The Cutting Edge Portfolio: 1-Year of Investment Excellence
One year ago, STRATxAI launched the powerful multi–factor `Cutting Edge` Portfolio, it's time to review its performance to-date:
29.7% Return: Strong performance that underscores the power of data & quantitative investing.
Sharpe Ratio of 2.24: Delivering strong risk-adjusted returns, outperforming all major benchmarks except the S&P 500 (2.42).
Low Annualized Volatility (12%): A smoother investment experience compared to other market indices like the Nasdaq-100 (17.5%) or Russell 2000 (21%).
Maximum Drawdown of just -4.6%: Navigating the volatile
market conditions in 2024 and exhibiting stronger downside protection than all the major indices.
Beta (0.6): Another pleasing feature is the low correlation between our portfolio and major indices like S&P 500 (0.6) and Nasdaq-100 (0.4).
The portfolio’s foundation lies in its institutional-grade blended style factor strategy and the portfolio has proven its ability to deliver high performance.... Show More
I just copied and it's falling while all my other investments ( and I have a lot) are rising. Doesn't look good to see this falling when other investments are rising.... Show More
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