Performance April Results | Stock Portfolio

In the realm of finance, numerous portfolio optimization methods exist, but few can boast the impressive results of our recently launched portfolio based on the Hierarchical Risk Parity algorithm (HRP). This modern portfolio optimization method, combining elements of graph theory and machine learning, gives us an edge in implementing diversified and market-resilient investment strategies.

The portfolio was launched on the Alpaca Securities platform on October 4, 2023, following meticulous back/forward testing and optimization of portfolio size coupled with rebalancing frequency. Our portfolio consists of 57 stocks selected based on their similarities and potential to create a diversified portfolio.

Results:

Portfolio Yield: +21%:

Top PNL Stocks in the Portfolio: 

Comparison with SPY Index: 

Comparison with BlackRock (CNDX.L): 

Our investment strategies not only demonstrate outstanding yields but also the ability to adapt to changing market conditions. We are confident that our approach to portfolio optimization based on the HRP algorithm is a reliable tool for achieving your financial goals.

Join us today to embark on your journey to financial stability and prosperity with our innovative HRP algorithm-based portfolio!

Sign up now to start investing wisely!