Reimagine Investment with AI and Data
We’re different. Portfolio asset allocation strategy that delivers consistent results. It's driven by AI and data.
Portfolio asset allocation strategy
The strategy aims for long-term capital growth by applying dynamic asset allocation across a diverse range of asset classes, including Equity ETFs, Commodity ETFs, Bond/Fixed Income ETFs, and Currency ETFs. Positions are established when an asset class demonstrates momentum and a positive trend, and are closed when the trend ends.
The investment horizon is 3-5 years or longer.
Investment decisions are entirely guided by AI and data, eliminating individual discretion in the process.
We offer two portfolio strategies: the Conservative Portfolio for stability and long-term growth, and the Aggressive Portfolio for higher returns with greater risk.
Safeguarding Initial Capital Investment with "SmartEntry"
Our perspective emphasizes that safeguarding the initial investment is the utmost priority. Experiencing a financial setback from the start is something everyone wishes to avoid.
Our platform, equipped with "SmartEntry", identifies investment opportunities in portfolios with a higher likelihood of generating positive returns rather than experiencing a drawdown. This is powered by advanced data analytics and artificial intelligence.
Managing Market Risk
It is vital to recognize the importance of mitigating market risk in the portfolio management. We provide AI-driven forecasts of potential peaks and downturns in the portfolios.
Investors are advised to avoid expanding their investments during these predicted periods. For those concerned with risk, implementing a hedging strategy may be beneficial.
Additionally, our platform monitors trends in the market, illustrating correlation and performance among various asset classes.
Frequently Asked Questions
InvestData.AI provides Portfolio Asset Allocation Strategy, "SmartEntry" indicator and Market Trend Monitoring System.
What types of portfolio asset allocation strategies are available?
InvestData.AI offers two tailored portfolio strategies: the Conservative Portfolio Strategy for risk-averse investors seeking stable returns, and the Aggressive Portfolio Strategy for those aiming for higher returns at an elevated risk level.
What is the past performance of the portfolio strategy?
InvestData.AI's Portfolio Strategy showed better risk-adjusted returns than the S&P 500 over the past 21 years (2004-2024) backtesting which cover both up and down periods of the market.
| Average Return | Volatility | Max Drawdown | Sharpe Ratio | |
|---|---|---|---|---|
| S&P 500 | 9.7% | 16.6% | -56.7% | 0.46 |
| Conservative Portfolio | 10.7% | 7.3% | -12.9% | 1.17 |
| Aggresive Portfolio | 35.3% | 31.1% | -28.5% | 1.05 |
Does the portfolio use leverage?
The conservative portfolio operates without leverage, while the aggressive portfolio uses leverage. When leverage is applied, the model assumes holding costs equivalent to the Federal Reserve interest rate plus an additional 2.5%.
What is the investment universe?
The investment universe comprises Equity ETFs, Commodity ETFs, Bond/Fixed Income ETFs, and Currency ETFs.
Is the Portfolio Asset Allocation Strategy easy to understand?
Yes, each week, the system will provide a percentage breakdown of the current portfolio's allocation across different asset classes. The portfolio automatically adjusts based on market trends, typically updating 3 to 12 times per year. These updates are delivered via email and can also be viewed directly on the platform.
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Contact Us
If you would like to talk to us, please contact us at contact@investdata.ai
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