November/24 Alpha Hedge AI Algo Portfolio Rebalancing
Monthly Portfolio Allocation Overview
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November/24 Alpha Hedge AI Algo Portfolio Rebalancing
Monthly Portfolio Allocation Overview
U.S. Equities
The S&P 500 index has reached new highs despite heightened election tensions and escalating conflicts in the Middle East. U.S. large-cap growth stocks have led performance, with nearly all sectors showing strength in 2024.
While overall market volatility remains high, the Alpha Hedge Portfolio has stayed relatively stable due to our moderate allocation since August. U.S. equity allocations will remain unchanged in November.
In October, the S&P 500 remained in Phase 4 of the Market Cycle, as analyzed by the Alpha Hedge AI-Algorithm.
In October, the S&P 500 kept Its Phase 4 of the Market Cycle.
U.S. Fixed Income
We will also maintain our position in Fixed Income through the floating rate strategy. This strategy provides interest payments that adjust with short-term interest rates, making it a lower-risk, income-generating option when rates rise.
This approach is appealing to investors seeking inflation protection and stable income without the price volatility typical of fixed-rate bonds. Our fixed income allocation offers regular income while maintaining high liquidity and safety, as it is backed by the U.S. government.
The Alpha Hedge Portfolio will remain in RISK-ON MODE.
Alpha Hedge Portfolio Result October/2024
09/17/2021 to 11/01/2024
Alpha Hedge Portfolio Result October/2024: -1.3%
Alpha Hedge Portfolio Result 2024: +15.8%
Since we publicly shared the evolution of our portfolio, the Alpha Hedge Portfolio has grown significantly, with its value reaching $69,661 from the original investment of $50,000, a 38.9% gain since September, 17, 2021 (date we public shared publicly the evolution of our portfolio and considering typical broker commission and platform subscription).
The S&P 500 had a gain of 24.4% in the same period.
After analyzing the performance of the Alpha Hedge Portfolio, here are the key takeaways:
Annual Return (Compounded): The Alpha Hedge Portfolio has achieved 11.2% compounded annual return since its inception on September 17, 2021.
Win Trades and Win Months: The portfolio has a win rate of 53.6% in trades and 56.4% in profitable months.
Profit Factor: The portfolio boasts a profit factor of 4.0:1, which means the gains are 4 times the losses.
Correlation with S&P 500: With a correlation of 0.165 to the S&P 500, the portfolio exhibits low correlation, indicating its potential as a diversification tool within a broader investment strategy.
Sharpe and Sortino Ratios: The Sharpe Ratio of 0.61 and Sortino Ratio of 0.86 reflect the portfolio's risk-adjusted returns.
Beta and Alpha: The portfolio's beta of 0.12 suggests low market sensitivity, while an alpha of 0.02 indicates its ability to generate excess returns above the market benchmark.
Max Drawdown: The portfolio experienced a maximum drawdown of 21.7%.
Understanding the Collective2 Portfolio
The Collective2 Portfolio was established on September 17, 2021, with an initial investment of $50,000 to ensure confidence in the presented results. This Platform allows our Premium Subscribers to access the Alpha Hedge Portfolio in real-time and join us on our journey to increase our portfolio tenfold within a decade.
⚠️*We execute the Alpha Hedge Strategy in a Real-Life Brokerage Account with Interactive Brokers integrated with the Platform Collective2, a U.S. regulated company based in New York.
This way, to ensure confidence in the presented results, we enable Premium Subscribers access to our positions in real time.
Alpha Hedge Portfolio Historical Data
2013 to 11/01/2024
In 2021, the Alpha Hedge Portfolio increased 10x, yielding a 967% return on the initial investment. This was achieved without any new contributions or withdrawals, with profits reinvested and dividends excluded throughout the period.
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