Thriving in Volatile Markets
The Cutting-Edge Portfolio is specifically designed to thrive in volatile market environments. This smart portfolio leverages an advanced data and AI-driven approach to maximize return and minimize volatility. It has outperformed major indices such as the Dow, Russell 1000, Russell 2000, Russell 3000, and Nasdaq 100 since its inception in 2023.
Key Performance Metrics:
Impressive Return: 13.91%
High Annualized Sharpe Ratio: 1.7
Low Annualized Volatility: 12%
Low Correlation to Major Benchmarks
Resilience in Market Downturns
High market volatility can impact an investor's ability to maintain their positions, often leading to increased anxiety and impulsive selling. During the recent market drawdowns, the Cutting-Edge portfolio has shown impressive resilience, experiencing a minimal drawdown of only 4.6%, compared to the Nasdaq 100’s and S&P 500’s 13.6% and 8.4% respective declines. The portfolio has high value, quality, and low-vol characteristics, proving to be a robust long-term investment strategy. ... Show More
