We are pleased to announce the launch of the Smart Portfolio Builder within the AI Active Long Portfolio. This new update allows you to tailor your portfolio parameters based on your risk tolerance, in addition to manually building your portfolio. These portfolios have been constructed using three years of historical performance data to provide targeted performance aligned with the portfolio’s investment strategy.
The available risk-adjusted portfolios are:
Concentrated: Maintain a highly concentrated portfolio with a greater allocation to our algorithm, achieved through larger position sizing and less exposure to ETF’s. Anticipate holding up to 10 positions at any given time, with your investment funds predominantly deployed throughout the economic cycle.
Balanced: Maintain a moderately balanced portfolio with a 60/40 allocation between algorithms and ETFs. Anticipate holding up to 15 positions at any given time, with your investment funds primarily deployed, emphasising higher cash allocation during periods of volatility.
Conservative: A diversified portfolio with equal weighting between algorithms and ETFs. Expect to hold up to 25 positions at any given time, with your investment funds moderately deployed. This approach allows for exposure to various market segments, although it may entail larger and longer periods of allocation in cash. A minimum investment amount of $20,000 is required to activate this pre-set.