Going Beyond Market Performance for three consecutive years
Performance and diversification often seem inseparable. Many portfolios rely on large-scale...
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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.
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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.
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.
Volatility 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.
Provides investors with exposure to a broad cross-section of the U.S. economy.
Offers the potential for high long-term returns and acts as an inflation hedge.
As of January 11, 2024
Inception date: January 06, 2021
|
Year 1 | Year 2 | Year 3 |
aisot AI/ML 10 S&P 500 |
-15.4% | 23.1% | 2.5% |
S&P 500 |
-18.9% | 23.1% | 2.0% |
Sector Distribution (since inception)
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