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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.
Frequently Asked Questions
InvestData.AI provides Portfolio Asset Allocation Strategy.
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 22 years (2004-2025) backtesting which cover both up and down periods of the market.
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 day, the system provides a percentage breakdown of the portfolio’s allocation across different asset classes. The allocation is dynamically adjusted based on prevailing market trends. In addition, the platform displays open orders with target prices, enabling timely execution to capture emerging market movements. All updates are available for direct viewing 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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