Smart Strategy for Portfolio Management
sharpe
ratio
84.21%
win
rate
61.13%
max drawdown
23.07%
compounding
annual return
15.07%
portfolio
turnover
185.65%
This strategy leverages quantitative analysis of fundamental data from a diverse range of small, mid, and large-cap companies, combined with machine learning-driven risk management, to deliver dynamic portfolio optimization and consistent diversification
The core methodology of our portfolio management strategy
Our portfolio management strategy focuses on ranking all companies listed on the market by analyzing over 100 fundamental indicators. These indicators encompass factors such as:
Profitability
Measures a company’s ability to generate earnings relative to its revenue, assets, or equity.
Leverage, Liquidity
Leverage assesses a company’s reliance on debt to finance its operations, while liquidity measures its ability to meet short-term obligations.
Value
Evaluates whether a stock is undervalued or overvalued based on financial metrics like price and intrinsic book values.
Operating Efficiency
Assesses how effectively a company utilizes its resources to generate revenue. Metrics like asset turnover and gross margin reflect operational productivity and cost management.
Market Cap
Represents a company’s total value in the stock market, calculated as the share price multiplied by the total number of outstanding shares. It categorizes companies into small, mid, and large-cap groups.
Cashflow and Sale
Analyzes cash flow to measure the company’s financial health and ability to sustain operations, alongside sales growth to indicate demand trends and revenue performance.
Performance calculated from day of launch November, 08, 2023 until January 16, 2025
Live Trading Performance Overview
How Does it work?
01
Subscribe to a Plan with Email to Receive Weekly Notifications
Stay informed by subscribing to our tailored plans using your email. Each week, you’ll receive expertly curated stock recommendations directly in your inbox, ensuring you never miss an opportunity to optimize your portfolio.
02
Adjust Your Portfolio Based on Our Recommendations
Easily refine your portfolio with our guidance by adding or removing stocks according to the latest weekly picks. Our recommendations are designed to help you align with market trends and maximize potential returns.
03
Enjoy the Growth of Your Portfolio Over Time
Watch your portfolio thrive as you implement our proven strategies. With consistent updates and data-driven insights, experience the steady growth of your investments and work towards achieving your financial goals.
Select a plan to unlock the advanced features
Find one that works for you
Alpha Free
0$Free Plan- Email Weekly Top 25 Stocks Recommendation
- Access Personal Dashboard
- Free Individual Stock Analysis
Alpha Pro
29.99$Every month14 day free trial- Email Weekly Top 10 Stocks Portfolio Recommendation
- Access Weekly Top 100 Stocks
- View Portfolio Holdings
- View Portfolio Weekly Pick History
- View Portfolio Transaction History
- Access Alpha Signals for Intrinsic Value Evaluation
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