Creating Your Own ATA Portfolio

1) Download and open this spreadsheet

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Instructions start in section 3 or contact me and I’ll walk you through it.

2) Automated Trading Accounts (ATAs)

Stock Index
Web-page Mini-mum Start Date Average Per Year Max-Draw 2019 2020
GSI 300K 2011 63.01% -23.72% 74.81% 104.48%
CFD-NC 50K 2015 94.28% -33.99% 105.66% 45.41%
S&P-NC 35K 2011 106.28% -54.45% 127.80% 83.30%
S&P-C 35K 2007 76.62% -43.54% 71.34% -14.39%
SP-CD 25K 2010 110.07% -35.43% 84.57% 69.90%
SPM-NC 12.5K 2011 96.50% -53.31% 100.76% 74.39%
Metals
Web-page Mini-mum Start Date Average Per Year Max-Draw 2019 2020
M-CS 50K 2010 124.32 -32.76% 133.37 105.90%
GC-C 35K 2005 70.05% -35.12% 87.37% -20.17%
GC-NC 30K 2009 100.48% -39.68% 203.29% -20.93%
MM-NC 20K 2013 100.20% -36.91% 105.37% 52.26%
GC-CD 20K 2010 85.77% -30.84% 118.76% 25.05%
GCM-NC 12.5K 2009 75.27% -45.78% 161.41% -36.23%
Forex
Web-page Mini-mum Start Date Average Per Year Max-Draw 2019 2020
FX-C 100K 2007 71.23% -25.07% 11.15% 2.60%
EUR-X 50K 2013 84.87% -33.99% 49.27% 21.46%
FX-C 2X 50K 2007 142.45% -50.14% 22.34% 5.19%
FX-NC 25K 2012 89.22% -51.89% 61.21% 29.55%
FX-CA 25K 2007 121.60% -54.85% 10.82% 11.31%
EUR-XM 12.5k 2015 69.51% -35.70% 35.83% 25.69%
Interest Rates
Web-page Mini-mum Start Date Average Per Year Max-Draw 2019 2020
3M-FF 12.5K 2014 87.41% -49.48% 55.99% 11.76%
Open an account Disclosure Closed to new accounts

3) Cells B3-B-19 list the Automated Trading Accounts (ATAs).

4) In C3 – C19 enter any number of units traded per ATA.

5) This chart shows each individual program’s net contribution to overall performance.

6) C20 -C30 combined net performance summary.

7)  The bar chart at the bottom shows monthly combined net performance.

8) Combined monthly and annual net performance.

9) Monthly and annual net performance for each individual program.

10) About Automated Trading Accounts (ATAs)

Automated Trading Accounts (ATAs) What They Are & How They Work
The ATA Fee Structure 
Defining Overall Risk For Your ATA Account 
Exchanges Traded 
Brokerage Firms 
How Balances Are Guaranteed Plus or Minus Trading Activity 

11) Account minimums USD or major currency equivalent

Futures, Forex  & CFD ATAs, $7,500 to $250,000 (open to all investors)
Stocks & ETF ATAs, $100,000 to $2,500,000 (open to all investors)
CTA & Hedge Funds $250,000 to $10,000,000 (must be a QEP)

How To Open An Account

Contact me me with any questions.

Regards,
Peter Knight Advisor

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Asset Investment Management

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