An equally weighted selection of the top 5 publicly traded companies working on AI, algorithmically rebalanced weekly at the beginning of the week split equally between publicly traded companies, bond ETFs, inverse ETFs, and commodity ETF instruments with the goal to reduce drawdowns under certain market conditions while capturing AI momentum.
Fund
0.00%
vs
Benchmark
0.00%
Strategy performance coming soon!
Check back later to see how this strategy has performed over time in real client accounts.
10/23/202410/23/2024
* 1-year, 5-year, and 10-year performance shown below is a rolling measure, dynamically updated weekly. For example, 1-year performance reflects returns over the last 365 days, measured from the right-most datapoint in graph. Since inception reflects returns from left-most datapoint on graph.
** Performance data is calculated using the average returns of all accounts with more than $100 invested in this strategy.
When this fund underperforms
When this fund outperforms
Fund Holdings
Fund details
Stats
2.60/5
Risk score
Max draw down (of range)
Daily Sharpe (of range)
Daily Volatility (of range)
Monthly Volatility (of range)
0.00%
Correlation to SPY (total)
N/A
1-year performance
N/A
5-year performance
N/A
10-year performance
0.00%
Inception performance
Description
This is a basket of equally weighted holding of the top 5 public companies working on AI based on momentum, rebalanced weekly. During market downturns this algorithm may shift to other assets with the goal of attenuating drawdowns.
Key Considerations
This portfolio was co-created with our partner, Statis Fund, an emerging hedge fund.
The use of leveraged and inverse ETFs in the description can amplify returns but also increase risk due to their higher volatility.