Shape your global wealth
with precision and confidence.

We are a private investment fund that allocates
capital to corner-stone of investment world:
S&P 500, commodities and bonds.

Meet Fibonacci Strategy

20%

Targeted return

1.31

Sharpe ratio

-12,92%

Max Drawdown (last year)

fact sheet

Fibonacci Fund

Fibonacci Portfolio is your response to global disruptions. In the face of recent challenges, cultivating a stoic mindset is key. We prioritize risk mitigation while steadily growing your wealth brick by brick. Stoic Mastery comprises the flagship SPX Option Strategy, centered around S&P 500 Index (SPX) options, and the Non-SPX Option Strategy, a trend-following approach focused on bonds and commodities.

Fibonacci Strategy: Combined Model and Live vs. S&P 500 Index (SPX) Performance

Fibonacci Strategy
Annualized Return (last year)

27,00%

Fibonacci Strategy
Annualized Return (4 years average)

29,40%

Fibonacci Strategy
Maximum DD (last year)

-12.98%

Fibonacci Strategy
Average Maximum  DD (4 years)

-7,41%

Sharpe ratio
1.31

Accounting Currency
EUR

Performance Fee
25% with high watermark on quarterly basis

Management Fee
1%

Fund type
open

Underlying Assets of the Fund
stocks, options, CFDs, futures

Broker
Interactive Brokers

Investment Horizon
5 years

Maximum Risk
matching SPX index

Minimum subscription
100,000€

Entry fee
2%

Exit fee
0%

Early Exit Fee
10%

Geographical Area
USA

Primary Exchanges
NYSE, NASDAQ

Locking Time
1 year

Calculation & Reporting
quarterly

Expected Investment Strategy Deployment
2 months

how we do it

Investment strategy

Our strategy is focused on the options trading of SPX instrument. This versatile approach thrives in all uptrend, downtrend and sideways market conditions.

SPX trading

Bond & commodity trading

in development

We choose the right options based on quantitative analysis and current events on the financial market.

Bond & commodity trading does not correlate with stock market.

Non-stop position sizing based on quantitative analysis reduces risk of the highest drawdowns.

We increase profit additionally ranging from 2-15% with same drawdowns.

Active & regular investing to SPX brings 6x (average) better results than buy&hold strategy.

Higher capital is needed to incorporate bond & commodity strategy.

Fibonacci Strategy: Combined Model and Live vs. S&P 500 Index (SPX) Max Drawndowns

main pillars of our work

Values that drive our everyday decisions

Grounded approach

We are stoics. It is inevitable to slow down and sort out what has a long-term perspective to deliver results.

Decision mastery

We constantly develop our decision process. Our judgment proficiency is based on our quantum & technical analysis.

Embracing values

Practicing values is proof of a productive society. We are fully committed to crafting our fundamental analysis of companies and stocks we invest in.

“What is harder than rock?
What is softer than water?
Yet hard rocks are hollowed out by soft water?”
Seneca