Disclaimer / Notice: The positions and weights shown are purely illustrative and do not represent a model portfolio to follow.

Portfolio Concept Description

This is an analytical and presentational investment concept that illustrates one of the possible conceptual approaches to thinking about portfolio structure and dynamics on the Interactive Brokers trading platform, particularly in the context of corporate trading accounts.

The concept is based on the idea of a dynamic portfolio, where the core consists of a limited number of stocks from various sectors. Sector allocation within the concept is adjusted according to the perceived risk/reward ratio, with the aim of illustrating a flexible analytical approach to managing exposure to market conditions, without representing or providing portfolio management services.

Within the concept presentation, the use of derivative financial instruments, such as futures contracts, may also be considered to illustrate market volatility management. These instruments are included exclusively in an illustrative and presentational sense, as examples of possible methods for managing volatility and systematic risk, and are not necessarily permanent or integral components of the portfolio. In certain market periods, the concept also includes examples of directional positions, the purpose of which is to demonstrate the functioning of different analytical approaches in environments with more pronounced market trends.

The presented concept does not guarantee specific returns and does not represent a promise of performance. Its purpose is exclusively to demonstrate the thinking, structure, and logic of an active portfolio approach as an informational and educational presentation of investment thinking, which may include both equity investments and derivative financial instruments, without representing investment advice, investment recommendations, or management of financial instruments within the meaning of ZTFI-1.

Disclaimer / Notice: The described concept is informational in nature and does not represent investment advice, investment recommendations, or management of financial instruments within the meaning of ZTFI-1.

EXAMPLE OF DIVERSIFICATION BY ASSET CLASS

Disclaimer / Notice: The positions and weights shown are purely illustrative and do not represent a model portfolio to follow.

EXAMPLE OF DIVERSIFICATION BY INVESTMENT SECTOR

Disclaimer / Notice: The positions and weights shown are purely illustrative and do not represent a model portfolio to follow.

STOCKS

EXAMPLE OF OPEN POSITIONS:

Disclaimer / Notice: The positions and weights shown are purely illustrative and do not represent a model portfolio to follow.

Disclaimer / Notice

The content published on the website www.insajder.si, including all portfolio displays, financial instrument tables, asset allocations, portfolio changes, analyses, comments, and other information (including links to Google Sheets), is accessible exclusively to registered users by personal invitation and is intended for general information, education, and presentation of investment concepts.

The published information does not represent and must not be interpreted as:

  • investment advice within the meaning of the Financial Instruments Market Act (ZTFI-1),

  • personal, individualized, or tailored investment recommendations,

  • management or administration of financial instruments on behalf of third parties,

  • an offer or invitation to enter into any legally binding transaction,

  • analysis or recommendations intended for a specific person or group of persons.

The owner and operator of the website www.insajder.si:

  • is not a licensed brokerage firm,

  • does not provide investment services within the meaning of ZTFI-1 or other relevant legislation,

  • does not accept users’ funds or financial instruments,

  • does not execute transactions on behalf of third parties,

  • and does not provide individual or personalized investment advice.

All displayed portfolios are:

  • hypothetical, illustrative, or presentational,

  • prepared without consideration of the financial position, investment objectives, knowledge, or risk tolerance of individual users,

  • subject to change without prior notice,

  • and do not represent an actual or implied offer of investment services.

Any investment decision made based on the content of this website is solely the responsibility of the user. Past performance, simulations, or portfolio displays are not a guarantee of future returns.