This has been the result of a few months of work, defining and refining my models and trading style, and ultimately seeking to have returns of investments. All the learning over the last 2 years has been paid off, while my small little seed starts to grow, perhaps just a minority.

I am introducing my new fund, just to demonstrate the proven record, rather than to keep it secret. The fund name – MezzoFort Diversified Income Fund.

This is the fund’s description: The fund focuses on building high income and yield for investors and such. It seeks to return a huge 0.5% returns per month, that equates to 6% per year, irregardless of the investors entry and exit points. The fund diversifies to a few highest paying industry, including REIT, Energy and other high cash flow funds of funds, with its our own unique investment selection and strategy

Currently its NAV is a small $900, I hope to grow it till $15,000 by the end of year 2010. As the description claims, the strategy has more or less been fixed and locked like this. Very few trades are done, while the ROI has to be maintained. The aim is to have a stable yet income giving, so as to meet the objectives of 1) Yielding higher than bank interest rates, 2) Allows investors to invest without the need for long term lock ups (which is what I hate most)

This fund will have its strategy separated from one of my other fund, that will be introduced later. That will be completely opposed of this, and it will be described in details further.

My blog will start to post its Monthly Performance of this fund, while keeping the positions undisclosed. I will not disclose any positions or strategies included here on this blog, but the build up of these funds requires some of the skills discussed here.

More details of this fund will be written as a fund fact sheet, soon.

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The markets are being volatile this month and previous month, where the CBOE VIX Volatility Index went way above its usual mark to over 30 points.

That was when portfolios should be having some kind of balance, hedging with some strategies so we can minimize the great pluinge on Long positions. In fact if you manage to pull it off well, protecting the Long side equities positions with some Shorts, minimizing to a lost of 0% or greater, that would make your fund very attractive.

With the CBOE VIX index down to below 30, we see a shift in portfolios. Currently this is my current portfolio:

35% Long-Term Equity (6mth – 1yr)
10% Short-Term Equity (1-3mth)
55% High Yield/growth stocks

In fact I should retain a 10% cash in my portfolio, but instead I went all in to be invested 100%. The 55% of dividend Long positions should cover me some of the loses taken during May where I liquidated some of my positions.

If by mid June the market volatility drops, I am looking at lowering the Yields and Short term term while putting more at the Long terms. Staying at cash is a good idea, for the markets can once again go into volatile and mixed mindset again. That’s when Shorts and Hedging strategies will take place again.

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Managemoneyonline.com is a website, a blog that I have created to write down my ideas and experience I have encountered. These serve as a track record for me and myself and for everyone else to learn. Trading and investments is a difficult tasks.

I lost quite a few grands, about $9,000 for my first year of noobish trading. That was after the 2008 financial crisis and it was some bull run to 2010, but I still lost. While I am trying to learn “everything”, yes you heard it, everything about trading and investments, I will jot down some of my experiences, and strategies as well.

Well the main key words for this site, manage money, already tells you that I am all about managing money. Afterall, no matter how daring and how much risk profile you want to take, Wall street, or the stocks market is just a random reactions of ups and downs. No repeated patterns no nothing, because if there is, even a 3 year old kid could understand.

With that bad experience, I’ve went deeper and deeper into this art or science. On the second year of my trading, I started building a small portfolio, instead of blindly trading. Reading up and understanding even more detailed into investment banks, financial institutions and hedge funds, I wanted to do what the big guys are doing.

While I go about managing my small little portfolio, hoping to beat the market and growing equity, by measuring my performance with the general market / hedge funds. With strategies such as statistical arbitrage, law of one price, portfolio rebalancing and management, risk management, long/short equities, high income stocks and dividends, and other strategies that I’ve tried, this is the outcome of a true results of a trader who trades his own personal account.

I hope I am able to grow my own funds through this never ending, tiring process of seeking The Truth, the Alpha.

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