Historical Performance

Subscribe to our stock ideas. These ideas are based on our AI Quant model. The following illustration shows the historical returns of our signals in two formats - Portfolio A and Portfolio B

In Portfolio A, the investor opens a trade with each new stock idea blog post and closes the position once it reaches its fair value price target, before rolling over the proceeds into a new signal trade. The process is repeated over time and this results in very high returns and losses. For example, in 2021, the backtested track record of the portfolio showed a 96% gain while the strategy lost 6.4% over the first three months of 2024.

In Portfolio B, the investor follows the signals and diversifies the allocation into seven stocks. Think of Portfolio B as a fund of funds with seven different Portfolio A’s. Proceeds are rolled over with each new signal. This is a weighted investment approach and the diversification leads to more stable portfolio gains and losses.

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Disclaimer:

This publication is an illustration only. It does not form part of any offer or recommendation, or have any regard to the investment objectives, financial situation or needs of any specific person. Before committing to an investment, please seek advice from a financial or other professional adviser.