BTR4Y INDEX FUND

Portfolio

BTR4Y Index Fund: Investment Strategy

Purpose

The investment strategy for the BTR4Y Index Fund (BIF) is designed to maximize returns for investors while ensuring stability, transparency, and sustainable growth for both individual members and the BTR4Y Corporation. By leveraging market expertise, strategic planning, and risk management, the fund aims to provide consistent monthly returns while mitigating potential losses.

Investment Objectives

  1. Consistent Returns: Target monthly returns of 10%-20% or more, based on market conditions and trading opportunities.
  2. Capital Preservation: Employ risk management strategies to minimize exposure to loss.
  3. Transparent Operations: Maintain full transparency through open access to market spreadsheets and detailed reporting.
  4. Corporate Support: Generate a stable income stream for the BTR4Y Corporation through modest profit-sharing.

Core Principles

  1. Diversification: Avoid over-reliance on any single market or asset class. Investments will span various regions, commodities, and trading strategies to reduce risk.
  2. Liquidity Management: Maintain a healthy level of liquid ISK to accommodate withdrawals and capitalize on sudden market opportunities.
  3. Data-Driven Decisions: Utilize advanced market analysis tools and historical data to identify trends and make informed trading decisions.
  4. Accountability: Keep detailed records of all transactions and trading activities, with periodic reports sent to investors.

Strategy Framework

1. Market Analysis and Planning

  • Data Collection: Gather real-time data on market trends, supply and demand, and pricing fluctuations.
  • Strategic Assessment: Evaluate trading opportunities across high-security, low-security and null-security
  • Risk Assessment: Identify potential risks and adjust strategies accordingly.
  • Planning Period: Dedicate the first 5 days of each month to analyze the market and develop a trading plan for the upcoming trading period.

2. Trading Execution

  • Active Trading: Conduct trades from the 6th to the last day of each month, focusing on:
    • Regional market arbitrage.
    • Commodity speculation (e.g., minerals, consumables, modules, or rare items).
    • Buy-and-hold strategies for volatile or high-demand assets.
    • Day trading opportunities to capitalize on short-term market fluctuations.
  • Flexibility: Adapt strategies dynamically based on market conditions and emerging opportunities.
  • Profit Realization: Prioritize the liquidation of assets nearing the end of the trading period to ensure profits are realized and available for dividend payouts.

3. Risk Management

  • Position Sizing: Limit exposure to high-risk investments by capping positions to a percentage of the total fund.
  • Stop-Loss Mechanisms: Set predefined thresholds for cutting losses on underperforming trades.
  • Reserve Allocation: Keep a minimum of 10% of the fund in liquid ISK or PLEX to ensure operational flexibility and withdrawal processing.
  • Fraud Prevention: Restrict new accounts from making withdrawals within the first 30 days to prevent exploitation.

4. Transparency and Reporting

  • Spreadsheets: Provide access to working market spreadsheets for all active investors.
  • End-of-Month Reports: Share detailed profit and loss reports, fund size, and individual account updates via EVE Mail.
  • Snapshot Records: Take a snapshot of the trading sheet at the end of each period for historical analysis and accountability.

Operational Guidelines

  1. Fee Structure:
    • A 10% fee will be deducted from monthly profits to support BTR4Y Corporation operations.
    • The fee applies to all investors, including the CEO, Directors, and Officers.
  2. Dividends:
    • Dividends will be distributed based on each investor’s Fund Equity Percentage (FE%).
    • Payments will be deposited directly into investor accounts at the end of the month.
  3. Withdrawal Policy:
    • Withdrawals are processed within 5 days of request.
    • Investors are advised to avoid withdrawals during trading periods to maximize dividend payouts.
  4. Minimum Investment:
    • Initial minimum investment is set at 5 Billion ISK. Subsequent deposits have no minimum requirements.

Performance Review and Adjustments

  1. Monthly Review:
    • Evaluate the fund’s performance at the end of each trading period.
    • Identify areas of improvement and adjust strategies for the following period.
  2. Annual Assessment:
    • Conduct a comprehensive review of yearly performance, including return consistency, risk management effectiveness, and investor satisfaction.
    • Update operational policies and strategies based on findings.

Investor Communication

  1. Onboarding:
    • Provide new investors with a clear explanation of how the fund operates and what to expect.
  2. Ongoing Updates:
    • Share regular updates about market conditions, fund performance, and upcoming strategies.
  3. Accessibility:
    • Ensure investors can easily contact fund management via Discord or EVE Mail for inquiries or support.

Conclusion

The BTR4Y Index Fund is a structured and transparent investment vehicle aimed at delivering consistent returns for investors while supporting the long-term growth of the BTR4Y Corporation. By adhering to the outlined strategy and principles, the fund seeks to build trust, foster collaboration, and achieve sustainable success in the dynamic EVE Online market environment.