Aims to outperform the S&P 500 in in absolute return while taking similar risks, achieving high return and average volatility.

It is advisable to use the strategy if you believe in the long-term growth of the value of American companies and you don’t mind dips, which you can easily catch up on for a long time.

17.25%

Backtested performance since 2008

8.21%

Higher performance than S&P 500

Why should you choose this strategy?

✓ High performance

✓ Average annual return of 17.25%

✓ The maximum decline since 2008 was 45.54%

✓ Good diversification among dozens of different companies in the US market

S&P 500 AP US Large-Cap Aggressive
Initial capital (1/31/2008) $ 100 000 $ 100 000
Final capital (11/30/2021) $ 331 290.11 $ 903 759
CAGR 9.04% 17.25%
Max drawdown -47.51% -45.54%

Beat the market on absolute return. For investors pursuing high returns on their investment.

Performance comparison of our AP Aggressive Strategy with the S&P 500

Drawdowns comparison of our AP Aggressive Strategy with the S&P 500

Based on empirical research in statistics, machine learning and artificial intelligence, we automatically rate stocks from the most undervalued to the most overvalued, which helps us determine which stocks become part of the strategy. The strategy consists of long positions only and does not use any financial leverage. The portfolio is rebalanced at regular monthly intervals. This strategy works best with brokers enabling the trading of fractional shares.

The stated results do not take into account stock exchange fees and taxes. When applying the strategy at Interactive Brokers, the fees are approximately 300 USD per year for non-US residents. No fees apply for US residents.

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