Welcome to equily insights & resources.

Here you will find everything you need to ‘power up’ your portfolio.

Simple complexity portfolio with 5 investments – 60% reward.

We dive into the Tyler Golden Butterfly portfolio to show you how it is possible to squeeze up to 60% more returns compared to a Buy-and-Hold strategy with only a marginal increased volatility (0.2%).

High complexity multi-asset portfolio with 41 investments – 246% reward.

n this article we will show you how using equily’s ‘Portfolio Power-Up’ tools, we squeezed an additional 243% more returns, for less volatility (0.3%) than a Buy-and-Hold strategy.

Famous Investor portfolio: Ray Dalio – 60% reward.

In this article we’ll unpack Ray Dalio’s All Weather Fund, a diversified asset allocation mix that took Ray and his team at Bridgewater Associates around 25 years research to discover. The All Weather fund is designed to do well regardless of macro-economic conditions, which we think it’s probably as useful today as it was when it emerged in 1996.

Part 1: Basic Investment Principles

If you are new to investing, you are in the right place. In this series, Helen Lawton, one of equily's co-founders, outlines some basic principles she followed when she began her investment journey.

Part 2: What Can You Invest In? An Overview of Asset Classes

Interested in getting a basic understanding of asset classes? In this article Helen Lawton, one of equily's co-founders breaks down asset classes, to give an overview of what assets can be used to create a diversified portfolio.

Part 3: Buying Individual Securities vs Types of Funds

If you are new to investing, you are in the right place. In this series, Helen Lawton, one of equily's co-founders, outlines some basic principles she followed when she began her investment journey.

Part 4: Building Your Investment Portfolio

There are many approaches you can take when building a portfolio. In this article Helen Lawton, one of equily’s co-founders what she considers the main ones, including a detailed breakdown of the benefits of re-balancing.

Part 5: Costs of Investing

Here equily co-founder Helen Lawton, reviews some the academic theories which underpin some of the methodologies advocated at equily.

Part 6: Academic Evidence on Active vs Passive Investing

Here equily co-founder Helen Lawton, reviews some the academic theories which underpin some of the methodologies advocated at equily.

1.0 How to build your model portfolio in equily

Part of our onboarding series, in this video our co-founder Ian McCaw, demonstrates how to build a model portfolio within equily.

2.0 How to optimize your portfolio and create a back test strategy

Part of our onboarding series, in this video our co-founder Ian McCaw, demonstrates how to begin optimizing your model portfolio within equily.

2.1 How to back test and analyze the results

Part of our onboarding series, in this video our co-founder Ian McCaw, demonstrates demonstrates how to run a back test and analyze the result within equily.

2.2 How to modify your portfolio allocation and then re-test

Part of our onboarding series, in this video our co-founder Ian McCaw, demonstrates how to modify your allocation and then re test within equily.

2.3 How to run additional back tests and compare the results

Part of our onboarding series, in this video our co-founder Ian McCaw, demonstrates demonstrates how to run additional back test and compare results within equily.

2.4 How to duplicate allocations

Part of our onboarding series, in this video our co-founder Ian McCaw, demonstrates demonstrates how to easily duplicate allocations within equily.