The S&P's Volatility Surge: Implications for Investors
Alpha Hedge AI-Algo Portfolio Review: 10/25/24
The S&P's Volatility Surge: Implications for Investors
New York Call
Every business day, we hold a live meeting with our Brazilian clients, called the New York Call, where we analyze the market, our portfolio, and assets on demand. This is an excerpt from the meeting on 10/28/24. Below is an audio file with an automatic English translation.
Audio Automatically Translated to English
Navigating Market Turbulence: What to Expect from the S&P 500
One key indicator that often catches the attention of market analysts is the volatility index. It's important to recognize the broader trend: volatility has been on an upward trajectory.
History suggests that similar patterns in the past have preceded downtrends in major indices, such as the S&P 500, which followed suit approximately five months later. This underscores the importance of maintaining vigilance regarding market fluctuations.
The Rise in Volatility
The recent trend of increasing volatility is a pivotal factor influencing our current investment strategy. To safeguard our portfolio against potential setbacks, we have adopted a conservative stance. With the market's unpredictability, a cautious approach can help mitigate risks associated with sudden market downturns.
In conclusion, the upward trend suggests that its impacts are potentially forthcoming.
By monitoring these indicators and understanding historical parallels, investors can better prepare and adjust their strategies accordingly. Remaining informed and adaptable will be crucial in navigating the future of volatile markets.
Alpha Hedge AI Algo Portfolio Review
The Alpha Hedge AI-Algo Portfolio may contain either 1 Alpha or 1 Hedge Asset at a time, depending on the Cycle of the S&P500.
The tables and graphics below present historical data on the Alpha and Hedge Cycles. The Performance considered Profits reinvested, no contributions, no withdrawals and dividends are excluded.
Alpha Hedge AI-Algo Portfolio Review: 10/25/24
Over the past decade, we developed the Alpha Hedge Algorithm using advanced quantitative methods, machine learning, neural networks, and, more recently, AI to build a portfolio designed to exponentially grow wealth while minimizing risk.
To ensure confidence in our results and uphold our commitment to full transparency, since September 2021, we have shared our performance in real time from a live brokerage account, allowing our clients to track the portfolio’s progress.
Over the past 37 months, the Alpha Hedge AI Algo Portfolio has delivered a total return of 41.9% (CAGR 11.8%), compared to the S&P 500's total return of 26.1% (CAGR 8.0%).
The portfolio is currently up 0.8% this month and has gained 17.9% year-to-date. At a CAGR of 11.8%, the portfolio doubles capital in 6.1 years, whereas the S&P 500, with an 8.0% CAGR, takes 8.9 years to do the same.
The portfolio has experienced a maximum drawdown of 21.7% and has been profitable in 57.1% of its 28 trades, with a profit factor of 4.1.
Why Choose the Alpha Hedge AI-Algo Portfolio?
AI Investment Management: Our AI algorithms continuously adapt to market conditions, mitigating risks associated with unpredictable fluctuations.
Wealth Exponential Expansion: By harnessing AI's predictive capabilities, the portfolio seeks out high-growth opportunities, accelerating your wealth accumulation.
AI Investment Advisor for Tax Optimization: Strategic investment choices are made with tax efficiency in mind, maximizing your net returns.
Transparency: We operate with radical transparency, offering you full visibility into a live brokerage account. Monitor your investments in real-time and see exactly how your assets are managed.
Subscribe now, and let AI work for your financial future.
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