Partnership with eToro
Cutting-Edge Portfolio
This Smart Portfolio is a multi-factor US equity strategy developed by STRATxAI and launched in December 2023 on the global investment platform, eToro.
eToro is a leading trading and investment platform, offering social trading and multi-asset investing to over 35 million users worldwide. It empowers individuals to invest in portfolios with simplicity and transparency.
Method
The portfolio is powered by STRATxAI's proprietary investment engine, Alana, which employs a sophisticated multi-factor approach to dynamically identify and select the most promising US equities in the eToro universe.
Alana leverages quantitative techniques such as feature engineering, factor analysis, and optimization to refine the portfolio construction process. By evaluating key style factors and generating predictive alpha signals, the strategy selects the top 15 ranked stocks from a pre-defined investment universe, rebalancing monthly
Universe | U.S. Equities |
Direction | Long-Only |
Exposure/ Tilt | Multi-factor |
Portfolio Weighting | Inverse Volatility |
Portfolio Size | 15 |
Diversification | 20% Max Sector Weight |
Rebalanced | Monthly |
Performance
The Cutting-Edge Portfolio is designed to deliver superior risk-adjusted returns, outperforming traditional equity benchmarks while maintaining lower volatility.
1-year Live Performance Highlights:
- 29.7% Annual Return: Without holding any MAG 7 stocks.
- Sharpe Ratio of 2.24: Outperformed all major benchmarks, except the S&P 500.
- Max Drawdown of -4.6%: Strong downside protection relative to all major indices.
- Low Market Correlation: Beta of 0.6 with the S&P 500 and 0.4 with the Nasdaq-100.
View live performance and analytics here. Regular updates are also shared on our social channels.
Ready to Partner?
Partnering with STRATxAI gives you access to cutting-edge AI technology and quantitative investment expertise, enabling you to create tailored AI-powered investment solutions for your business.
We are dedicated to leveling the playing field, equipping investment professionals with the tools they need to enhance outcomes and unlock the potential of AI-powered quantitative investing.
Let’s get building.
About eToro
eToro is a trading and investment platform that empowers people to grow their knowledge and wealth as part of a global community of investors. eToro was founded in 2007 with the vision of opening up the global markets so that everyone can trade and invest in a simple and transparent way. Today, eToro is a global community of more than 35 million registered users who share their investment strategies; and anyone can follow the approaches of those who have been the most successful. Due to the simplicity of the platform users can easily buy, hold and sell assets, monitor their portfolio in real time, and transact whenever they want.
eToro Affiliate Program Disclosure
STRATxAI is a participant in the eToro Partner Affiliate Program, designed to provide a means for us to earn a fee, at no cost to you. This means that STRATxAI may be compensated if you directly click on affiliate links in this post, proceed to sign up as a new customer and complete an investment on eToro’s investment platform.
About eToro Smart Portfolios:
eToro’s range of Smart Portfolios offer exposure to various market themes. Bundling together several assets under a defined methodology, and employing a passive investment approach, they provide long-term investment solutions that offer diversified exposure. Initial investment starts from USD$500 and any investors can access tools and charts to track the portfolio’s performance, while eToro’s social feed will keep them up-to-date on developments in the sector. This portfolio is not available to US users. No management fees are charged.
eToro AU disclaimer:
eToro AUS Capital Limited ACN 612 791 803 AFSL 491139. Smart Portfolios are not exchange-traded funds or hedge funds and are not tailored to your specific objectives, financial situations and needs. Your capital is at risk. See PDS and TMD.
eToro EU disclaimer:
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.
eToro UK disclaimer:
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.eToro (Europe) Ltd is regulated in Cyprus by the Cyprus Securities and Exchange Commission, under Licence No. 109/10. eToro (UK) Ltd authorised and regulated by the Financial Conduct Authority in the UK under the Licence FRN 583263. eToro AUS Capital Limited by the Australian Securities and Investments Commission in Australia License 491139. eToro (Seychelles) Ltd licensed by the Financial Services Authority in the Seychelles to provide broker-dealer services under the Securities Act 2007 Licence #SD076. This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.