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China is the new black

Of the 5 portfolio we design and trade, and 35 we design – our China large cap (CLC) far outperforms any other sector and theme funds we cover
Take a look at the graph and numbers below. Note, the recipe of our portfolios are for institutional investors only.
Our approach to fund design is using AI (neural network) in 2 vital places. Design of the weights and in the rebalance process, this concept has proven very valuable.

The statistics ...

It is time for the monthly rebalance of SustainableUSA. November gave a decent result while keeping a low risk.
The result for the month was:  4.87%. which annualized is :58,44%

If you followed the portfolio weights of last month, here are the trades you have to perform in order to revert to the optimal solution:

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5
DEC
2020

0

I could tell you, but then I´d have to kill you! This line from” The Hounds of Baskervilles” featuring Sherlock Holmes is quite relevant in this blog. You will understand why when you take a look at the following graph.

Major points
-Volatility is lower than the SP-500 index
-Return is higher

This combination is normally quite hard to achieve consistently but our ...

The finance industry is going through a period of profound change and disruption.

Technology provides the means for firms to re-imagine the way in which they operate and interact with their customers, suppliers, and employees. One particularly significant area of development is the utilization of artificial intelligence (AI) and machine learning (ML).

The pace of AI application is clearly ...

We released a new awesome tool for websites – a vertical Ticker Widget.

Vertical ticker widget lets you see the price and the change percentage of your financial instrument as well a small representation of the chart. The advantages of this widget are its compact size as well as its informative nature. The visitors of your website will be able to see the price of the instrument and observe the ...