AInvest · investment strategy
by AInvest
It is an AI-powered short-term tactical ETF portfolio that responds to macro risks using capital flows, momentum, relative strength, and technical signals.
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.
· : 0.00 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.30 (90%: -0.46 to 1.14)
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.
0.0% of weight in (IVV: 3.0%)
1 fund (SEC N-PORT, as of 2026-07-31)
No stated fossil-fuel rule; the exposure is shown for reference. : 99% · 2026-10-28
100.0% of weight in (SPY: 0%)
It holds (or may hold) these, but none of its stated rules mention it. Worth checking the source text. : 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.
1 missing
The text the rules are quoted from, with where it came from.
It is an AI-powered short-term tactical ETF portfolio that responds to macro risks using capital flows, momentum, relative strength, and technical signals.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | alternatives, 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: 7.8% · Europe: 1.5% · North America: 89.6% · Africa/Middle East: 1.1% | 2026-10-28 | |
| Equity sector weights (AInvest) | Technology: 100.0% | 2026-10-28 |
| Best and worst calendar year (AInvest) | best: [object Object] · worst: [object Object] | 2026-10-28 | |
| Return, backtest period (annualized) (backtest) | 138.59% | 2026-10-28 | |
| Return, last 30 days (backtest) | 42.37% | 2026-09-30 | |
| Return, last 365 days (backtest) | 172.40% | 2026-09-30 | |
| Return, last 90 days (backtest) | 39.30% | 2026-09-30 | |
| Return, whole backtest (annualized) (backtest) | 140.81% | 2026-09-30 | |
| Return, whole backtest (cumulative) (backtest) | 91k% | 2026-09-30 | |
| Return, year to date (backtest) | 99.39% | 2026-09-30 |
| Maximum drawdown period (AInvest) | peak: 2019-12 · months: 3 · trough: 2020-03 | 2026-10-28 | |
| Maximum drawdown, backtest period (backtest) | -70.48% | 2026-10-28 | |
| Maximum drawdown, whole backtest (backtest) | -77.89% | 2026-09-30 | |
| Sharpe ratio, backtest period (backtest) | 1.74 | 2026-10-28 | |
| Sharpe ratio, whole backtest (backtest) | 1.50 | 2026-09-30 | |
| Sortino ratio, whole backtest (backtest) | 2.24 | 2026-09-30 | |
| Volatility, whole backtest (backtest) | 76.54% | 2026-09-30 |
| Risk tolerance (AInvest) | aggressive | 2026-10-28 | |
| Risk tolerance 1-5 (AInvest) | 5 | 2026-10-28 |
| AInvest cost score (0-100) | 20 | 2026-10-28 | |
| AInvest diversification score (0-100) | 20 | 2026-10-28 | |
| AInvest momentum score (0-100) | 20 | 2026-10-28 | |
| AInvest overall score (0-100) | 55 | 2026-10-28 | |
| AInvest return score (0-100) | 99 | 2026-10-28 | |
| AInvest risk score (0-100) | 35 | 2026-10-28 |
Collective2
Collective2