The information in this website was prepared by Aisot Technologies AG for information and marketing purposes. However, Aisot Technologies makes no representation or warranty with respect to its contents or completeness and disclaims any liability for loss or damage of any kind incurred directly or indirectly through the use of this document or the information contained herein. All opinions expressed in this document are those of Aisot Technologies at the time of writing and are subject to change without prior notice. Unless otherwise stated, all figures are unaudited. This document is for the information of the recipient only and does not constitute investment advice, an offer or a recommendation to purchase financial instruments and does not release the recipient from his or her own evaluation and judgement. This document is explicitly not intended for persons whose nationality, place of residence or other characteristics prohibit access to such information due to applicable legislation.
Every investment involves risks, particularly those of fluctuations in value and income. Collective investments are volatile and an investment may result in the total loss of the capital invested. Furthermore, performance data does not account for the commissions and costs that may be charged on issue and/or redemption. Furthermore, it cannot be guaranteed that the performance of comparable indices will be achieved or exceeded. A positive performance in the past or the indication of such a performance is no guarantee for a positive performance in the future. Investments in foreign currencies may be subject to currency fluctuations. There is an additional risk that the foreign currency may lose value against the investor's reference currency.
The content provided by aisot is intended solely for natural personas and legal entities that are resident or have their registered office in Switzerland. More particularly, such content and functions are not intended for any person or entity who is subject to jurisdictions which prohibit to publish, supply or access information by aisot (e.g. due to the user's nationality or residence or on other grounds). Persons to whom these restrictions apply are not permitted to access information by aisot.
AI Squared
Swiss AI Meets the Leading U.S. AI Stocks
Transforming Institutional Investment with AI-Powered Strategies
Navigating today's investment landscape
In today's dynamic and unpredictable investment environment, institutional and professional investors encounter significant challenges. The pursuit of consistent returns, effective risk management, and adept market navigation demands not only expertise but also advanced tools. In response to these complexities, aisot introduces the "AI2" portfolio, offering an AI-powered approach to achieving financial success. This cutting-edge investment instrument is designed to meet the sophisticated needs of professional investors, utilizing state-of-the-art AI technologies to redefine portfolio management.
Product description
The AI-Driven High-Growth Portfolio AI Squared (AI2) targets long-term capital appreciation and risk mitigation by investing in the ten leading U.S. AI companies by market cap and leveraging AI, and LLM sentiment analysis for asset allocation and weighting. The portfolio, rebalanced monthly, can hold up to 20% cash to reduce drawdowns and ensure stability during volatile periods.
Demonstrated performance
From January 1, 2021, to June 12, 2024, the AI2 portfolio achieved an annualized return of 42.67%, with an annualized volatility of 22.81%, while the NASDAQ 100 had an annualized return of 12.25% and volatility of 22.72%.
01 January 2021 - Monday, 12 June 2024, back-tested results, net of trading fees
AI2 | NASDAQ 100 | |
Sharpe Ratio A | 1.6729 | 0.6224 |
Sortino Ratio A | 2.6162 | 0.8907 |
Max Drawdown | -0.2377 | -0.3556 |
Annualized Volatility | 0.2281 | 0.2272 |
Annualized Return | 0.4267 | 0.1225 |
Dynamically optimized weights
Historic portfolio composition: 01 January 2021 - 12 June, 2024
Agile & responsive: Utilizing machine learning, quantitative techniques, and the latest LLM sentiment analysis, the certificate's portfolio weights are dynamically optimized. A monthly rebalancing mechanism ensures agility and responsiveness to market shifts, maintaining optimal performance.
Key features
The AI Squared (AI2) portfolio integrates advanced AI technology with leading AI stocks.
1. Investing in AI leaders
Based on the AI leaders in the U.S., the portfolio can include Alphabet, Apple, Microsoft, Nvidia, Oracle, Meta, Tesla, IBM, Amazon, and Broadcom.
2. AI weights
Monthly weights produced based on AI & Quant optimization as well as LLM sentiment analysis.
3. Drawdown management
Up to 20% cash component to mitigate volatility and draw-downs.