Shape your global wealth
with precision and confidence.
We are a private investment fund that allocates
capital to corner-stone of investment world:
S&P 500, commodities and bonds.
Meet Fibonacci Portfolio
Targeted Return
Risk-Reward Ratio
All-time max drawdown
Fibonacci Portfolio
Fibonacci Portfolio is your response to global disruptions. In the face of recent challenges, cultivating a stoic mindset is key. Our strategy follows the same principle as Fibonacci sequence in nature. We deploy our flagship Fibonacci Core, which is centered on trading S&P 500 Index (SPX) options but is structurally uncorrelated with the index itself. In parallel, we apply a trendfollowing framework targeting indices, bonds, and commodities to capture directional market opportunities across asset classes. We prioritize risk mitigation while steadily growing your wealth brick by brick.
Fibonacci Portfolio: Combined Model and Live vs. S&P 500 Index (SPX) Performance
Fibonacci Potfolio
Annualized Return (2024)
Fibonacci Portfolio
Annualized Return (5 years average)
Fibonacci Portfolio
Maximum DD (all time)
Fibonacci Portfolio
Maximum DD (5 years average)
Sharpe ratio
1.31
Accounting Currency
EUR
Performance Fee
25% with high watermark on quarterly basis
Management Fee
1%
Fund type
open
Underlying Assets of the Fund
stocks, options, CFDs, futures
Broker
Interactive Brokers
Investment Horizon
5 years
Maximum Risk
matching SPX index
Minimum subscription
100,000€
Entry fee
2%
Exit fee
0%
Early Exit Fee
10%
Geographical Area
USA
Primary Exchanges
NYSE, NASDAQ
Locking Time
1 year
Calculation & Reporting
quarterly
Expected Investment Strategy Deployment
2 months
Investment strategy
Our strategy is focused on the options trading of SPX instrument. This versatile approach thrives in all uptrend, downtrend and sideways market conditions.
SPX trading
Bond & commodity trading
We choose the right options based on quantitative analysis and current events on the financial market.
Bond & commodity trading does not correlate with stock market.
Non-stop position sizing based on quantitative analysis reduces risk of the highest drawdowns.
We increase profit additionally ranging from 2-15% with same drawdowns.
Active & regular investing to SPX brings 6x (average) better results than buy&hold strategy.
Higher capital is needed to incorporate bond & commodity strategy.
Fibonacci Portfolio: Combined Model and Live vs. S&P 500 Index (SPX) Max Drawndowns
Values that drive our everyday decisions
Grounded approach
We are stoics. It is inevitable to slow down and sort out what has a long-term perspective to deliver results.
Decision mastery
We constantly develop our decision process. Our judgment proficiency is based on our quantum & technical analysis.
Embracing values
Practicing values is proof of a productive society. We are fully committed to crafting our fundamental analysis of companies and stocks we invest in.
What is softer than water?
Yet hard rocks are hollowed out by soft water?”
