In this post, we will guide you through the process of creating your own diversified and automatically managed portfolio tailored to your investment goals and risk tolerance. To illustrate the steps, we will consider a case study of an investor who wishes to allocate their capital across three different sectors: energy, consumer staples, and real estate. The desired allocation for each sector is as follows: 40% in energy, 30% in consumer staples, 25% in real estate, and 5% in cash.
The investor will define specific investment criteria for each sector, including risk management, diversification strategy, asset allocation strategy, and asset selection pool. To gain a comprehensive understanding of the process, we have provided a detailed video below that demonstrates how you can achieve this using our platforms.