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Client Type 1., Client Type 2., Client Type 3., Client Type 4., Client…
Client Type 1.
A client wants to trade a specific symbol (i.e. SPY) which is what he is familiar with. We inform the client on the expected performance and risk for SPY is.. 20% return, 70% accurate, 3% risk(?)
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Client Type 2.
Wants to make consistent profit and avoid getting exposed to the market downside. We present the Alpha Only Strat which generates 7% in Absolute Return
NO
Present a cocktail of strategies from Alpha Only and from Alpha + Beta to match what client is looking for
i.e. mix with Alpha Only strat and with Alpha+Beta strat Bucket 2. to assure an absolute return with an additional upside potential.
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NO
present an alternating portfolio strat where we switch trading on Alpha Only or Alpha + Beta depending on the market condition
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Client Type 3.
This young client wants to make as much profit possible with us knowing that XN Capital is well known of its risk management capability i.e. expects +20% annual avg. return with minimum exposure to the downside. Present the Alpha+Beta Top 5 symbols from the Bucket 2
NO
Present Top 3 symbols from the Bucket 2 from the Alpha+Beta strat while if we once hit the targeted performance switch to Alpha Only start for additional alpha exposure
i.e. Top 3 symbols from the Bucket 2 has an expected +50% average avg. return. Once we hit the +20% profitability, switch to Alpha Only start for 7% additional absolute return for an additional alpha.
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Client Type 4.
Wants to make consistent profit avoiding getting exposed to the market downside i.e. beat the market by 5% + consistently. Present the Alpha Strategy which outperforms the market by 5% in Absolute Return
NO
Present a cocktail of strategies from Alpha Only to Alpha + Beta to match what client is looking for
i.e. mix with Alpha Only strat with Alpha+Beta strat Bucket 2. to assure an absolute return with an additional upside potential.
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Client Type 5.
Wants to make consistent profit avoiding getting exposed to the market downside i.e. beat the market by 5% + consistently. Present the Alpha Strategy which outperforms the market by 5% in Absolute Return
NO
Present a cocktail of strategies from Alpha Only to Alpha + Beta to match what client is looking for
i.e. mix with Alpha Only strat with Alpha+Beta strat Bucket 2. to assure an absolute return with an additional upside potential.
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Client Type 6.
Wants to make consistent profit avoiding getting exposed to the market downside i.e. beat the market by 5% + consistently. Present the Alpha Strategy which outperforms the market by 5% in Absolute Return
NO
Present a cocktail of strategies from Alpha Only to Alpha + Beta to match what client is looking for
i.e. mix with Alpha Only strat with Alpha+Beta strat Bucket 2. to assure an absolute return with an additional upside potential.
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Client Type 7.
Wants to make consistent profit avoiding getting exposed to the market downside i.e. beat the market by 5% + consistently. Present the Alpha Strategy which outperforms the market by 5% in Absolute Return
NO
Present a cocktail of strategies from Alpha Only to Alpha + Beta to match what client is looking for
i.e. mix with Alpha Only strat with Alpha+Beta strat Bucket 2. to assure an absolute return with an additional upside potential.
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Description:
YES. Client knows which specific symbol(s) to trade.
NO. Client doesn't know the specific risk parameter.
NO. Client doesn't know the specific profit target.
Description:
NO. Client doesn't know which specific symbol(s) to trade.
YES. Client knows the specific risk parameter.
NO. Client doesn't know the specific profit target.
Description:
NO. Client doesn't know which specific symbol(s) to trade.
NO. Client doesn't know the specific risk parameter.
YES. Client knows the specific profit target.
Description:
YES Knows which specific symbol(s) to trade.
YES Knows the specific risk parameter.
NO Doesn't know the specific profit target.
Description:
YES Knows which specific symbol(s) to trade.
NO Doesn't know the specific risk parameter.
YES Knows the specific profit target.
Description:
NO Doesn't knows which specific symbol(s) to trade.
YES Knows the specific risk parameter.
YES Knows the specific profit target.
Description:
YES Knows which specific symbol(s) to trade.
YES Knows the specific risk parameter.
YES Knows the specific profit target.