Meet Alvin
Alvin is a balanced robot aiming to get good returns without taking too much risk.
Risk
Performance
Recent significant trades by theme
Theme Oil majors
No major change recently.
Theme Crypto
On the 2024-12-23,
increased position in
Cardano USD
(ADA-USD)
by 3%
from 47% to 50%.
On the 2024-12-23,
reduced position in
Bitcoin USD
(BTC-USD)
by -10%
from 46% to 36%.
On the 2024-12-23,
increased position in
cash
by 7%
from 7% to 14%.
On the 2024-12-22,
reduced position in
Cardano USD
(ADA-USD)
by -3%
from 50% to 47%.
On the 2024-12-22,
increased position in
Bitcoin USD
(BTC-USD)
by 4%
from 42% to 46%.
On the 2024-12-21,
increased position in
Cardano USD
(ADA-USD)
by 6%
from 44% to 50%.
On the 2024-12-21,
reduced position in
cash
by -6%
from 13% to 8%.
On the 2024-12-20,
reduced position in
Cardano USD
(ADA-USD)
by -3%
from 47% to 44%.
On the 2024-12-20,
reduced position in
Bitcoin USD
(BTC-USD)
by -2%
from 45% to 42%.
On the 2024-12-20,
increased position in
cash
by 6%
from 8% to 13%.
On the 2024-12-19,
reduced position in
Cardano USD
(ADA-USD)
by -3%
from 50% to 47%.
On the 2024-12-19,
reduced position in
Bitcoin USD
(BTC-USD)
by -5%
from 50% to 45%.
On the 2024-12-19,
increased position in
cash
by 8%
from 0% to 8%.
Theme Millenials
On the 2024-12-20,
increased position in
Lululemon Athletica Inc.
(LULU)
by 10%
from 27% to 37%.
On the 2024-12-20,
reduced position in
Meta Platforms, Inc.
(META)
by -10%
from 23% to 13%.
On the 2024-12-19,
reduced position in
Lululemon Athletica Inc.
(LULU)
by -4%
from 31% to 27%.
On the 2024-12-19,
increased position in
Meta Platforms, Inc.
(META)
by 4%
from 19% to 23%.
Theme Global Macro
On the 2024-12-20,
reduced position in
Vanguard Real Estate Index Fund ETF Shares
(VNQ)
by -1%
from 3% to 1%.
On the 2024-12-20,
increased position in
SPDR Gold Shares
(GLD)
by 4%
from 42% to 46%.
On the 2024-12-20,
increased position in
Invesco QQQ Trust
(QQQ)
by 6%
from 36% to 43%.
On the 2024-12-20,
reduced position in
Vanguard Total Stock Market Index Fund ETF Shares
(VTI)
by -9%
from 19% to 10%.
On the 2024-12-19,
reduced position in
Vanguard Real Estate Index Fund ETF Shares
(VNQ)
by -1%
from 4% to 3%.
On the 2024-12-19,
increased position in
SPDR Gold Shares
(GLD)
by 4%
from 39% to 42%.
On the 2024-12-19,
increased position in
Invesco QQQ Trust
(QQQ)
by 6%
from 30% to 36%.
On the 2024-12-19,
reduced position in
Vanguard Total Stock Market Index Fund ETF Shares
(VTI)
by -9%
from 27% to 19%.
Theme Luxury
No major change recently.
Theme Big tech
No major change recently.
Theme US Banks
On the 2024-12-20,
reduced position in
U.S. Bancorp
(USB)
by -10%
from 40% to 30%.
On the 2024-12-20,
increased position in
JPMorgan Chase & Co.
(JPM)
by 10%
from 9% to 19%.
On the 2024-12-19,
reduced position in
U.S. Bancorp
(USB)
by -10%
from 50% to 40%.
On the 2024-12-19,
increased position in
JPMorgan Chase & Co.
(JPM)
by 9%
from 0% to 9%.
On the 2024-12-19,
increased position in
cash
by 1%
from 0% to 1%.