Roberto Anzellotti @IlMatematico: "BEFORE YOU COPY, ASK YOURSELF..."

Italy

BEFORE YOU COPY, ASK YOURSELF THESE 7 QUESTIONS Copying a Popular Investor is easy. Understanding whether that Popular Investor is actually the right fit for you requires much more attention. I'm @IlMatematico, and I've been sharing my investment journey publicly since 2017. But before copying me or any other Popular Investor I believe you should always ask yourself these 7 questions: 1️⃣ What is their investment strategy? 2️⃣ How long have they been investing, and what results have they achieved? 3️⃣ What is their objective, and what is their investment time horizon? 4️⃣ What is their actual risk profile? 5️⃣ How is their portfolio constructed? 6️⃣ Do they communicate with copiers? Do they explain their decisions? Do they answer questions? 7️⃣ What practical details should you know before copying them? These may sound like simple questions, but asking them beforehand can help you avoid costly mistakes. Here are my answers to these seven questions. 1️⃣ MY STRATEGY: TARGET-2035 My strategy is directional and long-only. This means my portfolio is expected to rise during bull markets and decline during bear markets. My goal is not to avoid every negative month. My objective is to participate in the long-term growth of the markets while aiming to outperform my benchmark over a full market cycle. Part of my portfolio is invested with a very long-term perspective (the strategic allocation), while another portion is dedicated to more tactical opportunities, but only when I believe the risk/reward profile is particularly attractive. 2️⃣ MY TRACK RECORD I've been investing on eToro since January 2017. Since then, my portfolio has achieved a CAGR of over 30%. Of course, past performance does not guarantee future results. On average, I experience around 5 negative months each year. I don't consider them a problem. In many cases, those are precisely the months when the best long-term opportunities appear—the investments that can ultimately make the difference versus the benchmark. 3️⃣ MY INVESTMENT HORIZON My objective is to outperform my benchmark by approximately 1% per year over the long term. Historically, I outperformed the S&P 500 in only 5 out of 9 years, yet still delivered a cumulative return of +1,421% versus +232% for $SPX500. This illustrates an important point: this is not a short-term strategy. Copying me for a short period (less than 2 years) may expose you to drawdowns without giving the strategy enough time to recover and demonstrate its long-term edge. 4️⃣ MY RISK PROFILE My portfolio may include growth stocks, cryptocurrencies, and other volatile assets. This naturally increases short-term volatility, but I'm willing to accept that volatility whenever I believe the expected risk/reward trade-off justifies it. # When should you NOT copy me? ❌ If you'll need your money within the next 12–24 months; ❌ If a 25% drawdown would make you panic; ❌ If you intend to judge an investment strategy after only a few weeks. If any of these apply to you, my strategy is probably not the right fit. It's far better to realize that before copying than during your first difficult market correction. 5️⃣ HOW I BUILD MY PORTFOLIO My portfolio is typically allocated as follows: 📌 50% Value stocks, dividend stocks, and ETFs 📌 20% Growth stocks 📌 15% Cryptocurrencies 📌 15% Cash or cash equivalents These allocations are not fixed and may change depending on valuations, macroeconomic conditions, and market opportunities. 6️⃣ COMMUNICATION eToro isn't just an investment platform but it's also a Social Investing platform. Before copying someone, I believe you should spend time reading their feed to understand how they think and how they make decisions. Personally, I usually publish around two posts per week and I also publish detailed quarterly reports explaining my performance, portfolio positioning, and the reasoning behind my strategy. 7️⃣ PRACTICAL DETAILS Minimum amount to copy me: 200$. However, I generally recommend starting with at least 500$, as it allows for a more accurate replication of my portfolio. I also recommend setting your Copy Stop Loss at 50% or lower, giving your copy enough room to withstand normal market volatility. CONCLUSION Starting to copy someone is easy. Choosing who to copy requires much more thought. Before copying any other Pro Investor make sure you fully understand their strategy, risk profile, investment horizon, and how they're expected to behave during difficult market conditions. The worst possible time to discover that a strategy isn't right for you is during a drawdown. You'll find much more detailed information in my quarterly reports, where I explain my strategy and all of my investment rules in depth. The link is available in the first comment. I'm @IlMatematico, and through my investment process I aim to extract long-term value from the markets. Add me to your Watchlist to follow my strategy, portfolio updates, and my thoughts on $BTC, $SPX500, and $NSDQ100

Not investment advice. The author may have financial interests in the mentioned instruments.