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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.

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ML10 S&P 500

aisot equity portfolio


Short-term momentum, volatility control and diversification

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. 

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The aisot AI/ML S&P 500 strategy combines elements of momentum investing and AI forecasting. Key characteristics include:

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

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.

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

Investment Thesis


The strategy seeks to provide dynamic exposure to basic investment factors. Certain causes or conditions may affect the returns to these basic investment factors. AI might possess the capability to detect data patterns that elude human observation, and consistently grasp the associations between factors and these triggers or circumstances.


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)

ml10 industry distribution 22-23

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Factsheet Jan 2024

Clients & Partners

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