefits and the potential savings it offers.

1. Understanding the Mauritius VCC Sub-Fund:

The Mauritius VCC is an open-ended investment vehicle that allows for the creation of sub-funds, each with its own distinct investment strategy and portfolio. This structure provides investors with the flexibility to invest in specific sub-funds based on their risk appetite and investment objectives.

2. Low-Cost Setup Process:

Setting up a Mauritius VCC sub-fund can be achieved at a relatively low cost. The approximate cost breakdown includes:

a. Legal Fees: The cost of drafting the necessary legal documents for establishing the fund is estimated to be around $30,000 USD. It is crucial to engage experienced legal professionals to ensure compliance with regulatory requirements and the drafting of robust fund documentation.

3. Annual Administration Fees:

a. Administration fees for a Mauritius VCC sub-fund, including monthly Net Asset Value (NAV) calculations and audit fees, are estimated to be around $50,000 USD. These fees cover essential administrative tasks such as maintaining records, preparing financial statements, and ensuring compliance with regulatory reporting obligations.

4. Management Fees:

a. As per the regulatory requirement, a local fund manager should be appointed for the Mauritius VCC sub-fund.  A reputable fund management company, can be engaged as the fund manager. The management fees charged by fundmanager company are either 0.30% per annum on Assets Under Management (AUM) or a minimum of $20,000 USD. This cost-effective option ensures professional fund management while minimizing expenses.

Benefits of a Mauritius VCC Sub-Fund:

1. Tax Benefits:

a. Mauritius offers a favorable tax regime for investment funds, including VCC sub-funds. Dividends, capital gains, and interest income derived from investments made by the fund are typically exempt from tax in Mauritius. This tax efficiency enhances the fund's returns and benefits investors.

2. Investor Flexibility:

a. The VCC sub-fund structure allows investors to choose specific sub-funds based on their investment preferences, risk tolerance, and objectives. This flexibility enables investors to diversify their portfolios and tailor their investments according to their individual needs.

3. Regulatory Compliance:

a. The Mauritius Financial Services Commission (FSC) regulates VCCs, ensuring investor protection and maintaining the integrity of the jurisdiction. The robust regulatory framework enhances investor confidence and ensures compliance with international standards.

4. Cost-Effective Structure:

a. The Mauritius VCC sub-fund offers a cost-effective structure for fund establishment and administration. The low setup costs, combined with competitive management fees, make it an attractive option for fund managers seeking to optimize their operational expenses.

Conclusion:

Setting up a Mauritius VCC sub-fund at a low cost provides numerous benefits for fund managers and investors alike. The tax advantages, investor flexibility, regulatory compliance, and cost-effective structure make it an appealing jurisdiction for investment funds. By carefully navigating the setup process and engaging reputable service providers, fund managers can establish a successful VCC sub-fund that meets their investment objectives while minimizing expenses.

Setting up  quick  numbers:

Mauritius VCC sub-fund

Open-ended fund with monthly NAV calculations
Setting up a fund: ~30,000 USD including legal fees for drafting the documents
Annual fees for administration: ~50,000 USD including monthly NAV and audit fees
Management fees – as the fund should have a local fund manager, we appoint Amicorp as a FM: 0.30% p.a. on AUM or min 15,000 USD

For more information please contact us at email: This email address is being protected from spambots. You need JavaScript enabled to view it.

How setup  Cayman  SPC fund  at low cost

The Cayman Special Purpose Company (SPC) fund is a highly advantageous investment vehicle that offers numerous benefits to investors. This fund is required to be registered with the Cayman Islands Monetary Authority (CIMA) and must have at least one Special Purpose (SP) entity.

One of the primary advantages of the Cayman SPC fund is its flexibility and versatility. It allows investors to establish a separate legal entity for each investment, thereby providing enhanced protection and insulation against potential liabilities. This structure ensures that the assets and liabilities of each SP entity are ring-fenced, minimizing the risk of cross-contamination and safeguarding the overall investment portfolio.

In terms of setup fees, the Cayman SPC fund entails an approximate cost of $15,000 USD. This fee covers the initial establishment of the fund and the necessary legal and administrative processes involved. Additionally, there are CIMA fees associated with the setup, amounting to approximately $23,000 USD. These fees cover the regulatory requirements and oversight provided by CIMA throughout the fund's establishment phase.

Furthermore, the Cayman SPC fund incurs annual administration fees totaling around $52,000 USD. These fees encompass various administrative tasks, including the calculation and reporting of the fund's Net Asset Value (NAV) on a monthly basis. The NAV represents the total value of the fund's assets minus its liabilities and is a crucial metric for investors to assess the fund's performance.

In addition to the annual administration fees, there are CIMA annual fees amounting to approximately $7,000 USD. These fees contribute to the ongoing regulatory supervision and compliance oversight provided by CIMA. It ensures that the Cayman SPC fund operates in accordance with the jurisdiction's laws and regulations, thereby maintaining its credibility and reputation.

Moreover, our services extend beyond the establishment of the Cayman SPC fund. We also offer assistance in setting up a fund management company. This additional service enables investors to have a dedicated entity responsible for managing and overseeing the operations of the fund. By availing this service, investors can benefit from our expertise and experience in fund management, ensuring efficient and effective decision-making processes.

Cayman SPC fund:

Should be registered with CIMA and has at least 1 SP

Set up fees: ~15,000 USD
CIMA fees for the set up: ~23,000 USD
Annual fees for administration: ~52,000 including monthly NAV
CIMA annual fees: ~7,000 USD
We can also help with setting up a fund management company

For more information please contact us at email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Trading strategy using Kelly trading and option pricing in a professional way requires a comprehensive understanding of both concepts. Here is a step-by-step guide to developing such a strategy:

1. Understand Kelly Criterion: The Kelly Criterion is a mathematical formula used to determine the optimal allocation of capital in a risky investment. It helps to maximize long-term growth by considering the probability of success and the potential payoff.

2. Identify Trading Opportunities: Conduct thorough research and analysis to identify potential trading opportunities. This can be done through technical analysis, fundamental analysis, or a combination of both.

3. Determine Option Pricing: Use option pricing models, such as the Black-Scholes model, to determine the fair value of options. This involves considering factors such as the underlying asset's price, strike price, time to expiration, volatility, and interest rates.

4. Assess Risk-Reward Ratio: Evaluate the risk-reward ratio for each trading opportunity. This involves determining the potential profit and the associated risk of the trade. Calculate the expected return and the probability of success for each trade.

5. Calculate Kelly Criterion: Apply the Kelly Criterion formula to determine the optimal position size for each trade. The formula is: Kelly % = (W – [(1 – W) / R]), where W is the probability of winning, and R is the win/loss ratio.

6. Implement Position Sizing: Based on the calculated Kelly %, determine the appropriate position size for each trade. This ensures that the capital is allocated in a way that maximizes long-term growth while considering the risk involved.

7. Monitor and Adjust: Continuously monitor the performance of the trading strategy and make necessary adjustments. This includes regularly updating option pricing calculations, reassessing risk-reward ratios, and recalculating position sizes based on changing market conditions.

8. Risk Management: Implement risk management techniques to protect capital and manage potential losses. This can include setting stop-loss orders, diversifying the portfolio, and using hedging strategies.

9. Backtesting and Simulation: Before deploying the strategy with real capital, perform backtesting and simulation to evaluate its historical performance. This helps to identify potential flaws and refine the strategy accordingly.

10. Continuous Learning: Stay updated with the latest developments in option pricing models, market dynamics, and trading strategies. Continuously improve your knowledge and skills to enhance the effectiveness of the strategy.

Remember, developing a trading strategy using Kelly trading and option pricing requires expertise and experience. It is recommended to consult with a professional financial advisor or trader to ensure the strategy is tailored to your specific financial goals and risk tolerance.

The impact of rising interest rates on a particular investment strategy can vary depending on various factors, including the type of assets being invested in, the specific strategy being used, and the overall economic conditions.

Generally, rising interest rates can have a negative impact on bond prices, as higher yields from newly issued bonds become more attractive to investors relative to existing bonds with lower yields. This can result in declining bond prices and potentially negative returns for bond investors.

On the other hand, rising interest rates can be beneficial for some types of equity investments, such as financials and utilities, which may benefit from the increase in lending and borrowing rates.

It is important to consider the potential impact of rising interest rates on a particular investment strategy and to regularly monitor and adjust the portfolio as needed to align with changing market conditions.

It is also important to keep in mind that past performance is not indicative of future results, and that investing always involves risk, including the possibility of losing money.

Making money in high inflation and high interest rate environments can be challenging, but it can be done through a well-thought-out investment strategy. Here is a general strategy that may help:

1. Diversification: Diversifying your investments across different asset classes, such as stocks, bonds, commodities, and real estate, can help to mitigate the impact of inflation and interest rate changes on your portfolio.

2. Inflation-linked investments: Consider investing in inflation-linked bonds, which are bonds that pay a yield linked to inflation, or in commodities such as gold, which may benefit from rising inflation.

3. Real assets: Real assets, such as real estate and infrastructure, can also benefit from inflation as the value of these assets may increase with rising prices.

4. Financials and utilities: Financials and utilities sectors can potentially benefit from rising interest rates, as they may earn higher returns on their lending and borrowing activities.

5. Active management: Consider actively managing your portfolio to take advantage of market changes and make adjustments as needed.

It is important to keep in mind that investing always involves risk, including the possibility of losing money. Additionally, investing strategies that have worked in the past may not necessarily be effective in the future. It is important to regularly monitor the performance of your investments and make adjustments as needed.

It is advisable to consult a financial advisor before making any investment decisions.

Here are ten potential strategies for investing in a high inflation and high interest rate environment:

1. Diversification: Spread your investments across different asset classes, such as stocks, bonds, commodities, and real estate, to reduce the impact of inflation and interest rate changes on your portfolio.

2. Inflation-linked bonds: Consider investing in inflation-linked bonds, which pay a yield linked to inflation, to hedge against rising prices.

3. Commodities: Invest in commodities such as gold, which may benefit from rising inflation.

4. Real assets: Real assets, such as real estate and infrastructure, can also benefit from inflation as the value of these assets may increase with rising prices.

5. Financials and utilities: Consider investing in financials and utilities sectors, which can potentially benefit from rising interest rates.

6. Emerging markets: Emerging market countries, which often have higher growth potential, may also benefit from rising inflation and interest rates.

7. Active management: Consider actively managing your portfolio to take advantage of market changes and make adjustments as needed.

8. Short-term investments: Consider investing in short-term debt instruments, such as Treasury bills, which may offer higher yields in a rising interest rate environment.

9. Dollar-denominated investments: Consider investing in dollar-denominated assets, as a strong dollar may provide a hedge against inflation and a rising interest rate environment.

10. Alternative investments: Consider alternative investments, such as private equity or hedge funds, which can offer diversification and potential protection against inflation and interest rate changes.

It is important to keep in mind that investing always involves risk, including the possibility of losing money. Additionally, investment strategies that have worked in the past may not necessarily be effective in the future. It is important to regularly monitor the performance of your investments and make adjustments as needed.

It is advisable to consult a financial advisor before making any investment decisions.

Fixed income sales traders make money by buying and selling fixed income securities, such as bonds, on behalf of institutional clients. They typically work for investment banks or large financial institutions.

1. Spreads: Sales traders make money by earning a spread, which is the difference between the price they buy a bond for and the price they sell it for. The larger the spread, the more money the sales trader makes.

2. Commissions: Sales traders also earn money through commissions, which are fees charged to clients for executing trades. These commissions can be a flat fee or a percentage of the trade's value.

3. Markup: Sales traders may also make money by marking up the price of a bond when they sell it to a client. This is a common practice in the fixed income market, and it allows sales traders to earn a profit on top of the spread and commission.

4. Financing: Sales traders also earn money by financing the bonds, which means borrowing from a lender to purchase the bond and selling it with a higher price.

5. Relationship building: Sales traders also earn money by building strong relationships with clients and providing them with valuable insights and research. This can lead to repeat business and more trading opportunities.

In summary, fixed income sales traders make money through spreads, commissions, markups, financing, and relationship building with clients. Their main goal is to buy and sell bonds on behalf of institutional clients, by doing so they make money through the difference in prices and commissions.

Fixed income sales traders typically communicate with clients through a variety of channels, including:

1. Phone: Sales traders will frequently speak with clients over the phone to discuss market conditions, provide updates on trade activity, and offer new investment ideas or strategies.

2. Email: Sales traders will also use email to correspond with clients, sending them market updates, research reports, and other relevant information.

3. In-person meetings: Sales traders may also meet with clients in person to discuss their investment needs and provide more detailed information about specific securities or strategies.

4. Video conferencing: With the advent of technology, sales traders also communicate with clients via video conferencing, this allows them to have face-to-face conversations with clients from different locations.

5. Chat: Sales traders also communicate with clients through chat platforms, this is a quick way to provide updates or answer questions.

In their communication, sales traders will typically use industry jargon and terminology, they also need to be able to explain complex financial concepts in a clear and concise manner, this is important to establish trust and credibility with clients. They also need to be able to listen to clients and understand their investment needs, and tailor their communication to those needs.

In summary, fixed income sales traders communicate with clients through phone, email, in-person meetings, video conferencing and chat, they use industry jargon and terminology, and they need to explain complex financial concepts in a clear and concise manner, and also to listen and understand clients' investment needs to tailor their communication.

Fixed income sales traders communicate with research teams to sell investment ideas in the following ways:

1. Research Reports: Sales traders will often receive research reports from the research team, which provide in-depth analysis of specific securities or market conditions. They will use this information to present investment ideas to clients and to provide them with a detailed explanation of the investment opportunity.

2. Meetings: Sales traders will also meet with research teams to discuss new investment ideas and to get a deeper understanding of the underlying market conditions. These meetings will allow them to ask questions and get additional insights on the research team's analysis.

3. Conference Calls: Sales traders may also participate in conference calls with the research team, where they will discuss market conditions and new investment ideas. This allows them to get real-time updates on the markets and to ask questions of the research team.

4. Email: Sales traders will also use email to communicate with research teams, this is a quick way to ask questions or request additional information.

5. Chat: Sales traders also communicate with research teams through chat platforms, this is a quick way to provide updates or ask questions.

In their communication, sales traders need to be able to understand the research team's analysis and be able to explain it to clients in a clear and concise manner. They also need to be able to identify potential investment opportunities and tailor their communication to the specific needs of clients.

In summary, fixed income sales traders communicate with research teams through research reports, meetings, conference calls, email, and chat. They use this information to present investment ideas to clients and provide a detailed explanation of the investment opportunity. They need to understand the research team's analysis and be able to explain it in a clear and concise manner, also they need to identify potential investment opportunities and tailor their communication to the specific needs of clients.

Hello, folks today I want to show you a strategy based on Commodity Channel Index (CCI) Indicator.

What is the Commodity Channel Index (CCI)?

 The Commodity Channel Index​ (CCI) is a momentum-based oscillator used to help determine when an investment vehicle is reaching a condition of being overbought or oversold.

Developed by Donald Lambert, this technical indicator assesses price trend direction and strength, allowing traders to determine if they want to enter or exit a trade, refrain from taking a trade, or add to an existing position. In this way, the indicator can be used to provide trade signals when it acts in a certain way.

I will use the simple rules for the strategy:

KEY TAKEAWAYS

-IF CCI -140 ENTER LONG, IF LAST 5 HIGHS OF THE BAR BELOW EMA 20
Enter long position
-IF CCI ABOVE 140 ENTER SHORT, IF LAST 5 LOWS ABOVE EMA 20
Enter short position

STOP: 1000 USD
TAKE: 5000 USD

Instrument BTCUSD

This is how automated strategy is looking on the chart.

Now let’s make some magic with backtesting of the strategy.

As we see above during 2 years of trading strategy made over 32k USD. We can’t say that the equity performance was perfect,                                                                                                                but at least strategy showed a profit in these difficult market conditions.

Lets look at Performance summary ($)

As we see above simple strategies are exist !)

The best trading strategy in the world won’t do you any good if you allow emotions to trump logic

PRICE: 70 USD

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