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 Stoic Mastery
Targeted return
Sharpe ratio
Max Daily Drawdown (last year)
Stoic Mastery fund
Stoic Mastery Portfolio is your response to global disruptions. In the face of recent challenges, cultivating a stoic mindset is key. We prioritize risk mitigation while steadily growing your wealth brick by brick. Stoic Mastery comprises the flagship SPX Option Strategy, centered around S&P 500 Index (SPX) options, and the Non-SPX Option Strategy, a trend-following approach focused on bonds and commodities.
SPX Option Strategy Annualized Return Chart
SPX Option Strategy
Annualized Return (last year)
SPX Option Strategy
Annualized Return (5 years average)
SPX Option Strategy
Maximum Daily DD (last year)
SPX Option Strategy
Maximum Daily DD(5 years)
Sharpe ratio
1.61
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.
SPX Option Strategy vs. S&P 500 Index (SPX) Monthly Drawndowns Comparision
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?”
