AInvest · investment strategy
by AInvest
It is an energy-transition portfolio investing in renewable power, grid infrastructure, and nuclear energy.
Description from AInvest
of the return and risk figures:calculated by us from AInvest’s daily returns (its own figures are under Backtest)
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
No rules extracted from this strategy’s text yet.
7 positions as of 2026-10-01
by the source.
Fitted to 252 returns (backtest) from 2025-10-24 to 2026-10-26. An estimate, not holdings: it can't name stocks.
· : 0.37 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.06 (90%: 0.02 to 0.13)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
2.9% of weight in (IVV: 3.0%) · stated: less fossil fuel
7 funds (SEC N-PORT, as of 2026-05-31)
A stated fossil-fuel rule, but the holdings are close to IVV. : 89% · 2026-10-01
0.0% of weight in (SPY: 0%)
Neither stated nor held. : 94% · 2026-10-01
Strategies that share its Thematic label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
Interactive Advisors
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
1 missing
The text the rules are quoted from, with where it came from.
It is an energy-transition portfolio investing in renewable power, grid infrastructure, and nuclear energy.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equities, fixed income | 2026-10-28 | |
| Investment purpose (AInvest) | inflation-hedging, long-term-wealth-accumulation | 2026-10-28 | |
| Section on AInvest's ETF portfolio page | Thematic | 2026-10-28 | |
| Tags (AInvest) | balanced, thematic | 2026-10-28 |
| Rebalance frequency | monthly | 2026-10-28 |
| Minimum investment | $100 | 2026-10-28 |
| Equity region weights (AInvest) | Asia: 1.2% · Europe: 4.4% · Australasia: 1.5% · Latin America: 1.3% · North America: 91.7% | 2026-10-28 | |
| Equity sector weights (AInvest) | Energy: 3.3% · Utilities: 28.7% · Healthcare: 25.4% · Technology: 0.0% · Industrials: 7.2% · Real Estate: 1.6% · Basic Materials: 0.2% · Consumer Cyclical: 0.8% · Consumer Defensive: 29.8% · Financial Services: 2.9% · Communication Services: 0.0% | 2026-10-28 |
| Best and worst calendar year (AInvest) | best: [object Object] · worst: [object Object] | 2026-10-28 | |
| Return, backtest period (annualized) (backtest) | 7.45% | 2026-10-28 | |
| Return, last 30 days (backtest) | 3.08% | 2026-10-26 | |
| Return, last 365 days (backtest) | 2.44% | 2026-10-26 | |
| Return, last 90 days (backtest) | 0.05% | 2026-10-26 | |
| Return, whole backtest (annualized) (backtest) | 8.17% | 2026-10-26 | |
| Return, whole backtest (cumulative) (backtest) | 84.72% | 2026-10-26 | |
| Return, year to date (backtest) | 3.31% | 2026-10-26 |
| Maximum drawdown period (AInvest) | peak: 2020-01 · months: 2 · trough: 2020-03 | 2026-10-28 | |
| Maximum drawdown, backtest period (backtest) | -21.78% | 2026-10-28 | |
| Maximum drawdown, whole backtest (backtest) | -33.03% | 2026-10-26 | |
| Sharpe ratio, backtest period (backtest) | 0.18 | 2026-10-28 | |
| Sharpe ratio, whole backtest (backtest) | 0.42 | 2026-10-26 | |
| Sortino ratio, whole backtest (backtest) | 0.58 | 2026-10-26 | |
| Volatility, whole backtest (backtest) | 14.58% | 2026-10-26 |
| Risk tolerance (AInvest) | moderate-aggressive | 2026-10-28 | |
| Risk tolerance 1-5 (AInvest) | 4 | 2026-10-28 |
| AInvest cost score (0-100) | 47 | 2026-10-28 | |
| AInvest diversification score (0-100) | 56 | 2026-10-28 | |
| AInvest momentum score (0-100) | 83 | 2026-10-28 | |
| AInvest overall score (0-100) | 61 | 2026-10-28 | |
| AInvest return score (0-100) | 41 | 2026-10-28 | |
| AInvest risk score (0-100) | 88 | 2026-10-28 |
Collective2