Portfolio mixer
Pick and choose your favourite stocks, currencies, indices, commodities and treasuries and bring them all together with our portfolio mixer, available on our CFD platform
You can bring products together into the portfolio mixer to create your own customised mix on which you can trade.
Pick and choose your favourite stocks, currencies, indices, commodities and treasuries and bring them all together with our portfolio mixer, available on the CMC Markets platform.
Drag and drop any number of products into the mixer to combine them, choose a weighting for each one and then follow your mix’s performance on a chart. To enhance and refine your mix, change the weightings, add or remove products, or even sell rather than buy, the choice is yours. Compare the past performance of individual products and track your mix over multiple timeframes to see how it reacts to different market conditions. With the portfolio mixer you can create and save any number of new mixes. You’re in control.
Choosing products for your mix
First you need to choose the products that you want to add to the mixer. When starting out it can be useful to search for products that have either outperformed or underperformed the market, the filtering tool within the product library can help you do this. Select your preferred timeframe, then the performance that you’re looking for, and then sort the list by clicking ‘performance’ at the top of the list.
If you want to include any of these products in your mix, just open up the portfolio mixer and drag and drop them into the mix.
Choosing a weighting for your products
Once new products are added they will be allocated a colour, their price performance will be mapped and you will have the ability to change their weightings. A default value of $10,000 is allocated to each mix, but this can be changed easily. To choose and allocate the weighting on each product, just use the coloured slider, type in a percentage or even a specific amount. It’s possible to then lock a product’s weighting by clicking the padlock icon, any subsequent changes in weighting will only affect the remaining unlocked products.
You can view your mix’s performance over multiple timeframes by either selecting a preset timeframe, or by using the handy calendar function to select your preferred time period according to date.
With products that have had big price movements over your chosen timeframe, slight changes in weightings can have a big impact on the mix’s performance.
Performance and flexibility
It’s possible to buy or sell a product when you add it to the mix, this gives great flexibility and opens up some interesting potential strategies. It can be useful not to have all your products positively correlated (their prices move in the same direction) because, if one performs badly, then it’s possible others in the mix will too.
A basic strategy to help you get started is to try and create a mix that has a strong bias in a specific direction that is also relatively stable (low levels of volatility). The benefit of this is that your mix will show a type of performance that could be easier to predict than a mix with huge swings in performance.
With the portfolio mixer you can also compare the price performance of each individual product in the mix, to help you identify the top performers and the poor performers. If you are looking to create a mix that shows exceptional performance, it will be easier to identify the underperformers and then you can either reduce the weighting of those products, or remove them altogether.
Editing your mix
If you want to remove a product from the mixer, click on ‘Edit’ then click the red icon. There is a large number of products that you can add to the mixer, so don’t be afraid to experiment, and remember, you can save as many mixes as you want, just click ‘Save the mix’ and give it a name.
