Diversifying Copy Trading Portfolio for Safety

 

Diversifying Copy Trading Portfolio for Safety

Copy trading has transformed investing in the Indian stock market by enabling investors who are new to investing or are busy to copy professional investors' trades. However, putting all your money behind a single trader or strategy is not without risk. Therefore, it is crucial to then diversify your copy trading portfolio. Using copy trading software from Combiz Services makes it safe for an investor to spread their exposure, mitigate risks, and protect their capital.

Why Diversification Matters

If you are introducing a single trader (this is called concentration risk), you can be negatively impacted by a single decision, or as a trader may experience a losing streak. By diversifying your copy trading portfolio, you may have investments spread out over numerous traders and strategies, thereby reducing the potential for a large loss while also growing your account consistently.

1. Copy Multiple Traders so That You Can Balance Your Risk

One of the simplest and most effective ways to diversify is to copy trades from multiple expert traders rather than just copying one. Every trader has their own personality and style — one trader may have a long-term trend-following style, while another trader may have a trend-following intraday type of strategy. 

Combining both will provide balance to your portfolio. For instance:

  • A low-risk consistent trader protects your capital.
  • A medium-risk trader may have more growth potential.

Ideally, you want to follow 3-5 traders with different trading styles. Always verify their metrics, win percentage, average profit, and max drawdown (the largest loss from its highest point), prior to selection. This gives you a better understanding of the trader's risk level for your own funds.

2. Diversify In Multiple Market Segments

Even in the Indian stock market, there are multiple segments you can explore - Equities, Nifty, and Bank Nifty Futures & Options. By diversifying in multiple segments, you are not at risk of losing your capital when the market makes a large move in one single segment.

For example:

  • Stocks: Represent stable growth over time.
  • Nifty: Offers exposure to the overall Indian stock market.
  • Bank Nifty: Tracks and represents big banking stock performance and lends itself to active traders.

Combiz Copy Trading Software allows you to connect with the best brokerage houses to diversify across these asset classes.

3. Distribute Your Capital Effectively

Effective distribution of your capital is essential to avoiding risk. Rather than putting all your capital into one trader, distribute based on ratings and past performance.

Here is a simple formula:

  • Don’t exceed investing 20-25% of your capital in a trader.
  • Start with 10-20% of your capital in each trader.
  • Avoid over-diversification — Avoid too many traders because then you may not be able to stay on top of performance.

Combiz Copy Trading Software allows you to set your own multipliers, change the size of the trade, and easily manage your exposure.

4. Continuously Track and Review

Copy trading is not a “set and forget” strategy. Even the best traders experience drawdowns, meaning you must actively observe your portfolio to assess performance and possibly make changes.

Here is what to do:

  • Have stop-loss limits in place: Automatically stop copying if a trader hits a certain loss.
  • Look at performance monthly: Make sure when reviewing the month that all your traders are still working with your current market outlook.
  • Replace underperformers: Don’t wait for the results to improve, if a trader is losing money or just not performing, replace them.

Combiz Copy Trading Software has real-time data for your convenience, and it will be easier to make changes to optimize your trading results.

5. Choose Traders with Proven Records

When you are considering traders to include in your portfolio, you want transparency and consistency. Reliable traders almost always have:

  • A verified trading history for a minimum of 6-12 months.
  • Consistent returns and realistic trading results, with a minimum of volatility.
  • Low drawdown, indicating effective risk management.

Integration with a platform like Combiz allows you to review a trader's performance metrics before following them, ensuring that you make educated and confident decisions.

Conclusion

When trading through copy trading, diversifying your copy trading portfolio isn't just for safety. it's a good investing decision. Combiz Services Copy Trading Software, provided by Combiz Services Pvt. Ltd., provides a great way to copy multiple traders from different top Indian brokers like Zerodha, Angel One, Alice Blue, and Upstox. By using multiple traders across various market segments, you are able to reduce risks, stabilize your returns, and create a much safer trading experience.  

If you want to be smarter and safer with your trading, Copied Traders by Combiz Services Pvt. Ltd. is one of the best copy trading software in India for both novice or experienced traders.

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