ML10 S&P 500
aisot equity portfolio
The aisot ML S&P 500 strategy aims to provide investors with long-term capital appreciation by utilizing a proprietary artificial intelligence (AI) system to create a portfolio which focuses on short-term momentum, volatility control and diversification of companies in the S&P 500 index.
1. Weekly top 10 forecasted titles from our AI Insights Platform
aisot uses machine learning algorithms and historical and real-time data to identify relevant features and patterns in stock price movements, enabling it to make short-term momentum forecasts and construct portfolios of securities with the highest predicted momentum.
2. Risk overlay
Variance optimization is performed over the subset of top ranked titles from AI Insights platform to produce equal dollar amount allocation for 10 titles, which promotes diversification and reduces concentration risk.
Sector risk overlay
The strategy employs a sector risk overlay, which means it diversifies its holdings across different industry sectors. This diversification helps mitigate risk by reducing exposure to a specific sector's performance and potential market shocks affecting that sector.
3. Long-only portfolio of companies in the S&P 500
Provides investors with exposure to a broad cross-section of the U.S. economy.
4. Always 100% invested in stocks
Offers the potential for high long-term returns and acts as an inflation hedge.
5. Weekly rebalancing on Fridays at market open
Inception date: January 06, 2021
Quarter end as of 6/30/2023
|3 months||YTD||Since inception|
aisot AI/ML 10 S&P 500
Sector Distribution (since inception)
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