AInvest · investment strategy
by AInvest
It is an AI-driven medium-term ETF rotation portfolio that adapts to macro regimes across growth, defensive, and alternative assets.
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.
2 positions as of 2026-10-28
by the source.
Fitted to 252 returns (backtest) from 2025-09-30 to 2026-09-30. An estimate, not holdings: it can't name stocks.
· : 0.25 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.87 (90%: 0.60 to 1.12)
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.
0.3% of weight in (IVV: 3.0%)
2 funds (SEC N-PORT, as of 2026-05-31) · : QQQ via QQQM
No stated fossil-fuel rule; the exposure is shown for reference. : 98% · 2026-10-28
0.0% of weight in (SPY: 0%)
Neither stated nor held. : 100% · 2026-10-28
Strategies that share its AI / ML-driven label, from other sources first, strongest risk-adjusted return first.
Collective2
Composer Technologies · Composer
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.
2 missing
The text the rules are quoted from, with where it came from.
It is an AI-driven medium-term ETF rotation portfolio that adapts to macro regimes across growth, defensive, and alternative assets.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equities | 2026-10-28 | |
| Investment purpose (AInvest) | active-trading-tactical-allocation | 2026-10-28 | |
| Section on AInvest's ETF portfolio page | Popular | 2026-10-28 | |
| Tags (AInvest) | aime select, growth | 2026-10-28 |
| Rebalance frequency | daily | 2026-10-28 |
| Minimum investment | $100 | 2026-10-28 |
| Equity region weights (AInvest) | Asia: 0.3% · Europe: 0.5% · Latin America: 0.3% · North America: 98.9% | 2026-10-28 | |
| Equity sector weights (AInvest) | Energy: 0.2% · Utilities: 0.5% · Healthcare: 2.2% · Technology: 78.9% · Industrials: 2.6% · Basic Materials: 0.5% · Consumer Cyclical: 5.5% · Consumer Defensive: 3.2% · Financial Services: 0.1% · Communication Services: 6.2% | 2026-10-28 |
| Best and worst calendar year (AInvest) | best: [object Object] · worst: [object Object] | 2026-10-28 | |
| Return, backtest period (annualized) (backtest) | 33.12% | 2026-10-28 | |
| Return, last 30 days (backtest) | 6.06% | 2026-09-30 | |
| Return, last 365 days (backtest) | 23.58% | 2026-09-30 | |
| Return, last 90 days (backtest) | 3.96% | 2026-09-30 | |
| Return, whole backtest (annualized) (backtest) | 33.52% | 2026-09-30 | |
| Return, whole backtest (cumulative) (backtest) | 840.09% | 2026-09-30 | |
| Return, year to date (backtest) | 18.21% | 2026-09-30 |
| Maximum drawdown period (AInvest) | peak: 2021-12 · months: 10 · trough: 2022-10 | 2026-10-28 | |
| Maximum drawdown, backtest period (backtest) | -18.22% | 2026-10-28 | |
| Maximum drawdown, whole backtest (backtest) | -21.73% | 2026-09-30 | |
| Sharpe ratio, backtest period (backtest) | 1.34 | 2026-10-28 | |
| Sharpe ratio, whole backtest (backtest) | 1.23 | 2026-09-30 | |
| Sortino ratio, whole backtest (backtest) | 1.75 | 2026-09-30 | |
| Volatility, whole backtest (backtest) | 23.55% | 2026-09-30 |
| Risk tolerance (AInvest) | moderate-aggressive | 2026-10-28 | |
| Risk tolerance 1-5 (AInvest) | 4 | 2026-10-28 |
| AInvest cost score (0-100) | 60 | 2026-10-28 | |
| AInvest diversification score (0-100) | 31 | 2026-10-28 | |
| AInvest momentum score (0-100) | 44 | 2026-10-28 | |
| AInvest overall score (0-100) | 77 | 2026-10-28 | |
| AInvest return score (0-100) | 98 | 2026-10-28 | |
| AInvest risk score (0-100) | 99 | 2026-10-28 |
Collective2
Collective2