Investment Portfolio

About me

My name is Vincenzo Stefanini.

I’m the Founder of Osom One, a Digital Agency.
We create websites for companies and individuals.

In addition to my passion for technology and everything related to the web, in the past years, I’ve been interested in learning more about investing and trading, so I studied and I have attended professional courses where I have learned different strategies that can work on any type of market.

I have been awarded the “CISI Level 3 Certificate in Wealth & Investment Management“.
The qualification ensures that I understand the range of assets and investment products that are available in the market and find appropriate solutions to meet the investment, retirement and protection planning needs of my clients.

I believe is very important to take control of our finances, especially during a period of uncertainties like the one we are living in right now.

I also believe that passive income is the key to reaching financial independence.

I have been investing and trading for the past 6 years and my performances have improved significantly over time.

Passive Income

Passive income is income that requires little to no effort to earn and maintain.

Investing is one example of passive income.

Passive income can be a great way to help you generate extra cash flow, especially during periods of uncertainties or financial crises like the one we are experiencing right now.

With passive income, you can have money coming in addition to your primary job (or business) and it can give you extra security.

Portfolio's Performance (ROI)

In 2020, my investment portfolio has performed really well, despite the period of uncertainty and volatility in the market.
My annual performance has been more than 218%, which means that I have more than tripled (3.1x) my initial investment.
Imagine for example to triple your money, from $10,000 to $30,000 or from $100,000 to $300,000.
It’s an amazing result, especially if you consider that the average return of the stock market is about 8% per year.
It has been my best year, so far.

In 2021, I have made over 170% profit, which means that I have more than doubled (2.7x) my investment.

Last year, in 2022, my portfolio had a negative performance (-30%), but this is normal because the whole market dropped. My portfolio went down much less than the overall crypto market.

In 2023, this year, so far, my portfolio is in profit by around 3.34%.

In the last 2 years, my portfolio has made about 94% profit.

As you can see from the past, some months/years are positive and others are negative, because the market moves up and down, but in the long term I am always making a profit.

cannot guarantee a fixed return and also past performances are not an indication of future results.

For this reason, I suggest always investing for the long term (more than 2 years).

Copy my portfolio automatically

Why am I showing you my results? Well, because there is a way for you to make the same results in an automatic way!

  • You don’t need investing or trading skills (you don’t need to pay thousands for a professional trading course, as I did)
  • You don’t need to install any software (this is NOT an automatic trading BOT)
  • You don’t need to spend time every day managing your trades (as I do)
  • This is not a get rich quick scheme
  • This is perfectly legal
  • I don’t take your money, the money is deposited on the trading platform and I don’t have direct access to your money
  • This is not a network marketing system

How is that possible then?

A broker allows people to automatically copy all the trades of a professional trader and then replicate their results.

This works 24/7 (so basically even when you sleep or eat, or work or you are on holiday for example).

I know it sounds like a dream but it’s actually possible!

Portfolio's Allocation

The portfolio’s asset allocation and exposure might change over time, depending on the market conditions, because it’s rebalanced periodically.

The current allocation of my portfolio is as follows:

  • 62% Invested in the market (see next paragraph for more details)
  • 38% Cash in balance (not invested yet, but planning to do it)

The large amount of cash in balance is used to reduce the portfolio’s risk and volatility during specific periods, but it’s a temporary situation.

They will be used at the right time or for short-term trading operations.

Portfolio's Asset Exposure

The current asset exposure of my portfolio is as follows:

  • 60% Cryptos
  • 40% ETFs

However, the majority of the portfolio funds will be invested mainly in cryptocurrencies and the remaining in ETFs (stocks and commodities) in the future.

The percentages indicated refer to the portion of the funds invested, excluding the funds not invested.

I decided to invest mainly in cryptocurrencies because they are very volatile and therefore the potential return is much higher than stocks. However, this means a higher risk. Therefore, this type of investment portfolio is not ideal for everyone, but only for people willing to take a risk in order to make a much higher return. Also, this type of investment works better for the long term (more than 2 years), because there is time to recover a potential loss and is possible to multiply your money over time thanks to the compounding effect.

Portfolio's Risk Score

The current risk score of my portfolio is 4 out of 10, which is low.

The risk score represents the volatility of the portfolio.

A risk score of 4 means that the portfolio’s volatility is 2.7%.

Risk Score
Volatility

Statistics

Elite Popular Investor

profit in the last 2 years
Copiers
Assets Under Copy
Followers

Investment Strategy

Investment method

I use fundamental and technical analysis.

Strategy type

My investment strategy is for long-term growth: increase capital and minimize the downside.

My portfolio is structured to take advantage and grow, but also protect the capital during a financial crisis and a global recession.

Asset Class

I invest mainly in cryptocurrencies like Bitcoin and Ethereum.

I like to have in my portfolio also some stocks ETFs, specifically related to the NASDAQ (tech companies).

I edge my portfolio with metals such as gold and silver, especially during periods of uncertainty.

Geographic focus

The majority of my assets are correlated to the US financial market.

Investment period

I recommend investing in my portfolio for the medium to long term period, from 1 to 3 years, at least.

My portfolio has been active since October 2017 (more than 5 years).

Investment tools

I use multiple tools for technical analysis, such as TradingView for drawing and analysing charts.

Minimum Investment

The minimum amount required by the broker is 200 USD, but I suggest investing at least 2000 USD, in order to get a better return.

Anyway, it’s possible to increase the capital invested at any time. I actually suggest adding new funds every month, in order to benefit from new positions (this is what I do).

I also suggest keeping the capital invested for at least 2 years. However, the capital can be disinvested and withdrawn at any time.

I recommend investing only the money that you don’t need for your necessities.

You can deposit and withdraw the capital in any currency (euro, pound, dollar, etc), but the capital will always be converted into USD (dollars).

You can deposit via bank transfer or debit/credit card or via Paypal.

Requirements to start

Capital

to invest ready on your bank account or card

Copy of your ID

A copy of your ID (like a passport or driving licence)

Proof of address

A copy of a proof of address (like a bill or a bank statement)

Video presentation

Crypto Investing Risk Warning

Crypto assets are highly volatile. Your capital is at risk.
Don’t invest unless you’re prepared to lose all the money you invest.
This is a high-risk investment, and you should not expect to be protected if something goes wrong.

Read the full disclaimer